Latest Updates To Pinnacle Ai CRM

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Multi-Currency Support For Payments

February 09, 20241 min read

Introducing the latest enhancement to our CRM—Multi Currency Support for Product Creation and Payments. Break free from currency restrictions, seamlessly customize transactions, and enjoy global flexibility, streamlining your small business operations effortlessly.

Multi-Currency Support For Payments: Introducing Multi Currency Support for Product Creation and Payments in our CRM.👇🏻

⭐️ Why does it matter to your business?

  • Global Flexibility: Create and send invoices, including text-to-pay, recurring templates, and more, in your preferred currency, breaking free from previous country-based restrictions.

  • Streamlined Operations: No longer tied to the business country's currency, you can now seamlessly use currencies across all aspects of the CRM, simplifying product creation and payment acceptance.

  • Enhanced Customer Transactions: Charge payments under individual contacts with a currency selector, providing a more personalized and efficient transaction experience for your customers.

⭐️ How To Use The Multi-Currency Support For Payments:

  1. Access the payments tab from the left navigation menu and go to products then create products or edit an existing one.

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  2. Under "Product Information" scroll down to see the newly added multi-currency support.

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  3. Access the payments tab from the left navigation menu and go to invoices then click on “+New” to create a new invoice or edit existing one.

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  4. Click on “+add an item” in invoice builder.

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  5. Click on “New Item”.

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  6. You can also use the newly added feature " Multi currency support" here.

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  7. Access the contacts from the left navigation menu select any contact in smart lists.

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  8. In contact details access the payments tab from the right side panel and click on “Charge Now”.

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  9. You can also use the newly added feature " Multi currency support".

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Our CRM now empowers your business with multicurrency support, offering global flexibility, streamlined operations, and enhanced customer transactions. Embrace this feature to optimize your product creation and payment processes effortlessly.

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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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