2025 Year in Review

Year in Review

SMBcrm shipped 876 product updates in 2025. October was the busiest month with 119. This post collects every update from the year in one place, grouped by the month it was released.

The largest share went to ecommerce and payments: invoices, estimates, documents and contracts, online stores, checkout, and gift cards. Other big areas were email and SMS, websites and blogs, workflows, and AI. On the AI side, Conversation AI picked up WhatsApp support in January, Voice AI learned to book appointments in May, and Conversation AI V3 arrived in October with a flow-based builder.

Key Stats

Total Updates: 876
Top Categories: Ecommerce & Payments, Email & SMS, Websites & Blogs
Highlight Releases:
- Introducing Google Search Ads Integration in Ad Manager
- WhatsApp Coexistence Arrives for Seamless Dual-Platform Messaging
- Voice AI Now Supports Seamless Appointment Booking
- Conversation AI V3 Launches with Innovative Flow-Based Builder
- Introducing the All in One Gift Card System in SMBcrm

January 2025

Integrate WhatsApp for Enhanced Customer Engagement in Conversation AI Workflow

This new feature allows you to engage clients and customers more effectively by expanding the reach of your Appointment Booking Conversation AI Bot and Conversation AI Q&A Bot. With this enhancement, these AI-driven tools can now interact with your audience directly through WhatsApp, leading to improved customer support and engagement.

Introducing the Messaging Ramp Progress Card for Enhanced User Experience

Communication for Messaging Ramp Messaging Ramp Progress Card SMBcrm is excited to introduce a new feature that enhances the user experience and provides clarity over SMS messaging limits. Future Levels: Gain insights into the messaging capabilities available at higher levels.

Automated Tagging for Enhanced Campaign Personalization

Automate Tagging Based on Campaign Interactions We’re excited to introduce a new feature that will revolutionize how you manage email campaigns—automated tagging based on campaign interactions. Enhanced Personalization With this new update, you’ll be able to automatically tag users based on their interactions such as email opens or link clicks.

Revolutionize Engagement with the Contact-Specific Countdown Timer

Enhance Your Campaigns with the Dynamic Countdown Timer We’re excited to announce a new dynamic feature that will revolutionize how you create time-sensitive campaigns. Personalize Each Campaign With this new feature, you can customize a countdown timer for each contact based on specific events such as when an email is sent or opened.

Enhance Your Workflow with New AI Bot and Status Automation

Streamline Your Workflow with the New Update Conversation AI Bot and Status Action Introducing a new automation tool designed to enhance your bot management: the “Update Conversation AI Bot and Status” action. This powerful feature empowers users to assign specific Conversation AI bots to contacts and dynamically update their status to Active or Inactive, streamlining your interactions and opti…

Introducing Custom URL Redirection for Payment Links

Our new feature allows users to set a custom URL for redirection after a successful payment. Custom URL Redirection: Users can now specify a custom URL when creating payment links.

Seamless Blog Management Enhancements Unveiled

New and Improved Features Intuitive Blog Creation CTA To streamline your blog setup, we’ve updated the blog creation landing screen with a more intuitive call-to-action “+Create Blog” instead of the previous “+New”. This makes starting a new blog clear and straightforward.

Introducing Dynamic Countdown Timer Integration for Personalized Engagement

Dynamic Countdown Timer Integration Enhance your engagement strategy with our latest feature: the Dynamic Countdown Timer Integration. This exciting update allows seamless incorporation of dynamic timers from the email builder into your funnels and website builder, offering your audience an immersive and personalized experience.

Our latest update allows you to select multiple media files directly from the Media Library within the Social Planner, making the process smoother and faster than ever before. With this new feature, you can now select individual or multiple media files simultaneously, perfectly tailored to your content needs.

Custom Value Support for Canonical Links Now Available in Blogs

Introducing Custom Value Support for Canonical Links in Blogs We’re excited to announce the addition of custom value support for canonical links in our Blog feature. Key Benefits Custom Canonical Links for Blog Elements Users can now add and manage canonical links for categories, authors, individual blog posts, and the blog home page through custom values.

Discover the Latest Enhancements and Bug Fixes in Social Planner We’re excited to share the newest updates to the Social Planner, designed to make your experience smoother and more efficient. New Warning Message UI We have streamlined the appearance of warning messages.

Enhance Your Social Media Strategy with Improved Review Post Scheduling In our latest update, we’re excited to introduce enhanced functionalities for posting reviews on social media platforms. With these upgrades, you can now share your reviews on Facebook Stories alongside Instagram, and enjoy new customization options to align your social media content with your unique brand identity.

Introducing Auto-Invoicing for Seamless Estimate to Invoice Transition

Streamline Your Invoicing Process with Auto-Invoicing Post Estimate Acceptance Our latest feature update introduces a significant enhancement to your invoicing workflow by allowing automatic invoice generation once an estimate is accepted. Key Features Automatic Invoice Generation: Once an estimate is accepted, you can now set up your system to automatically send an invoice.

Enhance Your Blogging with New Accessibility Features

Enhance Your Blog Experience with New Accessibility Features We’re excited to announce a significant update to our Blogs platform that focuses on accessibility enhancements. Screen Reader Compatibility We’ve improved the compatibility of our Blogs with screen readers, which means core elements now work in harmony to provide clear, spoken feedback and assistance.

New Trigger Links Table Feature Enhances Workflow Efficiency

Enhancements to Trigger Links Table: Access Trigger Link Keys with Ease New Feature: Trigger Link Key Column in the Trigger Links Table We’re delighted to announce an enhancement to the Trigger Links feature that promises to make your workflow smoother than ever. We’ve added a new column to the Trigger Links table to display the Trigger Link Key directly.

Ad Manager Now Offers Enhanced Capabilities for Live Campaigns

Your campaigns will now remain more effective and relevant throughout their duration. Expanded Editing Capabilities: You can now modify various aspects of a live or ‘In Review’ ad campaign, beyond just the budget.

Companies Module Gets Major Enhancements for Improved Management and Workflow

Exciting Update: Companies Module Enhancements We are thrilled to announce a significant release of new features to our Companies module, aimed at improving how you interact with and manage your company records. With these updates, you’ll experience increased customization, improved data management, and streamlined workflows.

Customizable Shipping Fields Now Available for E-Commerce Checkout

Enhance Your E-Commerce Checkout with Customizable Shipping Fields Great news for e-commerce store owners. You can now fully tailor the Shipping Details section on your checkout page.

Introducing Customizable Certificate Expiry Reminder Emails

Customize Your Certificate Expiry Reminder Emails We’re excited to introduce a new update that enhances your ability to manage certificate expiry notifications. Users now have the flexibility to set their own preferred intervals for reminder emails, moving away from the previously fixed options of 2 and 7 days before expiry.

Enhance Your Messaging with WhatsApp Coexistence for Seamless CRM Integration

Enable WhatsApp Coexistence for Enhanced Messaging Capabilities We’re thrilled to introduce the new WhatsApp Coexistence feature. Key Benefits Dual-Platform Flexibility: You can now simultaneously use your WhatsApp Business App along with our CRM platform.

Seamlessly Import QuickBooks Invoices to Streamline Your Workflow

Introducing Invoicing: Import Previous Invoices from QuickBooks Streamlining business operations just got easier with the new capability to import invoices from QuickBooks directly into your account. How to Use the New Import Feature With this new feature, you can efficiently import all existing invoices from QuickBooks during your initial setup.

Discover Expanded Dashboard and Reporting Features

Discover New Dashboard and Reporting Enhancements We’ve listened to your feedback and enhanced the dashboard and reporting features to give you greater control and insight. Explore the new fields and filters added to your experience.

Enhance Bot Management with Quick Action Buttons

These new functionalities enable streamlined workflows and ensure consistency across all operations. What’s New in Quick Action Buttons.

What’s New: Streamline Your Dashboard with Widget Duplication Save time and enhance productivity with the latest update to your SMBcrm dashboard. You can now duplicate widgets directly within a dashboard, making it easier than ever to create similar widgets without the hassle of starting from scratch.

Payment Gateway Support The Classic Widget now supports a comprehensive range of payment gateways, enabling broader payment options for users: Stripe: Support includes Card, Apple Pay, Google Pay, iDEAL, and Bancontact. NMI Authorize.net Square Razorpay Functional Capabilities Bringing parity to our widgets, the Classic Widget now mirrors the payment functionalities available in the NEO Widget.

ResendToUnopened Now Available for RSS and Batch Schedule Campaigns

This new feature empowers you to effectively re-engage contacts who haven’t opened your initial email, maximizing your campaign’s impact. Re-Engage Your Unopened Contacts In the past, the ResendToUnopened feature was only accessible for “Send Now” campaigns, which posed limitations when trying to reconnect with unopened contacts in RSS and Batch Schedule email solutions.

Enhanced Document Management with Email Template Integration

Streamlined Document Management with Email Template Integration Overview We’re excited to introduce a new feature designed to enhance your document management experience. With our latest update, you can now seamlessly link email templates to document templates and individual documents.

Seamlessly Move Posts Across Channels in Communities Feature Update

Communities Feature Update: Move Posts to Different Channels We’re excited to introduce a convenient new feature that enhances your post management capabilities within communities. Now, you can easily move posts to different channels, making content organization more seamless than ever.

Enhanced Granular Permissions for Team Management

That’s why we’re excited to introduce new granular permission settings for Team Management. What’s New in Team Management Permissions Under the Account Settings, we’ve implemented two key permission settings: View Team Members: Grants only view access, allowing designated team members to see information without making any changes.

Enhanced Background Color Customization in Email Builder

Enhanced Customization for Your Text Elements in Email Builder Elevate your email design with our latest feature update, allowing you to add background colors to text-based elements like text blocks and footers. How to Use the Background Color Feature Enhancing your email content has never been easier.

Workflow Automation Feature in Conversation AI

Introducing Workflow Automation in Conversation AI We’re excited to announce a new feature that enhances the automation capabilities within your AI conversations. The “Trigger a Workflow” feature allows users to link workflows directly into AI interactions, automatically executing tasks when certain conditions are met during a customer interaction.

Country Selection Feature Enhances Global E-Commerce Checkout

New Feature Announcement: Country Selection at Checkout for E-Commerce Stores Elevate your e-commerce store’s global reach with our latest update that introduces tailored country selection capabilities at checkout. This feature enables store owners to manage and customize the countries available for shipping, enhancing the shopping experience for customers worldwide.

Introducing the New Manage Cards Feature for Streamlined Payment Management

Manage Your Payment Options with the New “Manage Cards” Feature Managing payment methods has just become more convenient with the introduction of the “Manage Cards” feature on our platform. Key Features of the “Manage Cards” Functionality View and Manage Cards: Businesses can now view cards that are either saved as a card on file or have been used for past transactions with customers.

Enhance Your Sales Tracking with Square Location Selection

Introducing Square Location Selection for Enhanced Payment Integration The latest update brings a valuable feature for businesses using Square as their payment provider. Users can now seamlessly select a specific Square location for their accounts during the integration process.

Introducing the New Tasks List View with Enhanced Management Features

Tasks List View and Enhancements We are excited to bring you a brand-new Tasks List View packed with enhancements designed to optimize your task management experience. Discover how these features can help you keep track and stay organized with ease.

Introducing Additional Notes Feature for Enhanced Checkout Experience

Introducing Additional Notes in Checkout Page for Enhanced Customer Experience We are excited to unveil a new feature designed to enhance the checkout process for ecommerce stores. Now, store owners can capture additional notes from customers directly on the checkout page.

Exciting Update: Share Your Blogs on Social Platforms with Ease We’re thrilled to roll out a new feature that seamlessly integrates social sharing into your blogging experience. Now, sharing your favorite blog posts with your community just got a whole lot easier.

Streamline Your Workflow with Pluck and Join Automation Tools

Simplifying Workflow Automation: Fetch Product Details with Pluck and Join Enhance your workflow automation with our latest feature introduction: Pluck and Join helpers. Whether you’re processing online store orders or handling complex data sets, this new feature ensures efficient data handling and reporting.

Enhance Checkout Experience with Auto-Complete Address Feature

Introducing Auto-Complete Address in Order Forms Elevate your customer checkout experience with our new Auto-Complete Address feature, designed to streamline and accelerate the process for both 1-step and 2-step order forms. The Benefits of Auto-Complete Address Experience a seamless and efficient checkout flow as the Auto-Complete Address feature swiftly suggests Google-powered addresses.

Effortlessly Reorganize Document Pages with Drag and Drop Functionality

Reorganize Document Pages for a Seamless Workflow Drag & Drop Page Reorganization We are excited to introduce the new feature allowing users to effortlessly reorganize document pages within their contracts. Features at a Glance: Drag & Drop Functionality: Easily reorder pages within a contract by simply dragging and dropping them into your desired position.

Our new widget suggestion flow provides goal-based options designed to save you time and enhance the accuracy of your dashboard setup. Our latest update brings you a host of features designed to simplify and enhance your dashboard creation: Goal-Based Suggestions: Select predefined goals to automatically populate your dashboard with relevant widgets.

Unveiling Social Analytics for YouTube, Google Business Profile, Pinterest, and TikTok We’re thrilled to announce the expansion of our powerful social analytics features. Initially rolled out for popular platforms such as Instagram, Facebook, and LinkedIn, we are now bringing these comprehensive insights to YouTube, Google Business Profile, Pinterest, and TikTok.

Discover the New Unlabeled Card Layout in Opportunity View

Introducing Unlabeled Cards in Opportunity View We’re excited to share a new update in the Opportunities module: the introduction of the “Unlabeled” card layout. This feature is designed to enhance how you view and manage data within your operations.

Enhanced Client Portal Streamlines Subscription Management

What’s New in Subscription Management. Viewing All Cards You can now view a comprehensive list of all the cards you’ve used for various subscriptions.

Estimate Creation Streamlined in Payments Tab

Streamlined Estimate Creation Now Available in Payments Tab Exciting New Feature: Direct Estimate Creation from Contact Page We’re thrilled to announce a valuable enhancement to your workflow—estimate creation is now conveniently integrated into the Payments tab directly from the contact page. This feature is designed to save you time and streamline your processes by allowing you to send estima…

Seamless Invoice Sync with Wave Accounting

Sync Your Invoices Seamlessly to Wave Accounting Effortless Integration with Wave Great news for our users leveraging Wave Accounting for their financial needs. You can now effortlessly synchronize your invoices directly from your account to Wave.

Streamline Payments with New Opportunities Features

Enhance Your Payment Management with New Opportunities Features We’re excited to introduce a new update that will streamline your payment and estimation processes directly within Opportunities. Dedicated Payments Tab in Opportunities You will now find a specially designated Payments tab within each Opportunity.

Streamline Billing with Enhanced Recurring Invoice Generation and 2 in 1 Documents

Introducing Enhanced Recurring Invoice Generation with 2 in 1 Documents The latest update to our documents feature brings a powerful enhancement to streamline your billing processes. You can now generate recurring invoices effortlessly at the time of signing, enhancing workflow automation and financial precision for your services.

Revamped Contacts Module Brings Streamlined Mobile Experience

Introducing the New UI in Contacts Module of Mobile App We’re excited to announce a significant update to the Contacts module in the mobile app. This complete overhaul brings you a new, streamlined experience that centralizes all essential information and actions, making your contact management more efficient than ever before.

Responsive Certificates and Seamless Download Flow Unveiled

Discover Responsive Certificates & Improved Certificate Download Flow We’re excited to announce important updates that will enhance your experience with certificates. Our latest enhancements focus on the introduction of responsive certificates and an improved certificate download flow.

Introducing Default Email Template Preview in Notification Preferences

Enhance Your Client Portal with Preview of Default Email Templates in Notification Preferences We are delighted to introduce the latest enhancement to the Notification Preferences feature within the Client Portal. Now, with this new update, client portal owners have the added advantage of previewing default email templates.

Enhanced Execution Logs for Streamlined Workflow Views

The updated execution logs now highlight only the end statuses. Instead of seeing two lines for each action, users will now only see statuses that are fully executed.

This newest feature is designed to simplify the management of image-related issues during content scheduling, ensuring an improved and streamlined workflow. Improved Compatibility Our process automatically formats images to meet the technical specifications of various social media platforms.

Introducing WhatsApp Review Requests for Better Customer Feedback

Send Review Requests via WhatsApp for Enhanced Feedback Collection What’s New. This new feature allows you to connect with your customers on a familiar platform, giving you a more personalized way to gather their valuable feedback.

Introducing the Template Library for Documents and Contracts

Discover the New Template Library in Documents and Contracts What’s New. We are excited to announce the launch of the Template Library, now available in the Documents and Contracts sections of our platform.

Direct Payments in Estimates Now Available in Mobile Payments

This new feature offers users the convenience of enabling direct payment options inside an estimate before sending it to their customers. How to Use the Direct Payment Feature To take advantage of the direct payment capability, follow these steps: Access the App: Open the mobile app for your account.

Mobile App Now Lets You Download Signed Estimates Instantly

New Feature: Mobile Payments Now Support Downloading Estimates We’re excited to introduce a feature that enhances the convenience of our mobile payments: the ability to download estimates directly from the mobile app. This feature is available on our latest app update, so make sure your app is up to date to take advantage of this new capability.

