Partnerships where everyone knows what's been agreed.
Capture your partners, record agreements, commitments, and joint opportunities, and plan the next step. A list shows you whom to get in touch with now.
After you log in, PRM opens, and you add your first partner with the current status.
PRMExample
Hoffmann Tax Advisory · Referral partner
Status
Working together since spring
Last agreement
Mutual referrals among new startups
Commitment
Send a short profile for their clients
Joint opportunity
Info evening for founders
Next step
Schedule a meeting with Lena Hoffmann
Get in touch recommended
Simplified sample view with made-up data.
Why change anything
The partnership starts with energy and then goes quiet.
What was agreed at the last meeting is in an email nobody can find anymore.
A commitment to the partner only comes to mind when they ask about it.
You only notice which partner hasn't heard from you in months when the referrals stop.
Until now
Search for agreements in emails and notes
Keep commitments in your head
Partners get in touch when something is missing
Joint ideas get stuck in conversation
With PRM
Open a partner and see status and agreements
Record the commitment and next step right on the partner
List shows whom to get in touch with now
How it works
To your result in 4 steps.
01
Capture partners
Add your first partner and the current state of the collaboration.
02
Record the collaboration
After each conversation, note what you agreed, what you committed to, and which joint opportunity comes out of it.
03
Plan next step
Set what happens next, for example a meeting or a joint activity.
04
Get in touch on time
A dedicated view shows you whom you should get in touch with now.
What gets better
Three things PRM does for you.
Agreements that don't get lost
Before every partner meeting, you see what's agreed and what you committed to.
Partners, agreements, conversation notes, and commitments live together in PRM, not in your inbox.
Clear where each partnership stands
You see which partnerships are going well and which need attention.
An overview answers how warm your most important relationships are.
Get in touch before it goes quiet
Contact with partners doesn't depend on chance, but on a list you go through.
A dedicated view answers whom you should get in touch with now and shows the next step.
In everyday life
Here's how others see it.
Agency with referral partners
Trigger
A partner hasn't passed on an inquiry in a long time.
With PRM
In PRM, you see the last agreement and plan a short conversation as the next step.
Result
The partnership gets a fixed next appointment again.
Consulting with cooperation partners
Trigger
After a meeting, a joint event is under discussion.
With PRM
You record the joint opportunity and your commitments on the partner.
Result
The next time you're in touch, you know what was agreed and who is taking what on.
Freelancers with several partners
Trigger
On Mondays the question is whom you'll focus on this week.
With PRM
You look at the list of whom you should get in touch with now.
Result
You get in touch specifically with the partners who need it right now.
Before you start.
How is PRM different from the CRM?
The CRM is for customers, conversations, and sales opportunities. PRM is for partnerships: agreements, commitments, and joint opportunities with partners you work with.
What do I note on a partner?
The status of the collaboration, your agreements, conversation notes, your commitments, joint opportunities, and the next step.
How do I tell when a partnership is fading?
An overview shows how warm your most important relationships are, plus a list of whom you should get in touch with now. You'll see how this is displayed in detail in the app.
Can I organize partners into groups?
PRM has a dedicated view for groups you manage together, for example a partner circle. You'll see how groups are created in the app.
Can I track joint projects with a partner?
Yes. You record joint opportunities right on the partner, together with the next step. That way you see what became of an idea.
What happens when I click “Add first partner”?
You’ll go to the Peak One login. The “PRM” 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.
What does PRM cost?
Features and usage limits depend on your plan. You'll find the overview on the Pricing page. Clicking “Create first partner” does not start a paid subscription.
Give your most important partnership a clear next step.
Add your first partner, record the last agreement, and plan what's next.
PRMExampleHoffmann Tax Advisory · Referral partner