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CLOSE

Close deals with less back-and-forth

Remove friction and turn conversations into paying customers.

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crm.getpinnacle.ai/pipeline

New lead

  • Whitlock · $2,400

    Score 42

  • Peña · $8,100

    Score 31

Estimate sent

  • Sandoval · $5,600

    Score 78

Ready to close

  • Boyd · $3,200

    Score 94

Closing tools are everything that happens between “yes, I'm interested” and money in the bank. In Pinnacle Ai that's a visual sales pipeline, estimates and proposals with e-signature, invoices that build themselves from the accepted proposal, and payment by text with Text-2-Pay and Tap-2-Pay. Lead scoring shows who's closest to buying, and order forms with upsells raise the value of each sale at the exact moment the customer says yes.

From estimate to signed to paid

Send estimates and proposals with e-signature, then convert them to invoices automatically. No re-typing, no chasing.

crm.getpinnacle.ai/proposals

Get paid in the text thread

Text-2-Pay and Tap-2-Pay let customers pay the moment they say yes. Send an invoice in 30 seconds.

crm.getpinnacle.ai/payments

Know who's ready

Lead scoring and visual pipelines show exactly who's closest to buying, so you spend your time where it pays.

crm.getpinnacle.ai/opportunities

Sell more per sale

Order forms with upsells and downsells, one-click upsell funnels, paid calendars, memberships and courses, gift cards and loyalty programs.

crm.getpinnacle.ai/order-forms

Order form

Deep clean — $189

Add windows for $49?

One-click bump offer

Monthly plan — save 15%

Complete order

Also selling

  • Memberships & courses
  • One-click upsell funnels
  • Gift cards
  • Loyalty program

Avg. order value +$37

Step by step

How closing works in Pinnacle Ai

  1. 1The deal enters a pipelineEvery opportunity sits in a stage you can see at a glance.
  2. 2You send the estimate or proposalBranded, e-signable, and trackable — you know when it's opened.
  3. 3They sign and payThe proposal converts to an invoice; Text-2-Pay collects the deposit.
  4. 4Follow-up runs on anything unsignedAutomatic nudges on day 1 and day 3 until you get an answer.

Everything in Close

  • Lead Scoring
  • Estimates & Proposals
  • Invoicing
  • Payment Integrations
  • Paid Calendars
  • Order Forms / Upsells / Downsells
  • Membership Offers / Courses
  • One-click Upsell Funnels
  • Text-2-Pay
  • Tap-2-Pay
  • Gift Cards
  • Loyalty Programs

What is Text-2-Pay?

Text-2-Pay is a payment link sent by SMS the moment a customer agrees to buy. Instead of mailing an invoice and waiting, you tap send, they tap the link and pay from their phone in the same conversation where they said yes — card or digital wallet, no app, no login. The payment posts against the invoice automatically, so your records update without re-typing anything. Tap-2-Pay does the same thing in person: take a card on your phone at the kitchen table or the front counter, with the receipt texted straight to the customer.

crm.getpinnacle.ai/inbox

Proposal accepted — 11:04am

Here's your invoice — tap to pay the 30% deposit.

Paid ✓

Booked

How do sales pipelines help a small business?

A sales pipeline shows every open deal by stage, so you can see who's closest to buying and what's stalled. Instead of a notebook, a whiteboard and three people's memories, each opportunity has a value, a stage and a next step, and moving a card can trigger the follow-up automatically. That does two things: nothing gets forgotten between “I'll send a quote” and “did we ever hear back?”, and you can predict the month from what's actually in the pipe rather than a feeling.

  • See every open deal by stage and value in one board
  • Lead scoring surfaces who's ready to buy right now
  • Moving a card can trigger the next follow-up automatically
crm.getpinnacle.ai/opportunities
New enquiry9 · $14,200
Quote sent6 · $22,800
Follow-up due4 · $9,400
Won this month7 · $18,600
Nothing sits without a next step

How do you cut quote-to-close time?

Cut quote-to-close time by removing every wait state between the quote and the payment. Follow up on every estimate on day 0, day 1 and day 3 automatically instead of when you remember. Let people sign on their phone with e-signature rather than printing and scanning. Ask for a deposit with a payment link inside the same thread, so the commitment happens while enthusiasm is high. And offer the upgrade at the moment of yes — order forms with upsells and one-click upsell funnels raise the average sale without another conversation.

  • Automatic estimate follow-ups on day 0, 1 and 3
  • E-signature on the phone, then straight to an invoice
  • Deposit link and upsell offered at the moment of yes
crm.getpinnacle.ai/inbox

Proposal viewed — 11:05am

Signed copy is ready — tap to e-sign and pay the deposit.

Signed and paid, thanks!

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

Close, tuned to your business

Warm conversations come from Nurture →, and new customers move on to Evangelize →.

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 →
Previous stageNurtureNext stageEvangelize
Back to the platform overview

FAQ

Close questions

Yes — estimates convert to invoices in Pinnacle Ai. When a customer accepts and signs an estimate or proposal, it converts to an invoice with the same line items — no re-typing, no second document to keep in sync.

You can collect a percentage or fixed deposit up front, split the balance into scheduled payments, and set up recurring billing for memberships or maintenance plans. Every payment posts against the customer record.

Yes — gift cards, memberships, courses and loyalty programs all run inside the platform, with order forms, upsells and downsells available on any offer.

Lead scoring assigns points based on what a contact does — opening messages, clicking a booking link, replying, visiting a pricing page — so the people most likely to buy rise to the top of your list instead of being buried.

Card fees are set by the payment provider you connect, not by us — we don't add a transaction fee on top. Your plan price stays flat at $297, $397 or $497 a month.

See the whole Close toolkit in the demo.

Pipelines, proposals with e-signature, invoicing, Text-2-Pay and upsell order forms — included on every plan, with white-glove setup in your first week.

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No contracts · Unlimited users & contacts · Cancel anytime

“good support and a lot of opportunity for managing business”
Gary Chayevsky

See Close working with the other four stages.

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