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
123 episodes
Unpublish Funnel and Website Pages With Redirects
In this episode of The Pinnacle Perspective, we cover a new Pinnacle AI CRM update that lets users unpublish individual funnel or website pages without taking an entire site, funnel, or domain offline. This feature gives businesses, marketers, and...
Automatically Sequenced Entrance Animations in Page Builder
In this episode of The Pinnacle Perspective, we explore the new automatically hierarchically sequenced entrance animations inside Pinnacle AI CRM. This update makes it easier to add polished motion effects to pages without manually setting delays ...
Bulk Keyword Management for Google Ads Campaigns
In this episode of The Pinnacle Perspective... we cover an update that makes Google Ads keyword management faster and more efficient inside Pinnacle AI CRM. The Ad Manager now includes a larger keyword entry area and removes the previous 40-keywor...
Automatic Contact Capture for WhatsApp Usernames
In this episode of The Pinnacle Perspective, we cover Pinnacle AI CRM’s support for WhatsApp usernames, a new WhatsApp capability that allows customers to message businesses without sharing their phone number. As this feature rolls out, Pinnacle A...
Test and Optimize Conversation AI Agents With Prompt Optimizer
In this episode of The Pinnacle Perspective... we explore the new Prompt Optimizer for Conversation AI agents inside Pinnacle AI CRM. This update helps businesses, marketers, and agencies test how their AI agents respond before using them in live ...
Multi-Role Templates for Documents and Contracts
In this episode of The Pinnacle Perspective, we explore the new multi-role support for Documents and Contracts templates in Pinnacle AI CRM. This update allows businesses to define up to six signer roles within a reusable template, making it easie...
Customizable Profile and Business Card QR Codes
In this episode of The Pinnacle Perspective... we explore the refreshed Profile and Business Card experience inside Pinnacle AI CRM. The update introduces a cleaner design, custom cover images, professional templates, brand-wide color palettes, an...
Restore AI Workflow Iterations With Version History
In this episode of The Pinnacle Perspective, we cover a new improvement to the workflow AI builder in Pinnacle AI CRM: AI iteration versions. Now, every time the AI Assistant creates or edits a workflow, Pinnacle AI CRM generates an artifact card ...
Gift Card Redemption for Business-Collected Payments
In this episode of The Pinnacle Perspective... we cover the expanded Gift Card redemption capabilities inside Pinnacle AI CRM. Businesses can now apply a customer’s Gift Card balance when collecting payments directly, not just through customer-fac...
Client Portal File-Share Notifications
In this episode of The Pinnacle Perspective, we cover the new file-share notifications now available in the Client Portal inside Pinnacle AI CRM. When an admin shares a file with a contact, the client automatically receives a notification that a n...
Set Default Senders for Review Requests
In this episode of The Pinnacle Perspective, we explore a new Pinnacle AI CRM update that gives businesses more control over how review requests are sent. Users can now set a default phone number or email address for review requests at the locatio...
Button Hover Animations in Funnels and Websites
In this episode of The Pinnacle Perspective... we explore the new button hover animations now available in the Funnel and Website builder inside Pinnacle AI CRM. This update gives users 21 built-in hover effects that can be applied and customized ...
Email Actions for Company and Custom Object Workflows
In this episode of The Pinnacle Perspective, we cover the expanded Email Actions now available in Company and Custom Object workflows inside Pinnacle AI CRM. Previously limited to contact-based workflows, this update allows businesses to send auto...
Automate Workflows With AI Studio Form Submissions
In this episode of The Pinnacle Perspective, we cover the new AI Studio Form Submitted trigger inside Pinnacle AI CRM. This update allows AI Studio form submissions to launch automated workflows, helping teams respond faster when new leads come in...
Reply to Threads Comments in Social Planner
In this episode of The Pinnacle Perspective, we highlight a new Social Planner update that lets teams respond to Threads comments directly inside Pinnacle AI CRM. Instead of switching between platforms, marketers and agencies can view conversation...
Save Progress For Forms, Surveys, And Quizzes
In this episode of The Pinnacle Perspective... we introduce the new Save Progress feature in Pinnacle AI CRM, designed to make longer forms, surveys, and quizzes easier to complete. When enabled, this update allows respondents to leave a multi-ste...
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...
Automatically Generate PDF Documents for New Submissions
In this episode of The Pinnacle Perspective, we cover the new “Generate submission document” setting inside Pinnacle AI CRM. This update allows businesses to automatically create and store PDF copies of new form, survey, and quiz submissions. Once...
New Notifications Tab for Forms, Surveys, and Quizzes
In this episode of The Pinnacle Perspective, we look at the new dedicated Notifications tab for Forms, Surveys, and Quizzes inside Pinnacle AI CRM. This update makes it easier to find and manage notification settings directly within the builder, h...
Edit Paid Service Bookings Without Canceling
In this episode of The Pinnacle Perspective... we cover a new improvement to service appointments inside Pinnacle AI CRM: the ability to edit both paid and unpaid service bookings without canceling and recreating them. Businesses can now update se...
Rebuilt Course Progress Analytics for Membership Courses
In this episode of The Pinnacle Perspective, we explore the rebuilt Course Progress Analytics experience inside Pinnacle AI CRM. This update gives businesses, marketers, and agencies a clearer way to understand learner engagement across Membership...