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Peak Atlas
Status: Available in Peak PRM

Peak PRM · FAQ

Good questions deserve clear answers.
Even when the answer is “not yet”.

What teams want to know before rolling out Peak PRM: who sees what, where contacts come from and what's planned.

What do you want to know first?

2 questions in the plan. First question: Does Peak PRM send messages on my behalf?

Simulate access
For
Founders, teams and consultants
Format
Guide + worksheet
Status
Editorial, no customer data

FAQ

Rollout Privacy

Working example · Context

Does Peak PRM send messages on my behalf?

No. Peak PRM creates drafts that you copy or open as an e-mail. Even with warm introductions, which are in beta, Peak sends nothing.
What teams want to know before rolling out Peak PRM: who sees what, where contacts come from and what's planned.
Shared context · PEAK ATLAS / R03

Who sees what?

Sample data · nothing is sent
  • Name and company (shared contact)✓ visible
  • Role and circles✓ visible
  • Your notes✓ visible
  • History and promises✓ visible

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

The starting point

Example: who sees what

Tom and Ines work at the same agency. Tom shares a client contact with the team. Ines sees the name and company, but not Tom's notes or his history with the client. Both people are invented. Try it in the access simulator.

Context → question → next step

From reading to doing

Questions to ask yourself

Local working template
Which questions help you?
Your selection.
Your next step.
Your worksheet

Your next step

2 questions selected

  1. Does Peak PRM send messages on my behalf?

    No. Peak PRM creates drafts that you copy or open as an e-mail. Even with warm introductions, which are in beta, Peak sends nothing.

  2. Can my employer read my notes?

    Notes and history about a person stay private in Peak PRM, even when the contact is shared. Only the contact itself is shared.

Local worksheet · no product action
One question, up close

Example: who sees what
Example, invented

Tom and Ines work at the same agency. Tom shares a client contact with the team. Ines sees the name and company, but not Tom's notes or his history with the client. Both people are invented. Try it in the access simulator.

Editorial working example
01 / Context

Does Peak PRM send messages on my behalf?

No. Peak PRM creates drafts that you copy or open as an e-mail. Even with warm introductions, which are in beta, Peak sends nothing.

A

No certifications claimedWe don't list certifications here. For your company's security and data protection questions, talk to us.

B

Planned means plannedWhat is marked as planned isn't available today. We don't name dates we can't keep.

The playbook

How it works

One learning path. Three perspectives.
From knowing to the next step

Good questions deserve clear answers.
Even when the answer is “not yet”.

Rollout → Privacy → Shared context

  1. 01

    Rollout

    You can start with a few people and individual users. A full import or team training isn't needed at the beginning.

    How you recognise it

    You can start with a few people and individual users.

  2. 02

    Privacy

    Contacts are private or shared. Notes and history always stay private, even for shared contacts.

    How you recognise it

    Contacts are private or shared.

  3. 03

    Shared context

    Peak PRM is part of Peak One and works on the same people and companies as other Peak apps. No second contact list is created.

    How you recognise it

    Peak PRM is part of Peak One and works on the same people and companies as other Peak apps.

  4. 04

    Integrations

    Available: import via CSV, vCard and LinkedIn data export. Planned: Google and Microsoft contacts, calendar, mail, WhatsApp, Slack and Calendly.

    How you recognise it

    Available: import via CSV, vCard and LinkedIn data export.

Your quality check

Are you ready?

Tick what you have checked. Your selection stays in this view only.

00/ 05your checkpoints

0 of 5 points checked

Are you ready?
Sources & context

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.

The next step

Your question isn't here?

Write to us. We answer honestly, even when a feature isn't available yet.

Simulate access

Frequently asked questions

Does Peak PRM send messages on my behalf?

No. Peak PRM creates drafts that you copy or open as an e-mail. Even with warm introductions, which are in beta, Peak sends nothing.

Can my employer read my notes?

Notes and history about a person stay private in Peak PRM, even when the contact is shared. Only the contact itself is shared.

What data can I import?

Contacts via CSV, vCard and LinkedIn data export. Sync with Google or Microsoft accounts and calendars is planned but not available yet.

Can I buy Peak PRM on its own?

Peak PRM is part of Peak One, not a separate product. It runs on the Peak One plans, with no separate subscription, and you start free.

What does AI do in Peak PRM?

Peak PRM makes rule-based suggestions you approve and drafts messages from your notes. It makes no decisions for you and doesn't act without you.

Next

Help and contact

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