Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first.Apply for the private beta →
Consulting and advisory firmsWin the work, staff it with the right people and see margin on every engagement.
Creative and marketing agenciesRetainers, projects, timesheets and client approvals in one place, with margin you can trust.
IT and managed service providersService desk, projects, contracts and recurring billing for MSPs and IT services firms.
Architecture, engineering and design firmsPhases, fees, staffing and project accounting for AEC and design firms.
Accounting, legal and other practicesClients, engagements, time, documents and policies for professional practices.
Event companiesEvent plans, venues, agendas, speakers and registrations, linked to your clients.
Training and coaching businessesCourses, learning paths, live sessions and certifications, alongside your clients.
Software and product companiesImplementation projects, subscriptions, support and documentation for software companies.
Multi-company and PE-backed groupsSeveral legal entities, currencies and brands on one platform, with consolidation to follow.
A shared foundation
Shaped to your kind of business.
Every industry uses the same platform underneath, set up with its own wording, fields and records.
One client context
Clients, contacts, work and documents stay on one connected record.
Your terminology and records
Add your own fields, labels and layouts without code.
Connected as the platform grows
New modules join the same record, so nothing is migrated twice.