Peeklogic, LLC

BACKGROUND

Introduce your business and what you do there.

We’re an automotive services company comprised of 10 people, providing different services to dealers, retailers, and enthusiasts who purchase vehicles from auctions and need them to be worked on.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We were testing out Salesforce for back-office and operations, and it seemed like a good tool for us. We were doing a lot manually, and that’s where the automation came in. Salesforce was really modifiable, and we could build any kind of business process into it. 

So, we got involved with Sergii (CEO, Peeklogic) to help build the correct business processes within Salesforce. 

SOLUTION

What was the scope of their involvement?

We’ve been able to build new Salesforce components and connect them. It’s an ongoing, unfinished process, and we’re with Peeklogic all the way. 
In the beginning, I described the business processes we needed to Peeklogic (e.g. what kind of data we needed to be extracted from our vendors), and they came up with ideas. They suggested types of buttons, how we could automate certain functions, and what security features to have. I would approve the work, and then we’d go forward.

It wasn’t an official process where I’d present my requirements. I have a general idea about the topic, but I’m not a developer myself. Peeklogic allowed me to explain what I needed in my own words. 

This is the reverse of what many providers are willing to do (e.g. other vendors want to see a request and send a proposal). Peeklogic shows me what they can do, I’ll approve, and they’ll move forward. They’ll finish a task and I’ll request something else. It’s been like this for the past three years.

What is the team composition?

I’ve been dealing with two people from their team, the owner and one of the managers. Those two would ask me specific questions and present their work. I believe they have other members working under them.

How did you come to work with Peeklogic, LLC?

I was a referral, followed by an in-person meeting with the owner. That helped a lot, since it’s hard to explain requirements through proposals and emails. I met them in person and explained who we worked, and he agreed.

It was actually in reverse, which a lot of providers didn’t want to do. They wanted to see my request, then they’d provide a proposal. This is why it took me a lot of time to find someone who was willing to work on my terms.

How much have you invested with them?

We’re getting close to $30,000. They bill us on a feature-by-feature basis.

What is the status of this engagement?

The initial contact was made in January of 2016, and we started working together in mid-February of that year. The partnership is ongoing, and we complete tasks on a feature-by-feature basis. There’s always something new, so it’ll never end.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’ve increased our volume of purchases. Peeklogic’s support has moved our workflow away from paper and spreadsheets, and it has stopped us from forgetting to add data.

Previously, I would need to spend an hour processing the inventory and paperwork for each vehicle. Now, it takes minutes.

For example, they created a back-office inventory system to manage the vehicle purchases we perform on behalf of clients. Each time we make a purchase, data is transferred at the click of a button from the vendor’s website to our Salesforce. (Prior to that, it was a copy-paste process, taking us 3–4 minutes to enter in one inventory item.)

Also, after purchases, there would be 15 pages to fill in manually. We’d write those up in Word or Excel, print them out, and present them to the client to sign. It used to take days to get the client into the office to sign the paperwork.

Now, none of that exists. PDFs that get sent automatically to the client through email, and they sign it with an application called HelloSign, which is integrated with Salesforce. It’s semi-instant. 

How did Peeklogic, LLC perform from a project management standpoint?

They’re more on top of it than me. They’ll keep asking me for info. Then, when I have the time, I’ll punch in 20 different tasks, and they’ll have questions about each one. I like them because they’re on top of me, and they get in touch about tasks weekly. I can ask them a quick question on Skype, and they respond in minutes, if not seconds.

What did you find most impressive about them?

I’m impressed by their non-traditional way of doing things. I requested multiple proposals, and every provider wanted all of the requirements at once. 
I just didn’t have those. I come up with new things daily, and Peeklogic was the only company that agreed to work that way. 

Are there any areas they could improve?

Since I’m not a developer, there’s nothing I would suggest. If I could have them in my office, that would be an improvement. Working remotely is a challenge, but it’s not any deficiency of theirs.

Do you have any advice for future clients of theirs?

I’d recommend laying out all the requirements without exaggerating. If Peeklogic sees everything the client needs, especially if they have visuals or personal contact, the process will go smoother.

BACKGROUND

Please describe your company and your position there.

Surprise HR provides a comprehensive employee engagement and recognition platform leveraging behavioral economics research out of Stanford University to redefine how organizations approach employee relations. I oversee Surprise HR's Business Operations.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Peeklogic, LLC?

