The Pinnacle Perspective: Pinnacle AI CRM Updates
The Pinnacle Perspective is the podcast where we break down the latest features, improvements, and innovations inside Pinnacle AI CRM.
Each episode delivers quick, practical insights into new tools and updates designed to help marketers, agencies, and businesses streamline their workflows, manage leads more effectively, and grow faster using powerful CRM technology.
From automation improvements and pipeline management to website features, reporting tools, and team collaboration updates, we explain what’s new in Pinnacle AI CRM, how it works, and how you can use it to improve your marketing, sales, and operations.
If you want to stay up to date with the latest platform updates and learn how to get the most out of your CRM, The Pinnacle Perspective gives you the insights you need in short, easy-to-follow episodes.
Learn more about Pinnacle AI CRM at https://getpinnacle.ai
Episodes
45 episodes
Built-In Live Room For Community Events
In this episode of The Pinnacle Perspective we introduce Live Room, a new built-in location option for Community Events inside Pinnacle AI CRM that lets you host gatherings without sending members to external platforms. The update streamlines even...
Live Sessions in Courses: Scheduling, Recording, And Recurring Events
In this episode of The Pinnacle Perspective we introduce Live Sessions in Courses, a new Pinnacle AI CRM feature that centralizes planning, hosting, scheduling and recordings for live learning within your course content. Create one-off or recurrin...
Drip Action: Live Schedule Preview And Improved Pacing
In this episode of The Pinnacle Perspective... we introduce an upgrade to the Drip Action in Pinnacle AI CRM that clarifies and stabilizes paced sends. The Drip now includes a live schedule preview inside the action showing batch numbers and sched...
Contact Page Customization: Create Role-Based Contact Views
In this episode of The Pinnacle Perspective... Contact Page Customization lets teams tailor contact detail views inside the Contacts area of Pinnacle AI CRM. Instead of a one-size-fits-all layout, admins and users can create or edit named views, a...
Messaging Analytics Revamp: Delivery Failure Charts & Opt-Out Trends
In this episode of The Pinnacle Perspective we introduce the refreshed Messaging Analytics experience in Pinnacle AI CRM, a redesigned dashboard that makes SMS performance easier to read and act on. The update adds period-over-period comparisons w...
AI Agent Action: CRM-Aware Autonomous Workflows
In this episode of The Pinnacle Perspective... we introduce the new AI Agent action in Pinnacle AI CRM, which lets you describe desired outcomes instead of scripting every workflow branch. Add an AI Agent action in the workflow builder, attach up ...
Secure Magic Links For Social Content Approval
In this episode of The Pinnacle Perspective... Today’s update introduces a streamlined Approval Flow in the Social Planner that uses secure magic links so clients and stakeholders can review, approve, or request changes without creating a Pinnacle...
Find & Replace For Workflows: Fast Search And Bulk Updates
In this episode of The Pinnacle Perspective... we introduce Find & Replace, a workflow-level search and update tool inside Pinnacle AI CRM. It lets you locate custom values, tags, or plain text within a single workflow and replace individual items...
Buy Now, Pay Later For Calendar Bookings
In this episode of The Pinnacle Perspective... we introduce Buy Now, Pay Later for calendar bookings inside Pinnacle AI CRM. This update lets businesses offer installment payment options at appointment checkout while receiving revenue up front, wi...
Social Planner Statistics: Custom Date Range And Comparison
In this episode of The Pinnacle Perspective... we introduce an upgrade to Social Planner Statistics in Pinnacle AI CRM that replaces the fixed seven-day view with a flexible custom date range and a comparative view selector. Select any start and e...
Contact Page Redesign: Dedicated Opportunities Tab
In this episode of The Pinnacle Perspective we walk through a redesigned Contact Page in Pinnacle AI CRM that surfaces Opportunities as their own tab on the right-hand panel, positioned under Associations for better visibility and faster access. O...
Appointment Workflow Enrollment For Guests And Primary Contacts
In this episode of The Pinnacle Perspective... we cover a new workflow enrollment option in Pinnacle AI CRM that extends appointment triggers to multiple participants. The Customer Booked Appointment and Appointment Status triggers now let you enr...
Card Details Element: Secure Payments During Document Signing
In this episode of The Pinnacle Perspective we introduce the new Card Details element inside Documents & Contracts, a secure way to collect card information during document signing within Pinnacle AI CRM. By embedding a required or optional card f...
Reply to TikTok Comments Inside Pinnacle AI CRM
In this episode of The Pinnacle Perspective... we introduce the new ability to reply to TikTok comments directly from the Marketing > Social Planner Comments view in Pinnacle AI CRM. This workflow lets businesses, marketers, and agencies respond t...
Use Brand Board Colors In Builder With Live Preview
In this episode of The Pinnacle Perspective we spotlight a faster, more consistent styling workflow inside Pinnacle AI CRM: an integrated color picker in the Builder that pulls saved Brand Board colors directly into your design tools. The picker i...
Attach And Reuse Media In Workflow Actions
In this episode of The Pinnacle Perspective, we highlight a workflow improvement in Pinnacle AI CRM that simplifies attaching media to automation actions. You can now click Add Attachment inside any media-supporting action to upload a file or sele...
Conversation AI Email Channel With Templates, CC, And BCC
In this episode of The Pinnacle Perspective... we introduce Conversation AI’s new email capabilities inside Pinnacle AI CRM. Conversation AI can now send intelligent, personalized email replies with email-specific controls such as sender selection...
Conversation AI Books Service Appointments In Services Calendar
In this episode of The Pinnacle Perspective... we introduce Conversation AI’s new in-chat service booking integrated with Pinnacle AI CRM’s Services Calendar. Customers can schedule appointments across SMS, Live Chat, and social messaging without ...
Edit Pipelines From Dropdown With Shared Stage Colors
In this episode of The Pinnacle Perspective... we highlight a focused refresh to Pipelines in Pinnacle AI CRM that streamlines pipeline management and improves visual clarity. You can now create and edit pipelines directly from the pipeline dropdo...
Fathom Integration Brings Meeting Transcripts Into Workflows
In this episode of The Pinnacle Perspective... we introduce the new Fathom integration that brings automatic meeting transcriptions and summaries directly into Pinnacle AI CRM workflows. After a quick connection in Integrations, teams can select F...
Custom Fields Refresh: Live Preview And Object-Based Views
In this episode of The Pinnacle Perspective we cover a focused update that streamlines custom fields in Pinnacle AI CRM. The refreshed custom fields area features a cleaner UI, visual markers to identify unique or searchable fields, and an object-...
Search And Smarter Filters For Review Requests
In this episode of The Pinnacle Perspective... we highlight a targeted update to the Review Request page in Pinnacle AI CRM that speeds how teams manage incoming review replies. The release adds a search bar for instantly finding requests by conta...
Image Layout Controls for Forms and Surveys
In this episode of The Pinnacle Perspective... we highlight new image layout controls for Forms & Surveys inside Pinnacle AI CRM. You can choose from four distinct layouts, set a default for multi-slide surveys and override any slide, and fine-tun...
Advanced Filters For Site, Funnel, And Webinar Analytics
In this episode of The Pinnacle Perspective... we introduce Advanced Filters in the Analytics section of Sites inside Pinnacle AI CRM. The new capability lets you narrow results by funnel, website, or webinar using selectable dimensions and nested...
QR Code Styling: Rounded Shapes, Border Colors, and CTA Rim
In this episode of The Pinnacle Perspective... we highlight newly added QR code design controls in Pinnacle AI CRM that let marketers and businesses create branded, high-converting codes. You can choose Rounded or Circular shapes, add a colored bo...