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SMBcrm has added more templates across websites, email, forms, surveys, social content, and ad creatives. These additions give teams more ready-made options for building marketing assets faster.
SMBcrm has improved advanced filtering in Smartlists with more consistent operators across date, string, and numeric fields. The update also adds requested date options, improves communication status filtering, and fixes future date filtering behavior.
SMBcrm users can now use AI prompts to rename workflows and update core workflow settings without opening the settings panel. This reduces manual setup and makes workflow creation and editing faster.
You can now turn emails from your inbox or another marketing platform into fully editable templates in Email AI. This helps you reuse existing campaigns faster without rebuilding them from scratch.
Shipping options in SMBcrm checkout now display from lowest to highest price. The lowest-cost option, including free shipping when available, is selected automatically.
SMBcrm now supports ACH bank transfers through NMI for US and Canada accounts. This adds a lower-cost payment option for invoices, recurring invoices, and subscriptions.
SMBcrm now supports advanced previews for Meta ads across multiple placements and lets you copy a shareable preview link after a campaign is published. This makes it easier to review ad rendering and share previews for feedback.
SMBcrm now includes more desktop layout controls for Product Details Pages in Store Builder. You can choose media position and image size to better match your store design.
SMBcrm now supports configurable image zoom behavior on product pages. You can choose no zoom, click and hover zoom, or a fullscreen lightbox for closer product viewing.
SMBcrm now supports more product media layout options on Product Details Pages. Merchants can choose Gallery, Carousel, or Two Column on desktop, with Carousel automatically used on mobile.
Product variant selections can now update the product image on the product details page when an image is assigned to that variant. This helps shoppers see the selected option more clearly.
SMBcrm now supports dropdown or pill-style variant selectors on product pages. The update also aligns selector behavior across pricing, quantity, and upsell options, with rendering and mobile usability improvements.
Social Planner can now automatically sync existing Facebook posts, including recent post history, media, and refreshed insights, so past and scheduled content appear in one place.
You can now create rental bookings directly from the Rentals Calendar by clicking and dragging across future dates or time slots.
Team members who follow a contact can now view that contact’s appointments when the right visibility and calendar permissions are enabled.
SMBcrm has streamlined Review Link setup in Reputation to reduce manual steps and make status visibility clearer. Users can now configure, view, and override review links more easily across key review workflows.
SMBcrm Listings is now available in 27 additional countries. This is a configuration update only, with no changes to pricing or the existing setup flow.
SMBcrm workflows can now automatically identify and merge duplicate contacts. This reduces manual cleanup and helps keep contact records accurate for communication and reporting.
SMBcrm now includes a dedicated Payments tab inside rental bookings, plus clearer payment summaries, smarter invoice updates, and a cleaner create/edit booking experience.
Bulk editing availability in multi-user calendars is now clearer and safer, with better visibility into weekly and date-specific hours plus smarter save behavior to prevent accidental schedule changes.
You can now configure manual taxes for rental listings in SMBcrm. Once set up, taxes are automatically applied to future rental bookings, including variant-level listings.
New courses now include a Welcome Badge that is automatically issued when a learner enrolls for the first time, with simple controls for creators.
SMBcrm dashboards and custom reports now remember selected date ranges and filters by user. This reduces repeat setup and keeps report emails consistent with the values used when they were sent.
You can now create and manage notes directly on custom object records. This helps teams keep record-specific context in one place and find important updates faster.
SMBcrm Reputation Competitor Analysis now supports virtual and service-area businesses. You can add competitors without a physical storefront and include them in benchmarking and competitive insights.
SMBcrm workflows now support Goal Events for Invoice Paid and Review Request Clicked. These options help move contacts forward based on payment activity or review link engagement.
SMBcrm has added new templates for websites, email, forms, surveys, social posts, and Facebook ads. The update expands the available template library across several industries and use cases.
