The Pinnacle Perspective: Pinnacle AI CRM Updates

Send us Fan Mail In this episode of The Pinnacle Perspective, we spotlight the Merge Contact action in Pinnacle AI CRM, a workflow step that automatically identifies and consolidates duplicate contacts. Configure matching by email, phone, or both, and Merge Contact will retain the original record while importing newer fields into it, preserving historical activity while keeping data current. Execu...

Send us Fan Mail In this episode of The Pinnacle Perspective we introduce a direct export for email marketing data inside Pinnacle AI CRM, making campaign metric extraction faster and cleaner. From the Marketing area’s Emails > Statistics you can export CSVs—deliveries, opens, clicks—and have them sent to specified email addresses as a secure download link (available for 30 days); recent export...

Send us Fan Mail In this episode of The Pinnacle Perspective... we spotlight the upgraded Sticky Notes in Pinnacle AI CRM workflows — now a full-featured annotation system with rich text formatting, image embedding, link support, and color-coding. Available from the Workflows tab under Automation in Standard Builder Workflows, these enhanced notes let teams place clear instructions, visuals, and r...

Send us Fan Mail In this episode of The Pinnacle Perspective we introduce Call Whisper for the Connect Call (IVR) action in Pinnacle AI CRM — a private, optional message that plays for your team just before a transferred caller connects. It’s configured directly inside a workflow by adding the Connect Call action, toggling Add Whisper Message, composing the prompt, and optionally inserting contact...

Send us Fan Mail In this episode of The Pinnacle Perspective... we explain a small but powerful update: dashboards and custom reports in Pinnacle AI CRM now remember each user's date ranges and filter selections. Your chosen dashboard date range, comparison period, and dropdown filters persist across sessions and carry into imported custom reports, while any widget-level date comparisons over...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce product Cost Price and Margin tracking inside Pinnacle AI CRM, letting you define cost or margin per product price or variant. Set it up in the Payments → Products tab by creating or editing a product, enabling the margin option and choosing flat amount or percentage; enter cost or margin and Pinnacle AI CRM calculates th...

Send us Fan Mail In this episode of The Pinnacle Perspective we highlight a time-saving update in Pinnacle AI CRM: bulk importing Custom Object records using the same create-and-update CSV flow available for Contacts and Opportunities. Upload a CSV, map columns to object fields, and choose whether blank cells overwrite existing values. The import uses unique fields to identify duplicates and appli...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce Companies bulk import and export in Pinnacle AI CRM. The update lets businesses upload a mapped CSV to create or update many company records at once and export selected company lists to a standardized CSV for reporting or transfer. By removing manual entry, the feature improves data accuracy during onboarding, accelerates...

Send us Fan Mail In this episode of The Pinnacle Perspective we highlight a new direct connection between Canva and Media Storage inside Pinnacle AI CRM that eliminates constant tab switching during asset creation. After a quick Connect Canva authentication in Media Storage, users can filter to show only Canva files, import designs into My Media, or open and edit projects back in Canva without lea...

Send us Fan Mail In this episode of The Pinnacle Perspective... we highlight a new Response Style control that lets you set concise, balanced, or detailed reply preferences for your bots inside Pinnacle AI CRM. From Conversation AI under AI Agents you can enable Response Style Settings in Bot Settings to align automated replies with your brand voice and customer needs. The setting acts as a soft g...

Send us Fan Mail In this episode of The Pinnacle Perspective... we highlight a new filter flow in Pinnacle AI CRM that improves how chat replies are handled in automations. The update separates All-in-One Chat from single-channel widgets via a Reply Channel filter, lets you choose chat type (full Chat Widget or Live Chat), and then displays only the relevant All-in-One widgets so you can target th...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce a native Manus AI integration for Pinnacle AI CRM that lets Manus trigger CRM workflows and accept instructions back without Zapier, Make, or custom webhooks. The update exposes Manus inside Pinnacle workflows so teams can use task lifecycle events—completed tasks, status changes, or updated metadata—to automatically move...

Send us Fan Mail In this episode of The Pinnacle Perspective we walk through an important update to Audit Logs in Pinnacle AI CRM that makes deleted site assets visible and actionable. You’ll hear how to access Audit Logs from account settings, use the module filter and timeframe selector, and view “Deleted” entries that now include asset name and ID for Section Templates, Global Sections, Univers...