Stop paying for a separate CRM and manually syncing data between two platforms. PinnacleVoice's embedded CRM gives every agent a complete 360° customer view, in the exact same window where they're dialing.
When an agent connects to a call, the contact's full CRM profile loads instantly: history, notes, lead score, previous interactions, and pipeline stage, without the agent doing anything.
Duration, recording, disposition, agent notes, and outcome are automatically saved to the contact record the moment the call ends. No wrap-up forms. No manual logging. Zero.
If you use Salesforce, HubSpot, or Zoho, every PinnacleVoice interaction syncs back to your external CRM automatically, both ways, in real-time, with no data loss.
Every call, SMS, email, note, disposition, and file attachment in one unified contact timeline, instantly visible when your agent connects.
Machine learning scores every contact by conversion likelihood based on engagement history, profile data, and behavioral signals, automatically updated after every interaction.
Build your CRM around your exact workflow. Create unlimited custom fields, disposition codes, contact tags, and pipeline stages without IT involvement.
Drag-and-drop deal pipeline with stage automation. Automatically move contacts to the next stage based on call outcomes and trigger follow-up tasks instantly.
Disposition a call as "callback tomorrow" and PinnacleVoice automatically schedules the call, adds it to the agent's queue, and sets the reminder with no manual input.
Native two-way sync with Salesforce, HubSpot, Zoho, Pipedrive, GoHighLevel, and 25+ more. Data flows both ways in real-time with no middleware needed.
Every recording is stored directly in the contact's CRM record, tagged, searchable, and accessible from one click without leaving the platform.
Build dynamic contact lists based on any field combination: call history, disposition, score, stage, timezone, or custom fields. Update in real-time as data changes.
Group contacts under company accounts. Track multi-stakeholder deals with shared account notes, contact relationships, and company-level pipeline visibility.
Most CRMs fail because agents don't use them. They're too slow to load, too many clicks to update, and too far from where agents actually work. PinnacleVoice's CRM is in the same window as the dialer. It loads automatically, saves automatically, and requires zero extra effort.
Schedule a demo and we'll walk through a live agent screen — dialing, CRM loading automatically, call logging, and AI scoring — all in one window.