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Peak Atlas

Peak Pages · Page to pipeline

Page, form, lead, meeting,
opportunity in Peak CRM.

Anyone who submits a form on your page lands in Peak CRM as a contact with a “Funnel” opportunity, with no export and no copy. A meeting only counts as booked once Peak Booking confirms it. And where no campaign is known, it says “unknown”.

Start Peak Pages with Peak CRM

Demo · synthetic sample data · no connection, nothing is saved

Peak PagesThe step
Peak CRMWhat is created
Page → pipeline · Example path
One step in detail
01 / Peak Pages1 · Page
02 / Fictional test value“First call” page · Hellmann Consulting (example)
03 / Peak CRMVisit, measured only with consent

Synthetic example path. Booked only counts with confirmation; a missing source means “unknown”.

See all 6 steps
Six steps with synthetic values. No real contact, no real meeting.
Peak PagesWhat is created
1 · PageVisit, measured only with consent
2 · FormAnswers on the Peak Forms engine
3 · LeadContact in Peak CRM
4 · BookingBooked only with a booking confirmation
5 · CRM“Funnel” opportunity for the contact
6 · DealValue and source of the opportunity
Example path
No transfer
Nothing is connected on this page. You see the paths in your workspace.
One concrete target

Understand paths. Keep the source.

Peak CRMArrival in the workspaceNot checked yet

The example path shows where answers and enquiries go. Only a test in your workspace shows what actually arrives.

02 / The path of an enquiry

Capture. Assign. Keep working.

An enquiry is only worth something once it arrives where your team keeps working.

  1. 01 / The page

    Capture on the page

    The form runs on the Peak Forms engine. Phone and email are checked, bots are slowed down.

    Who is enquiring?Form or funnelChecked contact detailsBot protection
  2. 02 / The CRM

    Assign in Peak CRM

    Contact and “Funnel” opportunity are created through the same lead chain, plus notifications and, if you want, webhooks.

    What is created?Contact“Funnel” opportunityNotification
  3. 03 / The truth

    Keep working honestly

    Only what Peak Booking confirms is booked. An unknown source stays “unknown” and is not estimated.

    What counts?Booked only when confirmedSource or “unknown”Your team sets the value

Trust needs clarity

What this demo shows and what it does not.

01 / The existing evidence

Synthetic data

Hellmann Consulting, Alex Example and every value are invented. This page creates no contact, no meeting and no opportunity.

Peak Pages / Peak CRMEXAMPLE
Peak PagesMappingPeak CRM
Path
Example
Arrival in the workspace
Not checked

02 / Your check

No meeting without confirmation

A selected slot is not a booking. Only the confirmation from Peak Booking counts; until then the meeting stays open.

Account
Not connected here
Rights
Roles in the workspace

03 / The clear limit

No guessing the source

Without UTM parameters or a campaign, the opportunity says “unknown”. Your team sets a deal value.

  • Form
  • Lead chain
  • Booking
  • Webhook

The next step

Every enquiry where your team works.

Sign up, build your first page with a form and see the first enquiry in Peak CRM.

Start Peak Pages with Peak CRM
Your path into the pipelineDEMO
Peak Pages→Peak CRM
1 · Page → Visit, measured only with consent

In your real workspace you see every enquiry in Peak CRM.

Frequently asked questions

When does a lead count as booked?

Only with a booking confirmation from Peak Booking.

What if the campaign is missing?

Then it says “unknown”. Peak does not guess the source.

Can I also send leads to an external CRM?

Yes, through webhooks. The contact stays in Peak CRM first.

Is the demo data real?

No, every step uses made-up sample data.

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