Features
CRM
Customers, Suppliers & Contacts
Perspective lets you keep track of all your customers, contacts and suppliers information in one place wherever you are. In the office or on mobile. Get and update the information you need anywhere, anytime.
Get The Information You Need
Find everything you need in one place
Maintain accurate, historical customer and service records by storing all opportunities, quotes, orders jobs, incidents, invoices and a full billing history associated with every customer. You can also tag records to track and report on other important client details.
Everything Together
See all activities & notes for all your customers, always visible and ready to update. Link photographs, PDF’s, word documents, excel spreadsheets and any other type of files to a customer, opportunity, quote, job and more as well as customer signatures and other useful information.
You can add quick notes and activity for customers and instantly link them to all of their quotes, orders, incidents, jobs and more, for easy access anywhere anytime.
Available Everywhere
Access your data wherever you are
Perspective offer a range of mobile apps to help your team what’s important to them. Our mobile apps offer your sales team access to all their leads, opportunities, quotations as well as all customer and contact details.
View and add activities and notes to customers out in the field and perspective seamlessly syncs back to the main system so everything is always up to date.
Connected to what’s important
Integrate with your favourite software
Perspective can connect to the software that’s important to you and your business.
Through our own API and other 3rd parties we can connect to, and sync with most systems including: Sage based systems, Xero, QuickBooks, Gmail and Google products, Microsoft office plus many more.
We also provide services to connect or develop links to your own in-house legacy systems.