Peak CRM / For consultancies

You sell trust.Your CRM should keep it.

In consulting, several people often decide on an engagement over weeks. Peak CRM keeps contacts, meetings, scope and next action together so no thread breaks.

Your goal for the next step

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

Local draft · no product activation

Try the example

Two typical moments. One traceable path.

Consulting lives on trust.

One engagement / several contacts

01In the meeting02On scope03After the proposal

Working world / consulting engagements

From the first meeting to the proposal.

In the meeting: Understand the core question
On scope: Clarify scope and decision makers
After the proposal: Follow up respectfully

Editorial working card · not the product view

For consultancies & expert teamsFirst meeting → Scope → Follow-up

An example for your team

How would your next engagement start?

Create a local engagement note with neutral sample details. It shows the structure and isn't saved in Peak One.

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

Peak CRM / Start noteLOCAL DRAFT

02 / Your start noteLocal preview

Three thoughts. A clear scope.

Draft · not yet put together

The core question: Still open
The decision makers: Still open
The next step: Still open

Your input appears here right away. With “View the start note” you check the three details locally.

Two moments from your consulting day

What's on today?

Choose the occasion. Questions, next step and sample note follow the situation.

New engagement

After a good first meeting a proposal should follow.

The action: Record the core question, decision makers and scope before writing the proposal.
The intent: A scope both sides understand the same way.

Working example / From meeting to scope

The scope note

Core question: What should be answered?
Decision makers: Who has to agree?
Scope: What's in, what's out?

Editorial structure sketch · not a customer reference

The example makes the idea clear. The product proof shows where it starts in Peak CRM.

To the product proof

Does this fit you?

A clear job. Clear limits.

One concrete
engagement.

This is where the example helps.

You handle long decisions with several contacts.
You want scope and proposal to rest on answered questions.
You follow up on proposals without being pushy.

Local previewProduct workspace

No automatic transfer

What this preview doesn't do.

This preview doesn't replace project or time tracking.
It creates no contacts and sends nothing.
Proposals and contracts are made in Peak Offer and Peak Sign.

The next proof is the product

Start with your next engagement.

In Peak CRM the contacts, deal and next action of an engagement sit together. Start for free and add your first engagement.

Start Peak CRM for free

Peak CRM / Your next step

A frame for the way you consult.

Start with the moment that's on today. The right next step follows from it.

Try the example

Local working example

For the next engagement.

Follow up respectfully

Frequently asked questions

Does Peak CRM suit small consultancies?

Yes. You can start alone and invite colleagues to the workspace later.

Do clients sign in Peak CRM?

Contracts run through Peak Sign. Peak CRM shows you which contact still has a signature pending.

Are the scenarios real engagements?

No. All scenarios are examples.