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
Flexible Deposit And Full Payments For Service Bookings
In this episode of The Pinnacle Perspective, we explore a new payment management upgrade for service bookings inside Pinnacle AI CRM. Businesses can now let customers choose between paying a deposit or paying the full amount upfront when booking o...
Custom Credential Expiration for Certificates
In this episode of The Pinnacle Perspective, we explore the new custom credential expiration update inside Pinnacle AI CRM. This enhancement gives businesses, agencies, educators, and membership-based organizations more control over how long certi...
New Layers Panel for Certificate and Badge Builder
In this episode of The Pinnacle Perspective, we cover the new Layers panel in the Certificate and Badge Builder inside Pinnacle AI CRM. This update gives businesses, marketers, and agencies more control when designing credentials in Memberships by...
Auto-Generated Schema Markup for Published Pages
In this episode of The Pinnacle Perspective... we cover the new auto-generated schema markup feature in Pinnacle AI CRM. This update helps ensure published pages include structured data even when schema is not added manually before launch. Once en...
Redesigned Sell Products for Forms and Surveys
In this episode of The Pinnacle Perspective, we cover the improved Sell Products experience for Forms and Surveys inside Pinnacle AI CRM. This update introduces a unified payment configuration panel, allowing users to connect or select a payment p...