Lead and client management made easy

Manage your contacts, map your pipeline, and share leads right where you collect them using our native, shareable, 100% white-label CRM and Workspaces.

Used daily by more than 5,000 small and large businesses.

zalando logo
google logo
dhl logo
Coca-Cola logo
Ergo Logo
Talentmagnet Logo
Mercedes Benz Logo
Smava Logo
Marriott Logo
Radyant Logo
Daimler Truck Logo
Entrepreneur University Logo
zalando logo
google logo
dhl logo
Coca-Cola logo
Ergo Logo
Talentmagnet Logo
Mercedes Benz Logo
Smava Logo
Marriott Logo
Radyant Logo
Daimler Truck Logo
Entrepreneur University Logo

Why do you need a shareable CRM?

One less tool, much easier collaboration. Phew.

Before...

  • No place to organize and analyze lead data
  • People forget to share, monitor, and follow up with leads
  • “Did we already contact this person?”

After Perspective

  • Manage contacts in a beautifully designed CRM you can customize and share
  • Sync contact data easily to other tools
  • Sort funnels and their CRMs by client, project, team, etc. from one account

How to nurture and close leads with the CRM and Workspaces

Done simply and intuitively.

Map your pipeline stages

Get the CRM ready for each funnel by customizing status stages and properties, and arranging views to your liking—whether Kanban or list. Have fun with drag-and-drop edits just like the Funnel Editor.

Follow up however you like

Whether via phone, email, ads retargeting, or another tactic, the CRM paired with integrations and lead notifications help you or your collaborators follow up with contacts easily and swiftly.

Collaborate with your team or clients

Invite your team or clients into the CRM of any funnel via Workspaces so it’s easier to assign responsibility to the right people and let them manage leads.

Always be closing

Track wins and losses, and create a lead scoring system, so you can continuously refine your processes and close the highest-quality leads.

Generated over 900 applications in 10 weeks and over 120 new hires.

Phillip Weber, CEO

Generated 1,737 applications for $6.30 and placed 19 hires.

Stefan Zangerle, Partner

Reaches their target audience with whom they stop climate change.

Cindy Schüller, Founder & Marketer

All CRM and Workspaces features

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
NEW

White-label Workspaces

Create workspaces that neatly match your brand without any trace of Perspective Software.

Workspaces
All
NEW

Share your workspace

Invite up to 10 users to your workspace including your ATS/CRM, e.g. customers. 100% white-label.

Workspaces
All
NEW

Device-based tracking

Device-based tracking ensures you get the most complete view of lead data, no matter if they leave.

CRM
All
NEW

Powerful contact profile

Access all lead information fast with our customizable sidebar per contact. Simply adjust it to your liking.

CRM
All
NEW

Kanban View

The Kanban view provides a visual overview of your lead pipeline showing where each lead is located.

CRM
All
NEW

Flexible List View

Our CRM list view allows you to easily and efficiently scan a large amount of leads and data.

CRM
All
NEW

Custom Status Stages

Edit statuses and colors in your CRM to accurately map your lead pipeline. No other tool needed!

CRM
All
NEW

Multiple Lead Notifications

Let up to 5 selected people may receive an email with all contact information when a new lead enters.

CRM
All
NEW

Inline Editing

In list view, inline editing allows you to directly edit data in the CRM table, no need to open the contact profile.

CRM
All
NEW

Dashboards or Folders

Workspaces are powerful dashboards that can be shared with clients as CRM/ ATS. Or use them as folders!

Workspaces
All
NEW

Custom Workspace Domain

Use our 100% white-labelled domain and create your own workspace subdomain, just the way you want it.

Workspaces
All
NEW

Lead Scoring

Use custom properties in your CRM and create a lead scoring system for your clients or team members.

Workspaces
All
NEW

Unlimited Funnels per Workspace

Workspaces do not limit you, because you can add an unlimited number of Funnels per workspace.

Workspaces
All
NEW

Session-based tracking

Track contacts based on single, continuous, or uninterrupted funnel walkthroughs.

CRM
All
NEW

Recruitee

Trigger actions in Recruitee from new applicants in Perspective using Zapier or Make.

CRM
All
NEW

Close

Create or update Close contacts from new Perspective leads using Zapier or Make.

CRM
All
NEW

Personio

Trigger actions in Personio from new applicants in Perspective using Zapier or Make.

CRM
All
NEW

Salesforce

Create or update Salesforce contacts from new Perspective leads using Zapier or Make.

CRM
All

Start advertising more effectively in the mobile age.

Cancel anytime
Access to all content
Expert support
Du scheinst Deutsch zu sprechen.

To chat with our Support Team, you need to accept the "Marketing Cookies".