Latest Updates To Pinnacle Ai CRM

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New Feature: ACH Bank Transfer Payments

December 07, 20231 min read

We're thrilled to announce a significant enhancement to our CRM that's set to simplify and enhance your business operations. We've introduced ACH support for invoicing and Text2Pay links in the US, and it brings a host of benefits to your fingertips.

What is the new ACH Bank Transfer Payments? It one-time invoices, Text2Pay links, and recurring invoices, and with auto-payments.👇🏻

⭐️ Why does it matter to your business?

  • Diverse Payment Options: ACH support allows you to offer customers an additional payment method alongside credit cards, improving their convenience.

  • Streamlined Payment Process: Customers can easily pay invoices and Text2Pay links using their US bank accounts, enhancing the payment experience.

  • Automated Recurring Payments: Utilize ACH for recurring payments, ensuring hassle-free, automatic transactions for your clients.

⭐️ How to use the ACH Bank Transfer Payments:

  1. Create an Invoice or Text2Pay as normal.

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  1. When your customer receives the invoice or link, they can now choose to pay using their US bank account.

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  2. When your customer receives the invoice or link, they can now choose to pay using their US bank account.

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  3. Once verified, they can select their bank account for payment and complete the transaction.

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  1. Customize your branding, including your business logo, to provide a personalized experience for your clients.

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Don't miss out on the opportunity to offer your customers a more convenient way to pay and improve your business's efficiency.

If you have any questions or need assistance with this new feature, our support team is here to help. Thank you for choosing our CRM, and we look forward to seeing the positive impact this enhancement will have on your business.

ach bank transferpayments
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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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