
What's New in SMBcrm: 15 Features We Shipped in Q1 2026
From smarter AI workflows to drag-and-drop automation and WhatsApp media messaging, here's everything SMBcrm shipped in the first quarter of 2026.
Practical guides for CRM, sales, and marketing.
Showing 37–48 of 84 articles

From smarter AI workflows to drag-and-drop automation and WhatsApp media messaging, here's everything SMBcrm shipped in the first quarter of 2026.

Learn proven CRO best practices to convert more visitors into leads. Covers auditing, A/B testing, landing pages, forms, CTAs, and CRM follow-up.

Learn what a good conversion rate looks like across industries and actionable strategies to improve yours using landing pages, forms, and CRM automation.

Learn how to calculate CRM ROI for your small business. Includes a simple formula, real cost savings, and benchmarks to justify your CRM investment.

Use CRM reporting and analytics to make smarter business decisions. Covers essential reports, KPIs to track, dashboard setup, and common mistakes.

Seven practical automation workflows every small business should set up: lead follow-up, appointment reminders, review requests, invoicing, and more.

Practical guide to social media management for small businesses. Covers platform selection, content planning, scheduling, and CRM integration.

Most leads are lost to poor follow-up. Learn a proven sales follow-up strategy with timing, channel selection, templates, and CRM automation.

Step-by-step guide to creating a referral marketing program. Covers incentive structures, automation, tracking, and real-world program templates.

How to segment your customer base for targeted marketing. Covers demographic, behavioral, and value-based segmentation with small business examples.

How to monitor, manage, and improve your online reputation. Covers Google reviews, responding to feedback, and using CRM tools to automate the process.

Learn how lead scoring works, how to build a scoring model, and how CRM automation can rank leads so your sales team focuses on the right opportunities.