Pinnacle Seven

Pinnacle Seven is a business management software solution designed to streamline operations, improve efficiency, and potentially increase profitability. It is intended for businesses of various sizes, from small startups to large enterprises, and caters to a range of professions and industries, such as manufacturing companies, distribution companies, retail companies, service-based companies, and construction companies.

Key Features

Sales Management: According to the vendor, Pinnacle Seven offers a CRM module for managing customer relationships, leads, sales orders, and quotations. It also includes features for opportunity handling, customer help desk management, and a built-in calendar and dialer for scheduling appointments and calls.

Purchase Management: The vendor claims that Pinnacle Seven provides features to streamline the procurement process, including managing purchase requests, purchase orders, and vendor bills. It also offers inventory management for tracking stock levels, supplier and vendor management, and automatic stock replenishment.

Inventory System: Pinnacle Seven offers real-time stock updates and alerts to help with effective inventory management. The system allows users to manage inventory moves, handle incoming shipments, perform stock audits, and determine the cost of inventory based on pricing rules.

Accounting System: According to the vendor, Pinnacle Seven includes features for managing expenses, customer invoices, vendor bills, and payments. The system provides comprehensive financial reports, journal entries, reconciliation, and tax reports to support accurate financial record-keeping.

Human Resource Management: The vendor states that Pinnacle Seven includes features for managing employee details, leave management, timesheet management, and performance evaluation. It provides an employee directory, tracks employee vacations, records work hours, and conducts periodic evaluations.

Manufacturing Management: According to the vendor, Pinnacle Seven offers features for planning and Bill of Material (BOM) management, routing and work centers management, a product configurator, and support for various manufacturing methods.

Wholesale Distribution Management: Pinnacle Seven aims to consolidate and automate the wholesale distribution process. It manages sales ordering, pricing, shipping, sourcing, and billing, providing real-time information for better decision-making.

CRM Solutions: According to the vendor, Pinnacle Seven offers features to improve customer relationship management. It allows for tracking customer interests, desires, concerns, and habits, as well as segmenting customers, initiating sales and service processes, and improving customer engagement and personalization.

Automobile Dealership CRM: Pinnacle Seven provides features specifically designed for automobile dealerships. It aims to help manage leads, opportunities, and sales pipelines, track customer interactions and engagement, and provide real-time insights on customer interests and preferences.