Pinnakle automation · CRM, follow-up & the team that runs it

Every lead, answered in 60 seconds.

One inbox for every DM, call, text and email. A calendar that books itself. A pipeline you can read in ten seconds. Reviews asked, lists revived, invoices sent. Built for you in four weeks, run for you every week after.

1 loginreplaces 15–20 tools60 smedian first reply4 weeksto go-live24/7front desk
Lands in one inbox from
Scroll to watch one lead
One lead · one minute · then the days after

Watch what happens to one missed call.

Keep scrolling. The phone on the left is a real thread from a demo account. The five automations you see are the core five: every client gets them in week one, and the $1 start is exactly this.

G
Glow DentalText message · from your number
0sec
Missed call
    That was the core five.Run it on my number for $1 →
    The platform

    This is what you log in to.

    Eight screens, the same ones your team uses every day. Tap a tab. Everything is live data from a demo account, not a mock-up.

    For coaches and consultants

    A CRM that does the follow-up for you.

    Most coaches lose clients between the first message and the first call. PinnakleFlow closes that gap, and the Pinnakle Media team runs it for you.

    What is PinnakleFlow?

    PinnakleFlow is a CRM and follow-up system for coaches, consultants and small businesses. Every DM, call, form and email lands in one inbox and gets a reply within a minute. Bookings, reminders, payments, your course portal and review requests run from the same login. Pinnakle Media builds it and runs it for you.

    Why do coaches need a CRM?

    A coach answers DMs between sessions, so leads wait hours and go cold. A CRM keeps every enquiry in one place, replies on time, books the call and reminds the person to turn up. Follow-up stops depending on your free time, so more of the people who ask end up on a call.

    What's inside

    • One inbox for Instagram, Facebook, WhatsApp, text and email
    • Booking calendar with reminders and no-show recovery
    • Pipeline from lead to enrolled
    • Payment links, invoices and subscriptions
    • Course and community portal on your domain
    • Review requests and a weekly report
    Buying guide

    How to choose a CRM for coaches.

    A CRM for coaches is a tool that keeps every lead and client in one place and follows up for you. It should track people from the first DM or form to a booked call to a paying client, send reminders and follow-ups on its own, and take bookings. PinnakleFlow is Pinnakle Media's CRM and marketing automation platform for coaches and service businesses. We set it up for you, so you don't start from an empty account.

    What to look for (and what PinnakleFlow has)

    What a coach needs from a CRM and whether PinnakleFlow has it
    What a coach needsWhy it mattersPinnakleFlow
    One pipeline from lead to clientYou can see who needs a reply todayYes
    Automatic follow-ups (email and SMS)Most leads go cold because nobody follows upYes
    Booking calendarLeads book a call without back-and-forthYes, with reminders and no-show recovery
    Funnels and landing pagesSend ads and content to one clear pageYes
    Forms and a chat widgetCapture leads from your content and your siteYes
    Done-for-you setupYou start with your pipeline, emails and pages builtYes, by the Pinnakle Media team

    Questions to ask before you buy any CRM for coaches

    1. Will it work with how I get leads today (Instagram, LinkedIn, webinars, referrals)?
    2. Who builds the first pipeline and follow-up messages, me or them?
    3. Can I take bookings and payments without adding three more tools?
    4. What happens to my contacts if I leave?
    5. Is there a real person I can talk to when something breaks?

    Who PinnakleFlow is not for: solo coaches with a handful of clients who are happy with a spreadsheet and a calendar link, and companies that need a big enterprise sales CRM with many sales teams.

    Need the lead flow before the CRM, with cold email and lead research? We set up PinnakleFlow as part of our AI automation work too.

    Book a 15-min call →
    A café owner behind the counter reading a tablet
    Most owners never log in further than the inbox and the board.We build it, we run it, you read the Friday report.
    One login

    The twenty-one tabs you can close for good.

    Most clients arrive with a booking tool, an email tool, a DM tool, a course platform, a CRM, a phone line and the glue between them. Each one is a login, a bill and a place for a lead to get lost. Scroll, and watch them fold into one.

    PinnakleFlowone login · one bill
    21logins21bills21places to lose a lead
    Everything inside

    Capture. Book. Sell. Keep.

    Four stations, twenty modules, one lead moving through them. Hover or tap a station to see what is inside.

    Pinnakle automation

    Your follow-up runs on autopilot.
    You run the business.

    Nothing here needs you to remember it. The replies, the reminders, the invoices and the review asks go out on their own, in your words, and the Friday report tells you what happened.

    While you sleep11:48 pm enquiry → answered at 11:48 pm

    A reply in your voice, a slot held on the calendar, a card on the board before you wake up.

    While you are on a jobMissed call → text back in 60 seconds

    The customer gets an answer, your crew keeps working, the booking lands in the right calendar.

    While you are on holidayReminders, invoices, reviews, reactivation

    The week runs itself. You read one report on Friday and reply to the three things that need a human.

    Playbooks by business

    Built for the way your customers buy.

    The platform is the same. The pipeline stages, the messages and the timing are not. Pick yours.

    Two roofers on a roof at golden hour, one checking his phone
    Your crew is on a roof. The phone still gets answered.Missed-call text back, built by Pinnakle Media, live in week one.
    Across client accounts

    What the flow did this quarter.

    Demo-account totals, refreshed monthly. Every number comes from a dashboard like the one above.

    Since you opened this page:0conversations answered across client accounts
    What owners tend to say

    The part they notice first is the quiet.

    Illustrative examples built from typical setups, not published reviews. Real client reviews replace them as they come in.

    Three ways in

    Everything starts with the core five. Then pick one.

    Every offer includes the core five, a weekly report and a human who answers. Each card says what you get and, step by step, how we do it. The 15-minute call is where the scope and the number get agreed, which is why there are no prices on this page.

    Add to any
    The $1 start

      $1
      seven days · the core five · your number
      Book the call, start for $1 → The dollar is charged on the call, once you have seen the plan. Refunded if you stop at day seven.
      After the $1 week

      The full build, four weeks.

      The slow parts, phone registration and email-domain warm-up, start on day one. Nothing is switched on until you have watched it run.

      Two halves of one team

      The studio makes the content. Flow makes it pay.

      Pinnakle Media has edited 3,000+ videos for 100+ creators and brands since 2022. PinnakleFlow is where those views land: captured, answered, booked and billed. Both run on Pinnakle OS, the app we built for the studio.

      See the studio’s case studies ↗
      Before you ask

      Straight answers, no demo required.

      Everything people ask before the first call, answered the way we would answer it on the call.

      Let’s map your flow

      Fifteen minutes. One diagram of where your leads leak.

      Book a call with Prateek. You leave with a drawn map of your current lead path, the three automations that would pay back first, and a scope you can say yes or no to.

      Book a 15-min call →
      Free · 15 minutes · US, Canada, UK and worldwide
      • Your accounts stay yours
      • Month to month, no lock-in
      • Nothing switched on until you have seen it run
      • pinnaklemedia@gmail.com
      Prefer to start by email?Tell us where leads come from today. We send back a one-page map of the leaks and the first three fixes, within two business days.
      Lands in the studio inbox. Reply within one business day.
      Start for $17 days · your numberBook a call
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