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Purnavix CRM — Product Concept

An internal CRM concept built to prove out our own product-engineering process — pipeline tracking, automated follow-ups, and quote-to-close reporting in one workspace.

Industry

SaaS, Professional Services

Services

Custom Web Development, Laravel Development

Platform

SaaS Product

Technology

React, Laravel, MySQL, AWS

Purnavix CRM — Product Concept
The Challenge

Purnavix runs its own sales pipeline the same way our clients run theirs — leads, quotes, and follow-ups scattered across a handful of disconnected tools, with no single view of what stage a deal was actually in.

Our Role
  • Custom Web Development

  • Laravel Development

Purnavix CRM — Product Concept, shown wide
Approach

From problem to product.

01

Process

Two weeks of workflow mapping with our own sales process as the test case, followed by an iterative build in Laravel and React — shipping a usable pipeline board in the first sprint and layering in reporting and automation from there.

Design & Experience

Inside Purnavix CRM — Product Concept.

Purnavix CRM — Product Concept interface mockup

We designed and built a focused CRM around the parts of a sales pipeline that actually matter for a project-based agency: pipeline stages, quote history, and follow-up scheduling, deliberately leaving out the enterprise bloat neither we nor our clients need.

Two weeks of workflow mapping with our own sales process as the test case, followed by an iterative build in Laravel and React — shipping a usable pipeline board in the first sprint and layering in reporting and automation from there.

Engineering

Built for what comes next.

We designed and built a focused CRM around the parts of a sales pipeline that actually matter for a project-based agency: pipeline stages, quote history, and follow-up scheduling, deliberately leaving out the enterprise bloat neither we nor our clients need.

Technology Used

RE
React
LA
Laravel
MY
MySQL
AW
AWS
Key Capabilities

What was delivered.

01Custom Web Development
02Laravel Development
Outcome

Designed to work. Built to last.

An internal CRM concept built to prove out our own product-engineering process — pipeline tracking, automated follow-ups, and quote-to-close reporting in one workspace.

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