Track external traffic and form conversions in your CRM

Pinnacle Ai

Published on: 13/02/2026

Get native analytics for external sites inside your CRM—page views, form views, responses, completion rates, audience breakdowns, and easy setup steps.

System Updates

Opportunity Changed Trigger: Event-Based Operators to Reduce Misfires

Pinnacle Ai

Published on: 28/01/2026

Make Opportunity Changed triggers precise with event-based operators (has changed, has changed to, equals, added/removed). Reduce misfires and streamline CRM automations.

System Updates

Comment Management in Social Planner: Reply to Comments Without Leaving Your CRM

Pinnacle Ai

Published on: 05/11/2025

Manage and reply to incoming social comments from inside Social Planner—stay responsive, boost engagement, and save time without switching platforms.

System Updates

Transactions, Invoices & Subscriptions In The CRM Contact

Pinnacle Ai

Published on: 19/02/2024

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 financi...

System Updates

New Feature: Copy Contact Workflow

Pinnacle Ai

Published on: 10/11/2023

We’re excited to share a fantastic update with you regarding our CRM system that will significantly enhance your business operations.

System Updates

Elevate Your Lead Management with Pinnacle AI CRM's LinkedIn Integration!

Pinnacle Ai

Published on: 19/10/2023

Boost your lead management with Pinnacle AI CRM's new LinkedIn Integration! Seamlessly import LinkedIn leads, integrate with LinkedIn Lead Ads, and customize syncing options.

System Updates