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 ConnectWise PSA?
ConnectWise PSA, formerly ConnectWise Manage, is professional services automation software widely used by managed service providers.
Why service businesses look for an alternative to ConnectWise PSA
Every business is different, but these are common reasons service businesses look at other options:
- They want accounting, purchasing and people in the same platform as the PSA
- They want an intranet and branded client help centers included
- They want their own admins to change fields and layouts
How Perspectiv is different
- Clients, contracts, projects, time, purchasing and accounting share one record, with no integrations to build between them
- Knowledge hub for your intranet and published documentation, plus client and vendor portals, in the same platform
- Your administrators add fields, page layouts and wording themselves, without developers or consultants
- Single sign-on with SAML or OpenID Connect is included in every plan
- Customer support with service levels, linked to contracts and projects
When ConnectWise PSA may be the better choice
If you depend on deep integrations with remote monitoring and management (RMM) and other MSP-specific tools today, ConnectWise PSA is built around that ecosystem. Perspectiv’s customer support module is planned.
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 ConnectWise PSA
Perspectiv imports from spreadsheets, matching your columns to its fields as you go, so data exported from ConnectWise PSA 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.
ConnectWise PSA is a trademark of its owner. Perspectiv is not affiliated with or endorsed by ConnectWise PSA. 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.
- Internal service deskPlanned
Employee IT support, service requests, incidents and access requests, with internal service levels.
- Contracts (framework)Coming soon
One contracts framework for client, supplier, employee and event agreements, with renewals and e-signature.
- Project managementComing soon
Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.
- Knowledge hubBeta Q2 2027
Internal, intranet, client and public documentation, with public and restricted published sites.
Questions
Is Perspectiv a replacement for ConnectWise PSA?
It can be, depending on what you use ConnectWise PSA for. Compare the modules and their status on this page with the parts of ConnectWise PSA you rely on today.
Can we move our data from ConnectWise PSA?
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.
