CRM for small businesses
Add contacts, note conversations and sales opportunities, and plan what happens next. A work list shows you whom to contact next.
After you log in, the CRM opens directly. Your first contact is the first step.
CRMExampleNext step planned
Why change anything
Until now
With CRM
How it works
Add a contact or import your existing contacts.
After each conversation, note what was discussed and which sales opportunity comes out of it.
Set what happens next, for example a quote or a follow-up appointment.
The work list shows you whom to contact next.
What gets better
Before every conversation, you see who you're talking to, what was discussed last, and what matters now.
Contacts, conversations, and sales opportunities live together in the CRM, not scattered across your inbox and spreadsheets.
Following up no longer depends on your memory, but on a list you work through.
A work list answers the question of whom to contact next.
You see which quotes are still waiting for a reply and which have already become orders.
A dedicated overview for quotes and orders, plus pipelines for your sales opportunities.
In everyday life
Agency
Consulting
Sales in a small team
Yes. You can add contacts one by one or import your existing contacts. You'll see which formats the import accepts in the app.
The history: which conversations took place, which sales opportunities came out of them, and what the next step is.
Peak One connects with Gmail, and emails then appear on the right contact. You'll find the available integrations on the Integrations page.
Yes. An overview shows which quotes are waiting for a reply and what became an order.
The CRM has a report on exactly this question. You'll see which metrics it shows in the app.
You’ll go to the Peak One login. The “CRM” selection and the destination page are passed along in the link. After you log in, you open this app directly. One account works for all Peak One apps.
Features and usage limits depend on your plan. You'll find the overview on the Pricing page. Clicking “Create first contact” does not start a paid subscription.
Add your first contact, note the last conversation, and plan the next step.
Add your first contact