Back the deals worth winning.
Walk away from the rest.
Complex deals are expensive to pursue — engineering hours, site visits, costings and proposal work, all spent long before anyone signs. Pursiva shows your team which opportunities deserve that investment, what each one needs next, and which ones to close out early while the cost is still small.
No card required. Register before launch and your trial runs for 21 days instead of 14 — the early registration bonus.
Weighted forecast
$2.23M
Airport north — barrier upgrade
Proposal sent
Opened twice by the decision maker — call while it is front of mind
City precinct — access control
In progress
No decision maker identified — ask the champion for an introduction
Retail centre — EV charging
In progress
Quiet 24 days, no budget confirmed — set a date to decide or close it out
Built for teams selling
Where the money actually goes
The expensive deals are the ones you never win
A lost deal costs you the margin. A deal that was never winnable costs you the months of engineering, site visits, costing and proposal work that went into it first — and the real opportunities that got whatever was left.
Selling capacity is the constraint in a technical sales team, not lead volume. Almost every tool in this market is built to help you pursue more. Pursiva is built to help you pursue better.
- Weeks of engineering time spent scoping a job that was never funded
- Site visits booked for opportunities nobody had qualified
- Costings rebuilt from scratch because the last one lived in someone’s files
- Proposals sent into silence, with no idea whether anyone opened them
- Deals kept on the forecast for months after they actually died
- Managers finding out a deal was weak at the review, not in the week
- Discounting late to rescue a deal that was mis-qualified early
- Nobody willing to call it, because calling it feels like failing
What Pursiva does
Four questions your team should never have to guess at
Where does today go, is this deal real, is the number right, and where does it actually stand. Each answer comes from the work already done, so nothing is rebuilt and nothing is based on memory.
Where the day goes
Your team stops guessing what to work on
Focus is the screen a salesperson opens first each morning. It answers one question — which opportunities need me today, and why — so selling time goes to the deals that will move, instead of the deals that shout loudest.
- A ranked daily list, with the reason each deal surfaced
- Overdue actions and deals going quiet, before anyone has to remember them
- The same picture for the rep and the manager, so the weekly review stops being an archaeology exercise
Airport north — barrier upgrade
Opened your proposal twice yesterday
Depot expansion — access control
Task overdue by 3 days
Retail centre — EV charging
Quiet 24 days — decide or close out
Ranked by what will move, not by what shouts loudest.
Is this deal real
Qualification becomes evidence, not optimism
Every opportunity carries a health signal built from what has actually been established — budget, authority, need and timing, the buying centre, and how long since anything genuinely moved. Not a number someone typed in because the field was mandatory.
- Health scored as Strong, Developing or Critical, on evidence rather than sentiment
- The full buying centre mapped per deal — champion, decision maker, influencer, gatekeeper, blocker
- The single biggest gap named, so the next conversation has a purpose
Champion
Operations manager
Decision maker
Not identified
Influencer
Consulting engineer
Blocker
Incumbent supplier
Is the number right
Margin that survives contact with the customer
Build the solution from your own catalogue with your labour rates, freight and margin rules applied as rules rather than memory. The price is defensible line by line, which is what lets you hold it when the discount conversation starts.
- Your catalogue, your pricing logic, your terminology
- Labour, freight and margin handled consistently, not rebuilt per deal
- Every line traceable to the scope that justified it
Where it actually stands
Proposals you can see land
Send a link, not an attachment. You see who opened it and what held their attention, the buyer switches priced options in and out with the totals updating live, and they accept online — so "waiting to hear back" becomes something you can observe rather than guess at.
- Opens and reading time recorded per named recipient
- Buyer-configurable options, packages and service levels
- Online acceptance, so the close is a decision and not a chase
Proposal published and sent to 3 recipients
Tue 09:12
Opened by the operations manager
Tue 14:40
Opened by the finance director — 6 min on commercials
Wed 08:05
Switched on the 5-year maintenance option
Wed 08:11
Awaiting acceptance
—
Deal health
A health score built from evidence, not optimism
Progress, Intelligence and Reality roll up to one signal per deal and one next move — never a list of competing suggestions to triage, and never a number someone typed in because the field was mandatory.
Progress
Is this deal ready to advance?
Stage gates check the work is genuinely done before a deal moves forward, and name the one thing standing in the way. Override any gate with a logged reason when judgement says otherwise.
Intelligence
Do you know who decides?
