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Peak Atlas

Peak Funnel · Offers and checkout

From the conversation.
To the signed offer.

Peak Offer builds the offer from your answers, Peak Sign collects the signature. Peak does not take payments in the funnel today.

See the flow

Local example · nothing is stored or sent.

Peak FormsThe source
Peak CRMThe target in Peak One
Peak CRM · Example mapping
One mapping in detail
01 / Peak FormsEmail
02 / Fictional test valuealex@example.com
03 / Peak CRMContact (person)

A readable field path as an example. No transfer.

View all 5 mappings
Example field mapping with fictional values.
Peak FormsField in Peak CRM
EmailContact (person)
First nameFirst name
答案Note on the request
PointsStay on the server
OutcomeNext step
Example mapping
No transfer
Nothing is connected on this page. You see the paths in the product.
One concrete target

Understand fields. Keep the source.

Peak CRMArrival in the workspaceNot checked yet

The mapping shows where the data goes. Only a test in your workspace shows what actually arrives.

02 / The flow

Build. Send. Close.

Partly today: planning in the Funnel Planner and stations in Peak Pages, Forms, Booking and CRM work. The rest belongs to the Funnel Studio, which is built but not released yet.

  1. 01 / Offer

    Create the offer

    Services and prices from your offer.

    Create the offerBuildSendClose
  2. 02 / Signature

    Send for signature

    The client signs online.

    Send for signatureOffer lineOffer totalSigner
  3. 03 / Payment

    Record the yes

    The deal in the CRM is won.

    Record the yesPeak Offer, livePeak Sign, liveNot in the funnel

Trust needs clarity

Clear about what works today.

01 / The existing evidence

No payment in the funnel.

Peak takes no payments in the funnel today. Offer and signature work, the invoice follows separately.

Peak Forms / Peak CRMEXAMPLE
Peak FormsField mappingPeak CRM
Mapping
Example
Arrival in the workspace
Not checked

02 / Your check

No invented numbers.

Peak names no conversion rates, customers or results that do not come from your own workspace.

Account
Not connected here
Rights
Roles in the workspace

03 / The clear limit

Only with consent.

Contact data and marketing e-mails only reach people who agreed. Peak contacts nobody on its own.

  • Peak app
  • Same object
  • 导出
  • Planned

The next step

Plan your next funnel.

In the Funnel Planner you work through goal, stations and numbers and then build each station in Peak One.

See the flow
Your field mappingNOT CONNECTED
Peak Forms→Peak CRM
Email → Contact (person)

Check in your workspace what actually arrived.

Frequently asked questions

Is this available in Peak One today?

Partly. Planning and building blocks are live, the Funnel Studio is built but not released yet.

Does this page store my entries?

No. Examples and calculators run in your browser only. Nothing is stored or sent to Peak.

More in Peak Funnel