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
Calendar guest management with phone numbers and time zones
In this episode of The Pinnacle Perspective, we cover a calendar booking update that helps when the person booking adds someone else to the appointment, like a spouse, property manager, or coworker. Before, guest details were limited, and one wron...
Count available days only for accurate booking windows
In this episode of The Pinnacle Perspective, we cover a calendar update for the owner who needs booking rules to match the days the team is actually open. Pinnacle Ai now lets clients book, view, and manage appointments from the Client Portal, and...
Require Credit Card setting for $0 Form and Survey orders
In this episode of The Pinnacle Perspective, we cover a checkout snag that can cost you orders: a customer gets a $0 total, then the form still asks for a credit card. That feels wrong to them, whether they’re claiming a free offer, using a discou...
Client Portal booking, viewing, rescheduling, and cancellations
In this episode of The Pinnacle Perspective, we cover appointment booking and management inside the Client Portal. If a customer texts at 8:40pm asking when their appointment is, or calls the front desk to move a time by 30 minutes, your team lose...
Calendar AI builds calendars from your availability
In this episode of The Pinnacle Perspective, we cover Calendar AI in Pinnacle Ai, built for the owner who needs a booking link but doesn’t want to spend the evening sorting through calendar settings. If a customer is trying to book while you’re st...