Customer Relationship Management Made Easy
A comprehensive CRM in one simple tool
Most CRMs Can’t Support Your Needs
Having a customer relationship management tool is essential in any business. Many of the currently available ones, though, are either too basic as your business expands or too complex to be useful.
Mountainstop’s CRM system, Peak CRM, combines the best parts of popular CRMs, like Hubsport, Salesforce, Calendly, and Mailchimp into one helpful tool.
Peak CRM is designed to be simple, scalable, and ready for your daily use.
What’s Included in Peak CRM
Centralized Contacts
Streamlined Communication
Automated Follow-Ups
Increased Reputation
Data-Driven Insight
Flexible and Scalable
Contacts and Pipelines Build a Solid Foundation
Peak CRM makes it easy to keep a centralized, customizable client and lead database, giving you clear visibility into every opportunity.
Easy to Access Contacts
Our contact system centralizes your contacts’ information, notes, and interactions, so you can have quick access to any of your contacts. Custom fields help you keep track of each contact’s role, and smart lists, tags, and segmentation allow you to fill in any details you need to remember.
A Smooth Pipeline
Our pipeline gives you a simple, sleek way to monitor your business. Our presets of lead → appointment → proposal → sold allows you to gain easy insight to your business, and if that’s not enough, you can fully customize each stage to work in a way that’s best for you. See where deals get stuck, track win and loss rates, and understand what needs improved in your sales process.
Streamline Your Communication & Scheduling
Peak CRM saves time in your communication and scheduling and ensures that no leads fall through the cracks. The system works 24/7, so your team doesn’t have to chase leads manually, and you can gain access to leads, no matter the time zone.
Simple Scheduling
Our scheduling system gives you a straightforward Outlook calendar sync, so you don’t create double bookings. Clients can book directly online or schedule a manual time with your team with our customizable features, like flexible booking rules, buffer times, 24-hour notices, and custom availability.
At a Glance Communication
Peak CRM’s communication hub provides you with a comprehensive way to view communication. Keep emails, SMS messages, calls, and WhatsApp communications all in one, easy-to-view record, as well as a full history of every client interaction.
Never lose a client or communication again with Peak CRM.
We Offer an Automated, Easy Way to Follow Up
Our automated system gives you and your clients 24/7 consistent follow-up, so your team doesn’t have to chase leads manually.
Comprehensive Lead Intake
When a client fills out a web form submission, Peak CRM will notify both of you with an automated confirmation and follow-up system. If no booking has been made after ten days, a task will be created to notify you.
Automatic Appointments
All your appointments will deliver automatic confirmations, 24-hour, and 1-hour reminders through both email and SMS, so you and your clients never miss a reminder. Our easy-to-use system also allows effortless rescheduling of automations and appointments.
Reliable Marketing Workflows
Your clients never have to miss an opportunity or resource with our straightforward marketing workflow system. Peak CRM delivers guides, resources, and drip campaigns to educate and nurture leads. Smart triggers, like clicking links or attending webinars, give you information on which marketing resources are working for you, your clients, and your business.
Build Your Reputation with Marketing Power
Peak CRM ensures your business receives the attention it deserves. Through messaging campaigns, social media, and reputation management, you build a stronger online presence and automated customer touchpoints.
Wide-Reaching Email and SMS Campaigns
Our mass marketing campaigns give your clients timely information, and give you valuable metric reports about open, click, and bounce rates. Smart links help you segment leads and clients based on engagement, so you can boost your marketing efficiency.
Scheduled Social Media Posts
Take the stress of social media off your hands. Peak CRM schedules and manages posts directly, so you can focus on running your business while receiving the benefits of reaching a wider audience.
Manage Your Reputation
Peak CRM helps you keep control of your reputation by sending out automated review requests through email and SMS messages. It also sifts through reviews and can respond to reviews with AI-generated replies, while also capable of flagging negative ones for manual handling.
Gain Valuable, Data-Driven Insight
Our comprehensive reporting and dashboards keep data and client information at your fingertips. Make data-driven decisions to focus your efforts on what’s best for your business.
Customizable Pipeline Values
Keep your pipeline smooth and efficient. Easily customize the pipeline values by stage, or stick with the preset system that categorizes appointments, proposals, and closed encounters.
Track Lead Sources
Our system tracks sources for leads and close rates, so you can pursue promising leads and effective strategies.
Clean Data and Accurate Forecasts
Find simple, accurate reporting with Peak CRM’s clean appearance and up-to-date forecasts, so you’re able to gain quick insight on what matters to you.
Peak CRM is Flexible and Scalable
Peak CRM is built to work with your business. It’s as simple as you need it to be, while also being flexible and powerful enough to grow as your business expands.
Prebuilt Snapshots
Receive industry-specific reports and templates, so you can more effectively reach your customers with marketing that works.
Customizable Fields
Make Peak CRM work for you through personalized fields, automations, and workflows for your business. Keep what’s important for your business at the forefront of your system with performance-tracking and valuable reports.
AI Tools
Automate your system through AI chatbots, automated follow-ups, and phone answering, freeing you to focus on the more complex parts of your business.
Maximize Your Efficiency with Peak CRM
Peak CRM boosts your business’s performance. Save time through automating repetitive follow-ups, increase conversions through consistent client communication, and improve your visibility to know exactly what’s in your pipeline. Customizable features and automations keep your business’s most vital functions in one easy-to-use system.
Simple today. Powerful tomorrow. Peak CRM is made to work for you.
Zero Risk. All Reward.
We’re confident Peak CRM will transform the way you manage your business. We are so confident that we back it with a 30-day money-back guarantee.
If you subscribe and Peak CRM isn’t the right fit within your first 30 days, simply reach out and we’ll refund you in full. No hoops. No hassle. No hard feelings.
FAQs
What is Peak CRM and who is it built for?
Peak CRM is an all-in-one client relationship management platform built for small to mid-sized businesses, agencies, and service providers who want to manage contacts, communication, scheduling, and marketing without juggling multiple tools.
How is Peak CRM different from HubSpot or Salesforce?
Most enterprise CRMs are either too complex for daily use or require expensive add-ons to unlock basic features. Peak CRM combines the most useful parts of those platforms into one simple, affordable system that’s ready to use from day one.
Do I need technical experience to set it up?
No. Peak CRM is designed to be simple out of the box. Prebuilt templates and industry-specific snapshots mean you can be up and running quickly, without a developer or lengthy onboarding process.
Can I migrate my existing contacts and data?
Yes. Peak CRM supports contact imports so your existing client data isn’t lost in the transition. Our team can guide you through the process to make the switch as smooth as possible.
What happens when my business grows? Will Peak CRM keep up?
Absolutely. Peak CRM is built to scale with you. As your team and client base grow, you can add custom fields, automations, and workflows without switching platforms.
Does Peak CRM integrate with tools I already use?
Peak CRM connects with email providers, calendars like Outlook, WhatsApp, SMS platforms, and social media, keeping everything in one place rather than scattered across your stack.
What kind of support is available?
Our support team is available to help you get set up, troubleshoot, and make the most of your CRM. We have advanced growth plans that help you grow your use of the system and build automations to save you time and money.
Is my data secure?
Yes. Peak CRM takes data privacy seriously. Your client information is securely stored.
How do I get started?
Click any Schedule a Call button on this page to begin your free trial. No credit card needed.