Peak PRM · Care
People rarely fit in one box.
Circles let them sit in several.
A circle groups people with a shared business context: an advisory board, a partner programme, an alumni year. Each person stays one single contact.
Arrange circlesInteractive demo with invented sample data. No account, nothing is saved or sent.
- Interactive demo
- Try without an account
- Nothing is saved
Try it
Anna organises her agency network
Anna, owner of a marketing agency, creates three circles: “Referral partners”, “Freelancer pool” and “Former clients”. Ben is a freelancer who also refers clients, so he belongs to the first two. Example with invented people.
Circles
Sample data · nothing is sentInteractive demo with invented sample data. No account, nothing is saved or sent.
How it works
Circles
A circle groups people with a shared business context: an advisory board, a partner programme, an alumni year.
- 01 / First
The problem: tags without purpose
After a year you have thirty tags nobody maintains. In the end none of them helps you actually look after a group.
The problem: tags without purposeAfter a year you have thirty tags nobody maintains.In the end none of them helps you actually look after a group. - 02 / Then
Circles with a purpose
A circle has a name and a reason, such as “Partners who refer us”. Under Care you see who in the circle needs attention now.
Circles with a purposeA circle has a name and a reason, such as “Partners who refer us”.Under Care you see who in the circle needs attention now. - 03 / After that
In many, stored once
A person can be in several circles. Notes and history still exist only once, on the profile.
In many, stored onceA person can be in several circles.Notes and history still exist only once, on the profile.
Trust needs clarity
Honest limits
Scope of this preview
- 01Not a community tool
- Circles organise your contacts. Members do not see the circle and get no messages from Peak.
- 02Sharing on your terms
- A circle holds private and shared contacts according to their own visibility. Notes always stay private.
- 03Peak PRM · synthetic demo
- Interactive demo with invented sample data. No account, nothing is saved or sent.
The next step
Order you will actually keep.
Sort sample contacts into circles in the demo and see one person appear in several.
Arrange circlesInteractive demo with invented sample data. No account, nothing is saved or sent.
Frequently asked questions
Where are circles in the app?
Circles and rooms live under “Pflegen” (Care). From there you open a circle and see its members and open steps.
Circle or tag, what is the difference?
A circle is a group you deliberately look after. A keyword in a note helps you find someone again. They complement each other.
Which circles are a good start?
Start from tasks: clients, partners, investors, talent, mentors. A circle you have no task for is usually not needed.
Help and contact
Questions about Peak PRM, your account or the offer? This is where to go.