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Peak Atlas
स्टेटस: Available in Peak PRM

Peak PRM · B2B services

Services are trust paid in instalments.Every promise kept adds to it.

In B2B services, people buy from people. Peak PRM helps you stay with partners, decision makers and clients for years, not just until the invoice.

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

Local draft · no product activation
Try the service flow

Proposals, time tracking and invoices are not part of Peak PRM. It takes care of the relationship.

Example: Hendrik, owner of an IT consultancy

B2B services / Local preview

01The situation02The human job03The effort so far
B2B services

Example: Hendrik, owner of an IT consultancy

The situation
New work comes from referrals and returning clients.
The human job
Stay in touch when no project is running.
The effort so far
A CRM for proposals, a spreadsheet for the network, the rest in your head.
Example, invented

An example

Example: Hendrik, owner of an IT consultancy

Hendrik runs a fictional team of twelve. After a project ends, he sets an eight-week rhythm for his client Birte and notes she is planning data protection training. Two months later Today lists her, and Hendrik sends a pointer to a suitable partner.

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

B2B services

In B2B services, people buy from people.

  1. 01First

    The situation

    The situation

    New work comes from referrals and returning clients.

    New work comes from referrals and returning clients. Yet owners are tied up in projects and reach out too rarely.

    You get → The situation
  2. 02Then

    The human job

    The human job

    Stay in touch when no project is running.

    Stay in touch when no project is running. Know who decides, who refers and whom you still owe something.

    You get → The human job
  3. 03After that

    The effort so far

    The effort so far

    A CRM for proposals, a spreadsheet for the network, the rest in your head.

    A CRM for proposals, a spreadsheet for the network, the rest in your head. After an intense project, contact often sleeps for months.

    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

Step 1 of 4 · Met

Sample data · nothing is sent

At an industry event you meet Lena. She is looking for an agency in Vienna.

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

Peak PRM / Your next step

Stay present between projects.

Walk through intro to promise kept with sample data.

Try the service flow
Local working example

Stay present between projects.

A CRM for proposals, a spreadsheet for the network, the rest in your head.

Frequently asked questions

Which service firms is Peak PRM for?

Teams whose business rests on long-term relationships: IT, legal, tax, HR, marketing, consulting.

Can I import my network?

Yes, via CSV, vCard or LinkedIn data export. Google and Microsoft contacts are planned as connections.

Can I buy Peak PRM on its own?

No. Peak PRM is part of Peak One and runs on the Peak One plans, with no separate subscription. You start free.

Next

Help and contact

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