Latest Updates To Pinnacle Ai CRM

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Standalone Tasks

February 14, 20241 min read

Experience heightened efficiency in your project management with our latest CRM enhancement – introducing CRM Tasks! Now, seamlessly create and assign tasks to your team members without the need for specific contacts, providing a flexible and streamlined internal task management solution within our CRM system.

Standalone Tasks: Now you can create and assign tasks to your team members without needing a specific contact, streamlining internal task management and enhancing project organization within our CRM.👇🏻

⭐️ Why does it matter to your business?

  • Effortless Task Assignment: Simplify task delegation by creating and assigning tasks directly to team members without the necessity of linking them to specific contacts.

  • Flexible Project Management: Enjoy the freedom to organize tasks without the constraint of contact associations, making our CRM a versatile tool for both customer and project management.

  • Enhanced Filtering Options: Easily manage tasks with advanced filters, allowing you to streamline processes based on due dates, assignees, and other criteria for improved task organization.

⭐️ How To Use Standalone Tasks:

  1. Access the contacts tab from the left navigation menu then click on Tasks > New Task.

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  2. Now fill in the required details. Now the contact field is not required like before.

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  3. Click on the due date field and select the due date depending upon the requirements.

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  4. Select the date and click save.

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  5. Here we added the task without any contact. You can select the assignees by clicking on the assign task button.

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  6. Select the assignees and click apply.

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Embrace the simplicity and efficiency of our new CRM Tasks feature to revolutionize your internal task management processes. Boost productivity and stay organized 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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