Peak CRM / On the go
The meeting starts soon.What was the latest status?
Between two meetings there is no time to search inbox and notes. Open the contact, see the history and note the next step afterwards.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationTest the sample check — nothing is sent.
02 / The open question
What do you still need to look up before the meeting?
A conversation with history and a noted next step.
Example · no customer data · not the product interface
Check it yourself
Change the rating. See the difference.
Pick a rating. At 0 to 6 the open question appears, at 7 to 10 it doesn't. Nothing is saved.
Local rule demo · Please use neutral sample details only.
Pick a rating to see the next step.
The answer sets the direction.
- Rating
- —
- 跟进
- Waiting for a rating
No example picked yet.
The rule behind the example
Check briefly, then talk.
In the example a rating of 0 to 6 triggers a reminder to look things up. From 7 it goes straight into the meeting.
- 01Before
Just before the meeting.
Starting pointA meeting without the latest status in mind.
You rate how well you know the status. That decides whether you still look something up.
Input → rating from 0 to 10 - 02Check
At 0 to 6, look it up.
0–6跟进7–10FinishThe sample rule reminds you of the open question. At 7 to 10 the reminder stays hidden.
Condition → 0–6: look it up - 03After
Note the next step.
ResultA conversation with history and a noted next step.
In the CRM you note after the conversation what was discussed. In the trial run it is a local preview.
Sample artifact → meeting note
From the example to a real meeting
Open your first customer.
Peak CRM runs in the browser. Add a contact, note the last conversation and plan the next step — then you see it before the next meeting.
Start Peak CRM for freePeak CRM / Your next step
Every meeting with the latest status.
Test the check in the example and decide what you want to know before the next meeting.
Test the meeting check in the example
One meeting. One noted next step.
A conversation with history and a noted next step.
Frequently asked questions
Is there a dedicated app?
Peak CRM runs in the mobile browser. What else is available is shown in the product; planned features are marked as planned.
Can I capture notes on the go?
Yes, you record notes and next steps directly on the contact or deal.
Do I see the same data on mobile as at my desk?
Yes. It is the same CRM with the same contacts, laid out for the small screen.