At a glance
- Customers, contacts and opportunities
- Products, services and bundles in one catalog
- Subscriptions and recurring billing
- Implementation projects with milestones
- Customer acceptance of deliverables
- Support tickets with service levels
- Product documentation and help centers
- Your own domain and branding for docs
- Renewal and expiry reminders
- Product roadmaps and planned work
Services, support and docs around the customer
Software companies often have a CRM for sales, a separate tool for implementation projects, another for support tickets and a documentation platform. Each holds a slice of the customer relationship.
Perspectiv keeps the subscription, the implementation project, the support history and the documentation the customer reads on one customer record.
How Perspectiv fits a product company
Selling and renewing
Sell products, services and bundles from one catalog, manage subscriptions and recurring billing, and get reminders before renewals and expiry dates.
Implementation services
Run onboarding and implementation projects with milestones, deliverables and customer acceptance, with time and expenses tracked against them.
Documentation
Write product documentation once and publish it to a branded help center on your own domain, public or for signed-in customers only, with redirects when pages move.
Support
Handle incidents and service requests with response and resolution targets, and point customers to answers from your knowledge base.
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.
- Knowledge hubBeta Q2 2027
Internal, intranet, client and public documentation, with public and restricted published sites.
- 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.
- Time & expenseComing soon
Timesheets, timers and expenses against the work, approved and ready to invoice.
- Customer supportPlanned
Client tickets, support agreements, SLAs, entitlements, billable support and a customer support portal.
- Product managementComing soon
Product ideas, customer feedback, roadmaps, prioritization and release planning.
Questions
Can we publish product documentation on our own domain?
Yes. Knowledge hub, part of the Q2 2027 beta, support your own branding, themes and domain, with redirects when addresses change.
Can we manage subscriptions?
Yes. Subscriptions and recurring billing are part of the Sales module, which is planned.
Can we import our existing documentation?
Yes. Knowledge hub can import content from other tools.
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.