Peak CRM · Pipeline
Your pipeline shows
the next decision.
Not just columns of deals: each deal shows its risk and the next sensible step. Pick an example deal and see the suggestion.
Which example deal do you want to look at?
Why: there has been no reply since the quote, and no next step is planned.
Illustrative example · sample data · nothing saved
- Sample data
- View without an account
- Nothing is saved
02 / From deal to decision
Stage, risk, next step.
A pipeline only helps when it says where a deal is stuck and what moves it forward.
- 01 / The stage
See the stage
Where is the deal, and since when?
Where is the deal?First callQuoteNegotiation - 02 / The risk
Spot the risk
Is a next step, a decision maker or a reply missing?
What is missing?No next stepNo decision makerLong silence - 03 / The step
Act on purpose
You move the deal and plan the step yourself, by mouse or keyboard.
What helps now?Follow upPlan a meetingClose the deal
Trust needs clarity
Clear about what happens here.
Scope of this preview
- 01Sample data
- The deals on this page are made up and only illustrate the idea.
- 02Nothing is saved
- Your choice stays in this browser window. No deal and no task is created.
- 03Your decision
- In the product you move deals yourself. A suggestion moves nothing on its own.
The next step
A pipeline that points forward.
Start Peak CRM and see your own deals with their next step.
Start Peak CRM for freeIllustrative example · sample data · nothing saved
Frequently asked questions
Does Peak CRM move deals by itself?
No. A suggestion moves nothing on its own. You move deals yourself, by mouse or keyboard.
Are the deals on this page real?
No. They are made-up example deals that only show how risk and next step relate.
What counts as a risk on a deal?
For example a missing next step, an unknown decision maker or a long silence.