What opens first
Two modules, on one shared foundation.
Both are built for service businesses, and both run on the framework every later area uses.
CRM
Accounts, contacts and opportunities, with every activity on the client’s timeline.
- Accounts
- Contacts
- Opportunities
- Activities
Knowledge hub
Internal, intranet, client and public documentation, with public and restricted published sites.
- Internal knowledge
- Documentation
- Published sites
- Spaces
Built on the shared framework: your own fields, layouts, views and access, set up once for every area.
Explore the framework →Is it a fit?
Is the beta a fit for your business?
We review every application for fit and capacity. The first group suits businesses that:
Want one home for client relationships
Accounts, contacts, opportunities and activity in one place, instead of spread across tools.
Need a clearer place for knowledge
An intranet, internal documentation or a published help site that people can trust.
Can share practical feedback
Time to tell us what works, what does not and what should come next.
From application to first access
- ApplyTell us about your business and the areas you need.
- We review every applicationWe are choosing a first group of businesses that fit what opens first: Knowledge hub and CRM.
- Get the full detailsBefore the beta opens in Q2 2027, we send you everything: dates, what is included and how we will work together.
Applying does not commit you to anything, and does not guarantee a place.
Know the terms before you join
| During the beta | No license fee |
| After general release | A discounted price for your first three years |
| Pricing details | Released in Q2 2027 |
| Your data | Stays in Perspectiv when the beta ends, or you can export it |
Early software can change and may have interruptions. Read the terms →
Questions before you apply
Is the whole platform included?
The beta opens with CRM and Knowledge hub, with the framework underneath. Other modules join as they are ready: see the roadmap for each module’s status.
What happens after the beta?
When Perspectiv is generally released, beta customers get a discounted price for their first three years, and their data carries over.
Can I just get product updates?
Yes. Sign up for product updates and we will email you as each area arrives. You can switch to the beta whenever you are ready.