Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →
From catalog item to client price.
A single catalog, consistent pricing and clear rules, ready to reuse across your client work.
- Define the offeringSet the item, unit and service context.
- Set the priceChoose rates, client terms and permitted rules.
- Preview and reuseCheck the client price before it reaches a quote.
Everything you need to define, price and reuse what you sell.
- A shared catalogProducts, services and bundles with clear units and descriptions.
- Role-based ratesHourly and daily rate cards for the work you deliver.
- Client pricingPreview the price a particular client will receive.
- Controlled overridesRecord a reason when a price changes.
- Scheduled changesPrepare future prices and see where an item is used.
- Organized offeringsGroup by service line and limit items by entity, country or channel.
Volume, tiered and promotional pricing Later
Everything in Catalog & pricing
Everything you sell, with prices and rates in one list that every other area uses. Items marked Later come in a later phase.
Catalogs
- Products, services and bundles
- Units and descriptions written once
- Classifications to organize what you sell
- Packages and service bundles with optional parts
Pricing
- Price lists
- Rate cards: hourly and daily rates by role
- Client-specific pricing
- Costs and margins on every item
Discounts and rules
- Discounts by line, section or whole document
- Pricing rules you set once
- Price overrides need a reason
- Quantity ranges on price lists
Offerings
- A simple services list when you don’t need more
- Time and materials, fixed fee, milestone, retainer, recurring
- Services linked to skills, roles and project templates
- Expense items with markup and reimbursement rules
- Subscription items with setup fees and renewals
Organization
- Group offerings by service line and activity
- Limit items by legal entity, country or channel
- Preview the price any client will get
- Vendor items with lead times and preferred vendors
Control
- Schedule future price changes
- See where an item is used before changing it
- Flags missing prices and near-duplicates
- Volume, tiered and promotional pricing Later
Connected modules.
Each module keeps its own availability.
Common questions
Questions
Can we start with a simple services list?
Yes. Use only the catalog detail your business needs.
Is advanced pricing included immediately?
Volume, tiered and promotional pricing is marked Later.