Pinnacle AiAdding notes to your appointments helps you connect with customers and bring them a better experience. However, the notes are specific to each contact, so this improvement makes the experience smoother by keeping the notes attached across modules.
Pinnacle AiThe Client Portal is the best way for your contacts to interact with your digital products. It is an easy-to-use interface for accessing your content. We’ve added this ease when sharing files with your customers. Let’s check it out.
Pinnacle AiThe activity section of the Contact cards helps you track their interactions with your system, however, it could feel cluttered. So, we’ve fully redesigned it, making it easier to monitor activity with faster load times and constant updating.
Pinnacle AiWe know that when you’re having an appointment with a customer, there’s nothing worse than missing important information. But don’t worry, now you can find Form Submissions directly in the Appointment Modal, ensuring information is available to you.
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