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CAPTURE

Get more leads in the door

Attract the right people, turn interest into leads and keep your pipeline full.

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crm.getpinnacle.ai/funnels

Funnel builder

1Landing page
2Quiz: what do you need?
3Lead form
4Thank you + booking

Ad Manager

  • Google · Search38 leads
  • Facebook · Local24 leads
  • Instagram · Reels11 leads

All leads land in your CRM.

Lead capture is the work of turning website visitors, phone callers, and social DMs into contacts you can actually follow up with. In Pinnacle Ai that happens through a website chat widget that moves the conversation to text, forms and quizzes, booking calendars, landing pages and funnels, QR codes, and missed-call text-back. Every lead — no matter which channel it came from — lands in one CRM with the source attached, so nothing sits in a notebook or a personal phone.

Chat that doesn't end when they leave your site

Our chat widget turns website conversations into text messages, so the lead stays live even after they close the tab. Conversation AI can answer and qualify around the clock.

crm.getpinnacle.ai/chat-widget

A missed call is not a lost customer

When you can't pick up, Pinnacle Ai texts the caller back instantly — 'Sorry we missed you, how can we help?' — and the conversation starts anyway. Call tracking shows you which numbers drive business.

crm.getpinnacle.ai/calls
Missed call · (615) 555-01938:12 AM

Sorry we missed you, how can we help?

Need a quote for gutter cleaning.

Happy to help — what's the address? I can book you this week.

Calls tracked

312

Recovered

48

Booked

31

Pages that fill your pipeline

Websites, funnels, landing pages, and webinar funnels with forms, surveys and quizzes wired straight into your CRM. Run Google, Facebook & Instagram ads with the built-in Ad Manager.

crm.getpinnacle.ai/sites

Forms, surveys and quizzes that qualify for you

Build a form or survey in minutes, drop it on any page, and let the answers route the lead to the right follow-up automatically.

crm.getpinnacle.ai/forms

Capture leads everywhere you meet them

Inbound SMS and social DMs, QR codes, the AI business-card scanner, and the prospecting tool — every channel lands in one contact list.

crm.getpinnacle.ai/contacts

Step by step

How lead capture works in Pinnacle Ai

  1. 1Put capture points everywhereChat widget, forms, funnel pages, QR codes and a tracked phone number.
  2. 2A lead raises a handThey chat, submit a form, scan a code, or call and don't get an answer.
  3. 3The contact is created instantlyName, number, message and source land in the CRM in one record.
  4. 4First reply goes out in secondsConversation AI or a workflow answers, qualifies, and offers a time to book.

Everything in Capture

  • CRM
  • Voice AI
  • Forms, Surveys & Quizzes
  • Websites, Funnels & Landing Pages
  • Webinar Funnels
  • Chat Widget / Conversation AI
  • Call Tracking
  • Inbound SMS & Social DMs
  • Social Planner
  • Missed Call Text-Back
  • AI Biz Card Scanner
  • QR Codes
  • Prospecting Tool
  • Ad Manager (Google/FB/Insta Ads)

What is missed-call text-back?

Missed-call text-back is an automatic text message sent to anyone who calls your business and doesn't get an answer. The moment the call ends unanswered, the caller gets an SMS — something like “Sorry we missed your call, how can we help?” — and the conversation continues by text instead of ending in voicemail. That matters because most people won't leave a voicemail and won't call twice; they call the next business on the list. The reply lands in your shared inbox, so whoever is free can pick it up, answer questions, and book the job without ever calling back.

crm.getpinnacle.ai/inbox

Missed call — 4:12pm

Sorry we missed your call — how can we help?

Need someone out this week for a quote.

Booked

How do you capture leads from a website?

You capture leads from a website by giving visitors more than one easy way to raise a hand, then routing all of them into one contact list. A chat widget catches people who won't fill out a form, forms and quizzes qualify people who prefer to type, and a booking calendar catches the ones who are ready now. Landing pages and funnels give each offer its own page, so the ad, the promise and the form all match. Every submission creates a CRM contact with the page and source recorded.

  • Add a chat widget that converts to SMS so the lead stays live
  • Use forms, surveys and quizzes to qualify before you call
  • Put a booking calendar on the page for people ready to schedule
crm.getpinnacle.ai/contacts

New leads today, by capture point

  • Website chat → SMS

  • Quote request form

  • Booking calendar

Every lead tagged with its page and source

Do webchat widgets actually work?

Webchat widgets only work when the conversation can leave the website. A traditional chat box dies the second the visitor closes the tab — you get an email transcript, they get nothing, and neither of you can continue. Our widget asks for a mobile number and moves the thread to text, so the lead keeps talking from the car, the job site or the couch, and you can answer hours later without losing them. Conversation AI can handle the first replies around the clock, qualify the request, and hand a warm, booked lead to a human.

  • Web chat converts to a text thread, not an email transcript
  • Conversation AI answers and qualifies overnight and on weekends
  • The full history stays on the contact record for whoever picks it up
crm.getpinnacle.ai/inbox

Web chat — 9:48pm

Happy to help. What's the best mobile number to text you on?

555-0142 — can someone come out Thursday?

Booked

Everything on this page is included on every plan — set up with you in your first week.

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Works for your industry

Capture, tuned to your business

Captured leads flow straight into Nurture →.

Stuck? A human sets it up with you — two 1-on-1 Zoom calls in week one, plus 24/7 chat & Zoom support.

How onboarding works →
Next stageNurture
Back to the platform overview

FAQ

Capture questions

It becomes a contact in your CRM with the source, the first message and the page or number it came from. From there a workflow can text them, add them to a pipeline, notify your team and offer a booking link — automatically, within seconds.

Yes — the Pinnacle Ai inbox handles social messages. Instagram DMs, Facebook Messenger, WhatsApp, SMS and website chat all land in the same conversation stream, and each one creates or updates a contact so the history stays in one place.

No website of your own is required. You can build websites, funnels and landing pages inside Pinnacle Ai, and capture works without any site at all through your tracked phone number, QR codes, social DMs and booking links. If you already have a site, the chat widget and forms drop onto it.

A webinar funnel is a registration page, reminder sequence and replay page for a live or recorded presentation. People register, get automatic reminders by email and text, and everyone who attends or misses lands in the CRM for follow-up.

Within minutes. Most people contact more than one business and go with whoever answers first, so an automatic first reply — sent by Conversation AI or a workflow — protects the lead until a human is free.

See the whole Capture toolkit in the demo.

Chat widget, missed-call text-back, forms, funnels, QR codes and call tracking — included on every plan and set up with you on a 1-on-1 Zoom call in your first week.

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No contracts · Unlimited users & contacts · Cancel anytime

“Pinnacle has changed the way I do business. It's jam packed with features and functionality. The customer support within the platform is also insane. Every feature request I've thought of or asked for has already been on the books and scheduled for release in the immediate future. Definitely the best crm+more I've come across!!”
Jeff Sera, Pinnacle Ai customerJeff Sera

See Capture working with the other four stages.

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