THE PLATFORM
One platform for the whole customer journey.
From the first click to the fifth referral — capture, nurture, close, evangelize, and reactivate, all in one login.
- Jordan B.SMS
Can you come Thursday?
- Priya N.Facebook
What does the install cost?
- Ivy SandovalEmail
Sending over the photos now
- Trent BoydSMS
Thanks — see you at 9.
Hi! Can you come out Thursday to look at the kitchen?
Absolutely. I have 10:00am or 2:30pm open — which works?
2:30 please.
Booked: Thu 2:30pm
New lead
- Whitlock · $2,400
- Peña · $8,100
Estimate sent
- Sandoval · $5,600
Won
- Boyd · $3,200
- Ruiz · $1,150
Five stages, one system — pick a stage to go deeper.
CAPTURE
Get more leads in the door
Attract the right people, turn interest into leads and keep your pipeline full.
- CRM
- Websites, funnels & landing pages
- Chat widget with Conversation AI
- Missed-call text-back
NURTURE
Build relationships that convert
The tools you need to follow up, stay relevant and build trust.
- One conversation stream: SMS, Messenger, IG DM, WhatsApp & livechat
- Sales pipelines
- Workflows & automations
- Appointment reminders
CLOSE
Close deals with less back-and-forth
Remove friction and turn conversations into paying customers.
- Estimates & proposals
- Invoicing & payment integrations
- Text-2-Pay & Tap-2-Pay
- Order forms with upsells
EVANGELIZE
Create fans, not just customers
Everything you need to turn happy customers into reviews, referrals and buzz.
- Reputation management
- Automated review requests
- AI review reply
- Affiliate manager for referrals
REACTIVATE
Get back on their radar
Re-engage past leads and customers with timely messages that drive repeat sales.
- Broadcast campaigns: email, SMS, WhatsApp & Messenger
- Smart lists & segmentation
- Birthday & seasonal campaigns
- Database reactivation templates
Every stage gets smarter with an AI Employee.
8:41pm · SMS
Do you have anything open this week?
We do — Tuesday at 2:00pm or Wednesday at 9:00am. Which is easier?
Tuesday works.
Booked: Tue 2:00pm
YOUR FIRST WEEK
Set up with you, not dumped on you.
Tell us about your business
Right after signup, a short onboarding form — business name, domain, and what you do.
Tech Setup call — 1 hour, 1-on-1 on Zoom
We handle the technical stuff with you: text-messaging registration (A2P), your domain and custom email, webchat widget install, social media connections, calendars, phone setup, and your custom values.
Training call — 1 hour, 1-on-1 on Zoom
We roll up our sleeves and show you how to use the system in real life. No tech overload — just the daily tools, habits, and features you'll actually use, tailored to your setup.
You keep everything
Both calls are recorded and sent to you with a summary. And we check in at 30, 60, and 90 days to make sure it stuck. Plus lifetime access to our full course library and training videos, so you can go deeper whenever you want. From there: 24/7 live chat & Zoom support plus bi-weekly live office hours.
Included free on every plan. Competitors charge $500–$3,000 for this.
“Jerome at Pinnacle Ai was super helpful, understanding and patient as he led me through the onboarding process and use of this incredible CRM.”
“Pinnacle AI has been so helpful to me. Someone is always available with answering questions. It's definitely a sophisticated platform for the serious business person.”
“It's great being able to have all my sales and marketing efforts in one place. Over the years I've used all different kinds of systems, built my own, pieced together systems by hand, but when using Pinnacle.ai I found that everything's there. I used to be afraid to use an all-in-one solution, but now that I'm where I am in business, it's not nearly as scary. I know it's a huge benefit and I'm learning more every day.”