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Peak Atlas

Industry solution · Software agencies

You build for your customers. And keep track of all of them.

Between initial consultation, quote, sprint planning and coordination with the customer, software agencies lose a lot of knowledge. Peak One keeps customer, service, tasks and decisions together, so sales and the project team see the same status.

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Where everyday work gets stuck

Lots of coordination with customers. Little of it in one place.

  • For an initial consultation, several emails go back and forth before an appointment is set.
  • What the agency does and doesn't do is explained a little differently in every conversation.
  • What was decided at the kickoff is in minutes that hardly anyone can find again.
  • When the customer asks for the status, the project lead first has to collect it from the team.

The old and the new workflow

From scattered project knowledge to a shared status.

Typical workflow

  • Scheduling the initial consultation by email
  • Piecing the service together from old slides
  • Digging tasks out of the kickoff minutes
  • Reconstruct decisions from memory

With Peak One

  • Customer picks the appointment themselves through a booking link
  • Service, benefits and terms written out in Offer
  • Every task with a responsible person and next step
  • Reading decisions collected in Docs

How a client project runs

From the initial consultation until the first sprint.

  1. TriggerA company wants a customer portal developed and gets in touch with you.
  2. 01 · AppointmentBook initial consultationThrough a booking link, the prospect picks an open time for the initial consultation.
  3. 02 · Sales opportunityRecord the opportunityIn the CRM, the contact shows up with the conversation, the sales opportunity and the next step.
  4. 03 · QuoteSpell out the serviceIn Offer, you work out who the service is for, what it delivers and on what terms.
  5. 04 · TaskBreak down the projectAfter the kickoff, every task discussed is assigned to one person with a date.
  6. 05 · DocumentRecord decisionsThe minutes with the decisions made are in Docs, where the whole team can find them.
Result: From the first appointment to the running project, it's traceable what was discussed, offered and decided.

What you start with

Five apps. One project, one history.

Peak One does not replace your development tools. It has no issue tracker with code integration, no time tracking and does not write invoices. Offer words your service offer; it is not an itemized cost estimate. Peak One organizes the work around customer and project.

Frequently asked questions

Briefly answered.

Can I send an offer with hourly rates as a PDF with Offer?

No. Offer helps you word target customer, service, benefits and terms. An itemized cost estimate or PDF export is not part of it.

Does our customer see the project status directly in Peak One?

Peak One does not describe customer access to the project. Internally, you see for each task who is responsible and when the next step is due.

What does Peak One cost for a software agency?

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 software agencies. The rest follows.

Initial consultation, service offering, project tasks and decisions with the client in one system. Log in with Google and see your company in one place.

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