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
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...
AI Agent action adds model choices and reasoning effort
In this episode of The Pinnacle Perspective, we cover an update to the AI Agent action in Pinnacle Ai workflows. When a customer sends a half-complete request, changes the details, or texts while your team is tied up at the front counter near clos...
Course announcements for updates learners can find
In this episode of The Pinnacle Perspective, we cover Course Announcements in Pinnacle Ai, built for the moment when you send a course update and later hear, “I never saw it.” Instead of relying only on email, your team can post launches, reminder...
Embedded video previews and event RSVP cards in Communities
In this episode of The Pinnacle Perspective, we cover a Communities update for owners who use a group to keep customers, members, or clients in the loop. When a video, class, or event gets mentioned, people often have to leave the discussion to wa...