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…
Modules
0
👥
Clients
CRM & client records
0
🎯
Leads
Pipeline & prospects
💳
Finance
Invoices & bookkeeping
📅
Diary
Calendar & schedule
📄
Documents
Files & storage
0
🚀
Onboarding
New client setup
⚙️
Provisioning
Client services
🌐
Website
Site & marketing
📊
Reports
Analytics & insights
🔧
Settings
Preferences & config
🏎️
Dealer Demo
Dashboard preview
Active Clients
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Monthly Revenue
—
Open Leads
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Overdue Invoices
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—
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Quick Notes
Saved locally · your eyes only
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
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Business
Package(s)
Monthly Value
Contract Start
Business
Dashboard URL
Provisioned
Subscription
Module 05 · Website
Website Manager
pinnaclepa.biz — lead feed & deploy controls
New Website Leads
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unprocessed
Signup Reservations
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pending demo
Deposits Paid
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via Paystack
Unprocessed Website Leads
Name / Business
Contact
Message
Received
Signup Form — Reservations
Dealership
Contact
Product
Deposit
Status
Submitted
Module 05
Finance Department
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This Month Income
R 0
—
This Month Expenses
R 0
—
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
Website Leads Inbox
0 unprocessed
Enquiries submitted via the public contact form. Click + Add to Leads to import into CRM.
Name / Business
Contact
Message
Received
Module 10
Diary & Reminders
Daily · Weekly · Monthly · synced with Google Calendar (Phase 3)
