Peak Chat / For sales teams
The form came in at 2 pm.The call back the next day.
Between interest and first call, time gets lost and context with it. Peak Chat is meant to meet prospects in conversation, ask your qualifying questions and hand over to the right person with a summary. That is planned. Today the Peak Chat inbox bundles your conversations per person, and a message can become a task.
Put the goal into words. Add perspectives and timing right below.
Two sample cases with made-up data.
Sample leads / made-up data
From a click to a prepared call.
- Interest
- A question on the pricing or product page
- Qualification
- Your questions, your rules
- Handover
- A summary to the person responsible
Your handover
What should be clear in the first call already?
Create a local note with made-up details. It shows which information a good handover needs and is never saved.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three thoughts. A clean handover.
Draft · not yet put together
- The need
- Still open
- 담당자
- Still open
- The next step
- Still open
Two typical situations
Who is reaching out right now?
Pick the case. Conversation, handover and sample note follow the situation.
Pricing page
A prospect asks on the pricing page whether the product fits her team.
- The action
- Planned: Peak Chat asks your qualifying questions and explains why a lead counts as a fit.
- The intent
- A handover with need, timing and reasoning instead of a bare form entry.
The handover note
- Need
- Bundle a team's enquiries
- Reasoning
- Team size and timing match your rules
- Handover
- To account executive, simulated
The cases are editorial examples with made-up data. The live demo shows the planned flow as a simulation.
To the product statusDoes this fit you?
A clear job. Clear limits.
One lead.
One clear handover.
What Peak Chat is meant for.
- You get inbound enquiries and want to get into conversation faster.
- You want to set your qualification rules yourselves.
- Customer conversations run across several channels.
No second CRM
What doesn't exist yet.
- Automatic lead qualification is planned, not available.
- Peak Chat is not a second CRM; contacts stay in Peak CRM.
- No bulk sending and no cold outreach from the chat.
What exists today
Play through an inbound lead in the demo.
The live demo shows the planned way from interest to handover as a simulation. What exists today: the Peak Chat inbox with one conversation per person and tasks from messages.
See the live demoPeak Chat / Your next step
The best moment for a conversation is now.
Pick the case that costs you time more often and write down what a good handover must contain.
See two cases
The right call at the right time.
A summary to the person responsible
Frequently asked questions
Do I need a CRM for this?
The plan is that conversations sit with the contacts in Peak One. Peak Chat does not keep its own contact list.
Can I try this today?
Not as a finished product yet. The live demo shows the planned flow with example data; no real customer data is processed there.
Where do the conversations end up?
The plan is that each conversation lives with the person in Peak One it was held with, not in a separate chat database. Until that is built, this is a plan, not a promise.