Your single control surface for clients, finance, diary, demos and provisioning.
Single user · info@pinnaclepa.biz
PinnacleCommand Centre
T
Tiaan
Today
Good day, Tiaan
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Connecting…
Active Clients
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Monthly Revenue
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Open Leads
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Overdue Invoices
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Action Required
Pipeline
Recent Activity
Module 03
Clients (CRM)
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0 clients
Business
Stage
Packages
Monthly
Contract Ends
Module 02
Client Onboarding
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Live Demo
Dealer Dashboard
Live demo for prospects · auto-loads on open
No Demo URL Set
Configure your Demo Dealer URL
Set the URL of your Dealer Dashboard demo tenant (e.g. https://dealer.pinnaclepa.biz/demo or your "Pinnacle Demo Motors" instance) in Settings → Diary & Hours. The demo will load here for client meetings.
Module 04
Client Provisioning
Set up new client portals — Quotes + Invoices (R299/mo), Payroll (R199/mo), Setup R2,000.
Module 04 · Website
Pinnacle Website
Quick-edit content, lead form feed, Cloudflare deploy button.
Module 05
Finance Department
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This Month Income
R 0
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This Month Expenses
R 0
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Net Profit
R 0
Income − Expenses
Outstanding
R 0
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Reference
Client
Issued
Due
Amount
Status
Date
Vendor
Category
Description
Amount
Upload Bank Statement CSV
Drag & drop a CSV file here, or click to browse. The system will auto-match PPA-WBS-CLIENT-INV references and mark invoices as paid.
✓ 0 matched⚠ 0 unmatched⊘ 0 ignored
Date
Description
Reference
Amount
Status / Match
Past Imports
No imports yet.
Module 06
Sales & Leads
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0 leads
Business / Contact
Source
Status
Message
Received
Module 10
Diary & Reminders
Daily · Weekly · Monthly · synced with Google Calendar (Phase 3)
