日常工作中
你的使用场景
示意示例
代理机构
Peak CRM你的流程
你在联系人下记录这次沟通，并把报价安排为下一步。
结果跟进时你立刻知道之前约定了什么。
使用虚构数据的简化示意视图。
起点
初次沟通后，潜在客户想要一份报价。
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.
- 无需账号即可试用
- 你自己的草稿
- 由你决定上线什么
示意示例