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The Pinnacle Perspective: Pinnacle AI CRM Updates

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The Pinnacle Perspective: Pinnacle AI CRM Updates

Client Portal File-Share Notifications

August 19, 2026

0:00 | 1:54

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In this episode of The Pinnacle Perspective, we cover the new file-share notifications now available in the Client Portal inside Pinnacle AI CRM. When an admin shares a file with a contact, the client automatically receives a notification that a new document is available, helping ensure contracts, invoices, and other important files are not overlooked. Clients can also manage their own notification preferences, including in-app and push alerts, giving them control over how they stay informed. This update helps businesses, marketers, and agencies improve communication, reduce manual follow-ups, and create a more reliable client experience when sharing key documents through Pinnacle AI CRM. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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