Industry solution · Agencies
Many clients at once. One status for the whole team.
Agencies don't lose time on the actual work, but on the question of what was discussed with which client and who's up next. Peak One brings clients, quotes, tasks and agreements together for the whole agency.
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What all agencies share
The disciplines are different. The bottlenecks are similar.
- What a client wants and what was agreed is spread across many inboxes.
- Your own service gets explained a little differently in every conversation.
- Who works on which client project isn't visible to everyone.
Industries in this area
Choose your industry. Each with its own workflow.
- 01
Advertising agencies
Clients, service packages, projects and agreements in one system instead of inboxes.
More - 02
Performance marketing agencies
Campaign links by a standard, funnels with targets per stage and clear tasks per client.
More - 03
Web design agencies
From the quote through the project to change requests after launch in one place.
More - 04
Social media agencies
Editorial planning, campaign links and client agreements for several channels in one place.
More - 05
PR agencies
Clients, contacts, press events and copy in one system instead of lists and inboxes.
More
How you get started
Start with one client. Then bring the agency along.
- 01 / 03
Add clients
Add your active clients in the CRM and record the last conversation and the next step.
- 02 / 03
Spell out the service
Describe a service package in Offer so that your whole team presents it the same way.
- 03 / 03
Assign projects
Every client project becomes tasks with an owner and due date.
Peak One doesn't replace agency software for time tracking, resource planning or billing, and it doesn't replace creative tools. It organizes the work around the client: conversation, quote, task, agreement.
Frequently asked questions
Briefly answered.
What agency size is Peak One right for?
For agencies where several people work on the same clients and everyone needs the same status. You can start for free.
Do I have to roll out all the apps at once?
No. You can start with the CRM or project management and add more apps when you need them.
Keep exploring
What's included.
- IndustryPerformance marketing agenciesCampaign links by a standard, funnels with targets per stage and clear tasks per client.View
- IndustryPR agenciesClients, contacts, press events and copy in one system instead of lists and inboxes.View
- IndustrySocial media agenciesEditorial planning, campaign links and client agreements for several channels in one place.View
- IndustryWeb design agenciesFrom the quote through the project to change requests after launch in one place.View
- IndustryAdvertising agenciesClients, service packages, projects and agreements in one system instead of inboxes.View
Start with agencies. The rest follows.
Peak One for agencies: clients, quotes, projects and agreements in one place. Log in with Google and see your company in one place.
Free plan · Sign in with Google · set up in about two minutes