In-Person Signatures Now Enabled on Mobile Payments

Mobile Payments: In-Person Signatures Now Available We are excited to share our newest feature enhancement that simplifies mobile payment transactions - in-person signing within documents and contracts on our mobile app. Now, you can create a document using a template with a signature field directly on your mobile device.

Seamless Estimates and Invoices with a Streamlined Interface Update

Enhanced Estimates & Invoices for a Seamless Experience Creating and managing estimates and invoices is now more intuitive and efficient. Key Features of the New User Interface Simplified Navigation for Invoice Settings: No more excessive clicking through accordions.

Introducing Customer List Custom Audience in Ad Manager

Introducing Customer List Custom Audience in Ad Manager Improve Your Ad Targeting Strategy We are excited to announce a new feature in Ad Manager that enhances your ability to target your existing customers more precisely with ad campaigns. You can now create custom audiences by uploading a list of customers, providing a tailored approach to your marketing efforts.

Create and Send Open Invoices for Failed Subscription Payments

New Feature: Create and Send Open Invoices for Failed Subscription Payments Seamless Payment Recovery for Subscription Failures We are excited to introduce a new functionality aimed at helping businesses effectively manage subscription payment failures. Now, when a subscription payment attempt fails with native integration payment providers, an open invoice will be automatically created and sen…

WhatsApp Channel Support Now Available in Conversation AI

Prerequisites To utilize this feature, ensure that WhatsApp integration is already established and active in your account. Seamless Transition All existing functionalities of Conversational AI in your account are now fully operational for the WhatsApp channel.

Comprehensive Email Content Error Detection Update

Our updated checklist now addresses a broader range of content types, ensuring thorough error tracking and detection across all elements of your emails. Now, our expanded checklist alleviates those concerns by incorporating error detection for: Images: Ensure all visuals display correctly and are properly linked.

Streamlined Notes Management Now Available in Contacts and Opportunities

The latest update introduces several enhancements designed to improve how you organize, search, and filter your notes—making it easier to access the information you need, precisely when you need it. Improved Filters & Sorting Easily locate the notes that matter with our new filtering options.

Enhanced Product Selection for E-Commerce Stores

Enhance Your E-Commerce Management with Product Selection per Store We’re excited to announce a new feature for our e-commerce stores that provides store owners with enhanced control over product visibility across multiple stores within an account. “Include in Online Store” Toggle Condition Enabled: Products will be available for inclusion or exclusion within the Products section of all stores.

February 2025

Transform Your Course Discussions with Visual Commenting

Our new image and GIF features elevate commenting to a whole new level, providing dynamic and engaging interactions. Visual Commenting: A Closer Look Seamless Image & GIF Integration Our latest addition allows you to effortlessly enhance your lecture discussions: Drag, Upload, or Paste: You can now easily drag, upload, or paste images and GIFs directly into your lecture comments.

Instagram Ads Integrated into Ad Manager

Instagram Ads Now Available in Ad Manager What’s New in Ad Management. Key Features: Relocated Facebook Page Selector: The selector for the Facebook page has been moved into the main campaign builder flow, making it easier to align your Facebook and Instagram efforts.

Accurate Rendering for Special Characters in Documents and Contracts

Enhanced Rendering for Special Characters in Documents & Contracts We are pleased to announce a critical enhancement to our Documents & Contracts feature. Explore More Features Don’t miss out on our other recent updates that aim to enhance your experience: Comprehensive Email Content Error Detection Update Introducing the Template Library for Documents and Contracts For further assistance or qu…

Smart Search Update for Effortless Template Browsing

With our new smart search update, you can now delve deeper into our vast library using tags and categories, not just template names. Why It Matters Faster Search With the new update, discover the exact templates you need in record time.

Custom Code Panel Enhancement for Improved Rendering and Code Handling

This enhancement addresses a previously observed issue where custom values were not rendered properly, particularly when they featured lengthy keys or line breaks mid-sequence. Why This Matters to You Accurate Rendering Custom values now display accurately, regardless of the complexity of their keys or the presence of line breaks.

Introducing Enhanced Accessibility Features Across Media Library URL Redirects and Domains

Enhanced Accessibility Features Across Media Library, URL Redirects, and Domains We’re thrilled to announce the latest enhancements designed to make our platform more accessible and user-friendly for everyone. Accessibility is essential, and we’re committed to providing a seamless experience across all of our features.

Automate Custom Object Management with New Workflow Actions

Introducing New Workflow Actions: Efficiently Manage Custom Object Records We’re excited to bring you enhanced automation capabilities with our latest update, introducing three new workflow actions designed to streamline the management of custom object records. Seamlessly associate the newly created record with a contact using a predefined label.

Effortlessly Manage Reviews Across 40+ Platforms with New Integration Update

You can now effortlessly integrate and manage reviews from over 40 platforms directly within your account, simplifying reputation management like never before. Improved Customer Engagement: Respond more swiftly to customer feedback, fostering better relationships.

Introducing Dynamic Payment Scheduling in Documents and Contracts

Deposits and Payment Plans on Documents & Contracts We’re excited to announce a new feature that offers greater flexibility and automation in handling payments through Documents and Contracts. This latest update introduces the ability to add tailored payment schedules to your product lists, enhancing how you manage financial agreements and interact with signers.

Enhance Your Insights with Multi-Metric Support in Dashboards and Custom Reports

Introducing Multi-Metric Support for Dashboards and Custom Report Charts We’re excited to share that you can now elevate your reporting capabilities with the addition of multi-metric support for dashboards and custom report charts. This new feature enables you to delve deeper into your data, providing comprehensive insights to drive smarter decisions.

Auto-Applied Coupon Codes in Payment Links for Seamless Transactions

Simplify Transactions with Auto-Applied Coupon Codes in Payment Links We’re excited to announce a new feature designed to make your payment processes smoother and more efficient: auto-application of coupon codes in payment links. Key Features of Auto-Applied Coupon Codes Automatic Coupon Application: Easily apply coupon codes automatically when creating and sending payment links.

Automatic Payment Link Deactivation Now Available

We’re excited to introduce a new feature that adds convenience and control to your payment processes. You can now automatically deactivate payment links after a specific date, ensuring that payments are collected only within your desired timeframe.

WordPress PHP Version Update Management Now Available

WordPress PHP Version Update Now Live. We’re excited to announce a new feature that will significantly enhance your WordPress hosting experience: PHP Version Update Management.

WhatsApp Template Integration in Snapshots for Agencies

This added functionality means you can efficiently copy and manage templates across multiple accounts, eliminating manual recreation and ensuring a seamless workflow across various business locations. What’s New in WhatsApp Template Support.

Enhance Your Scheduling with New Calendar Activity Log Features

Improved Third-Party Update Tracking One of the key updates is the enhanced tracking of third-party calendar events. Updates made in platforms like Google Calendar, Outlook, or iCloud will now be logged as “Updated by Third Party” in the activity logs.

Incoming Call Transfer Now Live on Refreshed Dialer

Enhanced Call Management: Transfer Incoming Calls Now Available We are excited to announce a feature upgrade that many of you have been anticipating. With our latest update, you can now transfer incoming calls on the refreshed dialer.

Dialer Refresh Experience a Cleaner and More Efficient Dialing Experience

Dialer Refresh: Experience a Cleaner and More Efficient Dialing Experience 🌟 A Fresh New Look Our latest update introduces a refreshing change to the dialer that promises a cleaner interface for seamless communication. Explore the new look and feel with these intuitive enhancements.

Introducing Profile Progress Tracker and Health Score for Business Success

Enhance Your Business with Profile Progress Tracker & Profile Health Score We are thrilled to unveil our new Profile Progress Tracker & Profile Health Score. These innovative features are designed to help you effortlessly optimize your business profile for greater success.

Introducing Default and Category Completion Certificates for Courses

Here’s what you can expect with this new feature: Automatic Default Certificates: Each new course now comes with a built-in default certificate, making setup easier and saving you valuable time. Direct Viewing of Templates: You can now view templates attached to a course completion certificate directly from the course builder, ensuring a seamless design experience.

Enhance Your Collaboration with Builder-Side Image and GIF Support

Builder-Side Image Support: Elevate Your Collaborative Experience Creators can now enjoy a more dynamic collaboration environment on the builder side with enhanced image and GIF support. Key Features: Easy Integration: Drag, upload, or paste images and GIFs directly into comments without any hassle.

Boost Your Productivity with Enhanced Contacts Module Features

Let’s take a closer look at what’s new: Tags: First-Glance One-Click Access We have improved the visibility of tags within the Contacts Module. Tags are now prominently displayed at the contact level, providing you with effortless, one-click access to view and take actions relevant to each tag.

Enhanced QR Code Functionality Now with Improved Quality and New Formats

Improved PNG Quality One of the key updates is the enhancement of PNG quality. With a higher Pixels Per Inch (PPI), QR codes generated will now have significantly better resolution.

Create Appointment Note Workflow Action Enhances Scheduling Automation

Streamline Your Appointment Management with the New Create Appointment Note Workflow Action We’re thrilled to introduce an exciting new workflow action under the Appointments category: Create Appointment Note. This innovative feature allows users to automate the process of note-taking for appointments, enhancing record-keeping and significantly reducing manual effort.

Introducing the New Media Library in Our Mobile App

We’re thrilled to introduce the new Media Library, now available on the mobile app, offering a centralized space where you can upload, organize, and access all your media seamlessly. Cross-Module Integration: Experience seamless media usage across your preferred features like Social Planner and Conversations.

Unlock Efficient Document Handling with Enhanced PDF Upload Features

Streamline Your Document Management with New PDF Upload Capabilities Enjoy an improved document management experience with our latest feature enhancement that allows you to upload multiple PDFs at once and rearrange pages before submission. With our new feature, you can now select and add multiple PDFs all in one go.

Streamlined Company Settings Experience in SMBcrm Update

Discover the Updated Company Settings Experience At SMBcrm, we’re continually refining our platform to enhance user experience and improve efficiency. Clicking on Settings > Companies will now redirect users directly to Settings > Objects > Companies.

The Booking Widget now proudly supports five additional languages: French (Canada) 🇨🇦 French (France) 🇫🇷 Swedish 🇸🇪 Finnish 🇫🇮 Norwegian 🇳🇴 These new options can be selected directly within your Booking Widget preferences, allowing for greater consistency with your platform-wide language settings. Improved Localization By providing these options, we ensure a more consistent, native-language use…

Introducing Branching for Enhanced Workflow Customization in Find Contact Action

This update introduces branching support, offering a more robust customization capability for users managing their workflows. New Behavior With the new branching support, users can now define distinct paths in their workflows depending on whether a contact is found.

With this enhancement, the navigation menu on mobile devices will now support text wrapping, ensuring a cleaner and more user-friendly interface. Improved Text Overflow Handling Previously, long navigation menu items could extend beyond their allocated space on mobile devices, which sometimes led to a cluttered display.

Enhance Control Over Subscription Payment Retries with New Configuration Options

Subscription Settings - Failed Payment Retries Configure Payment Retries to Enhance Subscription Management We are excited to offer a new feature that provides enhanced control over subscription payment retries in the event of payment failures. Key Features Flexible Retry Configuration: You can now configure up to 3 payment retries for subscriptions when a payment failure occurs.

Doubling Backup Retention for Enhanced WordPress Hosting

Extended Backup Retention for WordPress Hosting We are excited to announce a significant enhancement to the WordPress Hosting service available on our platform. Users can now access backups from the last 30 days, an improvement from the previous 14-day limit.

Introducing LC Plugin 2.0 for Enhanced WordPress Hosting

This update simplifies how you use features like Phone Numbers, Email SMTP, and Forms within your WordPress environment without the need for tedious manual setups. Enhanced Security with OAuth Security is at the forefront with the new LC Plugin 2.0.

Introducing Media Management for Enhanced Brand Presence on SMBcrm

Upload Business Logo & Gallery Media in Online Listings Enhance Your Brand Presence with SMBcrm’s Latest Feature We’re thrilled to announce that you can now upload, manage, and edit business logos and photos directly within SMBcrm. This new functionality ensures a consistent and professional brand presence across all your listings, making it easier than ever to manage your business’s online image.

Enhance Your Listings with Address Privacy and Expanded Service Areas

Enhance Your Business Listings: Hide Address & Add Service Areas We’re excited to introduce two new features aimed at empowering service-based businesses that operate without a fixed address or wish to clearly define their service areas: Key Feature Highlights Hide Business Address Privacy with Presence: Maintain your online presence while keeping your physical location confidential. A new chec…

Enhance Your Workflows with the New Terms and Conditions Filter Feature

Enhance Your Workflows with the New T&C Filter Feature We are excited to announce a powerful new feature in our workflows—the Terms and Conditions (T&C) Filter. This addition allows accounts to filter users based on their agreement status with the Terms and Conditions, ensuring that workflow steps are effectively aligned with compliance needs.

Communities Platform Introduces Expanded Email Preferences and PayPal Support

These new enhancements expand your email preference options and introduce improved functionalities to keep your community management seamless and efficient. New Email Preferences The community platform now supports 14 new email preferences.

Introducing Stop Bot Action for Smarter Customer Interactions

Introducing the Stop Bot Action: Enhance Your Customer Conversations We’re excited to announce the addition of the Stop Bot Action feature, designed to streamline your AI bot interactions and enhance your customer service experience. This feature allows for intelligent stoppage of the bot’s responses based on specific conditions, ensuring more efficient and fruitful engagements with your custom…

Enhance Your Social Media Management with Facebook Multi Page Support We’re pleased to introduce Facebook multi page support, now available for all accounts on our platform. This feature allows seamless management of activities across multiple Facebook pages, providing you with more flexibility and efficiency.

Toll Free Number Verification for SMS Now Required

Toll Free Number Verification for SMS: Ensure Seamless Communication As part of our ongoing efforts to enhance your communication capabilities, we now require verification of toll-free numbers for sending SMS messages. Below, we detail the new verification steps to guide you through this update.

Introducing Smarter Offer Management on the Product Page

The new update brings significant improvements to how offers are managed and displayed directly from the product page. All-in-One Offer View With the improved Offers table, you can now view all offers linked to a particular product in one cohesive view.

Introducing Google Search Ads Integration in Ad Manager

You can now seamlessly connect your Google account and launch responsive search ad campaigns in just a few easy steps.

Explore New Payment Widgets for Enhanced Financial Insights

Discover Enhanced Financial Insights with New Payment Widgets Explore our latest feature aimed at elevating your dashboard experience with robust payment widgets, designed to help you effortlessly track and analyze revenue trends. With these widgets, you can now visualize crucial payment metrics directly on your dashboard, enabling a quick overview of your financial performance.

Streamline Affiliate Management with Customer Deletion Feature

Enhance Your Affiliate Management Experience with Customer Deletion Managing your affiliate program on SMBcrm has now become more streamlined and efficient. We are excited to announce the latest update that allows users to delete customer records under any affiliate profile.

Streamlined Data Retention and Auto-Deletion Process Unveiled

Effective Data Management: Courses Data Retention & Auto-Deletion Update We’re excited to announce an update to our data retention and management process for product data associated with locations.

Introducing Customer Deletion for Streamlined Affiliate Management

Simplify Your Affiliate Management with Customer Deletion Feature Managing your affiliate program just got a whole lot smoother. At SMBcrm, we’re pleased to announce an enhancement that allows you to delete customers under any affiliate, providing you with greater control over your customer records and affiliate data.

Advanced Course Unlock Options Now Available in Communities

Advanced Course Unlock Options in Communities We’re excited to announce a new update designed to give community admins more flexibility with course access. With the revamped course unlocking system, you can now tailor course availability according to your community’s specific needs.

Enhance Client Experience with Custom URL Redirection in Documents and Contracts

Enhance Client Experience with Custom URL Redirection in Documents & Contracts What’s New. We are excited to introduce a seamless feature designed to enhance your client’s journey: Custom URL Redirection.

Streamlined Google Business Profile Page Management Enhancements

The new updates streamline navigation and selection, ensuring a more efficient and seamless integration process. Key Enhancements Group & Page Selection: Users can now select a group and view all the associated pages before proceeding with the integration, providing a structured approach to page management.

Automatic Hosting for Seamless Third-Party Image Management

Introducing Automatic Hosting of Third-Party Images We are excited to announce a new feature designed to enhance your experience with image handling in our platform. This update introduces a more reliable method for managing images sourced from third-party providers like Unsplash and Pixabay.

Auto-Complete Address Feature Boosts Ecommerce Checkout Efficiency

Enhance Your Ecommerce Checkout with Auto-Complete Address Feature Efficient checkouts are a crucial aspect of any ecommerce store. We’re excited to introduce the Auto-Complete Address feature, designed to elevate your customer’s shopping experience by offering smooth and error-free transactions.

New Payment Methods Unveiled for UK Australia Malaysia and US Customers

New Payment Options for Greater Flexibility We are excited to announce the availability of several new payment methods to enhance your payment processing capabilities. This update broadens the options available to our customers in the UK, Australia, Malaysia, and the US, allowing you to reach more clients and provide a more seamless payment experience.

Enhance Your Strategy with Optional End Time for Dynamic Timers

Optional End Time for Dynamic Timer Enjoy more flexibility and control with our new update to dynamic timers. You can now set a timer to end after a specific duration, starting from when the email is opened or sent.

