Solution

Ready To Win More Clients & Keep Them For Life?

Choose Your Business Type Below and Elevate Your Success Today

Monthly Annually

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 $$$

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.

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