Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first.Apply for the private beta →
Private beta · Q2 2027
Opening first.
Two modules and the shared foundation under them.
CRM (Sales)Beta Q2 2027Every account, contact and conversation in one place, so you always know where things stand with a client.
Knowledge hub (Insights)Beta Q2 2027Your team’s documentation, intranet and client help centers, easy to find instead of buried in folders and chats.
Shared foundationBeta Q2 2027The platform services every area runs on: Setup, Identity & access, Application configuration, Data management, Tenant settings, Make it yours, Lists and views.
Alpha · Q1 2027
Even earlier.
An early release for a small group, in Q1 2027, ahead of the private beta.
| Module | Area | What it does |
|---|---|---|
| Learning management | People | Help your team grow, and keep track of the certifications your clients care about. |
Coming soon
Being built now.
The modules marked Coming soon on the area pages.
| Module | Area | What it does |
|---|---|---|
| Project management | Projects | Run every project from kick-off to close-out, with the client, contract, budget and margin always in view. |
| Time & expense | Projects | Capture hours and costs against the work as it happens, ready to approve and bill. |
| Product management | Projects | Decide what to build next, with every idea and request traced to the clients who asked for it. |
| Workforce | People | One record for every person who works with you. |
| Resource management | People | See who’s available and put the right people on the work, from the first opportunity to the last task. |
| Workflow & automation | Admin | The routine steps and approvals, defined once and handled the same way everywhere. |
| Contracts | Framework | One contracts framework for client, supplier, employee and event agreements, managed inside the area each contract belongs to. |
| Documents and e-signature | Framework | Files, versions and signatures on any record. |
| Workflow, notifications and My work | Framework | The routine steps, reminders and approvals, handled the same way in every area, with your to-dos in one list. |
Planned
On the roadmap.
Planned for a later release, area by area.
Explore the framework
The foundation under every area: fields, layouts, views, contracts, documents and portals.
Framework →Features, timing and availability may change.