Peak PRM · Moments · Beta
Encounters fade fast.
Moments keep what mattered.
A chat at a trade fair booth, a first client meeting, a deal closed together. Moments keep such encounters in the person's history. This area is in beta.
Open the Moments demoInteractive demo with invented sample data. No account, nothing is saved or sent.
- Interactive demo
- Try without an account
- Nothing is saved
Try it
Elif after demo day
Example: Elif, founder of a SaaS start-up, talks to business angel Robert after her pitch about selling into Austria. She records the moment: occasion, topic, her promise to send him numbers. At their next meeting she reads where the conversation left off.
Moments · recent encounters
Sample data · nothing is sentInteractive demo with invented sample data. No account, nothing is saved or sent.
How it works
Moments
A chat at a trade fair booth, a first client meeting, a deal closed together.
- 01 / First
The details get lost
Three weeks later you remember that you talked. What exactly, and what you offered, is usually gone.
The details get lostThree weeks later you remember that you talked.What exactly, and what you offered, is usually gone. - 02 / Then
What belongs in a moment
Date and occasion, what you discussed, what you promised and one sentence on the mood. That's all a later reunion needs.
What belongs in a momentDate and occasion, what you discussed, what you promised and one sentence on the mood.That's all a later reunion needs. - 03 / After that
Confirmed or still open
The demo shows how confirmed entries are told apart from unchecked ones. What you approve is what gets saved.
Confirmed or still openThe demo shows how confirmed entries are told apart from unchecked ones.What you approve is what gets saved.
Trust needs clarity
Honest limits
Scope of this preview
- 01Beta
- Moments can be used but aren't finished. Presentation and scope may change.
- 02No automatic capture
- Peak PRM doesn't read your calendar or mail. A moment exists when you enter it or record it as a voice note (beta).
- 03Visible only to you
- A person's history stays private, even if you share the contact with your team.
The next step
The next conversation starts where the last one ended.
Try in the demo how an encounter becomes a confirmed moment in the history.
Open the Moments demoInteractive demo with invented sample data. No account, nothing is saved or sent.
Frequently asked questions
What's the difference between a moment and a note?
A moment is tied to an encounter: when, on what occasion, about what. A note can be anything. Together, moments form the history of a relationship.
Can I capture moments by voice?
Yes, in beta through Peak Capture. Peak Conversations creates a transcript that you check before saving.
How soon should I note a moment?
Ideally the same day. Two sentences right after the conversation are worth more than a long note a week later.
Help and contact
Questions about Peak PRM, your account or the offer? This is where to go.