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
Notify Opportunity Owners and Followers in Workflows
In this episode of The Pinnacle Perspective, we explore an update to Internal Notification workflow actions in Pinnacle AI CRM that gives teams more control over who gets notified when opportunity-related activity occurs. Businesses can now notify...
Automate Conversation SLA Events With New Workflow Triggers
In this episode of The Pinnacle Perspective, we explore the new Conversation SLA workflow trigger inside Pinnacle AI CRM. This update helps teams automate actions when a customer conversation is due soon, becomes overdue, or has its SLA manually d...
SMS Dashboard Widgets for Message Performance Reporting
In this episode of The Pinnacle Perspective... we explore the new SMS dashboard widgets now available inside Pinnacle AI CRM. SMS activity can now be monitored alongside Emails and Calls, giving businesses, marketers, and agencies a clearer view o...
Redesigned Wait Action: Intent-Based Cards & AI Setup
In this episode of The Pinnacle Perspective... we highlight the redesigned Wait action in Pinnacle AI CRM, an intent-based interface that replaces nested dropdowns with descriptive, grouped cards, adds recurring schedule support, and introduces an...
Linear Integration Into Workflow Builder With Two-Way Linking
In this episode of The Pinnacle Perspective... we introduce a native Linear integration inside the Pinnacle AI CRM Workflow Builder. The update lets teams trigger automations from engineering events and create two‑way links between Linear issues a...