Enhanced Response Info Feature Launch in Conversation AI

Discover the Enhanced Response Info Feature in Conversation AI Our latest update to the Response Info feature brings three dynamic enhancements designed to improve tracking and transparency when using AI-generated responses: Agent Preview, Chat History Tab, and Action Execution History. Chat History Tab: Gain insight into previous conversations used to form AI responses for improved context.

Introducing Manual Payments for Forms and Surveys

You can now support manual payments directly within forms and surveys, allowing you to sell products with greater convenience. Discover the added capabilities this feature brings and how it can benefit your operations.

Introducing Enhanced Course Management Features in SMBcrm

Discover Community Groups in Course Preview for Enhanced Management Great news for our SMBcrm users. We’re pleased to announce the release of new enhancements designed to make managing your products, specifically courses, more efficient than ever before.

Boost Your Blog Visibility with the New Featured Post Feature on SMBcrm

Introducing Featured Post for Your Blog on SMBcrm We’re thrilled to unveil a new enhancement to your blogging experience— the Featured Post feature. This new addition empowers you to strategically spotlight key content, driving engagement and optimizing visibility.

Introducing Smart Push Notifications for Enhanced Client Engagement

Enhance Engagement with Smart Push Notifications for Client Portals We’re thrilled to introduce a dynamic new feature on SMBcrm: the “Smart Push Notification” workflow action. How It Works Our Smart Push Notification feature adds a layer of sophistication to your communication strategy.

Introducing Trash Functionality in Media Storage

This feature allows you to manage your media files with greater flexibility and peace of mind. Seamless File Recovery Experience The new trash functionality provides a crucial safety net for your digital assets.

Enhance Data Collection with the New Other Option in Forms and Surveys

Enhance Your Data Collection with the New “Other” Option in Forms & Surveys We’re thrilled to introduce a new feature designed to give users more freedom and flexibility when filling out forms and surveys— the “Other” option. With this feature, respondents have the flexibility to select “Other” and type a response tailored to their specific input.

Introducing Enhanced Analytics for Browsers and Client IPs

Unveiling New Analytics Features: Top Browsers and Client IPs The latest enhancements to our site analytics provide you with deeper insights into your visitor behavior, spotlighting the top browsers and client IPs. These updates aim to empower you with the knowledge needed to optimize your site for better performance and engagement.

Introducing the Enhanced Default Dialer Experience

Introducing the New Default Dialer: Enhanced and Empowered The wait is finally over. Our new and improved dialer is now your default tool for making calls.

Flexible Affiliate Management with Customer EnableDisable Feature

Introducing Flexible Affiliate Management with Customer Enable/Disable Feature Managing your affiliate program just got even more flexible. We are excited to announce a new feature in our Affiliate Manager that allows you to enable or disable customers under any affiliate.

Customize Recurring Emails with New Template Options in Reputation Management

✨🎉 We’re excited to unveil a new feature designed to enhance your Reputation Management capabilities by allowing greater personalization and automation of your recurring emails. You can now assign different email templates to your review request communications, ensuring each interaction is effectively tailored to your audience.

Enhance SMS Compliance with New Sender ID and Opt-Out Features

Enhanced SMS Compliance with Sender ID and Opt-Out Updates We’re pleased to share the latest updates to our SMS compliance features, designed to align with regulatory standards like A2P 10DLC. The updates are now live and will impact all users across the platform.

Enhance Site Security with Automatic Updates Management for WordPress

Keep Your WordPress Sites Secure with Automatic Updates Management Keeping your WordPress sites updated and secure is now simpler and more efficient with our new Automatic Updates Management feature. This update enables automatic updates for WordPress Core, Plugins, and Themes, minimizing manual efforts and boosting overall security and performance.

Introducing the Prospect Generated Workflow Trigger for Seamless Lead Management

This update provides a streamlined approach to lead management, ensuring efficient actions for new prospects created through both our Prospecting Tool and embedded widgets. Here’s how this update can benefit you: Key Features & Enhancements 1.

Track Top Email Campaigns by Click and Open Rate Now Available

Enhance your email marketing strategy using our latest feature that allows you to track your top email campaigns by click rate and open rate, in addition to revenue. Our updated analytics lets you monitor the top 5 email campaigns, giving you crucial insights based on the metrics that matter most.

Effortless WooCommerce Product and Collection Import Now Available

You can now seamlessly import and sync your products and collections from your WooCommerce store to our platform. How to Use the New Feature Access the Integration Settings: Find the WooCommerce integration within an account under Settings > Integration > WooCommerce.

Seamlessly Move Entire Folders with Our Updated Media Tool

Our Media Storage tool now supports moving entire folders, allowing you to seamlessly relocate not just files, but entire subfolders. Choose Your Destination: You have the option to select an existing folder or create a new one to house your media.

Temporary Magic Links Enhance Client Portal Security

Key Enhancements 15-Minute Magic Link Expiration: Magic links now come with a 15-minute expiration period to significantly reduce the vulnerability window for potential misuse. Encrypted Secret Token: The secret token is now encrypted, securing users’ login information and enhancing overall portal security.

Introducing New Margin Edit Features for Enhanced Design

Enhance Your Design with the New Margin Edit Capability Are you looking for more design freedom and better typography control on your website layouts. We’re excited to announce new features that enhance your ability to adjust margins between layouts and customize text tag spacing for optimal design precision.

Enhanced Border Customization for Precise Design Control

Border Customization – Color, Radius & Thickness Elevate Your Design with Enhanced Border Customization We’re thrilled to announce a new feature aimed at enhancing your design capabilities—customizable border settings. With the ability to adjust border color, thickness, and radius globally or per edge, you now have more freedom to create distinctive and polished designs.

Efficient Certificate Cloning for Seamless Management

Clone Certificates: Streamline Your Certificate Management With the new certificate cloning feature, managing your certificates has never been easier. This enhancement allows you to efficiently replicate certificate templates across multiple locations, saving both time and effort.

Enhance Ad Targeting with Custom Audiences from Smart Lists

Ad Manager: Create Custom Audiences Using Smart Lists for Enhanced Targeting We are thrilled to announce a new feature that allows you to create customer list custom audiences directly from smart lists. How It Works Creating Customer List Custom Audiences: You can now create custom audiences from your smart lists in two different stages — via the Ad Manager Settings and during campaign creation.

Dynamic Field Assignment to Sender Enhances Document Management for Teams

Dynamic Field Assignment to Sender: Streamlining Document Management for Multi-Membered Teams SMBcrm is excited to unveil a new feature in our Documents & Contracts templates that will simplify your document management process: dynamic field assignment to the sender. Assign to Sender Option: Now, you can choose the “Assign to Sender” option in your document templates.

Streamline Your Schedule with Simplified Google Calendar Connection

This new feature, known as Google Descope, makes calendar management more straightforward and secure. Key Highlights Seamless Google Calendar Connection: Now, you can connect just your calendar without integrating your entire Google account.

Multi CSS Unit Support Now Available in Funnels and Websites Builder

You can now effortlessly select CSS units from a dropdown, including px, %, em, rem, vh, and vw for styling properties. This new feature streamlines your workflow by eliminating the need for manual unit input.

Enhanced User Permissions Unveiled in Calendar Module

Key Updates Granular Permissions: Users now have the ability to be assigned distinct View and Manage permissions specifically for Calendars, Appointments, and Groups. This allows for a tailored access experience based on user roles and needs.

March 2025

Introducing Top Visits by Country with Interactive Heatmap in Sites Analytics

Discover Top Visits by Country in Sites Analytics We are thrilled to announce the latest update to our Sites Analytics dashboard—introducing the “Top Visits by Country” feature. This powerful new tool comes with an interactive heatmap, allowing you to visualize and analyze visitor distribution across various countries effortlessly.

Custom Values Retained in Document to Template Conversion

What’s New in Document & Contract Management. In response to valuable feedback, we’ve implemented a solution that allows custom values in documents to remain consistent when transitioning to template format.

Introducing Clearer Conference Call Billing

Now, charges will be processed after each individual call. This has now been rectified to reflect the correct regional rate, offering a fair representation of the charges based on the actual location used.

Enhanced Bulk Action Management for CRM Contacts

This update offers an enhanced approach to handling bulk contact operations, presenting users with improved visibility, intuitive controls, and robust error management. Redesigned Layout and Improved Statistics The new layout provides a cleaner, more readable interface.

AI-Assisted Custom Code Generation for Enhanced Workflows

Introducing AI-Assisted Code Generation for Workflow Customization Writing custom code within workflows just became smarter, faster, and easier, thanks to a new AI-powered feature. We are excited to introduce our latest offering, Code with AI (Beta), which enables users to generate custom code snippets with just a simple description.

Introducing Commission Deletion for Streamlined Affiliate Management

Manage Your Affiliate Program with Ease: Introducing Commission Deletion We’re excited to announce a new feature that enhances your control over managing affiliate commissions in your account. With the ability to delete certain commissions, administrators can now maintain cleaner records and better manage payout processes.

Enhanced WhatsApp Customer Service Window for Seamless Interactions

Enhanced WhatsApp Customer Service Window Check Our latest update introduces an enhanced WhatsApp Customer Service Window Check feature. Key Enhancements Phone Number Selection: Users now have the ability to choose from all connected WhatsApp phone numbers within a single location.

Auto-Complete Address Feature Accelerates Form Accuracy and Efficiency

Enhance Form Accuracy with Auto-Complete Address Behavior The latest update introduces a seamless Auto-Complete Address feature to improve how addresses are entered in forms and surveys. This enhancement enables faster and more accurate address entry, minimizing errors and reducing the time spent on form completion.

Discover the Power of Prebuilt Mega Menu Templates Enhance your website or funnel today with our new prebuilt mega menu templates. This feature allows you to add structured and professional mega menus effortlessly, eliminating the need to build from scratch.

Enhanced Invoicing: Edit Payment Schedules and Manage Partially Paid Invoices

Invoices: Editing Payment Schedules & Partially Paid Invoices What’s New We’re thrilled to announce a significant enhancement to our invoicing capabilities, providing you with unparalleled flexibility to manage your finances. Key Features Include: Invoice Details Management: Easily change the invoice due date, update the name, modify terms, and add notes as required.

Enhanced WhatsApp Outbound Messaging Flexible From Number Selection

You now have the power to choose which WhatsApp number you use for outbound communication, thanks to the new From Number selection dropdown. The new feature introduces a selection dropdown, allowing you to pick from any connected WhatsApp numbers.

WhatsApp Marketing Templates Temporarily Paused in U.S. Starting April 2025

Important Update: WhatsApp Marketing Templates Pause in the U.S.

Enhance Your Design with Custom Value Support for Media and Layouts

This new feature promises easy customization and improved uniformity when managing videos, images, logos, and background layouts. Easy Customization With custom value support, you can now employ dynamic values to update media elements effortlessly.

New CRM Features for Enhanced Opportunity Tracking and Management

Expanded Opportunity Values Enhance CRM Management We are pleased to announce exciting updates to our CRM platform that will empower users with enhanced opportunity tracking and improved data management. Explore the new features designed to optimize your sales pipeline and elevate your opportunity management.

Opportunity Custom Value Support Now in Invoices and Estimates

Introducing Opportunity Custom Value Support in Invoices & Estimates Enhance the accuracy and efficiency of your invoicing and estimating process with our latest feature update. Now, directly incorporate Opportunity Custom Values within the “Terms & Notes” section of your invoice and estimate templates.

Enhanced User Management Permissions Unveiled

Permissions Update: User Management Discover the Benefits of New User Management Permissions We’re excited to announce a significant update in our permission settings, dedicated to enhancing user management within your CRM ecosystem. This update introduces a more granular approach by replacing the existing team management settings with a dedicated user management permission.

Cookie Consent Banner v2 with Customization Support in Funnels & Websites What’s New. Here’s a breakdown of what this feature offers: Customizable Banner: Tailor the appearance and user consent options to meet your needs.

Latest Updates to Dialer with Streamlined Search and Enhanced Functionality

Key Enhancements Streamlined Search Feature: The “Calling From” option in the Dialer now supports searching by the friendly name of the phone number. This enhancement allows for a more intuitive and quicker search compared to previously, where you could only search using the phone number itself.

Streamline Your Email Strategy with New Dedicated IP Eligibility Criteria

Enhance Your Email Strategy with Updated Dedicated IP Purchase Criteria Updated Eligibility Criteria for Dedicated IP Purchase We are excited to announce the update for purchasing a dedicated IP for accounts. New Criteria for Purchasing a Dedicated IP Previous Criteria: Contact Count: 100,000 Emails Sent in the Last 30 Days: 200,000 Updated Criteria: Contact Count: 10,000 OR Emails Sent in the …

Export Issued Certificates Data as CSV Now Available

New Feature: Export Issued Certificates Data as CSV Streamline Your Certificate Management with CSV Export We are excited to announce a new feature that enhances your record management capabilities: the ability to export issued certificates data as a CSV file. Key Benefits Efficient Data Retrieval: Users can now specify a date range before exporting, ensuring that only the necessary data is ret…

Introducing Meta Engagement Ads for Meaningful Customer Conversations

Discover the New Meta Engagement Ads: Drive Meaningful Conversations What’s New. This complements the existing Lead Generation and Website Traffic objectives we offer, elevating your marketing strategies to a whole new level.

Introducing Announcement Channel and Notification Enhancements for Communities

Announcement Channel and Notification Enhancements for Communities We are thrilled to unveil our latest feature addition: the Announcement Channel, designed specifically to streamline communication within communities. Role-Based Access Control Control Posting: With this feature, regular community members have read-only access, ensuring they stay informed without altering the content.

Introducing Smarter Resend Campaigns for Enhanced Email Management

Managing resends is now more accessible, flexible, and effective than ever before with our latest update to email campaigns. Pre-configure Resends Now, setting up resends for unopened emails is effortless with the ability to do so directly from the send or schedule screen—streamlining the process to get your message across.

Enhanced Control for Date Property Selection in Custom Reports

Discover Enhanced Date Property Selection for Custom Reports We’re excited to introduce a valuable enhancement to our report scheduling feature, bringing you improved control over date property selection. We recognized the need for more flexibility, and we’re pleased to announce the addition of a new feature: Use Widget-Level Date Settings.

Introducing Traffic by Device Type in Sites Analytics

Announcing Traffic by Device Type in Sites Analytics We are excited to introduce a new feature in our Sites Analytics dashboard: Traffic by Device Type.

Drip Dates and Library Sorting Simplified

📅 Drip Dates Support in Courses The drip scheduling feature has been significantly enhanced to allow for fixed drip dates, offering more flexibility in structuring your course content. Here’s what you can look forward to: Fixed Drip Dates: You can now set specific release dates for lessons or modules.

Introducing Custom Value Error Warnings in Email Templates

The new custom value error warnings in email templates offer just that, making it easier for users to identify, address, and resolve potential issues within their emails. This update introduces a functionality that displays warnings for errors associated with custom values in your email templates.

Introducing Audience Summary for Enhanced Ad Targeting

Ad Manager: Audience Summary What’s New. We’ve introduced a powerful update that allows you to view a detailed summary of all audiences within our Ad Manager.

Configure Stripe Payments Seamlessly Within the Platform

Configure Stripe Payment Methods Directly Within the Platform We are excited to announce a powerful update that allows businesses to streamline their payment processing: you can now configure Stripe payment methods directly on our platform. Key Features & Benefits Direct Configuration: Businesses can configure Stripe payment methods directly on our platform, bypassing the need to access the Str…

Introducing Enhanced Opportunity Workflow Actions

Discover Enhanced Opportunity Workflow Actions We’re thrilled to announce new and improved Opportunity-related workflow actions. New “Find Opportunity” Action Key Benefit: Quickly locate the earliest or latest opportunity for a contact.

Effortless PDF Integration in Documents and Templates

We’re excited to introduce a new feature that allows you to seamlessly integrate PDFs into your existing Documents and Templates without redoing the entire file. Here’s how you can make the most of this new feature: Add a Page from the Left Panel: Simply click on the “+” symbol located in the left Pages panel to add a new page where you can upload your PDF.

Enhanced Funnel Experience with Smoother Transitions and Performance Boosts

Funnel Experience Optimizations & Smoother Transitions Enhance your workflow with our newest updates to the funnel experience. We have addressed this by improving the transition logic, ensuring that your navigation is now seamless and consistent.

Enhance Customer Communication with the All In One Chat Widget Streamline your customer interactions like never before with the new All In One Chat Widget. This feature integrates Live Chat, Email Chat, and WhatsApp Chat into a single, cohesive platform.

Introducing Quick Filters for Effortless Data Analysis

With our newly introduced Quick Filters feature, you can now personalize your data experience without having to dive into edit mode. What’s New with Quick Filters.

Introducing Multi-Channel Review Requests to Capture More Customer Feedback

Multi-Channel Review Requests: Capture More Customer Feedback We’re thrilled to introduce our latest feature, Multi-Channel Review Requests. This dynamic new tool allows businesses to request customer reviews via SMS, Email, and WhatsApp, optimizing your reach and maximizing review collection by leveraging the communication channels your customers prefer.

Enhanced Terms and Conditions for Compliance and Customization

Enhanced Terms & Conditions for Compliance In response to the updated A2P requirements, we’ve introduced enhancements to the Terms & Conditions (T&C) element within our forms. Auto-Addition with Phone Element Including the Phone element in your form will now automatically add both Transactional and Promotional T&Cs.

