Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →
How it works
Four simple steps to make the system work your way.
- Choose a fieldAdd a field, choose a value list and use the names your team understands.
- Preview the layoutSee how it looks with your fields, labels and layouts.
- Review the changeCheck dependencies and review changes before they go live.
- Publish consistentlyApply the changes across the areas that use them.
Built around the work
A shared capability that adapts to your team.
- Your fields and valuesAdd fields, choose value lists and use the names your team understands.
- Layouts that fitArrange tabs, related lists and quick-create forms.
- A consistent identityPreview your colors, logo and navigation before publishing.
- Changes you can reviewSee dependencies and review changes before they go live.
Everything in Make it yours
Shape Perspectiv to the way you work, without code or a consultant.
Fields and layouts
- Add your own fields to any record
- Custom tabs and page layouts, built by drag and drop
- Changes reviewed before they go live
Words
- Rename records and fields
- Your own lists of values
- Labels ready for other languages
Look and navigation
- Your colors and logo
- Menus you arrange
- A choice of navigation styles
Brand and look
- Brand color with an accessibility contrast check
- A branded sign-in page with your welcome message
- Preview branding, publish it, revert any time
Forms and data
- Link record types and show related lists
- Show fields from related records automatically
- Turn a field off once, hidden everywhere
- Separate quick-create and full detail forms
- See what depends on a field before removing it
Connected across Perspectiv
Each capability keeps its own availability.
Common questions
Questions
Is this a separate product?
This is a shared Framework capability used across Perspectiv.