Transactions, Invoices & Subscriptions In The CRM Contact

Transactions, Invoices & Subscriptions In The CRM Contact

February 19, 20241 min read

Our CRM has just rolled out a game-changing update, allowing you to effortlessly manage transactions, subscriptions, and invoices directly within a contact's record. Gain instant access to comprehensive financial insights, streamline your workflow, and even run charges in-line for a seamless and efficient business experience.

Transactions, Invoices & Subscriptions In The CRM Contact: Our CRM now allows you to seamlessly view and manage transactions, subscriptions, and invoices directly within a contact's record, providing a centralized and efficient way to track and handle financial interactions.

⭐️ Why Does It Matter To Your Business?

  • Effortless Access: Instantly view a contact's transactions, subscriptions, and invoices without navigating to different tabs, streamlining your workflow.

  • Comprehensive Customer Insight: Gain a holistic view of a contact's financial history and interactions in one place, facilitating informed decision-making.

  • In-Line Charge Capability: Run charges for customers directly within their contact record, reducing the steps needed to manage financial transactions.

⭐️ How To Use Transactions, Invoices & Subscriptions In The CRM Contact:

  1. Before the update we used to Access the payment from the left navigation menu and select the invoices tab from the upper navigation menu to view the invoices.

    A screenshot of a computerDescription automatically generated
  2. Similarly, we used to view the transactions from the transactions tab in payments.

    A screenshot of a computerDescription automatically generated
  3. And same goes for the subscriptions.

    A screenshot of a computerDescription automatically generated
  4. Now you can view all these details by accessing the contacts tab from the left navigation menu then in smart lists select the required contact.

    A screenshot of a computerDescription automatically generated
  5. Now click on the payment’s icon from the right panel to view all these details.

    A screenshot of a computerDescription automatically generated

    Enhance your financial management experience with our CRM's latest feature, offering a more convenient and consolidated approach to handling transactions, subscriptions, and invoices. Check it out now for an optimized and streamlined business workflow.

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.

Back to Blog

© Copyright Pinnacle Ai 2024

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.