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Peak CRM

Peak CRM

Contacts

Skapa kontakter, anteckna samtal och affärsmöjligheter och planera vad som händer härnäst. En arbetslista visar vem du ska kontakta härnäst.

Contacts

Every contact with history and a next step.

Contacts, conversations and opportunities live together in the CRM, not scattered across inbox and spreadsheets.

01

The whole history in one place

A contact shows past conversations, the opportunities that came from them and the planned next step.

Result: Before every conversation you see what was discussed last.


02

Clear who is next

A work list answers the question of whom to contact next.

Result: Following up no longer depends on your memory.


03

Emails with the right contact

Peak One connects to Gmail, and emails then appear with the contact.

Result: The exchange is where you look for it.

CRMNo signup needed
Interactive demo

TRY IT. MAKE IT YOURS. TAKE IT WITH YOU.

Try a sales opportunity with editable sample data.

01

Make it yours.

Your edits stay in this tab until transfer. Reloading clears them.

02

Your next opportunity

OPPORTUNITY · SAMPLE
NewQualifiedProposal

Website project

Tomorrow Studio

3,000 EUR
Next step

Confirm the project scope

THIS IS YOUR START.

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.

Sign in when you continue in Peak One.
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Peak CRM

Gå in i nästa kundsamtal med hela historiken.

Prova ditt användningsfall. Fortsätt sedan med ditt utkast i Peak One.

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Illustrativt exempel

Anna Weber · Müller GmbH

Prova