Latest Updates To Pinnacle Ai CRM

E-commerce Stores Order Forms | State Dropdown

E-commerce Stores Order Forms | State Dropdown

The CRM now features a state or province dropdown in the e-commerce order form, ensuring accurate address information and a better interface. ...more

system updates

June 24, 20242 min read

Workflows Custom Values | Media Attachments

Workflows Custom Values | Media Attachments

This new feature supports media attachments, enhancing the flexibility and functionality of message workflows within the CRM. ...more

system updates

June 21, 20241 min read

Charge Contacts With Any Connected Payment Provider

Charge Contacts With Any Connected Payment Provider

This feature enables charging and saving cards across multiple payment providers, enhancing flexibility for users with diverse payment processing needs. ...more

system updates

June 21, 20241 min read

E-commerce Search Bar

E-commerce Search Bar

This new feature allows shoppers to easily search for products within the store, improving navigation and customer experience. ...more

system updates

June 21, 20241 min read

Edit Forms & Surveys From Funnels & Websites Builder

Edit Forms & Surveys From Funnels & Websites Builder

This feature allows users to quickly edit forms and surveys directly from the funnel builder interface, enhancing efficiency and the user experience. ...more

system updates

June 20, 20241 min read

Bulk Contact Import Disclaimer

Bulk Contact Import Disclaimer

The CRM now includes a disclaimer during the bulk contact import process, ensuring that your business is aware of your compliance and data protection responsibilities. ...more

system updates

June 19, 20241 min read

Invoice Product Descriptions, Auto Filling & Name Editing

Invoice Product Descriptions, Auto Filling & Name Editing

This feature improves the invoicing process by introducing improved product description import, better autofill capabilities, and a more prominent invoice name field. ...more

system updates

June 19, 20242 min read

Add_Remove Contact Follower Workflow Actions

Add_Remove Contact Follower Workflow Actions

This feature allows businesses to automate the process of adding or removing followers from contacts, eliminating manual tasks and enhancing efficiency within the CRM. ...more

system updates

June 18, 20241 min read

Opportunity - Decoupling Contact & Opportunity Owners

Opportunity - Decoupling Contact & Opportunity Owners

This feature allows businesses within the CRM to assign separate owners for contacts and opportunities, providing enhanced flexibility and delegation of responsibilities within their organization. ...more

system updates

June 18, 20241 min read

Form & Survey Update | Hyperlinks To Text

Form & Survey Update | Hyperlinks To Text

The new feature enables businesses to add hyperlinks to text fields within forms and surveys, allowing them to enhance customer experience by providing additional context or resources through direct l... ...more

system updates

June 17, 20241 min read

Signing Order In Documents & Contracts

Signing Order In Documents & Contracts

This feature allows businesses to manage the signing order of documents and contracts, enhancing control and efficiency in the document signing process. ...more

system updates

June 17, 20241 min read

Affiliate Manager | Setup Fees In Commission

Affiliate Manager | Setup Fees In Commission

The new feature in the affiliate management system allows businesses to include setup fees as part of commission calculations, providing incentives for affiliates to promote upsells and generate more ... ...more

system updates

June 14, 20241 min read

Mobile Invoice Payment Recording

Mobile Invoice Payment Recording

Businesses can now conveniently record payments directly on invoices within the mobile app, streamlining transaction management whether it's for on-the-go sales at events like farmer's markets or for ... ...more

system updates

June 13, 20241 min read

Add PayPal Accounts For Affiliate Payouts

Add PayPal Accounts For Affiliate Payouts

This feature allows businesses to seamlessly add and manage PayPal payout methods for affiliates, enhancing affiliate program management efficiency. ...more

system updates

June 12, 20241 min read

Automated Affiliate Payouts

Automated Affiliate Payouts

This feature enables businesses to effortlessly process payouts to affiliates, streamlining the process and saving valuable time in managing affiliate programs within the CRM. ...more

system updates

June 11, 20242 min read

Notes & Tasks On The Conversations Page

Notes & Tasks On The Conversations Page

This feature provides businesses with a seamless way to organize and track important information without navigating away from their ongoing conversations. ...more

system updates

June 06, 20241 min read

Delete Payment Links

Delete Payment Links

This feature enables businesses to easily delete payment links, providing a seamless way to manage and control their payment processes directly within the CRM. ...more

system updates

June 06, 20241 min read

Domain Connect Integration with Client Portal

Domain Connect Integration with Client Portal

This feature allows businesses to connect their custom domain to the Client Portal, enhancing branding and providing a seamless experience for clients accessing their account, thereby improving engage... ...more

system updates

June 04, 20241 min read

Google Fonts In Email Builder

Google Fonts In Email Builder

This new feature provides businesses with a wide range of font options to enhance the visual appeal and customization of their email campaigns, ultimately elevating the business experience. ...more

system updates

June 03, 20241 min read

Partial Payments On Invoices

Partial Payments On Invoices

This feature allows businesses to set a minimum percentage of the total invoice amount that can be collected from end customers, providing flexibility and convenience for customers to pay in installme... ...more

system updates

May 31, 20241 min read

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