When our in-house Salesforce Developer left the organization we struggled to staff a local resource to manage our Sales Cloud customization. We reached out to many developers and development firms, but most were unwilling to work on a maintenance and overhaul project. Peeklogic was able and willing to jump in and help out.

What were your goals for this project?

We needed to update our Salesforce implementation in a very short period of time (less than a month) to adapt to our new Sales Processes (moving from a semi-structured sales process to a multi-tiered, highly structured sales process). As with any reorg/restructure there are unforeseen hiccups – Peeklogic was able to adapt with us and work at our blistering pace.

SOLUTION

How did you select this vendor?

Researched online contract platforms (e.g. Upwork) to find interested parties (20% success rate). Sent code test to assess abilities (25% pass rate). Put each qualified candidate/team through 2 week trial period of reduced hours (50% success rate). We are currently working with three vendors, each servicing a different wing of the organization: Marketing, Sales, Service – Peeklogic handles Sales, by far the more difficult to manage due to the quality of the code written before them.

Describe the project and the services they provided in detail.

Review existing apex classes, visualforce pages, workflows, and configurations. Offer suggestions for improving existing implementation. Review change requests for technical viability and implement them. Handle v1.1, v1.2, v2, v3 changes to requests in timely manner (often same-day). At a high level, we updated our sales process, nomenclature, kpis, and cadence. Peeklogic was responsible for coding the necessary updates to support these changes.

What was the team composition?

Team consisted of business stakeholder (Director of Sales), myself (as Technical Architect), QA Specialist (for testing functionality; though this role didn't come in until half-way through the process), and 2-3 Peeklogic resources.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

All Sales Reporting drives from the changes implemented by Peeklogic, from 1-1 meetings with Sales Reps all the way up to C-suite roundtables.

How was project management arranged and how effective was it?

Project was spec'd in a semi-agile method w/ small deliverables scoped in Trello cards. Communication took place on Trello cards for easier relation to ongoing efforts. Trello board was broken into Backlog > Spec'd > On Deck > Active > Ready for Test > Business Review > Complete with Peeklogic responsible for moving cards from On Deck to Active to Ready for Test to Business Review as required.

What did you find most impressive about this company?

Flexibility and willingness to get into it. Original contract was only for 20 hours per week - however certain weeks of the project required 40-60 hours of development time. They juggled their resources to accommodate our requirements.

Are there any areas for improvement?

Most areas of improvement are mutual. For example, we only recently moved to an enterprise development process (before relying on changesets). This caused some issue with code review and deployment cadence but was shared fault. However, where they could most improve is surfacing best practices and being more diligent in communicating necessary updates to stakeholders. There were a number of shortcomings in the code, from the prior developer, that Peeklogic would have been better off alerting us to upfront instead of commenting that "It works and we can work with it." As an analogy, our codebase was very much a dump truck when we needed a commuter vehicle. Peeklogic could have done better in the beginning of mentioning these observations.

UPDATED REVIEW

This review was updated by the client on March 25, 2020. The original star ratings were: Overall - 4.5, Quality - 4, Schedule - 5, Cost - 5, NPS - 5. New content is below:

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We reengaged them to work on additional updates on our Salesforce implementation.

SOLUTION

What was the scope of their involvement?

A large piece of these updates included migrating data from several fields to others (as we removed extraneous customizations) across millions of records. These updates were multi-stage deployments and updates (add new fields, copy data, change references, deploy updates, re-sync data, remove old fields).

RESULTS & FEEDBACK

Describe the impact this engagement has had on your business.

These updates are not easy to do, let alone do on a “live” installation without downtime. Peeklogic’s engineers were able to make these changes without any active users even noticing.

BACKGROUND

Please describe your company and your position there.

We provide Process Engineering and Development to clients across various industries. Our core technical services relate to CRM and mobile application development.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Peeklogic, LLC?

We hired Peeklogic for a custom SF application development to link that platform with Google Drive. As our internal developers were engaged full time on client work, and wanting a cohesive team to handle the build, I reached out to Peeklogic. This has been a long-term project, with additional maintenance/enhancements as required.

What were your goals for this project?

