Pinnacle AI CRM introduces innovative lead addition in its Affiliate Manager, encompassing diverse conversion scenarios. This enhancement ensures accurate credit for referrals, accommodating online and offline marketing efforts. It emphasizes precision, trust-building, and comprehensive affiliate management.
Pinnacle AI enhances CRM with new call management features like "Ring All" functionality, inbound call browser notifications, and localized outbound call ringtones, aiming to streamline communications and enrich client interactions while emphasizing innovative customer relationship and marketing strategies.
Pinnacle AI introduces enhanced integration with QuickBooks Online (QBO) for automated financial documentation in its CRM platform. This update generates sales receipts in QBO for Pinnacle AI-processed transactions, ensuring accurate and streamlined financial tracking. Both new and existing customers benefit from this seamless solution for efficient customer relationship and financial management.
Pinnacle AI introduces the Configure Bot Intent Tab, enhancing CRM automation by enabling businesses to easily tailor bot communications, ensuring relevant and effective customer interactions.
Pinnacle AI enhances CRM with improved contact search and audit logs for conversation deletions, streamlining communication and ensuring transparency in message management. The update simplifies finding contacts and provides clear records of deleted conversations, optimizing user experience and accountability.
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