Pursue better opportunities.
Build them properly.
Pursiva connects site discovery, qualification, costing and proposals into one structured workflow — for teams selling complex, site-installed systems. Every deal here starts with a site visit, and no generic CRM connects that visit to the price you end up quoting.
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
Confirm handover date with the operations lead
City precinct — access control
In progress
Decision maker not yet mapped — request an introduction
Retail centre — EV charging
In progress
No contact in 24 days — re-open with the site survey findings
Built for teams selling
The real competitor
Fragmented opportunity development
The problem is rarely a rival vendor. It is a process broken into pieces across notebooks, spreadsheets, inboxes and memory — where the cost only becomes visible once the deal is already lost.
Pursiva does not claim to replace every system you run. It replaces the broken process between them.
- Site information trapped in notebooks, photos and email
- Qualification that exists only in a salesperson’s head
- Product selection and costing rebuilt manually every time
- Proposal content copied between old documents
- Managers who cannot see why a deal is strong or weak
- Technical risks discovered after the price is out
- Handovers that depend on verbal explanation
- Heavy investment in deals that were never winnable
What Pursiva does
One workflow, from the first site visit to the signed proposal
Four connected stages. Each one feeds the next, so the work is done once and used everywhere.
Capture reality
The deal starts at the site, not the quote
Record what is actually on the ground — lanes, access points, constraints, photos, measurements — in a structured survey the rest of the opportunity is built from. Nothing has to be re-explained later.
- Structured site surveys with photos and measurements
- Technical constraints captured against the opportunity, not a notebook
- One record every later stage reads from
Understand the opportunity
Know whether a deal is worth pursuing
Qualification becomes evidence rather than opinion. Pursiva maps the full buying centre, tracks what is missing, and surfaces the deals going quiet before they die.
- Buying centre mapped per deal — champion, decision maker, influencer, gatekeeper, blocker
- Missing information surfaced as a gap, not a gut feel
- Stale-deal detection before the deal is lost
Champion
Operations manager
Decision maker
Not identified
Influencer
Consulting engineer
Blocker
Incumbent supplier
Build the commercial solution
Costing that holds its margin
Select products from your own catalogue, apply your labour rates, freight and margin rules, and get a costing that is defensible line by line — instead of a spreadsheet rebuilt from the last similar job.
- Your catalogue, your pricing logic, your terminology
- Labour, freight and margin handled as rules rather than memory
- Every line traceable back to the survey that justified it
Progress with control
Proposals built from the work already done
The proposal assembles from the survey, the qualification and the costing that already exist. Stage gates prompt when a deal is not ready to advance — a prompt, not a padlock; you can always override with a logged reason.
- Proposals generated from live opportunity data
- Stage gates that prompt rather than block
- One health signal and one next move per deal
Not ready to advance
Decision maker is unmapped and the site survey has three open items. Advance anyway with a logged reason, or close the gaps first.
Deal health
Every open deal answers three questions
Progress, Intelligence and Reality roll up to one health signal per deal and one next move — never a list of competing suggestions to triage.
Progress
Are you ready to advance?
Stage gates check the work is genuinely done before a deal moves forward. Override any gate with a logged reason when judgement says otherwise.
Intelligence
Do you know who matters?
The full buying centre mapped per deal. An incomplete map is treated as a risk to the opportunity, because it is one.
Reality
Is this deal still alive?
Staleness detection surfaces opportunities going cold while there is still time to act on them.
One signal. One next move.
Green, amber or red per deal — and the single action most likely to move it forward.
How it works
Survey, qualify, cost, propose, close
The same five steps every complex deal already goes through — connected, so nothing is rebuilt and nothing is lost between them.
- 01
Survey
Capture the site as it actually is — structured, photographed, attached to the opportunity.
- 02
Qualify
Score the opportunity against your criteria and map everyone who influences the decision.
- 03
Cost
Build the solution from your catalogue with your labour, freight and margin rules applied.
- 04
Propose
Assemble the proposal from work already done, in your own template and language.
- 05
Close
Track health, next moves and forecast weight across the pipeline until the decision lands.
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 a single seller running complex deals end to end.
Talk to us
Seat pricing in line with mid-market CRM and CPQ tools.
Includes
- One seat, one workspace
- Structured site surveys
- Opportunity qualification and PIR health signal
- Buying centre mapping
- Costing and proposal builder
- Pipeline, forecast and stage gates
Team
For sales teams who need a shared standard, not shared folders.
Talk to us
Per seat, per month. Volume considered from 10 seats.
Everything in Individual, plus
- Shared workspace with seat keys and role permissions
- Team pipeline, velocity and rep activity reporting
- Shared catalogue, labour rates and margin rules
- Proposal templates and writing guides
- Stage playbooks and cadence defaults
- Daily briefing and stale-deal 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 survey-to-proposal loop. 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. None of those tools survey a site, cost an install, or tell you a deal’s buying centre is incomplete. Pursiva replaces the parts of your process currently living in spreadsheets and email, and sits alongside what you already run.
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 survey-to-close loop 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.