Get this 100% customizable Annuities & IUL System with everything you need to start building and automating your business.
All CRM Features Plus:
Proven Lead Generating Funnels
Complete Sales Tracking Pipeline
Appointment Booking Calendars
Appointment Booking Automations
Instant Lead Notifications & Follow-Ups
Database Reactivation Campaigns
1 on 1 Onboarding & Account Setup
24/7 Live Chat & Zoom Support
Exclusive Training Academy
Online Community Access
Yes! You can cancel anytime if you are not satisfied with our services. Although, we know you're gonna love us!
YES! We provide you with help docs, video how to tutorials, step-by-step guides, interactive user guides, and even Live Chat tech support. If that's not enough, we also offer on-demand Zoom support. You will have all the help you need to be fully successful!
We want to make sure you are set up for success, so help you get set up and train you on how to use Pinnacle Ai CRM on a day to day basis. You'll be greeted with a hour long training session and technical set up call. You'll experience a white-glove onboarding experience to get you ready to grow your business.
The monthly subscription covers your access to the platform and allows for you to have unlimited users within it. The only other fee that may be charged is for usage of SMS & Email. However, these charges are minimal just $10 dollars will give you about 10,000 emails or 1,000 text messages. Unless you are running extremely large marketing campaigns that much is sufficient for most small businesses. Plus we also provide you with complimentary credits to get your started. Additional details provided in our Terms of Service.
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.
Included
Access Controls/Permissions
Activity Tracking
Auto-Responders
Automated Scheduling
CRM
Calendar Sync
Campaign Analytics
Campaign Tracking
Communities
Customizable Forms
Customizable Templates
Data Import/Export
Document Storage
Electronic Signatures
Email Management
Email Templates
Forecasting
Interaction Tracking
Lead Capture
Lead Management
List Management
Marketing Automation
Multi-Channel Data Collection
Online Booking
Opportunity Management
Pipeline Managment
Recurring Appointments
Reminders
Reporting/Analytics
Review Generation
Sales Forecasting
Sales Reports
Social Media Messaging
Task Management
Third Party Integrations
Workflow Management