Peak PRM · Guide
PRM isn't a small CRM.
It's the memory of your relationships.
Personal relationship management helps you keep track of people, conversations and promises. It doesn't sell and doesn't send; it reminds you.
What do you want to know first?
2 questions in the plan. First question: Who is PRM useful for in B2B?
What is PRM?
Contact book: who is who CRM: where the deal stands
Who is PRM useful for in B2B?
Step 1 of 4 · Met
Sample data · nothing is sentAt 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.
Example: one person, three tools
Lena, an agency founder, knows Paul from a workshop. The address book has his e-mail. The CRM shows a deal “website relaunch, stage 2”. The PRM says: “Interested in accessibility, I meant to send him the guide.” Lena and Paul are invented.
From reading to doing
Questions to ask yourself
Your next step
2 questions selected
- Who is PRM useful for in B2B?
Anyone whose work depends on relationships: founders, consultants, agencies, partner managers, investor relations. Especially when many contacts don't fit a sales pipeline.
- Is PRM only for individuals?
No. Teams can share contacts. In Peak PRM, notes and history stay private; only the contact itself is shared.
Example: one person, three tools
Example, invented
Lena, an agency founder, knows Paul from a workshop. The address book has his e-mail. The CRM shows a deal “website relaunch, stage 2”. The PRM says: “Interested in accessibility, I meant to send him the guide.” Lena and Paul are invented.
Who is PRM useful for in B2B?
Anyone whose work depends on relationships: founders, consultants, agencies, partner managers, investor relations. Especially when many contacts don't fit a sales pipeline.
Not a CRM replacementIf you run a sales pipeline, you still need a CRM. PRM adds the relationship knowledge.
No automationPeak PRM suggests, you decide. It writes to nobody and creates no task without your confirmation.
The playbook
How it works
PRM isn't a small CRM.
It's the memory of your relationships.
Contact book: who is who → CRM: where the deal stands → Outreach tools: reach many
- 01
Contact book: who is who
An address book stores names and numbers. It doesn't know what you talked about or what you promised.
How you recognise itAn address book stores names and numbers.
- 02
CRM: where the deal stands
A CRM moves opportunities through stages. It's built for pipeline and revenue, not for the relationship behind them.
How you recognise itA CRM moves opportunities through stages.
- 03
Outreach tools: reach many
They send sequences to lists. That's the opposite of PRM, which supports you with individual, real contacts.
How you recognise itThey send sequences to lists.
- 04
PRM: what fits next
Notes, moments, promises and a rhythm per person. From that comes a suggestion of whom to contact today and why.
How you recognise itNotes, moments, promises and a rhythm per person.
Your quality check
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What this article is based on.
Editorial working example without customer data, measured results or promises about features that are not live.
- Editorial demo
Redaktionelles Muster. Die Fragen sind anpassbare Arbeitsbeispiele, keine Produktbehauptungen.
Find out what you actually need.
The decision tree takes you to PRM, CRM or a simple calendar in three questions.
Frequently asked questions
Who is PRM useful for in B2B?
Anyone whose work depends on relationships: founders, consultants, agencies, partner managers, investor relations. Especially when many contacts don't fit a sales pipeline.
Is PRM only for individuals?
No. Teams can share contacts. In Peak PRM, notes and history stay private; only the contact itself is shared.
How do I start?
With a few people. Import contacts via CSV, vCard or LinkedIn data export, or add your five most important ones by hand. A full import isn't needed to begin.
Help and contact
Questions about Peak PRM, your account or the offer? This is where to go.