Skip to content
Peak Atlas

Peak CRM / For B2B service providers

Your business repeats.Your client work should stay clear.

Retainers, maintenance contracts, ongoing support: for B2B service providers the sale is never quite over. Peak CRM shows per client who is responsible and which next step moves the relationship on.

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

Local draft · no product activation
Try the example

Try it on a local sample client.

Recurring work needs clear ownership.

Client / ownership / next step

01The service02The ownership03The account growth
Working example / client account

What a client account needs.

The service
What do you deliver regularly?
The ownership
Who takes care of the client?
The account growth
Where can the relationship grow?
Editorial structure sketch · not the product interface

Your small client account

From three answers to an account note.

Fill in the example with a made-up client. Everything stays in this open preview.

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

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

Three thoughts. One client in view.

Draft · not yet put together

The service
Still open
The ownership
Still open
The account growth
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

From contract to ongoing care

One client. Always a next step.

The order turns ongoing work into a traceable client relationship.

  1. 01Account

    The client is on board.

    The service

    What do you deliver regularly?

    Company, contacts and contract sit together in the CRM.

    Client → one account
  2. 02Action

    Clarify ownership.

    The ownership

    Who takes care of the client?

    One person owns it. Ongoing tasks go through Peak Work, not scattered lists.

    Working tool → ownership
  3. 03Result

    See the next opportunity.

    The account growth

    Where can the relationship grow?

    In the local example you get an account note with a next step. Whether it leads to more revenue stays open.

    Sample artifact → account note

The next proof is the product

Add your first client.

In Peak CRM you see contacts, deals and next action per company. Start for free and try it with a real client.

Start Peak CRM for free

Peak CRM / Your next step

Ongoing clients deserve a clear view.

Try the example on a client you've served for years. Then you see what's up next.

Try the example
Local working example

One client. One clear owner.

Where can the relationship grow?

Frequently asked questions

Can I write quotes in Peak CRM?

Yes. In the “Sales” area you create quotes and orders, linked to the contact and the deal.

Is Peak CRM a ticketing system?

No. Support requests run in Peak Helpdesk; Peak CRM keeps contacts, deals and next steps.

What does Peak CRM cost?

You'll find the current plans on the Peak CRM pricing page.

More in Peak CRM