The Pinnacle Perspective: Pinnacle AI CRM Updates

Send us Fan Mail 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, with the BNPL provider managing installments and risk. Integration is simple via standard payment settings and connects with Stripe so tea...

Send us Fan Mail 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. Opportunities are managed separately from associations, so teams get a clearer view without changing underlying data relationships. From...

Send us Fan Mail 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 end dates, pick a comparison period (preset or custom), and KPIs, totals, and charts refresh to reflect that exact timeframe. For busines...

Send us Fan Mail 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 field directly in your agreement, signers enter payment details via a secure pop-up and can opt to save the card for future billing....

Send us Fan Mail 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 enroll just the primary contact, the contact plus any guests, or guests only. Workflows will run once for the main contact and once per gue...

Send us Fan Mail 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 to audience comments without leaving the CRM, streamlining social management, reducing credential juggling, and improving team speed a...

Send us Fan Mail 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 is organized into Brand Colors, Default Colors, and Global Custom Colors so teams can clearly identify and apply the right palette. Selec...

Send us Fan Mail 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 select an existing asset from Media Storage, and the chosen attachment will persist once validation (file type and size) passes. Inline erro...

Send us Fan Mail 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 leaving a conversation. The update adds a memory layer to retain context if topics shift, ambiguity detection to request clarifying deta...

Send us Fan Mail 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, CC and BCC defaults, selectable plain-text or designed templates, and dedicated formatting so AI responses mirror your brand. Enable e...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce the new SLA Performance Dashboard in Conversations within Pinnacle AI CRM. The dashboard brings response times, SLA adherence, and performance trends into a single analytics view so teams can clearly see how SLAs are being met. Select time ranges, switch trend metrics, and drill into user- and channel-level reports with s...

Send us Fan Mail 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 dropdown instead of navigating to settings, saving time when you need to adjust stages on the fly. New stage display options—no color, a color...

Send us Fan Mail 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-based dropdown to switch contexts between Contacts, Opportunities, and more. A live preview shows how a field will appear on the contact...

Send us Fan Mail 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 Fathom triggers or actions, specify which meetings to include, and map transcripts to contact records by participant details. That makes...

Send us Fan Mail 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 contact name, email, or phone, plus smarter filters to narrow results by channel (WhatsApp, email, phone) and by delivery and engagement stat...

Send us Fan Mail 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-tune corner radius and spacing for left/right placements. Access the controls in Site > Forms or Surveys > Style Settings, enable...

Send us Fan Mail 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 conditions so dashboards update instantly for the precise segment you need. Instead of exporting data or wading through broad reports,...

Send us Fan Mail 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 border or frame, and use the new rim area to place CTA text above or below the code. Within the Sites section’s QR Codes tab you can build...

Send us Fan Mail In this episode of The Pinnacle Perspective we introduce a smarter coupon system in Pinnacle AI CRM that lets you target discounts to specific product variants or price points instead of applying blanket discounts across an entire product. Marketers and agencies can now limit a coupon to an exact SKU, size, color, or price tier directly in the Coupons settings, eliminating product...

Send us Fan Mail In this episode of The Pinnacle Perspective... we highlight an upgrade to the Notes tab in Pinnacle AI CRM that makes contact notes structured, searchable, and actionable. You can now attach up to five files per note, pin up to two critical notes to the top of a timeline, and search notes by keywords in titles and descriptions. Notes also support titles, descriptions, color-coding...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce company associations in Pinnacle AI CRM, a new capability that lets you link companies to opportunities, custom objects, and other CRM records. The update creates richer, centralized company records so teams can view and act on related entries directly from company views, improving context and reducing scattered workflows...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce Facebook Post Sync, a Social Planner enhancement in Pinnacle AI CRM that automatically imports your recent Facebook posts — including text, images, videos and basic engagement metrics — so everything shows up alongside scheduled content. By centralizing past and current Facebook activity inside the Social Planner, teams n...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce Rentals, a new inventory-driven booking capability inside Pinnacle AI CRM that supports duration-based reservations by hour, day, week, or month. Rentals is built for equipment, vehicles, coworking spaces and other bookable assets, with setup in Calendars → Calendar Settings → Rentals where you create listings, configure...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce the ability to add and associate notes directly on Custom Objects in Pinnacle AI CRM. Teams can create new notes on a custom record or link existing notes from Contacts and Opportunities so contextual details and special requirements stay attached to the right entity. The notes editor mirrors the familiar Opportunity expe...

Send us Fan Mail In this episode of The Pinnacle Perspective... we spotlight an enhancement to the Goal Event action inside Pinnacle AI CRM: two new triggers — Invoice Paid and Review Request Clicked — that let automations respond to real customer outcomes. Invoice Paid fires when an invoice is marked Paid or Partially Paid and can be scoped to a specific Send Invoice step; Review Request Clicked...