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Concierge

Your lead form collects data. A conversation builds pipeline.

Perspective replaces your demo request form with an AI conversation that qualifies budget, timeline, and intent — so reps walk into every call ready to close.

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Your lead form collects data. A conversation builds pipeline.

Prospects prefer it

~90% completion rate vs ~46% for static forms. Conversations feel natural — not like homework.

Structured + deep

Captures the fields your CRM needs and the context it misses — in one conversation.

Pipeline in real time

Qualified leads flow to HubSpot, Slack, and Calendly the moment the conversation ends.

From Form to Conversation

A conversation captures what a form never could

  • Your form collects job title. Your concierge learns why they’re looking, who else is involved, and how urgent it is.
  • Follow-ups adapt to every answer — no two conversations are the same
  • Prospects share more because it feels like talking, not filling out fields
  • The result: structured data your CRM can act on, plus the context that closes deals
Popular Features
→ Inside the Concierge agent→ Why static forms fail
Person having a conversation with Perspective AI
ConciergeTell us what you’re looking for.
Lead Score
92
Qualified
yoursite.com/request-demo
Request a Demo
Work email *
you@company.com
Full name *
Enter your name
Company *
Company name
Company size *
Select...
Request Demo

Stop Wasting Demos

This form is costing you pipeline

  • Four fields and a submit button — that’s all your reps get before giving away 30 minutes
  • No way to tell a ready buyer from a student, a competitor, or someone who’ll ghost after the call
  • Your best prospects get the same experience as everyone else — and your close rate shows it
Popular Features
→ Try it on your form→ Compare to Typeform

Better Input, Better Decisions

When reps know more, they close more

  • Every qualified lead arrives in HubSpot with budget, timeline, decision-makers, and buying stage — before the first call
  • Reps decide who to prioritize, how to pitch, and when to push — based on real insight, not guesswork
  • 30% shorter sales cycles because the first call feels like a second call
Popular Features
→ Browse sales templates→ Inside the Concierge agent
Client inquiresContacts you for help
Concierge qualifiesScope, budget, fit
92
Job qualified & routedRight team, full context
HubSpot
Slack
Calendly
Under 2 minutes, start to CRM

Perspective integrates with your favorite tools

HubSpot
Slack
Calendly

Talk About Great Conversations

DS

Dorit Sher

CEO

@ Experity

"Perspective is great! It's easy to talk to and really understands you. The best part? It gives you smart insights super fast. If you want a tool that's friendly and helps you get things done quickly, Perspective is the way to go."

KR

Katie Rich

Vice President, Customer Delivery

@ AppDome

"Overall, it was a fun and simple experience. I appreciated the flexibility to complete the interview in my own time, the friendly and professional tone of the AI, and its conversational nature. The summary at the end was a nice touch."

KY

Katie Yagodnik

Sr. Director of Digital Customer Success

@ Totango

"Perspective AI has been a game-changer for our team. It provides deep insights from our customers and team without adding to our workload. The ease of analysis saves us time and delivers objective, actionable insights effortlessly."

FAQ

Frequently Asked Questions

See what your form is missing.

Paste your demo request page. We’ll show you the difference a conversation makes.

Free to try · No credit card required · Ready in 60 seconds

Templates

Start with a template built for capture and qualify leads

Customize in minutes. Deploy when you're ready.

What's the main challenge you're hoping to solve?

M

Capture and Qualify Leads

Learn budget, timeline, decision-makers, and what’s driving the search before your sales team gives away 30 minutes. Qualified leads get context-rich handoffs — not just a calendar slot.

Used 3,200+ times

Use Template

What's driving the timeline on this procurement?

M

Qualify RFPs Before You Bid

Uncover actual budget, decision process, and whether you’re a serious contender — before your team spends hours on a proposal. Only pursue opportunities you can win.

Used 1,200+ times

Use Template

What made you reach out to us today?

R

Prepare Every Sales Call

Learn their current pain points, what triggered the search, and what success looks like — so reps show up with a tailored pitch instead of 20 minutes of generic discovery.

Used 1,900+ times

Use Template