Our cloud based
ERP & CRM Business
NEXT LEVEL ERP, CRM AND BUSINESS SOLUTION FEATURES.
Your business, your way. Whatever your business needs, perspective provides an integrated, easy to use solution.
CUSTOMERS, CONTACT & SUPPLIER MANAGEMENTPerspective 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...
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 and much more so that you never miss the opportunity to win. Perspective can also store the reasons for an unsuccessful quote, so that next time, using this valuable knowledge, it is you that wins and not your competitor.
TASK & CALENDAR MANAGEMENTKeep 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...
QUOTE & ORDER GENERATIONTime and name stamps provide full order tracking and tractability of orders. 3 x new dashboards will provide visibility of order volumes by department to allow for better allocation of staff. Learn more...
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 own multiple templates and send directly to your customers - all within Perspective.
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, bought in products, consumables & services such as pricing, photos, weight, part numbers, minimum stock levels and much, much more. Just like a human brain, you need to keep feeding it with valuable data.
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 the ability to add custom fields. To accommodate this we have included the ability to add custom fields e.g. you might want to store contact birthdays or favourite drinks - ours is coffee btw, lots of it!
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 or jobs and link everything together for a clear picture, at every stage.
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, when they were installed, when the warranty starts and when it runs out. Perspective makes it possible to manage the assets of you and your customers - your way.
A project management tool without constraints. Improve profitability and accomplish project goals on time and budget. Manage employees, contractors, equipment and more to meet client expectations.
ADVANCED SEARCH AND REPORTING
Search your data ‘on the fly’ anywhere in the system. Search as you type means you can find what you need more easily and faster. As well as a comprehensive list of pre-built reports, we also provide the foundations for you to create your own view on everything. Working with Microsoft’s Power BI, Looker, Domo & many other business intelligence tools to provide you with the data you want to see.
FIELD SERVICEFrom 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...
Perspective Manufacturing Management module allows the scheduling and planning of all your works orders. Using the Perspective Manufacturing app across the Shop Floor, you can see exactly where your parts are at each stage of your manufacturing process and which resources are working on them. The Manufacturing Management module enables your Works office team and Shop Floor managers to make adjustments for those urgent jobs that need to be fitted into your daily schedule and for your Logistics and Installation teams to know exactly when the goods are ready for delivery.
MAINTENANCE AGREEMENT & SERVICE SCHEDULINGAssets 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 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; screens and reports to match your company brand, logos and colours. Whilst we love the images and colours of 'our' Perspective - this will be 'your Perspective, Your way!'
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. Well, you can! Custom templates give you this flexibility, along with many other custom templates to suit your needs.
AUTOMATED WORKFLOW RULESAccelerate your project workflows with automation and collaborate effectively on the go with web-based access to project status and other information. Learn more...
STOCK & WAREHOUSE MANAGEMENTEssential 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...
LOGISTICSGain 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...
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 instantly the number of leads, opportunities and ROI that have been made - making it easier for them to ask the boss for more funds!
ADVANCED & CUSTOM INTEGRATIONSBuilt 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...
BATCH PROCESSINGSend 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...
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. We are here to make your experience of Perspective a great one and to ensure that you, our wonderful customers, are at the heart of everything we do.