Stay up to date with the latest features, improvements, and changes to SMBcrm.
SMBcrm ships new features and improvements every week. From AI-powered automation to CRM enhancements, explore everything we've built to help small businesses grow faster. Updates are organized by category so you can find what matters to your business.
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AI Agent actions in workflows can now use a contact's full conversation history across channels before responding. This gives replies more context and helps automated conversations stay consistent.
AI Agent actions in workflows can now connect to MCP-compatible servers as tools. This lets agents access external apps, services, and live data during workflow runs.
The AI Agent action in workflows now uses fewer tokens per execution without reducing output quality. This lowers usage-based cost and helps accounts scale AI automations more efficiently.
AI Studio now retains more project history, keeps context across builder sessions, improves thinking feedback, and makes cloning more reliable.
Ask AI can now help manage WhatsApp work from a single chat, including templates, sends, flows, onboarding checks, and performance questions. It is aimed at users who want to create and run WhatsApp campaigns with plain-language prompts.
Community admins can now choose when newsletters are sent, including the time, day, date, and timezone. This gives each account more control over newsletter scheduling and member engagement.
The Rentals booking page now opens the end date picker in the same month as the selected start date. This reduces extra navigation and makes booking faster.
SMBcrm workflows now support Apify actions and triggers. You can run Apify tasks and actors, scrape data, and use external results inside your automations without relying on webhooks or third-party connectors.
You can now drag and move workflow nodes directly on the canvas. This makes it faster to reorganize actions and branches without deleting steps or moving each node from a menu.
You can now add funnels directly inside courses as individual lessons. This helps course creators combine learning content with guided actions, lead capture, offers, and multi-step experiences.
You can now start a workflow when an inbound email reaches your mailbox. This helps teams automate lead capture, routing, support intake, and follow-up from the moment an email arrives.
SMBcrm now supports live sessions directly inside courses, including one-time and recurring scheduling, notifications, and recordings. This helps course creators manage live learning in one place.
Course offer checkout now supports automatic tax calculation and a clear tax breakdown at purchase. This helps businesses show more accurate pricing and gives buyers better visibility before they pay.
Assigned user custom values now populate more consistently after a calendar booking. They can be used on the next funnel step and in calendar confirmation thank-you messages.
SMBcrm now includes a global setting for showing or hiding service images on the booking page. When images are hidden, the layout shifts to a cleaner, text-first view across the booking flow.
SMBcrm now makes calendar setup easier by taking users directly to missing required fields when saving changes. Errors are highlighted in the current tab or the correct tab so they can be fixed faster.
SMBcrm now applies form conditional logic more consistently in calendar booking flows using custom forms. Lead disqualification, redirects, custom messages, and show or hide field logic now work more predictably during booking.
SMBcrm has updated equal distribution logic for round robin calendars to balance appointments more consistently across a team. Booking distribution is now evaluated by month and prioritizes the least-booked available team member.
SMBcrm has improved how store elements appear in the Builder so ecommerce components are easier to find. Their placement now adjusts based on whether a store exists in the account.
You can now choose whether customers can browse beyond the service or category link they started from when booking. This gives you more control over focused booking flows versus broader service discovery.
SMBcrm now supports an optional category-first booking flow for services. Customers can start by choosing a category before selecting a service, which helps simplify booking for businesses with broader service menus.
SMBcrm now includes a Forecast tab in Opportunities to help you estimate revenue, monitor pipeline health, and spot deal risk using expected close dates and probability-based forecasting.
SMBcrm is updating certain messaging carrier fees for AT&T and Verizon traffic. The changes affect specific SMS and MMS rates starting April 1, 2026 and May 1, 2026.
Conversation AI now supports optional triggers and instructions for Knowledge Base usage. This gives users more control over when AI should prioritize Knowledge Base content without changing existing setups by default.
SMBcrm has updated Funnel and Website AI to improve first-generation page quality, section cohesion, imagery, and clone-with-changes results. The update also adds clearer per-section progress during generation.
You can now place voice calls from SMBcrm using a phone number you already own instead of buying a separate number first. To call contacts, you will need to verify your number and complete a one-time identity check.
SMBcrm has added more templates across websites, email, forms, surveys, social content, and Google Ads. These additions give users more starting points for common business and industry use cases.
SMBcrm has updated the Facebook integration to make Page and Ad Account selection easier and to add more context to Click-to-Messenger conversations. Users can now search loaded Pages and Ad Accounts by name and view ad images tied to conversation starts.
