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Peak Atlas
الحالة: Available in Peak PRM

Peak PRM · Guide

A CRM asks: when will this close?
A PRM asks: what did I promise?

Both tools work with contacts, but with different goals. This guide shows which information belongs where and why keeping them apart helps.

What do you want to know first?

2 questions in the plan. First question: Do I need both?

See the comparison
For
Founders, teams and consultants
Format
Guide + worksheet
الحالة
Editorial, no customer data

PRM vs. CRM

Purpose Data

Working example · Context

Do I need both?

If you run structured sales, usually yes. If you mostly look after partners, mentors, investors or referrers, a PRM alone is often enough.
Both tools work with contacts, but with different goals.
Who sees what · PEAK ATLAS / R03

Comparison · state of evidence

Sample data · nothing is sent
Peak PRM checked against its own code. Dated sources for other vendors are still missing, so their column stays empty.
JobPeak PRMOther vendors
Daily list with a reasonAvailable in Peak PRMSource missing
Network with notesAvailable in Peak PRMSource missing
Rhythm per personAvailable in Peak PRMSource missing
Promises from conversationsAvailable in Peak PRMSource missing
Conversation briefAvailable in Peak PRMSource missing
Capture momentsBetaSource missing
Introductions with consentBetaSource missing
IntegrationsPlannedSource missing

Interactive demo with invented sample data. No account, nothing is saved or sent.

The starting point

Example: a consulting team

Felix leads a small consulting team. The CRM says: “process analysis proposal, 60% stage”. His PRM says: “Contact changes role in spring; I offered to help with the handover.” Both matter, but for different questions. Felix is invented.

Context → question → next step

From reading to doing

Questions to ask yourself

Local working template
Which questions help you?
Your selection.
Your next step.
Your worksheet

Your next step

2 questions selected

  1. Do I need both?

    If you run structured sales, usually yes. If you mostly look after partners, mentors, investors or referrers, a PRM alone is often enough.

  2. Can I use my CRM as a PRM?

    Technically often yes, with note fields. In practice, personal notes end up in team data, and contacts without a deal fall out of view.

Local worksheet · no product action
One question, up close

Example: a consulting team
Example, invented

Felix leads a small consulting team. The CRM says: “process analysis proposal, 60% stage”. His PRM says: “Contact changes role in spring; I offered to help with the handover.” Both matter, but for different questions. Felix is invented.

Editorial working example
01 / Context

Do I need both?

If you run structured sales, usually yes. If you mostly look after partners, mentors, investors or referrers, a PRM alone is often enough.

A

No CRM syncPeak PRM doesn't sync with external CRMs today. Contacts come in via CSV, vCard or LinkedIn data export.

B

No pipeline in Peak PRMPeak PRM has no deal stages and no revenue forecast. Peak One has a CRM as a separate app for that.

The playbook

How it works

One learning path. Three perspectives.
From knowing to the next step

A CRM asks: when will this close?
A PRM asks: what did I promise?

Purpose → Data → Who sees what

  1. 01

    Purpose

    CRM: make revenue predictable, move deals through stages. PRM: look after relationships, keep promises, reach out at the right time.

    How you recognise it

    CRM: make revenue predictable, move deals through stages.

  2. 02

    Data

    CRM: company, deal value, stage, probability. PRM: conversation topics, moments, open promises, rhythm.

    How you recognise it

    CRM: company, deal value, stage, probability.

  3. 03

    Who sees what

    CRM data usually belongs to the team. Personal relationship notes should stay private, even when the contact is shared.

    How you recognise it

    CRM data usually belongs to the team.

  4. 04

    Working together

    A contact can live in both. Good practice: deal facts in the CRM, relationship knowledge in the PRM, nothing maintained twice.

    How you recognise it

    A contact can live in both.

Your quality check

Are you ready?

Tick what you have checked. Your selection stays in this view only.

00/ 05your checkpoints

0 of 5 points checked

Are you ready?
Sources & context

What this article is based on.

Editorial working example without customer data, measured results or promises about features that are not live.

  • Editorial demo

    Redaktionelles Muster. Die Fragen sind anpassbare Arbeitsbeispiele, keine Produktbehauptungen.

The next step

Keep pipeline and relationship apart.

Use the comparison to see which of your contact information belongs in which tool.

See the comparison

Frequently asked questions

Do I need both?

If you run structured sales, usually yes. If you mostly look after partners, mentors, investors or referrers, a PRM alone is often enough.

Can I use my CRM as a PRM?

Technically often yes, with note fields. In practice, personal notes end up in team data, and contacts without a deal fall out of view.

Do Peak PRM and Peak CRM share contacts?

Both work on the same people and companies in Peak One, so no second contact list is created. Notes and history from Peak PRM stay private.

Next

Help and contact

Questions about Peak PRM, your account or the offer? This is where to go.