From first contact to what’s next.
- Capture the relationshipAdd the account, people and contact preferences.
- Qualify the opportunityRecord the source, next step and qualification checks.
- Keep the conversation movingTrack activity and review the client in context.
Everything you need to manage client relationships.
- Accounts and contactsKeep addresses, documents and dated relationships together.
- Your pipelineDefine stages and qualification checks that fit your sales process.
- Shared activity historyCalls, meetings, emails and tasks stay on the client record.
- Clear ownershipKnow the account owner, key contacts and next review date.
- Grounded forecastsKeep forecast categories separate from pipeline stages.
- Clean recordsFind duplicates and merge them without losing history.
Everything in CRM
Every account, contact and conversation in one place, so you always know where things stand with a client. Items marked Later come in a later phase.
Accounts and contacts
- Accounts with addresses and documents
- Contacts with lifecycle stages
- Contact restrictions: how each person may be contacted
- Dated relationships between accounts and contacts
- Addresses for contacts as well as accounts
Leads and opportunities
- Leads with source, rating and qualification
- One-step conversion from lead to opportunity
- Pipelines and stages you define
- Qualification checks before a deal moves on
- Search across accounts, contacts and leads
Day to day
- A timeline of activities on every record
- Duplicate detection
- Tags
- Saved views and personal bookmarks
- Role-based access to every record
Ownership and history
- Parent accounts and account relationships
- Senior, sales and account owners for each account
- Client-since date and next review date
- Contacts marked as billing, decision maker or sponsor
- The full history of every client and prospect
- W-9 scanning and extraction Later
Opportunity forecasting
- Forecast category separate from pipeline stage
- Probability overrides need a recorded reason
- Expected revenue, cost, hours and start date
- Opportunity teams with roles and dates
- Ready-made pipelines for services and product orders
Activities
- Calls, meetings, emails and tasks with several people
- Last and next contact dates kept up to date
- Merge duplicates while keeping full history
Connected modules for a complete view.
Each module keeps its own availability.
At a glance
- Companies with addresses and documents
- Contacts with lifecycle stages
- How each person may be contacted
- Dated relationships between companies and contacts
- Leads with source, rating and qualification
- One-step conversion from lead to opportunity
- Pipelines and stages you define
- A timeline of activities on every record
- Duplicate detection
- Saved views, tags and bookmarks
More than a pipeline
In Perspectiv, the client is the center of the record. Opportunities turn into quotes and contracts, contracts into projects, and projects into hours and invoices, all linked to the same company and contacts. Anyone looking at a client sees the full relationship, not just the open deals.
Built to match how you sell
- Define your own pipelines, stages and qualification checks
- Add your own fields and page layouts, without code
- Rename records to match your words: clients, accounts, customers
- Import your existing contacts from a spreadsheet, mapping your columns as you go
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.
- CRMBeta Q2 2027
Accounts, contacts, leads and opportunities, with every activity on the client’s timeline and opportunity forecasting.
- SalesPlanned
Quotes, services estimates, sales orders, client agreements, invoices to clients and payment tracking.
- Catalog & pricingPlanned
Products, services, bundles, price lists, rate cards, client-specific pricing and discounts.
- 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.
- Application configuration (Admin)Beta Q2 2027
Your own fields, form layouts, views, navigation, forms and portal set-up, without code.
- Lists and views (framework)Beta Q2 2027
Saved views, filters, bookmarks, spreadsheet import and export on every list.
Questions
Can we use our own stages?
Yes. Pipelines and qualification checks are configurable.
What opens first?
CRM and Knowledge hub enter private beta in Q2 2027.
Is the CRM in the beta?
Yes. CRM is one of the first parts of Perspectiv, in the Q2 2027 private beta.
Can we import our contacts?
Yes. Import from a spreadsheet with field mapping, and export any list whenever you need it.
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.