Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →
How it works
From setup to completed responses.
- Build the questionsCreate reusable question sets in the shared Admin builder.
- Choose the contextUse the forms for requests, feedback and information gathering across the platform.
- Collect responsesShare the form and collect responses from the right people.
- Review the resultsKeep responses with the related work and view them when needed.
Built around the work
A flexible capability that fits different needs.
- A reusable question setQuestion types, sections and required answers.
- Answers on the right recordKeep submitted responses with their related work.
- Choice of response modeUse identified or anonymous responses where appropriate.
- Useful across areasProject intake, Service feedback and Events registration.
Everything in Forms and questionnaires
Build a form once in Admin, then send and answer it wherever the work happens.
Build
- A central form and questionnaire builder
- Question types, sections and required answers
- Reusable forms across areas
Use
- Customer satisfaction surveys in Service
- Event registration and feedback in People
- Project requests and intake
Results
- Answers stored on the related record
- Results in reports and dashboards
- Anonymous responses where you choose
Connected across Perspectiv
Each capability keeps its own availability.
Common questions
Questions
Where are forms created?
In the shared Admin builder. The Forms and questionnaires capability is planned.