Latest Updates To Pinnacle Ai CRM

blog image

Charge Customers & See Payments Inside The CRMayments Inside The CRM

February 06, 20242 min read

Elevate your business management capabilities with our CRM's cutting-edge update, now featuring the Payments and Customer Lifetime Value (LTV). Seamlessly visualize and manage customer payments, while enjoying the flexibility of ad hoc charging directly from the contact detail page, providing unparalleled insights and efficiency for your small business.

Charge Customers & See Payments Inside The CRM: Unlock the power of our CRM's latest update by enabling the Payments and Customer Lifetime Value (LTV). Now, seamlessly view and manage all customer payments, including the ability to charge saved credit cards directly from the contact detail page.👇🏻

⭐️ Why does it matter to your business?

  • Holistic Payment Insight:

    Access a comprehensive payments tab within the contacts page, providing a detailed history of all customer transactions and payments over time.

    Quickly gauge the Customer Lifetime Value (LTV) of each contact, empowering businesses with valuable insights for strategic decision-making.

  • Real-time Ad Hoc Charging:

    Charge customers on the spot with the capability to process ad hoc charges directly from the contact detail page.

    Streamline on-the-fly transactions effortlessly, ensuring a seamless and efficient customer experience.

  • Flexible Credit Card Management:

  • Manage and charge saved credit cards with ease, allowing businesses to effortlessly handle customer payments during phone interactions.

  • Add flexibility by using any on-file cards or adding new cards on the go, solving the pain point of charging customers promptly.

⭐️ How To Charge Customers & See Payments Inside The CRM:

  1. Access the contacts tab from the left navigation menu then go to smart lists and select a contact.

    A screenshot of a computer

Description automatically generated
  2. Now from the right panel go to payments and click on "Change Now”.

    A screenshot of a computer

Description automatically generated
  3. Now add the amount, description and select the payment method and click the " Confirm & Change " button.

    A screenshot of a mobile payment

Description automatically generated
  4. Now from the left navigation menu access the payments tab and select the transactions tab from the upper navigation menu and click on the three dots on a contact and click on view transaction.

    A screenshot of a computer

Description automatically generated
  5. Here you can see the transactions details.

    A screenshot of a computer

Description automatically generated

Experience the ease of managing payments and understanding customer value seamlessly within our CRM, enhancing your business's financial efficiency and customer relationship management.

payments
blog author image

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.

Back to Blog

Feature Showcases

Articles & Updates

Our Company

© Copyright Pinnacle Ai 2024

Special Pricing Disclaimer: The special pricing advertised on our website is exclusively available to new subscribers only. This offer is not applicable to existing subscribers or previous members. By subscribing as a new member, you agree to the terms and conditions of this promotional offer. We reserve the right to determine the eligibility of subscribers for this special pricing. Any attempt to circumvent this condition may result in the cancellation of the subscription and/or the special pricing. We appreciate your understanding and cooperation in maintaining the integrity of this promotion.

Ai Content Notice: The content available on this website, including any sub-domains, provided by Pinnacle Ai, may be created or assisted by artificial intelligence (AI). Although our AI writing assistant aims to produce high-quality and engaging content, Pinnacle Ai makes no representations or warranties, express or implied, as to the accuracy, reliability, or completeness of any AI-generated or AI-assisted content. The information may contain inaccuracies or typographical errors. We strongly advise users to independently verify any information obtained from our website before relying on it. Pinnacle Ai expressly disclaims all liability for any errors, inaccuracies, or omissions in the AI-generated content, and for any reliance placed by you on such content. Your use and interpretation of the AI-assisted content are at your own risk, and you are solely responsible for any decisions or actions you take based on this content.

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.