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
Gift Card Redemption for Business-Collected Payments
In this episode of The Pinnacle Perspective... we cover the expanded Gift Card redemption capabilities inside Pinnacle AI CRM. Businesses can now apply a customer’s Gift Card balance when collecting payments directly, not just through customer-fac...
Client Portal File-Share Notifications
In this episode of The Pinnacle Perspective, we cover the new file-share notifications now available in the Client Portal inside Pinnacle AI CRM. When an admin shares a file with a contact, the client automatically receives a notification that a n...
Set Default Senders for Review Requests
In this episode of The Pinnacle Perspective, we explore a new Pinnacle AI CRM update that gives businesses more control over how review requests are sent. Users can now set a default phone number or email address for review requests at the locatio...
Button Hover Animations in Funnels and Websites
In this episode of The Pinnacle Perspective... we explore the new button hover animations now available in the Funnel and Website builder inside Pinnacle AI CRM. This update gives users 21 built-in hover effects that can be applied and customized ...
Email Actions for Company and Custom Object Workflows
In this episode of The Pinnacle Perspective, we cover the expanded Email Actions now available in Company and Custom Object workflows inside Pinnacle AI CRM. Previously limited to contact-based workflows, this update allows businesses to send auto...