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Peak CRM

Peak CRM

Contacts

Zakládej kontakty, zaznamenávej rozhovory a obchodní příležitosti a plánuj, co bude dál. Pracovní seznam ti ukáže, koho kontaktovat jako dalšího.

Contacts

Every contact with history and a next step.

Contacts, conversations and opportunities live together in the CRM, not scattered across inbox and spreadsheets.

01

The whole history in one place

A contact shows past conversations, the opportunities that came from them and the planned next step.

Result: Before every conversation you see what was discussed last.


02

Clear who is next

A work list answers the question of whom to contact next.

Result: Following up no longer depends on your memory.


03

Emails with the right contact

Peak One connects to Gmail, and emails then appear with the contact.

Result: The exchange is where you look for it.

CRMNo signup needed
Interactive demo

TRY IT. MAKE IT YOURS. TAKE IT WITH YOU.

Try a sales opportunity with editable sample data.

01

Make it yours.

Your edits stay in this tab until transfer. Reloading clears them.

02

Your next opportunity

OPPORTUNITY · SAMPLE
NewQualifiedProposal

Website project

Tomorrow Studio

3,000 EUR
Next step

Confirm the project scope

THIS IS YOUR START.

Continue with it in Peak One.

Your edited details are transferred to a new Peak One tab. Sign in there, review your draft and confirm the next step.

Sign in when you continue in Peak One.
  • Vyzkoušej bez účtu
  • Tvůj vlastní koncept
  • Ty rozhoduješ, co se zveřejní

Peak CRM

Jdi do dalšího rozhovoru se zákazníkem s celou historií.

Vyzkoušej své použití. Potom pokračuj v práci na konceptu v Peak One.

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Ilustrativní příklad

Anna Weber · Müller GmbH

Vyzkoušej