June was about doing more without switching screens or switching tools.
SMBcrm shipped 75 product updates across the mobile app, voice and calling, workflows, AI, ecommerce, reporting, and rentals. Two of them were full capabilities going live rather than tweaks: Rentals booking and WhatsApp Calling. But the quieter story is where most of the month’s work went: closing the gap between the mobile app and the web, and pulling jobs that used to happen in other software back inside the platform.
Here is what mattered most in June, plus the smaller updates worth knowing about.
The Mobile App Caught Up to the Web
For a while the SMBcrm mobile app was the reduced version of the product, fine for checking things but not for doing them. June changed that.
Contacts Are Faster in the SMBcrm Mobile App rebuilt the contact experience with quicker loading, clearer profiles, inline editing, and swipe actions, so working a contact from your phone stops feeling like a compromise. Task Manager Updates in the SMBcrm Mobile App adds recurring tasks, linked opportunities, multiple contacts, and a board view, the pieces that made the desktop task manager usable. And Email Campaign Analytics in the SMBcrm Mobile App lets you search, filter, and review campaign performance from your phone instead of waiting until you are back at a desk.
Two smaller fixes remove long-standing mobile friction: Mobile Rich Text Formatting Is More Consistent makes notes, emails, and tasks render the same between web and mobile, and Mobile Unsaved Changes Dialog for Invoices and Estimates stops you from tapping away and losing an edit.
Ask AI came to mobile properly, too. Interactive Ask AI Responses in SMBcrm Mobile brings searchable history, real-time streaming, and native artifact rendering to the app. Ask AI Team Access Now Works in the SMBcrm Mobile App applies the same per-user access rules as web, and Ask AI Mobile Chat History Now Shows Your Chats Only keeps each teammate’s history private to them.
If you have a team that works out of the field, this is the month the mobile app became a place to run the business rather than glance at it.
Calling Grew Up
The calling stack got the kind of updates that only matter once you are handling real call volume.
WhatsApp Calling Is Available on Web and Mobile moved out of beta into general availability, with in-thread voice, permissions, routing, and call reporting, so WhatsApp conversations can become calls without leaving the thread. Transfer Calls Without Personal Phone Numbers adds warm and blind transfers to a teammate over web, a configured phone, or SIP, which means your reps stop handing out their cell numbers to move a call. Inbound Call Routing by Working Hours skips team members who are off the clock and falls back to the number’s existing backup, so after-hours calls stop ringing an empty desk.
Two related conversation updates rounded it out: Conversations AI Improves Audio Understanding delivers better transcription and wider language support for voice-to-text, and MMLite Adoption Banner Added to Conversations surfaces the WhatsApp MMLite option to eligible subscribers right above the composer.
Together these push Communication past “we can make calls” toward a phone system a real team can staff.
Rentals Became a Full Booking Product
Rentals Booking Is Now Available in SMBcrm is the headline launch of the month. It adds duration-based booking, inventory control, flexible pricing, customer-facing booking pages, and booking management. That is a complete rental workflow for anyone renting equipment, space, or gear, with no separate booking tool bolted on.
The supporting updates show how quickly it is filling in. Find Available Rentals Faster with Date Filters on Booking lets customers filter listings by date on the booking page. Rental Discounts and Scheduling Notice Improvements aligns discounts and minimum-notice rules with the rental periods you actually configured. And Smarter Calendar Sync for Rental Availability fills in your configured rental times when an imported booking is missing exact ones, so availability stays honest across pages.
Rentals is flagged as a Beta feature, so expect it to keep moving.
Workflows Reacted to More of What Actually Happens
The automation work in June went to two things: more triggers, so workflows have more real-world events to start from, and a builder that is faster to live in.
On the integration side, Housecall Pro Workflow Actions and Triggers expanded to nine triggers and fourteen actions across jobs, estimates, leads, and customers, building on the earlier Housecall Pro triggers and action released at the start of the month. Calendly Triggers and Actions Added to Workflows brings native booking automation, and Python Support Added to Custom Code Actions puts Python in the language dropdown for anyone who has outgrown no-code steps.
New triggers and conditions opened up automations that were awkward before:
- Conversation SLA Triggers and Dismissal Controls fires when a response SLA is due soon, overdue, or dismissed, with admin control over who can dismiss.
- Client Portal File Uploads Can Trigger Workflows starts follow-up the moment a client uploads a document to Shared Documents.
- Goal Events Now Support Task Status in Workflows routes contacts based on whether a related task was created or completed.
- Notify Followers and Opportunity Owners in Workflows and Use Opportunity Owners and Followers in If/Else make deal ownership something automations can notify and branch on.
- TikTok DM Replies Added to Workflow Wait Actions adds TikTok as a reply channel in “wait until the contact replies.”
- Improved Message Filters for Customer Replies gives clearer attachment and message-body conditions while keeping older filters working.
The builder itself got quicker: Workflow Builder Opens Faster From the Workflow List opens up to 4x faster, Workflow Builder Adds Sidebar Toggle lets you move between automations without leaving the canvas, Better Field Search in Workflow Filters ranks the best-matching field to the top of the dropdown, and AI Workflow Analytics in the Workflow Builder lets you ask the assistant about workflow performance, contacts, and triggers in plain language against live data.
Two email automations landed as well: Spintax Adds Dynamic Variations to Emails randomizes wording in subject lines, preview text, and bodies to keep bulk sends from looking identical, and Email Sequences Available in Beta Labs offers a simpler way to automate a threaded email conversation without building a full workflow. If you rely on Automation, the trigger list is the part to review.
AI Spread Into the Tools You Already Use
Beyond Ask AI on mobile, June’s AI work showed up inside existing builders rather than as standalone features.
