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
149 episodes
Calendar guest management with phone numbers and time zones
In this episode of The Pinnacle Perspective, we cover a calendar booking update that helps when the person booking adds someone else to the appointment, like a spouse, property manager, or coworker. Before, guest details were limited, and one wron...
Count available days only for accurate booking windows
In this episode of The Pinnacle Perspective, we cover a calendar update for the owner who needs booking rules to match the days the team is actually open. Pinnacle Ai now lets clients book, view, and manage appointments from the Client Portal, and...
Require Credit Card setting for $0 Form and Survey orders
In this episode of The Pinnacle Perspective, we cover a checkout snag that can cost you orders: a customer gets a $0 total, then the form still asks for a credit card. That feels wrong to them, whether they’re claiming a free offer, using a discou...
Client Portal booking, viewing, rescheduling, and cancellations
In this episode of The Pinnacle Perspective, we cover appointment booking and management inside the Client Portal. If a customer texts at 8:40pm asking when their appointment is, or calls the front desk to move a time by 30 minutes, your team lose...
Calendar AI builds calendars from your availability
In this episode of The Pinnacle Perspective, we cover Calendar AI in Pinnacle Ai, built for the owner who needs a booking link but doesn’t want to spend the evening sorting through calendar settings. If a customer is trying to book while you’re st...
Events in Memberships for tickets, check-ins, and follow-up
In this episode of The Pinnacle Perspective, we look at the new Events section inside Memberships in Pinnacle Ai. If you’ve ever had names in a notebook, payments in another tab, and reminder texts waiting until the front counter slows down, this ...
Multiple meeting durations on one calendar link
In this episode of The Pinnacle Perspective, we cover a calendar update for the owner who has too many booking links for the same kind of meeting. Pinnacle Ai now lets you add up to 3 duration options to one Personal, Round Robin, Collective, or E...
Issue Badge action rewards course progress in workflows
In this episode of The Pinnacle Perspective, we cover the new Issue Badge action in Pinnacle Ai Workflows. If you run courses, you’ve probably seen it happen: someone signs up, gets started, makes progress, then goes quiet before finishing. This u...
Badges Issued trigger for learner follow-up in Pinnacle Ai
In this episode of The Pinnacle Perspective, we cover the new Badges Issued trigger in Pinnacle Ai. When someone earns a badge, certification, or training milestone, the work usually isn’t finished. They may need a follow-up email, a review module...
Communities in one portal with content moderation
In this episode of The Pinnacle Perspective, we cover the rebuilt Communities experience inside the Unified Client Portal and GoKollab. If your course is in one place, the discussion is in another, and your team is trying to clean up a bad post fr...
Customize Community tabs: rename, reorder, and remove sections
In this episode of The Pinnacle Perspective, we cover a Community update that helps your team make navigation match the way your people actually talk. If the default tab names don’t fit your classes, updates, resources, or member areas, the page c...
Custom value chips flag stale values in workflow messages
In this episode of The Pinnacle Perspective, we look at a small workflow editing update that can save your team from sending the wrong message. When you’re cleaning up a text at the front counter before closing, it’s easy to miss an old customer n...
AI Agent action adds model choices and reasoning effort
In this episode of The Pinnacle Perspective, we cover an update to the AI Agent action in Pinnacle Ai workflows. When a customer sends a half-complete request, changes the details, or texts while your team is tied up at the front counter near clos...
Course announcements for updates learners can find
In this episode of The Pinnacle Perspective, we cover Course Announcements in Pinnacle Ai, built for the moment when you send a course update and later hear, “I never saw it.” Instead of relying only on email, your team can post launches, reminder...
Embedded video previews and event RSVP cards in Communities
In this episode of The Pinnacle Perspective, we cover a Communities update for owners who use a group to keep customers, members, or clients in the loop. When a video, class, or event gets mentioned, people often have to leave the discussion to wa...
QR codes in Apple Wallet and Google Wallet for quick access
In this episode of The Pinnacle Perspective, we cover a small update that helps when a customer is standing in front of you and the right QR code is buried in your camera roll. Pinnacle Ai QR codes can now be saved directly to Apple Wallet or Goog...
Organize Tags With Categories and Custom Colors
In this episode of The Pinnacle Perspective, we explore the new tag categories and customizable tag colors in Pinnacle AI CRM. This update makes it easier to organize and identify tags across contacts, opportunities, campaigns, and other workflows...
Generate Appointment Reschedule Links Easily
In this episode of The Pinnacle Perspective, we cover a new appointment rescheduling improvement inside Pinnacle AI CRM. Users can now generate a reschedule link directly from appointment-related areas such as Contacts, Conversations, Appointments...
Add Ecommerce Stores Directly to Funnels
In this episode of The Pinnacle Perspective, we explore the new ecommerce store experience now available inside funnels in Pinnacle AI CRM. This update allows businesses, marketers, and agencies to add product browsing, cart functionality, checkou...
Automate Group Approvals With Join Request Triggers
In this episode of The Pinnacle Perspective, we explore the new “Requested to Join Group” workflow trigger inside Pinnacle AI CRM. This update allows businesses, marketers, and agencies to automate actions based on the answers people submit when r...
Add Values to Multi-Select Contact Fields in Workflows
In this episode of The Pinnacle Perspective, we cover the new Add operation for multi-dropdown and multiple-checkbox fields in Pinnacle AI CRM workflows. This update allows businesses to add new values to a contact’s existing multi-select fields w...
Conditional Custom Fields for Opportunities
In this episode of The Pinnacle Perspective, we explore the new conditional custom fields update for Opportunities inside Pinnacle AI CRM. This feature gives businesses, marketers, and agencies more control over which fields or folders appear on O...
Redeem Gift Cards During Appointment Payments
In this episode of The Pinnacle Perspective... we cover an update to Gift Card redemption inside Pinnacle AI CRM for appointment payments. Businesses can now apply a customer’s available Gift Card balance while collecting payment on their behalf, ...
Services V2 Adds Multi-Service Booking And WhatsApp Alerts
In this episode of The Pinnacle Perspective, we explore new Services v2 improvements inside Pinnacle AI CRM designed to make booking workflows more flexible and customer communication more effective. Updates include custom values for Services and ...
Automate Review Workflows With New Review Received Trigger
In this episode of The Pinnacle Perspective, we explore the new New Review Received trigger inside Pinnacle AI CRM. This automation update helps businesses manage customer reviews more efficiently by triggering workflows whenever a new review is r...