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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

Set Default Senders for Review Requests

August 18, 2026

0:00 | 1:58

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In this episode of The Pinnacle Perspective, we explore a new Pinnacle AI CRM update that gives businesses more control over how review requests are sent. Users can now set a default phone number or email address for review requests at the location level across SMS, email, and WhatsApp. This default sender is used for manual requests, campaigns, and workflows, while still allowing overrides when needed. The update helps create a more consistent and recognizable customer experience, reducing confusion when asking for feedback. For businesses, marketers, and agencies, this means cleaner reputation management, stronger trust, and a more professional review request process that can help turn satisfied customers into valuable social proof. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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