Industry solution · SaaS companies
The contract is signed. Now the customer work begins.
After closing, setup, questions and support inquiries begin. Peak One keeps customer history, onboarding, inquiries and guides together, so sales, onboarding and support see the same status.
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Where everyday work gets stuck
The product is ready. The customer care isn't.
- What sales discussed with a customer, onboarding only learns after a follow-up question.
- Support inquiries land in personal inboxes, and nobody sees who is replying.
- The same setup questions come from many customers, one by one, by email.
- Guides for customers and new colleagues are scattered across presentations and chats.
The old and the new workflow
From the handover chat to the shared client status.
Typical workflow
- Handover from sales by chat message
- Onboarding steps in a personal list
- Answering support inquiries in your own inbox
- Explaining the same question for the fifth time, one by one
With Peak One
- Customer with history and next step in the CRM
- Onboarding as tasks with a responsible person
- Every inquiry as a ticket with ownership and status
- Answering once in the community, visible to all members
How a customer launch works
From the close until the first question.
- TriggerA new customer has signed and is supposed to start with your software.
- 01 · ContactTake over customersIn the CRM, the customer shows up with the conversation history from sales and the planned next step.
- 02 · TaskPlan onboardingThe setup steps become tasks with a responsible person and a date.
- 03 · DocumentShare the guideThe team writes a setup guide together in Docs and finds it again in the library.
- 04 · PostCollect questionsThe customer asks general questions in the community, where the answer is visible to all members.
- 05 · TicketAssign the inquiryA specific problem is logged as a ticket and gets an owner and a status.
What you start with
Six apps. One customer, one history.
- 01Available
CRM
Every client with conversation history, sales opportunity and planned next step.
More - 02Available
Work
Onboarding steps as tasks with a responsible person and a date.
More - 03Available
Helpdesk
Support inquiries as tickets with ownership, status and a queue.
More - 04Available
Docs
Guides and minutes that the team writes together and can find again.
More - 05Available
Community
A moderated place where customers ask questions and read your announcements.
More - 06Available
Academy
Onboarding new support colleagues as a course with a learning goal and learning steps.
More
Peak One is not a tool for product development. It has no issue tracker with code integration, no subscription or license management and no analysis of how customers use your software. It organizes the work around your customers: history, onboarding, inquiries and knowledge.
Frequently asked questions
Briefly answered.
Can I build Helpdesk into my software?
Peak One does not describe embedding in your software or specific channels. In Helpdesk, you log inquiries as tickets, each with an owner and a status.
Can I plan a product roadmap in Peak One?
In Peak Board, cards become the timeline, and tasks attach to milestones linked to a goal. A public roadmap or voting on customer requests is not described.
What does Peak One cost for a SaaS company?
There's a free way to start. Which apps are included in which plan is on the pricing page.
Keep exploring
What's included.
- FunctionTasks & projectsProjects as a board, tasks in the daily plan, one chat per project.View
- FunctionCRM & contactsPeople, companies and context, connected with tasks and numbers.View
- FunctionRoadmapProjects as a timeline, connected to goals and milestones.View
- Use caseCustomer onboardingFrom close to first result, without anything getting lost between sales and delivery.View
- ProblemNo single source of truthWhen every number sparks a discussion about where it came from.View
- IndustrySoftware & ITPeak One for SaaS providers, IT service providers, software agencies and IT freelancers: customers, inquiries, projects and knowledge in one place.View
Start with SaaS companies. The rest follows.
Customer history, onboarding, support requests and knowledge in one place instead of scattered across inboxes and chats. Log in with Google and see your company in one place.
Free plan · Sign in with Google · set up in about two minutes


