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Peak Atlas

Peak CRM / AI follow-ups

No interested lead
slips through.

Pick an occasion, change the first sentence and see right away how your follow-up reads. All with sample data, nothing is sent.

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

Thank you for today's call

In short: you want to answer enquiries faster. Next, I will send you two time slots to go through the details together.

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 / A good follow-up draft

Occasion, message,
a clear next step.

A follow-up needs a reason, a short message and a question that is easy to answer. The preview shows how these fit together.

01 / The contextYour current draft

A beginning
that fits the contact.

Peak CRM · local preview
Thank you for today's call

In short: you want to answer enquiries faster. Next, I will send you two time slots to go through the details together.

Context → Details → Next action

Your title says what this contact is about.

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

And then?
A clear next action.

Sample draft. In Peak CRM you review it before anything is sent.

Test it in the contact card directly above.

02 / Three typical occasions

Same intent.
Different moment.

After a call, with an open proposal or when a contact has gone quiet: switch the occasion and continue with the matching example.

Another example replaces the current demo draft.

  • 01 / After the callSelected

    After the first call.

    The conversation is fresh. A short draft captures the next step.

    Call follow-up

    „Thank you for today's call“

    5 details · Company + Next appointment
  • 02 / Proposal openSample draft

    The proposal is still open.

    A proposal went out, the reply is missing. A friendly nudge with a clear question.

    Proposal follow-up

    „A quick question about our proposal“

    5 details · Company + Phone
  • 03 / Quiet contactSample draft

    The contact went quiet.

    There was interest, then nothing. An honest sentence instead of pressure.

    Re-engagement

    „Is this still on your agenda?“

    3 details · Only the basic details

03 / Move on deliberately

Your draft is a beginning.

Download it locally. In Peak CRM a follow-up is drafted with the contact's context, and you release it yourself.

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

Does Peak CRM send follow-ups automatically?

No. A follow-up is a draft first. You review it and decide yourself whether and when it goes out.

Does the demo access my inbox?

No. The demo on this page only works with sample drafts in the browser and sends nothing.

Which occasions are the drafts meant for?

The examples show three typical moments: after a call, with an open proposal and when a contact has gone quiet.

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