Trust & Security

Built to be trusted with your operation.

Letting an outside partner run part of your business is a big deal. Here's exactly how we handle your data, your access, and your peace of mind — in plain language.

01Your data

You own it. We operate it under license.

PeakReach runs a managed system on top of accounts and data that stay yours. We don't hold your business hostage — and you're never locked in.

  • ✓Your data & accounts stay yours. Business data and client-controlled accounts remain under your ownership.
  • ✓Operated under license. We run and maintain the system; you keep the keys.
  • ✓No lock-in. A Standard Exit and an optional Self-Managed Conversion are defined in your agreement.
  • ✓Clear terms. 12-month initial term, then month-to-month with 30 days' written notice.

Least-privilege access

We request access only to the systems required to operate your mechanism — nothing more.

Documented & auditable

Configuration, rules, and reporting are documented under PeakReach Standard™, so nothing lives only in someone's head.

Safe shutdown

If an engagement pauses, your data, logs, configuration, and opt-out controls are preserved.

02How we operate

A managed service, not a hand-off

We don't install and disappear. The system is monitored, corrected, and reported on — continuously.

Monitoring

We watch for failures and exceptions and correct them — often before you'd notice.

Exception handling

Anything that needs human judgment is flagged and routed to the right person.

Weekly reporting

A clear weekly report of verified activity and what needs a decision — no digging required.

What you receive

Your weekly report, in plain language

Every week you get a short, honest summary: what ran, what came back, and the few things that need you. No vanity metrics.

PeakReachWeekly ReportSample · Week of —

Follow-up ran on schedule this week. Here's the summary and the items that need a human decision.

42
Estimates followed up
9
Replies detected
3
Exceptions flagged
Needs your decision (3)
Reply received — assign a callback
Estimate #1028 · customer asked about scheduling
Aging 7+ days — no response
Estimate #1009 · consider a final touch
Opt-out received — follow-up stopped
Estimate #1002 · handled automatically
Illustrative sample · your report reflects verified activityDelivered weekly
03Compliance

Messaging done by the book

Customer texting is powerful — and regulated. We build follow-up to meet carrier and privacy requirements from day one.

A2P / 10DLC consent

Opt-in is captured with clear consent language; STOP and HELP are handled automatically.

Automatic stop rules

Follow-up stops or routes correctly the moment a customer replies, opts out, or status changes.

Privacy-safe

Mobile opt-in data and consent are never shared with third parties for marketing.

See our Privacy Policy and Terms for the full detail.

Systems you can hand off with confidence.

Start with a Revenue Leak Audit — see the mechanism, the reporting, and the accountability before you commit.

Find my revenue leaks →