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EMAIL & SMS MARKETING

Reach every lead by email and text — from the same place they already live.

Pinnacle Ai includes email and SMS marketing built on top of your CRM. You send one-off broadcasts, build automated campaigns and hold two-way text conversations — all tied to the same contact record, so there is no separate email tool and no separate texting app to reconcile. Sends are billed at cost-based usage rates, so you only pay for what you actually send: roughly $10 covers about 10,000 emails or 1,000 texts.

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crm.getpinnacle.ai/marketing/emails

Design emails without a designer

Start from a template, drag in the sections you want, drop in your logo and colors, and send. You can write a plain-text-style note in a minute or build a full newsletter — both come out of the same builder, and both look right on a phone.

  • Drag-and-drop email builder — no code, no designer
  • Template library for newsletters, offers and announcements
  • Save your own templates so the next send takes minutes
  • One-off broadcasts to a list, a tag or a smart list
  • Schedule a send for later, or send it now
  • Open and click tracking on every campaign
crm.getpinnacle.ai/marketing/emails

Two-way texting that actually gets read

Text messages get opened. In Pinnacle Ai, texting is a real conversation instead of a blast: you send, they reply, and the reply lands in your unified inbox next to that customer's email, calls and DMs — so whoever answers has the whole history in front of them.

  • Send and receive SMS and MMS from your business number
  • Replies land in the unified inbox on the contact record
  • Saved text templates for the messages you send daily
  • Personalization like first name, service and appointment time
  • Images and links in MMS
  • Opt-out handling so unsubscribes are respected automatically

Every text reply shows up in the unified inbox — see the unified inbox.

crm.getpinnacle.ai/marketing/sms

Broadcast composer

Spring is here — book your tune-up and save 15% through March.

Email · onSMS · onWhatsApp · onMessenger · on

Schedule broadcast

Last send

  • Delivered1,206
  • Opened58%
  • Replies212
  • Booked63

Who should get this message? Smart lists and segmentation

The fastest way to make email and text work is to stop sending everything to everyone. Build a list by tag, behavior or pipeline stage and it keeps itself current as people match or drop out — so a "quoted but never booked" list is always accurate.

  • Smart lists that update themselves as contacts match
  • Segment by tag, source, service, pipeline stage or last activity
  • Birthday, anniversary and seasonal campaigns
  • Win-back sends to customers you have not seen in months
  • Suppress people who already booked so they stop getting the offer

Reactivating an old list is its own play — see how reactivation works.

crm.getpinnacle.ai/contacts/smart-lists

Automate the follow-up so you are not sending by hand

Broadcasts are for news. Campaigns are for follow-up. A form fill, a booking, a missed call or a pipeline change can start a sequence of texts and emails that runs on its own — and stops the moment the person replies or books.

  • Trigger sequences from a form fill, booking or stage change
  • Mix texts and emails in the same sequence, with wait steps
  • Stop the sequence automatically on a reply or a booking
  • Reminders and no-show follow-up for appointments
  • Content AI can draft the copy for you — included and metered by plan

Build the sequences in the workflow builder — see automation & workflows.

crm.getpinnacle.ai/automation/campaigns

Campaign calendar · March

  • Mar 4Birthday texts · automatic
  • Mar 11Spring tune-up campaign
  • Mar 18Newsletter · Content AI draft ready
  • Mar 25Win-back: one-time customers

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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“I can't say enough great things about Pinnacle Ai and Charles, the owner. As a business networking organizer, Pinnacle Ai has made my work so much easier. I love the platform's features, including creating landing pages, automating tasks, and organizing my connections. It's excellent for targeted email campaigns and follow-up sequences, allowing me to stay in touch with my contacts. But what really sets Pinnacle Ai apart is Charles' exceptional customer se…”
Matt DuBois
crm.getpinnacle.ai/contacts/smart-lists
Quoted, never booked112
Past customers, 12+ months416
Opted in for texts1,038
Lists update themselves

Keep exploring

Where this fits with everything else

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FAQ

Questions, answered

There is no artificial monthly cap on campaigns, but emails and texts are not free — they are billed at cost-based usage rates on top of your flat plan, so you pay for exactly what you send. As a rough guide, about $10 covers 10,000 emails or 1,000 texts. Your plan price stays the same: Core $297/mo, Growth $397/mo or Pro $497/mo.

Yes. Every reply — text, email, Facebook Messenger, Instagram DM, WhatsApp or webchat — lands in one unified inbox on that customer's record, in the order it happened. You reply from the same thread, and your team sees it was handled.

Yes. Any email or SMS broadcast can be scheduled for a future date and time, so you can build a month of sends in one sitting. Automated campaigns run on triggers instead of a calendar, and the two work together.

Yes. A2P 10DLC registration is required by US carriers for business texting, and we walk through it with you on the Tech Setup call in your first week — a one-hour 1-on-1 Zoom where we also handle your domain, custom email, webchat widget, calendars and phone setup. That call is included free on every plan.

You get a business number inside Pinnacle Ai for texting and calls, and your existing number can usually be ported or forwarded so callers keep dialing what they already know. Your team goes through the options with you on the Tech Setup call.

See email and text campaigns run in a real account.

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No contracts · Unlimited users & contacts · Cancel anytime

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