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 monday.com?
monday.com is a work management platform with boards, automations and dashboards, used by many kinds of teams to organize projects and tasks.
Why service businesses look for an alternative to monday.com
Every business is different, but these are common reasons service businesses look at other options:
- They want project management that knows about contracts, budgets and invoices
- They want timesheets, resourcing and billing connected to projects
- They want client and supplier records in the same system as the work
- They want project margin without exporting to spreadsheets
How Perspectiv is different
- Projects link to the client, contract, timesheets and invoices
- Resource planning by skill and availability
- Built for service businesses: people, skills and time are built in from the start
- 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 monday.com may be the better choice
If you need a flexible board-based tool for internal teams and do not bill clients for the work, monday.com may be simpler. 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 monday.com
Perspectiv imports from spreadsheets, matching your columns to its fields as you go, so data exported from monday.com 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.
monday.com is a trademark of its owner. Perspectiv is not affiliated with or endorsed by monday.com. 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.
- CRMBeta Q2 2027
Accounts, contacts, leads and opportunities, with every activity on the client’s timeline and opportunity forecasting.
Questions
Is Perspectiv a replacement for monday.com?
It can be, depending on what you use monday.com for. Compare the modules and their status on this page with the parts of monday.com you rely on today.
Can we move our data from monday.com?
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.