The full buying centre mapped per deal. A missing decision maker is treated as a risk to the opportunity, because a deal with no identified buyer is not a deal yet.
Reality
Is this deal still alive?
Time since anything genuinely moved, measured against your own tolerance. It is the pillar that tells you the truth when the forecast will not.
Strong
Evidenced, moving, worth your time
Developing
Real, but with gaps worth closing now
Critical
Decide: rescue it deliberately, or let it go
One signal per deal, and the single action most likely to move it — or the evidence that it is time to stop.
Quote and proposal
A proposal that answers back
A PDF attachment tells you nothing after you press send. Pursiva builds the quote and the proposal in one place, publishes it at its own secure link, and turns the part you used to be blind to — what the buyer did next — into information you can act on.
What the customer sees
Optional services
Total, updating live
$761,300
What you get back
Time per section
They spent most of their time on maintenance and kept both service options on — lead with lifetime cost, not headline price
Build it, and make it look like yours
An editor rather than a template you fight. Drop in the sections you need, then set the look once and reuse it on every deal.
- Sections built from blocks — charts, product detail, statistics, timelines, images, team and logos
- Three styles to start from: Editorial, Corporate or Minimal
- Your logo, cover page and brand accent colour, applied throughout
- The pricing table is generated from the costing, so the numbers cannot drift from the quote
Let the buyer build their own version
Price the options once and let the customer choose. Every change recalculates in front of them, so the conversation moves from "send me a revised quote" to a decision they make themselves.
- Optional lines and packages the buyer switches in and out
- Totals update live as they choose — no revised document, no delay
- Supplementary services priced up front: maintenance, support tiers, service levels, extended cover
- They accept online when they are ready, and the deal records it
Find out what they actually care about
Because it is a link and not an attachment, you can see how it was read — who opened it, how often, and which sections held their attention.
- Opens recorded per named recipient, not one anonymous download
- Time spent per section, so you know whether they read the commercials or the scope
- How far through they got, and whether they came back to it
- Silence becomes evidence too — a proposal never opened is a different problem from one read three times
Which options they toggled and where their attention went is the most honest qualification data in the whole deal — and it arrives before you pick up the phone.
The decision nobody wants to make
Walking away early is a win, not a failure
Every sales team carries deals it privately knows are dead. They stay on the forecast because closing them out feels like admitting defeat, and because nobody can point to the evidence that would justify it. The cost is not the deal — it is the months of engineering, site visits and proposal work that go into it, and the real opportunities that got the leftovers.
- Health, staleness and the missing decision maker make the case for you, so the call is about evidence and not about someone’s optimism
- Close it out with a reason that is recorded, so the pattern is visible across the pipeline instead of dying in one person’s memory
- Lost reasons feed back into qualification, so the same shape of deal is spotted earlier next time
- A smaller, truer pipeline forecasts better than a large hopeful one
The point of Pursiva is not to make you chase more. It is to make each pursuit worth it.
How it works
Capture, qualify, decide, cost, propose
The steps every complex deal already goes through — with one addition most processes leave out. Deciding whether to keep going is a step, not an afterthought.
- 01
Capture
Record the site and the requirement as they actually are, once, where everything downstream can read it.
- 02
Qualify
Score the opportunity on evidence and map everyone who influences the decision.
- 03
Decide
Back it or close it out. Both are legitimate answers, and the evidence supports either.
- 04
Cost
Build the number from your catalogue with your labour, freight and margin rules applied.
- 05
Propose
Send a hosted proposal, watch it open, and let the buyer accept it online.
Where we are
No reviews yet, and we are not going to invent any
Pursiva is pre-launch. Rather than fill this section with testimonials nobody gave, here is the honest position: the platform is built and running, and the first workspaces are being onboarded now.
Ratings and customer reviews will appear here once there are real ones to publish, named with permission.
Why it exists
“I spent years running exactly this kind of sales process — surveying sites, qualifying deals, building costings and writing proposals for six- and seven-figure equipment installs. Pursiva is what I wish I had the whole time.”
Founder, Pursiva
Pricing
Plans that scale with the team, not the paperwork
Seat pricing sits in line with mid-market CRM and CPQ tools. While Pursiva is pre-launch, every plan is priced in conversation — so you get terms that reflect being early rather than a rate card written for a product with a decade of customers.
Individual
For one seller carrying complex deals end to end.
Talk to us
Seat pricing in line with mid-market CRM and CPQ tools.
