sales automation
Photo by Walls.io on Unsplash Why a small post-call process can have outsized impact We all know the hardest part of selling is not necessarily getting someone on the phone. It is ensuring the right follow-up happens immediately after the call. Missed follow-ups, inconsistent pipeline updates, and unclear next
universal-elements
Photo by Shutter Speed on Unsplash Creating and configuring the perfect element makes sites feel professional. Universal Elements let us save those components once and reuse them everywhere. That reduces repetitive work, cuts mistakes, and keeps pages aligned across funnels, websites, and stores. Why Universal Elements matter Universal Elements give
customer-retention
Photo by Andreea Avramescu on Unsplash Every founder knows the gut punch of seeing clients leave in waves. One month the signup numbers look promising. The next month we watch 30 percent of those new customers walk away and we wonder if we made the right choice at all. That
ecommerce
Photo by Brett Jordan on Unsplash Overview Consistent branding builds trust and helps customers finish purchases. Our new setting gives you direct control over product description typography on the Product Details Page. That means the body text, the Show More/Show Less link, and extended descriptions can all match your
course-analytics
Courses help you educate customers and deliver value. At Pinnacle, we redesigned the Courses dashboard to combine cleaner design with faster performance. The goal is simple: give teams quick, actionable insights so they can improve course outcomes without wasting time or resources. What the dashboard shows at a glance The
fundraising
Photo by Luis Quintero on Unsplash Why recurring donations matter Getting people to donate for the first time is the hardest step. Once someone gives, making it simple for them to give again is what keeps revenue predictable. Recurring donations automate future payments. That reduces manual follow up and lowers
typography
Clean, easy-to-scan lists improve readability and help visitors take action. We added a simple item spacing control so lists look consistent with your typography. The new control sits next to the line height setting and works for both Rich Text and Bullet List elements in the Site Builder. What changed
forms
Forms, surveys, and quizzes now capture company and custom object data natively. This update links form submissions directly to CRM records so related objects are created or updated in one step. Below we explain how to set it up, why it matters, and best practices for making the most of
event-reminders
Photo by Jakob Dalbjörn on Unsplash Events are a great way to promote interactions in your community and connect with members. A clear, engaging reminder can make or break attendance. We built a customizable event reminder email tool so teams can send reminders that look like the rest of their
autosave
We added an autosave feature to the workflow builder to keep edits safe while drafting. Edits are written in the background so teams can focus on workflow logic instead of remembering to hit save every few steps. How auto-save works Auto-save continuously writes Canvas edits to your draft in real
community-broadcasts
Photo by Chris Montgomery on Unsplash We run communities for coaching, courses, and sales teams because live interaction builds trust, shortens sales cycles, and keeps members engaged. Hosting live sessions directly inside your community groups removes friction, centralizes content, and makes follow-up simple. This guide shows how to set up
quiz-automation
Photo by Luke Chesser on Unsplash Quizzes are a simple way to assess customers and learn how well they match your services. Mapping quiz results directly into custom fields keeps data tidy and powers better automation. We built a straight‑forward setup that saves time and removes manual tagging or