Feature Update: Introducing Contact Activity Cards

Enhancing User Experience with Activity Cards in Pinnacle AI CRM

System Updates
October 23, 2023•1 min read

Pinnacle AI CRM proudly presents its latest feature: Activity Cards. This innovative tool offers users a consolidated view of vital updates, ensuring they remain informed in real-time without the need to switch between different modules.

Feature Highlights

  • Opportunities: Activity cards are generated in real-time when any opportunity is created, updated, or deleted. This ensures users are always informed about potential leads. With a simple click on "View Opportunity", users can make immediate changes.

  • Appointments: Stay updated with every appointment change. Whether an appointment is created, rescheduled, or canceled, an activity card will appear in the conversation panel. The "View Appointment" option allows users to edit the appointment without leaving the conversation panel.

  • Do Not Disturb (DND): If a contact is marked as DND or removed from it, activity cards will notify users about the contact's current preference.

  • Invoices: For enhanced transparency, activity cards will display when an invoice is sent to a contact or when a payment is received. By clicking on "View Invoice", users will be redirected to a new tab to view the detailed invoice.

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Thought-Provoking Questions and Insights

  • Real-time Updates: How can real-time activity cards redefine the way businesses interact with CRM platforms?

  • Efficiency in Navigation: With the introduction of activity cards, how does this feature streamline the user experience, reducing the need to switch between different modules?

  • Enhanced Transparency: How crucial is it for businesses to have immediate access to updates like invoice statuses and appointment changes in today's fast-paced digital environment?

Stay informed and enhance your user experience with the new Activity Cards feature in Pinnacle AI CRM!

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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