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Peak Atlas
Durum: Available in Peak PRM

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 circles

Interactive demo with invented sample data. No account, nothing is saved or sent.

From the first meetingto a kept promise.Meet · Note · Follow up
  • 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 sent

Interactive 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.

  1. 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.
  2. 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.
  3. 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 circles
Peak PRM · CareThe problem: tags without purpose

Interactive 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.

Next

Help and contact

Questions about Peak PRM, your account or the offer? This is where to go.