How you recognise Peak
In Peak a customer, quote, meeting and payment exist exactly once. Every app reads the same data instead of copying it. That is why searching, transferring and reconciling drop out at these points.
Honest status: all 25 flows are in development. We show how Peak works, not a finished result.
Sound familiar? After the meeting you write the quote again from scratch in the evening.
How Peak does it: The draft is built from the customer, notes and prices already in Peak. You review it before anything goes out.
Sound familiar? You only notice unpaid invoices and stalled quotes when the account runs low.
How Peak does it: Peak reads them from the same records and keeps due, open and unknown apart instead of guessing one total.
Sound familiar? Your CRM is out of date because upkeep takes time you don’t have.
How Peak does it: Emails, meetings and forms write into the same contact. You review suggestions before they apply.
Sound familiar? One enquiry sits in the form tool, the next in your inbox, the third in your calendar.
How Peak does it: Page, form, booking and CRM form one chain. Every enquiry lands once, as the same contact.
Sound familiar? Between yes, signature, invoice and payment something gets lost every time.
How Peak does it: Every step belongs to the same deal. You see where it stands and what is missing.
Sound familiar? Every morning you open five tools before you know where to start.
How Peak does it: Peak reads tasks, meetings and open items from one source and shows the next three steps.
Sound familiar? You do the same steps every week because your tools don’t talk to each other.
How Peak does it: Automations work on the same customers, tasks and meetings. Risky steps wait for your approval.
The same mechanism each time: one shared data foundation instead of separate tools.
You meant to follow up on the quote and can’t remember when you last wrote.
Quote, emails and meetings belong to the same contact. The next step sits where you already work.
For the invoice you retype what the quote already said.
The invoice takes its lines from the confirmed order. Nothing is entered a second time.
Good customers from before stop getting in touch, and you don’t notice.
Peak sees the last work together on the contact and suggests who to reach out to. You decide what gets sent.
Before answering a customer question you check three tools for the status.
The draft reply knows the order, meetings and history of that customer. You approve it.
A new service needs a page, and you wait for someone to build it.
The draft is built from what you offer and sends enquiries straight into your CRM.
Finding a meeting slot takes four emails.
Bookings know your calendar and file the meeting on the right contact.
Customers ask for files, status and invoices, and you send each one separately.
A customer area shows only what you release for that customer, from the same data.
What was agreed in the call lives in your head, not in the quote.
The call becomes a quote draft on the same customer. No second quote store.
You only know whether a project made money once it is over.
Peak works with confirmed time and costs on the existing project. What is missing stays visible as unknown.
You set your price by feel and hope it is enough.
The calculation uses your costs and hands the result straight to the quote.
People read your page and leave, and you never learn who they were.
A checklist or quiz is built as a form that turns answers into a contact in your CRM.
Every new customer starts with the same list of questions, files and access requests.
One flow creates tasks, meetings and documents on the new customer, the same way every time.
You suspect your website costs you enquiries but don’t know why.
The check names specific spots with a reason and a next step, without an overall grade.
Existing customers buy elsewhere what you also offer.
Peak sees orders and history of the same customer and points out where an add-on may fit, with a reason.
For every contract you copy names, prices and dates by hand.
The contract pulls party, scope and price from the order and goes to signature. It is not legal advice.
For the monthly client report you spend half a day gathering numbers.
The report reads from the same tasks, meetings and results. You decide what the client sees.
Happy customers would recommend you, but you never ask at the right moment.
After a finished job Peak suggests the request. Only approved voices become public.
Only one person knows how something is done, and they are on holiday.
A screen recording becomes a process with steps that you review and share with your team.
Each app shows on its own page which of these moments belong to it.
