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

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

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

Transactions, Invoices & Subscriptions In The CRM Contact

Transactions, Invoices & Subscriptions In The CRM ContactPinnacle 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

New Feature: Copy Contact Workflow

New Feature: Copy Contact WorkflowPinnacle 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!

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

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
Bulk Inventory Management in CRM: Update Quantities and Status Quickly

Bulk Inventory Management in CRM: Update Quantities and Status Quickly

Bulk Inventory Management in CRM: Update Quantities and Status QuicklyPinnacle Ai
Published on: 01/01/1970

Apply bulk quantity and status changes directly in your CRM to speed restocks, reduce errors, and keep bookkeeping accurate. Learn where to find and use the tools in Payments > Products > Inventory.

System Updates
How to Create a Task Linked to Multiple Objects in CRM

How to Create a Task Linked to Multiple Objects in CRM

How to Create a Task Linked to Multiple Objects in CRMPinnacle Ai
Published on: 01/01/1970

Link one CRM task to multiple Contacts, Opportunities, Companies and custom objects. Add up to 10 records per object type to reduce manual work and improve follow-up.

System Updates
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