Charge Contacts With Any Connected Payment Provider

Charge Contacts With Any Connected Payment Provider

Charge Contacts With Any Connected Payment ProviderPinnacle Ai
Published on: 21/06/2024

This feature enables charging and saving cards across multiple payment providers, enhancing flexibility for users with diverse payment processing needs.

System Updates
Signing Order In Documents & Contracts

Signing Order In Documents & Contracts

Signing Order In Documents & ContractsPinnacle Ai
Published on: 17/06/2024

This feature allows businesses to manage the signing order of documents and contracts, enhancing control and efficiency in the document signing process.

System Updates
View all Contact Notes For A Company

View all Contact Notes For A Company

View all Contact Notes For A CompanyPinnacle Ai
Published on: 06/03/2024

Seamlessly view, add, and edit notes for all contacts associated with a specific company within the CRM. This feature enhances collaboration and organization by consolidating notes in one centralized location.

System Updates
New Dashboard Widgets for Contacts & Appointments

New Dashboard Widgets for Contacts & Appointments

New Dashboard Widgets for Contacts & AppointmentsPinnacle Ai
Published on: 09/02/2024

Our CRM introduces powerful contact widgets, allowing you to customize your dashboard with insightful statistics, such as contacts with email or phone numbers, total contacts, and more. Additionally, ...

System Updates
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