Product tour

From first contact to the next opportunity.

Accounts, contacts, leads, opportunities and activities in one connected view. Here is how each part works.

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Perspectiv CRM private beta · Q2 2027 · No license fee during the beta.Apply for the private beta →
1

Accounts

A complete view of every account.

Accounts hold every kind of relationship, from prospect and customer to partner and vendor. Each one shows its owners, its people, its leads, opportunities and contracts, and its documents.

  • Three named ownersPrincipal, executive and manager.
  • Parent accountsAnd account-to-account relationships.
  • Related recordsLeads, opportunities and contracts on the account.
  • DocumentsVersions, preview, and documents from its deals.
2

Contacts

Stronger relationships through richer contact data.

Keep people in one place. A contact can stand on their own or belong to several accounts, with a different role at each.

  • Several accountsA different role at each one.
  • Communication restrictionsDo not call, do not email and more.
  • Lifecycle stageFrom subscriber to customer, separate from active.
  • Every channelExtra phone numbers, emails and LinkedIn.
3

Leads

Turn more leads into opportunities.

Tie a lead to an account, a contact or both, without copying their details. Qualify it, then convert it to an opportunity that carries everything across.

  • Rating and sourceHot, warm or cold, and where it came from.
  • QualificationBudget, timeframe and notes.
  • Create as you goAdd the account and contact while creating the lead.
  • Safe conversionRetry as often as needed: never a second opportunity.
4

Opportunities

Keep your pipeline focused and moving.

Run several pipelines, each with its own stages. Probability and forecast category follow the stage, and every move is recorded.

  • Several pipelinesOne default, each with its own stages.
  • Ready-made pipelinesFor different kinds of business, adjusted to yours.
  • Qualification listsDecision criteria, key pain, business value and urgency.
  • Won and lostClosed separately from ordinary stage moves.
5

Activities

Every conversation in context.

Log calls, meetings, emails and tasks against accounts, contacts and opportunities, with every participant.

  • Calls and meetingsSeveral participants, with their responses.
  • TasksMarked complete when done.
  • NotesWith comments, and Show more on long ones.
  • TagsFrom the shared tag list.

Lists

Lists that work the way you do.

Saved views

Filters, sorting, grouping and columns, saved and shared with a description of what each view shows.

Export

Export any list whenever you need it.

Only the fields you use

Fields switched off in setup disappear from forms, lists and pickers, without losing data.

See it with your own customers.

Beta customers pay no license fee during the beta, and get a discounted price for their first three years after release.

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