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Peak CRM

Peak CRM

Opportunities

연락처를 추가하고, 대화와 영업 기회를 기록하고, 다음에 할 일을 계획하세요. 작업 목록이 다음에 연락할 사람을 보여 줘요.

지금 사용해 보기

Opportunities

From conversation to a planned next step.

How a conversation becomes an opportunity you follow up on.

  1. Add a contact

    Add a contact or import your existing contacts.

  2. Record the history

    After each conversation, note what was discussed and which opportunity came from it.

  3. Plan the next step

    Decide what happens next, for example a quote or a follow-up meeting.

  4. Keep an eye on quotes

    An overview shows which quotes are awaiting a reply and which became orders.

Add a contact
CRMNo signup needed
Interactive demo

TRY IT. MAKE IT YOURS. TAKE IT WITH YOU.

Try a sales opportunity with editable sample data.

01

Make it yours.

Your edits stay in this tab until transfer. Reloading clears them.

02

Your next opportunity

OPPORTUNITY · SAMPLE
NewQualifiedProposal

Website project

Tomorrow Studio

3,000 EUR
Next step

Confirm the project scope

Demo. No real external actions.

THIS IS YOUR START.

Continue with it in Peak One.

Your edited details are transferred to a new Peak One tab. Sign in there, review your draft and confirm the next step.

Sign in when you continue in Peak One.
  • 계정 없이 사용해 보기
  • 나만의 초안
  • 무엇을 공개할지는 직접 결정합니다

Peak CRM

전체 이력을 갖고 다음 고객 상담에 들어가세요.

내 사용 사례로 사용해 보세요. 그런 다음 Peak One에서 초안 작업을 이어 가세요.

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예시 화면

Anna Weber · Müller GmbH

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