Built for the agencies
that refuse to slow down.
From first inquiry to final outcome — every step automated, organized, and visible. Peakth connects lead generation, case processing, client communication, and analytics into one unified workspace designed for modern agencies.
The Agency Operating System, Reimagined.
Peakth isn't just a CRM. It's the engine that powers your entire agency from inquiry to final outcome across every branch.
Lead Management
Never lose a lead again. Every inquiry from your website, WhatsApp, or referral flows directly into Peakth's pipeline. Automatic stage assignments, task creation, and follow-up reminders mean your team spends time closing — not chasing.
- Auto-lead capture
- Pipeline stages
- Task assignment
- Communication history
Case Processing
Every document. Every stage. One place. From the first form to the final approval, Peakth keeps your cases moving forward. Clients upload documents securely through their portal, your team reviews and checks them off, and nothing falls through the cracks.
- Document vault
- Status updates
- Checklists
- Deadline reminders
Client Portal
Your clients deserve a smooth experience. Give them a 24/7 branded portal where they can check their case status, upload required documents, and message your team directly — without calling or emailing every day.
- Real-time status
- Secure uploads
- Direct messaging
- Mobile-friendly
Communication Hub
Centralize every conversation. Peakth brings WhatsApp, email, and SMS into one unified inbox — linked directly to each client profile. No more switching between apps to find a message from three weeks ago.
- WhatsApp integration
- Email templates
- Bulk messaging
- Automated alerts
Analytics & Reporting
Know exactly how your agency performs. Custom dashboards give branch managers and owners a real-time view of conversion rates, team performance, revenue growth, and pipeline health — with exportable reports for leadership reviews.
- Custom dashboards
- Conversion tracking
- Staff performance
- Exportable reports
Branch & Role Security
Built for agencies with more than one office. Peakth lets you manage every branch from a single dashboard, with granular role-based permissions so each team member only sees what they need to.
- Multi-branch view
- Role permissions
- Audit logs
- Data encryption
Turn every inquiry
into a successful outcome.
Automate the busywork so your team can focus on what they do best: building relationships and closing deals.
Capture & Assign
Leads from web, WhatsApp, and email flow instantly into the pipeline.
Nurture & Guide
Automated reminders and tasks ensure no lead ever goes cold.
Process & Track
Secure document collection and stage-based tracking keep cases moving.
Outcome & Analyze
Measure success and scale what works across every branch.
Plays well with others.
Peakth integrates seamlessly with the tools your team already uses every day, centralizing data and eliminating context switching.
Google Workspace
Two-way email & calendar sync
Automated status updates
Discord
Internal team alerts
Slack
Channel notifications
Start free, connect your branches, go live in days.
Experience the full power of Peakth with a 14-day free trial. No credit card required. Onboard your entire team in minutes — and watch your pipeline transform.
★ 14 DAYS FREE TRIAL