Peak CRM

How do I work through my day with Peak CRM?

Open Peak CRM and press “Start working”. You always see exactly one contact, why it's their turn now and what Peak suggests. Call, write or take a note, then “Done”: the next one comes automatically. Keys: C call, E email, N note, S snooze, D done.

1. 01Choose a source: your stack, the team, a smart view or a pipeline stage.
2. 02Choose the scope: 10 or 20 contacts, 30 or 60 minutes.
3. 03Act on each contact and enter the outcome; the outcome determines when they're up again.

How do I create nested smart views?

With “+ New smart view” in the sidebar or “Create subview” in a view's menu. A subview inherits the filters of its parent view; you only add what's extra. Dragging sorts and nests, and Alt + arrow keys work from the keyboard too.

How do I make calls from Peak CRM, including with my iPhone?

Connect Sipgate under CRM → Settings → Phone with a personal token (devices:read, sessions:calls:write). Then choose your device, for example your iPhone with the Sipgate app. When you click “Call”, your device rings; when you pick up, Sipgate connects the contact. Without Sipgate, Peak hands the number to your phone via tel:.

How do I import contacts from HubSpot, Pipedrive or Excel?

Under “Contacts” → “Import”, upload a CSV from Close, HubSpot, Pipedrive, Excel or Google Sheets, or paste a table. Peak recognizes the columns, and you check the mapping. Peak recognizes existing contacts by email, phone, domain or name and only adds to them; nothing is overwritten.

1. 01Open Peak CRM → “Contacts” and click “Import”.
2. 02Click “Choose CSV file” or paste the table. Comma, semicolon or tab all work; the first row contains the column names.
3. 03Under “Map columns”, check each column. “– don't import –” leaves one out.
4. 04Click “Import … contacts”.

How do I export my contacts?

Under “Contacts”, click “Export (CSV)”. It exports the contacts in the current list.

How do I call many contacts one after another?

With the Power Dialer. You choose a smart view, Peak calls the contacts in order, and you only enter the outcome. The next call starts automatically after the outcome. With Sipgate your device rings; without Sipgate, Peak hands the number to your phone.

1. 01Open Peak CRM → “Power Dialer”.
2. 02Choose a smart view.
3. 03Click “Start calling” and enter the outcome and a note after each call.

How do I create a pipeline and move deals?

Under “Pipelines” → “Manage pipelines”, you create a new pipeline from a template: Sales, Partnerships, Recruiting or Investment. Stages can be freely named and reordered. You create opportunities with “+ Opportunity” and drag and drop them into the next stage.

1. 01Open “Pipelines” and click “Manage pipelines”.
2. 02Under “New pipeline from template”, choose a template and rename the stages where needed.
3. 03Click “Done” and create the first deal with “+ Opportunity”.
4. 04Drag the card to the next stage. When you move it to a Lost stage, Peak asks for the reason.

How do I connect Gmail or Outlook to Peak CRM?

Under CRM → Settings → “Email”, you connect your mailbox via Pipedream Connect; Peak never sees your password. You then send one-to-one from your mailbox, or save to your mailbox with “As draft”. Without a connected mailbox, Peak opens your email program and saves the email to the history after you confirm.

1. 01Open CRM → “Settings”.
2. 02Under “Connect Gmail or Outlook”, click “Connect mailbox”. That takes you to Integrations in Peak One, where you sign in with the provider.
3. 03On the contact, write an email to exactly one address and click “Send” or “As draft”.

How do I use email templates and snippets?

Under Settings → “Templates and snippets”, you create templates with variables and give snippets a shortcut. While writing, you insert a template with “Insert template …” or type / and the shortcut, for example /meeting.

1. 01Open CRM → “Settings” → “Templates and snippets”.
2. 02Click “+ Template” or “+ Snippet” and set a name and shortcut.
3. 03In the email window, choose “Insert template …” or type / plus the shortcut.

How do I set when a contact is up again?

Under Settings → “When is someone up again?”, you set for each cadence when a contact is up again at the earliest, ideally and usually. Under “Outcomes and what happens next”, you decide which call outcome counts as a real conversation and resets the cadence. A call that didn't reach the person doesn't reset it.

1. 01Open CRM → “Settings”.
2. 02Under “Cadence”, adjust “Earliest (days)”, “Ideally by (days)” and “Usually by (days)”, or click “+ Cadence”.
3. 03Under “Calls”, set what each outcome triggers.

How do I delete all CRM data?

Admins find the “Delete CRM data” button under Settings → “Import, export, delete”. After that, activities, next actions, pipelines, views and templates are gone; this can't be undone. People and companies stay with their name and contact details for other modules.

Why doesn't Peak CRM show anything as “overdue”?

Following up has a window, not a deadline. With a cadence of 2–4 weeks, day 19 is ideal and day 30 is “a while ago”, but never red. Only a real deadline turns red: a task with a due date or a fixed deadline on the next action.

Does Peak CRM create its own copies of my customers and tasks?

No. A contact is the same person or company as everywhere else in Peak One. If you mark a company as a client, it appears in Client Portfolio; a task from the CRM is the same one in Work, Board and Day. “Remove from CRM” only removes the CRM view.

Why does Peak CRM ask for a reason when I lose a deal?

When you drag an opportunity into a Lost stage, “Why lost?” opens. The reason is optional and feeds into “Insights” under “Loss reasons in period”. That way you see later where deals fall through.

How does Peak CRM calculate the forecast?

Under “Insights”, the forecast is weighted: value times the stage's probability, or the one set on the deal, in the month of the expected close date. It's an estimate, not a commitment and not AI. Deals without a close date are listed separately.

Can I send an email to many contacts at once with Peak CRM?

No, deliberately not. Peak CRM only sends one-to-one from your own Gmail or Outlook mailbox. For many contacts, select them and start a stack: Peak fills in the template for each contact, and you review and send them one by one. There's no SMS either.