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 neededTRY IT. MAKE IT YOURS. TAKE IT WITH YOU.
Try a sales opportunity with editable sample data.
02
Your next opportunity
OPPORTUNITY · SAMPLE
Next step
NewQualifiedProposal
Website project
Tomorrow Studio
3,000 EURNext 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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- 你自己的草稿
- 由你决定上线什么
示意示例