01 / Evidence fileRegister checked
Peak CRM
Next actionWork stack with reason
One contact after another, with a reason and a suggested action.
Does the CRM show whom to contact now and why?
Peak CRM · CRM comparisonsFair comparison · No statements about other vendors on this page
Not the biggest CRM.The right one for your work.
A good comparison starts with your day: who calls whom, what gets promised, what must happen today. Same questions, visible sources and room for what is still open.
What decides it for you?
Does the CRM show whom to contact now and why?
One clear thought
Your sales routine sets the standard.
Same questions. Two perspectives. No winner picked in advance.
01 / Your first perspectivePeak CRMRegister checked
02 / Your second perspectiveYour current CRMAdd your own source
01 / The basis for deciding
Your criteria. On equal terms.
Pick a focus. Each row asks both options the same question. For your current CRM you fill in the answer yourself.
4 dimensions · Same standard for both options
02 / Evidence fileAdd your own source
Your current CRM
Next actionNot yet evidenced
Test with the same three contacts and take notes.
Does the CRM show whom to contact now and why?
| The criterion | Peak CRM | Your current CRM |
|---|---|---|
| Next actionDoes the CRM show whom to contact now and why? | Peak CRMWork stack with reason One contact after another, with a reason and a suggested action. Backed by codeFeatures marked “built” in the Peak CRM requirement register. A register doesn't replace your own test in your workspace. Source checked: Peak-Admin/peak-one@191601e · docs/prd/peak-crm-prd.md (requirement register) | Your current CRMNot yet evidenced Test with the same three contacts and take notes. Evidence pendingWe make no statement about other vendors here. Check your current CRM yourself with the same task and note the date and source. |
| Own viewsCan you group contacts by your own rules? | Peak CRMNested Smart Views Filters with AND/OR, inheritance, private or for the team. Backed by codeFeatures marked “built” in the Peak CRM requirement register. A register doesn't replace your own test in your workspace. Source checked: Peak-Admin/peak-one@191601e · docs/prd/peak-crm-prd.md (requirement register) | Your current CRMNot yet evidenced Rebuild the same view and note the effort. Evidence pendingWe make no statement about other vendors here. Check your current CRM yourself with the same task and note the date and source. |
| CostWhat does it cost for exactly your team? | Peak CRMPricing page Prices are only on the pricing page. We name no amounts on this page. Backed by codePrices appear only on the pricing page. This page names no amounts. Source checked: Website · src/routes/pricing.tsx | Your current CRMNot yet evidenced Note plan and date from the official source. Evidence pendingWe make no statement about other vendors here. Check your current CRM yourself with the same task and note the date and source. |
| Taking your data alongDo your contacts get in and out cleanly? | Peak CRMCSV import and export Import with mapping, preview and duplicate matching; export as CSV. Backed by codeFeatures marked “built” in the Peak CRM requirement register. A register doesn't replace your own test in your workspace. Source checked: Peak-Admin/peak-one@191601e · docs/prd/peak-crm-prd.md (requirement register) | Your current CRMNot yet evidenced Try an export with test data and check completeness. Evidence pendingWe make no statement about other vendors here. Check your current CRM yourself with the same task and note the date and source. |
Transparency is part of the comparison.
Source code is evidence of implementation. It does not replace a current live test.
Our standard
No victory pose.A clear standard.
What we show should make your decision traceable, even when an answer is still missing. Dated statements about individual vendors are in the one-to-one comparisons.
The open evidence file
One statement. One traceable source.
Register, your own test and vendor claims stay separate kinds of evidence.
- 01
Same question
The same sales routine, the same scope, the same requirements for both options.
- 02
Source before verdict
Register, your own test and vendor claims stay different kinds of evidence.
- 03
Open stays open
Missing evidence is neither a no nor an advantage for the other side.
02 / From feature to moment
Test the moment that matters to you.
A check turns a feature list into a concrete trial. Pick the first test for both CRMs.
Where do you want to start?
The same task in both CRMs. The protocol prepares the test; it doesn't run it.
Your test runFor both options
The same task
Monday morning
Open both CRMs and ask: whom do I call first today, and why?
What you check
You know which CRM gives you the answer faster.
Backed by code
Features marked “built” in the Peak CRM requirement register. A register doesn't replace your own test in your workspace.
Source checked:
Peak-Admin/peak-one@191601e · docs/prd/peak-crm-prd.md (requirement register)Task selected. No test run.
See all comparisons03 / Before the next step
Better fit? Check the switch first.
The interface is only part of the decision. Contacts, history, opportunities and a way back belong to it.
- 01Export and source data
- 02Field mapping and duplicates
- 03Test run and way back
Switching is a separate decision. Prepare it and keep the open evidence in view.
The way back is part of it
Check first. Then switch.
Contacts, history and opportunities stay part of your decision.
The next sensible step
One-to-one comparisons, cards on the table.
HubSpot, Salesforce, Pipedrive, Zoho CRM and Attio each have their own page with dated statements.
Open the HubSpot comparisonStatements about other vendors appear only in the one-to-one comparisons and carry their check date there. Prices are on the pricing page.
Clarity before choice
What matters stays visible.
The one-to-one comparisons show dated statements about well-known CRMs.
Frequently asked questions
How fair are these comparisons?
We only state what can be checked publicly. What we cannot confirm is shown as not yet confirmed.
Do you list other vendors' prices?
No. Prices change often, so check them with the vendor. Our own prices are on the pricing page.
Which comparisons exist?
There are single pages, for example on HubSpot, Salesforce, Pipedrive and other CRM systems.