Latest Updates To Pinnacle Ai CRM

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Activity Cards in Conversations

December 11, 20231 min read

Introducing Activity Cards, a transformative addition to our CRM system that offers real-time insights and a quick and consolidated view of crucial updates. With Activity Cards, you'll stay effortlessly informed and streamline your interactions, enhancing your decision-making capabilities.

What is Activity Cards in Conversations? This feature offers a quick and consolidated view of critical updates in real-time. Experience the benefits of instant awareness and streamline your interactions with these concise, real-time insights. 👇🏻

⭐️ Why does it matter to your business?

  • Stay perpetually updated on new opportunities, appointments, Do Not Disturb preferences, and invoices.

  • Swiftly respond to and manage these crucial aspects right from the Activity Cards, saving time and effort.

  • Enhance your decision-making capabilities by eliminating delays and the need to navigate multiple modules.

⭐️ How To Use Activity Cards in Conversations?

  1. Opportunities:

    Activity cards are generated whenever a new opportunity is created, updated, or deleted. In your CRM, navigate to Conversations.

    Click 'View Opportunity' within the card to instantly access and make real-time changes. Here you can edit the field . After finishing everything, hit update to save the changes you made .

  2. Appointments:

    Activity cards appear when appointments are created, rescheduled, or canceled.

Click 'View Appointment' in the card to seamlessly edit appointment details.

  1. Do Not Disturb (DND):

    Receive notifications when a contact is marked as "Do Not Disturb" or removed from the DnD list.

  2. Invoices

    Activity cards pop up for sent invoices or received payments. Click 'View Invoice' to explore detailed invoices in a new tab.

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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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