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
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...
Reply To Bluesky Comments From The Social Planner
In this episode of The Pinnacle Perspective... we highlight a time-saving update: Pinnacle AI CRM now allows direct replies to Bluesky comments from the Social Planner. From the Comments area you can open a post, hit Reply under any comment and re...
Connect Housecall Pro to Workflow Automation
In this episode of The Pinnacle Perspective... we cover the new Housecall Pro connection inside Pinnacle AI CRM Workflows. Home service businesses can now connect Housecall Pro using an API key and trigger automations around key job events such as...