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Latest Updates To Pinnacle Ai CRM

Subscription Management in the Client Portal

Subscription Management in the Client Portal

system updates
September 12, 2024•1 min read

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 transactions, providing customer satisfaction and giving you the space to offer upgrades and downgrades.

⭐️Why Is This Feature Beneficial To Your Business?

  • Enhanced Convenience: Keeping all subscriptions, invoices, and transactions in one place making easier for you and your customers to handle actions related to payments.

  • Increase Customer Trust: By allowing your customers to manage their subscriptions you create a feeling of control and security that maximizes their confidence in your business.

  • Control Over Access: Even with this feature the control is in your hands, you can either allow your customers to view this tab or if you want for you and your team to be the ones in control.

⭐️How To Use Subscription Management in the Client Portal:

  1. Open the client portal and access your profile settings.

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  2. Inside the Account settings go to the Billing and Subscription tab, where users can manage and monitor their subscriptions, transactions, and invoices.

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  3. Click the three dots next to the item to interact with it.

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  4. With Filters, you can limit the results to certain dates, statuses, or sources.

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Subscription Management in the Client Portal lets users handle all things related to payments, allowing users to manage their subscriptions, transactions, and invoices, you save time and effort, for your audience members, it creates a sense of control and empowerment over their own experience.

Client PortalNew UpdatesNew FeatureSubscription ManagementPayment Management
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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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