At a glance
- Incidents, service requests, problems and changes
- Response and resolution targets with service calendars
- Warnings before a service level is breached
- Tickets from email and the customer support portal
- Managed-services contracts and recurring billing
- Projects for onboarding, migrations and upgrades
- Technician skills, certifications and availability
- A knowledge base for your team and your clients
- Supplier records, purchase orders and equipment
- Single sign-on and two-factor sign-in
Why MSPs outgrow their tools
Many IT services firms run a ticketing tool, a separate project tool, a billing system and a wiki. Contract terms live in one place, the service levels in another, and the hours spent on a client are spread across all of them. Answering “is this client profitable?” means exporting from three systems.
Perspectiv connects the service desk, projects, contracts and finance through the client record, so tickets and projects both belong to the same client and contract.
How Perspectiv fits an MSP
Service desk
Handle incidents, service requests, problems and changes, with response and resolution targets, service calendars and warnings before a target is breached. In a later phase, clients will also see the status of their own tickets in the customer support portal.
Contracts and recurring billing
Keep master agreements and statements of work together, with renewals and recurring billing so nothing lapses or goes unbilled. Managed-services schedules follow in a later phase.
Projects
Run onboarding, migrations and upgrade projects with tasks, milestones, change requests and timesheets, all linked to the same client.
Knowledge
Write runbooks and how-to guides once, then publish them to your team on the intranet or to clients on a branded help center.
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.
- Customer supportPlanned
Client tickets, support agreements, SLAs, entitlements, billable support and a customer support portal.
- Internal service deskPlanned
Employee IT support, service requests, incidents and access requests, with internal service levels.
- 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.
- 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.
- PurchasingPlanned
Requisitions, purchase orders, receiving, vendor invoices and a vendor portal.
- Resource managementComing soon
Availability, scheduling, staffing, capacity, utilization and pipeline-driven demand.
- Identity & access (Admin)Beta Q2 2027
Users, roles, security groups, legal entity security, single sign-on and access auditing.
Questions
Does Perspectiv have a service desk?
Yes. Customer support and the internal service desk are planned, with incidents, service requests, problems, changes, service levels and service calendars, linked to the client, contract and project.
Can clients see their own tickets?
In a later phase. Through the customer support portal, clients will be able to raise requests and see the status of their own tickets, and only what you choose to share.
Can we publish a help center for our clients?
Yes. Knowledge hub, part of the Q2 2027 beta, publish public or client-only help centers with your own branding and domain.
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.