The steps
- An opportunity in the CRM, in a pipeline you define
- A quote or services estimate from your own rate card
- A signed contract or statement of work
- A project set up from the agreed scope and rates
- Approved time, expenses and milestones
- An invoice from what was agreed and delivered
- Payment matched to the invoice
- Margin reported against the original quote
Where it usually breaks
The hand-offs. The rate agreed in the proposal is typed again into the project tool, then again into the invoice. A change in scope reaches the contract but not the billing. By the time finance sends the invoice, nobody is sure which version of the deal it should match.
How Perspectiv connects it
Each step creates the next from the same data. A won opportunity becomes a quote, the quote becomes a contract, and the contract sets up the project with its budget and rates. Approved time and milestones become invoice lines, and payments land against those invoices.
- Rates and discounts carry from the quote to every invoice
- Change orders update the contract, the budget and what can be billed
- Everyone sees the same client, from the first call to the last payment
- Margin compares what was sold with what it cost to deliver
The modules it uses
Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.
- CRMBeta Q2 2027
Accounts, contacts, leads and opportunities, with every activity on the client’s timeline and opportunity forecasting.
- Catalog & pricingPlanned
Products, services, bundles, price lists, rate cards, client-specific pricing and discounts.
- SalesPlanned
Quotes, services estimates, sales orders, client agreements, invoices to clients and payment tracking.
- Contracts (framework)Coming soon
One contracts framework for client, supplier, employee and event agreements, with renewals and e-signature.
- Project managementComing soon
Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.
- Time & expenseComing soon
Timesheets, timers and expenses against the work, approved and ready to invoice.
- General ledger & accountingPlanned
Chart of accounts, journals, multi-entity accounting, intercompany, revenue recognition and period close.
- Accounts receivablePlanned
Client balances and aging, cash application, collections and credit management.
Questions
Do we need every module to run quote to cash?
No. Start with CRM in the beta and add the rest as they are ready. Each module joins the same record, so nothing has to be migrated twice.
Can we bill time and materials, fixed fees and milestones?
Yes. The contract decides how each piece of work is billed, and invoices are built from approved time, milestones or fixed fees.
When can we use this?
The private beta opens in Q2 2027 with Knowledge hub and CRM, with the framework underneath. The other modules in this process join as they are ready, and each one plugs into the same record.