Includes
- Focus — your ranked day, with reasons
- Opportunity health on evidence, not sentiment
- Buying centre mapping
- Costing with your rates and margin rules
- Hosted proposals with open tracking and online acceptance
- Pipeline, forecast and stage gates
Team
For sales teams who need one standard, and a manager’s view that is true.
Talk to us
Per seat, per month. Volume considered from 10 seats.
Everything in Individual, plus
- Shared workspace with roles and seat management
- Team pipeline, velocity and activity reporting
- Shared catalogue, labour rates and margin rules
- Proposal templates, themes and writing guides
- Stage playbooks and follow-up cadences
- Daily briefing and going-quiet alerts
Enterprise
For organisations whose vertical needs its own product logic.
Talk to us
Custom vertical addons quoted as fixed scope after a discovery call.
Everything in Team, plus
- Custom vertical addon — your catalogue structure, pricing logic and terminology
- Guided onboarding and data import
- Priority support direct from the team that built it
- Workspace-level configuration and admin controls
- Commercial terms to suit procurement
Every plan covers the full loop, from first site visit to accepted proposal. The difference is how many people work in it, and how far the product bends to your vertical. If your catalogue and pricing rules do not fit the standard structure, we build a custom addon module scoped to your workflow and quote it as a fixed-scope project after a short discovery call.
All plans include a free trial with no card required — 21 days for early registrations, 14 days after launch.
Questions
Straight answers
Something not covered here? Email us and you will get a reply from the person who built the product.
We already use Salesforce, HubSpot or Pipedrive. Why would we add this?
You are probably not switching CRM — you are closing the gap it does not cover. A CRM records what your team tells it. It will not survey a site, cost an install, tell you a deal’s buying centre is incomplete, or show you that the proposal was never opened. Pursiva replaces the parts of your process currently living in spreadsheets, inboxes and memory, and sits alongside what you already run.
How does this actually save us money?
Complex deals are expensive to pursue. Every one consumes engineering hours, site visits, costing work and proposal time long before anyone signs. The cost is not in the deals you lose at the end — it is in the deals that were never winnable and absorbed months of that effort anyway. Pursiva makes the weak ones visible early, while the investment is still small.
Is it going to tell my team to give up on deals?
It tells them what the evidence says, and it never closes a deal on its own. A Critical health signal is a prompt to make a decision deliberately — rescue it with a specific action, or close it out and put the time somewhere better. Judgement stays with the salesperson; the difference is that the judgement is informed and the reasoning is recorded.
If customers can switch options in the proposal, do we lose control of the price?
You decide what is optional and what each option costs before the proposal goes out. The buyer can only choose between things you have already priced, and the total recalculates from your figures — they cannot edit a rate or invent a discount. In practice it protects margin rather than risking it, because the trade-off happens against your numbers instead of in a phone call where someone is under pressure to concede.
What do we learn from a proposal that we do not learn today?
Who opened it and how often, which sections they spent their time in, how far through they read, and which options they switched on. That tells you whether the finance director ever looked at it, whether they care more about lifetime cost than headline price, and whether the silence you are getting means "not interested" or "never received it".
Is this just a CRM with extra tabs?
Pursiva is deliberately narrow. It does not do marketing automation, ticketing or general-purpose customisation. It does one thing — the loop from first site visit to accepted proposal for complex, site-installed systems — end to end.
How well do you understand our industry?
Pursiva was built by someone who has run these deals: surveying sites, qualifying opportunities, building costings and writing proposals for six- and seven-figure equipment installs. We do not claim to know every vertical on day one, which is exactly why custom addon modules exist. Tell us what is different about yours.
What happens to our existing pipeline data?
Nothing has to switch overnight. Most teams start new opportunities in Pursiva while existing ones wind down in the old system. We can talk through a data import when there is a concrete need for one.
What does it cost?
Seat pricing sits in line with what you would expect to pay for a CRM or CPQ tool per seat per month. If your vertical needs a custom addon, that is a separate fixed-scope quote after a discovery call. Prices are set in conversation while the product is pre-launch.
How does the free trial work?
Register now and you go on the early access list. When the trial opens we email you an invite key good for 21 days — the early registration bonus. After launch the standard trial is 14 days. No card is required to trial, either way.
Where is our data held?
Pursiva runs on managed infrastructure with per-workspace isolation enforced in the database itself, not only in application code. See the privacy policy for detail on data handling and retention.
Start pursuing the right opportunities
Register for early access and we will email you the moment trials open, with a 21-day key instead of the standard 14.