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Peak Atlas

Peak CRM / Customer journey

Every customer has a path.You see all of it.

From first contact through conversation and proposal to a long collaboration: Peak CRM keeps the history and the next step in one place.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
Sketch your journey

Sketch your own journey on a local example.

One customer. One continuous history.

Enquiry / Conversation / Relationship

01First contact02Deal03Relationship
Example / Customer path

Three stations, one history.

First contact
Where does the enquiry come from and what does the customer need?
Deal
Which conversation and which proposal lead to the deal?
Relationship
What is the next reason to stay in touch?
Example with fictional data · not the product interface

Your journey in three answers

From first contact to relationship.

Describe the three stations of your customer path and see them as one connected flow. Everything stays in this preview.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak CRM / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three stations. One journey.

Draft · not yet put together

First contact
Still open
On the way to the deal
Still open
Relationship
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

From contact to relationship

One history instead of scattered notes.

What you know about a customer sits together in the CRM — not spread across inbox and spreadsheets.

  1. 01Contact

    The enquiry becomes a contact.

    First contact

    Where does the enquiry come from and what does the customer need?

    You add the contact or import it. From then on it has a history.

    Enquiry → contact with history
  2. 02Deal

    Conversations lead to the proposal.

    Deal

    Which conversation and which proposal lead to the deal?

    After each conversation you note what was discussed and which opportunity follows. Meetings and proposals are separate Peak apps; the example shows only the handover.

    Conversation → opportunity
  3. 03Relationship

    The next step stays planned.

    Relationship

    What is the next reason to stay in touch?

    Even after the project every customer has a planned next step. In the local example this becomes a journey note.

    Sample artifact → journey note

The sketch becomes your history

Start with one customer.

In Peak CRM you open a contact and see its history, its opportunities and the next step. Add your first customer and plan what happens next.

Start Peak CRM for free

Peak CRM / Your next step

One customer, one history.

Sketch your customer path. Then decide where to start in Peak CRM.

Sketch your journey
Local working example

From first contact to regular client.

What is the next reason to stay in touch?

Frequently asked questions

What does the customer journey show?

A customer's stages and the next step at each, built from the activities recorded in Peak CRM.

Do I have to maintain the journey myself?

The journey comes from your contacts, deals and activities. You don't have to draw a separate diagram.

Is this meant for consumers?

No. Peak CRM is built for teams that sell to businesses.

More in Peak CRM