A stand-alone application that could be used to link individual records in SF with a corresponding folder in Google Drive. This reduces the amount of storage used in SF and provides a backup/audit trail of all file movement.

SOLUTION

How did you select this vendor?

Having worked with Sergii (Peeklogic's founder and CEO) on previous projects, I trusted his ability to understand the requirements and deliver on them. We discussed the project at length, and we made a plan for how we were going to approach the build, how long it would likely take, etc.

Describe the project and the services they provided in detail.

The project is an application that connects Salesforce and Google Drive. As such, it required extensive Apex (SF) and Google Application development. Sergii and his team assisted with the initial architecture/design, and then completed the entirety of the actual build. We provided testing and feedback, and they made fixes/enhancements based on that.

What was the team composition?

Beyond the initial architectural phase (involving myself and my CTO), the team consisted of Sergii and two of his developers. Sergii acted as PM/Scrummaster, and the two developers shared responsibility for the majority of the actual coding.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

This is our first application on the AppExchange (SF's app store). It has proven our ability to plan and build large-scale custom applications intended for general use (instead of just specific clients).

How was project management arranged and how effective was it?

It was a small team. I acted as primary stakeholder/sponsor, Sergii was the PM, and the two developers reported directly to him. Overall it was very effective.

What did you find most impressive about this company?

A number of things. They're extremely competent and quick to understand any needs/requests sent their way. They're proactive in soliciting feedback and quick to turn around any required changes. They're a pleasure to work with.

Are there any areas for improvement?

Honestly, no. I could struggle to come up with something, but it would be a platitude. I plan to continue working with them on enhancements to this App as well as future projects.

BACKGROUND

Introduce your business and what you do there.

I’m the president of Zoybit, a Salesforce IT consulting company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We needed support for our Amazon Connect integration.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC helped us upgrade our Amazon Connect contact center integrated with Salesforce. The team handled the setup and customization of the integration.

What is the team composition?

We worked with 2–5 teammates from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

Someone referred Peeklogic, LLC to me. I chose them over other Salesforce IT consulting options because they had high ratings, their pricing fit our budget, and they offered good value for the cost.

What is the status of this engagement?

We worked together from May to September 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We upgraded our Amazon Connect integration without any issues. Peeklogic, LLC successfully deployed the latest version of the Amazon Connect solution, making our agents more productive.

How did Peeklogic, LLC perform from a project management standpoint?

Peeklogic, LLC’s project management was good; they delivered on time. We communicated via virtual meetings.

What did you find most impressive about them?

Peeklogic, LLC’s great collaboration was impressive.

Are there any areas they could improve?

There wasn’t anything they could have improved.

BACKGROUND

Introduce your business and what you do there.

I’m the sales manager of Cast Capital Funding, a company that provides commercial lending solutions, offering financing options tailored to small and medium-sized businesses.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We hired Peeklogic, LLC to help improve how our financial services team used Salesforce every day. Our main goals were to make lead management easier, improve customer communication, organize follow-ups better, and reduce the amount of manual work for the sales team.Additionally, we wanted Salesforce to give our team a clearer view of client activity, messages, and important updates so that reps could respond faster and work more efficiently.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC has helped us improve our Salesforce system for daily sales and client management. The scope of work includes making it easier for our team to manage leads, track customer communication, organize follow-ups, and keep important client information in one place.The main deliverables include improved Salesforce workflows, better lead and opportunity management, clearer activity tracking, support for customer messages, automation to reduce manual work, and ongoing fixes or adjustments when our team needs changes.Peeklogic, LLC has delivered several useful improvements inside Salesforce. The work has mostly focused on automation and custom Salesforce tools rather than just basic setup.They’ve helped automate parts of our lead management process, improve how leads move into opportunities and accounts, and make it easier for our sales team to track customer activity and follow-ups. They’ve also helped improve our SMS communication workflow inside Salesforce so that reps can better see new messages, unread conversations, and client updates in one place.Moreover, they’ve built custom Salesforce screens and components to make daily work easier for the team, and they’ve supported integrations related to customer messaging. Overall, the features they’ve delivered have helped reduce manual work, improve visibility, and make Salesforce more useful for our day-to-day sales process.

What is the team composition?

We work with one teammate from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

We found them through an online search. We chose them over other options because they had high ratings, their pricing fit our budget, and they offered good value for the cost.

What is the status of this engagement?

