CRM software for small teams
CRM software, that knows the next step.
Contacts, conversations, and sales opportunities in one place, with a scheduled next step for each customer. Here you see what matters when choosing and what Peak One can do today.
Here's what it looks like
CRMExample- Last conversation
- Call on Monday
- Sales opportunity
- Annual support
- Open
- Quote awaiting reply
- Next step
- Follow up on Friday
On the work list
Quick overview
What CRM software does.
- CRM software
- A CRM keeps track of who your customers and prospects are, what you discussed with them, and what happens next. What sets it apart from a contact spreadsheet is the history and the planned next step.
- Example
- After the initial consultation, a consultant creates the contact, notes the conversation, and schedules the quote for Thursday. On Thursday the contact is on her work list, with everything discussed before.
- Common mistakes
- Buying a CRM before it's clear who will maintain it
- Only collecting addresses without planning a next step
- Buying features for a sales team that doesn't exist yet
How you know it's time
Three characters, that the spreadsheet is no longer enough.
- Before a customer call, you first search your inbox for what was last discussed.
- You only remember a quote you sent when the customer asks about it themselves.
- Who you meant to call this week is written down nowhere except in your head.
Selection guide
What matters in CRM software.
Eight criteria, pre-weighted for small service providers. Set what is a must-have, nice-to-have or irrelevant for your team and see right away where Peak One fits and where it doesn't.
Contacts with history
Available in Peak OnePeople and companies with everything that was discussed, not just name and phone number.
Peak One: Contacts, conversations, and sales opportunities live together in the CRM.
Scheduled next steps
Available in Peak OneAn appointment or task for every contact that reminds you, instead of relying on memory.
Peak One: You plan the next step right on the contact; a work list shows who's next.
Import and export
PartialBring over existing contacts and be able to take your own data with you if you switch.
Peak One: Existing contacts can be imported. Which formats the import accepts and what an export looks like isn't described on the website yet.
Sales opportunities and pipeline
PartialSee open opportunities with their stage, so it's clear what's close to closing.
Peak One: Sales opportunities and an overview of quotes and orders exist, and the app also manages pipelines. How far they go (stages, amounts) isn't described on the website yet.
Email history on the contact
Available in Peak OneEmails show up on the right customer without filing them by hand.
Peak One: With the Gmail integration, emails show up on the matching contact.
Team collaboration
Not yet verifiedWho sees which contacts, who is responsible, what is private.
Peak One: How several team members work together in the CRM (permissions, responsibilities) isn't described on the website yet. Check this in the app before deciding.
Keep using your existing CRM
Available in Peak OneIf you already have a CRM, you don't want to move everything at once.
Peak One: HubSpot and Pipedrive can be connected; external contacts are matched, not created twice.
Sales and marketing automation
Not includedLead scoring, sequences, and automated email flows directly in the CRM.
Peak One: Not part of the CRM. You describe recurring workflows in Peak Automations, a separate app.
Your selection
3 must-have criteria
- Available in Peak One
- 2
- Partial
- 1
- Planned
- 0
- Not included
- 0
- Not yet verified
- 0
Watch out for this:
- Import and export: Existing contacts can be imported. Which formats the import accepts and what an export looks like isn't described on the website yet.
The weighting is a suggestion. Adjust it to your team; nothing is saved.
Example from practice
A consultation, from initial consultation to quote.
- TriggerA prospect gets in touch after a talk
- 01 · ContactAdd contactName, company, and how you know each other.
- 02 · HistoryRecord the conversationWhat she needs and by when.
- 03 · OpportunityNote a sales opportunityThe consultation in question.
- 04 · Next stepPlan next stepSend the quote by Thursday.
The CRM in Peak One
What's included today.
Only what's documented on the app page and the feature page of the CRM. Anything not yet described appears in the selection guide as “Not yet documented.”
- Available
Contacts & companies
Create or import, with history from conversations and sales opportunities.
- Available
Work list
Shows whom you contact next.
- Available
Quotes & orders
Which quotes are waiting for a reply and what's already been ordered.
- Available
Email history
With Gmail, emails show up on the right contact.
More - Available
CRM reporting
Where sales opportunities are won and where they're lost.
Is this right for you?
Put in honest perspective.
Peak Atlas runs this page. That's why it also says when a specialized sales CRM is the better choice.
Peak One is a good fit if
- You look after customers yourself or in a small team and want history and the next step in one place.
- You're just starting out with a spreadsheet or a notebook and don't want to set up a large sales system.
- Customers should live where your company's tasks, appointments, and numbers live.
Something else fits better if
- A sales team needs territories, role permissions, forecasts, and a full pipeline with stages and amounts.
- You want lead scoring, automated email sequences, or a phone dialer in the CRM.
- Then keep using your sales CRM and connect HubSpot or Pipedrive to Peak One instead of replacing it.
What can be connected
Your inbox and your current CRM.
Frequently asked questions
Briefly answered.
What's the difference between a CRM and a contact spreadsheet?
A spreadsheet stores addresses. A CRM also stores the history, meaning what was discussed, and the next step with a date. That way it reminds you instead of just being something you look things up in.
Which CRM suits solo freelancers?
One you can maintain without setup: create a contact, note the conversation, schedule the next step. You usually only need pipelines with many stages, roles, and forecasts once you have a sales team.
What data should I be able to take with me when switching?
At least contacts, companies, history notes, and open sales opportunities. Before deciding, check which format you can export them in. For Peak One, import is documented; the export formats aren't described on the website yet.
Do I need lead management and CRM at the same time?
Lead management collects and qualifies inquiries, and a CRM supports the relationship afterward. In small teams, a form for inquiries and a CRM where the qualified inquiries land as contacts is often enough.
Which CRM features are available in Peak One today?
Contacts and companies with history, sales opportunities, a work list for the next contact, an overview of quotes and orders, a report on won and lost opportunities, and email history with Gmail. How far the pipelines go and how teams work together isn't described on the website yet.
Sources & freshness
What this page is based on.
Content last checked against the product status on October 10, 2026. What is not yet available in Peak One is labeled “Planned” or “Not included”.
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