Latest Updates To Pinnacle Ai CRM

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Save Elements in The Email Builder

January 03, 20241 min read

Introducing an exciting addition to our CRM's email builder – the ability to save and reuse email sections. This feature empowers you to boost productivity by streamlining email creation, ensuring consistent designs, and saving you time.

Save Elements in The Email Builder: The new feature in our CRM allows you to save sections in the email builder, streamlining your email creation process for increased productivity.👇🏻

⭐️ Why does it matter to your business?

  • Enhanced Efficiency: Save and reuse email sections, such as headers, social bars, and footers, to eliminate the need for repetitive design work.

  • Consistent Design: Maintain a consistent email design, ensuring your messaging aligns with your brand.

  • Time Savings: Save valuable time when creating new emails by easily incorporating pre-designed sections.

⭐️ Save Elements in The Email Builder:

  1. Click Marketing from the sidebar menu and Click “Emails”. Choose “Campaigns” or “Templates”.

Save Elements in The Email Builder

  1. Create a New Email or Edit an Existing one.

Save Elements in The Email Builder

  1. Save A Section For Future Use: Select The Section You Want To Save > Click “Save”.

  1. To organize your saved elements, click on the “save” icon and click the three vertical dots.

  1. Using Your Saved Elements: Create a New Email: From the Marketing tab, click on “Email”. Choose from Campaigns or Templates and click “+New”.

  1. Drag and Drop Saved Sections

With this new feature, you can quickly assemble emails using your pre-designed sections, maintaining design consistency and saving valuable time.

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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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