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CRM & SALES PIPELINE

A CRM that keeps your pipeline moving.

Pinnacle Ai is a CRM and sales pipeline for small businesses: one place for every contact, conversation and deal. Each customer gets a single record with their full history — calls, texts, emails, DMs, notes and payments — and every open deal sits on a drag-and-drop pipeline. Contacts and users are unlimited on every plan, so there is no per-contact billing and no seat charges.

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crm.getpinnacle.ai/opportunities

Every contact and conversation in one record

Open a contact and you see the whole relationship — not a scattered pile of inboxes, spreadsheets and sticky notes. Everyone on your team sees the same history, so nobody has to ask what was already said.

  • Contact management with unlimited contacts
  • Smart lists that update themselves as people match
  • Custom fields for the details your business actually tracks
  • Tags to segment by source, service, status or owner
  • Notes your whole team can read
  • A full activity timeline: calls, SMS, email and social DMs
crm.getpinnacle.ai/contacts

What does a sales pipeline actually do?

A pipeline turns "I think we have some leads" into a board you can act on. Drag a card from one stage to the next and everyone can see where the money is, what is stuck and what to do today.

  • Drag-and-drop sales pipelines
  • Custom stages that match how you really sell
  • Opportunity value so you can see pipeline dollars
  • Lead scoring that surfaces the hottest deals first
  • Multiple pipelines for different services or teams
crm.getpinnacle.ai/opportunities

How do I stop losing leads to slow follow-up?

Most deals are lost to silence, not to price. Tasks and reminders keep humans on track, and automation triggers handle the first response the moment a lead arrives — even at 9pm on a Sunday.

  • Tasks and due dates on any contact or deal
  • Reminders for your team so nothing sits untouched
  • Automation triggers on new leads, stage changes and replies
  • Round-robin assignment so leads get an owner instantly

Pair the CRM with our workflow builder — see automation.

crm.getpinnacle.ai/automation

Smart list filters

  • No visit in 6+ months
  • Past buyer
  • No-show, never rebooked
  • One-time customer

Matching contacts

742

  • Past buyers · 318
  • No-shows · 96
  • One-time · 328

Unlimited contacts, unlimited users, one flat price

Growing your list should not raise your bill. Plenty of CRMs charge more as your database grows or add a fee for every seat, which quietly punishes you for succeeding. Here the price is flat: add every past customer and every team member without doing math first.

  • Unlimited contacts — no per-contact billing
  • Unlimited users — no per-seat charges
  • Flat monthly pricing from $297/mo
  • No contracts, cancel anytime
  • Texts, emails & AI usage billed at cost-based rates — roughly $10 ≈ 10,000 emails or 1,000 texts
crm.getpinnacle.ai/dashboard

New lead

  • Whitlock · $2,400
  • Peña · $8,100

Estimate sent

  • Sandoval · $5,600

Won

  • Boyd · $3,200
  • Ruiz · $1,150

Included on every plan — and a real person sets it up with you in two 1-on-1 Zoom calls in your first week.

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“good support and a lot of opportunity for managing business”
Gary Chayevsky
crm.getpinnacle.ai/contacts/smart-lists
New leads this week38
Quotes sent, no reply12
Past customers, 12+ months416
Smart lists update themselves

Keep exploring

Where this fits with everything else

See all the tools

FAQ

Questions, answered

Yes. You can import contacts from a CSV file in minutes, and we publish step-by-step switching guides for 16 popular tools so you know exactly what to export and where it lands. Our team is on 24/7 live chat and Zoom if you get stuck — but to be clear, we do not move your data for you.

No. Every Pinnacle Ai plan includes unlimited contacts and unlimited users, so your bill does not change as your database or your team grows. Plans are flat monthly: Core $297/mo, Growth $397/mo and Pro $497/mo, with texts, emails and AI usage billed at cost-based rates.

Yes. iOS and Android apps are included on every plan, so you can read a contact's full history, reply to messages and move deals along a pipeline from your phone.

For most small businesses, yes — it replaces the CRM plus the separate tools bolted around it: your inbox, follow-up automation, booking calendar, review requests, email and SMS marketing, and invoicing. You bring your contacts in by CSV, rebuild your pages and automations from templates, and run it all on one flat price.

See the CRM and pipeline in a real walkthrough.

Watch the DemoSee Pricing

No contracts · Unlimited users & contacts · Cancel anytime

Watch the Demo