Latest Updates To Pinnacle Ai CRM

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New Feature: Drip Action Added To Automations

December 01, 20231 min read

Exciting news for our CRM users! We've introduced the Drip Action tool, a valuable addition that allows you to control and regulate the flow of workflow executions, ensuring smoother operations and efficient management of your processes.

What is Drip Action Added To Automations? It is a tool designed to regulate and manage workflow executions, preventing an excessive number of simultaneous actions by specifying batch sizes and time intervals. 👇🏻

⭐️ Why does it matter to your business?

  • Execution Control: Maintain efficient workflow performance by limiting the number of actions executed at once, preventing overloads and ensuring smoother operations.

  • Enhanced Efficiency: Optimize workflow execution with tailored batch sizes and intervals, avoiding bottlenecks and delays in processing.

  • Streamlined Workflow Management: Keep your workflow processes well-organized and manageable, even when dealing with a large number of contacts.

⭐️ How to use Drip Action Added To Automations: To start using this feature, follow these straightforward steps:

  1. Navigate to Automation > Workflow and create a new workflow.

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  2. Access Drip Action in Workflow: Within your workflow setup, locate the Drip Action tool in your CRM.

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  3. Set Batch Size: Specify the desired batch size, ranging from a minimum of one to a maximum of ten thousand per batch.

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  4. Configure Drip Interval: Define the drip interval in minutes, hours, or days, allowing you to control the pace of workflow executions, ranging from one minute to seven days.

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With the Drip Action feature, you can efficiently manage workflow executions, maintain optimal efficiency, and prevent workflow bottlenecks, ensuring a seamless and organized workflow management process.

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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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