Peak CRM / Lead inbox
An enquiry arrives.Who handles it now?
New enquiries land in the inbox and wait. Sort each enquiry and give it a next step — so no sales opportunity sits idle.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationTest the sample rule — nothing is sent.
02 / The next question
Which one question clarifies the need before the first call?
A sorted enquiry with a planned next step.
Example · no customer data · not the product interface
Check the rule yourself
Change the rating. See the difference.
Pick a rating. At 0 to 6 the clarifying question appears, at 7 to 10 it doesn't. Nothing is sent.
Local rule demo · Please use neutral sample details only.
Pick a rating to see the next step.
The answer sets the direction.
- Rating
- —
- Uppföljning
- Waiting for a rating
No example picked yet.
The rule behind the example
Sort first, then reply.
In the example a rating of 0 to 6 triggers a clarifying question. From 7 it goes straight to the first call.
- 01Arrival
An enquiry arrives.
Starting pointAn enquiry without a clear need.
You rate how clear the need is. The next step depends on it.
Input → rating from 0 to 10 - 02Sort
At 0 to 6, ask first.
0–6Uppföljning7–10FinishThe sample rule suggests a clarifying question. At 7 to 10 it stays hidden.
Condition → 0–6: clarifying question - 03Plan
The next step is set.
ResultA sorted enquiry with a planned next step.
In the trial run, rating and question stand together. It is a local preview, not a sent message.
Sample artifact → lead note
From the rule to a real enquiry
Add the first enquiry as a contact.
In Peak CRM an enquiry becomes a contact with a history. You note what was asked and plan the next step right on the contact.
Start Peak CRM for freePeak CRM / Your next step
No enquiry without a next step.
Test both paths in the example and decide which question really helps your sales.
Sort an enquiry in the example
One enquiry. One clear next step.
A sorted enquiry with a planned next step.
Frequently asked questions
Where do the leads in the inbox come from?
From the sources you connect to Peak CRM or enter by hand. You can see the available sources in the product.
Does Peak CRM decide which lead matters?
Peak CRM suggests an order and explains it. You make the decision.
Does Peak CRM send replies to leads automatically?
No. You send replies yourself; nothing goes out without your approval.