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
59 episodes
Granular Conversation AI Sleep Controls For Manual And Workflow
In this episode of The Pinnacle Perspective... we introduce more granular Conversation AI pause controls inside Pinnacle AI CRM. Instead of a single sleep setting, you can now toggle separate pause behaviors for Manual Message and Workflow Message...
Reply to Community Comments Directly From Social Planner
In this episode of The Pinnacle Perspective... we spotlight a new Social Planner capability that lets you reply to comments on community posts directly inside Pinnacle AI CRM. From the Marketing > Social Planner Comments view you can open a post, ...
Embed Voice AI Widgets Directly Into Pages
In this episode of The Pinnacle Perspective... we highlight a small but impactful update in Pinnacle AI CRM: an embedded placement option for Voice AI chat widgets. Instead of a floating button, you can insert Voice AI directly into page layouts, ...
Industry-Specific Custom Object Templates
In this episode of The Pinnacle Perspective... we highlight a small but powerful update: pre-built, industry-specific Custom Object templates inside Pinnacle AI CRM. These templates let you import ready-made objects, fields, and associations inste...
Email Verification Action: Automate Deliverability Checks
In this episode of The Pinnacle Perspective we spotlight the new Email Verification action in Pinnacle AI CRM, a workflow step that automatically assesses addresses as valid, risky, or invalid before any email is sent. Insert Verify Email before y...
Smart Lists Now Available in Opportunities
In this episode of The Pinnacle Perspective we introduce Smart Lists for Opportunities in Pinnacle AI CRM — the same focused, customizable views previously available in Contacts. You can create Board or List views, set filters, sorting, visible fi...
Personal Pipeline View With Me Filter And Primary Contact Notes
In this episode of The Pinnacle Perspective we highlight two usability updates inside Pinnacle AI CRM: a “Me” pipeline filter and a Primary Contact Notes column in Opportunities list view. The “Me” filter uses a Smart Tag or Smart List rule on Own...
Smart Lists UI Refresh: Improved Layout And Sharing
In this episode of The Pinnacle Perspective we highlight the refreshed Smart Lists experience inside Pinnacle AI CRM. The Contacts area now features a cleaner layout, refined icons, and a clearer share control so teams can manage, share, and organ...
Inbound Email Trigger Automates Workflow Responses
In this episode of The Pinnacle Perspective... we introduce the new Inbound Email Trigger for Workflows inside Pinnacle AI CRM. This trigger fires automations when inbound messages arrive, with filters for sender, subject cues, and handled status ...
Add Funnel Pages Directly Inside Course Content
In this episode of The Pinnacle Perspective... we introduce a new Pinnacle AI CRM capability that lets you embed funnel pages directly inside course content. Rather than pausing instruction to link out, instructors can insert published funnel page...
Forecast Tab: Track Pipeline, Spot At-Risk Opportunities
In this episode of The Pinnacle Perspective... we introduce the new Forecast tab inside Pinnacle AI CRM, a visual forecasting workspace that replaces spreadsheet guesswork with actionable pipeline insights. The Forecast Main Summary surfaces maxim...
Import Lessons Or Entire Courses In Builder
In this episode of The Pinnacle Perspective we highlight a time-saving update in the Builder: you can now import content from one course directly into another inside Pinnacle AI CRM. Select an existing course, choose Add Content, and pull in indiv...
Add Knowledge Base Triggers To Control Conversation AI Retrieval
In this episode of The Pinnacle Perspective... we highlight a Conversation AI enhancement in Pinnacle AI CRM: Knowledge Base usage instructions, or triggers. This update lets you explicitly tell an AI agent when to pull content from a specific Kno...
Enhanced Nested Folders For Campaigns And Templates
In this episode of The Pinnacle Perspective... we highlight expanded folder and nesting support for Campaigns and Templates inside Pinnacle AI CRM. The update lets marketing teams and agencies create hierarchical folder structures, including more ...
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...
AI Agent Action: CRM-Aware Autonomous Workflows
In this episode of The Pinnacle Perspective... we introduce the new AI Agent action in Pinnacle AI CRM, which lets you describe desired outcomes instead of scripting every workflow branch. Add an AI Agent action in the workflow builder, attach up ...
Secure Magic Links For Social Content Approval
In this episode of The Pinnacle Perspective... Today’s update introduces a streamlined Approval Flow in the Social Planner that uses secure magic links so clients and stakeholders can review, approve, or request changes without creating a Pinnacle...
Find & Replace For Workflows: Fast Search And Bulk Updates
In this episode of The Pinnacle Perspective... we introduce Find & Replace, a workflow-level search and update tool inside Pinnacle AI CRM. It lets you locate custom values, tags, or plain text within a single workflow and replace individual items...
Buy Now, Pay Later For Calendar Bookings
In this episode of The Pinnacle Perspective... we introduce Buy Now, Pay Later for calendar bookings inside Pinnacle AI CRM. This update lets businesses offer installment payment options at appointment checkout while receiving revenue up front, wi...
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...