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.
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
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
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
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
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
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
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
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
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
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
The Power of Conversation AI
Copy contacts and new array functions for finding data add versatility to your available premium triggers and actions.
Introducing Array Functions (Find)
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
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
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
Pinnacle Ai extends Yext support to the UK, Canada, and Australia.
Expanding Yext Support to the UK, Canada, and Australia
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
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
Image editing capabilities, review management, and image AI support elevate your social planning and media library experience.
Enhanced Image Editing
Streamlined Review Management
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
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
He is the father of two handsome boys, one beautiful girl, and an automotive enthusiast. He has worked in the automotive industry for over 20 years, with experience spanning everything from sales and service to financing and management. Charles' goal is to share his knowledge and experience with other sales professionals from various industries and businesses. He believes that brand building and social media marketing while utilizing the latest technology gave him the upper edge in his field. Charles wants to share these skills that he has honed over the years so that others can benefit from his expertise.