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 SharePoint?
SharePoint is Microsoft’s platform for intranet sites, document libraries and team collaboration, part of Microsoft 365.
Why service businesses look for an alternative to SharePoint
Every business is different, but these are common reasons service businesses look at other options:
- They want an intranet that is quick to set up and easy for any team to write in
- They want page owners, review dates and required reading built in
- They want internal pages published to clients without copying
- They want the intranet connected to clients, projects and people
How Perspectiv is different
- Spaces, a block-based editor, templates and reusable snippets
- Content owners, review dates and required reading
- Publish to public or client-only documentation sites from the same source
- Single sign-on with SAML or OpenID Connect is included in every plan
When SharePoint may be the better choice
If your organization keeps most of its files in Microsoft 365 document libraries and has people to administer SharePoint, it may remain the better home for documents. Perspectiv’s intranet is in the Q2 2027 private beta.
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 SharePoint
Perspectiv imports from spreadsheets, matching your columns to its fields as you go, so data exported from SharePoint 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.
SharePoint is a trademark of its owner. Perspectiv is not affiliated with or endorsed by SharePoint. 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.
- Knowledge hubBeta Q2 2027
Internal, intranet, client and public documentation, with public and restricted published sites.
- Identity & access (Admin)Beta Q2 2027
Users, roles, security groups, legal entity security, single sign-on and access auditing.
Questions
Is Perspectiv a replacement for SharePoint?
It can be, depending on what you use SharePoint for. Compare the modules and their status on this page with the parts of SharePoint you rely on today.
Can we move our data from SharePoint?
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.