Ad Manager now supports website and hybrid conversion locations for Meta lead generation campaigns. Users can choose where conversions happen, set a dataset and conversion event, and add a destination URL when required.
AI Builder now shows a To-Do List for workflow steps that still need manual input. This helps you catch incomplete actions and triggers before publishing.
Marking an appointment as Showed or No Show no longer sends external update emails through connected calendars. Internal status tracking, reporting, and automation continue to work as expected.
SMBcrm workflows now revalidate assigned users at runtime when using Assign to User with Split Traffic. Inactive or deleted users are skipped to help prevent missed follow-ups.
SMBcrm users can now export email performance data from the Email Statistics section as a CSV file. Exports include key metrics and are delivered by email through a secure download link valid for 30 days.
Sticky Notes 2.0 is now available in the Standard Workflow Builder. Teams can add images, color-code branches, and leave formatted notes directly on workflow canvases for better context and collaboration.
SMBcrm has added a pre-built A2P campaign registration flow centered on Chat Widget opt-ins. It automates key compliance steps to help reduce rejection risk during campaign submission.
You can now add a cost price and margin to each product price or variant in SMBcrm. This helps you track profitability directly in products, invoices, calendars, and transaction exports.
Workflow action fields now include AI-powered tooltips that explain what a field does without leaving the builder. The feature is currently being tested on two fields in Advanced Settings for Manual Action to SMS and Manual Action to Call.
Workflows can now use IVR Connect Call variables to assign a contact to the user who answered the call. The same variables can also be used in notes, SMS, email, and other workflow actions.
You can now use company fields inside contact-based workflows. This makes it easier to personalize messages and route automation based on company details tied to a contact.
The Connect Call action in workflows now supports an optional Call Whisper message. This lets the person answering hear private context before the caller is connected.
A workflow inconsistency has been fixed for UTM Campaign attribution. If/Else conditions now use the same fallback behavior as the custom value picker when the last attribution value is empty.
SMBcrm now includes Rentals in Calendars for businesses that manage bookable inventory. It supports duration-based bookings, inventory tracking, flexible pricing, multi-item checkout, and a dedicated booking page.
SMBcrm has improved Rentals booking periods so time selection can be controlled at the listing level. This makes booking behavior clearer, reduces configuration confusion, and helps prevent incorrect multi-day charges.
Workflow triggers now include built-in descriptions in the Workflow Builder. Users can see what each trigger does and when it runs while browsing, selecting, or editing triggers.
SMBcrm has added new templates for websites, email, forms, surveys, social posts, Facebook ads, and Google ads. This update expands the available starting points for common marketing use cases across several industries.
You can now drag and drop triggers and actions directly onto the workflow canvas in the Advanced Builder. Steps connect automatically when placed at the end of a branch or between existing steps.
If you accept ACH payments through Stripe in SMBcrm, you may need to update your Stripe settings to meet Nacha requirements. The change affects how ACH transactions are classified and takes effect March 20, 2026.
Workflow Version History now lets you view and restore versions created in either builder. When you restore a version, SMBcrm automatically opens the correct builder for that version.
AI Builder now generates workflows in under 28 seconds on average, down from about 60 seconds. This is a speed improvement only, with no reported change to workflow accuracy or correctness.
SMBcrm has improved the blog URL importer with a clearer step-by-step flow, easier metadata mapping, and more flexible handling for mapped and unmapped posts.
You can import company records into CRM in bulk with a CSV-based workflow. The process includes mapping, verification, duplicate detection, and import tracking.
SMBcrm now supports bulk CSV imports for custom object records with create, update, and create plus update options. Users can also review duplicate handling, blank-field behavior, and import results in Bulk Actions.
You can now connect Canva directly in Media Storage to browse designs, edit files, and import assets into My Media. This reduces manual downloads and keeps creative work in one place.
SMBcrm has updated the Calendar Settings experience with a clearer layout, grouped sections, and contextual helper text. The redesign is intended to make calendar configuration easier to navigate and faster to complete.
