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
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...
Trigger Workflows When Team Members Reply
In this episode of The Pinnacle Perspective... we explore the new User Replied workflow trigger inside Pinnacle AI CRM. This update allows automations to start when a team member replies to a contact through a supported conversation channel, helpi...
Automate Workflows From Client Portal File Uploads
In this episode of The Pinnacle Perspective... we cover a new automation update for the Client Portal Shared Documents experience inside Pinnacle AI CRM. Businesses, marketers, and agencies can now trigger workflows automatically whenever a client...