Feature · CRM & contacts
Every customer, every opportunity, every follow-up. Connected with the rest of the company.
Connect manages people and companies with context. Because a person exists exactly once in Peak, Board, Day and Cashflow know the same customer.
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The problem with five customer lists
The same customer. Saved once.
Today · four truths
CRM
Müller GmbH
Contact: A. Weber
Table
Mueller GmbH
Revenue 2025: ?
Task tool
Customer Müller
Send quote (overdue)
Accounting
Müller GmbH & Co. KG
Invoice open
✕ Four spellings, four versions, none quite right.
In Peak One · one reality
- BoardTask “Send Q4 quote”
- Dayheute, 10:00 eingeplant
- ConnectAnna Weber works here
- Cashflowopen invoice
- Ask Peak“What's open at Müller?”
✓ Changed once, current everywhere.
What's inside
Relationships instead of an address book.
- Available
People & companies
One person with role, company and history. No second CRM on the side.
- Available
Context
Where from, what for, when last. One sentence is enough.
- Available
Reconnect
Who hasn't heard from you in a while, with a reason, and dismissable.
- Available
Events
Who you met where and what you talked about.
- Available
Email history
With Gmail or Outlook: history per contact and company, emails as a task.
- Planned
Pipeline view
Deals with stage and amount as a board of their own in Peak.
The difference
A CRM on the side. Or a customer in the middle of it.
CRM as an island of its own
- Contacts in the CRM, tasks in the project tool
- Invoice status only in accounting
- Context in one person's inbox
Connect in Peak One
- The person is the same in Board, Day and Cashflow
- The next step is a task with a due date
- Context and history hang off the contact
One model
What hangs off a customer.
- works atCompany · Connect
- negotiatedOpportunity · HubSpot / Pipedrive
- next stepTask · Peak Board
- meets onDate · Google Calendar
- met atEvent · Connect
Your CRM stays connected
Contacts and deals. As the same objects.
HubSpotLeads, deals, contacts, and activities.
PipedriveDeals, people, and organizations.- SaSalesforceAccounts, contacts, and opportunities from Salesforce.
Zoho CRMLeads, contacts, and deals from Zoho.
GmailEmails become tasks, customer context, and context for Ask Peak.
Google CalendarMeetings, focus time, routines, and sales sessions.
Frequently asked questions
Briefly answered.
Is Connect a full sales CRM?
Connect is built for relationships and context: people, companies, events and Reconnect. Deals with stage and amount come in today through HubSpot, Pipedrive, Salesforce or Zoho; a pipeline view of its own is planned.
Will my HubSpot contacts be created twice?
No. External records are mapped, not copied. A HubSpot contact becomes a person in Peak, the external ID remains as a mapping.
Who sees my contacts?
Connect is private by default. Nobody else sees your relationships until you explicitly share something.
Keep exploring
What's included.
- Use caseCustomer onboardingFrom close to first result, without anything getting lost between sales and delivery.View
- ProblemDuplicate dataThe same customer in four spellings, each with a different status.View
- ProblemMissed follow-upsQuotes and contacts that nobody follows up on.View
- IntegrationGmailEmails become tasks, customer context, and context for Ask Peak.View
- IntegrationGoogle CalendarMeetings, focus time, routines, and sales sessions.View
- IntegrationHubSpotLeads, deals, contacts, and activities.View
✦ A Peak principle
A network is not an address book. It thrives on the next contact.
Relationships before contacts
More features
What Peak One can do today, sorted by task. Each feature says whether it is available, in preview or planned.
Start with CRM & Contacts. The rest follows.
People, companies and context, connected to tasks and numbers. Log in with Google and see your company in one place.
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