Use cases

One customer record. A shared understanding.

Bring your teams together around the complete customer picture, from the first conversation to long-term work together.

Sales and pipeline Account management
Perspectiv CRM private beta · Q2 2027 · No license fee during the beta.Apply for the private beta →

Sales and business development

Qualify leads and move opportunities.

Give your sales team the context and tools to build pipeline and win work.

  1. See the full pictureAccount details, contacts, conversations and opportunities in one place.
  2. Prioritize what mattersProbability, forecast category and a next step on every deal.
  3. Work as a teamShared notes, activities and views keep everyone aligned as deals progress.

Account managers

Owners, contacts, documents and conversations together.

Give account managers a complete view of each customer, so they can build stronger relationships and find new work.

  1. Find information quicklyKey details, contacts, documents and past conversations in one place.
  2. Spot growthRelated leads, opportunities and contracts on the account.
  3. Know who mattersEach contact's role and functions at the account.

Delivery and support

Shared customer context, with the right access.

Help delivery and support teams get up to speed quickly and give every customer a consistent experience.

  1. Understand the customerAccount details, contacts, open opportunities and recent conversations.
  2. See what others are doingActivities and notes from the sales and account teams.
  3. Access that fitsPeople see their part of the organization, and hidden accounts stay unnamed.

A connected platform

One platform. A complete customer workflow.

The same records support sales, account management and delivery across your organization.

  1. LeadsCapture and qualify.
  2. AccountsKeep customer information in one place.
  3. ContactsThe people who matter.
  4. OpportunitiesTrack and move work forward.
  5. ActivitiesCalls, meetings and tasks.
  6. DocumentsStore and share key files.

Tell us about your CRM goals.

We will learn about your team and show you how Perspectiv CRM can help.

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