Pinnacle Ai CRM Industry Guides

The roadmap for growing an Medical Practice (such as Medspas, Chiropractors, etc.) online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers into patrons.

Industry Playbook - Medical Practice

How It Works

Step 1

Capture More

Leads

Easily collect leads from your website, social media, or any other online source using our powerful lead capture tools.

Step 2

Book More

Appointments

Stop losing out on potential sales because you aren't capturing your leads. Now that people know about you, let's capture those leads so we can convert them to customers.

Step 3

Unlock New Opportunities

With the convenience and efficiency of Pinnacle Ai CRM you are unlocking opportunities that will lead to more sales and more WINS!

Step 1

Capture More Leads

Install the SMS Webchat Widget on your Medical Practice's website.
Integrate your Medical Practice's Google Business Profile to activate Google Chat
Activate The Missed-Call Text-Back so that any unanswered calls to your Medical Practice immediately receive a text message saying, “Sorry we missed your call - how can we help?”

Step 2

Nurture Leads into Bookings

Configure helpful Text Snippets for phrases & links that your Medical Practice often sends to people.
Activate Conversation AI so your Medical Practice has a fully trained, always-on assistant to conversationally convert leads into bookings.

Step 3

Turn Leads into Sales

Configure Payment Integration for Payment Forms, Paid Appointment Calendars, Text-2-Pay, and Tap-2-Pay.

Step 4

Turn Sales into Positive Reviews

Configure Email & SMS Review Request Templates so your Medical Practice can quickly & easily request reviews with the tap of a button.

Step 5

Turn Sales Into Repeat Customers

Configure Newsletter Email Template so your Medical Practice can easily send out news, updates, and promotions to their contacts.

SOCIAL MEDIA PLANNER

Grow Your Audience & Attract New Customers

Automatically plan and publish posts for your social media accountsSchedule posts for all your social networks to save you tons of time
Visualize all of your scheduled content in our social calendar
"Set it and forget it" - schedule your posts ahead of time for Facebook, Instagram, and Google My Business

Watch and Listen To What Our Satisfied Customers Have To Say!

See what our clients have to say

Pinnacle Ai CRM offers Expertise & Results!

Being skilled in business marketing and AI programming, Charles is a master and can help you take your business to the next level and beyond. He is great at what he does. You can rest assured he will make great things happen for you.

Deby Miller

Pinnacle Ai CRM has excellent customer service!

Charles is just an all-around great person. In terms of business, he is not just a great customer service person; but he knows his clients and helps you build a successful business.

Lia Biscardi

Pinnacle Ai CRM offers top-notch technology!

I highly recommend Pinnacle Ai! They have the latest technology and software that is perfect for small business owners. Their All-In-One Sales & Marketing CRM Platform is top notch and very user friendly. They also offer great customer service.

Michael Fieger

Pinnacle Ai CRM offers impressive results!

I highly recommend Pinnacle Ai and Charles Higgins! If you are ready to take your business to the next level, look no further. Pinnacle Ai is the place to go and Charles is the man to take you there! I had the privilege of working with him and would HIGHLY recommend you do the same. Thank you Charles Higgins, for your continued support! Much gratitude and appreciation!