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
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...
Drip Action: Live Schedule Preview And Improved Pacing
In this episode of The Pinnacle Perspective... we introduce an upgrade to the Drip Action in Pinnacle AI CRM that clarifies and stabilizes paced sends. The Drip now includes a live schedule preview inside the action showing batch numbers and sched...
Contact Page Customization: Create Role-Based Contact Views
In this episode of The Pinnacle Perspective... Contact Page Customization lets teams tailor contact detail views inside the Contacts area of Pinnacle AI CRM. Instead of a one-size-fits-all layout, admins and users can create or edit named views, a...
Messaging Analytics Revamp: Delivery Failure Charts & Opt-Out Trends
In this episode of The Pinnacle Perspective we introduce the refreshed Messaging Analytics experience in Pinnacle AI CRM, a redesigned dashboard that makes SMS performance easier to read and act on. The update adds period-over-period comparisons w...