At a glance
- Every client, contact and opportunity in one CRM
- Proposals and quotes from your own rates by role
- Master agreements, statements of work and change orders
- Staff engagements by skill, availability and certification
- Timesheets and expenses against each engagement
- Utilization by person, team and practice
- Invoices from approved time, milestones or fixed fees
- Margin on every engagement, client and practice
- Multiple legal entities and currencies
- Your own fields, wording and page layouts
The problem with running a consultancy on separate tools
Most firms start with a CRM for sales, a project tool for delivery, a timesheet app, an accounting package and a shared drive for statements of work. Each tool works on its own. The trouble is in between: the rate agreed in the proposal is re-typed into the timesheet tool, the hours are exported to accounting, and nobody can say whether an engagement is profitable until weeks after it ends.
Perspectiv puts those steps on one record. The client, the opportunity, the statement of work, the people booked on it, their approved hours and the resulting invoice all link together, so the numbers line up without manual reconciliation.
What changes day to day
Selling
Track every company, contact and conversation in the CRM, move opportunities through pipelines you define, and build proposals from your own rate card. When a deal is won, the client and the agreed rates carry straight into the engagement.
Staffing
See who is available, what skills and certifications they hold and how much of their time is already committed. Book people firmly or tentatively, spot overallocation before it happens, and see unstaffed demand across the firm.
Delivering and billing
Consultants log time and expenses against the engagement. Managers approve them, and approved time flows to invoicing at the agreed rates, whether the engagement is time and materials, milestones or a fixed fee.
Knowing how the firm is doing
Because sales, delivery and finance share the same record, utilization and margin come from the same data the team already enters. Reports drill down from a total to the timesheets behind it.
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.
- 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.
- 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.
- SalesPlanned
Quotes, services estimates, sales orders, client agreements, invoices to clients and payment tracking.
- General ledger & accountingPlanned
Chart of accounts, journals, multi-entity accounting, intercompany, revenue recognition and period close.
- Reporting & analyticsPlanned
Operational and financial reports, dashboards and KPIs across every area, with drill-down to the records.
- Knowledge hubBeta Q2 2027
Internal, intranet, client and public documentation, with public and restricted published sites.
Questions
Is Perspectiv a PSA or an ERP?
Both. Perspectiv covers what a PSA does (projects, resources, time and billing) and what an ERP does (accounting, purchasing and people), on one shared record of your clients, projects and people.
Can we use our own rates by role and by client?
Yes. The catalog holds hourly and daily rates by role and client-specific pricing, and quotes, contracts and invoices all use the same rates.
Can partners and consultants in different countries work on the same engagement?
Yes. Perspectiv supports multiple legal entities and currencies, and legal entity groups let people work on projects across the entities in a group while each entity keeps its own books.
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.