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
QR codes in Apple Wallet and Google Wallet for quick access
In this episode of The Pinnacle Perspective, we cover a small update that helps when a customer is standing in front of you and the right QR code is buried in your camera roll. Pinnacle Ai QR codes can now be saved directly to Apple Wallet or Goog...
Organize Tags With Categories and Custom Colors
In this episode of The Pinnacle Perspective, we explore the new tag categories and customizable tag colors in Pinnacle AI CRM. This update makes it easier to organize and identify tags across contacts, opportunities, campaigns, and other workflows...
Generate Appointment Reschedule Links Easily
In this episode of The Pinnacle Perspective, we cover a new appointment rescheduling improvement inside Pinnacle AI CRM. Users can now generate a reschedule link directly from appointment-related areas such as Contacts, Conversations, Appointments...
Add Ecommerce Stores Directly to Funnels
In this episode of The Pinnacle Perspective, we explore the new ecommerce store experience now available inside funnels in Pinnacle AI CRM. This update allows businesses, marketers, and agencies to add product browsing, cart functionality, checkou...
Automate Group Approvals With Join Request Triggers
In this episode of The Pinnacle Perspective, we explore the new “Requested to Join Group” workflow trigger inside Pinnacle AI CRM. This update allows businesses, marketers, and agencies to automate actions based on the answers people submit when r...