Latest Updates To Pinnacle Ai CRM

Audiences in Ad Manager

Audiences in Ad Manager

Internet users are constantly exposed to advertisements, including products they will not be interested in by default, so reaching the right people guarantees you the best results. With Audiences in A... ...more

system updates

September 16, 20241 min read

Affiliate Enrolled in Campaign Trigger

Affiliate Enrolled in Campaign Trigger

Maintaining good communication with your affiliates from the beginning ensures they are engaged and you have all the information needed to obtain as many sales as possible. The addition of the Affilia... ...more

system updates

September 16, 20241 min read

Prebuilt Section Templates for Funnels & Website

Prebuilt Section Templates for Funnels & Website

Creating funnels and websites can be time-consuming and complex, so what can you do? With Prebuilt Section Templates for Funnels & Websites, you no longer have to worry about it, instead, you can mix ... ...more

system updates

September 13, 20241 min read

Private Mode for Synched Events

Private Mode for Synched Events

Calendar events reveal a lot about how you spend your day, as many people use their calendars to plan and manage their time. With Private Mode for Synched Events, you no longer have to worry about you... ...more

system updates

September 13, 20241 min read

Set a Default Facebook Page in Ad Manager

Set a Default Facebook Page in Ad Manager

Publishing ads helps you reach bigger audiences and generate more sales, but when using several accounts it can get tedious having to select a page every time. With this new feature, you can set a Def... ...more

system updates

September 12, 20241 min read

Subscription Management in the Client Portal

Subscription Management in the Client Portal

Efficient Subscription Management grants you deeper insights into your revenue and customers' behavior. This feature allows your audience to control and monitor their subscriptions, invoices, and tran... ...more

system updates

September 12, 20241 min read

Brand Boards

Brand Boards

Consistent Branding is your best friend, it creates a solid image for your business that clients can recognize at a glance. This feature will simplify that effort and make your presence stand out by s... ...more

system updates

September 11, 20241 min read

Color Picker in Funnels & Websites

Color Picker in Funnels & Websites

Branding gives your business an identity, making it stand out from the competition, helping you be more recognizable to customers, and builds a positive reputation for your brand. The Color Picker in ... ...more

system updates

September 10, 20241 min read

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, 20241 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, 20241 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, 20241 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, 20241 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, 20241 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, 20241 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, 20241 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, 20241 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, 20241 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, 20241 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, 20241 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, 20241 min read

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