You can now import lessons, modules, or an entire course structure from one course into another in the Courses Builder. This helps speed up course creation and makes it easier to reuse existing content.
SMBcrm improved drag-and-drop behavior in the form, survey, and quiz builder. Users now get clearer visual feedback and automatic scrolling when rearranging elements in longer builds.
Instagram Post Sync lets you automatically import Instagram posts from the last 30 days into Social Planner. It also refreshes likes and comments every 24 hours so you can manage past and scheduled content in one place.
You can now view, edit, and manage website code directly inside the builder. The update adds real-time editing, project-wide search, version history, and AI-assisted error handling.
SMBcrm has updated AI Studio tasking with Todo Manager, making multi-step agent workflows more reliable and easier to follow. The update improves task transitions, progress visibility, and context awareness for better execution.
Contact page customization is now available in Labs for all users. Teams can create role-based contact layouts, organize modules, and control which fields are shown to different users.
SMBcrm added two safeguards to the Contact Tag trigger to help users avoid common workflow setup mistakes. These updates clarify retroactive enrollment behavior and warn users before saving a trigger without filters.
SMBcrm has updated the Courses Settings experience in Labs with a cleaner interface, faster performance, and improved setup tools. The refresh makes it easier to manage course settings and navigate client portal options.
SMBcrm has improved the Drip action with clearer schedule previews, better in-workflow visibility, and more reliable pacing when workflows move between draft and published states.
Businesses can now register mixed-use messaging through the chat widget A2P flow. The widget supports separate marketing and informational consent in one setup with system-controlled disclosures.
SMBcrm now supports nested folders for campaigns, templates, and sequences. This makes it easier to organize assets with a clearer folder structure as your account grows.
The field picker in Custom Values and If/Else steps is easier to search and navigate. It now surfaces fields inside nested folders and uses a more consistent selection experience across workflows.
SMBcrm has redesigned WhatsApp onboarding with three setup paths: connect an existing WhatsApp Business App, create a new WhatsApp Business Account, or migrate from another provider. Eligible accounts can also claim up to two 555 business phone numbers during setup.
The Add Task workflow action now supports due dates in days, weeks, months, or years, plus optional due times and a live preview. Task descriptions.
SMBcrm workflows now include an AI Agent action that can reason through tasks, use available tools, and return structured outputs in a single step. It.
Communities Events can now host live sessions directly with Live Rooms, or use Zoom, Google Meet, or another meeting link. This gives attendees a more.
Users can now get notifications for new messages in conversations they follow. In-app alerts are enabled by default, with email and SMS available based.
SMBcrm updated Conversations to make bulk selection easier and internal comments faster to access. These changes reduce friction in everyday.
Meetings in the client portal now support reusable personal links for one-time and recurring sessions. This makes it easier to share one link and use.
Packing slips now show customer order notes and product SKUs. This helps merchants process orders more clearly and gives fulfillment teams better context.
Schema markup in form view now alerts users when some fields cannot be displayed. The warning helps users identify missing fields and switch to JSON.
Social Planner now lets you share secure approval links for posts so clients and stakeholders can review, approve, reject, or request changes without.
SMBcrm has redesigned the Voice AI agent builder into a full-screen workspace. It brings setup, testing, and publishing into one view so users can work.
SMBcrm has updated AI Studio with easier folder navigation, clearer dependency activity, and several fixes for previews, project restores, and agent reliability.
SMBcrm now supports more flexible digital product fulfillment for ecommerce stores. You can deliver files by email, share external URLs, and give.
SMBcrm has added more templates across websites, email, forms, surveys, social content, and Google Ads. This update expands the available starting.
SMBcrm has updated Ad Manager with a redesigned interface across campaign creation, review, and performance tracking. The update improves navigation.
SMBcrm updated the Advanced Builder with more flexible stats controls, improved layout behavior, a cleaner default AI Builder screen, and clearer click.
SMBcrm has improved how AI Builder passes data into AI actions and Create Task steps. This reduces cleanup, improves output quality, and makes.
SMBcrm's AI Builder now asks targeted follow-up questions when key workflow details are missing. This helps produce more accurate automation drafts and reduces the back-and-forth needed to build a working workflow from a prompt.
SMBcrm now supports Buy Now, Pay Later options for bookings with Klarna and Affirm. Eligible customers can choose installment payments during checkout.
