Peak CRM
Opportunities
Add contacts, note conversations and sales opportunities, and plan what happens next. A work list shows you whom to contact next.
Opportunities
From conversation to a planned next step.
How a conversation becomes an opportunity you follow up on.
Add a contact
Add a contact or import your existing contacts.
Record the history
After each conversation, note what was discussed and which opportunity came from it.
Plan the next step
Decide what happens next, for example a quote or a follow-up meeting.
Keep an eye on quotes
An overview shows which quotes are awaiting a reply and which became orders.
CRMNo signup neededTRY IT. MAKE IT YOURS. TAKE IT WITH YOU.
Try a sales opportunity with editable sample data.
Your next opportunity
Website project
Tomorrow Studio
3,000 EURNext step
Confirm the project scope
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.
- Try without an account
- Your own draft
- You choose what goes live
Peak CRM
Go into your next customer conversation with the whole history.
Try your use case. Then continue working on your draft in Peak One.
Back to the previewIllustrative example