Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first.Apply for the private beta →
01 · CRM · Beta Q2 2027
Know the client. Follow the conversation.
Accounts, contacts, leads and opportunities, with every call, meeting, email and task on the client’s timeline, so everyone sees the same relationship.
- A shared client recordAccounts, contacts and how they relate.
- Activities in contextEvery interaction on the client’s timeline.
- Pipelines you configureSet the stages to match how you sell.
02 · Knowledge hub · Beta Q2 2027
Create knowledge people can find.
Bring internal guides, policies and documentation into a clear structure, then publish selected spaces to clients or the public as their own site.
- Organize with structureSpaces, collections and pages.
- Write and collaborateDrafts, versions, owners and review dates.
- Publish selected spacesPublic or restricted sites, for the right audience.
A site publishes selected spaces.
03 · Make it yours · Beta Q2 2027
Make the fields and views your own.
Add the fields your business needs, arrange each record’s layout and save the views your team works from, without code. The same set-up carries into every area as it arrives.
- Add your fieldsCapture the details that matter to you.
- Arrange your recordPut the right information in the right place.
- Save the view you needFilters, columns and bookmarks on every list.
