Performance
Performance bundles full CRM and transaction management with limited Portal, Onboarding, and Piper access. It is the bundle for teams that want core system power without the full-suite footprint of Total.
Core stack
CRM records
486 Full accessTransactions active
112 Full TX managementPortal access
Limited Selective stakeholder surfacesPiper access
Limited Core AI support coverageBundle coverage
This bundle is designed around the core operating need: CRM plus transaction management, with selective access to adjacent Peak surfaces.
CRM
Performance includes the full CRM layer needed to manage production and pipeline motion.
TX management
Transaction management remains fully available inside the bundle.
Selective expansion
Performance includes limited access to adjacent Peak surfaces without going full-suite.
When to use Performance
Performance is the right bundle when the brokerage wants strong CRM and TX management now, with measured access to other Peak surfaces instead of the full Total package.Peak product framing
Sales
Keep production, opportunities, and follow-through visible in one system.
Execution
Move transactions and paperwork confidently after the lead turns real.
Selective access
Use adjacent system surfaces where needed without buying into the whole suite bundle.
Upgrade path
Performance creates a clean path toward the broader full-stack bundle later.
Use it when the brokerage needs core system power now and wider suite access only where it is operationally justified.