Latest Updates To Pinnacle Ai CRM

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The Feature Drop We’ve All Been Waiting For

October 24, 20235 min read

Every year, our unwavering mission is to elevate entrepreneurs and small businesses, helping them reach new heights. As we approach the year's end, we're ecstatic to unveil a plethora of innovative features, enhancements, and transformative updates for Pinnacle Ai CRM. From cutting-edge E-commerce solutions to intuitive email builders and AI integrations, we're opening doors to a universe of opportunities designed to supercharge your business and simplify operations.

Mobile Marvels

The mobile experience gets even better with features like warm and blind call transfers, Google sign-in, scheduled SMS emails, WhatsApp integration, and more. Additionally, the task manager, tap-to-pay functionality, and app customizer provide a smoother and more user-friendly mobile experience.

  • Warm and Blind Call Transfers

  • Sign In with Google

  • Schedule SMS Emails

  • WhatsApp Integration on Mobile

  • Introducing the Task Manager

  • Tap to Pay Convenience

Advanced Features for Communities and Courses 

Communities now support paid groups, and courses can be seamlessly integrated into communities. A new certificate integration and a brand-new certificate product enhance the courses feature.

  • Load Optimizations and New UI

  • Unlocking Communities with Paid Groups

  • Courses in Communities for Enhanced Learning

  • Revolutionizing Courses with Certificate Integration and a Brand New Certificate Product

Seamless Scheduling in Calendars

Your scheduling and booking process is further streamlined with a new service menu, the ability to book rooms and equipment, and Apple Calendar integration. Calendar overlay makes managing your appointments a breeze.

  • Service Menu Integration

  • Booking Rooms and Equipment

  • Apple Calendar Integration

  • Calendar Overlay for Comprehensive Scheduling

Revolutionizing Funnels & Websites: Speed, Style, and More!

Funnels and websites get a major speed boost, while image sliders, video backgrounds, and lead generation from hosted videos elevate your website’s aesthetics and functionality. The new builder includes improved rich text editing and the introduction of domain connections.

  • E-commerce – Elevating Online Shopping Experiences

  • Turbocharged Speed Improvements for Mobile and Websites

  • Captivating Image Sliders

  • Mesmerizing Video Backgrounds

  • Unleashing Lead Generation from Hosted Videos

  • Enhancing Social Media Elements

  • Versatile Column Modes in the New Builder

  • Refined Rich Text Editing

  • Seamless Domain Connect for Funnels and Websites

  • Typography Preview in Builders

 Elevating Forms and Surveys

Forms and surveys are more flexible with conditional logic, themes, and a bottom bar for a more interactive user experience. Expect streamlined elements like short labels, terms and conditions, and support for Google fonts and GDPR-compliant fonts.

  • Introducing Conditional Logic in Forms

  • A Fresh Look with Form and Survey Themes

  • New Bottom Bar in Surveys

  • Streamlined Short Label and T&C Elements

  • Google Fonts and GDPR-Compliant Fonts in Forms and Surveys

E-commerce Excellence

Pinnacle Ai empowers you to set up an e-commerce store within your website, with enhanced payment options including ACH bank transfers. QuickBooks integration, templates for invoices, and automation of invoice creation post-proposal signing streamline your financial operations.

  • Setting Up an e-commerce store within Websites

  • Streamlined Payments

  • ACH Bank Transfer Payments on Invoices

  • Fine-Tuned E-commerce Product Changes

  • QuickBooks Integration for Streamlined Financials

  • Templates for Invoices

  • Automatic Invoice Creation after Proposal Sign-Off

  • Multi-Recipient Signature Support

  • Document Sent/Signed Trigger

  • Send Proposal/Estimate Actions Inside Workflows

Contact & Opportunities Redefined 

Managing contacts and opportunities is even more versatile with OR filters for contact smart lists, advanced custom field filters for opportunities, and the ability to assign multiple users to an opportunity. Multiple contact types and bulk email validation further enhance your contact management.

  • Introducing OR Filters for Contact Smartlists

  • Advanced Filters with Custom Fields for Opportunities

  • Assigning Multiple Users to Opportunities (Followers)

  • Expanding the Range of Contact Types

  • Streamlining Bulk Email Validation

  • Efficient Contact Document Management

Streamlining Conversations & Integrations 

Tracking activities, UI enhancements, and enhanced email threading view take conversations to the next level. The new live chat feature offers video support on SMS and email, while integrations and marketplace improvements enhance your app experience.

  • Improved Activity Tracking

  • Right Panel Quick Actions and UI Enhancements

  • Enhanced Email Thread Views

  • Tracking Contact Engagement Scores

  • Live Chat with SMS and Email Video Support

  • LinkedIn Integration for Enhanced Networking

Work Smarter with Workflows 

A range of workflow enhancements includes contactless workflows via Zapier, workflow duplication, a revamped workflow builder UI, and the introduction of IVR and conversation AI.

  • Contactless Workflows via Zapier

  • Workflow Duplication Across Locations

  • A Refreshed Workflow Builder UI

  • Introducing IVR

  • The Power of Conversation AI

Enhance Your Automation Arsenal 

Copy contacts and new array functions for finding data add versatility to your available premium triggers and actions.

  • Copying Contacts

  • Introducing Array Functions (Find)

LC Email Enhancements

Dedicated IPs, seamless domain connections, bulk email verification, and control over email verification features at account levels provide more control and security in your email communications.

  • Dedicated IP Options

  • Seamless Domain Connections

  • Bulk Email Verification for Enhanced Deliverability

  • Email Verification Feature Control at Account Levels

Robust Reporting

Customizable dashboards and reports empower users to tailor their analytics experience. Multiple dashboards and reports add depth to your data insights.

  • Fully Customizable Dashboards with Multiple Options

  • Tailored Reports with Multiple Variations

Reputation Management Upgrades 

Review widgets and AI-powered reviews with auto-responses and suggestive responses make reputation management more effective. Connect multiple GMB pages to streamline your online presence.

  • Enhanced Review Widgets

  • AI-Powered Reviews for Quick Responses and Suggestions

  • More Versatile Review Request Options

Online Listings Advancements

Pinnacle Ai extends Yext support to the UK, Canada, and Australia.

  • Expanding Yext Support to the UK, Canada, and Australia

WordPress Site Management Made Easy 

A comprehensive analytics dashboard, staging environments, debugging tools, database management with phpMyAdmin, user-initiated manual backups, and more empower WordPress users to have better control and insights into their websites.

  • Comprehensive Analytics and Visitor Reports

  • Staging Environments and Debugging

  • Efficient Database Management with phpMyAdmin

  • User-Initiated Manual Backups

Effortless Email Creation 

A versatile email builder introduces layout options, FAQ elements, saved elements, product elements, and support for multiple tags and smartlists. 

  • Enhanced Layout Options, FAQ Elements, Saved Elements, and Product Elements

Streamlining SMM 

Image editing capabilities, review management, and image AI support elevate your social planning and media library experience.

  • Enhanced Image Editing

  • Streamlined Review Management

Manage Affiliates like a Pro 

Manage your affiliates with two-tier commission structures, coupon code support, manual lead creation, and module renaming options.

  • Two-Tier Commission Structures and Coupon Codes for Affiliates

  • Manual Lead Creation and Module Renaming

Templates by Users, for Users 

Users can now create and add their own templates for funnels, websites, email builders, forms, surveys, and social planner, offering greater customization and efficiency. 

  • User-generated templates for Funnels, Websites, Email Builders, Forms, Surveys, and Social Planner

Click Here To Get Started With Pinnacle Ai

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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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