Solution

Latest Updates To Pinnacle Ai CRM

External HTTP Requests in Custom Code

External HTTP Requests in Custom Code

External HTTP Requests in Custom Code allows you to add an array of HTTP Requests for you to quickly select from and add to your Custom Code actions in workflows. ...more

system updates

September 09, 2024•1 min read

Late Fees on Invoices

Late Fees on Invoices

Clients being late on a payment can be a real hassle, not only is having to collect payment tedious, but collecting a payment late may force you to incur unexpected expenses. With Late Fees on Invoice... ...more

system updates

September 06, 2024•1 min read

Inventory Management

Inventory Management

Improve your sales efficiency and optimize your product handling by having everything in one place. With Inventory Management, you no longer have to check individual products to know if you need to re... ...more

system updates

September 05, 2024•1 min read

Pay-Per-Lead Model in Affiliate Campaigns

Pay-Per-Lead Model in Affiliate Campaigns

Each lead you get is an amazing opportunity for a new customer. If you’re running an affiliate program that generates leads, what better way to keep users engaged and promoting than giving small rewar... ...more

system updates

September 04, 2024•1 min read

Ability to Add Cards on File to Contacts

Ability to Add Cards on File to Contacts

Optimize your sales process and increase customer retention with the Ability to Add Cards on File to Contacts. This new feature aims to simplify the sales process by allowing you to add credit or debi... ...more

system updates

September 03, 2024•1 min read

Activity Tracking of Documents

Activity Tracking of Documents

Maximize your document completion rate and control the contract closing process with Activity Tracking of Documents. This feature allows you to keep track of the progress of a document, how many times... ...more

system updates

September 02, 2024•1 min read

Auto-Track Affiliates via Attribution in "Add Manual Sales for an Affiliate" Action

Auto-Track Affiliates via Attribution in "Add Manual Sales for an Affiliate" Action

With the "Add Manual Sales for an Affiliate" Action, you can keep your affiliates happy and the commissions paid on time while seamlessly tracking and assigning manual sales to affiliates by using att... ...more

system updates

August 30, 2024•1 min read

Daily Summary Reminders

Daily Summary Reminders

Running a business is no simple task, there are fires to put out and tasks to complete. The best way to keep on schedule is with Daily Summary Reminders. This feature sends you a daily notification ab... ...more

system updates

August 27, 2024•1 min read

Look Busy in Calendars

Look Busy in Calendars

Improve your booking rate, maintain a professional, and make yourself more desirable with Look Busy in Calendars. This feature helps you create urgency for your services by reducing the available time... ...more

system updates

August 27, 2024•1 min read

Bulk Edit in Opportunities

Bulk Edit in Opportunities

Reduce your workload and modify several contacts as a unit with Bulk Edit in Opportunities. This feature allows you to select multiple contacts and apply changes to them, keeping the experience fast a... ...more

system updates

August 27, 2024•1 min read

Review QR Codes

Review QR Codes

Enhance your reputation management and boost your reviews with Review QR Codes. This feature is designed to simplify, streamline, and grow your reviews as well as your online presence. ...more

system updates

August 23, 2024•1 min read

Error Notifications in Workflows

Error Notifications in Workflows

Smoothly run your business and ensure client satisfaction with a well-oiled machine, and maintain better control of your workflow by enabling Error Notifications in Workflows. ...more

system updates

August 22, 2024•1 min read

Attribution and UTM Parameter Filters for Opportunity Widgets

Attribution and UTM Parameter Filters for Opportunity Widgets

This feature allows you to gain a deeper understanding of your contacts and opportunities based on their source and activities. The data gained can be filtered by properties such as Activity, Session ... ...more

system updates

August 22, 2024•1 min read

Social Planner Statistics

Social Planner Statistics

Maximize your social media engagement and gain detailed insights by using your Social Planner Statistics. This feature allows you to monitor the performance of your posts and reproduce that success in... ...more

system updates

August 22, 2024•1 min read

Math Calculation in Forms & Surveys

Math Calculation in Forms & Surveys

Ease your process by adding calculations directly to your forms and surveys, surprising your customers with automated results based on your desired logic. ...more

system updates

August 21, 2024•1 min read

Sales Efficiency Widget on the Dashboard

Sales Efficiency Widget on the Dashboard

Gain insight into your sales metrics, monitor your sales, and ensure your team achieves their best performance with the Sales Efficiency Widget. ...more

system updates

August 21, 2024•1 min read

History for GPT Actions

History for GPT Actions

Get the best output from your GPT actions based on past interactions, retaining and utilizing history allows you to create the most personalized responses possible. ...more

system updates

August 21, 2024•1 min read

Log External Call

Log External Call

Keeping your calls in just one place has never been easier, no need to change numbers, you can keep track of all calls inside your CRM even if you are using your office number by using the Log Externa... ...more

system updates

August 20, 2024•1 min read

Direct Checkout for Products

Direct Checkout for Products

Simplify your process and maximize your email sales with Direct Checkout for Products. This feature allows you to minimize friction in your customer's shopping experience by removing the extra steps a... ...more

system updates

August 20, 2024•1 min read

UTM Parameters in Email Builder

UTM Parameters in Email Builder

Take your emails to the next level with the addition of UTM Parameters to your campaigns. This feature allows you to track all the important pieces to your mailing success. ...more

system updates

August 20, 2024•1 min read

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