Latest Updates To Pinnacle Ai CRM

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CC BCC Added To Invoices

March 07, 20241 min read

A small business owner can now easily include their accountant and project manager in invoice communications, ensuring all parties are informed and aligned regarding financial matters.

CC & BCC Added To Invoices: The CRM now offers CC and BCC support for invoices, allowing business to easily include additional stakeholders when sending invoices, streamlining communication, and enhancing client engagement.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Communication: Businesses can now include additional stakeholders via CC and BCC, facilitating better communication and collaboration.

  • Streamlined Workflow: With the ability to add secondary email addresses, sending invoices becomes more efficient and organized, saving time and ensuring accuracy.

    Professional Client Interaction: By offering CC and BCC support, The CRM helps businesses maintain a professional image and build stronger client relationships.

⭐️ How CC & BCC Added To Invoices:

  1. Access the payments tab from the left navigation menu, and select the invoices tab from the upper navigation menu. Click on the “+New” Button, and then click on New Invoice.

  2. After you are done completing the invoice, click on the Send button.

  3. Businesses will now be able to have CC / BCC for all the invoices they send. If the contact has any secondary emails configured alongside the primary email, they will be available to select while sending out invoices.

The introduction of CC and BCC support in invoicing streamlines communication saves time, and enhances professionalism, enabling business owners to better engage with stakeholders and maintain efficient workflows

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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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