Peak CRM / For B2B e-commerce
The shop shows orders.Not the relationship behind them.
Retailers, resellers and wholesale accounts order over months. Peak CRM helps you notice a trade account going quiet early and plan the next account action. It's not a CRM for end consumers.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationTry the sample rule. Nothing is sent.
02 / The next question
What has changed since the last reorder?
An account action with a reason.
Explainer · sample data · not the product interface
Check the rule yourself
Change the activity. See the next step.
Pick a value. At 0 to 6 the follow-up appears, at 7 to 10 it doesn't. Your input isn't 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.
From trade account to action
Understand first. Then act.
The sample rule: with an activity of 0 to 6 you ask for the reason before making an offer.
- 01Signal
A trade account goes quiet.
Starting pointA trade account orders less often.
You judge how active the account is right now. Order data from the shop are sample values here.
Account → activity from 0 to 10 - 02Action
Ask when it's quiet.
0–6Uppföljning7–10FinishAt 0 to 6 a conversation clarifies whether range, terms or contact person have changed.
Condition → 0–6: follow-up - 03Result
An action with a reason.
ResultAn account action with a reason.
In the example activity and reason sit together. It becomes an opportunity or a task, not an automatic message.
Sample artifact → account note
The next proof is the product
Run your trade accounts as accounts.
In Peak CRM retailers and wholesale accounts are companies with contacts, deals and a next action. Start for free with your most important trade account.
Start Peak CRM for freePeak CRM / Your next step
Quiet trade accounts are a reason to talk.
Test both paths in the example. Then decide which account you'll check in with today.
Try the example
One trade account. One next action.
An account action with a reason.
Frequently asked questions
Is Peak CRM meant for consumer shops?
No. This page is about B2B buyers such as resellers and wholesale accounts, not consumers.
Does Peak CRM write to my shop?
No. Peak CRM changes neither orders nor prices in your shop.
Are there customer-specific prices?
You manage per-customer price lists in Peak Products; new quotes in Peak CRM read them.