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
New User Replied Goal for Smarter Workflow Handoffs
In this episode of The Pinnacle Perspective... we introduce the new “User Replied” goal type inside Pinnacle AI CRM. This update helps workflows respond when a team member steps into a conversation, allowing contacts to move directly to a Goal ste...
User Replied Wait Step for Workflow Automation
In this episode of The Pinnacle Perspective, we cover a new Wait step update in Pinnacle AI CRM that allows workflows to continue when a user replies to a contact. Instead of triggering automation only from customer activity, businesses can now bu...
Organize Course Libraries With Course Tags
In this episode of The Pinnacle Perspective, we explore the new course tags feature inside Pinnacle AI CRM. This update helps businesses, marketers, and agencies better organize learning products by labeling courses by language, difficulty, and to...
SMS Notifications for Rental Booking Events
In this episode of The Pinnacle Perspective, we cover the new SMS notifications now available for Rental booking events in Pinnacle AI CRM. Businesses, marketers, and agencies can now automate text updates for booking reminders, unconfirmed appoin...