Resources and FAQ

Build a clearer customer picture.

Practical guides to set up Perspectiv CRM for your team, and answers to common questions.

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

Practical guides

Three ways to get the most from Perspectiv CRM.

Pick a guide to set up CRM for your goals.

01Define account ownershipDecide how to structure your accounts, who owns them and how you name them, before your first import.02Shape your pipelineSet up your stages to match how you sell, and agree how your team keeps each deal moving.03Prepare accounts and contacts for importGet your data ready, clean and in the right columns, then test with a small file first.

Guide 01

Define account ownership

Decide how to structure your accounts, who owns them and how you name them, before your first import.

  1. Agree what an account is.Prospects, customers, partners and vendors are all accounts. Type and lifecycle stage tell them apart.
  2. Name the owners.Each account has a principal, an executive and a manager owner. Agree what each role means at your firm.
  3. Group related companies.Use parent accounts for groups and their subsidiaries.
  4. Set naming rules.Agree whether you use the legal or trading name, and how to write it, so everyone finds the same record.

Guide 02

Shape your pipeline

Set up your stages to match how you sell, and agree how your team keeps each deal moving.

  1. Start from a ready-made pipeline.Perspectiv includes pipelines for different kinds of business. Copy one and adjust it.
  2. Name stages after what has happened.A stage like Proposal sent is clearer than Stage 3.
  3. Set probability and forecast for each stage.Deals then take them from their stage, and a change needs a reason.
  4. Add a second pipeline only when the process differs.For example, new business and renewals.
  5. Agree the next-step habit.Every open deal has a next step and a close date.

Guide 03

Prepare accounts and contacts for import

Get your data ready, clean and in the right columns, then test with a small file first.

  1. One row per account or contact.Keep each record on a single row, with one column per field.
  2. Clean up duplicates first.Merge duplicate rows in your spreadsheet before you import.
  3. Match your columns to fields.Use the field names your team will see in Perspectiv.
  4. Start with a small test file.Perspectiv checks every row before anything is saved, so you can fix problems first.

Frequently asked questions

Common questions.

Answers to the questions teams ask most about Perspectiv CRM.

Can we have more than one pipeline?

Yes. You can run several pipelines, each with its own stages, and choose one as the default.

Can a contact belong to several accounts?

Yes. A contact can stand on their own or belong to several accounts, with a different role at each.

Can we import accounts and contacts?

Yes, from a spreadsheet saved as a CSV file. Every row is checked before anything is saved. Excel files, saved column mappings and updating existing records are planned.

How does duplicate detection work?

Duplicate detection, review and merge for accounts and contacts is planned. Until then, clean duplicates in your spreadsheet before you import.

Can we capture leads from our website?

Website sign-up forms arriving as leads is planned.

Can we add our own fields?

Yes. The framework lets you add your own fields and change layouts and views, with no developers needed.

Can we export our data?

Yes. You can export any list whenever you need it.

When can we get access?

The private beta opens in Q2 2027. Apply now and we will send you the full details before it opens.

More reading: CRM for professional services →How to choose PSA software →Replacing spreadsheets →Perspectiv FAQ →

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