When you merge duplicate contacts, documents from secondary contacts now transfer automatically to the primary contact. This helps preserve files and eliminates the manual re-uploads that used to slow down cleanup workflows.
You can now place the SMBcrm Live Chat Widget directly inside website and funnel content instead of only using a floating chat bubble. This gives you.
Businesses can now create, sell, send, track, and redeem gift cards inside SMBcrm. The update adds gift card products, gift card orders, and redemption.
SMBcrm has updated the Services booking experience in the app and on the booking page. The changes improve booking setup, appointment clarity, and the customer-facing checkout flow for service-based businesses.
Social Planner statistics now support custom date ranges and comparisons against a previous period. This gives users more flexible reporting beyond the.
You can now search within a single workflow for custom values, tags, or text and replace supported custom values and tags faster. This helps you update.
Appointment-based workflow triggers can now enroll guests as well as the primary contact. This helps you automate reminders, confirmations, and follow-ups for every attendee, not just the booker.
Page Builder now uses a more consistent border settings panel across supported elements. You can adjust border width and radius individually for each.
SMBcrm has added a Reviews Overview Dashboard in Labs to help you track reputation performance in one place. It includes review trends, source.
SMBcrm has improved trigger stats in the workflow builder so you can review enrollment activity without leaving the workflow. You can quickly see active enrollments, total enrollments, and recent trigger activity in one view.
You can now add a Card Details field to Documents & Contracts to collect and securely save a signer’s card during document completion. Saved cards can.
SMBcrm updated Preference Management to make setup and editing clearer and safer. The changes include editable category names, longer name limits.
Sole Proprietor accounts can now complete A2P registration through the chat widget flow. The system auto-detects the account type, pre-selects the.
Saved Brand Board colors are now available directly in the Forms and Surveys color picker. This helps teams keep styling consistent without manually.
Community imports now support bringing multiple groups into one community space. Imported posts and comments also keep their correct chronological.
SMBcrm now supports date-based booking windows for Services. You can set fixed start and end dates for availability instead of relying only on a.
SMBcrm now lets you control how pricing and coupon fields appear on booking pages. You can hide coupon codes and choose whether services show a full.
SMBcrm now improves calendar sync reliability when a calendar connection is restored, replaced, or updated. Upcoming appointments created during a.
Accounts can now receive inbound calls even when the caller hides their number. Private callers are saved with a default contact name and tag so they.
You can now view and reply to TikTok comments directly in Social Planner. This helps teams manage social engagement in one place and respond faster.
SMBcrm has added several new templates for websites, email, forms, surveys, and ads. The update includes industry-specific options for real estate.
SMBcrm has updated Advanced Filters for Opportunities and Smart Tags with a cleaner interface, expanded date operators, nested logic, and better stage.
SMBcrm Conversation AI now supports email as a channel for automated inbound responses. Teams can reply to incoming emails using the same AI-driven.
Forms, surveys, and quizzes now connect to the centralized Media Center for selecting, uploading, and reusing images. This creates a more consistent.
SMBcrm now makes pipeline setup and editing faster inside Opportunities. You can also assign stage colors and choose how they appear across Kanban and list views for clearer at-a-glance deal status.
SMBcrm now includes an SLA Performance Dashboard in Conversations analytics to help admins track response times, SLA adherence, and performance trends.
SMBcrm now blocks emails sent to invalid or restricted domains before they are sent. This helps reduce delivery failures, protect sender reputation.
SMBcrm workflows now support Fathom triggers and actions for recordings, transcripts, and summaries. This helps users automate follow-ups, task.
Messaging Analytics in Phone Settings has been redesigned with clearer reporting, trend comparisons, and detailed message logs. The updated experience.
Customers can now book Services Calendar appointments through chat in Conversation AI across supported channels. The update also supports rescheduling.
SMBcrm improved Workflow AI Builder reliability to reduce generation errors and make workflow creation more consistent. The update eliminates.
SMBcrm has updated the custom fields interface to make it cleaner and easier to use without changing existing functionality. The update improves.
SMBcrm has improved the Google Business Profile connection flow with clearer guidance when no pages are available and more flexible search options.
Workflow AI Builder is now enabled by default for agencies, with faster generation, better accuracy, and several workflow-building improvements. The.
You can now attach supporting files to invoices and estimates from the SMBcrm Mobile app. Files can be added from Media Storage, your camera, gallery.
SMBcrm now supports a booking option that lets customers enter the service address when scheduling an appointment. This helps businesses that provide.
