At a glance
- Event plans and budgets
- Venues and spaces, with clash checks
- Sessions with one or more speakers
- A schedule grid and printable agendas
- Clash warnings for rooms and speakers
- Registrations and an event site
- Dietary and accessibility lists
- Check-in on the day
- Attendees linked to their client records
- Suppliers, purchase orders and invoices
One system from booking to check-in
An event usually touches a CRM for the client, a contract, a project plan, a budget spreadsheet, supplier quotes and a registration tool. When the client changes the date or the room, every one of them needs updating.
In Perspectiv, the event belongs to the client and the project. Venues, sessions, speakers and registrations sit on the event, and the budget and supplier costs sit next to them.
How Perspectiv fits an event company
Planning
Create event plans with budgets, and book venues and spaces with clash checks so two sessions never land in the same room.
Agenda and speakers
Build the agenda on a schedule grid, assign one or more speakers to a session, and publish draft or final agendas, including printable versions.
Attendees
Take registrations through an event site with personal agendas, keep dietary and accessibility lists, and check people in on the day. Attendees link to their client records, so you know who came from which client.
Suppliers and money
Raise purchase orders to suppliers, match their invoices, and see the event’s costs against its budget.
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.
- 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.
- PurchasingPlanned
Requisitions, purchase orders, receiving, vendor invoices and a vendor portal.
- Financial planning & budgetingPlanned
Budgets, forecasts, cash flow forecasting and what-if scenarios.
- Portals and sites (framework)Planned
One portal framework: clients, suppliers, employees and guests each get their own front door.
- Reporting & analyticsPlanned
Operational and financial reports, dashboards and KPIs across every area, with drill-down to the records.
Questions
Does Perspectiv include event management?
Yes. Event management is planned, in its own Events area, with planning, budgets, venues, sessions, speakers, registrations and check-in.
Can we stop two sessions being booked in the same room?
Yes. Venues and spaces have clash checks, and the agenda warns about clashes for rooms and speakers.
Are attendees linked to our clients?
Yes. Attendees link to their client records, so event history appears with the rest of the client relationship.
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.