PeakOS · CRM
The system of record that works the record.
Companies, contacts, pipelines, deals, activities — a real CRM at the center of PeakOS, kept current by the receptionist, the specialists, and the automations that all write into it.
In your day
What it looks like in practice.
Pipeline that reflects reality
Stages update as work happens — calls logged by the receptionist, follow-ups sent by sales AI, invoices raised on close.Ownership that means something
Deals carry real ownership with scoped visibility — your team sees what their role says they see.History you can stand on
Every touch is an activity on the record: who, what, when, and what happened next.
Under the surface
Quietly rigorous underneath
Tenant isolation, enforced in the database
Row-level security scopes every organization's data at the database layer itself — isolation isn't a convention here, it's a constraint.Scoped access control
Read and write permissions resolve per role, per scope — own, team, or all — the same model the whole platform uses.Built to be automated
Because the CRM is native, automations and AI act on it directly — no brittle integration between your “AI tools” and your “database.”
See it running.
Get started in minutes, or walk through the sandbox first.