Operations platform · Internal · Ongoing
Peak. The platform we run Desert Peak on.
Before we built anything for a client, we built the tool we needed to run our own business. It is still the clearest example of how we think about software.
DASHBOARD · Sample preview
Today's overview.
Revenue · MTD
$48,200
▲ +12% MoM
Active deals
14
$96K pipeline
Open invoices
6
$8,400 due
New leads
23
This week
Customers
187
+9 this month
Reviews · 30d
+42
4.8★ avg
Revenue trend
MRR One-timeLive activity
- New lead — Sample Co.
- Invoice paid · $2,450
- 5★ review collected
- Booking confirmed
Recent leads
View all →- NEWSample Co.Form · today
- CALLAcme Inc.Voicemail · 2h
- REFBluesky LLCReferral · 5h
- QUALNova GroupAuto-qualified
Today's tasks
View all →- Follow up · Sample Co. By 3pm
- Send proposal · Acme By 5pm
- Onboard · Bluesky In progress
- Review · Nova invoice Done
Recent reviews
All →- ★★★★★Customer reviewReplied · 1h
- ★★★★★Customer reviewReplied · 28m
- ★★★★☆Customer reviewPending
- ★★★★★Customer reviewReplied · 4h
Sales pipeline
Weighted forecastWhy we built it
Running a small consultancy means a CRM, a way to send proposals, contracts that need signing, invoices, and some system for finding new work. Off the shelf that is eight logins, eight subscriptions, and eight places where the same client's information lives in slightly different shapes.
We wanted one place. We also wanted to find out, on our own time and our own money, what it takes to build a business platform properly: the boring parts like audit trails and payment handling as much as the visible ones.
What it does
CRM and contacts
Every business we talk to, every conversation, in one record. Intake forms on the marketing site land here directly.
Proposals
Branded proposals with a share link and an access code. We can see when they were opened.
Agreements and e-sign
Single-client service agreements and multi-party legal documents. Each signer signs their own line with a drawn signature, timestamp, IP, and device; the document is fingerprinted at first signature so any later edit is flagged.
Quoting and invoicing
A quote builder that turns scope into line items, and Stripe-backed invoices with card, ACH, and wire handled differently.
Lead and outreach tooling
Prospect research, drafting, and sending with daily caps, so first contact is consistent without being manual.
Content pipeline
Keyword research from Search Console data, drafting, an automated review pass, and publishing to this site through GitHub.
How it is built
Next.js with TypeScript, a libSQL database through Drizzle, Clerk for authentication, Stripe for money, Resend for transactional email, deployed on Vercel. Multi-tenant from the start so more than one business can live in it with full isolation.
Next.js · TypeScript · Turso (libSQL) · Drizzle · Clerk · Stripe · Resend · Vercel
What it taught us
Start with the one thing that hurts most and put it into daily use before building the next thing. The first version of Peak was a contact list and an intake form. Everything else came after it was already being used.
The unglamorous parts are where the trust is. A signature with a timestamp, an IP, and a tamper check is worth more than any dashboard. That is the standard we hold client work to.
And own it. The reason we can change anything in Peak the same afternoon is that nothing about it belongs to a vendor. That is what we hand clients at the end of every project.
Want something like this for your business?
Tell us how the business runs today. We will come back with questions, then a written scope.