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
Social Planner Statistics: Custom Date Range And Comparison
In this episode of The Pinnacle Perspective... we introduce an upgrade to Social Planner Statistics in Pinnacle AI CRM that replaces the fixed seven-day view with a flexible custom date range and a comparative view selector. Select any start and e...
Contact Page Redesign: Dedicated Opportunities Tab
In this episode of The Pinnacle Perspective we walk through a redesigned Contact Page in Pinnacle AI CRM that surfaces Opportunities as their own tab on the right-hand panel, positioned under Associations for better visibility and faster access. O...
Appointment Workflow Enrollment For Guests And Primary Contacts
In this episode of The Pinnacle Perspective... we cover a new workflow enrollment option in Pinnacle AI CRM that extends appointment triggers to multiple participants. The Customer Booked Appointment and Appointment Status triggers now let you enr...
Card Details Element: Secure Payments During Document Signing
In this episode of The Pinnacle Perspective we introduce the new Card Details element inside Documents & Contracts, a secure way to collect card information during document signing within Pinnacle AI CRM. By embedding a required or optional card f...
Reply to TikTok Comments Inside Pinnacle AI CRM
In this episode of The Pinnacle Perspective... we introduce the new ability to reply to TikTok comments directly from the Marketing > Social Planner Comments view in Pinnacle AI CRM. This workflow lets businesses, marketers, and agencies respond t...