Attach Forms to Service and Rental Bookings
Attach and complete forms when creating service or rental bookings in SMBcrm, with prefilled contact details and submissions saved with the booking.
Product Updates
New features, improvements, and fixes for your CRM.
Updates
Showing 1–30 of 230 updates
Filter HubSpot Records Before You Import
Filter HubSpot contacts, deals, companies, and tasks by creation or modification date before importing into SMBcrm, with record counts shown upfront.
Forms, Surveys, and Quizzes: Error Checks and Insights
Find validation errors, review configuration recommendations, and check setup insights for existing and new SMBcrm forms, surveys, and quizzes.
Introducing the Quiz Element in Funnels & Websites!
Adding Quizzes to your Funnels & Websites just got a whole lot easier! We're excited to introduce the new Quiz Element in Funnels & Websites, allowing users to.
Move WhatsApp Marketing to MM Lite Before October 13, 2027
WhatsApp marketing sends must move to MM Lite by October 13, 2027. Existing numbers, templates, workflows, and campaigns carry over without interruption.
New Templates for Websites, Email, Social, and Ads
SMBcrm adds customizable templates for websites, email, surveys, social posts, and ads, giving you starting points for your marketing content.
Clearer Ad Source Labels for Number Pool Calls
Number pool call tracking now identifies more paid ad platforms and AI referrals, with improved source labels in call reports and call details.
Route Number Pool Calls to Multiple Team Members
Send number pool calls to up to six team members at once, with each person answering on their preferred web, mobile, desk phone, or phone number.
AI Studio Adds Two-Way GitHub Sync
Connect AI Studio projects to GitHub to sync saved versions and external commits, manage branches, and update previews without interrupting your work.
AI Studio Payments Adds Flexible Checkout Options
Customize checkout fields, capture leads before payment with a two-step checkout, and show buyers complete order details after payment.
Localized Gift Card Emails and SMS Notifications
Gift card confirmations, recipient emails, and SMS notifications now use the selected locale, with matching translations in communication previews.
WhatsApp Limited-Time Offers With Live Countdowns
Send WhatsApp offers with a live countdown, one-tap discount codes, and an offer link. Set a fresh expiration each time you send an approved template.
WhatsApp Template Builder Adds Preview and Dynamic Media
Build WhatsApp templates with a live phone preview and use dynamic media URLs to send each contact a personalized image, video, or document.
Add Internal Comments to Conversations With Workflows
Automatically add internal comments to conversations with workflows, share follow-up instructions, and @mention teammates without messaging customers.
AI Studio Adds Native Live Chat and Email Chat
Add Live Chat or Email Chat to AI Studio apps with site-matched styling, existing account conversations, widget settings, and lead analytics.
Meta Pixel Improves Checkout Tracking and Payment Data
Meta Pixel now tracks checkout intent earlier and sends richer payment event data, helping you measure checkout drop-off and improve ad attribution.
New Templates for Websites, Campaigns, and Ads
SMBcrm adds customizable templates for websites, funnels, email, surveys, social posts, and ads to help streamline marketing content creation.
Schema Management for Websites and Funnels
Manage website and funnel schema from one dashboard, with page status checks, bulk AI generation, manual editing, and review before publishing.
AI Studio Cloud Adds a Backend for Apps
AI Studio Cloud adds a project-specific backend for apps, with a database, user accounts, and file storage you can manage within AI Studio.
AI Studio Adds Site Analytics and Form Submissions
Published AI Studio sites now show page views, opt-ins, and form submissions, with site comparisons and visitor history linked to CRM contacts.
AI Studio: Sell Products and Accept Payments
Connect catalog products to AI Studio apps, add hosted checkout, and offer subscriptions and post-purchase upsells through SMBcrm payments.
Clearer A2P Rejection Guidance for Campaign Setup
A2P rejection guidance now matches Chat Widget or Manual Setup, with clearer fixes and notices when support or another change is needed.
A2P Registration Status for Phone Numbers
Phone numbers linked to A2P campaigns now show Pending, Registered, or Failed status, helping you confirm when a number is ready to text.
Lead Source Report Adds Status Values and Drill-Down
The Lead Source Report now lets you inspect opportunities behind counts, compare values by status, and find opportunities without a source.
Recurring Appointment Notifications Cover Custom Series
Recurring bookings now send one confirmation for the series, while reminders and follow-ups continue for each occurrence, including custom recurrences.
New Templates for Websites, Content, and Ads
SMBcrm adds customizable templates for websites, surveys, blogs, social posts, and Facebook, Google, and LinkedIn ads to help streamline content creation.
Community Email Unsubscribes Are More Specific
Community members can unsubscribe from one email notification type in one community without affecting emails from other communities or the platform.
Delete Field Options for Custom Objects and Companies
You can delete field options for custom objects and companies while preserving values on existing records and keeping current filters and workflows intact.
Mexico Local Numbers Show When SMS Is Not Supported
SMS is no longer supported on Mexico local numbers. A status pill in Phone Numbers identifies affected numbers, including newly purchased ones.
More Budget Controls for Meta Campaigns in Ad Manager
SMBcrm Ad Manager now lets you choose campaign or ad set budgets for Meta ads, with optional budget sharing and controls for bidding and schedules.