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CLOSE
Close deals with less back-and-forth
Remove friction and turn conversations into paying customers.
crm.getpinnacle.ai/pipeline
New lead
Whitlock · $2,400
Score 42
Peña · $8,100
Score 31
Estimate sent
Sandoval · $5,600
Score 78
Ready to close
Boyd · $3,200
Score 94
Platform > Close
Closing tools are everything that happens between "yes, I'm interested" and money in the bank. In Pinnacle Ai that's a visual sales pipeline, estimates and proposals with e-signature, invoices that build themselves from the accepted proposal, and payment by text with Text-2-Pay and Tap-2-Pay. Lead scoring shows who's closest to buying, and order forms with upsells raise the value of each sale at the exact moment the customer says yes.
From estimate to signed to paid
Send estimates and proposals with e-signature, then convert them to invoices automatically. No re-typing, no chasing.
Get paid in the text thread
Text-2-Pay and Tap-2-Pay let customers pay the moment they say yes. Send an invoice in 30 seconds.
Know who's ready
Lead scoring and visual pipelines show exactly who's closest to buying, so you spend your time where it pays.
Sell more per sale
Order forms with upsells and downsells, one-click upsell funnels, paid calendars, memberships and courses, gift cards and loyalty programs.
STEP BY STEP
How closing works in Pinnacle Ai
1
The deal enters a pipeline
Every opportunity sits in a stage you can see at a glance.
2
You send the estimate or proposal
Branded, e-signable, and trackable — you know when it's opened.
3
They sign and pay
The proposal converts to an invoice; Text-2-Pay collects the deposit.
4
Follow-up runs on anything unsigned
Automatic nudges on day 1 and day 3 until you get an answer.
Everything in Close
Lead Scoring
Estimates & Proposals
Invoicing
Payment Integrations
Paid Calendars
Order Forms / Upsells / Downsells
Membership Offers / Courses
One-click Upsell Funnels
Text-2-Pay
Tap-2-Pay
Gift Cards
Loyalty Programs
What is Text-2-Pay?
Text-2-Pay is a payment link sent by SMS the moment a customer agrees to buy. Instead of mailing an invoice and waiting, you tap send, they tap the link and pay from their phone in the same conversation where they said yes — card or digital wallet, no app, no login. The payment posts against the invoice automatically, so your records update without re-typing anything. Tap-2-Pay does the same thing in person: take a card on your phone at the kitchen table or the front counter, with the receipt texted straight to the customer.
How do sales pipelines help a small business?
A sales pipeline shows every open deal by stage, so you can see who's closest to buying and what's stalled. Instead of a notebook, a whiteboard and three people's memories, each opportunity has a value, a stage and a next step, and moving a card can trigger the follow-up automatically. That does two things: nothing gets forgotten between "I'll send a quote" and "did we ever hear back?", and you can predict the month from what's actually in the pipe rather than a feeling.
- See every open deal by stage and value in one board
- Lead scoring surfaces who's ready to buy right now
- Moving a card can trigger the next follow-up automatically
How do you cut quote-to-close time?
Cut quote-to-close time by removing every wait state between the quote and the payment. Follow up on every estimate on day 0, day 1, and day 3 automatically instead of when you remember. Let people sign on their phone with e-signature rather than printing and scanning. Ask for a deposit with a payment link inside the same thread, so the commitment happens while enthusiasm is high. And offer the upgrade at the moment of yes — order forms with upsells and one-click upsell funnels raise the average sale without another conversation.
- Automatic estimate follow-ups on day 0, 1 and 3
- E-signature on the phone, then straight to an invoice
- Deposit link and upsell offered at the moment of yes
Everything on this page is included on every plan — set up with you in your first week.
WORKS FOR YOUR INDUSTRY
Close, tuned to your business
Warm conversations come from Nurture →, and new customers move on to Evangelize →.
See Close working with the other four stages.
PREVIOUS STAGE
Nurture
NEXT STAGE
Evangelize
Back to the platform overview →
FAQ
Close questions
Do estimates turn into invoices automatically?
Yes — estimates convert to invoices in Pinnacle Ai. When a customer accepts and signs an estimate or proposal, it converts to an invoice with the same line items — no re-typing, no second document to keep in sync.
Can I take deposits and payment plans?
You can collect a percentage or fixed deposit up front, split the balance into scheduled payments, and set up recurring billing for memberships or maintenance plans. Every payment posts against the customer record.
Can I sell gift cards and memberships?
Yes — gift cards, memberships, courses and loyalty programs all run inside the platform, with order forms, upsells and downsells available on any offer.
What is lead scoring?
Lead scoring assigns points based on what a contact does — opening messages, clicking a booking link, replying, visiting a pricing page — so the people most likely to buy rise to the top of your list instead of being buried.
What about card processing fees?
Card fees are set by the payment provider you connect, not by us — we don't add a transaction fee on top. Your plan price stays flat at $297, $397 or $497 a month.
See the whole Close toolkit in the demo.
Pipelines, proposals with e-signature, invoicing, Text-2-Pay and upsell order forms — included on every plan, with white-glove setup in your first week.
No contracts · Unlimited users & contacts · Cancel anytime
"good support and a lot of opportunity for managing business"
GC
Gary Chayevsky