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
Episodes
86 episodes
Redesigned Wait Action: Intent-Based Cards & AI Setup
In this episode of The Pinnacle Perspective... we highlight the redesigned Wait action in Pinnacle AI CRM, an intent-based interface that replaces nested dropdowns with descriptive, grouped cards, adds recurring schedule support, and introduces an...
Linear Integration Into Workflow Builder With Two-Way Linking
In this episode of The Pinnacle Perspective... we introduce a native Linear integration inside the Pinnacle AI CRM Workflow Builder. The update lets teams trigger automations from engineering events and create two‑way links between Linear issues a...
Reply To Bluesky Comments From The Social Planner
In this episode of The Pinnacle Perspective... we highlight a time-saving update: Pinnacle AI CRM now allows direct replies to Bluesky comments from the Social Planner. From the Comments area you can open a post, hit Reply under any comment and re...
Connect Housecall Pro to Workflow Automation
In this episode of The Pinnacle Perspective... we cover the new Housecall Pro connection inside Pinnacle AI CRM Workflows. Home service businesses can now connect Housecall Pro using an API key and trigger automations around key job events such as...
Expanded Media Library File Previews
In this episode of The Pinnacle Perspective, we cover an update to the Media Library inside Pinnacle AI CRM that makes file management faster and more convenient. Users can now preview a wider range of file types directly in the browser, including...
Expanded Audit Logs for Preference Management
In this episode of The Pinnacle Perspective... we explore the expanded Audit Logs for Preference Management inside Pinnacle AI CRM. This update gives teams greater visibility into changes made to contact preferences and subscription types, includi...
Manage Form, Survey, And Quiz Columns Before Submissions Arrive
In this episode of The Pinnacle Perspective, we cover an improvement to submission management for forms, surveys, and quizzes inside Pinnacle AI CRM. Manage Fields now displays all fields from the form definition, even if those fields have not rec...
Control Modal Height for Embedded Forms, Surveys, and Quizzes
In this episode of The Pinnacle Perspective... we cover a new embed control update inside Pinnacle AI CRM that makes forms, surveys, and quizzes easier to customize and manage. Users can now set modal height directly when generating embed codes fo...
Create LinkedIn Polls In The Social Planner
In this episode of The Pinnacle Perspective, we introduce LinkedIn Polls in the Social Planner inside Pinnacle AI CRM. This update allows users to create and publish LinkedIn Polls directly within their social posting workflow, including adding a ...
Gradient Button Backgrounds in Forms, Surveys, and Quizzes
In this episode of The Pinnacle Perspective, we cover the new gradient background support for buttons in the Form, Survey, and Quiz Builder inside Pinnacle AI CRM. This update gives users the option to move beyond solid button colors and create mo...
Faster AI Reply Suggestions In Conversations AI
In this episode of The Pinnacle Perspective... we explore the revamped Suggestive Mode in Conversations AI inside Pinnacle AI CRM. This update helps teams respond to customer messages faster by preparing AI-generated reply suggestions in the backg...
Sync Community Onboarding Answers To CRM Custom Fields
In this episode of The Pinnacle Perspective we highlight a practical update: community membership questions can now map directly into Pinnacle AI CRM custom fields. Instead of manually copying onboarding responses, answers from your membership flo...
Automate Facebook Review Replies With AI Agents
In this episode of The Pinnacle Perspective we introduce AI Agents that automatically reply to Facebook reviews directly from Pinnacle AI CRM. Configure agents in Reputation settings by defining tone, language, triggers, and which pages to monitor...
AI Data Extract: Turn Messy Text Into Structured Workflow Variables
In this episode of The Pinnacle Perspective... we introduce the new AI Data Extract action inside Pinnacle AI CRM, a workflow step that turns unstructured inputs — emails, SMS, webhook payloads, or other AI outputs — into clean, typed variables. C...
Knowledge Base Search Enables Targeted AI Agent Responses
In this episode of The Pinnacle Perspective... we introduce Knowledge Base Search, a practical enhancement to the AI Agent action in Pinnacle AI CRM. Instead of embedding extensive company context in every prompt, agents can query one or more know...
Add Captions to Blog Images in Pinnacle Editor
In this episode of The Pinnacle Perspective we highlight a new Blog Editor enhancement in Pinnacle AI CRM that lets you add captions directly to blog images. The caption field supports multiple lines and attachments for richer storytelling, while ...
Dashboard Appointment Widgets For Services And Rentals
In this episode of The Pinnacle Perspective we introduce Appointment widgets for the Dashboard in Pinnacle AI CRM — configurable visual blocks that surface Service and Rental performance without leaving your main view. Add widgets in Edit mode, se...
Load On User Interaction Toggle For Chat Widget
In this episode of The Pinnacle Perspective we highlight the new "Load on user interaction" toggle in the Chat Window settings of Pinnacle AI CRM. The option delays widget loading until a visitor scrolls, clicks, or touches the page, reducing bloc...
Resizable Sidebar And Expand Mode For Workflow Builder
In this episode of The Pinnacle Perspective... we highlight new workspace controls in Pinnacle AI CRM’s workflow builder that let you resize the configuration sidebar and open any action or trigger in an expanded full-screen view. These improvemen...
Add Category-Specific Sections to Quiz Result Pages
In this episode of The Pinnacle Perspective we cover a new quiz result enhancement in Pinnacle AI CRM: custom category sections for quiz result pages. You can assign distinct content blocks to individual categories—choose which category triggers e...
Layout-Level Conditional Visibility With Is Empty And Is Present
In this episode of The Pinnacle Perspective... we highlight a practical update that streamlines conditional visibility in Pinnacle AI CRM. Conditional rules now apply at the layout level in the email builder, so you can manage a single visibility ...
Confirm Tag Changes Before They Trigger Workflows
In this episode of The Pinnacle Perspective... we highlight a safer, more deliberate tag management update in Pinnacle AI CRM. When you edit tags on a contact, changes are now staged until you choose Apply or Cancel, instead of taking effect immed...
Create Facebook-Style Text Background Posts in Social Planner
In this episode of The Pinnacle Perspective... we introduce Facebook-style background text posts directly inside Social Planner. Pinnacle AI CRM now lets marketers and agencies compose colorful, native-looking text posts without leaving the platfo...
Smart Lists For Companies: Build Targeted Account Views
In this episode of The Pinnacle Perspective... We introduce Smart Lists for Companies in Pinnacle AI CRM, bringing the focused, reusable views previously available for Contacts to Company records. You can build named lists from the Companies tab u...
Multi-Board Selection in Social Planner for Pinterest
In this episode of The Pinnacle Perspective we spotlight Multi-Board Selection in the Social Planner, a time-saving Pinterest feature inside Pinnacle AI CRM. Marketers can now create one post and publish it to up to 25 Pinterest boards across mult...