Brand Boards Now Work With Blog Post AI means AI-generated drafts start from your saved Brand Voice and Design Kit instead of a blank, generic tone. Use Media Library Assets in AI Studio connects AI Studio to your existing images, so building or editing a site no longer means re-uploading assets you already have. Both are the kind of change that makes the AI tools feel less like a separate app and more like part of the work.
Selling Online Took Fewer Clicks
The ecommerce updates all pointed the same way: shorter paths from browsing to buying.
Add to Cart Buttons on Product Lists lets shoppers add eligible items straight from a product list or featured section without opening the full page. Link Website Buttons to Ecommerce Actions wires any website button to Add to Cart, Buy Now, or a Collection. Two-Step Checkout Option for Online Stores adds a two-step flow while keeping one-step as the default for existing pages, and Custom Checkout Button Text for Payment Links lets you rewrite the button copy with a live preview. Product Custom Values for Product Detail Pages rounds it out with variant-aware price and SKU values you can drop into product text.
For anyone running a store through Commerce, these are small edits that each shave a bit of friction off the same funnel.
Reporting, Ads, and Accounting Sync Got More Precise
Dashboards picked up new data sources. SMS Dashboard Widgets and Custom Metrics adds SMS widgets and custom-metric dimensions for delivery, inbound volume, sources, and senders. Google Ads Widgets Added to SMBcrm Dashboards pulls ad performance in once your account is connected, and Group Contacts by Source in Reports makes it easy to see which channels actually create contacts.
Ad Manager got safer to publish from: Save Meta Lead Forms as Drafts in Ad Manager lets you save, edit, and validate a lead form before it goes live, Better Meta Ad Campaign Validation in Ad Manager checks campaigns for setup issues before submission, and Meta Pixel Tracking Gets More Reliable Event Suppression only suppresses legacy events when a direct replacement exists, which prevents attribution gaps during the Events tab migration.
Accounting sync got more transparent, too: Accounting Sync Visibility for Invoices shows record-level sync status, errors, and retry options, and Xero Sync Adds Smarter Contact Controls lets you decide which contacts sync in and where supplier records land.
Social Planner and Reputation Expanded Their Reach
Social Planner had a busy month. LinkedIn Poll Posts in Social Planner adds polls with previews and duration options, Alt Text Support for Social Planner Images covers single images, carousels, and multi-image posts, and Delete Published Posts Directly from Social Planner removes a typo from the network itself without leaving SMBcrm. Retry Failed Social Planner Posts lets you recover a failed publish without rebuilding it. Two connection updates also improve how those accounts authenticate: Instagram Direct Connection Available in Labs and LinkedIn Integration Moves to Marketplace Framework.
On reputation, Auto-Detect Review Profiles Across 52+ Platforms surfaces recommended review profiles with review counts, match confidence, and business details, so connecting the right platforms stops being guesswork. It is a useful head start for anyone building out Reputation Management across multiple sites.
Other June Updates Worth Scanning
CRM and opportunities. Reorder Pipelines in the Opportunities View adds drag-and-drop ordering, View Opportunities Across All Pipelines puts every pipeline in one List view, and Appointment Sorting in Contacts and Conversations sorts appointments by timing and status. Audit Logs Add Preference Management Activity records who changed a contact’s subscription preferences and when, and Sync Community Membership Answers to CRM Fields writes onboarding answers straight into custom fields.
Courses and credentials. Live Sessions Are Now Built Into Courses lets creators schedule, host, notify, and reuse recordings from one course workflow, and Download Certificates and Badges in More Formats adds PDF, PNG, and JPG exports for Memberships & Education.
Builders and media. Layers Panel Search for Websites and Funnels finds elements on crowded pages without expanding every tree, QR Code Sharing in Funnel Builder generates a QR code for the current step, and New Blog Author Layout Improves Author Profiles gives blog authors a cleaner profile. Notifications Tab and Clearer Tooltips in Builders and Quiz Results Page Defaults Are Easier to Set cut setup steps in the Forms, Surveys, and Quizzes builders. On assets, Preview More File Types in the Media Library and Upload Images to Media Storage From a URL both reduce round-trips out of the platform.
Portal, affiliates, and domains. Document Privacy and Access Controls in Labs adds sharing controls for sensitive client files in the Client Portal. Affiliate Commission Splits Now Support 3 Promoters splits a commission across up to three promoters and recalculates automatically on a downgrade. And Recover Expired Domains Inside SMBcrm handles the 41-to-70-day redemption window, renewal, and registry fees in one flow instead of a panicked support ticket.
Templates. The library grew twice this month, with new website, funnel, email, and ad templates mid-month and another marketing template drop covering websites, email, forms, surveys, social, and ads.
What to Try First
If you only have time for a few June updates, start here:
- If your team works away from a desk, update the mobile app and hand a rep the rebuilt Contacts and Task Manager for a week. It is the fastest way to feel how far the app moved.
- If you handle calls, turn on working-hours routing and set up teammate transfers so reps stop sharing personal numbers.
- If you rent equipment, space, or gear, set up a Rentals listing and a customer booking page.
- If you run automations, look at the new SLA, client-portal upload, and task-status triggers for follow-up you are currently doing by hand.
- If you run ads, save your next Meta lead form as a draft and let the new campaign validation catch setup issues before you publish.
June’s pattern is simpler than May’s. Fewer reasons to open a second tool, and fewer reasons to wait until you are back at your computer. The rentals product, the calling upgrades, and the mobile rebuild all point at the same thing: more of the work fits inside one place, on whatever screen you happen to have.
Ready to Put June’s Updates to Work?
SMBcrm brings CRM, automation, AI, booking, payments, conversations, and customer follow-up into one small business platform.
