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
Import Lessons Or Entire Courses In Builder
In this episode of The Pinnacle Perspective we highlight a time-saving update in the Builder: you can now import content from one course directly into another inside Pinnacle AI CRM. Select an existing course, choose Add Content, and pull in indiv...
Add Knowledge Base Triggers To Control Conversation AI Retrieval
In this episode of The Pinnacle Perspective... we highlight a Conversation AI enhancement in Pinnacle AI CRM: Knowledge Base usage instructions, or triggers. This update lets you explicitly tell an AI agent when to pull content from a specific Kno...
Enhanced Nested Folders For Campaigns And Templates
In this episode of The Pinnacle Perspective... we highlight expanded folder and nesting support for Campaigns and Templates inside Pinnacle AI CRM. The update lets marketing teams and agencies create hierarchical folder structures, including more ...
Built-In Live Room For Community Events
In this episode of The Pinnacle Perspective we introduce Live Room, a new built-in location option for Community Events inside Pinnacle AI CRM that lets you host gatherings without sending members to external platforms. The update streamlines even...
Live Sessions in Courses: Scheduling, Recording, And Recurring Events
In this episode of The Pinnacle Perspective we introduce Live Sessions in Courses, a new Pinnacle AI CRM feature that centralizes planning, hosting, scheduling and recordings for live learning within your course content. Create one-off or recurrin...