From first step to next action
- Define the eventSet the event type, goals, key details and dates.
- Build the programAdd sessions, speakers and draft agendas.
- Coordinate deliveryManage venues, logistics, budgets and event agreements.
- Review the outcomeTrack attendance, gather feedback and keep a record of the event.
Built around your work
- A program you can shapeSessions, speakers, draft agendas and printable schedules.
- Places without clashesManage venues and spaces with room and speaker clash warnings.
- Commercials in contextKeep event budgets, expenses, contracts and sponsorships together.
- A clear operating planOrganizer roles, logistics lists and event cost review.
Event templates and series Later
Everything in Event management
Plan and run events from start to finish, for internal programs, conferences, universities, nonprofits and commercial events. Items marked Later come in a later phase.
Planning
- Event planning from draft to final report
- Venues and spaces, with clash checks
- Event budgets and expenses
- Event contracts kept with the event
Program
- Sessions and schedules
- Speakers and organizers
- Draft, published and printable agendas
- Clash warnings for rooms and speakers
Running the event
- Roles for organizers, logistics and finance
- Rooming and transport lists for suppliers
- Copy a past event with dates shifted
- Budget variance and cost per attendee
- Event templates and series Later
Connected across Perspectiv
Each module keeps its own availability.
At a glance
- Event plans and budgets
- Venues and spaces, with clash checks
- Sessions with one or more speakers
- A schedule grid
- Draft, published and printable agendas
- Clash warnings for rooms and speakers
- Registrations
- An event site and personal agenda
- Dietary and accessibility lists
- Check-in on the day
For event companies and for firms that run events
Event companies run events for clients. Many other firms run their own: client conferences, training days, partner summits. Either way, the attendees are people you already know, and Perspectiv links them to their client records.
See Perspectiv for event companies for how it fits an events business.
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.
- Event managementPlanned
Venues, sessions, speakers, registrations, check-in, event budgets and feedback.
- CRMBeta Q2 2027
Accounts, contacts, leads and opportunities, with every activity on the client’s timeline and opportunity forecasting.
- PurchasingPlanned
Requisitions, purchase orders, receiving, vendor invoices and a vendor portal.
- Financial planning & budgetingPlanned
Budgets, forecasts, cash flow forecasting and what-if scenarios.
Questions
Where do event agreements belong?
Within Events, using the shared contract framework.
What about event templates and series?
Event templates and series are labeled Later.
Is events available now?
Event management is planned, in its own Events area.
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.