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
Episodes
138 episodes
Custom value chips flag stale values in workflow messages
In this episode of The Pinnacle Perspective, we look at a small workflow editing update that can save your team from sending the wrong message. When you’re cleaning up a text at the front counter before closing, it’s easy to miss an old customer n...
AI Agent action adds model choices and reasoning effort
In this episode of The Pinnacle Perspective, we cover an update to the AI Agent action in Pinnacle Ai workflows. When a customer sends a half-complete request, changes the details, or texts while your team is tied up at the front counter near clos...
Course announcements for updates learners can find
In this episode of The Pinnacle Perspective, we cover Course Announcements in Pinnacle Ai, built for the moment when you send a course update and later hear, “I never saw it.” Instead of relying only on email, your team can post launches, reminder...
Embedded video previews and event RSVP cards in Communities
In this episode of The Pinnacle Perspective, we cover a Communities update for owners who use a group to keep customers, members, or clients in the loop. When a video, class, or event gets mentioned, people often have to leave the discussion to wa...
QR codes in Apple Wallet and Google Wallet for quick access
In this episode of The Pinnacle Perspective, we cover a small update that helps when a customer is standing in front of you and the right QR code is buried in your camera roll. Pinnacle Ai QR codes can now be saved directly to Apple Wallet or Goog...
Organize Tags With Categories and Custom Colors
In this episode of The Pinnacle Perspective, we explore the new tag categories and customizable tag colors in Pinnacle AI CRM. This update makes it easier to organize and identify tags across contacts, opportunities, campaigns, and other workflows...
Generate Appointment Reschedule Links Easily
In this episode of The Pinnacle Perspective, we cover a new appointment rescheduling improvement inside Pinnacle AI CRM. Users can now generate a reschedule link directly from appointment-related areas such as Contacts, Conversations, Appointments...
Add Ecommerce Stores Directly to Funnels
In this episode of The Pinnacle Perspective, we explore the new ecommerce store experience now available inside funnels in Pinnacle AI CRM. This update allows businesses, marketers, and agencies to add product browsing, cart functionality, checkou...
Automate Group Approvals With Join Request Triggers
In this episode of The Pinnacle Perspective, we explore the new “Requested to Join Group” workflow trigger inside Pinnacle AI CRM. This update allows businesses, marketers, and agencies to automate actions based on the answers people submit when r...
Add Values to Multi-Select Contact Fields in Workflows
In this episode of The Pinnacle Perspective, we cover the new Add operation for multi-dropdown and multiple-checkbox fields in Pinnacle AI CRM workflows. This update allows businesses to add new values to a contact’s existing multi-select fields w...
Conditional Custom Fields for Opportunities
In this episode of The Pinnacle Perspective, we explore the new conditional custom fields update for Opportunities inside Pinnacle AI CRM. This feature gives businesses, marketers, and agencies more control over which fields or folders appear on O...
Redeem Gift Cards During Appointment Payments
In this episode of The Pinnacle Perspective... we cover an update to Gift Card redemption inside Pinnacle AI CRM for appointment payments. Businesses can now apply a customer’s available Gift Card balance while collecting payment on their behalf, ...
Services V2 Adds Multi-Service Booking And WhatsApp Alerts
In this episode of The Pinnacle Perspective, we explore new Services v2 improvements inside Pinnacle AI CRM designed to make booking workflows more flexible and customer communication more effective. Updates include custom values for Services and ...
Automate Review Workflows With New Review Received Trigger
In this episode of The Pinnacle Perspective, we explore the new New Review Received trigger inside Pinnacle AI CRM. This automation update helps businesses manage customer reviews more efficiently by triggering workflows whenever a new review is r...
Import HubSpot CRM Data Into Pinnacle AI CRM
In this episode of The Pinnacle Perspective, we highlight the new HubSpot importer inside Pinnacle AI CRM, designed to make CRM migration faster and easier. This update allows businesses, marketers, and agencies to connect their HubSpot account di...
Unpublish Funnel and Website Pages With Redirects
In this episode of The Pinnacle Perspective, we cover a new Pinnacle AI CRM update that lets users unpublish individual funnel or website pages without taking an entire site, funnel, or domain offline. This feature gives businesses, marketers, and...
Automatically Sequenced Entrance Animations in Page Builder
In this episode of The Pinnacle Perspective, we explore the new automatically hierarchically sequenced entrance animations inside Pinnacle AI CRM. This update makes it easier to add polished motion effects to pages without manually setting delays ...
Bulk Keyword Management for Google Ads Campaigns
In this episode of The Pinnacle Perspective... we cover an update that makes Google Ads keyword management faster and more efficient inside Pinnacle AI CRM. The Ad Manager now includes a larger keyword entry area and removes the previous 40-keywor...
Automatic Contact Capture for WhatsApp Usernames
In this episode of The Pinnacle Perspective, we cover Pinnacle AI CRM’s support for WhatsApp usernames, a new WhatsApp capability that allows customers to message businesses without sharing their phone number. As this feature rolls out, Pinnacle A...
Test and Optimize Conversation AI Agents With Prompt Optimizer
In this episode of The Pinnacle Perspective... we explore the new Prompt Optimizer for Conversation AI agents inside Pinnacle AI CRM. This update helps businesses, marketers, and agencies test how their AI agents respond before using them in live ...
Multi-Role Templates for Documents and Contracts
In this episode of The Pinnacle Perspective, we explore the new multi-role support for Documents and Contracts templates in Pinnacle AI CRM. This update allows businesses to define up to six signer roles within a reusable template, making it easie...
Customizable Profile and Business Card QR Codes
In this episode of The Pinnacle Perspective... we explore the refreshed Profile and Business Card experience inside Pinnacle AI CRM. The update introduces a cleaner design, custom cover images, professional templates, brand-wide color palettes, an...
Restore AI Workflow Iterations With Version History
In this episode of The Pinnacle Perspective, we cover a new improvement to the workflow AI builder in Pinnacle AI CRM: AI iteration versions. Now, every time the AI Assistant creates or edits a workflow, Pinnacle AI CRM generates an artifact card ...
Gift Card Redemption for Business-Collected Payments
In this episode of The Pinnacle Perspective... we cover the expanded Gift Card redemption capabilities inside Pinnacle AI CRM. Businesses can now apply a customer’s Gift Card balance when collecting payments directly, not just through customer-fac...