Our cloud based
ERP & CRM Business
Solution Features

CUSTOMERS, CONTACT & SUPPLIER MANAGEMENT

Perspective is designed to be the only source of information you need to record all stages of the process and help continue to build a great relationship with your customers and suppliers. Learn more…

TASK & CALENDAR MANAGEMENT

Keep your business and resources on track. Your team will have access to the tools they need to improve profitability and accomplish project goals on time and on budget. Learn more…

PROPOSAL GENERATION

Automatically generate formal proposal documents straight from your quotations and get them ‘out the door’ in minutes. Create professional, error-free documents straight from your Learn more…

CUSTOM FIELDS

Whilst we’ve already included a number of standard fields to store data for your customers, suppliers, products etc, there will always be a need for additional flexibility so we have included Learn more…

ASSET MANAGEMENT

Assets represent the products you have installed or the products you have purchased. It is important for you and your employees to know what these look like, where they are located, Learn more…

BRANDED CUSTOMER PORTAL

Take customer service to the next level by giving your customers their own dedicated, branded portal site. Providing access to their quotes and orders, upload supporting information to jobs, download invoices and much, much more. Learn more…

MANUFACTURING MANAGEMENT

Our Manufacturing Management module allows the scheduling and planning of all your works orders. Using the Perspective Manufacturing app across the shop floor, allows you, your manufacturing and works office teams to see exactly Learn more…

CUSTOM BRANDING & REPORTING

We know just how important branding is and the creative effort and time that goes into getting it right. So, with this in mind, within personal settings you can customise your Perspective environment; Learn more…

AUTOMATED WORKFLOW RULES

We know just how Accelerate your project workflows with automation and collaborate effectively on the go with web-based access to project status and other information. Learn more…

LOGISTICS

Gain full control of your Logistics operations from the start of delivery to the sign off of goods. Keep a track of your driver’s current location, goods delivered, when they were delivered and who signed for them – all from Perspective’s Logistics Scheduler/Planner and Mobile app. Learn more…

ADVANCED & CUSTOM INTEGRATIONS

Built from the ground up, Perspective is tailored to your business. The limits are endless, we can build a solution bespoke to your business to streamline your everyday tasks and more. Learn more…

PRIORITY SUPPORT

Whilst we’re pretty happy with what we have created and want to share it with everybody – like everyone else we are always learning and make understanding the needs of our customers our top priority. Learn more…

LEADS & OPPORTUNITIES

Keep a track of all your leads and opportunities and quickly and easily turn a lead into an opportunity and an opportunity into a quote. Assign tasks, target dates, follow up dates, resources Learn more…

QUOTE & ORDER GENERATION

Time and name stamps provide full order tracking and traceability of orders. 3 x new dashboards will provide visibility of order volumes by department to allow for better allocation of staff. Learn more…

PRODUCTS & SERVICES MANAGEMENT

Key to the success of your ‘Perspective’ is the PSM module that should be thought of as the brains of your software. Here is the place you store the attributes associated with your manufactured, Learn more…

CREDITS, BACK-ORDERS & PURCHASE ORDERS

Perspective enables you to manage all your procurement & SOP needs without switching between multiple systems. Generate PO’s, credits & back-orders automatically from within orders Learn more…

PROJECT MANAGEMENT

Perspective project management tool without constraints. Improve profitability and accomplish project goals on time and budget. Manage employees, contractors, equipment Learn more…

FIELD SERVICE MOBILE APP

From the dedicated Perspective Field Service app you can manage jobs, assets, costings, resources, actions, follow ups, travel, forms, images, tasks and much more, including customer sign off of the job upon completion. Learn more…

MAINTENANCE AGREEMENT & SERVICE SCHEDULING

Assets need maintaining and servicing to ensure safety standards and regulations are always complied with. Perspective allows you to create and allocate maintenance agreements to your assets and carry out servicing on a timescale of your choosing. Learn more…

CUSTOM TEMPLATES

When you email out quotes, sales orders, purchase orders and invoices from Perspective to your customers and suppliers, we are sure you will want to use your standard company email footer. Learn more…

STOCK & WAREHOUSE MANAGEMENT

Essential tools to effectively manage stock holding and control your costs. Maximise efficiency with tight integration between the sales order process, purchase orders and warehouse management. Learn more…

MARKETING MANAGEMENT

We all know how important it is to market your Products and Services, but it is even more important to keep a track on how well your campaigns are going and the returns on your investment. With Perspective, your Marketing team can see Learn more…

BATCH PROCESSING

Send out your invoices, credits or any electronic document in one fell swoop. Perspective provides the foundations to send any batch documents out to your customers or suppliers over EDI, FTP, SFTP or email. Learn more…