course-cloning
Photo by Aleksandra Sapozhnikova on Unsplash As a small business that sells training and builds internal playbooks, we measure time in two ways: the hours we spend creating content and the hours our team spends applying that content. Anything that shaves off creation time without sacrificing quality becomes a practical
task-management
Photo by Ninthgrid on Unsplash Why multi-object task associations matter Managing follow-ups and keeping everyone aligned is the hardest part of growing any small business. When different teams—sales, success, operations—need to act on the same work, duplicate tasks and siloed communication create wasted time and missed opportunities. Multi-object
email-forwarding
Photo by Mapbox on Unsplash For businesses like ours, small features can make a surprisingly big difference. We finally have the ability to forward emails directly from within our business software, and it changes how we handle follow-ups, collaboration, and documentation. This isn’t flashy, but it is practical. It
email-marketing
Photo by Stephen Phillips - Hostreviews.co.uk on Unsplash Why timing matters When an email arrives at the right moment, recipients notice it, open it, and are more likely to reply. Poor timing makes even a great message invisible. AI Schedule gives us a smarter way to schedule emails
custom-fields
Photo by Brett Jordan on Unsplash Why this change matters for growing businesses We run a small but growing operation. Every appointment, rental, or service booking is an opportunity to show professionalism and reduce friction. Until recently, calendar settings in our business software only let us pull a fixed set
mobile-ui
Photo by Vitaly Gariev on Unsplash We recently rolled out a small but powerful change to our online store experience: a cleaner mobile interface for sorting and filtering products. It might seem like a minor update at first glance, but for growing businesses that rely on mobile shoppers, this kind
Photo by Vitaly Gariev on Unsplash Keeping an online store organized takes time. We juggle product pages, seasonal promotions, inventory levels, and the emails and automations that rely on accurate product data. Collections—both manual and smart—let us group products in ways that reduce repetitive work and keep our
call-dispositions
Photo by Baljinnyam Munkhgerel on Unsplash Call dispositions give teams a simple way to classify calls, trigger follow-up actions, and keep customer experiences consistent. With custom dispositions, we can map the outcome of each call to an automation that runs the next steps without manual work. What call dispositions do
prospecting
Photo by Vitaly Gariev on Unsplash As a growing business, one of the constant headaches is keeping prospects organized. We juggle follow-ups, new accounts, and a small team that needs quick, clear processes. When small process gaps exist—like forgetting to create a customer record after a successful deal—they
scheduling
Photo by GoodNotes 5 on Unsplash We added a simple but powerful update to Pinnacle calendars: you can now edit service appointment details without cancelling or rebooking. That saves time, keeps contact info intact, and prevents payment confusion when a client asks for a small change. Why this matters Service
visual-ai
Photo by Vagaro on Unsplash Visual AI bots transform conversations by letting your business interpret and act on images and voice notes automatically. Instead of asking customers to explain a screenshot or type details, your bot can read a receipt, identify a product photo, suggest appointments after seeing a calendar
TikTok automation
Photo by Lana Codes on Unsplash If we rely on manual inbox management for TikTok, we lose leads the moment we step away from the screen. Automating direct messages and comment replies turns passive engagement into active conversations without adding more work to our day. The platform’s messaging and