Latest Updates To Pinnacle Ai CRM

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Collective Booking In App

February 20, 20241 min read

New Feature: Collective Booking In App

Important Updates| New Feature Release| CRM | Customer Managment

January 26, 2024•1 min read

Experience unparalleled flexibility in scheduling with our CRM's latest update – introducing Dynamic Team Member Selection. Seamlessly add or shuffle team members on the fly during appointment booking, enabling real-time adaptability for various service scenarios and optimizing operational efficiency.

Collective Booking In App: Enable Dynamic Team Member Selection in the CRM's booking system, allowing users to seamlessly add and shuffle team members on the fly when scheduling appointments.

⭐️ Why Does It Matter To Your Business?

  • Real-Time Flexibility: Dynamically select and add team members during appointment booking, catering to various service business needs without preconfigured calendar setups.

  • Operational Efficiency: Streamline on-the-fly scheduling for scenarios like inbound calls or chats, optimizing team coordination and ensuring the right personnel are assigned to appointments.

  • Custom Combinations: Create flexible team member combinations in real time, enhancing the adaptability of the booking system to unique business requirements.

⭐️ How To Use Collective Booking In App:

  1. Access the calendar tab from the left navigation menu then click on Appointments > + New Appointment.

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  2. Now select the required collective calendar. Previously, users were limited to choosing team members added to a collective calendar when booking appointments. Now, users can add any team member from the list directly.

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  3. If a selected team member is unavailable, the system will notify you. You can then switch the user or add a custom time slot.

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    This new feature empowers businesses to efficiently manage team scheduling on the fly, catering to diverse service scenarios and operational requirements.

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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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