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Peak CRM / Pipeline template

Every stage.
One clear transition.

A pipeline only helps when every stage says when a deal may move on and what happens next. Edit stage, exit criterion and next step directly.

For which occasion?

Change the title. The contact card next to it reacts instantly.

Edit all texts and details ↗Test the contact card directly ↗
Local demo with sample data
Contact card · previewPreview reacts instantly
Peak CRMLocal demo with sample data

Stage 2 · Brief received

Exit criterion: goal, budget range and deadline of the project are confirmed in writing.

Use sample data only.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Edit your draft in detailText, details & next action
01

Your draft

Make it yours.

Additional details

Name, e-mail and request are always included in this demo.

JSON file for your local draft. Not an import into Peak CRM.

01 / Anatomy of a stage

Name, criterion,
next step.

The preview shows on a sample contact how stage, exit criterion and next step work together.

01 / The contextYour current draft

A beginning
that fits the contact.

Peak CRM · local preview
Stage 2 · Brief received

Exit criterion: goal, budget range and deadline of the project are confirmed in writing.

Context → Details → Next action

The first entry says what this moment is about.

02 / The details
5visible details
01Namn02E-mail03Request04Company05Next appointment
03 / The next actionText preview

And then?
A clear next action.

Next step: schedule a pitch meeting with the decision-maker.

Test it in the contact card directly above.

02 / Three business models

Same logic.
Different stages.

Agency, consultancy or B2B service provider: choose the example closest to your sales.

Another example replaces the current demo draft.

  • 01 / AgencySelected

    From brief to contract.

    Stages for project enquiries with brief and pitch.

    Agency pipeline

    „Stage 2 · Brief received“

    5 details · Company + Next appointment
  • 02 / ConsultingSample draft

    Understand first, then offer.

    Stages focused on clarifying the need.

    Consulting pipeline

    „Stage 3 · Need clarified“

    5 details · Company + Phone
  • 03 / B2B servicesSample draft

    Follow-on work in view.

    Stages for framework contracts and follow-on work.

    Services pipeline

    „Stage 4 · Proposal in negotiation“

    5 details · Company + Next appointment

03 / Move on deliberately

Your pipeline is a start.

Download the draft locally. In Peak CRM you set up your own stages later.

Your context, your details and your next action — as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Frequently asked questions

How many stages should a pipeline have?

As few as possible. Each stage should have a clear condition and a next action; the template shows examples.

What distinguishes the variants?

Stages and next actions are shaped for typical flows in agencies, consulting and services. All content is an example.

Can I use the pipeline in Peak CRM?

Yes, after starting Peak CRM you set up your stages there. The preview itself saves nothing.

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