Similar Template Suggestions Streamline Your Search Experience

Now, you can identify the right template with minimal hassle and save valuable time. Solution: Introducing Similar Template Suggestions To tackle this issue, our platform now analyzes the template you’re viewing and suggests similar ones.

Enhance Your Media Management with New Quick Insert and Preview Features

Quick Insert for Faster Action To expedite your workflow, we’ve introduced a new “Insert Media” call-to-action that appears when a single file is selected, whether you are in single-select or multi-select mode. This enhancement enables you to insert files with just one click, reducing the time spent navigating menus.

Funnel Preview Gets Performance and Security Boost

This leads to improved First Contentful Paint (FCP) and Largest Contentful Paint (LCP) metrics, making content visible to users faster. Security & Code Enhancements Component Name Obfuscation: To bolster security and protect code, component names are now hashed and hidden, ensuring better encapsulation and safety.

Stay Informed About Contact Enrollment Delays Proactive Delay Notification We’re excited to introduce a new Rate Limit Notification Banner designed to keep you informed about any contact enrollment delays. Key Features: Visibility on Critical Pages: The new notification banner appears prominently on both the Workflow List Page and Contact Enrollment Page.

Elevate Your Invoicing with New Text Formatting Tools

Elevate Your Invoicing: Text Formatting in Descriptions Now Live We’re excited to introduce our latest feature enhancement, designed to make your invoicing experience smoother and more efficient. With text formatting capabilities now available for invoice descriptions, you can convey details with greater clarity and professionalism.

Introducing New Interaction Effects for E-commerce Store Elements

Enhanced Interaction Effects for E-commerce Store Elements We are thrilled to announce the introduction of new hover interaction effects that will elevate the browsing experience for store visitors. Product Title Underline When users hover over product titles—be it on product listing pages, featured products, or related products—a subtle underline now appears to catch the visitor’s attention.

Introducing Default Sorting Options for Enhanced Product Displays

Enhance Your E-Commerce Store with Default Sorting Options We’re pleased to announce an important update for e-commerce stores: the introduction of a Default Sorting feature for Product List pages. This new capability empowers store owners to personalize the product display order, ensuring customers encounter products in a sequence that highlights key offerings or incentives from the moment the…

Introducing the Sales Objective in Meta Ads Manager

Introducing the New Sales Objective for Meta Ads We are thrilled to announce the addition of the Sales Objective in our Ad Manager, enhancing your toolkit for crafting powerful Meta ad campaigns. This new objective empowers businesses to focus directly on driving meaningful conversions, helping to maximize your return on ad spend (ROAS).

Introducing the Contact Engagement Score for Enhanced Opportunity Management

This new feature will enable you to streamline your workflow, making it easier to focus on high-priority Opportunities. This allows you to tailor your workspace according to the metrics that are most significant to you, ensuring a more efficient and personalized experience.

Streamline Your Billing with New Default Invoice Reminders for Timely Payments

Streamline Your Invoicing: New Default Reminders for Timely Payments What’s New. We’re excited to announce the addition of three default invoice reminders, preset for new accounts using our invoice feature.

Unveiling the New Image Editor in Ad Manager

Introducing the New Image Editor in Ad Manager Exciting updates are here for our Ad Manager users. We’ve just unveiled a new Image Editor that simplifies the way you create and edit media for your ad campaigns.

Introducing Inline Editing for Effortless Form Customization

Experience Seamless Form Editing with Inline Editing We are thrilled to announce a new feature designed to streamline your form-building process: Inline Editing. This innovative feature allows your team to edit text elements directly within the builder preview, offering a more intuitive and efficient experience.

Live Activity Tracking for Enhanced Estimate Management

Enhance Your Workflow with Live Activity Tracking for Estimates We’re excited to introduce a new feature that brings unprecedented transparency and efficiency to your estimates management. You can now track the entire lifecycle of your estimates—from sending to signing—right from your dashboard.

Introducing Call Scripts to Boost Agent Efficiency

Enhance Your Calling Operations with Call Scripts We are excited to announce the introduction of Call Scripts, a tool designed to streamline and enhance the productivity of your calling agents.

Elevate Appointment Management with Our Enhanced Cancellation Widget We’re thrilled to announce an update to our Cancellation Widget, enhancing the overall cancellation experience to align seamlessly with our Booking and Reschedule features. Capture & Display Cancellation Reasons Our updated widget now supports structured data collection for cancellation insights.

Internationalization Transforms Client Portal into a Global Experience

This development transforms the Client Portal into a truly global product, available on both web and mobile platforms. Now you can manage the Client Portal and Child Apps in your native language with the following options: German Spanish French (Canada) French (France) Dutch Portuguese (Portugal) Portuguese (Brazil) Italian Swedish Finnish Norwegian And many more How It Works For Web Users: Nav…

WhatsApp Coexistence Arrives for Seamless Dual-Platform Messaging

WhatsApp Coexistence is Now Live for All Supported Countries We are thrilled to announce the general availability of WhatsApp Coexistence. Businesses can now seamlessly integrate their existing WhatsApp Business App with SMBcrm, enabling dual-platform messaging without the risk of bans or service disruptions.

Mandatory Call Recording Message Update Now Live

Call Recording Message is Now Mandatory We’re pleased to announce an important update to our call recording feature that aims to enhance the transparency and user experience for all our customers. Starting now, the call recording message field can no longer be left blank.

Introducing the Typing and Thinking Indicator for Enhanced Conversation AI

Enhancing Live Chat with the New Typing / Thinking Indicator for Conversation AI We are excited to announce the introduction of the Typing / Thinking Indicator for Conversation AI. Designed to improve user experience, this new feature adds a layer of engagement by making interactions with AI more natural and intuitive.

Introducing CC and BCC Fields for Enhanced Email Communication

Enhance Your Email Experience with New CC/BCC Features We’re excited to announce that you can now add CC and BCC fields in the Email Action to improve your email communication without compromising simplicity. New Feature Highlights Adding CC/BCC Fields with Ease You can now include CC (Carbon Copy) and BCC (Blind Carbon Copy) recipients directly in the Email Action.

Enhanced Course Access Management for Admins

Revoke Course Access Enhancement In our ongoing effort to improve functionality and user experience, we’re excited to announce a new enhancement to course access management. Revoke Individual Course Access Admins now have the ability to remove access to specific courses within an offer without disrupting access to the entire package.

Streamlined Calendar Notifications and Enhanced Payment Integration

Streamlined Notifications & Smarter Payment Integration in Calendars We’re excited to announce enhancements to the Calendars feature that focus on streamlining your workflow and improving user experience. Whereas previously, you needed to jump back and forth between sections, now you can create email templates directly within Calendar Notifications settings.

AI-Powered Error Highlighting and Resolution in Workflows

Introducing AI-Powered Error Highlighting & Resolution in Workflows As we continue to enhance our platform’s capabilities, we’re excited to unveil our latest feature: AI-powered Error Highlighting and Resolution. Why This Feature Matters Enhances Workflow Reliability: Easily spot and fix errors to keep your workflows running smoothly.

Enhance Your Web Pages with Prebuilt Image Slider Sections

Prebuilt Image Slider Sections: Enhance Your Web Pages Effortlessly add engaging and dynamic image sliders to your funnels and websites with our brand-new prebuilt Image Slider sections. Start leveraging these new Image Slider templates to make your web pages visually compelling and engaging for your audience.

Introducing the Flexible Coupon Limit Feature for Subscriptions

Enhance Subscription Flexibility with New Coupon Limit Feature We’re excited to announce a new feature that gives businesses greater control over how subscription coupons are applied. Now, with this latest update, you have the flexibility to specify the number of months a coupon is applied to a subscription.

Enhance Your QR Code Management with New Folder System

Enhance Your QR Code Management with New Folder Capabilities Organize Your QR Codes with Folders We are excited to introduce a new feature to help you manage your QR codes more efficiently. You can now create and manage folders, providing a streamlined way to organize your QR codes within the platform.

Introducing Intuitive UI Enhancements in Calendars Module

What’s New Enhanced Meeting Location UI We’ve added a new “Meeting Location” header under the Meeting Details tab to enhance visibility. If a location option isn’t available for your calendar type, we now clearly inform you of unsupported options, which improves clarity and reduces potential setup errors.

Introducing Personalized Onboarding and Smart Workflow Experiences

Relevant Examples & Templates: All suggested templates will now be aligned with your chosen niche, offering a more curated experience. Smartlist Interactive Guided Workflow Builder At the top of the new landing page, an “If This Happens → Do This” illustration provides real-world examples, such as a customer booking an appointment, demonstrating how a resultant action, like sending an email, is…

Introducing the Conversation AI Dashboard for Enhanced Business Insights

This robust feature offers detailed insights into your AI bot’s performance, allowing businesses to track essential metrics, enhance bot efficiency, and make informed, data-driven decisions. Navigate to the new Dashboard tab.

Enhance Your Campaigns with Easy Review and Duplication of Lead Forms

Ad Manager: Review & Duplicate Lead Forms for Lead Generation Ad Campaigns What’s New. We’re excited to let you know that you can now effortlessly review, map, and duplicate Facebook Lead Forms directly from the Lead Form dropdown while setting up your Lead Generation campaigns within the Ad Manager.

Enhanced Add Guests Features for Streamlined Bookings

Enhance Your Booking Process with Improved ‘Add Guests’ Features We’re pleased to announce the latest enhancements to the ‘Add Guests’ experience, offering you greater control and flexibility in handling guest bookings. Payment Calculation Based on Attendee Count You now have the ability to automatically collect payments based on the total number of attendees, including the primary booker and a…

Updated Messaging Policies for Canadian 10DLC Numbers A2P Registration Required

Updated Messaging Policies for Canadian 10DLC Numbers: A2P Registration Requirements As part of our ongoing efforts to ensure compliance with carrier regulations and improve message deliverability, we’re updating our messaging policies with regard to Canadian 10-digit long code (10DLC) numbers. This requirement extends to both new and existing Canadian 10DLC numbers.

Enhanced Text Search Revolutionizes Audit Logs

With free text search now available, locating the information you need has never been easier. What’s New Free Text Search: Users can now utilize keywords to search for any header under the Name label.

Draft Document Creation Enhances Contract Management in Workflows

Streamline Your Contract Management with Draft Document Creation in Workflows Experience enhanced control over your contract management process with the new ability to create draft documents using workflows. This powerful feature ensures that contracts are reviewed and finalized by the appropriate person, minimizing errors and accidental sends.

Enhance Your Appointment Management with the New Side Drawer Feature

Appointment Modal Now Opens in a Side Drawer The appointment modal will no longer disrupt your workflow with a pop-up. Instead, it now opens as a right-hand side drawer, providing a more streamlined and uninterrupted user experience.

Introducing the Billing Address Feature for Enhanced Ecommerce Checkout

Introducing the New Billing Address Feature for Ecommerce Store Checkout Enhancing your Ecommerce store experience is now easier than ever with our new Billing Address feature. Key Features of the Billing Address Update Enable/Disable Billing Address: Store owners have the option to toggle “Enable Billing Address” within the checkout settings.

Enhanced Text2Pay: Now Features Taxes Discounts and Due Date Modifications

Enhancements to Text2Pay: Taxes & Discounts We’re excited to introduce some valuable updates to our Text2Pay feature, designed to make payment collection more efficient and customizable for you. Taxes and Discounts: You can now add taxes and discounts directly in the Text2Pay modal.

Pin Your Favorite Groups for Streamlined Access

Enhance Your Group Navigation with the “Pin Your Favorite Groups” Feature As part of our continuous efforts to improve the user interface and overall experience, we’re excited to introduce a convenient feature that allows you to pin your favorite groups for quick and easy access. Whether you’re managing your team or interacting in communities, this new addition will streamline your workflow by …

Unlock Deeper Insights with Enhanced Execution Logs and Enrollment History

Users can now easily troubleshoot workflow issues, gaining deeper insights through these enhanced features. Improved Navigation Navigating between Execution Logs, Enrollment History, and the Builder is now more straightforward.

Introducing the New Estimates Feature in the Client Portal

Discover the New Estimates Feature for Client Portal We’re excited to present a new enhancement to our client portal: the Estimates feature. This update enables users to view and manage their estimates conveniently in one place.

Introducing Shareable Certificates and Optimized Downloads

Shareable Certificates and Optimized Downloads We’re excited to introduce two new features designed to enhance your user experience: Shareable Certificates and Optimized Download Flow. Shareable Certificates You can now share your earned certificates with ease.

Sub Account Affiliate Manager Bank Payouts Now Available

Sub Account Affiliate Manager: Bank Payouts for Affiliates We’re excited to introduce a new feature that enhances flexibility and convenience for both businesses and affiliates. New Bank Payout Method: Affiliates can now choose to receive payments via bank transfers, adding another layer of flexibility.

Square Integration Now in Public Beta for POS and Mobile Payments

Square Integration for POS and Mobile Payments Now in Public Beta We are excited to introduce support for Square as a payment provider for both Point of Sale (POS) and mobile payments. This feature is currently part of the public beta program, with a full public launch scheduled for next week.

NMI and Authorize.net Support Enhanced for Mobile App POS Payments

This update allows users to leverage the Point of Sale (POS) features to accept in-person payments using both new and saved cards directly through our mobile app. This feature is currently available in the public beta program, with a full launch scheduled for next week.

WhatsApp UI Validation Streamlines 24-Hour Messaging Limits

This feature automatically checks the number of recipients for bulk messages against your account’s tier-based messaging limits, helping to prevent overstepping Meta’s guidelines. Key Features and Benefits Automatic Message Limit Checker: The new UI validation examines the number of selected contacts when scheduling bulk messages.

Centralized Domain Management System Launched

Centralized Domain Management is Now LIVE 🚀 What’s New. For purchased domains, see status, expiry/renewal dates, and auto-renew settings.

Launch of the New Theme Customizer for Personalized Learning Platforms

Introducing the New Theme Customizer for a Tailored Learning Experience We’re thrilled to announce the launch of our powerful and user-friendly Theme Customizer. This new feature empowers you to take full control of your course site’s aesthetics without requiring any coding skills.

Efficient Payouts with Enhanced Affiliate Manager Features

The addition of bank payouts as a new method truly marks a step forward in streamlining how you manage your affiliates. New Payout Categories To help you manage affiliates better, we’ve organized them into three distinct tabs: PayPal: View affiliates who prefer PayPal for payments.

Introducing Group Chat on Mobile for Seamless Collaboration

Elevate Your Communication with Group Chat on Mobile Discover the exciting new Group Chat feature on our mobile app, designed to revolutionize how you collaborate and engage with clients and team members. Until now, mobile communications were limited to one-on-one conversations, but with Group Chat, users can seamlessly connect with multiple contacts in a single thread.

Add Media Through Links for an Enhanced Course Creation Experience

Add Media via Links in Courses Our latest update introduces an exciting new feature that enhances the way you create courses by allowing the easy addition of media via links. This means you can now quickly embed audio or video content into your lessons using downloadable URLs, enhancing the learning experience for your students.

Enhance Affiliate Management with Configurable Payout Methods

Enhance Affiliate Management with Configurable Payout Methods A notable update is now available for our Affiliate Manager—introducing customizable payout methods that allow you to have complete control over payment options for your affiliates. 🚀 Features at a Glance New Affiliate Portal Settings Page: Access the new “Affiliate Portal Settings” within the Affiliate Manager settings.

Enhanced Admin Controls for Streamlined Events and Membership Management

Enhanced Admin Controls for Events and Membership We’re excited to share our latest features designed to empower community admins and owners with increased visibility and control over events and membership processes. New Features Event Attendee List Complete View: Admins can access a comprehensive list of event attendees, enhancing organization and planning.

Seamless CSV Import for Efficient Invoice Management

Introducing Seamless Invoice Importation Using CSV We’re excited to bring you a new, streamlined way to manage your historical invoices with our latest feature: importing invoices using a CSV file. This update allows you to effortlessly bring your external invoice data into our platform, ensuring a smooth transition and comprehensive billing management.

Streamlined First-Time Experience in Calendars Update

Enhancing the First-Time Experience in Calendars We are thrilled to announce a series of updates aimed at making our Calendars module more intuitive and user-friendly, especially for those new to the platform. Now, post-group creation, users are immediately guided to add calendars to that group with bulk selection options, saving time, and removing complexity.

Sub Account Affiliate Manager Simplifies Workflow with Quick Campaign Actions

Add Affiliates to Campaigns You can now quickly assign affiliates to a campaign from the list page without unnecessary navigation.

April 2025

Expanded Ad Manager Statistics Now Include Sales and Engagement Data

Engagement and Sales Campaign Statistics: Now Available. With this enhancement, SMBcrm users can now access performance data for Sales and Engagement campaigns—previously only available for Leads and Traffic objectives.

Unlock New Marketing Potential with Countdown Timer Integration

Introducing the Marketing Countdown Timer Integration We’re thrilled to introduce a new feature that will enhance your marketing efforts—Marketing Countdown Timer integration for funnels and websites. Key Timer Types This integration supports three versatile timer types to fit different marketing scenarios: Fixed Timer: Set a universal end time for all your visitors, creating a unified message …

Enhanced Call Transcription Now Includes IVR Calls

Transcription for IVR Calls and More Enhanced Call Transcription: Now Available for IVR Calls We’re excited to announce that our transcription feature has been expanded to include IVR calls. Previously, transcriptions were only available for regular calls, but with this update, IVR and workflow calls are now covered as well.