Agency users can now include LinkedIn ad campaign structures in account templates and apply them across accounts. Campaign hierarchy is preserved, and imported campaigns are created as draft campaigns when LinkedIn is not connected in the destination account.
SMBcrm has improved Record ID visibility for Custom Objects, Companies, and Tasks. You can now add Record ID as a list column and view it in the record detail footer.
SMBcrm now includes a built-in Schema Markup Generator in the Website and Funnel Builder. It lets users create, validate, and publish structured data on a page without external tools or manual code injection.
Conversation AI now includes response style settings so you can control how short or detailed bot replies should be. Choose Concise, Balanced, or Detailed at the bot level for more consistent Auto-Pilot responses.
You can now sort custom object list views by custom fields, not just created or updated dates. This makes it easier to organize records around the fields that matter most to your workflow.
SMBcrm has updated the toll-free verification flow to meet revised carrier requirements. The changes add more business details, clearer messaging use case information, and new Campaign Verify token requirements for political messaging.
New APIs for listing workflow and bulk action email campaigns, plus a unified statistics endpoint for consistent performance reporting across all campaign types.
New pre-designed templates for websites, social media posts, and Facebook and Google ads across multiple industries including real estate, finance, and automotive.
Export multiple company records to CSV in a single click from the Companies table, with real-time progress tracking and full field support.
Advanced tag filtering in workflow triggers now extends to opportunity and invoice triggers, giving you more precise control over which automations fire.
The Customer Replied trigger now supports All-in-One Chat as a reply channel with Chat Type and widget configuration filters for more precise workflow automation.
Template signature fields can now be assigned to any staff member directly in the editor, enabling more flexible document workflows for teams.
Audit logs now track deletions of saved builder assets including section templates, global sections, and element templates across funnels, websites, stores, and webinars.
Select multiple dates at once and apply a single set of hours in one action for Meetings and Rentals, with smart date grouping for easier management.
A new AI-powered WordPress page builder generates complete landing page drafts from simple prompts, with instant re-styling, tone adjustment, and Elementor editing.
Invoices and estimates can now be opened in a new browser tab via the 3-dot menu, preserving your list view filters and scroll position.
Service descriptions in Services v2 now support a rich text editor with bold, lists, hyperlinks, colors, headings, and text alignment for better-formatted booking pages.
You can now edit If-Else and Wait actions through conversation in AI Builder, refining branching logic and timing without manual reconfiguration.
Teams using deskphones can now make extension-to-extension calls and transfer IVR calls between deskphones for smoother call routing.
SMBcrm now monitors ESP block rates and enforces progressive sending suspensions to protect your email deliverability and sender reputation.
Quickly identify errors, skipped steps, and execution status when tracing a contact's path through your SMBcrm workflows.
Course creators can now import audio and video files directly from Media Storage into lessons, eliminating duplicate uploads.
Create, manage, and automate Manus AI tasks directly from SMBcrm Workflows with new native triggers and actions.
A fresh batch of ready-to-use templates across websites, emails, forms, surveys, social media, and Facebook ads to help you launch faster.
Use voice input to create workflows and ask questions in AI Builder and AI Assistant, with multi-language support for global teams.
The Workflows Builder now highlights errors across 48 actions and 28 triggers, with stronger validation at save time for If-Else and Wait steps.
Detect, review, and suppress duplicate business listings across major directories directly from your SMBcrm Listings dashboard.
Product titles are no longer truncated on cart, checkout, thank you, and other key store pages in SMBcrm.
Display up to 100 products per page on your SMBcrm store's product listing pages, up from the previous limit of 24.
Configure split business hours, 24-hour operations, and always-open status for your business listings in SMBcrm.
Automatically generate conversation summaries and full transcripts from AI sessions for faster review, audit trails, and workflow automation.
