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One platform instead of a stack of separate tools.

Most service businesses pay for a separate tool for each job. Each one below is part of Perspectiv, sharing the same clients, people, projects and money, so nothing has to be typed twice or stitched together.

Perspectiv CRM client record with account details, the primary contact and recent activityPerspectiv Knowledge hub page inside its workspace, collection and space
Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first.Apply for the private beta →
PSA softwareProfessional services automation: projects, people, time and billing on one record. ERP for service businessesAn ERP built around clients and projects, not warehouses and production lines. CRM for professional servicesA CRM that knows about projects, contracts and invoices, not just deals. Project management softwareProjects, programs and portfolios with the client, contract and budget always in view. Resource management softwareSee who is available, book the right people and spot shortages early. Timesheet and expense softwareHours and costs captured against the work, approved and ready to invoice. Contract management softwareAgreements, statements of work, e-signature and renewals, linked to clients and projects. Intranet softwareYour team’s wiki, guides and news, easy to find instead of buried in folders and chats. Knowledge base softwarePublic or client-only help centers and documentation, with your own branding and domain. Client portal softwareA private space for each client: projects, documents, quotes, contracts, invoices and requests. Vendor portal softwareSuppliers update their own details, see purchase orders and submit invoices. Service desk softwareTickets, service levels and the full client history in one place. Event management softwarePlans, venues, agendas, speakers, registrations and check-in, linked to your clients. Policy management softwarePolicies people can find, with proof they have read them. Learning management systemCourses, learning paths and certifications, alongside the work your people do. Recruiting softwareFrom an open role to a new starter, with nothing re-keyed along the way. Procurement softwareControl what the business buys, from the first request to the supplier’s invoice. Multi-entity accounting softwareMany legal entities, countries and currencies, with intercompany accounting. Project accounting softwareRevenue, costs and margin for every project, straight from the work.

See it in the private beta.

The beta opens in Q2 2027 with Knowledge hub and CRM. Beta customers pay no initial license fee.

Apply for the private beta Get product updates