We started working with them in April 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The main result of Peeklogic, LLC’s work is that our Salesforce workflow has become more organized and easier for the sales team to use. They’ve helped reduce manual work, improve visibility into leads and client messages, and make follow-ups faster and more reliable.Although we haven’t tracked every result with exact numbers, the improvement is clear in our daily work: fewer missed updates, faster responses, and a smoother sales process.A good example is the SMS and lead management workflow. Instead of searching through multiple records or relying on manual checks, our team has a clearer view of customer communication inside Salesforce, which has improved response times and made the sales process smoother.Moreover, once voice notifications were added for reps, our response time improved significantly because the team could hear new lead and message alerts right away and follow up almost immediately.

How did Peeklogic, LLC perform from a project management standpoint?

Peeklogic, LLC has managed the project well and communicated clearly throughout the process. They’re responsive, organized, and deliver the work on time. We mainly communicate through in-person meetings.

What did you find most impressive about them?

What we’re most impressed with is how quickly Peeklogic, LLC has understood our business needs and turned them into practical Salesforce improvements. They’re responsive, easy to work with, and focused on making the system better for our daily team workflow.

Are there any areas they could improve?

There’s nothing major they could do differently. The only small improvement would be to provide a bit more documentation after bigger changes. Overall, they’re responsive, professional, and easy to work with.

BACKGROUND

Introduce your business and what you do there.

I’m a manager at Legacy Financial Now, a company that provides personalized debt consolidation services for individuals and businesses. We offer tailored plans and compassionate support to help clients achieve financial freedom.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We needed help with a full Salesforce CRM build.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC has developed our CRM, lead funnel, and lead management system. The team has set up custom dashboards, automated workflows, integrated with other tools, set up user accounts, customized fields, and built reports.

What is the team composition?

We’ve worked with 6–10 teammates from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

We found Peeklogic, LLC through a referral. Their pricing fit our budget, and we spoke with other clients who used them and spoke highly of them.

What is the status of this engagement?

We started working with Peeklogic, LLC in January 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Peeklogic, LLC's work has improved our lead conversion rates, response times, and efficiency.

How did Peeklogic, LLC perform from a project management standpoint?

Peeklogic, LLC delivers on time. We communicate via virtual meetings.

What did you find most impressive about them?

Peeklogic, LLC's consistency is impressive.

Are there any areas they could improve?

I don't think there's anything Peeklogic, LLC can improve on.

UPDATED REVIEW

This review was published on May 26, 2026.
Executive, Legacy Financial

Financial services

Garden City, New York

11-50

Mar 2026 - May 2026

Verified

Project summary
Peeklogic, LLC provided Salesforce customization and integration services for a financial services company. The team integrated the platform with the backend partners' CRMs.

Feedback summary
Thanks to Peeklogic, LLC's efforts, the client was able to streamline several inputs and outputs within a crunched timeline. The team was prompt, communicative, and attentive to detail. They also came in under budget and beat timelines. Overall, the engagement was a success.

BACKGROUND

Please describe your company and position.

I am an executive at Legacy Financial

Describe what your company does in a single sentence.

Financial Services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Customized Salesforce build out

SOLUTION

How did you find Peeklogic, LLC?

Referral

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Customized Salesforce build, with integrations into backend partners' CRMs

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Streamlined several inputs and outputs in a crunched timeline

Describe their project management. Did they deliver items on time? How did they respond to your needs?

PeekLogic's team was prompt and overcommunicated throughout the entire process. Came in under budget and beat timelines. 

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Communication and attention to detail. 

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

They were great

STAR RATINGS

Overall rating: 5.0

Quality: 5.0

Cost: 5.0

Schedule: 5.0

Willing to refer: 5.0

BACKGROUND

Please describe your company and position.

I am the CTO of a B2B fintech company.

Describe what your company does in a single sentence.

We are a b2b fintech company that helps businesses across the US. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Full integrate our workflow infrastructure inside of salesforce.

SOLUTION

How did you find Peeklogic, LLC?

• Online Search
• Referral

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Company values aligned

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Successfully integrated fragmented client management workflows into a centralized Salesforce platform, creating a streamlined and scalable operational ecosystem. Designed and implemented robust database schemas while applying architecture best practices to ensure long-term scalability, reliability, and performance. Developed custom UI components and automation tools that optimized internal processes, improved efficiency, and enhanced the overall user experience across teams.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Increased our efficiency by 100% in comparision that there were certain automation work flows that we have now that didn't exist prior. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Everything was fast , efficient, and arrived sooner than expected at times. 

