每位客户都有历史记录和下一步。

How you’ll notice the difference

• A CRM that keeps itself current

  In development

  Your CRM is out of date because upkeep takes time you don’t have.

  Emails, meetings and forms write into the same contact. You review suggestions before they apply.

• Follow up without searching

  In development

  You meant to follow up on the quote and can’t remember when you last wrote.

  Quote, emails and meetings belong to the same contact. The next step sits where you already work.

• Find past customers again

  In development

  Good customers from before stop getting in touch, and you don’t notice.

  Peak sees the last work together on the contact and suggests who to reach out to. You decide what gets sent.

• Who might need more

  In development

  Existing customers buy elsewhere what you also offer.

  Peak sees orders and history of the same customer and points out where an add-on may fit, with a reason.