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Peak Atlas
Stav: Available in Peak PRM

Peak PRM · For sales teams

Deals are closed with people.Not with records.

Peak PRM adds the personal layer to your CRM: three people a day, each with a reason, and a draft for the next touchpoint.

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

Local draft · no product activation
See the Today list

There is no CRM connection today. Both systems run side by side; you import contacts via CSV.

Example: Ben and the buyer after the close

For sales teams / Local preview

01The situation02The human job03The effort so far
For sales teams

Example: Ben and the buyer after the close

The situation
The CRM shows stages, amounts and close dates.
The human job
Stay in touch after the close and between deals, without every message looking like a sales attempt.
The effort so far
Personal details end up in a notes field nobody reads, or in your head until the account changes hands.
Example, invented
For sales teamsThe situation → The human job → The effort so far

An example

Example: Ben and the buyer after the close

Ben, an account executive at a SaaS vendor (example), sees the buyer Paul in Today, two months after closing. The reason: Paul had mentioned his first marathon. Ben asks how the race went, with no offer attached.

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 sales teams

The CRM shows stages, amounts and close dates.

The action
Who is celebrating a promotion right now is not in there.
The intent
The situation
Working example / The situation

The situation

The situation
The CRM shows stages, amounts and close dates.
The human job
Stay in touch after the close and between deals, without every message looking like a sales attempt.
The effort so far
Personal details end up in a notes field nobody reads, or in your head until the account changes hands.
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: Ben and the buyer after the close
Not with records.

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.

  • Peak PRM does not read your CRM
  • No sequences

Try it

Try it with sample data.

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

Try it

Today · Your three

Sample data · nothing is sent
  • Open promise
  • Prepare
  • Care

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

Peak PRM / Your next step

Three people a day is enough.

Look at a Today list with sample contacts in the demo and check whether the reasons would work for you.

See the Today list
Local working example

Three people a day is enough.

Personal details end up in a notes field nobody reads, or in your head until the account changes hands.

Frequently asked questions

What goes in the CRM, what goes in Peak PRM?

Deal, stage, amount and forecast belong in the CRM. Person, conversation context, occasions and your promises belong in Peak PRM.

Why only three people a day?

Because three personal touchpoints are doable. Longer lists do not get worked through.

Can colleagues see my contacts?

Only if you share a contact. Notes and history stay private either way.

Next

Help and contact

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