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
29 episodes
Conversation AI Email Channel With Templates, CC, And BCC
In this episode of The Pinnacle Perspective... we introduce Conversation AI’s new email capabilities inside Pinnacle AI CRM. Conversation AI can now send intelligent, personalized email replies with email-specific controls such as sender selection...
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2:04
Conversation AI Books Service Appointments In Services Calendar
In this episode of The Pinnacle Perspective... we introduce Conversation AI’s new in-chat service booking integrated with Pinnacle AI CRM’s Services Calendar. Customers can schedule appointments across SMS, Live Chat, and social messaging without ...
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1:56
Edit Pipelines From Dropdown With Shared Stage Colors
In this episode of The Pinnacle Perspective... we highlight a focused refresh to Pipelines in Pinnacle AI CRM that streamlines pipeline management and improves visual clarity. You can now create and edit pipelines directly from the pipeline dropdo...
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1:40
Fathom Integration Brings Meeting Transcripts Into Workflows
In this episode of The Pinnacle Perspective... we introduce the new Fathom integration that brings automatic meeting transcriptions and summaries directly into Pinnacle AI CRM workflows. After a quick connection in Integrations, teams can select F...
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1:34
Custom Fields Refresh: Live Preview And Object-Based Views
In this episode of The Pinnacle Perspective we cover a focused update that streamlines custom fields in Pinnacle AI CRM. The refreshed custom fields area features a cleaner UI, visual markers to identify unique or searchable fields, and an object-...
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1:40
Search And Smarter Filters For Review Requests
In this episode of The Pinnacle Perspective... we highlight a targeted update to the Review Request page in Pinnacle AI CRM that speeds how teams manage incoming review replies. The release adds a search bar for instantly finding requests by conta...
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1:49
Image Layout Controls for Forms and Surveys
In this episode of The Pinnacle Perspective... we highlight new image layout controls for Forms & Surveys inside Pinnacle AI CRM. You can choose from four distinct layouts, set a default for multi-slide surveys and override any slide, and fine-tun...
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1:41
Advanced Filters For Site, Funnel, And Webinar Analytics
In this episode of The Pinnacle Perspective... we introduce Advanced Filters in the Analytics section of Sites inside Pinnacle AI CRM. The new capability lets you narrow results by funnel, website, or webinar using selectable dimensions and nested...
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1:46
QR Code Styling: Rounded Shapes, Border Colors, and CTA Rim
In this episode of The Pinnacle Perspective... we highlight newly added QR code design controls in Pinnacle AI CRM that let marketers and businesses create branded, high-converting codes. You can choose Rounded or Circular shapes, add a colored bo...
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1:54
Target Coupons to Specific Variants and Price Points
In this episode of The Pinnacle Perspective we introduce a smarter coupon system in Pinnacle AI CRM that lets you target discounts to specific product variants or price points instead of applying blanket discounts across an entire product. Markete...
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2:04
Updated Notes Tab: Attachments, Pinning, and Improved Search
In this episode of The Pinnacle Perspective... we highlight an upgrade to the Notes tab in Pinnacle AI CRM that makes contact notes structured, searchable, and actionable. You can now attach up to five files per note, pin up to two critical notes ...
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1:47
Facebook Post Sync: Auto-Import Posts Into Social Planner
In this episode of The Pinnacle Perspective... we introduce Facebook Post Sync, a Social Planner enhancement in Pinnacle AI CRM that automatically imports your recent Facebook posts — including text, images, videos and basic engagement metrics — s...
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2:04
Link Opportunities And Custom Objects To Company Records
In this episode of The Pinnacle Perspective... we introduce company associations in Pinnacle AI CRM, a new capability that lets you link companies to opportunities, custom objects, and other CRM records. The update creates richer, centralized comp...
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1:50
Rentals: Duration-Based Inventory Bookings
In this episode of The Pinnacle Perspective... we introduce Rentals, a new inventory-driven booking capability inside Pinnacle AI CRM that supports duration-based reservations by hour, day, week, or month. Rentals is built for equipment, vehicles,...
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1:50
Add And Associate Notes On Custom Objects
In this episode of The Pinnacle Perspective... we introduce the ability to add and associate notes directly on Custom Objects in Pinnacle AI CRM. Teams can create new notes on a custom record or link existing notes from Contacts and Opportunities ...
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1:45
Merge Contact Action Automates Duplicate Contact Cleanup
In this episode of The Pinnacle Perspective, we spotlight the Merge Contact action in Pinnacle AI CRM, a workflow step that automatically identifies and consolidates duplicate contacts. Configure matching by email, phone, or both, and Merge Contac...
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1:38
Expanded Goal Event Triggers: Invoice Paid And Review Request Clicked
In this episode of The Pinnacle Perspective... we spotlight an enhancement to the Goal Event action inside Pinnacle AI CRM: two new triggers — Invoice Paid and Review Request Clicked — that let automations respond to real customer outcomes. Invoic...
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1:48
Direct Export of Email Campaign Metrics to Secure CSV
In this episode of The Pinnacle Perspective we introduce a direct export for email marketing data inside Pinnacle AI CRM, making campaign metric extraction faster and cleaner. From the Marketing area’s Emails > Statistics you can export CSVs—deliv...
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1:30
Call Whisper For Connect Call (IVR) Adds Private Heads-Up
In this episode of The Pinnacle Perspective we introduce Call Whisper for the Connect Call (IVR) action in Pinnacle AI CRM — a private, optional message that plays for your team just before a transferred caller connects. It’s configured directly i...
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1:24
Sticky Notes Upgrade: Rich Text, Images, And Links
In this episode of The Pinnacle Perspective... we spotlight the upgraded Sticky Notes in Pinnacle AI CRM workflows — now a full-featured annotation system with rich text formatting, image embedding, link support, and color-coding. Available from t...
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1:40
Per-User Saved Date Ranges And Filters For Dashboards And Reports
In this episode of The Pinnacle Perspective... we explain a small but powerful update: dashboards and custom reports in Pinnacle AI CRM now remember each user's date ranges and filter selections. Your chosen dashboard date range, comparison period...
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1:39
Product Cost Price and Margin Tracking
In this episode of The Pinnacle Perspective... we introduce product Cost Price and Margin tracking inside Pinnacle AI CRM, letting you define cost or margin per product price or variant. Set it up in the Payments → Products tab by creating or edit...
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2:03
Bulk Create And Update Custom Objects From CSV
In this episode of The Pinnacle Perspective we highlight a time-saving update in Pinnacle AI CRM: bulk importing Custom Object records using the same create-and-update CSV flow available for Contacts and Opportunities. Upload a CSV, map columns to...
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1:54
Bulk Import and Export for Companies
In this episode of The Pinnacle Perspective... we introduce Companies bulk import and export in Pinnacle AI CRM. The update lets businesses upload a mapped CSV to create or update many company records at once and export selected company lists to a...
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2:12
Connect Canva To Media Storage For Seamless Design Sync
In this episode of The Pinnacle Perspective we highlight a new direct connection between Canva and Media Storage inside Pinnacle AI CRM that eliminates constant tab switching during asset creation. After a quick Connect Canva authentication in Med...
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1:35