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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

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The Pinnacle Perspective: Pinnacle AI CRM Updates

Resizable Sidebar And Expand Mode For Workflow Builder

June 16, 2026

0:00 | 1:34

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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 improvements give marketers, agencies, and businesses the flexibility to adapt the editor to different screen sizes and task complexity, reducing visual clutter and improving focus on detailed configurations. By making it easier to view and edit actions and triggers, the update speeds setup and troubleshooting and creates a more comfortable, efficient workflow experience for teams managing automation. Try resizing the panel or entering expand mode to see the difference in your editing flow. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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