Peak CRM / Customer success
The deal is won.Now the care is what counts.
Between close and project start, knowledge often gets lost. Peak CRM keeps track of what was sold, who is responsible from now on and which first step shows the client value.
Put the goal into words. Add perspectives and timing right below.
Try the handoff on a local example.
Won / handed over / looked after
What counts after the close.
- The client goal
- Why did the client buy?
- The ownership
- Who takes care from now on?
- The first result
- What shows the client value early?
Your small handoff
From three answers to a handoff note.
Fill in the example with a made-up client. The note stays only in this open preview.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three thoughts. A good handoff.
Draft · not yet put together
- The client goal
- Still open
- The ownership
- Still open
- The first result
- Still open
From close to care
No break after the signature.
The order makes sure the context from sales arrives in client care.
- 01Kapat
The deal is won.
The client goalWhy did the client buy?
In the CRM the deal is marked won. What was discussed stays with the client.
Deal → won - 02Handoff
Ownership becomes clear.
The ownershipWho takes care from now on?
One person takes over. Tasks run through Peak Work; a client space through Peak Portals is planned.
Working tool → handoff note - 03Result
The first value becomes visible.
The first resultWhat shows the client value early?
In the local example you get a handoff note with a first result. You check whether it fits your client.
Sample artifact → handoff note
The next proof is the product
Look after clients where you won them.
In Peak CRM contact, deal history and next action stay together after the close. Start for free with your first client.
Start Peak CRM for freePeak CRM / Your next step
Client care can be as clear as the sale.
Try the handoff on the example. Then decide what your next client should experience first.
Try the example
One client. One first result.
What shows the client value early?
Frequently asked questions
Is there a health score?
Peak CRM shows you the client goal, the owner and the next steps. It shows no invented overall score per client.
Where do post-sale tasks live?
Next steps are tasks in Peak Work, linked to the client, so the team sees them everywhere.
Is there a client portal?
A client portal for Peak CRM is planned and not available today.