Přejít na obsah
Peak Atlas
Stav: Available in Peak PRM

Peak PRM · For agencies

Projects end. Relationships don't.Keep track of who stands behind each account.

Peak PRM groups your agency's clients, freelancers and partners into circles and shows after each milestone who deserves a follow-up.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
Try the agency scenario

Tasks, time and budgets stay in your project tool. Peak PRM looks after the people.

Example: brief, launch, follow-up

For agencies / Local preview

01The situation02The human job03The effort so far
For agencies

Example: brief, launch, follow-up

The situation
Client contacts change, and so do your project leads.
The human job
Say thank you after a launch, stay in touch with former contacts in their new jobs, remember partner freelancers.
The effort so far
The knowledge lives in the project lead's head.
Example, invented
For agenciesThe situation → The human job → The effort so far

An example

Example: brief, launch, follow-up

Sven, owner of a performance agency (example), creates a circle for the client “Nordhaus”. After launch, Care shows the head of marketing Eva and freelancer Kai. Sven thanks Eva with a first results summary and invites Kai to the next pitch.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak PRM / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three thoughts. One next step.

Draft · not yet put together

The person
Still open
The occasion
Still open
The next step
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

Two moments from your week

What is today about?

Pick the occasion. The questions and the sample note follow the situation.

For agencies

Client contacts change, and so do your project leads.

The action
Referrals often come from people who moved on long ago.
The intent
The situation
Working example / The situation

The situation

The situation
Client contacts change, and so do your project leads.
The human job
Say thank you after a launch, stay in touch with former contacts in their new jobs, remember partner freelancers.
The effort so far
The knowledge lives in the project lead's head.
Editorial structure sketch · not a customer reference

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

Try it

Is it a fit?

One clear job. Clear limits.

Example: brief, launch, follow-up
Keep track of who stands behind each account.

What it is made for.

  • The situation
  • The human job
  • The effort so far
Local previewPeak PRM · synthetic demo

Example, invented

What it doesn't do.

  • Not project management
  • Sharing is a choice

Try it

Try it with sample data.

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

Try it

Circles

Sample data · nothing is sent

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

Peak PRM / Your next step

The agency keeps its relationships.

Run a circle from brief to post-launch follow-up in the demo.

Try the agency scenario
Local working example

The agency keeps its relationships.

The knowledge lives in the project lead's head.

Frequently asked questions

Can several people at the agency use it?

Yes, through shared contacts in the workspace. Each person's notes and history remain private.

What if a contact moves to another client?

The person stays in Peak PRM. You add the new context and keep your shared history.

Does this replace our CRM?

No. Pipeline and proposals stay in the CRM. Peak PRM adds the personal relationship layer.

Next

Help and contact

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