Math Operation results can now be used in later workflow steps as output variables. This reduces the need to write values to a field just to reference.
You can now attach files from Media Storage directly in supported workflow actions. This makes it easier to reuse existing assets without re-uploading.
The SMBcrm Mobile app now includes a Payments tab inside contact and opportunity records. Users can create invoices and estimates, charge customers.
You can now split estimate payments into scheduled installments in SMBcrm Mobile. This makes it easier to collect deposits, set due dates, and give.
You can now save, use, and remove cards on file for a contact in the SMBcrm Mobile app. This makes repeat payments faster and keeps payment methods.
Keyboard shortcuts are now available in the standard workflow builder to speed up editing, navigation, zoom controls, panel access, and saving. This.
A2P campaign rejections now include clearer guidance on what went wrong and what to fix before resubmitting. Users can open detailed feedback for each.
Opportunities are now easier to find on the contact page with a dedicated tab in the right panel. During the transition, they remain available from the.
The Review Request page now includes search and filtering tools to help users find requests faster. This makes it easier to manage high volumes of.
You can now choose which branch acts as the default path in workflows with multiple parallel branches. This makes workflow testing and cross-workflow.
You can now use the Website contact field in the Contact Changed trigger. This makes it possible to start automations when a contact's website is updated.
SMBcrm now lets you create a blog before connecting a domain, manage or remove blog domains in settings, use custom values in key SEO fields, and keep.
Form submissions can now appear directly inside conversation threads, making it easier to review what a contact submitted without leaving the inbox — no more jumping between tabs to reference a submission.
SMBcrm now includes AI-powered blog post creation with topic-based generation, custom prompt workflows, and built-in editing tools. Users can generate.
SMBcrm now supports filters in analytics for funnels, websites, and webinars. You can narrow results by dimensions like country, channel, page title.
SMBcrm now supports direct company associations with custom objects and opportunities. This gives teams more flexible relationship mapping, better.
Coupons can now be applied to specific prices or variants within a product instead of only the full product. The update also extends this logic to.
SMBcrm has improved Meta Pixel tracking across supported website, funnel, and checkout experiences. Standard Meta events now work through both the.
Invoices with payment schedules and recurring invoices now have auto-payment enabled by default when sent from the dashboard. You can still turn it off.
SMBcrm now includes more image layout controls in forms and surveys. Users can adjust image placement, spacing, focal points, and survey slide-level.
SMBcrm added a new set of templates across websites, email, forms, surveys, social posts, and ads. These additions give customers more ready-to-use.
Smart Tags in Opportunities now support up to 60 tags per account. This gives teams more flexibility when organizing and tracking opportunities.
You can now sort opportunities using supported custom fields in your pipeline views. This makes it easier to organize deals based on the data your team.
Inbound calls to phone numbers without an assigned user or forwarding number are now sent to voicemail instead of being rejected. This helps prevent.
Appointment booking and editing inside Opportunities now uses the same scheduling experience available across meetings, services, and rentals. This.
SMBcrm now includes more QR code design controls, including rounded and circular shapes, border and frame color options, and rim text for clearer calls.
SMBcrm workflows now support actions to find Asana projects and project sections dynamically. This helps users avoid hardcoded IDs and route tasks to.
You can now collapse, expand, and resize stages in the Opportunities Kanban view. Layout preferences are saved per user, making it easier to focus on.
Notes on the contacts page are now more structured and easier to manage. Users can add titles, color-code notes, attach files, pin important notes, and search across them for faster context on every contact.
SMBcrm now lets you generate, edit, and remove schema markup with AI inside the Website and Funnel Builder. The AI reads page content, suggests the.
The SMBcrm dialer now minimizes automatically when you click outside it, with added options to pin it open and drag it anywhere on screen. Pinned.
Email AI can now reference your knowledge base articles when generating replies. This helps produce more accurate, current, and context-aware email.
SMBcrm has added more templates across websites, email, forms, surveys, social content, and ad creatives. These additions give teams more ready-made.
SMBcrm has improved advanced filtering in Smartlists with more consistent operators across date, string, and numeric fields. The update also adds.
SMBcrm users can now use AI prompts to rename workflows and update core workflow settings without opening the settings panel. This reduces manual setup.
You can now turn emails from your inbox or another marketing platform into fully editable templates in Email AI. This helps you reuse existing.
Shipping options in SMBcrm checkout now display from lowest to highest price. The lowest-cost option, including free shipping when available, is.
