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 </
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The Pinnacle Perspective: Pinnacle AI CRM Updates is a business podcast hosted by Pinnacle AI Software & Services, with 142 episodes on record and a Required Pod Score of 80.
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Pinnacle AI Software & Services hosts The Pinnacle Perspective: Pinnacle AI CRM Updates, a business show with 142 episodes published.
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The Pinnacle Perspective: Pinnacle AI CRM Updates
Events in Memberships for tickets, check-ins, and follow-up
Sep 30, 20263 min
Send us Fan Mail In this episode of The Pinnacle Perspective, we look at the new Events section inside Memberships in Pinnacle Ai. If you’ve ever had names in a notebook, payments in another tab, and reminder texts waiting until the front counter slows down, this update puts those moving parts together. Your team can create free events with reservations or paid events with ticket types, pricing, seat limits, sales windows, coupons, attendee questions, and add-ons. You can build the event page, share the details, track registrations, and use workflows for confirmations, reminders, check-in based messages, and follow-up after the event. The routine messages can run in the background, but when someone replies or walks in the door, your team takes it from there. Learn more about Pinnacle Ai at https://getpinnacle.ai This episode was narrated with an AI voice. Support the show Stay Connected with Pinnacle Perspective: • Email : Reach out at podcast@getpinnacle.ai • Instagram : Follow us for daily inspiration and automation hacks • Facebook : Engage with entrepreneurs transforming their businesses • LinkedIn : Network with industry leaders and innovators • Twitter : Share your thoughts on our latest episodes • YouTube : Watch episodes and exclusive insights • TikTok : Explore quick tips on productivity and automation Powered by Pinnacle Ai : The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.
Send us Fan Mail In this episode of The Pinnacle Perspective, we cover a calendar update for the owner who has too many booking links for the same kind of meeting. Pinnacle Ai now lets you add up to 3 duration options to one Personal, Round Robin, Collective, or Event Calendar. That means a customer can choose a 15-minute check-in or a longer planning call from the same link, while available times update to match the length they pick. Your team can also set which duration is pre-selected. Day to day, this helps cut down on duplicate calendars and mixed-up links at the front counter, in the truck, or near closing time. One limit to know: changing duration options won’t modify or cancel appointments that are already booked. Learn more about Pinnacle Ai at https://getpinnacle.ai This episode was narrated with an AI voice. Support the show Stay Connected with Pinnacle Perspective: • Email : Reach out at podcast@getpinnacle.ai • Instagram : Follow us for daily inspiration and automation hacks • Facebook : Engage with entrepreneurs transforming their businesses • LinkedIn : Network with industry leaders and innovators • Twitter : Share your thoughts on our latest episodes • YouTube : Watch episodes and exclusive insights • TikTok : Explore quick tips on productivity and automation Powered by Pinnacle Ai : The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.
Issue Badge action rewards course progress in workflows
Sep 24, 20262 min
Send us Fan Mail In this episode of The Pinnacle Perspective, we cover the new Issue Badge action in Pinnacle Ai Workflows. If you run courses, you’ve probably seen it happen: someone signs up, gets started, makes progress, then goes quiet before finishing. This update helps your team mark progress at the moment it happens, whether that’s after a section, a lesson, or another milestone you choose. Inside Workflows, you can add the Issue Badge action, pick the badge template, and let the workflow send it when the learner reaches that step. That means less manual checking for your team and clearer recognition for the person taking the course. Your team still decides what matters, what badge fits, and when a person should follow up. Learn more about Pinnacle Ai at https://getpinnacle.ai This episode was narrated with an AI voice. Support the show Stay Connected with Pinnacle Perspective: • Email : Reach out at podcast@getpinnacle.ai • Instagram : Follow us for daily inspiration and automation hacks • Facebook : Engage with entrepreneurs transforming their businesses • LinkedIn : Network with industry leaders and innovators • Twitter : Share your thoughts on our latest episodes • YouTube : Watch episodes and exclusive insights • TikTok : Explore quick tips on productivity and automation Powered by Pinnacle Ai : The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.
Badges Issued trigger for learner follow-up in Pinnacle Ai
Sep 23, 20262 min
Send us Fan Mail In this episode of The Pinnacle Perspective, we cover the new Badges Issued trigger in Pinnacle Ai. When someone earns a badge, certification, or training milestone, the work usually isn’t finished. They may need a follow-up email, a review module, a special offer, or a place to ask questions. But if your team is closing the front counter or handling the next customer, that next step can get missed. With the Badges Issued trigger, you can start a workflow as soon as a badge is issued. You can also filter by specific badge templates, so only the right milestones start the right follow-up. If someone finishes a certification at 8:40pm, Pinnacle Ai can send the next step right away. When they reply or need help, your team takes over. Learn more about Pinnacle Ai at https://getpinnacle.ai This episode was narrated with an AI voice. Support the show Stay Connected with Pinnacle Perspective: • Email : Reach out at podcast@getpinnacle.ai • Instagram : Follow us for daily inspiration and automation hacks • Facebook : Engage with entrepreneurs transforming their businesses • LinkedIn : Network with industry leaders and innovators • Twitter : Share your thoughts on our latest episodes • YouTube : Watch episodes and exclusive insights • TikTok : Explore quick tips on productivity and automation Powered by Pinnacle Ai : The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.
Send us Fan Mail In this episode of The Pinnacle Perspective, we cover the rebuilt Communities experience inside the Unified Client Portal and GoKollab. If your course is in one place, the discussion is in another, and your team is trying to clean up a bad post from the front counter at closing time, this update keeps more of that work together. Members can move between courses and discussions without losing progress, find posts more easily, reply, react, view attachments, and see events. For owners and their team, post controls, member management, media recordings, and moderation tools now sit closer to the discussion itself. Pinnacle Ai also added keyword flagging and member reports, with a person still making the final approve-or-delete call. Existing content, members, courses, and settings carry over automatically. Learn more about Pinnacle Ai at https://getpinnacle.ai This episode was narrated with an AI voice. Support the show Stay Connected with Pinnacle Perspective: • Email : Reach out at podcast@getpinnacle.ai • Instagram : Follow us for daily inspiration and automation hacks • Facebook : Engage with entrepreneurs transforming their businesses • LinkedIn : Network with industry leaders and innovators • Twitter : Share your thoughts on our latest episodes • YouTube : Watch episodes and exclusive insights • TikTok : Explore quick tips on productivity and automation Powered by Pinnacle Ai : The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.
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