Peak CRM / Lead to customer
Five steps from lead to client.One continuous thread.
Inquiry, meeting, proposal, contract, care: often each step lives in a different tool. In the Peak One suite, Peak CRM stays the common thread, and every handoff has an owner.
Put the goal into words. Add perspectives and timing right below.
Walk the path on a local example.
Inquiry / meeting / proposal / contract / care
Who hands what to whom.
- The inbound
- How does the lead get into the CRM?
- The handoffs
- Who owns meeting, proposal and contract?
- The start
- What happens right after the contract?
Your path in the example
From three answers to a path note.
Fill in the example with a made-up lead and see how inbound, handoffs and start fit together. Everything stays in this preview.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three thoughts. One continuous path.
Draft · not yet put together
- The inbound
- Still open
- The handoffs
- Still open
- The start
- Still open
From lead to client in good hands
Every step has an owner.
Peak CRM keeps the case together. The specialist steps are handled by the Peak apps built for them.
- 01Inquiry
The lead arrives.
The inboundHow does the lead get into the CRM?
A website inquiry becomes a contact with a deal. Peak Booking plans the meetings.
Inbound → contact and deal - 02Close
Proposal and contract.
The handoffsWho owns meeting, proposal and contract?
The proposal is made in Peak Offer, the signature in Peak Sign. The deal in the CRM shows the status.
Working tool → handoffs with owners - 03Care
The client is on board.
The startWhat happens right after the contract?
In the example you get a path note with every handoff. A client space through Peak Portals is planned and only a preview here.
Sample artifact → path note
The next proof is the product
Start with the first step in the CRM.
In Peak CRM you add the lead as a contact with a deal and see which handoff is up next. Start for free.
Start Peak CRM for freePeak CRM / Your next step
From first contact to care, without a break.
Walk through the example once. Then you know which handoff your path catches on today.
Try the example
One lead. One client in good hands.
What happens right after the contract?
Frequently asked questions
Which apps are part of this path?
Peak CRM leads the path; meetings come from Peak Booking, contracts from Peak Sign, tasks from Peak Work.
Is a contact created twice?
No. A person or company exists once and is the same record in every Peak app.
Can I start with one part?
Yes. You can start with contacts and deals and add further steps later.