Latest Updates To Pinnacle Ai CRM

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Choose Currency When Creating Estimates and Proposals

March 01, 20241 min read

Our CRM now enables businesses to send proposals and estimates in any preferred currency, allowing users to choose and accept payments using invoices in the currency of their client's country. This eliminates the need for businesses to define currency, addressing a significant pain point when invoicing clients outside their own country.

Choose Currency When Creating Estimates and Proposals: This feature streamlines global transactions, eliminates currency-related hassles, and presents a professional and accommodating image to clients worldwide.

⭐️ Why Does It Matter To Your Business?

  • Global Flexibility: Send documents and contracts in the currency preferred by your clients, accommodating international transactions seamlessly.

  • Effortless Invoicing: Business users can now choose the currency when adding a new item, and the selected currency will reflect on the invoice, simplifying cross-border transactions.

  • Enhanced Client Experience: Offering the flexibility to transact in their preferred currency enhances the overall client experience, making transactions smoother and more convenient.

⭐️ How To Use Payment Links For Products:

  1. Access the payments tab from the left navigation menu, then select Documents & Contracts > All Documents & Contracts from the upper navigation menu. Click on " +New " or edit an existing one.

  1. Now add the " Product List " element.

  1. Click on the " Add an Item " button

  1. Now you can add the required currency type from the list.

  1. You can see the selected currency type in the document (e.g USD$).

In conclusion, our CRM's latest currency feature streamlines global transactions, allowing businesses to send proposals and estimates in any currency, simplifying invoicing, and presenting a professional image while accommodating clients worldwide. Implementing this feature enhances efficiency and client satisfaction in international business interactions.

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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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