Purnavix CRM
Pipeline, quoting, and client history — in one place.
A lead and quote management dashboard built for teams who sell digital work.
Everything you need to track a sale.
Purnavix CRM keeps a sales pipeline, quoting, and client history in one dashboard, built for teams who sell digital work rather than physical goods. It exists because we needed it ourselves — most CRMs are built for high-volume transactional sales, not for a small team managing a handful of serious quotes at a time.
It’s for agencies, studios, and freelance teams who want one place to see where every lead actually stands, without a spreadsheet.
Built around the pipeline, not around forms.
Real-time pipeline & quote tracking
See every lead and quote exactly where it actually stands — not where a spreadsheet says it stood last week. Updates reflect immediately across the whole team.
See it belowAutomated PDF quote generation
Turn a pipeline entry into a client-ready PDF quote without leaving the dashboard.
Role-based team access
Give each team member exactly the visibility and control their role needs.
See it in action.
An interactive live demo isn’t connected yet — what’s shown below is the real product interface.
What comes with access.
Core Product
Full access to the CRM dashboard — pipeline, quoting, and client history.
Documentation
A getting-started guide, currently in progress — see the preview below.
Updates
Improvements delivered directly to the product, no separate install.
Support
Direct access to the Purnavix team for setup and product questions.
What the product actually does.
Documentation, in progress.
Full documentation is still being written. Here’s the structure it will follow.
The specification.
Additional specifications (database, environments, formal license terms) will be published alongside full documentation.
Need help?
Documentation is the fastest way to get started once it’s published. For anything else, the Purnavix team is reachable directly — we don’t have a formal support SLA to promise yet, just a real team that answers.
Questions about Purnavix CRM.
Ready to see what it can do?
Tell us about your team and we’ll walk you through Purnavix CRM.