Thumbnails Now Available for Quizzes and Assignments

Elevate Your Courses with Thumbnails for Assessments We’re excited to announce a fantastic new feature that will enhance the visual appeal and organization of your courses. Thumbnail Support for Quizzes & Assignments Thumbnails, previously available only for lessons, can now be added to quizzes and assignments.

Introducing Auto-Save and Version History for Your Funnels and Websites

Enhance Your Editing Experience with Auto-Save and Version History for Funnels & Websites We’re thrilled to introduce a new addition to your editing arsenal: Auto-Save for Funnels & Websites. This feature ensures a smoother and more reliable editing experience, allowing you to focus on creativity without the worry of losing your hard work.

Seamlessly Integrate Voice AI Data into Your Workflows

Here’s everything you need to know to get started with these new capabilities. What’s New with Voice AI Integration Incorporating Voice AI data into your workflows enables a more dynamic and insightful approach to handling customer interactions.

Email System Enhancements for Improved Gmail Threading and User Control

Our latest fix introduces advanced logic to address this issue, allowing for more accurate email grouping and seamless reply chains. Domain Configuration for Payment and Invoices In line with our continued focus on enhancing user experience, we’ve added a new section under “Payment and Invoices” settings.

Disable Call Recording Message for Incoming Calls Now Available

Disable Call Recording Message for Enhanced Call Experience We are excited to announce a new feature that brings more flexibility to your call recording experience. You now have the option to disable the call recording message that is played during incoming calls.

Streamline WhatsApp Templates with AI-Powered Rewriter

This AI-driven feature optimizes message delivery, reduces costs, and ensures alignment with Meta’s latest policies. Preserve Template Integrity Converted templates automatically have “_utility” added to their name, simplifying organization.

Instagram Collaborator Posts Now Supported by Social Planner We are excited to announce a new feature that allows users to create Collaborator Posts on Instagram directly through our Social Planner. Enhance Your Brand with Instagram Collaborator Posts With this new inclusion, you can create a single post that will appear simultaneously on two different accounts’ Feeds or Reels, maximizing visib…

Introducing New Text Field Operators for Enhanced If/Else Flexibility

Improved Flexibility with New Text Field Operators in If/Else Actions We’re excited to announce an enhancement to the If/Else action within our platform, designed to simplify your workflow and increase flexibility. With the introduction of new operators for text fields, we’ve made it easier to handle multiple input values.

Marketing Audit Reports Unlocked for All Accounts

Marketing Audit Reports Now Available for Accounts. Why This Matters We are thrilled to announce the availability of the Marketing Audit Report for all accounts, previously exclusive to Prospect records, now at no additional cost.

Introducing Layout Visibility Controls in Email Builder

Visibility Section for Layouts in Email Builder Enhance Your Email Marketing with New Visibility Options Email marketing can be a powerful tool, but optimizing your emails for different devices can be a daunting task. Streamlined Adjustment Process To address this, we have introduced a new visibility setting for entire layouts within our Email Builder.

View Form Submissions in Appointment Modal We’re excited to introduce an enhancement designed to streamline your booking process—Form Submissions can now be viewed directly within the Appointment Modal. This feature reduces the need to toggle between modules and provides easier access to essential booking information.

Introducing In-App WhatsApp Subscription Cancellation

New Feature Alert: In-App WhatsApp Subscription Cancellation We are thrilled to announce a feature our users have been eagerly awaiting—in-app cancellation for WhatsApp subscriptions. What’s New in WhatsApp Subscription Management.

Introducing the Enhanced Blog RSS Management Interface for Seamless Configuration

Enhanced Blog RSS Management with Updated UI We’re pleased to share an exciting update in blog management that addresses a common question: “Does adding a new RSS feed deactivate the old one?” With the newly revamped Blog RSS interface, you’ll now enjoy seamless configuration of new blog RSS feeds while retaining the ability to edit existing ones. Benefits of the Enhanced RSS UI Our updated Blo…

Unlock New Blog Post Style Customizations Today

Enhance Your Blog Experience with New Post Style Customizations We’re thrilled to announce a suite of new Blog Post Style Customizations that empower you to personalize your blog’s look and feel. Tailoring how your audience perceives your content is now easier and more flexible than ever.

Enhance Productivity with Our New Workflow Draft Estimates Feature

With our latest enhancement, you can now create draft estimates using the Send Estimates Action in workflows. New Send Estimates Feature Our new workflow feature for estimates offers increased flexibility for managing your business documents.

Enhance Bookkeeping Accuracy with New Backdated Transaction Feature

Enhance Your Bookkeeping with Backdated Transactions for Invoices We’re excited to announce a new feature that aims to improve the accuracy and organization of your bookkeeping efforts: the ability to record backdated transactions for invoices. This enhancement allows users to add specific dates while recording manual payments, streamlining financial tracking and ensuring precise bookkeeping.

Introducing Identity Verification to Elevate A2P Security

A2P Registration: Introducing Identity Verification for Enhanced Security In our continuous effort to enhance security within the messaging ecosystem, we are introducing a new identity verification step during the A2P (Application-to-Person) registration process. What’s New Our latest integration includes real-time user verification to confirm user identities, which aligns with evolving carrier…

Action and Trigger Name Limit Expanded to 100 Characters

This constraint has now been expanded, and you can utilize up to 100 characters. Benefits to Users Improved Clarity: By using more characters, you can include detailed descriptions, making workflows easier to understand at a glance.

Enhanced Customer Management for Affiliates Now Available

New Feature Release: Enhanced Customer Management for Affiliates We’re excited to introduce a highly requested feature that enhances the flexibility of managing customers within your affiliate campaigns. You can now effortlessly move customers from one affiliate to another within the same campaign.

New Feature: Link Shortener in Social Planner We’re excited to introduce the Link Shortener feature in our Social Planner tool.

Enhance Your Ecommerce Strategy with Abandoned Cart Reminders Updates

Abandoned Cart Reminders: Enhanced Delivery Control & Template Customization Elevate your ecommerce strategy with our enhanced Abandoned Cart Reminders feature, designed to boost your ability to re-engage shoppers who leave items in their cart. New Feature Enhancements Enable/Disable Toggle Easily manage your abandoned cart emails with a new toggle switch.

Customizable Email Templates for Enhanced Ecommerce Notifications

Customizable Email Templates for Ecommerce Store Notifications Exciting news for ecommerce store owners. You now have the ability to fully customize your email notifications, providing an opportunity to better align communications with your brand’s unique voice and aesthetic.

Enhancements to Streamline Your Affiliate Management System

Explore New Capabilities with Our Sub Account Affiliate Manager We’re thrilled to introduce a series of enhancements that promise to enhance your Affiliate Portal settings. What’s New in Affiliate Management.

Enhanced Control with Updated Dedicated Domain Default Header Fallback

Updated Behavior for Dedicated Domain Default Header Fallback Our latest update brings important changes to how the Dedicated Header operates when sending emails through a dedicated domain. Key Updates Introduced Fallback Header Activation Only on DMARC Failure The Dedicated Header, which includes the “From Name” and “From Email”, will now be applied only when DMARC alignment fails.

Enhanced Listing Transparency and Self-Resolution Tools Unveiled

Clickable Status Insights Users can now click on a listing’s status to uncover the specific reasons why it might be unavailable. This level of transparency lets you move beyond generic “Unavailable” status labels to understand the exact challenges preventing your listing from appearing correctly.

Introducing the Suggestions Feature for Efficient Online Listings Management

Announcing the New Suggestions Functionality: Enhance Your Online Listings Management We’re excited to introduce the Suggestions feature within our Listings Reselling Product—an innovative tool that empowers businesses to efficiently manage updates submitted by publishers. What’s New Streamlined Suggestion Review: Manage updates from a centralized interface, allowing you to review, accept, or r…

Closed Captions and Subtitle Support for Enhanced Course Accessibility

Enhance Video Course Accessibility with Closed Captions & Subtitle Support We’re thrilled to announce a significant enhancement for your video courses with our latest feature: Closed Captions & Subtitle Support. 🌍🎥 New Feature Highlights Multi-Language Subtitle Uploads: Now you can upload subtitles in multiple languages to cater to diverse, global audiences.

Enhance Team Collaboration with New Internal Chat Feature

Boost Team Collaboration with Our New Internal Chat Feature We are thrilled to unveil the new Internal Chat feature, designed to streamline private team discussions within the Conversations module. This innovative feature empowers you to communicate seamlessly with your team members, keeping all internal dialogues secure and separate from customer interactions.

New Features for Managing Subscription Payment Failures

Subscription Payment Failures’ Invoice Management Update Great news for businesses managing subscriptions. With our latest update, account owners now have more control over how they handle payment failures in their accounts.

Customize Your Manual Certificate Emails with Flexible Templates

New Feature: Customize Your Manual Certificate Emails We’re excited to introduce a new enhancement to the way you send certificates manually. Now, you can choose a custom email template when distributing these certificates, offering greater control over the look and feel of your communication.

Introducing Reviews AI Agents for Seamless Review Responses

New Feature: Introducing Reviews AI Agents We are thrilled to announce the release of our latest feature—Reviews AI Agents. [caption id=“attachment_34969” align=“alignnone” width=“768”] AI Agents Interface[/caption] Smart Assignment Logic Leverage smart assignment features to match AI Agents to the sentiment of the reviews, whether positive, neutral, or negative.

Enhance Google Ads Tracking with New Currency and Conversion Value Features

Currency and Conversion Value in Google Ads Conversion Action We’re excited to share a new enhancement that allows users to better track and analyze conversions in Google Ads through our platform. By introducing two new input fields in the conversion action – Currency and Conversion Value – users have greater flexibility and precision in measuring their advertising impact.

Upgrade Your Media Workflow with New Image Orientation and Dimension Features

Enhance Your Image Management with New Media Storage Features We’re pleased to announce significant upgrades to our Media Storage capabilities, designed to streamline your workflow and simplify the process of managing your media files. These enhancements make it easier than ever to browse and select images with two new features aimed at improving orientation and dimensions support.

Elevate Your Security with Masked Secret Keys in Custom Webhook Action

What’s New Masked Secret Keys It’s now safer than ever to manage sensitive credentials. Our new interface is designed to prevent accidental exposure by never displaying raw credentials.

Build Recipient Segments Directly in Email Campaigns

Introducing Build Recipient Segments in Email Campaigns Simplify Your Campaign Efforts with Direct Segment Building We are thrilled to introduce a new method for building your email campaign recipient list directly within the campaign interface. How to Use the New Build Segments Feature: Access Your Campaign: Open any campaign in new or edit mode.

Enhanced Autosave Feature in Our Builder Released with Performance Boosts

Discover the Enhanced Autosave Feature in Our Builder We are thrilled to introduce a series of improvements and bug fixes to the Autosave feature in our Builder. Efficient API Calls: Parallel execution of API calls now reduces wait times, enhancing overall responsiveness within the Builder.

Effortlessly Import Transactions and Orders with CSV Files

Import Transactions & Orders with Ease Using CSV Files We are excited to announce a new feature designed to simplify the process of migrating to our platform by enabling users to import past transactions and orders seamlessly. This update allows businesses to bring over historical data and leverage it for insightful reporting.

Introducing Brand Voice in Brand Boards

Announcing Brand Voice in Brand Boards New Feature Overview We are excited to introduce a significant update to our Brand Boards feature. Alongside your existing Design Kit, Brand Boards now support a Brand Voice section.

Enhanced Campaign Statistics for Better Insights

What’s New in Campaign Reporting Introducing the Overall Summary Section Gain quick insights into your campaign performance with the new Overall Summary section. This addition allows you to have a snapshot of how your campaigns are performing over a customizable 90-day period.

Enhance Your Calendaring with Multiple Locations and Custom Forms

Now, our calendar system supports Multiple Meeting Locations with the added advantage of Custom Forms. Flexible Meeting Location Options The new Multiple Meeting Location feature empowers you to provide bookers with versatile choices, including: Custom Location: Enter the actual meeting address along with a display label (e.g., “New York Office”) for ease of identification on the booking widget…

Embed Funnels Directly in WordPress with Native HTML Integration

Embed Funnels Seamlessly into WordPress with Native HTML We are thrilled to announce the latest capability that allows you to embed funnels directly as Native HTML into WordPress using the LeadConnector Plugin. This new feature removes the limitations of iFrames, unlocking improved functionality and SEO benefits for your online presence.

Enhanced Checkbox Stability for Seamless Document Experience

Improved Checkbox Functionality for Documents and Contracts We’re thrilled to announce a significant update to our Documents and Contracts feature that will enhance your workflow efficiency and document integrity. Stable Checkbox Placement: Checkboxes are now anchored relative to their parent block element.

Gain Enhanced Control with Our New Affiliate Suspension Feature

Increase Control Over Your Affiliate Program with New Suspension Feature We’re excited to announce a new feature that enhances your ability to manage your affiliate program efficiently. You now have the flexibility to suspend affiliates from specific campaigns, giving you greater control to ensure quality and performance.

Control Document Workflow with New Expiry Features

Add Expiry to Documents & Contracts: Enhance Your Document Management Enhance Document Control with Expiry Features Managing documents and contracts just got easier and more efficient with our new Document Expiry feature. This new capability allows you to add an expiry date to documents, after which recipients will no longer be able to sign them.

Introducing Intuitive Quantity Selector and Efficient Cart Drawer Updates for Your Ecommerce Store

Enhance Your Ecommerce Store with New Quantity Selector & Cart Drawer Updates We’re excited to share the latest updates designed to elevate the shopping experience for your customers. Our improvements to the Quantity Selector on the Product Details Page and the new delete item option within the Cart Drawer are live.

Exciting Update: Customer Login Feature for Ecommerce Stores We’re thrilled to unveil the new Customer Login feature for Ecommerce Stores. This enhancement allows store owners to integrate a Customer Login Portal directly into their store pages.

Enhanced Calendar Integrations Connect Multiple Accounts per Type

With this new capability, users now have the ability to: Multiple Calendar Accounts per Integration Type Now, you can connect multiple accounts of the same type (i.e., Outlook, iCloud) within an account. Cross-Account Support Take advantage of the new feature that allows the same calendar account to be connected across different accounts you’re part of, similar to the flexibility offered by Goo…

Empower Your Reputation Management with New Effective Tools

Our latest updates are packed with features designed to save you time and provide you with more control over your reputation management. Receive real-time notifications whenever new reviews pop up from your connected review platforms.

Key Enhancements Import Options: Now, you can import using both CSV and XLXS files for added convenience. Date Format Flexibility: Multiple date formats are supported, including: YYYY-MM-DD HH:mm YYYY-MM-DD HH:mm:ss YYYY/MM/DD HH:mm:ss YYYY/MM/DD HH:mm M/D/YYYY H:mm:ss M/D/YYYY H:mm You can also utilize the 24-hour format for added precision.

These features are designed to save you time, reduce effort, and ensure your branding stays consistent across all platforms. Watermarking: Consistency at Your Fingertips With the new Watermarking feature available on mobile, you can seamlessly apply your pre-configured watermark to every image in your social post.

Introducing the New List View for Calendar Module

Discover the New List View for Calendar: A Streamlined, Scrollable Agenda We are excited to introduce a new List View in our Calendar module, designed to enhance your scheduling experience. Benefits of the List View Feature Faster At-a-Glance Planning: Quickly review your schedule in a linear format, eliminating the need to interpret a traditional calendar grid.

Conversation AI on Mobile Transforming Chat Management

With this feature, you can seamlessly manage smarter and more efficient customer interactions on the go, covering platforms such as WhatsApp, Facebook, and Instagram DMs. Key Features Now Available on Mobile 🤖 Two Smart Modes for Dynamic Conversations Autopilot Mode: AI automatically responds after a preset delay.

Optimize Your Schedule with New Calendar Features

Explore the new features including Microsoft Teams integration, multi-location defaults, and shareable personal booking links. Your calendar is now more powerful, connected, and customizable than ever.

Faster PDF Downloads for Invoices and Receipts Now Available

With the latest update, you can now download PDFs of invoices and receipts much faster.

Mobile Access to Detailed Descriptions in Estimates and Invoices

Mobile-Friendly Descriptions for Estimates & Invoices Improving the Mobile Experience We’re excited to announce that users can now view detailed product descriptions in the mobile view of Estimates & Invoices. How to Utilize the New Feature Add a Product Description: When you add a product to an estimate or invoice, include a comprehensive description to convey the necessary details.

Introducing Invoice Prefix Customization for Tailored Business Invoicing

Invoice Prefix Modification for Enhanced Customization In an ongoing commitment to provide enhanced customization and flexibility, we are excited to introduce the Invoice Prefix Modification feature. This update allows users to tailor their invoices to better align with their business practices.

Stay Connected with New Disconnection Alert Feature

New Notification Feature for Calendar Integration Disconnection Stay ahead with our latest feature—disconnection alerts for your important calendar and video conferencing integrations.

