The Pinnacle Perspective: Pinnacle AI CRM Updates

Custom Credential Expiration for Certificates

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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 certificates and credential documents remain valid. Users can now set credentials to expire on a fixed date, after a relative timeframe such as 3 to 36 months, or choose no expiration at all. The update also includes configurable reminders to help teams stay ahead of renewals and reduce manual follow-up. For organizations managing certifications, training programs, or memberships, this feature provides greater flexibility, improves administrative efficiency, and helps keep credential workflows aligned with real business needs. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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