support-ticketing
Photo by Cherrydeck on Unsplash We built a support ticketing system inside our existing business software so we could stop juggling tools, respond faster, and keep every customer conversation linked to the right contact. This guide shows how to design, implement, and automate a practical ticket system that scales with
crm-integration
Photo by Walls.io on Unsplash If your business uses a central CRM but still runs forms or funnels on other websites, you can capture those leads and page views without rebuilding everything. This guide shows how to set up external tracking so form submissions and page visits from websites
call-transcription
Photo by Flipsnack on Unsplash Every client call hides useful information: budgets, timelines, priorities, and next steps. Replaying recordings or scribbling notes steals hours from our week. We started using the platform's AI transcription and summary tools to stop hunting for details and start acting on them. What
print-on-demand
Photo by Daniel Korpai on Unsplash We wanted a low-risk way to sell custom merch without warehousing inventory. Connecting a print-on-demand partner to our business software let us offer hundreds of products, automate order flow, and keep margins predictable. This guide walks through the practical steps we followed, the decisions
course-creation
Photo by Walls.io on Unsplash Finding a repeatable formula for course content takes time. Once we have a standard, being able to duplicate and edit content for repurposing becomes essential. Pinnacle's Courses Builder now includes instant cloning for lessons, quizzes, assignments, and full modules. This speeds up
saved-views
Photo by Cherrydeck on Unsplash As a business owner, our inboxes and messaging threads quickly become the workspace for sales, support, and operations. Saved conversation views let us capture the exact filters we need and return to them instantly. That reduces manual sorting, prevents missed follow-ups, and keeps the team
social-media
Photo by dlxmedia.hu on Unsplash Managing comments across Facebook, Instagram, LinkedIn, TikTok, and other networks can feel like juggling dozens of conversations at once. For growing businesses, missed comments mean lost leads and frustrated customers. We switched to a single social inbox inside our business software and cut the
data-quality
Photo by Kelly Sikkema on Unsplash When our business started tracking more than just contacts and sales, we needed a reliable way to keep records distinct. Custom objects with unique fields solve that problem. They let us create purpose-built records—like vehicles, properties, or invoices—and guarantee each entry can
mobile-app
Photo by Vitaly Gariev on Unsplash We added a simple but powerful change to the mobile app: when you explicitly pick an outbound number, that choice now stays selected for future calls. This reduces dialing mistakes and removes the need to reselect your outbound number after every call. What changed
brand-colors
Photo by Akash Rajendra on Unsplash Consistent brand color is an easy way to make everything feel professional and intentional. For growing businesses, managing color across landing pages, funnels, templates, and marketing assets can quickly become chaotic. We implemented a simple approach: centralize our brand colors in one place and
compliance
Photo by Omar:. Lopez-Rincon on Unsplash Using AI to make outbound calls can save our team hours and improve follow-up consistency. But automated calling comes with strict legal and operational rules. This guide explains what outbound calling compliance looks like, why it matters for small businesses and growing teams, and
autosave
Photo by Growtika on Unsplash We run a growing business and rely on automation to keep things moving. Losing work because of a browser refresh, network hiccup, or a missed save used to cost time and stress. Now, autosave in the AI builder is here to change that. It quietly