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
Automate Workflows With AI Studio Form Submissions
In this episode of The Pinnacle Perspective, we cover the new AI Studio Form Submitted trigger inside Pinnacle AI CRM. This update allows AI Studio form submissions to launch automated workflows, helping teams respond faster when new leads come in...
Reply to Threads Comments in Social Planner
In this episode of The Pinnacle Perspective, we highlight a new Social Planner update that lets teams respond to Threads comments directly inside Pinnacle AI CRM. Instead of switching between platforms, marketers and agencies can view conversation...
Save Progress For Forms, Surveys, And Quizzes
In this episode of The Pinnacle Perspective... we introduce the new Save Progress feature in Pinnacle AI CRM, designed to make longer forms, surveys, and quizzes easier to complete. When enabled, this update allows respondents to leave a multi-ste...
Flexible Deposit And Full Payments For Service Bookings
In this episode of The Pinnacle Perspective, we explore a new payment management upgrade for service bookings inside Pinnacle AI CRM. Businesses can now let customers choose between paying a deposit or paying the full amount upfront when booking o...
Custom Credential Expiration for Certificates
In this episode of The Pinnacle Perspective, we explore the new custom credential expiration update inside Pinnacle AI CRM. This enhancement gives businesses, agencies, educators, and membership-based organizations more control over how long certi...