One record of every customer, from first touch to renewal.
Pinnacle Premier Bank brings sales, quotes and billing, marketing, customer service, field service, commerce, loyalty and partners together around a single customer record.
Who signs in
Each person sees what their role allows- Your staff in sales, marketing, service, field, billing, partners and privacy, each with their own dashboard
- Your customers, to see their orders, cases and loyalty points
- Business contacts, for their company's quotes, invoices and requests
- Partners, to register deals and claim funds
Everything around the customer record
Each area can be switched on when you need it.
Customer 360
One record for every organisation, person and household, with its full history.
Sales
Leads, opportunities, forecasts and territories for every kind of sales team.
Quotes, orders and billing
From a configured quote to a signed contract, an invoice and a payment.
Marketing
Campaigns, journeys and segments that respect each person's consent.
Customer service
Cases from every channel with service levels, a knowledge base and surveys.
Field service
Work orders, scheduling and installed assets for teams on the road.
Commerce and loyalty
Online orders, promotions and a loyalty programme in the same record.
Partners
A portal for resellers and referral partners, with deal registration.
Reports and analytics
Dashboards, reports and analytics for every role.
Platform
Security, approvals, automation and the tools to fit the platform to your business.
How it works
From the first visit to a renewal, every step lands on the same record.
Capture
Leads arrive from forms, events, campaigns and partners, and are matched to existing records.
Sell
Opportunities move through your stages; quotes with larger discounts go to an approver first.
Deliver and bill
Orders become contracts, subscriptions and invoices, each posted to a double-entry ledger.
Serve and grow
Cases, field visits, loyalty and renewals all add to the same timeline.