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.
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?”
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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
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Workflows for closing faster
And we’re just getting started.
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.
All CRM and Workspaces features
White-label Workspaces
Create workspaces that neatly match your brand without any trace of Perspective Software.
Share your workspace
Invite up to 10 users to your workspace including your ATS/CRM, e.g. customers. 100% white-label.
Device-based tracking
Device-based tracking ensures you get the most complete view of lead data, no matter if they leave.
Powerful contact profile
Access all lead information fast with our customizable sidebar per contact. Simply adjust it to your liking.
Kanban View
The Kanban view provides a visual overview of your lead pipeline showing where each lead is located.
Flexible List View
Our CRM list view allows you to easily and efficiently scan a large amount of leads and data.
Custom Status Stages
Edit statuses and colors in your CRM to accurately map your lead pipeline. No other tool needed!
Multiple Lead Notifications
Let up to 5 selected people may receive an email with all contact information when a new lead enters.
Dashboards or Folders
Workspaces are powerful dashboards that can be shared with clients as CRM/ ATS. Or use them as folders!
Custom Workspace Domain
Use our 100% white-labelled domain and create your own workspace subdomain, just the way you want it.
Lead Scoring
Use custom properties in your CRM and create a lead scoring system for your clients or team members.
Unlimited Funnels per Workspace
Workspaces do not limit you, because you can add an unlimited number of Funnels per workspace.
Session-based tracking
Track contacts based on single, continuous, or uninterrupted funnel walkthroughs.
Recruitee
Trigger actions in Recruitee from new applicants in Perspective using Zapier or Make.
Close
Create or update Close contacts from new Perspective leads using Zapier or Make.
Personio
Trigger actions in Personio from new applicants in Perspective using Zapier or Make.
Salesforce
Create or update Salesforce contacts from new Perspective leads using Zapier or Make.
Field for uploading files
Applicants submit CVs after funnel completion? Now create your own file fields in the CRM to store all important information centrally in one place.
Profile Notes
Add comments such as important conversation details, notes for your colleagues or personal information directly to contacts in the CRM.
Activity Log
The activity log is like a digital diary for leads: Your team can see at any time what has happened and who is responsible for it.
Kanban Properties
Display all contact properties relevant to you in the CRM directly on the Kanban cards.
Status Templates
Create status templates that enable standardized lead processing. Use them workspace-wide or specifically in relevant funnels.
Status Overview
Easily keep an eye on the status of each CRM across multiple funnels and projects and immediately recognize where there may be bottlenecks.
Filter
Use the new CRM filters and customize your CRM view so that only the contacts that are relevant to you are displayed.
Integrations Profile
Each integration has its own profile in which the most important functions and benefits are highlighted - including step-by-step video instructions.
New Navigation
With the main navigation in the center and ubiquitous loading functions, the most important functions can be reached quickly. You also have the workspace selector at the top left, which you can use to switch between workspaces.
Workspace Overview
With the workspace overview, you have the most important information about your entire account in one view. Get a quick overview of which Funnels or Workspaces need attention.
Main Workspace
Your main workspace, which is automatically created when you create your Perspective account, now works like a normal workspace. Invite users, customize the domain, the workspace logo and the name.
Invite Colleagues and Clients
Invite colleagues or customers to your workspaces so that you can work on funnels and manage leads together.
User Roles
Invite colleagues, customers or partners and assign them individual roles with different rights. Collaboration in Perspective has never been so easy!
Partnership Dashboard
In the new Partnership Dashboard you can now see your referral link, which earns you 30% revenue share. You can also see all your sales, sign-ups, link clicks and more directly in Perspective.
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Workspace Overview
We built new integrations: ActiveCampaign, Recruitee, Personio and now contacts can be easily created via Zapier. More coming.
