Try it / Peak CRM
Peak CRM
Create your first customer with a next step as a draft, then look at a sample team.
Start with your own customer
Planned · not saved
Not complete yet.
- Customer and value entered (open)
- One next step set (done)
- Customer view checked (not sent) (open)
- Saved in the CRM: only after sign-in and your confirmation (open)
After sign-in you see exactly this draft again, choose the pipeline and company and confirm the save yourself. The draft stays in this tab for one hour.
What your customer sees
Enter the company and next step to see what your customer would receive.
Or explore a sample team
Sample data · fictitious sales team, nothing is saved
8 deals shown.
Warehouse software rollout
42.000 €
Negotiation · 70 % · Anna Beispiel · closing November 2026
Maintenance contract North
8.000 €
Discovery · 20 % · Ben Muster · closing Januar 2027
Spare parts portal
26.000 €
Quote · 50 % · Anna Beispiel · closing Dezember 2026
Production training
6.000 €
New · 5 % · Clara Demo · no close date
Booking system for 3 hotels
31.000 €
Quote · 50 % · Ben Muster · closing Dezember 2026
Guest service pilot
9.000 €
Won · 100 % · Ben Muster · closing Oktober 2026
API partnership
15.000 €
Discovery · 20 % · Clara Demo · closing Januar 2027
Appointment management
12.000 €
Negotiation · 70 % · Clara Demo · closing November 2026
Weighted forecast · whole team
71.200 €
from 140.000 € open pipeline in 7 deals
By close month
| Month | Open | Weighted |
|---|---|---|
| November 2026 · 2 | 54.000,00 € | 37.800,00 € |
| Dezember 2026 · 2 | 57.000,00 € | 28.500,00 € |
| Januar 2027 · 2 | 23.000,00 € | 4.600,00 € |
| No date · 1 | 6.000,00 € | 300,00 € |
Weighted = value × stage probability. Won in this filter: 9.000 €. Calculated from 8 sample deals.
Open an account to see its deals and plan the next action.