Assign distinct payment processors per channel with separate Live and Test mode configurations for more intentional payment routing.
Grant or revoke individual course access per member and create private courses that only unlock when an admin approves access.
Connect SMBcrm workflows directly to Monday.com boards with native actions for creating, updating, and managing items without third-party tools.
Fresh batch of ready-to-use templates for websites, stores, emails, forms, surveys, social media, and ads to help you launch campaigns faster.
Workflow triggers now support advanced tag operators including Any Of and None Of, plus multi-select and AND logic for precise automation control.
AI Builder workflow generation is now significantly faster, producing first drafts from prompts in under 5 to 10 seconds.
Email AI Beta 2.0 brings reference-based generation, Assist Mode, brand board integration, and version control for faster on-brand email creation.
The Find Contact workflow action now searches secondary email addresses and phone numbers, improving contact matching and reducing duplicates.
Invoke AI models directly in your workflows with the new OpenRouter integration, enabling automated content generation and intelligent responses.
The workflow builder now supports drag-and-drop for triggers and actions, reducing clicks and speeding up multi-step automation construction.
The Marketing Audit Report is now available as a workflow action, enabling automatic report generation for leads from any source.
The email builder now features a cleaner interface, image border controls, section background images, and a repositionable edit panel for side-by-side AI editing.
Temporarily disable specific workflow steps without removing them, making it easier to test, troubleshoot, and iterate on automations.
Visually configure how Conversation AI re-engages contacts who go inactive using a flow-based builder experience.
RSS automation improvements including description inclusion, multi-item previews, and platform-specific content generation.
Control when and how your bulk WhatsApp messages are delivered with new scheduling and drip delivery options.
Reduce notification noise by disabling daily task summaries when there are no tasks assigned to you.
Fresh template collection including automotive, financial services, legal, and marketing agency designs across websites, emails, forms, surveys, social posts, and Google ads.
Trigger workflows automatically when orders are fulfilled, whether internally or through integrations like Shopify, Shippo, and ShipStation.
Automatically start workflows when customers submit product reviews in your ecommerce store, with filters for rating, product, and review content.
The Manage Smart Lists and Restore options have moved from the header to the actions menu next to Add Contact for a cleaner interface.
Select multiple opportunities and delete them in one action, with the ability to restore within 60 days. Available in Labs.
Create visual and video-first Google Demand Gen campaigns in Ad Manager for YouTube, Discover, Gmail, and Display Network.
Mark any contact form field as required in the Chat Widget, including custom fields and dropdowns, to ensure complete data collection.
New Social Planner dashboard widgets show posts, likes, comments, shares, impressions, reach, and followers at a glance.
New workflow fields for Attribution Medium ID, Task ID, Note Created By, and Contact Engagement Score enhance automation logic and lead tracking.
New Abandoned Checkout workflow trigger supports SMBcrm stores and Shopify, with filters for cart value, country, products, and order source.
SMBcrm now validates A2P campaigns with AI-powered compliance checks for opt-in forms, Privacy Policy, and Terms of Service before submission.
Bots can now stay asleep indefinitely after manual or workflow messages, giving you full control over when automation resumes.
Social Planner URL Tracking lets you measure link clicks by platform, track trends over time, and attribute traffic to specific campaigns.
New Dashboard widgets for Social Planner show aggregated metrics like posts, likes, comments, impressions, and followers.
SMBcrm has removed the $15 A2P campaign resubmission fee. Resubmit rejected campaigns at no additional cost.
New templates for Websites, Funnels, Emails, Forms, Surveys, Social, and Google Ads across Finance, Health, Insurance, Legal, and more.
Native Google Forms integration in Workflows lets you find forms, retrieve responses, and automate follow-ups without third-party connectors.
AI Builder now generates Wait steps more reliably from complex prompts, with better handling of delays, business hours, and reply timeouts.
Save reusable inbox filter views in Conversations for faster triage. Share views with team members and switch between priorities instantly.
