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Peak PRM · Agencies

Agencies live on pitches.And on the network that makes them possible.

Clients, freelancers, creators and referrers: an agency holds many relationships at once. Peak PRM organises them in circles and records who introduced whom.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
View agency circles

Peak PRM doesn’t manage pitches, budgets or project hours. It keeps the relationships behind them.

Example: Paula, owner of a content agency

Marketing agencies / Local preview

01The situation02The human job03The effort so far
Marketing agencies

Example: Paula, owner of a content agency

The situation
Every project brings new people: marketing lead, product team, photographer, copywriter.
The human job
Find good people again, thank referrers and keep client contact when budgets pause.
The effort so far
Freelancer lists in spreadsheets, clients in the CRM, referrals in the founders’ memory.
Example, invented

An example

Example: Paula, owner of a content agency

Paula (fictional) gets a request for a video series. In her circle “Video freelancers” she finds Tim and her note “good with interviews”. She also sees the request came via Konrad and sets a step to thank him after the pitch.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak PRM / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three thoughts. One next step.

Draft · not yet put together

The person
Still open
The occasion
Still open
The next step
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

How it works

Marketing agencies

Clients, freelancers, creators and referrers: an agency holds many relationships at once.

  1. 01First

    The situation

    The situation

    Every project brings new people: marketing lead, product team, photographer, copywriter.

    Every project brings new people: marketing lead, product team, photographer, copywriter. After launch the team scatters.

    You get → The situation
  2. 02Then

    The human job

    The human job

    Find good people again, thank referrers and keep client contact when budgets pause.

    Find good people again, thank referrers and keep client contact when budgets pause.

    You get → The human job
  3. 03After that

    The effort so far

    The effort so far

    Freelancer lists in spreadsheets, clients in the CRM, referrals in the founders’ memory.

    Freelancer lists in spreadsheets, clients in the CRM, referrals in the founders’ memory.

    You get → The effort so far

Try it

Try it with sample data.

Interactive demo with invented sample data. No account, nothing is saved or sent.

Try it

Circles

Sample data · nothing is sent

Interactive demo with invented sample data. No account, nothing is saved or sent.

Peak PRM / Your next step

Your next team is already in your network.

See agency circles with sample data, then create your first circle.

View agency circles
Local working example

Your next team is already in your network.

Freelancer lists in spreadsheets, clients in the CRM, referrals in the founders’ memory.

Frequently asked questions

Can the whole agency see circles?

You can share contacts; notes and history stay private. The team knows who knows whom without exposing personal notes.

Can I bring in LinkedIn contacts?

Yes, via the LinkedIn data export. Ongoing LinkedIn sync is planned.

Does Peak PRM help with referrals?

Yes, you can record who introduced whom. An intro feature with consent tracking is in beta.

Next

Help and contact

Questions about Peak PRM, your account or the offer? This is where to go.