The Pinnacle Perspective: Pinnacle AI CRM Updates
The Pinnacle Perspective is the podcast where we break down the latest features, improvements, and innovations inside Pinnacle AI CRM.
Each episode delivers quick, practical insights into new tools and updates designed to help marketers, agencies, and businesses streamline their workflows, manage leads more effectively, and grow faster using powerful CRM technology.
From automation improvements and pipeline management to website features, reporting tools, and team collaboration updates, we explain what’s new in Pinnacle AI CRM, how it works, and how you can use it to improve your marketing, sales, and operations.
If you want to stay up to date with the latest platform updates and learn how to get the most out of your CRM, The Pinnacle Perspective gives you the insights you need in short, easy-to-follow episodes.
Learn more about Pinnacle AI CRM at https://getpinnacle.ai
The Pinnacle Perspective: Pinnacle AI CRM Updates
Latest Episodes
Events in Memberships for tickets, check-ins, and follow-up
In this episode of The Pinnacle Perspective, we look at the new Events section inside Memberships in Pinnacle Ai. If you’ve ever had names in a notebook, payments in another tab, and reminder texts waiting until the front counter slows down, this ...
Multiple meeting durations on one calendar link
In this episode of The Pinnacle Perspective, we cover a calendar update for the owner who has too many booking links for the same kind of meeting. Pinnacle Ai now lets you add up to 3 duration options to one Personal, Round Robin, Collective, or E...
Issue Badge action rewards course progress in workflows
In this episode of The Pinnacle Perspective, we cover the new Issue Badge action in Pinnacle Ai Workflows. If you run courses, you’ve probably seen it happen: someone signs up, gets started, makes progress, then goes quiet before finishing. This u...
Badges Issued trigger for learner follow-up in Pinnacle Ai
In this episode of The Pinnacle Perspective, we cover the new Badges Issued trigger in Pinnacle Ai. When someone earns a badge, certification, or training milestone, the work usually isn’t finished. They may need a follow-up email, a review module...
Communities in one portal with content moderation
In this episode of The Pinnacle Perspective, we cover the rebuilt Communities experience inside the Unified Client Portal and GoKollab. If your course is in one place, the discussion is in another, and your team is trying to clean up a bad post fr...