What we handle for you.
We connect your CRM, inbox and calendar and set up your accounts, so Perceptivity works with the tools you already use.
We help move contacts, deals and history from your existing tools into one record, and check it before you rely on it.
We start from templates and build your first workflows with you, so what runs matches how your team actually works.
Hands-on help getting your team comfortable with the platform and the workflows, so everyone can adapt them as you grow.
Regular sessions with our team to plan your rollout, review results and decide what to automate next.
Continued help after go-live with new workflows, integrations and questions, so the platform keeps pace with your team.
From signed to running.
We learn how your team sells today, what tools you use and what you want running first.
Your contacts, deals and history are brought across and checked together.
Templates are adapted and your first workflows are built and tested with your team.
We train your team on the platform and the workflows, so everyone is confident using them and can adapt them as you grow.
Strategy calls and ongoing support continue after launch, so what runs keeps improving as your team grows.
Something complicated? we will build it.
Every account starts with workflows already built in for missed calls, appointment reminders, no-shows and re-engagement, once your phone, email and calendar are connected. You can switch any of them off. For anything more involved, raise a request with support and we will build it for you.
Start with Day One.
Common questions.
Can I move data from my current tools?
Yes. Import it yourself, or ask deployment support for hands-on help.
Can you build workflows for us?
Every account includes built-in workflows and a drag-and-drop builder with AI. For anything more complex, request a custom workflow and we will quote it.
How do you help the team adapt?
We train your team on the platform and on the workflows we build together, so everyone is confident using them day to day.
What happens after we go live?
You keep regular strategy calls with our team and ongoing support for new workflows, integrations and questions.