Latest Updates To Pinnacle Ai CRM

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New Feature: Create An Online Store

December 04, 20232 min read

This powerful addition is designed to help you expand your business reach, enhance convenience for your customers, and reduce operational costs. In this blog, we'll break down the key benefits and provide step-by-step instructions to make the most of this valuable tool.

What is the new Create An Online Store feature? It allows businesses to create and manage virtual storefronts, sell products, and reach a global customer base with ease.👇🏻

⭐️ Why does it matter to your business?

  1. Easy add an online store to your website with ease.

  2. Keep everything in one place to save time and money.

  3. Increase revenue by selling products 24/7.

⭐️ How to Create An Online Store:

  1. Create and configure products:

  • Go to Payments -> Products to create and configure store products.

    Create An Online Store

  • Define product names, descriptions, attach images/videos, set pricing, and configure variants (if any).

    Create An Online

  • Use the toggle to specify products for display in the online store.

  1. Activate your online store:

  • Navigate to websites to add your store.

  • Add the online store to an existing website or a new one by clicking the + icon in the website builder.

Create An Online Store
  • Five default pages will be added to your website:

    Product List Page
    Product Details Page
    Cart Page
    Checkout Page
    Thank You Page

  • Customize these elements to match your brand aesthetics under General and Advanced settings.

    1. Track Orders and Payments:

  • Monitor all orders and payments in Payments -> Orders and Payments -> Transactions.

  • Process refunds using the same interface.

  1. Fulfill orders and share shipment details::

  • Mark orders as fulfilled and share shipment/tracking details with customers.

  • Attach tracking number, provider, and tracking URL.

  • The order details will show fulfillment date, tracking details, and items fulfilled.

    Create An Online

With the Online Store feature, you're equipped to take your business to new heights, serving a global audience, providing unparalleled convenience, and streamlining your operations. Get started today, and watch your business thrive.

If you have any questions or need assistance, please don't hesitate to reach out to our support team. We're here to help you make the most of this exciting new feature.

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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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