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.
Pinnacle AiEditing your appointment should be a quick and easy action without disrupting your work. This improvement will help you increase your productivity when editing appointments.
Pinnacle AiThe Bulk Action tab helps you track all multi-contact activities performed inside the system. Knowing the success, progress, and state of each activity is key to ensuring productivity. With these changes, you can easily see what’s going on. Let’s check them out!
Get more updates straight to your inbox.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
Copyright 2025. Pinnacle Ai. All Rights Reserved.
