Redesigned Sell Products for Forms and Surveys Artwork

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

Redesigned Sell Products for Forms and Surveys

August 03, 2026

0:00 | 1:48

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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 provider directly within the builder without navigating away. Businesses, marketers, and agencies can now add products, choose variants, and support price levels more easily when creating forms or surveys. Customers also benefit from a smoother buying experience, with the ability to select the product or payment option that fits their needs before checkout. This improvement helps simplify setup, reduce friction, and keep the selling process organized from form submission through invoicing and payment processing. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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