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Peak CRM / Customer success

The deal is won.Now the care is what counts.

Between close and project start, knowledge often gets lost. Peak CRM keeps track of what was sold, who is responsible from now on and which first step shows the client value.

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

Local draft · no product activation
Try the example

Try the handoff on a local example.

After the close, the care begins.

Won / handed over / looked after

01The client goal02The ownership03The first result
Working example / handoff

What counts after the close.

The client goal
Why did the client buy?
The ownership
Who takes care from now on?
The first result
What shows the client value early?
Editorial structure sketch · not the product interface

Your small handoff

From three answers to a handoff note.

Fill in the example with a made-up client. The note stays only in this open 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 thoughts. A good handoff.

Draft · not yet put together

The client goal
Still open
The ownership
Still open
The first result
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

From close to care

No break after the signature.

The order makes sure the context from sales arrives in client care.

  1. 01Close

    The deal is won.

    The client goal

    Why did the client buy?

    In the CRM the deal is marked won. What was discussed stays with the client.

    Deal → won
  2. 02Handoff

    Ownership becomes clear.

    The ownership

    Who takes care from now on?

    One person takes over. Tasks run through Peak Work; a client space through Peak Portals is planned.

    Working tool → handoff note
  3. 03Result

    The first value becomes visible.

    The first result

    What shows the client value early?

    In the local example you get a handoff note with a first result. You check whether it fits your client.

    Sample artifact → handoff note

The next proof is the product

Look after clients where you won them.

In Peak CRM contact, deal history and next action stay together after the close. Start for free with your first client.

Start Peak CRM for free

Peak CRM / Your next step

Client care can be as clear as the sale.

Try the handoff on the example. Then decide what your next client should experience first.

Try the example
Local working example

One client. One first result.

What shows the client value early?

Frequently asked questions

Is there a health score?

Peak CRM shows you the client goal, the owner and the next steps. It shows no invented overall score per client.

Where do post-sale tasks live?

Next steps are tasks in Peak Work, linked to the client, so the team sees them everywhere.

Is there a client portal?

A client portal for Peak CRM is planned and not available today.

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