At a glance
- Clients, contacts and new-business pipeline
- Quotes and proposals from your rate card
- Retainers, statements of work and change orders
- Projects with deliverables and client acceptance
- Team planner by skill and availability
- Timesheets against every job
- Budget against actual, as the work happens
- A client portal for approvals, documents and invoices
- Your own wording for jobs, briefs and phases
- One place for the agency’s playbooks and brand guides
Where agency profit disappears
Agency margins rarely vanish in one big mistake. They leak: extra rounds of revisions that were never scoped, hours logged a week late, a retainer that quietly takes twice the time it should, and a resourcing spreadsheet nobody fully trusts. By the time the numbers arrive from accounting, the work is already done.
Perspectiv keeps scope, time and money on the same record, so the account lead can see a job’s budget burn while it is still in progress.
How Perspectiv fits an agency
New business and scoping
Track prospects and opportunities in the CRM, then build quotes and proposals from your own rate card. Versions and approvals keep track of what was actually sent to the client.
Retainers and projects
Set up retainers and projects against the client’s contract, with change orders when scope moves. Deliverables can carry client acceptance, so sign-off is recorded where the work is.
Resourcing
See designers, writers, developers and strategists by skill and availability, book them firmly or tentatively, and spot overbooked people before deadlines slip.
Clients
A client portal gives each client their own private space with their projects, shared documents, quotes, contracts and invoices, and only what you choose to share.
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.
- 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.
- 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.
- Portals and sites (framework)Planned
One portal framework: clients, suppliers, employees and guests each get their own front door.
- Knowledge hubBeta Q2 2027
Internal, intranet, client and public documentation, with public and restricted published sites.
- Reporting & analyticsPlanned
Operational and financial reports, dashboards and KPIs across every area, with drill-down to the records.
- Application configuration (Admin)Beta Q2 2027
Your own fields, form layouts, views, navigation, forms and portal set-up, without code.
Questions
Can we call things by our own names, like jobs, briefs or campaigns?
Yes. Your administrators can rename records and fields, add your own fields and build page layouts, without developers.
Can clients approve work in Perspectiv?
Deliverables can carry client acceptance, and planned client portals gives each client a private space for their projects, documents and approvals.
Can we keep our brand guidelines and playbooks in Perspectiv?
Yes. Knowledge hub, part of the Q2 2027 beta, gives every team its own space for guides, templates and news.
When can we start?
The private beta opens in Q2 2027 with Knowledge hub (intranet and published documentation) and CRM, with the framework underneath. Projects and Finance join as they are ready.