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Draft · not indexed. Part of what this page describes is not generally available yet.

For B2B service firms

Every client project has its own version of the truth. In Peak One there is only one.

Many service firms keep proposals, tasks, meetings, approvals and time in five different tools. Peak One brings them into one business reality: a task is the same row in board, list, calendar and My Day.

Stato: BetaClients see only a released snapshot, no client account inside the project yet.Time, rates and unbilled time are built; a project budget with margin is not finished yet.

Try it

Who sees what in the project?

Sample data · nothing is saved
  • Milestones and dates✓ visible
  • What waits for approval✓ visible
  • Released snapshot of results✓ visible
  • Internal comments✓ visible
  • Hours and rates✓ visible
  • Other clients' tasks✓ visible

Clients see only a released snapshot. A client account inside the project is still beta in Peak One.

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

How it works

  1. One project, every view

    Board and list with your own statuses per client project are available in Peak One today. Move a task on the board and list, calendar and My Day show the new state at once. Nothing to sync.

  2. Your team's day, without sticky notes

    Peak Day and Peak Focus plan the same tasks, not a separate list. Everyone sees what is due today, with Google or Outlook meetings alongside.

  3. Approvals with a frozen snapshot

    Approvals run through the Inbox. Peak records which version was approved, so it stays clear what a sign-off referred to.

  4. Client view only on release (beta)

    Your client sees only a snapshot you release, as a link or through the service portal. There is no client account inside the project yet. Peak never sends clients anything on its own.

  5. Time and load in view

    Peak Plan shows load per person and project, absences included. Time, rates and unbilled time are built in beta. A project budget with margin is not finished yet.

  6. Roles that fit client work

    Owner, admin, member and guest, plus finer rights through access profiles. Freelancers see what they need and nothing more.

Honest limits

  • Client access is a released snapshot

    Clients see a snapshot you release. A client account where they work inside the project is not built yet.

  • Project budget with margin is still coming

    Time, rates and unbilled time are in beta. A finished budget and margin view per project does not exist yet.

  • The demo is a simulation

    The client view on this page uses invented sample data in your browser. Nothing is saved or sent.

Frequently asked questions

Do I need a separate tool or board per client?

No. Each client project is a project in your workspace. A task stays one row, whichever view you open it in.

Can clients look into the project?

Yes, but only at a snapshot you release, by link or service portal. This client view is in beta. Peak sends nothing on its own.

Can I track hours and rates?

Time, rates and unbilled time are built in beta. A project budget with margin is not finished yet.

Can I bring my current tool along?

Imports from Asana, Trello, ClickUp, Notion and Jira are built but not switched on everywhere. Check before switching whether the import is available to you.

What does Peak One cost?

Prices load live from the Peak One catalog. You can start for free.

Less reconciling, more delivering.

Set up your first client project and see one task stay the same across every view.

Start free