ai-workflows
Photo by Omar:. Lopez-Rincon on Unsplash We updated how AI features appear and behave inside workflows to reduce confusion and improve results. AI-powered actions are now organized more clearly, and the underlying AI model has been upgraded. These changes make translation, summarization, intent detection, and automated decision-making faster and more
gift-cards
Photo by Rob Laughter on Unsplash Why gift cards matter for your business Gift cards act as prepaid store credits customers buy now and redeem later. They bring immediate revenue and invite repeat visits. When set up right, gift cards also act as a compact advertisement. They encourage spending above
workflow-automation
Photo by fran innocenti on Unsplash We run a growing business and we need systems that adapt as our team changes. The ability to assign fillable fields in documents and contracts dynamically from workflows removes a constant source of friction. Instead of manually swapping sender or signer details every time
task-management
Photo by Julio Lopez on Unsplash As a growing business, one of our biggest challenges is keeping follow-ups organized across teams. We need a single place where a task can be visible to sales, customer success, operations, and anyone else who needs to act. Associating multiple records to a single
email-templates
Photo by Yogas Design on Unsplash Branded review requests are an easy, high-impact way to turn satisfied customers into public advocates. We used the template library inside our business software to transform plain, generic review emails into consistent, on-brand messages that feel personal and professional. The result: higher open rates,
chat-widget
Photo by Sanket Mishra on Unsplash Why this change matters for growing businesses We manage conversations with prospects all day. When a chat widget forces a hard-coded prompt, it interrupts the flow and can make the interaction feel impersonal. Being able to control the message that asks for contact details
Google Ads
Photo by path digital on Unsplash Why connect Google Ads to Pinnacle Google Ads delivers fast, targeted traffic and high-intent leads. Connecting it directly to Pinnacle lets those leads flow into a single place, so teams can follow up quickly and consistently. The integration syncs lead form submissions automatically, triggers
pipeline permissions
Photo by National Cancer Institute on Unsplash Why pipeline permissions matter for growing teams As our business grew, keeping opportunity pipelines tidy and accurate became a daily challenge. Team members need visibility to move deals forward, but not everyone should be able to change the pipeline structure or see revenue
community-management
Photo by Marian Kamenistak on Unsplash We manage a growing community as part of our business software, and having control over how members navigate that space matters more than we expected. The platform now lets community admins choose exactly which navigation tabs appear in the community bar. That small change
product-updates
Photo by Cherrydeck on Unsplash We recently rolled out a set of user interface updates to our business software that directly improve how we manage contacts and conversations. These changes are small on their own but add up to noticeably faster, clearer, and less frustrating daily work. For growing teams
mobile-app
Photo by Georgiy Lyamin on Unsplash Pinnacle rebuilt the mobile app to make running your business feel effortless. It is cleaner, faster, and smarter. The interface matches how teams actually work, and powerful features are now easier to reach from your phone. What changed at a glance * App drawer replaces
all-in-one-platform
Photo by Vitaly Gariev on Unsplash Why this guide matters Running a small business or agency means juggling tools for marketing, sales, scheduling, payments, and customer support. The right all-in-one platform reduces that friction by centralizing workflows, automating routine tasks, and improving client experience. This guide explains the core features,