Perspectiv at a glance
- CRM for clients, leads and opportunities
- Projects, resources, time and expense
- Contracts, quotes and invoicing
- Accounting across legal entities and currencies
- Knowledge hub: intranet and documentation sites
- Client and vendor portals
- Your own fields, layouts and wording, without code
- Single sign-on in every plan
Start with your priorities
Before comparing features, agree on three things with the people who will use the system every day:
- What must work on day one?The processes you cannot run without, starting with the one that hurts most.
- Where do hand-offs break?The places where data is re-typed between tools or teams today.
- Who will look after the setup?Who adds fields, changes layouts and onboards new people.
What is Asana?
Asana is a work management platform for organizing tasks, projects and goals across teams.
Why service businesses look for an alternative to Asana
Every business is different, but these are common reasons service businesses look at other options:
- They manage client work that needs budgets, timesheets and invoices
- They want staffing based on skills and availability
- They want client records and contracts next to the projects
- They want one platform rather than a task tool plus several others
How Perspectiv is different
- Projects with baselines, change requests and client acceptance
- Timesheets and billing on the same project
- Resource planning by skill and availability
- Knowledge hub for your intranet and published documentation, plus client and vendor portals, in the same platform
- Single sign-on with SAML or OpenID Connect is included in every plan
When Asana may be the better choice
If you need a task and goal tool for internal teams without client billing, Asana is a strong fit. Perspectiv’s project management is coming soon.
Need a complete system today?
If you need every module running now, a product that is already generally available may suit you better for the moment. Check which Perspectiv modules are in the beta and which are planned.
Open to an early beta?
The private beta opens in Q2 2027 with CRM and Knowledge hub. Beta customers pay no initial license fee and help shape what comes next.
Moving from Asana
Perspectiv imports from spreadsheets, matching your columns to its fields as you go, so data exported from Asana or any other tool can be brought in. Start with the area that hurts most, run both side by side for a short period, then switch. Our guide on switching in stages applies here too.
- Map your dataMatch the columns you export to Perspectiv’s fields.
- Test a small sampleImport a few records and check them with the people who use them.
- Review, then switchRun both side by side for a short period, then move over. Ask a question if you are unsure.
Asana is a trademark of its owner. Perspectiv is not affiliated with or endorsed by Asana. Descriptions are based on public information as of October 2026; check with each vendor for current details.
Where it lives in Perspectiv
Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.
- Project managementComing soon
Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.
- Resource managementComing soon
Availability, scheduling, staffing, capacity, utilization and pipeline-driven demand.
- Time & expenseComing soon
Timesheets, timers and expenses against the work, approved and ready to invoice.
Questions
Is Perspectiv a replacement for Asana?
It can be, depending on what you use Asana for. Compare the modules and their status on this page with the parts of Asana you rely on today.
Can we move our data from Asana?
Yes. Export your data to a spreadsheet and import it into Perspectiv, mapping your columns to Perspectiv’s fields as you go.
When can we start?
The private beta opens in Q2 2027 with Knowledge hub (intranet and published documentation) and CRM, with the framework underneath. Other modules join as they are ready.