Experience a Sleek and Intuitive Editing with the Revamped Right Sidebar in Page Builder Introducing the New Right Sidebar Features We’re excited to share that the Funnel and Website Builder has received a significant upgrade with a completely revamped right sidebar. Here’s what’s improved: New Tab Structure: The right sidebar now features a uniform tab structure with sections labeled as “Gener…

Introducing Dynamic Pricing Support on Orders API

This new capability empowers businesses to customize product pricing by increasing or decreasing the original amount during checkout. Benefits of Dynamic Pricing Customizable Pricing: Businesses can now adjust a product’s price at checkout, similar to the flexibility offered with invoices.

Introducing SmartLists Empowering Custom Object Management

Introducing SmartLists for Custom Objects We’re excited to unveil SmartLists for Custom Objects, a feature designed to enhance your team’s collaboration by offering personalized, shareable views for managing Custom Objects. What’s New with SmartLists.

Streamline Reputation Management with the New Review Setup Wizard

Streamline Your Reputation Management with the New Review Setup Wizard Getting started with Reputation Management just became a breeze. We are excited to introduce our brand-new Review Setup Wizard, designed to guide users through every essential step needed to launch their review strategy in just minutes.

Introducing Opportunity Notes for Enhanced CRM Organization

Enhance Your CRM Experience with Opportunity Notes We are thrilled to introduce Opportunity Notes, a robust new tool designed to bring more structure and clarity to how you manage notes within your accounts. This feature allows you to independently link notes to both Opportunities and Contacts, providing a clearer and more organized system for your information.

Effortless Community Migration with the New Skool Importer

Effortless Community Migration with the New Skool Importer We are excited to announce the launch of our new Skool Importer feature.

Enhance Your Google Ads With New Configuration and Targeting Options

Elevate Your Google Ads Campaigns with New Enhancements We’re thrilled to unveil significant upgrades to our Google Ads campaign builder, providing you with enhanced configuration options for more flexibility, control, and targeting capabilities. This feature allows you to convey a more comprehensive message to your audience.

Introducing the Template Library for Streamlined Blogging

Discover the New Template Library in Our Blog Section Enhance your blogging experience with the latest addition to our platform: the Template Library in the Blog section. This exciting feature empowers you to create blogs more efficiently with pre-built structures tailored to various types of blog posts.

Effortless SEO Indexing Control for WordPress from Your Dashboard

Control SEO Indexing Directly from Your Dashboard We’re excited to announce a new feature tailored just for you—SEO Indexing Control for WordPress. Now, you can effortlessly manage the SEO visibility of your WordPress sites directly from your dashboard, with no need for plugins or logging into WordPress.

Effortless Integration Reconnect with Enhanced Security and Settings Preservation

Introducing our new Reconnect button. Now, if a connection is broken, you can quickly restore it by initiating the OAuth flow again.

Improve Call Completion Rates with A2P Registration

Enhance Your Call Answer Rates with A2P Registration We are excited to announce a new feature that will help improve your call completion and answer rates. Display Your Business Name with CNAM In addition to call verification, CNAM (Caller Name) registration allows you to display your business name on your contacts’ phones, where supported, thus positively affecting call metrics.

Streamline Email Design with New Arrow Controls for Element Rearrangement

Enhance Your Email Design with New Arrow Controls for Element Rearrangement Navigating through the design and editing process for your emails just got a whole lot easier. Here’s what you need to know about this latest update: The Challenge In the past, rearranging elements and layouts in your email marketing templates or campaigns was often tedious and time-consuming.

SSH Access and Key Management Now Available for WordPress Hosting

This feature grants developers and power users secure server access with public key authentication, bolstering efficiency and customization for your WordPress environment.

Enhanced Appointment Tracking with New Reschedule Filter

Explore Enhanced Tracking with the New Reschedule Filter for Appointments With our latest update, tracking rescheduled appointments just got easier and more insightful. Whether you’re a business owner aiming to optimize scheduling or a manager looking to improve customer experience, this feature is designed to offer valuable insights into appointment trends.

Streamlined Affiliate Profile Editing Enhances Management Experience

Streamlined Affiliate Profile Editing: Enhancing Your Affiliate Management Experience Efficient affiliate management just got an upgrade.

Bulk Action Campaigns Now Integrated Into Email Marketing

Bulk Action Campaigns Now Visible in Email Marketing 🚀 We are excited to announce an enhancement to our platform that brings greater visibility and consistency to your email marketing efforts. As part of our All in One initiative, campaigns created via Bulk Actions are now seamlessly integrated into the Email Marketing section.

Introducing the Multiple Knowledge Base Feature for Conversation AI

What’s New with Multiple Knowledge Bases in Conversation AI We’re excited to introduce the Multiple Knowledge Base feature, giving you the flexibility to create and manage separate knowledge bases for each of your Conversation AI bots. Previously, all bots shared a single knowledge base, but now, you can tailor the knowledge sources for each bot, enhancing their ability to serve different use c…

May 2025

Document Cloning Simplifies Duplication Process in One Click

Introducing Document Cloning for Easy Duplication The new feature in our document management system simplifies the process of creating duplicate documents. Until now, our users faced hurdles when trying to make copies of existing documents.

Streamline Your WordPress Setup with Curated Plugin Selection

Add Popular Plugins on WordPress Site Setup Elevate your WordPress setup experience with our new feature, enabling you to select from a curated list of popular plugins right during the site creation process. What’s New Curated Plugin Selection: Easily choose from widely used and recommended plugins during your site setup.

Activity Section Upgrade Enhances Contact Management

What’s New in Your Activity Section. New Event Icons: Quickly identify activity types such as calls, emails, and notes with distinct icons, simplifying your scan of the page.

Manual Expiry Date Selection for Enhanced Template Management

Manual Expiry Date Selection for Templates Our latest update brings a valuable feature to template management — Manual Expiry Date Selection. Discover Flexible Expiry Management Options Manual Template Expiry Dates: You now have the option to set a specific expiry date for your templates or choose to keep them active indefinitely with the Never Expire option.

Enhance Your Funnel with the New Chat Widget Loading Feature The Chat Widget embedded in your Funnel websites now comes with an important update, ensuring that it loads only after users have given their cookie consent. Key Features of the Update Cookie Consent Check: The Chat Widget will now verify if cookie consent has been provided before it renders on your Funnel websites.

Explore the Latest Enhancements in Your Email Statistics Dashboard

These enhancements are designed to provide a seamless experience for both new and existing users. New Features Statistics as the Default Landing Page When you access Email Marketing, the Statistics page will now be the default landing spot.

This change allows you to view all options at once, providing a more comprehensive overview from the get-go. Automatic Switch to General Settings As you drag and drop new sections and elements into the builder, the General settings tab will automatically open.

Streamline Contact Management with the New Community Groups Filter in Smart Lists

Introducing the Community Groups Filter in Smart Lists Great news for all users looking to enhance their contact management efficacy. We’ve rolled out a new Community Groups filter in the CRM’s Smart Lists, designed to give you more control and precision when dealing with your contacts.

Enhance WhatsApp With Location Rendering and Inbound Contact Features

Location Rendering in Conversations When a customer sends their location via WhatsApp, it now visually renders as a map preview right inside the Conversations page. Bonus: The shared location is clickable and opens in Google Maps in a new browser tab, allowing your team to quickly view, navigate, or share directions externally.

Boost Your WhatsApp Business Engagement with Enhanced Messaging Features

Enhance Your WhatsApp Engagement with New Features We are thrilled to announce an update that significantly enhances the capabilities of your WhatsApp Business Accounts. From gaining better transparency on messaging limits to creating intuitive message links, this new rollout is all about enhancing your customer engagement strategies.

Discover how this feature empowers CRM users by facilitating direct file sharing with contacts and offering an efficient way to receive uploads. Improved Collaboration: Now, businesses and their clients can exchange files efficiently, eliminating the need for email interactions or third-party storage solutions.

Enhance Community Engagement with Customizable Profile Slugs and Improved Import Features

Enhance Your Community Experience with New Profile and Import Features Editable Profile Slug for Communities We’re excited to announce a community profile upgrade that allows for personalized URL slugs. Smarter Skool Importer Our Skool Importer feature now ensures a smoother migration process by including complete conversation threads with all comment histories.

Test Call Logs Now Available in Voice AI Dashboard

Test Call Logs in Voice AI Dashboard Overview We are excited to announce the latest enhancement to your Voice AI experience: Test calls are now displayed in the Voice AI dashboard logs. This feature allows you to filter and review test calls side by side with your live interactions, offering greater insight and efficient management of your communication strategies.

Twilio Phone Numbers Integrate Seamlessly with Voice AI Agents

Twilio Phone Numbers Now Supported with Voice AI Agents We are excited to announce the enhanced functionality for Voice AI Agents with Twilio phone number support. This addition allows for seamless call routing through your existing Twilio numbers, streamlining your communication process.

Enhance Customer Engagement with the New Idle Reminder Timer for Voice AI Agents

Enhance Your Conversations with the New Idle Reminder Timer for Voice AI Agents Our latest feature addition is designed to optimize your interactions with customers through Voice AI Agents. Introducing the Idle Reminder Timer, a configurable tool available within each agent’s Advanced Settings.

Audit Logs for Comprehensive Tracking of Digital Assets

This feature provides a comprehensive record of actions, giving you a transparent and traceable history of your digital assets’ evolution. Key Features of Audit Logs Available Platforms: Funnels Websites Webinars Stores (eCommerce) Each platform features independent filtering and navigation to help you quickly pinpoint relevant events.

Unveiling the Enhanced QR Code Builder with Dynamic Destination Support

Enhance Engagement with Our Updated QR Code Builder We’re thrilled to unveil the latest update to our QR Code Builder, offering you an enriched set of options for directing users to various destinations with just a quick scan. New Destinations for Dynamic QR Codes Now, you can create QR codes that redirect users to an expanded array of destinations, including: Payment Links WhatsApp Chats Funne…

Key Enhancements Support for Narrow Screens: The Chat Widget now accommodates devices with screen widths as narrow as 250px, ensuring accessibility even on the smallest screens. Dynamic Layout Adjustments: Both layout and input fields of the Chat Widget now adapt smoothly to fit compact screen sizes, maintaining usability without compromising design or functionality.

Expanded Post-Call Email Notification Options for Voice AI Agents

Updated Post-Call Email Notification Options for Improved Communication We’re excited to share enhancements that bring more flexibility to post-call email notifications for Voice AI Agents. Previously limited to only admins and a single extra recipient, you now have the freedom to customize who receives these notifications, tailoring communication according to your individual needs.

Simplify Catalog Management with Duplicate Products Feature

Simplify Your Catalog Management with the New Duplicate Products Feature We’re delighted to introduce the Duplicate Products functionality on the product page, designed to assist merchants in managing their catalogs with ease. This update allows you to create copies of existing products effortlessly, significantly reducing the time and hassle associated with managing similar or repetitive items.

Introducing the New Template Library for Streamlined Quiz Creation

Enhance Your Quiz Creation with the New Template Library Creating engaging quizzes has never been easier with our recently introduced Template Library. This new feature streamlines the quiz building process, providing a suite of pre-built formats to accelerate content creation and enhance user experience.

Custom Actions Revolutionize Voice AI with Real-Time Webhook Integrations

Introducing Custom Actions for Voice AI We are thrilled to introduce a robust new capability to our Voice AI Agents—Custom Actions. This new feature empowers your AI agents to interact with external systems during ongoing conversations through Webhook integrations, enhancing the versatility and functionality of your customer interfacing processes.

Consistent and Reliable Thumbnail Generation for Webinars and Stores

This enhancement ensures that thumbnails are now generated consistently and reliably, benefiting both workflows. When new webinars were created.

Efficient Performance Upgrades for Websites Ecomm and Webinar Pages

Optimized Thumbnail Loading Thumbnails are now more efficient, thanks to lazy loading, optimization, and caching. Now, information is fetched only when its relevant card is visible on your screen.

AI Domains Now Available for Purchase

AI Domains (.ai) Now Supported for Purchase We’re excited to announce the availability of .ai domains for purchase right within your domain management account. If the domain is available, click the “Buy” button.

Multi-Year Domain Registration Simplified at Checkout

We are pleased to announce the new feature that allows you to select multi-year registration periods directly at checkout. This beneficial enhancement streamlines domain management by reducing the need for frequent renewals and offers greater flexibility right at the point of purchase.

Sole Proprietor A2P Registration Returns with Enhanced Identity Verification

Sole Proprietor A2P Registration Reinstated with Enhanced Identity Verification Enhanced Compliance for Sole Proprietor A2P Registration We are excited to announce the reinstatement of Sole Proprietor A2P registration, which now features an important identity verification requirement to enhance compliance. While the overall registration flow remains familiar and unchanged, identity verification…

Payment Schedules Now Available for Estimates

Introducing Payment Schedules for Estimates We’re excited to announce a new feature that brings flexibility and ease to your payment processes. You can now create installment plans on your Estimates, allowing you to collect deposits and manage payments more efficiently.

Instant Voice AI Agent Testing During Setup

This new feature allows you to experience your AI Agent’s capabilities instantaneously without any added steps, ensuring that everything is functioning seamlessly before going live. New Features Seamless Testing: Complete your AI Agent creation and immediately test it without leaving the setup flow.

Enhance Productivity with Complete Calendly Event Importer

Enhance Your Productivity with the Calendly Event Importer – Sync Past Events We are thrilled to announce a significant enhancement to the Calendly Event Importer feature on our platform. Previously, our integration imported only new events created after you connected your Calendly account.

Introducing Number Pool Support for Voice AI Agents

This new feature promises to streamline call management and improve efficiency by allowing a single agent to handle calls from multiple phone numbers. Streamlined Workflow This feature centralizes call routing and simplifies operations, reducing redundancy and making your workflow smoother and more efficient.

Enhanced Checkout Experience with New Payment Method Management Features

Enhance Your Checkout Experience with Improved Payment Method Management We’ve made it easier for businesses to offer a smooth and efficient checkout experience with new features for managing custom payment providers. Add Cards for Custom Payment Providers You can now enable customers to securely save their card details or other payment method information with supported custom payment providers.

Enhanced Internationalization Support in SEO Module for Global Reach

With this release, all the missing language keys have been added across various SEO-related features. Integration of Missing Keys: All identified missing language keys have now been integrated, ensuring complete coverage.

Enhanced Accessibility Features Now Available on Domain Connect

Enhanced Accessibility with Domain Connect We are excited to share the latest update to our Domain Connect feature, aimed at improving accessibility for all users. What’s New Improved Accessibility: Our Domain Connect interface has been redesigned to meet current accessibility standards, providing a more intuitive navigation experience for users with disabilities.

Domain Selection Simplified for Funnels, Websites, Stores, Blogs, and Webinars

Domain Selection Logic Improvement for Funnels, Websites, Stores, Blogs, and Webinars We’re excited to announce an enhancement that simplifies the domain selection process across our Funnel, Website, Store, Blog, and Webinar features. Any domains or sub-domains configured to redirect all traffic to another domain using the ‘All’ redirect type will now be excluded from the list of available opti…

Enhanced URL Redirects Feature Now Accessibility Optimized

Enhanced Accessibility for URL Redirects We’re excited to share the latest update to our URL Redirects feature, designed to improve accessibility for all users, including those using assistive technologies. What’s New Improved Accessibility: Our URL Redirects interface has been upgraded to meet accessibility standards.

Enhance Client Interaction with New Email Notifications in Client Portal

Elevate Your Client Experience with New Email Notifications in the Client Portal We’re thrilled to unveil the latest enhancement to the Client Portal—email notifications for invoices, estimates, and contracts. This feature promises to streamline communication and improve document access through tailored email alerts and an organized interface.

Streamline Domain Setup with In-App Troubleshooting Links

This new feature introduces in-platform troubleshooting links specifically for domain setup errors. Contextual Troubleshooting Guidance When setting up domains manually, users will now encounter a “Troubleshoot This Issue” call-to-action whenever specific DNS errors are detected.

Enhanced Appointment Logic Streamlines Scheduling in Conversation AI

Streamline Your Scheduling with Enhanced Appointment Logic in Conversation AI We’re excited to announce a new update designed to improve your scheduling experience within Conversation AI. Introducing the Enhanced Appointment Booking Logic, which allows for seamless scheduling, rescheduling, and cancellation of appointments.

Streamlined Blog Post Creation Enhancements

Now, you can focus on composing your content first and finalize the SEO details at your convenience. Benefits of the Enhanced Blog Post Creation Flow This update allows you to capture your ideas and write more fluidly without interruptions.

Transform Your Campaigns with New WhatsApp Media Action

Enhance Your Campaigns with WhatsApp Media Feature We are thrilled to announce a transformative addition to your communication toolkit: the WhatsApp Media Action. This new workflow step allows you to automatically send rich media—including images, videos, documents, and audio—directly through WhatsApp, enhancing your campaigns and support interactions with engaging content and clearer context.

Introducing Enhanced Invoice Features with Custom Payment Providers

Unlock New Invoice Capabilities with Custom Payment Providers We’re excited to announce the addition of new functionalities for businesses using custom payment providers on our invoices platform. These features are designed to provide greater flexibility and control, ultimately enhancing your invoicing experience.

Voice AI Now Supports Seamless Appointment Booking

✨ Overview We’re excited to announce that appointment booking is now available in our Voice AI functionality. This new feature streamlines scheduling by allowing AI agents to automatically offer and confirm meeting slots based on predefined rules, eliminating the need for separate workflows or booking links.

