World · Revenue
Turn demand into revenue. When no contact gets lost.
Revenue connects contacts, companies, conversations and appointments with the tasks that follow. Whoever matters right now comes first, with the reason.
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How you'll notice
The revenue is already there. It just isn't being picked up.
- A quote has sat unanswered for weeks, and nobody follows up.
- A customer's context is stuck in an inbox that only one person reads.
- After the event, nobody remembers who said what.
One model
One customer. One identity.
Contacts from HubSpot, Pipedrive or Gmail become people and companies in Peak, not a second contact list.
- works atPerson · Connect
- belongs toOpportunity · CRM integration
- next stepTask · Peak Board
- scheduled withDate · Calendar
- open atInvoice · Peak Cashflow
What Revenue covers
Nurture relationships, pick up opportunities.
- Available
People & companies
A person exists once, with role, company and history.
More - Available
Reconnect
Who hasn't heard from you in a while and why reaching out now is worth it. Always with a reason.
- Available
Events & appointments
Who you met where. Appointments from Google Calendar or Calendly come in as the same appointments.
- Available
Email as a task
A Gmail message becomes a task in Peak Board, with history per contact and company.
More - Available
Connect your CRM
Contacts, companies and deals from HubSpot, Pipedrive, Salesforce or Zoho become core objects.
- Planned
Quotes & bookings
Custom building blocks for quotes, bookings and the pipeline view.
Integrations for Revenue
What you already use stays.
HubSpotLeads, deals, contacts, and activities.
PipedriveDeals, people, and organizations.- SaSalesforceAccounts, contacts, and opportunities from Salesforce.
GmailEmails become tasks, customer context, and context for Ask Peak.
Google CalendarMeetings, focus time, routines, and sales sessions.
CalendlySales calls and scheduling.
Frequently asked questions
Briefly answered.
Does Revenue replace my CRM?
Not necessarily. Connect manages people and companies with context. If you keep using HubSpot or Pipedrive, their contacts and deals become the same objects in Peak instead of being copied.
Is there a pipeline view?
Deals from connected CRMs come into Peak as opportunities with stage and amount. A pipeline view of its own, quotes and bookings are planned for Revenue and not yet available.
Can my team see my contacts?
Connect is private by default. Nobody else sees your relationships until you explicitly share something.
Keep exploring
What's included.
- FunctionCRM & contactsPeople, companies and context, connected with tasks and numbers.View
- FunctionIntegrationsConnect 3,270 tools without a second copy of your data.View
- Use caseCustomer onboardingFrom close to first result, without anything getting lost between sales and delivery.View
- ProblemMissed follow-upsQuotes and contacts that nobody follows up on.View
- IntegrationGmailEmails become tasks, customer context, and context for Ask Peak.View
- IntegrationGoogle CalendarMeetings, focus time, routines, and sales sessions.View
✦ A Peak principle
A network is not an address book. It thrives on the next contact.
Relationships before contacts
More worlds
Direction, Revenue, Value, Control and Scale: Peak One organizes the company into five worlds that share the same tasks, people, products and numbers.
Start with Revenue. The rest follows.
Customers, contacts and follow-ups, connected to the rest of the company. Log in with Google and see your company in one place.
Free plan · Sign in with Google · set up in about two minutes