Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →
Administration sections
SetupBeta Q2 2027Organization management and shared reference data: the structure everything else hangs off.
Identity & accessBeta Q2 2027Everyone sees what they need, and nothing they shouldn’t.
Application configurationBeta Q2 2027Shape the application to your business: records, forms, views, navigation, forms and portals.
Workflow & automationComing soonThe routine steps and approvals, defined once and handled the same way everywhere.
Data managementBeta Q2 2027Bring data in, keep it clean and get it back when something goes wrong.
Integrations & APIsPlannedConnect Perspectiv to the tools you already use, or build your own connections.
System operationsPlannedSee that everything is running, and why when it isn’t.
Tenant settingsBeta Q2 2027The settings that apply to your whole organization’s Perspectiv.
Admin, connected to how your business works
Designed to make the organization, its shared configuration and people's access easier to understand across Perspectiv.
Reflect the organization you run
Keep teams, entities and operating structures understandable as the business grows and changes.
Make access understandable
Keep role permissions visible alongside the areas and responsibilities they support.
See configuration in context
Understand how shared choices shape the experience across the modules your teams use.