Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first.Apply for the private beta →
Quote to cashFrom the first opportunity to the payment in the bank, on one connected record.
Plan to staffSee demand coming from the pipeline and put the right people on the work in time.
Time to invoiceHours and expenses captured as the work happens, approved once and billed correctly.
Procure to payFrom a purchase request to the supplier payment, with costs landing on the right project.
Month-end closeClose the books on time and margin, not just transactions, without the spreadsheet scramble.
Client collaborationGive clients one place for their projects, documents, approvals and support.
Start with the shared record
Every workflow starts from the same client.
The private beta opens with CRM and Knowledge hub in Q2 2027. Each later module joins the same record, so the steps above connect as they arrive instead of being stitched together later.
- Shared client contextEveryone works from one client record.
- Traceable hand-offsEach step links to the one before it.
- Less re-typing as modules arriveNew modules use the data you already have.