Expanded Redirect CTA Now in All-in-One Chat

Extended Redirect CTA Feature in All-in-One Chat We are excited to announce a new enhancement to our All-in-One Chat functionality. The Redirect CTA feature, previously available in our Email/SMS and Live Chat widgets, is now a seamless part of the All-in-One Chat experience.

Introducing Thumbs Up Down Feedback for Content AI

Enhance Your Experience with Thumbs Up/Down Feedback for Content AI We’re excited to introduce a new structured feedback mechanism across all Content AI outputs, including text and image. This feature empowers you to provide valuable insights into what’s working and what can be improved, allowing us to enhance generation quality and fine-tune the AI to better match your expectations.

Enhance Your Content with Brand Voice Integration in Content AI

🚀 Elevate Your Content with the New Brand Voice Integration in Content AI Our latest enhancement to the Content AI platform is designed to bring your brand’s personality to life. By integrating Brand Voice settings, content creation is now more personalized than ever, ensuring your messaging aligns perfectly with your brand’s identity.

Enhance Your Voice AI with New Knowledge Base Integration

Enhance Your Voice AI Experience with Our New Knowledge Base Feature We’re excited to introduce a significant upgrade to our Voice AI capabilities: Knowledge Base Integration. This new feature is designed to enhance the intelligence and responsiveness of your Voice AI agents using dynamic query resolution and smart trigger prompts.

Resolve Invoice Confusion with Auto-Invoice Update

What’s Changed Invoice Frequency Alignment: Documents now accurately adhere to the product selection made by the recipient. How It Works To utilize this feature, follow these simple steps: Access: Go to Payments → Documents & Contracts.

Sub Affiliate Count Feature Enhances Affiliate Management

Users can now quickly view and access sub-affiliate details, enhancing efficacy and transparency without ever leaving the main affiliate list. Sub-Affiliate Count Column: Easily see the number of sub-affiliates linked to each affiliate in a new dedicated column.

Boost Your Email Success with Fixed-Stage Domain Warmup

Enhance Your Email Deliverability with Fixed-Stage Email Warmup We are thrilled to announce the release of our new Fixed-Stage Domain Warmup feature. This built-in system is designed to boost your email deliverability and protect your sender reputation, especially when working with new or untested domains.

Enhancements to Ecommerce and Funnel Features for Streamlined Management

Enhancements to Ecommerce and Funnel Features We’re excited to share the latest updates enhancing your ecommerce and funnel building experience. Now, all product information is consistently accessible, ensuring your potential customers have all the details they need to make informed purchasing decisions.

Protect Your Progress: New Warning Modal for Document Editor In an effort to enhance your document editing experience, we are excited to unveil a new feature designed to prevent accidental data loss. To address this, we have introduced a new warning modal to alert you before any unsaved changes are lost if you accidentally navigate away from the page.

Introducing Customizable Affiliate Payout Terms

Introducing New Payout Terms for Affiliate Management In our continued effort to provide greater control over your affiliate management processes, we are excited to announce the addition of customizable payout terms. This new feature empowers you to determine when affiliates are paid after a lead converts or a sale is made, allowing you to better manage potential refunds or chargebacks.

Enhanced Redirection Capabilities for Seamless Navigation We are excited to announce a new feature enhancement designed to improve user navigation: the “Go to Next Page” action for Button and Form elements in Funnel and Website Builder, including Webinars. This new feature streamlines more complex setups, such as webinar registrations, lead flows, or any step-based experiences, by removing the …

Enhance Documents with Seamless Product Image Integration

Enhance Your Documents with Product Images What’s New. This new feature aims to enhance the visual appeal of your documents and streamline product identification for clients.

Unveil Competitor Analysis for Strategic Review Benchmarking

This new feature provides the insights needed to gain a competitive edge and bolster your strategic planning with concrete information.

Sub-Account Dashboards and Reporting Enhancement

Sub-Account Dashboards & Reporting: Instant Dashboard Insights 👀 What’s New. You can now add relevant dashboard widgets directly from key pages such as Opportunities, Appointment Reports, and Call Reports without leaving the page.

Introducing Enhanced Voice AI with Separate Call Action Management

Experience a More Intuitive Voice AI with Separate During and Post Call Actions We’re excited to share the latest update to our Voice AI platform, bringing you an enhanced experience with the new separation of during and post call actions. What’s New in Voice AI.

Tag Contacts Directly From Campaign Statistics for Enhanced Segmentation

Now, with our latest feature, you can add and automate tags based on campaign interactions, enabling you to segment your contacts effortlessly and with precision. Our new feature addresses this challenge by allowing quick segmentation right from the statistics page.

Enhance Webinar Flows with New Seamless Page Redirection Feature

Enhance Your Webinar Experience with Seamless Page Redirection We are pleased to announce a significant enhancement in our Webinar Page Builder that allows for a smoother transition between pages in your webinar flows. Now, configuring Button and Form elements to navigate seamlessly across your multi-step webinar flow is easier than ever with the new “Go to Next Page” action.

Enhanced Billing Experience for LC-Phone Products with Centralized Processing

These are now integrated into our centralized billing service, creating a unified and consistent experience for our users. Key Changes in Billing Centralized Processing: All LC-Phone charges are now processed through a central billing system.

Streamline Email Marketing with Enhanced Campaign Management and Improved Audit Logs

Enhanced Campaign Management Tools: Pause, Edit, and Resume Campaigns Alongside Improved Audit Logs We are excited to introduce new features to streamline your email marketing efforts, giving you greater control and transparency over your campaigns. With the new ability to pause, edit, and resume any email campaign, including A/B tests, RSS, and Send Now options, you can now ensure that your co…

Announcing the All-New WhatsApp V2 for Enhanced Chatbot Interactions

Revamped WhatsApp Action: Elevate Your Conversational Workflows We’re excited to announce a significant update to our WhatsApp Action, now enhanced with cutting-edge features designed to streamline and enrich your chatbot interactions. The all-new WhatsApp V2 replaces the old step with a more intelligent engine, empowering you to swiftly create detailed, branch-aware chatbots without the need f…

User-Level Permissions Expanded to Include Forms, Surveys, Quizzes, and QR Codes

User-Level Permissions Now Include Forms, Surveys, Quizzes & QR Codes. You can now manage visibility and access to Forms, Surveys, Quizzes, and QR Codes based on user roles.

Toll-Free Number Verification Easier Now Without EIN

Easier Verification Process In our streamlined user interface, accessible under Account Settings > Phone Numbers > Manage Numbers, you will now notice a “Verification Required” icon. By selecting this, you enter the updated verification flow.

Google Ads Enhances Flexibility with Multiple Ad Groups and Ads

Google Ads Improvement: Introducing Multiple Ad Groups and Ads We’re excited to share a new enhancement that will revolutionize the way you structure and manage your Google Ads campaigns. You now have the flexibility to create Multiple Ad Groups in Google Ads campaigns, allowing up to 10 ad groups per campaign and up to 3 ads per ad group.

Introducing Transfer Bot Action to Streamline Your Workflow

Enhance Your Workflow with the New Transfer Bot Action We’re excited to announce the release of the Transfer Bot Action. This robust feature enables seamless conversation transfers between AI bots based on specific user intents or trigger conditions, significantly improving user experience and simplifying workflows for businesses offering multiple services.

Introducing the Lead Created Trigger for Enhanced Affiliate Communication

Enhance Your Affiliate Communications with the New “Lead Created” Trigger Streamline your affiliate communications with our latest feature, designed to keep affiliates informed and motivated as soon as they generate a new lead. The new “Lead Created” trigger within the Affiliate Manager allows automated workflows to be initiated whenever a lead is referred by an affiliate, ensuring timely and e…

Introducing the Proactive Usage Alert System for Premium Workflows

Discover the New Usage Alert System for Premium Workflow Actions Stay Ahead with Proactive Usage Alerts In our continuous effort to enhance user experience, we’re excited to introduce a new Usage-Based Email Notification System tailored for premium workflow actions. Why You Need This Update Historically, users have faced billing surprises due to exceeding their usual usage patterns unknowingly.

Streamline Lead Assignment with Our New Workflow Action

Streamline Lead Assignment with Our New Workflow Action We’re excited to introduce a new feature to enhance your affiliate management processes. The all-new ‘Add Leads Under an Affiliate’ workflow action empowers you to assign leads efficiently and automatically.

Introducing SMS AI for Effortless Messaging

Revolutionize Your Messaging with SMS AI Sending SMS via workflows just got smarter, faster, and easier—courtesy of our new innovation, SMS AI. Unveiling SMS AI: What’s New.

Streamline Your Workflow with Direct Domain Purchases

Purchase Domains Directly While Building Your Funnel, Website, Store, or Webinar New Feature Announcement We’re excited to roll out a convenient feature that allows you to purchase domains directly from your Funnel, Website, Store, or Webinar settings and builder. In Settings As you navigate through the settings section of your Funnel, Website, Store, or Webinar, you’ll now notice a new option:…

Universal Lazy Loading Now Live for Enhanced Image Performance

Lazy Load for All Image-Based Elements: Performance-Driven Enhancement Now Live We are excited to announce a new performance-focused update that enhances the loading of images across all our platforms. The lazy loading feature, once exclusive to optimized images, is now available for all image-based elements, bringing significant performance improvements to your digital assets.

Streamlined Domain Setup with Action Required Nudges

Enhanced Domain Setup Nudges We’re excited to introduce a new feature that streamlines the domain setup process for all users managing websites, funnels, stores, webinars, or blogs. Now, domains that are connected without a default page or a 404/error page will display an “Action Required” nudge, encouraging you to finalize the configuration with ease.

Export Affiliate Sales Data with Ease

Discover the New Feature: Export Affiliate Sales Data A valuable new feature is now available to enhance your affiliate management. This allows you to have an organized, exportable view of your affiliate activity and performance, all neatly compiled into a single file.

Introducing LC Migrator Effortless One-Click WordPress Site Migration

Key Features of LC Migrator One-Click Migration: Start your migration with a single click directly from the LeadConnector plugin. Real-Time Progress Tracking: Stay updated as you watch your migration progress step-by-step.

Enhance Your Ecommerce Store with the New Product Wishlisting Feature

Enhance Your Ecommerce Store with Product Wishlisting We are thrilled to introduce the all-new Product Wishlisting feature, now seamlessly integrated within the Customer Access Center. Key Capabilities Builder Functionality Wishlist Integration: Store owners can activate the Wishlist feature on the Product List Page, Product Details Page, or Featured Product Element.

Enhance Your Invoice Imports with Date-Range Support for QuickBooks

Enhance Your Invoice Imports with Date-Range Support for QuickBooks We’re excited to announce a new feature that will make managing your invoices even easier. You can now selectively import QuickBooks invoices by specifying a date range.

Introducing Autosave in Email Builder Beta

Autosave in Email Builder - Beta Release In response to user feedback, we are excited to introduce the new Autosave feature in our Email Builder. This feature is designed to streamline your email editing process and prevent loss of unsaved changes due to unexpected interruptions.

Unlock Content Precision with Private Channel-Based Course Access

Unlock Content Precision with Private Channel-Based Course Access We are excited to announce a new enhancement designed to give group admins better control over their course content visibility—introducing Private Channel-Based Course Access. This feature empowers your group by letting you tailor course access precisely to specific audiences.

Effortlessly Link and Manage Invoices Within Your Opportunities

Invoices: Link Opportunities and View Them in the Payments Tab We’re thrilled to introduce a new feature that enhances how you manage invoices in relation to your opportunities. This ensures you always know which deal each invoice belongs to, simplifying your billing process and enhancing transparency.

Introducing the Guided Form Bot in Conversation AI

Discover the New Guided Form Bot in Conversation AI We’re excited to introduce a revolutionary feature in our Conversation AI: the Guided Form Bot. This new setup enables users to build efficient bots without needing prompt-writing skills, ensuring you can capture leads or book appointments seamlessly.

One Question at a Time Enhancement for Survey Builder

Improved Builder Experience for “One Question at a Time” We are thrilled to announce an enhancement to the Survey Builder experience that focuses on the “One Question at a Time” setting. Current Update: With this enhancement, each question now appears on a separate slide in the builder preview, mirroring exactly what end users see.

Introducing Association Limits for Enhanced Custom Object Management

Enhance Your Custom Object Management with Association Limits We’re excited to announce a powerful new feature now available for our Custom Objects: Association Limits. What’s New: Association Limits With our latest update, you can now set specific limits on object associations: Multi-label associations: One-to-One (1:1) One-to-N (where N ≤ 1000) One-to-Many Many-to-Many Contact-to-contact (sin…

Embed Media Directly in Post Edit for Seamless Content Creation

Embed Media in Post Edit Page Discover the Latest Enhancement to Your Content Creation Workflow We’re thrilled to announce a new feature that transforms the way you create and share content within our platform. You can now seamlessly embed media from prominent third-party platforms directly within the Post Edit Page.

Enhanced Accuracy Now in Our Email Verification Tool

What Changed Improved Validation Logic: Our email verification tool now features enhanced validation logic, ensuring a more precise interpretation of responses from underlying verification services. Advanced Detection Capabilities: We’ve improved our ability to identify risky, disposable, role-based, or undeliverable email addresses.

Discover Enhanced Control with the Social Planner’s Recurring Post Feature Enhance your social media strategy with our updated Social Planner. Improved Recurring Post Scheduling Our latest update refines the process of scheduling recurring posts within the Social Planner tool, allowing you to decide exactly which day and month you want your posts to recur.

Domain-Specific SPF Record Warnings for Enhanced Email Deliverability

Enhanced SPF Record Validation Messaging for Improved Email Deliverability In an ongoing effort to bolster domain authentication and email deliverability for users utilizing our email services, we’re pleased to announce an enhancement to the SPF record validation process. With our latest enhancement, the system now provides a domain-specific warning.

Enhanced Clarity in Message Delivery Notifications

Our upgraded system now offers clear and concise explanations for errors, replacing previously confusing technical codes with straightforward, actionable information. What’s New in Message Delivery Notifications.

All-in-One Dashboard for Unified Email Marketing Insights

With our latest enhancement to the email marketing dashboard, you can now track stats for Workflows, Bulk Actions, and Campaigns all in one place. What’s New Your email marketing dashboard now provides a consolidated view, making it easier for you to monitor and manage all aspects of your email activities.

Instant Brand Voice Creation with Our New Feature

Unveil Your Brand Voice Instantly with Our Latest Feature Elevate your brand’s communication style with our cutting-edge tool that lets you create a complete Brand Voice in seconds. Faster Setup for Your Brand Voice With this new feature, you can accelerate the development of your Brand Voice without starting from scratch.

Enhance Your Sales Process with New Estimate Linking Features

Streamline Your Sales Process with New Estimate Linking Features We’re excited to announce an enhancement to our platform that takes your sales process to the next level. You can now seamlessly link estimates to Opportunities directly from the Payments tab, ensuring that you stay organized and efficient.

Seamlessly Transition Affiliates Between Campaigns with Our New Feature

Move Affiliates with Ease Using Our New Campaign Feature Introducing our new enhancement that allows you to move affiliates from one campaign to another seamlessly, providing you with enhanced flexibility and control. This feature is particularly valuable for adjusting commission tiers or managing affiliate levels, such as transitioning from Basic to VIP tiers.

Seamless Auto-Scrolling Transforms Drag-and-Drop in Funnel and Website Builder

The builder now supports auto-scrolling during drag actions, making it easier to move elements without any unnecessary effort. Automatic Scrolling: As you drag an element, the screen will now automatically scroll in the direction your cursor approaches, whether it’s the top or bottom of the screen.

Autosave Toggle Offers Greater Control in Funnel and Website Builder

Introducing Autosave Toggle in Funnel and Website Builder We’re excited to announce a brand-new feature in our Funnel and Website Builder— the Autosave Toggle. What’s New The new Autosave Toggle has been seamlessly integrated into the top bar of the Funnel and Website Builder.

Say Goodbye to Phantom Rings with New Outbound Calling Pre-Connect Audio

Say Goodbye to Phantom Rings with Our New Outbound Calling Pre-Connect Audio The latest update to our outbound calling system is set to revolutionize the way you experience dialing numbers. Key Changes in Outbound Calling New “Connecting” Tone To combat the phantom ringing issue, we’ve introduced a short connecting tone that plays while we’re still attempting to reach the carrier.

Abandoned Cart Shareable Link Boosts Ecommerce Cart Recovery

With this latest improvement, abandoned cart links are now uniquely sharable and fully accessible across different devices. Why This Matters With this new feature, customers can now retrieve their abandoned carts using a unique link—unaffected by changes in their browsing device, session, or even browser type.

Expanded Business Category Support for Enhanced Online Visibility

You can now assign up to 10 categories per business entity in Listings—a substantial increase from the previous limit of three. Seamless GBP Integration: The new category limit aligns perfectly with Google Business Profile’s supported count.

Enhanced Listings Module Brings New Efficiency and Precision

Unveiling New Enhancements in Our Listings Module We’re excited to introduce a series of enhancements designed to make the Listings module more efficient, intuitive, and aligned with the latest publisher standards. Key Enhancements Publisher Sorting in Scan View We’ve implemented smart sorting for publishers in the scan view, now organized by relevance and impact.