What was your primary form of communication with Peeklogic, LLC?

Virtual Meeting

What did you find most impressive or unique about this company?

Their dedication to putting in long after-hour shifts was remarkable.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

No 

BACKGROUND

Introduce your business and what you do there.

I’m the administration manager at Morrison Financial Services. We’re a boutique private lender offering specialized loans and mortgage-based financing to businesses, individuals, and condominium corporations, focusing on markets underserved by traditional lenders.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We needed help building an integration between an external database and Salesforce.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC has built an integration between an external database and Salesforce. The integration includes automation.

What is the team composition?

We’ve worked with an unknown number of teammates from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

We found Peeklogic, LLC through a referral. We chose them because they offered good value for the cost.

How much have you invested with them?

We’ve spent less than $10,000.

What is the status of this engagement?

We started working with Peeklogic, LLC in January 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Peeklogic, LLC has successfully built an integration between an external database and Salesforce. The integration has saved our entire organization two hours per week.

How did Peeklogic, LLC perform from a project management standpoint?

Peeklogic, LLC’s project management has been straightforward and professional. We communicate via email and messaging apps.

What did you find most impressive about them?

Peeklogic, LLC’s team is responsive.

Are there any areas they could improve?

No, there aren’t any areas for improvement.

BACKGROUND

Please describe your company and position.

 I am the Creative Marketing Designer of an other industries company 

Describe what your company does in a single sentence.

Every pipeline review in the world has this moment. Someone asks: "What's the story on this deal?" The room goes quiet. Someone opens a spreadsheet. Someone else checks their email. Twenty minutes later, you have a partial answer and three more questions. We built a product named after that moment - because solving it completely is our whole job.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Website Development
• Web Dev Maintenance

SOLUTION

How did you find Peeklogic, LLC?

• Referral
• Other

Why did you select Peeklogic, LLC over others?

• Referred to me
• Company values aligned

How many teammates from Peeklogic, LLC were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

We had a great experience working with this company. They did the job really well and delivered high-quality results. The developer was professional, responsive, and highly skilled with Webflow. They helped us successfully rebrand our company and brought our vision to life. Communication was smooth throughout the project, and everything was completed on time. We are very satisfied with the outcome and would gladly recommend them to others.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Supported our development efforts resulting in significant improvements to the site health and notable reduction in project turnaround time from start to finish

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Consistently communicated with the team and was available to answer any critical questions and provided ways to tackle project requirements

What was your primary form of communication with Peeklogic, LLC?

Virtual Meeting

What did you find most impressive or unique about this company?

They demonstrated genuine investment in the success of the project. Not just completing deliverables, but caring about the actual outcomes. That level of commitment is rare among agencies and vendors

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

Not from what I can think of

BACKGROUND

Introduce your business and what you do there.

I’m an administrative assistant at Seawin Global. We manufacture, and supply customizable, high-quality bathroom solutions, including shower doors, vanities, and cabinetry, for hospitality, multifamily, and luxury projects. We offer comprehensive support from design to installation.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We needed help enhancing and customizing our CRM system to streamline sales and project workflows and improve operational efficiency.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC customized and implemented our Salesforce CRM to align with our sales and project workflows. Key deliverables included configured pipelines, automated processes, and reporting dashboards.

What is the team composition?

We worked with two teammates from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

We found them through a referral. We chose them over other options because they had high ratings, and their company values aligned with ours.

What is the status of this engagement?

We worked together from January–February 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Peeklogic, LLC’s work resulted in improved operational efficiency, enhanced visibility into our sales pipeline, and reduced manual processes through automation within Salesforce.

How did Peeklogic, LLC perform from a project management standpoint?

Peeklogic, LLC demonstrated strong project management throughout the engagement. They maintained clear communication and delivered all key milestones on time. We communicated via email and a messaging app.

What did you find most impressive about them?

Their responsiveness and ability to quickly adapt Salesforce to our operational requirements were particularly impressive, along with their clear communication throughout the project.

Are there any areas they could improve?

No, everything was perfect.