SMBcrm now supports ACH bank transfers through NMI for US and Canada accounts. This adds a lower-cost payment option for invoices, recurring invoices.
SMBcrm now supports advanced previews for Meta ads across multiple placements and lets you copy a shareable preview link after a campaign is published.
SMBcrm now includes more desktop layout controls for Product Details Pages in Store Builder. You can choose media position and image size to better.
SMBcrm now supports configurable image zoom behavior on product pages. You can choose no zoom, click and hover zoom, or a fullscreen lightbox for the best shopping experience on desktop and mobile.
SMBcrm now supports more product media layout options on Product Details Pages. Merchants can choose Gallery, Carousel, or Two Column on desktop, with.
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.
SMBcrm now supports dropdown or pill-style variant selectors on product pages. The update also aligns selector behavior across pricing, quantity, and inventory displays for a cleaner shopper experience.
Social Planner can now automatically sync existing Facebook posts, including recent post history, media, and refreshed insights, so past and scheduled.
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 troubleshoot review links without digging through scattered settings.
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 downstream automation, reporting, and reliable customer communication.
SMBcrm now includes a dedicated Payments tab inside rental bookings, plus clearer payment summaries, smarter invoice updates, and a cleaner create/edit.
Bulk editing availability in multi-user calendars is now clearer and safer, with better visibility into weekly and date-specific hours plus smarter.
You can now configure manual taxes for rental listings in SMBcrm. Once set up, taxes are automatically applied to future rental bookings, including.
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.
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.
SMBcrm Reputation Competitor Analysis now supports virtual and service-area businesses. You can add competitors without a physical storefront and track their review performance alongside traditional brick-and-mortar rivals.
SMBcrm workflows now support Goal Events for Invoice Paid and Review Request Clicked. These options help move contacts forward based on payment.
SMBcrm has added new templates for websites, email, forms, surveys, social posts, and Facebook ads. The update expands the available template library.
Ad Manager now supports website and hybrid conversion locations for Meta lead generation campaigns. Users can choose where conversions happen, set a.
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.
SMBcrm workflows now revalidate assigned users at runtime when using Assign to User with Split Traffic. Inactive or deleted users are skipped to help.
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.
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.
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.
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.
Workflow action fields now include AI-powered tooltips that explain what a field does without leaving the builder. The feature is currently being.
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.
You can now use company fields inside contact-based workflows. This makes it easier to personalize messages and route automation based on company.
The Connect Call action in workflows now supports an optional Call Whisper message. This lets the person answering hear private context before the.
A workflow inconsistency has been fixed for UTM Campaign attribution. If/Else conditions now use the same fallback behavior as the custom value picker.
SMBcrm now includes Rentals in Calendars for businesses that manage bookable inventory. It supports duration-based bookings, inventory tracking.
SMBcrm has improved Rentals booking periods so time selection can be controlled at the listing level. This makes booking behavior clearer, reduces.
Workflow triggers now include built-in descriptions in the Workflow Builder. Users can see what each trigger does and when it runs while browsing.
SMBcrm has added new templates for websites, email, forms, surveys, social posts, Facebook ads, and Google ads. This update expands the available.
You can now drag and drop triggers and actions directly onto the workflow canvas in the Advanced Builder. Steps connect automatically when placed at.
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.
Workflow Version History now lets you view and restore versions created in either builder. When you restore a version, SMBcrm automatically opens the.
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.
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.
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 brand assets in sync across SMBcrm workflows.
SMBcrm has updated the Calendar Settings experience with a clearer layout, grouped sections, and contextual helper text. The redesign is intended to.
Agency users can now include LinkedIn ad campaign structures in account templates and apply them across accounts. Campaign hierarchy is preserved, and rollouts to new sub-accounts take seconds instead of hours.
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.
SMBcrm now includes a built-in Schema Markup Generator in the Website and Funnel Builder. It lets users create, validate, and publish structured data.
Conversation AI now includes response style settings so you can control how short or detailed bot replies should be. Choose Concise, Balanced, or.
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.
SMBcrm has updated the toll-free verification flow to meet revised carrier requirements. The changes add more business details, clearer messaging use.
New APIs for listing workflow and bulk action email campaigns, plus a unified statistics endpoint for consistent performance reporting across all.
New pre-designed templates for websites, social media posts, and Facebook and Google ads across multiple industries including real estate, finance, and professional services — ready to customize with your brand.
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.
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.
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 section regeneration for faster launches.
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 polished, branded service 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.
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.
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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