Pricing

Priced per seat. Scoped to your vertical.

Three plans covering the full survey-to-proposal loop. Because Pursiva is pre-launch, every plan is priced in a conversation rather than from a rate card — and early customers get terms that reflect being early.

Free trial on every plan. 21 days for early registrations, 14 days after launch. No card required.

Individual

For one seller carrying complex deals end to end.

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Seat pricing in line with mid-market CRM and CPQ tools.

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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
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Team

For sales teams who need one standard, and a manager’s view that is true.

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Per seat, per month. Volume considered from 10 seats.

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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.

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Custom vertical addons quoted as fixed scope after a discovery call.

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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.