Peak CRM / More first meetings
The interest is there.The meeting isn't yet.
A lead gets in touch, and then it sits there. Peak CRM gauges how well it fits and shows you the next step: propose a meeting right away, or ask one targeted question first.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationTry the sample rule. Nothing is booked.
02 / The next question
Which information is missing before you propose a meeting?
A reasoned meeting proposal instead of waiting.
Explainer · sample data · not the product interface
Check the rule yourself
Change the lead fit. See the next step.
Pick a value. At 0 to 6 the follow-up appears, at 7 to 10 you go straight to the meeting proposal. Nothing is sent.
Local rule demo · Please use neutral sample details only.
Pick a rating to see the next step.
The answer sets the direction.
- Rating
- —
- Follow-up
- Waiting for a rating
No example picked yet.
From interest to meeting
Assess first. Then propose.
The sample rule: with a lead fit of 0 to 6 you ask first; from 7 up you propose a meeting right away.
- 01Signál
A lead comes in.
Starting pointAn inquiry without a next step.
The inquiry lands in the CRM. You judge how well it fits your offer.
Inbound → lead fit from 0 to 10 - 02Action
Ask or propose.
0–6Follow-up7–10FinishWith a low fit, one targeted question clarifies the need. With a high fit, the meeting preview follows.
Condition → 0–6: follow-up - 03Result
A meeting with context.
ResultA reasoned meeting proposal instead of waiting.
Peak Booking handles scheduling, only with the person's consent. Here you see a local preview.
Sample artifact → meeting note
The next proof is the product
Start with your first lead.
In Peak CRM you add contacts and deals and see which lead needs a meeting proposal next. The meetings themselves run through Peak Booking.
Start Peak CRM for freePeak CRM / Your next step
The next meeting starts with one question.
Check both paths in the example. Then decide which follow-up really matters for your leads.
Try the example
One lead. One clear meeting proposal.
A reasoned meeting proposal instead of waiting.
Frequently asked questions
Does Peak CRM book meetings automatically?
No. Peak CRM shows you which inquiry needs a next step. You propose the meeting yourself; booking pages come from Peak Booking.
Does Peak CRM send messages to my contacts?
No. Peak CRM sends no bulk e-mail and messages nobody on its own. You decide what you write to whom.
Are the examples on this page real customers?
No. All examples are made-up sample data that show how the view works.