At a glance
- Clients, contacts and opportunities
- Contracts and statements of work for programs
- Courses and learning paths
- Live sessions with waiting lists
- Assessments with passing scores
- Certifications with renewal dates
- Trainer and coach availability
- Time and expenses for each program
- Invoices by session, milestone or fixed fee
- Knowledge hub sites for course materials
Selling, delivering and proving results
A training business needs three things to line up: what the client bought, who delivered it, and what each learner achieved. Usually those live in a CRM, a scheduling tool and a learning platform that do not talk to each other.
Perspectiv links them. The client’s contract leads to the program; the program has its sessions, trainers and learners; and completions and certifications are recorded against each person.
How Perspectiv fits a training business
Programs and content
Build courses and learning paths, add assessments with passing scores, and run live sessions with waiting lists.
Trainers and coaches
See trainers’ skills, certifications and availability, and book them onto programs and sessions.
Learners and certification
Track enrollments, progress and completion, and issue certifications with renewal dates.
Materials
Publish course materials and guides to learners on a branded knowledge site, public or for signed-in clients only.
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.
- Learning managementAlpha Q1 2027
Courses, learning assignments, compliance training, certifications and renewals.
- 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.
- 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.
- Knowledge hubBeta Q2 2027
Internal, intranet, client and public documentation, with public and restricted published sites.
- Portals and sites (framework)Planned
One portal framework: clients, suppliers, employees and guests each get their own front door.
Questions
Does Perspectiv include a learning management system?
Yes. Learning management is planned, with courses, learning paths, assessments, live sessions with waiting lists and certifications with renewal dates.
Can we publish course materials for clients?
Yes. Knowledge hub, part of the Q2 2027 beta, can be public or limited to signed-in clients, with your own branding and domain.
Can we schedule trainers by skill?
Yes. Resource management, coming soon, books people by skill, certification and availability.
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.