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
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...
Customize Community tabs: rename, reorder, and remove sections
In this episode of The Pinnacle Perspective, we cover a Community update that helps your team make navigation match the way your people actually talk. If the default tab names don’t fit your classes, updates, resources, or member areas, the page c...
Custom value chips flag stale values in workflow messages
In this episode of The Pinnacle Perspective, we look at a small workflow editing update that can save your team from sending the wrong message. When you’re cleaning up a text at the front counter before closing, it’s easy to miss an old customer n...