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Peak Atlas

Industry solution · Machine builders

The machine has been delivered. The customer history carries on.

From the first inquiry to a service inquiry years later, many people talk to the same customer. Peak One keeps inquiry, conversations, handovers and service inquiries together, so sales, engineering and service see the same status.

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Where everyday work gets stuck

Long customer relationships. A short memory in the inbox.

  • Technical inquiries arrive incomplete by email and are forwarded between sales and design.
  • What has been discussed with the customer over months is in individual inboxes.
  • At handover to engineering, agreements are missing that sales had long since settled.
  • After delivery, service inquiries land with the technician who set up the machine.

The old and the new workflow

From the forwarded email to the shared client status.

Typical workflow

  • Clarifying an inquiry by email with three follow-up questions
  • Conversation notes in your own inbox
  • Handover to engineering in a hallway conversation
  • Service inquiries going straight to the technician

With Peak One

  • Inquiry form asks for application, quantity and date
  • Customer with history and next step in the CRM
  • Handover as a task with a responsible person
  • Service inquiry as a ticket with ownership and status

How a client project runs

From the inquiry until the service inquiry.

  1. TriggerA customer inquires about a special-purpose machine for a new production line.
  2. 01 · FormTake the inquiryAn inquiry form asks for application, quantity and desired date before anyone calls back.
  3. 02 · Sales opportunityRecord the opportunityIn the CRM, the customer shows up with every conversation, the sales opportunity and the planned next step.
  4. 03 · DocumentDocument agreementsMinutes and decisions made are in Docs, where sales and engineering can find them again.
  5. 04 · TaskHand over to engineeringThe handover becomes a task with a responsible person and a date for the next step.
  6. 05 · TicketAssign serviceWhen the customer gets in touch after delivery, their issue becomes a ticket with an owner.
Result: Everyone who talks to the customer sees what was discussed before, and no service inquiry depends on one person.

What you start with

Five apps. One customer over the years.

Peak One is not an ERP and not software for design, production planning or spare parts management. It does not create quotes with a parts list and price and has no remote maintenance. It organizes the work around the customer: inquiry, conversation, handover and service inquiry.

Frequently asked questions

Briefly answered.

Can we create quotes with a parts list and price in Peak One?

No. Peak One does not create technical quotes or cost estimates. It records which inquiry belongs to which customer, what was discussed and who is responsible for the next step.

How do we keep track of service inquiries after delivery?

In Helpdesk, every inquiry becomes a ticket with an owner and a status. A queue shows which inquiries are still waiting for a reply.

What does Peak One cost for a machine builder?

There's a free way to start. Which apps are included in which plan is on the pricing page.

Keep exploring

What's included.

Welt Revenue

More industries

All pages in this section at a glance.

Alle Branchen

Start with machine builders. The rest follows.

Technical inquiries, customer history, handoffs to engineering and service requests after delivery in one place. Log in with Google and see your company in one place.

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