New Conversations UI adds real-time unread counters per inbox and standardized date format (MMM-dd) for clearer conversation timelines.
Prompt and Form bots can now send up to 100 messages per conversation, up from 25, supporting longer AI-driven interactions.
New analytics dashboard for External Tracking shows page views, form responses, completion rates, and audience insights for externally hosted sites.
Keyboard shortcuts are now available in Page Builder for Funnels, Websites, and Stores. Press Shift + / to see all shortcuts.
Schedule Instagram Stories in SMBcrm Social Planner and receive push notifications to publish with native Instagram tools like stickers and music.
Local Marketing Audits now support configurable settings, instant refresh, 12-month report history, and multilingual PDF exports.
Force Sync lets you manually prioritize delayed business listing updates across publishers like Google, Bing, and Apple Maps.
Quiz Results Page CTA now auto-fills defaults across tiers and supports hiding buttons for specific outcomes.
Contacts List View redesign with faster load times and SmartLists 2.0 featuring AND/OR filters and granular sharing permissions.
New card-based Integrations page in Labs with faster performance, cleaner UI, and improved connection management.
Social Planner Category Queues now support editing, calendar view, bulk rescheduling, and queue preference controls.
New templates for Websites, Stores, Funnels, Email, Forms, Surveys, Social, Facebook Ads, and Google Ads across multiple industries.
Site Analytics now includes Average Time on Site, Average Session Duration, and Bounce Rate Under 30 Seconds for better engagement insights.
WhatsApp in SMBcrm now supports captions, all WhatsApp file types, Media Storage attachments, and improved reliability.
Redesigned URL redirect setup with guided flow, external domain support, live previews, and inline validation.
Opportunity Changed trigger now supports Has Changed and Has Changed To operators for more precise workflow automation.
AI Builder workflows now autosave automatically upon creation and during edits, reducing the risk of losing progress.
The Workflow AI Assistant now intelligently skips knowledge base searches for simple messages and workflow analysis requests, delivering faster responses.
Form, survey, and quiz submissions now have cleaner PDF layouts, new vs legacy download options, and email PDF attachment settings.
Redesigned Contact Detail Page with better contrast, cleaner tag management, reorganized opportunities, and inline tag creation.
New templates for Websites, Funnels, Emails, Forms, Surveys, Social, Facebook Ads, and Google Ads across multiple industries.
Admins can now reassign CRM contacts linked to affiliates when duplicate records exist, improving attribution accuracy and automation reliability.
Duplicate lessons, quizzes, and assignments in the New Courses Builder with one click, including all videos, thumbnails, and content.
Community admins can now show or hide navigation tabs like Learning, Events, Leaderboard, and Members to customize the member experience.
WhatsApp voice notes from SMBcrm are now sent as native messages with inline playback and optional transcription support.
SMBcrm Workflow AI Actions now use an upgraded model for better translations, summaries, intent detection, and decision-making across all workflows.
Customize the contact form prompt messages in your Chat Widget for both automatic and agent-triggered contact detail requests.
Assign sender signature fields dynamically in Documents & Contracts based on workflow sender, supporting multi-rep teams with shared templates.
External form tracking now captures custom fields including dropdowns, checkboxes, ratings, and file uploads with smarter field mapping.
Services v2 now supports bulk date-specific hours, letting you set availability across multiple dates, services, and locations in one step.
Use custom fields and values in Calendar settings to personalize appointment titles, locations, and messages across Calendars, Services, and Rentals.
Calendly phone numbers now sync automatically to contacts with smart mapping when multiple phone sources exist in the booking form.
Workflow AI actions renamed for clarity: AI Translate, AI Summarize, AI Intent Detection, AI Decision Maker in new AI Actions category.
New templates for Funnels, Email, Forms, Surveys, Social, and Google Ads across Health, Finance, Travel, Medical, and more industries.
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