Peak CRM
Opportunities
Создавайте контакты, фиксируйте разговоры и потенциальные сделки и планируйте, что будет дальше. Рабочий список показывает, с кем связаться следующим.
Opportunities
From conversation to a planned next step.
How a conversation becomes an opportunity you follow up on.
Add a contact
Add a contact or import your existing contacts.
Record the history
After each conversation, note what was discussed and which opportunity came from it.
Plan the next step
Decide what happens next, for example a quote or a follow-up meeting.
Keep an eye on quotes
An overview shows which quotes are awaiting a reply and which became orders.
CRMNo signup neededTRY IT. MAKE IT YOURS. TAKE IT WITH YOU.
Try a sales opportunity with editable sample data.
Your next opportunity
Website project
Tomorrow Studio
3,000 EURNext step
Confirm the project scope
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.
- Попробовать без аккаунта
- Твой собственный черновик
- Ты решаешь, что публиковать
Peak CRM
Идите на следующий разговор с клиентом со всей историей.
Попробуй свою задачу. Затем продолжи работу над черновиком в Peak One.
Назад к предпросмотруНаглядный пример