Perspectiv CRM: every relationship, a clearer next step

Built for your team

A CRM that fits how you work.

Whether you are working a pipeline, growing existing accounts or bringing in new leads, Perspectiv CRM keeps the whole relationship in view and the next step clear.

Customers

One complete customer picture.

Account details, the people you work with, open opportunities and recent activity, in one place.

Account detailsType, lifecycle stage, owners and parent account.
ContactsEach person and their role at the account.
Open opportunitiesValue, stage and next step.
Recent activityCalls, meetings and notes.

Opportunities

Move opportunities forward.

See your pipeline by stage, keep the key details in view and keep everyone agreed on what happens next.

Board and listEvery deal by stage, or as a list.
Key detailsValue, close date and next step.
Probability and forecastTaken from the stage, with a reason when changed.
Stage historyEvery move, recorded.

Conversations

Keep conversations in context.

Log calls, meetings and notes against the accounts, contacts and opportunities they belong to.

Calls and meetingsWith every participant and their response.
Emails and tasksLogged against the right records.
Notes with commentsOn every CRM record.
DocumentsUpload, version and preview on the account.

Connected across Perspectiv

Shared customer records.

The same customer records serve every part of Perspectiv, so everyone works from one up-to-date picture.

One recordAccounts and contacts are shared, not copied.
Same context everywhereDelivery, finance and support read the same customer.
Access by teamPeople see the records of their part of the organization.

On the roadmap

More ways to keep your data clean.

We are adding more ways to keep records tidy and bring new ones in, so your CRM stays the place your team trusts.

PlannedDuplicate detection and mergeFind, review and merge duplicate accounts and contacts.
PlannedWebsite sign-ups as leadsForm submissions from your website arrive as leads.
PlannedMore import optionsExcel files, saved mappings and updating existing records.