Create A Sales Process That Does The Heavy Lifting For You
Build better customer relationships, automate your sales process, & grow your business at lightning speed.
Generating Sales Just Got A Whole Lot Easier With Pinnacle Ai CRM
How It Works
Take Advantage of Each Opportunity
Automatically creates contacts for each person that has interacted with your business online. Then promote your business to turn them into paying customers.
Make Better Decisions
Keep track of each lead & exactly where they are in your sales process. That way you can focus more of your energy on the ones that are close to buying.
Speed Up Sales
With our checkout pages, invoicing options, & text 2 pay links you can easily sell online & get paid faster than ever before.
SALES PIPELINE
Close More Deals with Less Work
- Create a sales pipeline optimized to drive more sales to your business
- Automated tasks and follow-up help you bring more deals to close
- Get real-time updates on your leads so you can stay on top of everything
- Whether you are a solo-preneaur or you have a sales team by your side Pinnacle Ai CRM will keep you organized and streamlined, so you never lose a potential customer again
CRM & CONTACT MANAGEMENT
Turn Your Contacts Into Opportunites
- Automatically creates a contact anytime a lead calls you, texts you, emails you, or messages you on social media Automated tasks and follow-up help you bring more deals to close
- Each new contact is another sales opportunity - automatically build your list with Pinnacle Ai CRM
- Keep your customer’s notes, tasks, upcoming appointments, calls, contracts, emails, and everything you have on a contact in one place
- Stay organized and in control of your customer relationships
INVOICING
Make It Easy For Your Customers To Pay You
- Generate & send an invoice in as little as 30 seconds (seriously, we timed it)
- Set up recurring invoices & allow your customers to auto-pay
- Automatically send payment reminders & overdue notifications
- Save money by getting rid of your invoicing software subscription
TEXT 2 PAY
Get Paid Faster
- Send secure payment links right to your customer's phone via text
- Customer simply enters their information, pays, and voila… you receive the money INSTANTLY
- You can even generate a payment link on the go with our mobile app & paid in minutes
ONLINE CHECKOUT PAGES
Easily Sell Online
- Easy, customizable checkout forms let you start selling online in minutes
- Sell subscriptions or set up one-time payments
- Offer instant, one-click upsells to maximize each order
- Create custom automation after a sale is made for a seamless customer experience
REVIEW & REPUTATION MANAGEMENT
Boost Your Brand’s Reputation
- The more positive reviews you have the more people will trust you & want to do business with you
- Automatically send review requests over text to make leaving a review effortless for your customers
- Rank higher on Google with more 5-star reviews
- Create a strong online reputation that will automatically bring new customers to you
FRIENDS & FAMILY REFERRAL MANAGEMENT
Turn Your Customers Into MORE Customers
- Make it easy for customers to refer their family and friends
- 92% of customers are more likely to buy when referred by a friend
- Referral marketing is one of the most effective ways to generate new customers
- Turn your happy customers into new customers
REPORTING & ANALYTICS
Know Exactly What Is Working & What Is Not
- Gain key insights to make better business decisions
- Discover exactly what is working well & what needs improvement
- Uncover untapped opportunities
Share Your Value
Build Your Online Presence
Attract More Clients
Learn How Our All In One Sales & Marketing CRM Can Transform Your Business
Join 3,800 + Surge by Thrive Customers!
I would give Surge by Thrive a 5 out of 5 stars! It's extremely easy to use even if you're not tech-savvy, it's effective and I recommend it to all my clients!
I have used different marketing automation platforms and this is now the best one I can recommend for beginners and SME.
The campaigns are so simple & easy to create... It's unbelievable.
Make sales on the go with our mobile app.
- Get real-time notifications straight to your phone
- Chat with your clients & leads right from the app
Never miss another opportunity again
