Peak CRM / Deal rescue

A deal goes quiet.You act before it's lost.

An open proposal often comes back to mind only when it's too late. Spot the risk, name the cause and plan a reasoned action.

Your goal for the next step

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

Local draft · no product activation

Pick a risk in the example

Two sample risks. One traceable path.

A deal stalls. You see why.

One deal / two risk signals

01Signal02Cause03Action

Example / deal at risk

From signal to action.

Signal: What shows that the deal is stalling?
Cause: Why has it gone quiet?
Action: Which step gets the deal moving again?

Example with fictional data · not the product interface

For founders & salesRisk signal → Cause → Rescue draft

Your deal in the example

How would you rescue this deal?

Create a local rescue plan with neutral sample details. It shows the structure and is saved nowhere.

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. One rescue plan.

Draft · not yet put together

The signal: Still open
The cause: Still open
The action: Still open

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

Two typical risks

What puts your deal at risk?

Pick the risk signal. Cause and action follow the situation.

Proposal sent

Weeks without a reaction to a proposal.

The action: Name the cause and prepare a short follow-up as a draft.
The intent: A reviewed draft that you release yourself.

Working example / No reply

The follow-up draft

Signal: Proposal without reaction
Cause: Decision open internally
Action: Offer a short review call

Editorial structure sketch · not a customer reference

The example shows the way to the action. In the CRM you plan it on your real deal.

To the next step

Is this for you?

A clear job. Clear limits.

A deal that
is wobbling right now.

This is where the example helps.

You have open proposals that have gone quiet.
You want to justify an action before you act.
You prefer to release messages yourself.

Local previewPeak CRM

No automatic sending

What this preview doesn't do.

This preview doesn't detect risks in your real deals.
It sends no message and changes no deal.
It promises no rescued deal.

From the example to a real deal

Plan the next step on the deal.

In Peak CRM you keep opportunities and proposals on the contact and plan the next step. So an open proposal doesn't surface only when the customer asks.

Start Peak CRM for free

Peak CRM / Your next step

No deal gets lost quietly.

Start with the deal that worries you right now. The next step follows from it.

Pick a risk in the example

Local working example

For the deal that's wobbling right now.

Which step gets the deal moving again?

Frequently asked questions

How does Peak CRM spot a stalled deal?

From rules such as the time since the last contact or a missed next step. The rules are visible and traceable.

Does Peak CRM save the deal for me?

No. Peak CRM shows you where things are stuck and suggests a step. You make contact with the customer.

Are the scenarios on this page real customers?

No. The scenarios are examples showing typical situations in B2B sales.