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Peak CRM

Peak CRM

Opportunities

Kişileri oluştur, görüşmeleri ve satış fırsatlarını kaydet ve sonra ne olacağını planla. Bir çalışma listesi, bir sonraki kiminle iletişime geçeceğini gösterir.

Şimdi dene

Opportunities

From conversation to a planned next step.

How a conversation becomes an opportunity you follow up on.

  1. Add a contact

    Add a contact or import your existing contacts.

  2. Record the history

    After each conversation, note what was discussed and which opportunity came from it.

  3. Plan the next step

    Decide what happens next, for example a quote or a follow-up meeting.

  4. Keep an eye on quotes

    An overview shows which quotes are awaiting a reply and which became orders.

Add a contact
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

Demo. No real external actions.

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.
  • Hesap olmadan dene
  • Kendi taslağın
  • Neyin yayına gireceğine sen karar verirsin

Peak CRM

Bir sonraki müşteri görüşmesine tüm geçmişle gir.

Kullanım senaryonu dene. Ardından taslağın üzerinde Peak One’da çalışmaya devam et.

Önizlemeye dön
Örnek gösterim

Anna Weber · Müller GmbH

Dene