Latest Updates To Pinnacle Ai CRM

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Transactions, Invoices & Subscriptions In The CRM Contact

February 19, 20241 min read

Our CRM has just rolled out a game-changing update, allowing you to effortlessly manage transactions, subscriptions, and invoices directly within a contact's record. Gain instant access to comprehensive financial insights, streamline your workflow, and even run charges in-line for a seamless and efficient business experience.

Transactions, Invoices & Subscriptions In The CRM Contact: Our CRM now allows you to seamlessly view and manage transactions, subscriptions, and invoices directly within a contact's record, providing a centralized and efficient way to track and handle financial interactions.

⭐️ Why Does It Matter To Your Business?

  • Effortless Access: Instantly view a contact's transactions, subscriptions, and invoices without navigating to different tabs, streamlining your workflow.

  • Comprehensive Customer Insight: Gain a holistic view of a contact's financial history and interactions in one place, facilitating informed decision-making.

  • In-Line Charge Capability: Run charges for customers directly within their contact record, reducing the steps needed to manage financial transactions.

⭐️ How To Use Transactions, Invoices & Subscriptions In The CRM Contact:

  1. Before the update we used to Access the payment from the left navigation menu and select the invoices tab from the upper navigation menu to view the invoices.

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  2. Similarly, we used to view the transactions from the transactions tab in payments.

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  3. And same goes for the subscriptions.

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  4. Now you can view all these details by accessing the contacts tab from the left navigation menu then in smart lists select the required contact.

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  5. Now click on the payment’s icon from the right panel to view all these details.

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    Enhance your financial management experience with our CRM's latest feature, offering a more convenient and consolidated approach to handling transactions, subscriptions, and invoices. Check it out now for an optimized and streamlined business workflow.

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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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