Ready To Win More Clients & Keep Them For Life?
Choose Your Business Type Below and Elevate Your Success Today
Entrepreneur
$297 Monthly
$2,970 Annually
SAVE $$$
Small Business
$297 Monthly
$2,970 Annually
SAVE $$$
ERC Consultant
$297 Monthly
$2,970 Annually
SAVE $$$
Financial Advisor
$297 Monthly
$2,970 Annually
SAVE $$$
Life Insurance
$297 Monthly
$2,970 Annually
SAVE $$$
Mortgage Lender
$297 Monthly
$2,970 Annually
SAVE $$$
Real Estate Agent
$297 Monthly
$2,970 Annually
SAVE $$$
Solar Sales
$297 Monthly
$2,970 Annually
SAVE $$$
Tax Preparation
$297 Monthly
$2,970 Annually
SAVE $$$
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$470 Annually
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Entrepreneur
All CRM Features Plus:
Automated Sales Pipeline
52 Weekly Nurture Campaign
12 Month by Month Email Campaign
Invoicing Automation
Link Tree Page
Pre-Built Checkout Page
After-Purchase Email Automation
Abandoned Cart Sequence
Appointment Confirm & Reminders
Cancel/No Show Sequence
Incoming Lead Auto Follow-Up
Automated Review Request
Email Subscription Management
24/7 Live Chat & Zoom Support
1 on 1 Onboarding
Complete Business In A Box
Small Business
All CRM Features Plus:
Automated Sales Pipeline
Easy Online Appointment Booking
Appointment Confirmations + Reminders
No Show, Cancel & Reschedule Sequence
Link Tree Pages
Database Reactivation
Organizing Notes & Post Meeting Follow-Up
52 Week SMS Nurture Templates
Year Long Email Nurture Templates
12 Beautifully Designed Holiday Emails
9 Incoming Lead Follow Up Workflows
Birthday Promo Campaign
Advanced Review Request Campaign
Referral Marketing Campaign
SMS Marketing Promo Offer Workflow
5 Year Promotional Nurture Sequence
Advanced Missed Call Text Back
4 Lead Magnet Templates
Checkout Page & After-Purchase Emails
Abandoned Cart Nurture Sequence
Invoice Reminders & Tracking
Refund/Cancellation Management
Email/SMS Subscription Management
24/7 Live Chat & Zoom Support
1 on 1 Onboarding
Real Estate Agent
All CRM Features Plus:
Automated Sales Pipeline
Easy Online Appointment Booking
Appointment Confirm + Reminders
13 Lead Generation Funnels
Nurture Workflows For Each Funnel
Over 240 Text & Email Templates
Nurture, Appointment & Lead Response Workflows (39 Total)
Easy To Manage Sales Pipelines
Video Lesson: How To Get 3-5 Real Estate Leads Per Day Using Facebook
12 Facebook Ads Templates
24/7 Live Chat & Zoom Support
1 on 1 Onboarding
Feature Comparison
Essential Features
Entrepreneur
Small Business
Real Estate Agent
CRM & Contact Management
Smart Contact List
Unified Conversations Inbox
2 Way Email & SMS Messaging
GMB Messaging
Web Chat Widget
Automated Review Requests
Respond To Reviews
Reputation Management
Facebook Messenger
GMB Call Tracking
Missed Call AutoText Back
Missed Call Notifications & Reminders
Text To Pay
Mobile App
Keyword SMS Marketing
SMS Drip Campaigns
SMS Blasts
Call recording
Text To Pay
Make Outbound Calls
Calendar & Appointment Booking
Zoom & Google Meet Integration
Sales Opportunities & Pipelines
Funnel Builder
Form & Survey Builder
Email Marketing & Email Builder
Create Tasks & Notes
Affiliate Program Manager
Automatic Appointment Reminders
Appointment Cancellation & No Show Follow up
Automated Request A Call Back
Happy Birthday Email/SMS
Pre Designed Holiday Emails
SMS & Email Template Builder
Quickbooks Integration
Media Library To Store Docs & Photos
Advanced Features
Create Unlimited Websites
Membership & Course Builder
Friends & Family Referral System
Refunds & Cancellation Request Management
Lead Opt-in Funnels
Lead Opt-in Nurture Emails & SMS
Create Unlimited Automations
Social Media Calendar & Posting
Payments & One Off Invoices
Recurring Invoices
Automated Invoice Reminders
Shopify Integration
Create Unlimited Products One Off & Recurring
Reporting & Analytics
Unlimited Blogs with Full SEO
Voicemail Drops
Reporting & Analytics
Inactive/Lost Lead Promo Nurturing
Call Tracking & Phone Number Pool
Domain & DNS Management
URL Redirects
API Access
Zapier Integrations with 1000s of Apps
Pinnacle Ai CRM Features List
Need a feature that's not listed below? No problem! Shoot us a message.
Our team will gladly check if it's part of our extensive range of unlisted features.
Feature
Included
Feature
Included
AI/Machine Learning
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Auto-Responders
Automated Responses
Automated Scheduling
Billing & Invoicing
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Analytics
Campaign Management
Campaign Tracking
Client Portal
Communities
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customizable Dashboard
Data Import/Export
Data Visualization
Document Storage
Drag & Drop Builders
Electronic Signatures
Email Campaign Management
Email Management
Email Marketing
Email Templates
Engagement Tracking
Forecasting
Group Scheduling
Interaction Tracking
Landing Pages/Web Pages
Lead Capture
Lead Generation
Lead Management
Lead Qualification
List Management
Multi-Media Messaging
Marketing Automation
Mobile Access
Multi-Channel Data Collection
Multi-Location
Online Booking
Online Payments
Opportunity Management
Performance Metrics
Pipeline Managment
Quotes/Estimates
Recurring Appointments
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Response Management
Review Generation
Room Booking
Sales Forecasting
Sales Pipeline Management
Sales Reports
Sales Trend Analysis
Social Media Messaging
Social Media Scheduling
Task Management
Template Management
Third Party Integrations
Website Analytics
Workflow Management
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Ask about our plans, pricing, implementations, or anything else. Our knowledgeable reps are ready to help.
