Peak CRM · Customer 360°

One customer.
The whole context.

Customer 360° in Peak CRM: history, opportunities, quotes and next step in one place. This page shows the structure on a sample customer.

Which change do you want to check?

Your next review briefExample · history on the contact

Open the contact and see which conversations took place and what was agreed. With Gmail connected, e-mails appear on the right contact.

You can take the brief with you at the end of the page. The original evidence stays open.

View the customer dossier

Example: Made-up B2B customer
Visible: Only what you may see
Статус: Sample data · no customer story

Dossier · demo template

One customer,
one context.

Original evidence pending

01History
02Возможность
03Next step

A real story starts with its release.

The starting point

What was hard before?

What was last discussed is buried in an old e-mail, an open quote in a spreadsheet, the next step in someone's head. In Peak CRM, contact, history, opportunities and quotes sit together.

Customer release still open

This pattern shows the structure. It doesn't tell a real customer case yet.

Starting point → change → evidence

The path to change

A customer context in three layers.

The history
Open the contact and see which conversations took place and what was agreed. With Gmail connected, e-mails appear on the right contact.
The last conversation at a glance
Evidence format · not filled in yet
The starting point.
In the original.
Original excerpt
Insert the released passage here.
A / ObservationWhich concrete friction is visible in this source?
Example · history on the contact
The opportunity
See which opportunities came out of the conversations, which pipeline stage they are in and which quote is waiting for an answer.
Opportunity and quote with status
Evidence format · not filled in yet
One step.
Traceable.
BeforeOriginal processSource evidence required
ChangeConcrete interventionProduct view and date required
Example · opportunity and quote
The next step
Plan right on the contact what happens next. The work list then shows you whom to contact next.
A planned next step
Evidence format · not filled in yet
The result.
With a yardstick.
Observation
Not evidenced yet
Period
Open
Source & release
Pending
Without released data this statement stays open.
Example · next step in the work list

What can be evidenced

What you see before the next conversation.

The evidence is still pending

No proven results yet. Peak CRM shows no figures here until real, released data exists.

Space for a released perspective.
The sculpture does not depict a customer.

Room for a real voice

One perspective.
With name and release.

No released customer quote on file.

Beyond the single case

What a good customer context does.

One place instead of many sources
Before every conversation you see who you are talking to, what was last discussed and what matters now.
Key idea
Less searching before the call
Only what you may see
A customer context shows only fields you are allowed to see. How permissions are split across a team is not yet described on the website.
Key idea
Context with clear limits

Sources & context

What this article is based on.

Sample dossier with made-up data, not a customer story. Contact, history, opportunities, quotes and work list exist in Peak CRM; an automatic permission overlay is not documented and is not promised.

Editorial demo
Editorial example with made-up sample data. Contacts, history, opportunities, next step, work list, quotes and pipelines exist in Peak CRM today; everything else is marked as example or planned.
Evidence pending
No released Peak CRM customer story. No customers, quotes or results are shown.

The next step