Peak CRM / For agencies
The first meeting went well.The briefing is thin.
Agencies lose time on proposals built on unclear ground. Peak CRM keeps inquiry, first meeting, proposal and follow-up together per client and shows when you should ask first.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationTry the sample rule for your briefing.
02 / The next question
What's still missing for a solid proposal?
A proposal that stands on answered questions.
Explainer · sample data · not the product interface
Check the rule yourself
Rate the briefing. See the difference.
Pick a value. At 0 to 6 the follow-up appears, at 7 to 10 you go straight to the 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.
Agency flow in the example
Inquiry, meeting, proposal, handoff.
The sample rule: if the briefing is rated 0 to 6, you ask before you write a proposal.
- 01Inquiry
A client gets in touch.
Starting pointA meeting, but a patchy briefing.
The inquiry becomes a contact with a deal. After the first meeting you rate how clear the briefing is.
First meeting → briefing clarity 0 to 10 - 02Action
Ask when there are gaps.
0–6Follow-up7–10FinishAt 0 to 6 you clarify budget, scope or timeline. From 7 up it goes into a proposal through Peak Offer.
Condition → 0–6: follow-up - 03Result
Proposal and handoff.
ResultA proposal that stands on answered questions.
In the example rating and open question sit together. The project handoff then runs through Peak Work.
Sample artifact → briefing note
The next proof is the product
Run your agency clients in one place.
In Peak CRM contact, deal and next action sit together per client. Proposals come from Peak Offer, projects from Peak Work.
Start Peak CRM for freePeak CRM / Your next step
The best proposal starts with the right question.
Test both paths in the example. Then decide which question is missing in your first meetings.
Try the example
One briefing. One solid proposal.
A proposal that stands on answered questions.
Frequently asked questions
Is Peak CRM only for agencies?
No. Peak CRM is built for B2B teams; this page shows how agencies can use it.
Can I import existing contacts?
Yes, Peak CRM has a contact import. Existing people and companies are reused instead of created twice.
What does Peak CRM cost?
You'll find the current plans on the Peak CRM pricing page.