Enhance Visual Merchandising with Manual Product Sorting

Enhance Your Store’s Visual Merchandising with Manual Product Sorting We’re pleased to announce an exciting new feature: Manual Product Sorting is now available for ecommerce stores, offering enhanced control over product display on your Product List Page. Featured Sorting Option A new “Featured” sorting option reflects the display order based on assigned priorities.

This new feature can be enabled from Account labs > Sidebar Revamp in the Funnels and Website Builder section. What’s New in the Sidebar Revamp 1.

Streamline Affiliate Commission Management with Bulk Actions

Now, with our new bulk actions feature, you can easily manage commissions en masse, saving valuable time and effort—particularly useful when handling high commission volumes. New Filters: Use filters to sort commissions by status and campaigns, allowing for quick and precise searches.

Streamlined Calendar and Video Conferencing Integration with In-Page Reconnect Flow

Streamlined Calendar Integration with In-Page Reconnect Flow We’ve made it easier than ever to manage your calendar and video conferencing integrations with a new, streamlined process. Our latest update introduces a prominent banner alert system and an in-page resolution flow to address integration issues immediately, saving you precious time and effort.

June 2025

Introducing Null Values for Enhanced Email Personalization

Introducing Null as a Value in Conditional Elements We’re excited to announce a new feature for our email builder that enhances your ability to tailor communications for maximum impact. You can now set a conditional element’s value to null, unlocking new possibilities for refined and personalized email marketing.

Improved Management for Deleted Third-Party Calendars

Improved Handling for Deleted Third-Party Calendars Managing third-party calendar connections is now easier than ever with our latest improvement. “Fix This” Button: A new button labeled “Fix This” will appear on the error banner, designed to help you resolve the issue directly.

Introducing Auto Follow-Up for Streamlined Conversations in Conversation AI

Discover the New Auto Follow-Up Feature in Conversation AI We’re excited to introduce the Auto Follow-Up feature within our Conversation AI suite, designed to streamline how you manage contacts who have gone quiet, requested a follow-up, or were unavailable at the time of engagement. How the Auto Follow-Up Works Smart Detection of Drop-Off Scenarios Your AI bot now has the capability to detect …

Enhance Your Document Signing with New Signature Options

Enhance Your Document Signing Experience with New Signature Options We are thrilled to introduce an exciting update to our Documents & Contracts feature – the ability to control signature types. You can now personalize your document signing experience by choosing between hand-drawn signatures, typed signatures, or both.

Automatic A2P Campaign Submission Now Live After Brand Approval

Furthermore, users frequently faced the issue of seeing a “Review in Progress” status even while the campaign remained “Yet to Start.” Elevate Your Campaign Management with Automatic Submission We’re now reviving the seamless process of automatic campaign submission following brand approval.

Enhanced Media Library Update Boosts Performance and Modularity

Enhanced Media Library: Improved Performance and Modularity Discover a more efficient and responsive Media Library experience with our latest update. Async Module Federation Loading Asynchronous Loading Implementation: The Media Library now leverages asynchronous loading for both the Storage App and Modal App using Module Federation.

Enhance Media Library Translations with Smartling Integration

What’s New in Translation Support. Smartling Translation Support Seamless Integration: Smartling is now at the core of our translation efforts for all Media Library components, offering a centralized workflow.

Enhance Your Social Media Strategy: Direct Instagram Integration Now Available in Social Planner We’re thrilled to roll out an exciting new update to the Social Planner: Direct Instagram Integration. This update allows you to connect and schedule posts to Instagram without needing Facebook Page permissions.

Introducing In-App Notification Banners for Social Planner Account Disconnections We’re thrilled to announce a new enhancement within our Social Planner designed to streamline user interaction and improve account management. This feature allows quick actions to be taken, minimizing disruptions in scheduled posts and maintaining the continuity of your online presence.

Introducing AI-Driven Marketing Audit Comparison for Competitor Benchmarking

Introducing Marketing Audit Comparison for Enhanced Business Analysis Our new Marketing Audit Comparison feature is designed to empower your business with AI-driven competitor analysis. Now, you can easily compare your business’s performance against up to three competitors, gaining crucial insights into key visibility and reputation metrics.

Streamlined Contact Collection for Enhanced Live Chat Experience

Our update rectifies this by enforcing the following enhancements: Seamless Re-entry for Returning Visitors: Visitors with ongoing chats now automatically re-enter the chat without needing to re-submit their contact details. This ensures that new interactions have the latest and most accurate contact information.

New Features Persistent “Share” Button: Now available at the top of the calendar settings screen for easy access. “Troubleshoot Calendar” Button: This new feature opens a diagnostics tool to help you identify and address any setup or availability issues effortlessly.

Introducing the New Spacer Element for Precise Email Design

Elevate Your Email Design with Our New Spacer Element Enhance Email Customization with Ease We’re excited to introduce a new feature within our email builder that addresses a common challenge—achieving perfect spacing between content blocks. Our new Spacer Element makes it easier than ever to add and adjust vertical or horizontal spaces within your email layouts.

Social Planner: Advanced CSV for Best-in-Class Bulk Scheduling We’re excited to announce a powerful enhancement to our Social Planner—introducing the Advanced CSV feature for best-in-class bulk scheduling. With unmatched flexibility and ease, you can now say goodbye to limitations and embrace seamless social scheduling.

Streamlined Calendar Integration Management with New Reconnect and Delete Buttons

Streamlined Calendar Management with New Integration Buttons Managing calendar integrations on SMBcrm is now more intuitive than ever before. What’s New for Calendar Integrations Our latest update takes the guesswork out of maintaining calendar integrations.

Introducing the New Rating Element for Seamless Feedback Collection

Enhance Your Feedback Collection with Our New Rating Element for Forms, Surveys & Quizzes We’re excited to unveil a game-changing addition to your toolbox—the Rating Element. This new feature is designed to streamline the process of collecting feedback through Forms, Surveys, and Quizzes.

Email Action AI Revolutionizes Workflow Communication

Introducing Email Action AI: Revolutionize Your Workflow Emails Enhance your workflow efficiency with the newly launched Email Action AI. With this cutting-edge feature, sending emails via workflows has become smarter, more efficient, and easier than ever before.

Webinar Template Library for Streamlined Event Creation

Centralized Webinar Template Library for Seamless Event Creation We are excited to announce the release of our new Webinar Template Library. Template Library Integration Our new centralized Template Library is now available at Step 4 of the webinar creation process.

Quiz Builder Upgrades Enhance Category Scoring and Dynamic Results

With enhancements in category management, score display options, and content guidance, you can now create quizzes that are not only informative but also engaging. Key Highlights In-Context Category Popover A new popover feature now provides users with the necessary understanding of how categories operate within the quiz.

Revamped Filter System for Enhanced Dashboard Widgets

Nested Filter Groups: Now you can create multiple filter groups using OR conditions.

Universal Section Templates Transform Content Management Across All Platforms

Universal Section Templates: Simplifying Your Design Across Platforms We’re excited to introduce the new Universal Section Templates for your Funnels, Websites, Webinars, Blogs, and E-Commerce Store. Let’s dive into the new features: Unified Save Flow A streamlined save process allows you to choose between three types of section templates—Universal, Global, and Template—within a single modal.

Manage Google Ads Offline Conversions Directly in Ad Manager

Streamline Your Google Ads Conversion Actions Within Ad Manager Simplified Offline Conversion Management We’re excited to announce that you can now create, manage, and edit Google Ads offline conversion actions directly within our Ad Manager. This update allows you to handle conversions for your Google Ads campaigns seamlessly, right from our platform.

Introducing Domain Connect Conflict Detection for Seamless Management

Introducing Domain Connect Conflict Detection We’re excited to announce the latest enhancement to our Domain Connect feature, designed to protect your domain configurations across different product types. This new safeguard prevents any disruption that could occur when connecting a domain to a new product type.

Enhanced Affiliate Sale Trigger with Targeted Filters

Sub Account Affiliate Manager: Enhanced “New Affiliate Sale” Trigger Discover the latest enhancements to the “New Affiliate Sale” workflow trigger, designed to give you comprehensive control over automations triggered by affiliate activities. Payout Method Filter: Incorporate a condition to verify whether an affiliate has added a payout method, facilitating financial processing.

Enhanced Affiliate Manager Now Allows Easy Campaign Source Editing

What’s New in the Affiliate Manager. In our ongoing efforts to provide users with greater flexibility and control, we are pleased to announce a new enhancement to the Affiliate Manager.

Boost Email Marketing Efficiency with New Text Snippets Feature

Introducing Text Snippets in Email Builder Enhance your email marketing efficiency with the new Text Snippets feature in the Email Builder. This new addition is designed to help you save time, maintain consistency, and streamline the creation of email campaigns and templates.

Enhanced Number Pool Management for Seamless Visitor Tracking

We are thrilled to introduce enhanced number pool management features that allow you to administer your visitor activity tracking with newfound simplicity. New Features for Enhanced Number Pool Management These new features enable you to adjust your number pools directly from the Manage Numbers page under the Phone Numbers tab.

Consistent File Loading with Media App’s Latest Update

Improved File Loading Experience in Media App What Was Happening For those using the Media App, you may have noticed that when scrolling to the bottom of the file list via the right scrollbar, file loading would sometimes stop. What Changed A fix has been implemented to ensure that file loading via the right scrollbar in the Media App now works consistently.

Streamlined Webinar Creation with New Templates

New Templates for Quick and Professional Webinar Creation We are excited to announce the addition of supported templates for webinars in our Template Library. Whether you’re planning a live or on-demand webinar, you can now utilize pre-built templates to streamline the setup process and ensure consistent branding.

Content AI Tab Now Accessible in AI Agents Section

For those frequently utilizing AI-driven resources, this updated categorization allows for a more cohesive workflow, bringing all related tools together in a central hub. Where to Find Content AI Now To locate Content AI in its new home, simply navigate to: ➡️ AI Agents → Content AI This reorganization aims to enhance the ease with which you access powerful AI tools, allowing for a seamless int…

Introducing Conditional Logic in Survey Builder

Introducing Conditional Logic in Surveys We’re thrilled to bring you a new feature that elevates the standard of survey building—Conditional Logic in our Survey Builder tool. Key Features of Conditional Logic Redirect to URL Automatically guide respondents to a specific webpage or an external site based on their selected responses.

Create Tags Instantly on the Send or Schedule Page

Create New Tags Directly on the Send or Schedule Page Experience a streamlined way to manage your email automation setup with our latest update: you can now create new tags directly from the Send or Schedule page when setting up your email campaigns. Benefits of Creating Tags on the Fly Creating new tags during the scheduling process has several key advantages: No Pre-Planning Required: With th…

Enhance Your Content with Native HTML List Styles

Enhance Your Funnels & Websites with Native HTML List Style Types We are thrilled to announce a new update to our platform that enhances how you can style content on your funnels and websites. You can now use native HTML list styles, which allows for more flexibility and consistency in your design.

Introducing Enhanced Image Reordering and Gallery Features for Product Creation

What’s New Drag & Drop Reordering: Effortlessly rearrange your product images with our new drag and drop feature. This allows you to quickly set your desired image display order, ensuring your products are presented exactly how you want.

Drag and Drop for Seamless Media Uploads in Funnels

Drag & Drop Support for Media Uploads in Funnel Modals Enhanced Media Upload Experience Good news for our users. It’s now easier than ever to upload media files while working with Funnels.

Leveraging the power of our Content AI, users can now craft platform-specific, high-quality content tailored precisely to Facebook, Instagram, LinkedIn, and more. This setup allows you to maintain simplicity or expand your control as needed.

Social Planner Enhancement: Socials Shortcut & Improved Dropdown Stay ahead of the game with two new enhancements on our social planner dashboard designed to streamline your workflow and enhance usability. New Socials Shortcut: A Gateway to Efficiency What’s New: We’ve introduced a dedicated “Add Socials” shortcut directly from the dashboard, enabling users to quickly access their Social Planne…

Boost Answer Rates with Voice Integrity Feature

Enhance Your Call Reputation with Voice Integrity In a quest to improve your phone number’s reputation, our latest feature, Voice Integrity, offers a powerful solution. Correct Bad Reputation: The feature helps remove existing spam flags, ensuring that your calls don’t get dismissed as potential spam.

Expanded Audio Format Support in Media Storage

You can now upload and manage audio files with the MIME type audio/wav right alongside the previously supported audio/x-wav. Newly Added Support: You can now seamlessly upload audio/wav files, thus broadening our audio format compatibility.

Expanded Video Conferencing Integration with Zoom and Microsoft Teams

These new features provide added flexibility for users managing multiple locations and teams, ensuring smoother operations across your accounts. What’s New With this update, you can now: Connect the same Zoom or Microsoft Teams account across multiple locations.

New Workflow Trigger Now Supports Paused Subscription Status

A notable update has been made to the existing Subscription trigger, which now includes the ‘Paused’ status in its functionality. Improved Subscription Management Previously, the Subscription trigger’s ‘Status’ field supported various subscription states, but the ‘Paused’ status was not part of this list.

Streamline Quiz Creation with New Bulk Upload Feature

Bulk Upload for Quiz Questions: Streamline Your Quiz Creation We’re excited to introduce a faster, more streamlined method for adding quiz content at scale with our new CSV upload feature. This enhancement allows users to efficiently handle large sets of quiz questions, ensuring quicker and more reliable quiz creation.

Audit Logs Now Extend to Calendar and Video Conferencing Integrations

This update is designed to give you greater transparency and improved control over your integration activities. What’s New A new module called Calendar Integrations has been added to Audit Logs.

Enhanced Ad Manager Unlocks Multi-Dataset Support for Meta Conversions

Enhanced Dataset Support for Meta Conversions We are excited to announce the latest update to the Ad Manager, which now supports the creation of multiple datasets under the Meta Conversions tab. This update replaces the previous limitation of a single conversion pixel, unlocking new possibilities for tracking across your funnels, products, or business units.

Smarter Auto-Sizing for Enhanced Image and Gallery Design

Smarter Auto-Sizing for Images and Galleries We’re excited to share some new updates to our Image and Photo Video Gallery components that make auto-sizing easier and more intuitive. True “Auto” Support: Now, elements can size themselves automatically, eliminating the need for manual input.

Introducing the QR Landing Page for Seamless Code Management

Discover the New QR Landing Page Our latest update introduces a dedicated QR Landing Page within the QR Codes tab. This enhancement is designed to offer users a comprehensive understanding of the extensive QR code features available on our platform, making it especially beneficial for those creating or managing QR codes for the first time.

Enhance Your Funnels & Websites with the New “Download File” Action We are thrilled to announce a new feature designed to make your digital content even more accessible: the “Download File” action for Buttons, Images, and SVG elements. Key Features Download Action for Elements: Now available for Button, Image, and SVG elements, allowing seamless file sharing.

Major Upgrade Unveiled for Calendar Settings UI

Unified View for Simplicity The new Unified View allows you to access both Groups and Calendars on a single screen. Enhanced Group Management Managing groups is now easier than ever.

Here’s a closer look at what’s new: Region-Based Display Controls You now have the option to manage the visibility of your cookie banner based on the geographical location of your site visitors. This feature supports improved localization and accessibility by allowing you to tailor messages as follows: Banner buttons: Options include Accept all, Accept essential, Customize, OK Preferences popup…

Improved Sort & Filter Experience: The sort and filter section has undergone a redesign, featuring a more intuitive and cleaner UI. Cart & Checkout Improvements Cart Drawer Improvements: The cart drawer layout is now refined to better display subscription details and error messages, ensuring a smoother and more coherent shopping experience.

If you’re looking to optimize your social media management, these new features will make the process more dynamic and seamless. Key New Features Gone are the days of being restricted to only scheduling posts from pre-existing categories.

Introducing Audit Logs for WhatsApp Business Accounts for Enhanced Operational Transparency

Until now, changes to your WhatsApp Business Account (WABA)—such as deleting a phone number or editing a template—were invisible in the user interface. Comprehensive Event Tracking This new feature ensures that every critical action is now logged alongside the user’s name, exact timestamp, and the affected entity.

Automate Affiliate Promotions with Sub Account Affiliate Manager Update

Sub Account Affiliate Manager: Automatically Level Up Affiliates What’s New. We’re excited to introduce a new feature that streamlines affiliate management by automating promotions for affiliates when they reach specific milestones.

Introducing Badges in Certificate Builder for Achievement Recognition

Recognize Achievements with New Badge Feature in Certificate Builder We’re excited to introduce a fresh and dynamic way to celebrate achievements directly within our Certificate Builder: Badges. Here’s an in-depth look at what’s new and why it matters for your community engagement.

Affiliate Manager Enhancements and Bug Fixes

Here’s what we’ve improved: Duplicate Transactions in Stripe Payments Previously, Stripe payments for External Website campaigns were causing duplicate transactions in some instances. UI Updates for Affiliate or Campaign Names Facing issues with the UI not reflecting the updated affiliate or campaign names.

Here are the key improvements: Automated Reference Updates: Upon cloning a funnel, internal navigation actions like “Go to Page” and “Go to Step” are now automatically aligned with the new funnel’s structure. Our updated reference handling guarantees a smoother workflow, eliminating a frequent source of user frustration and improving the overall funnel cloning experience.

Funnel Agent Revolutionizes AI-Guided Funnel Creation

Introducing the Funnel Agent: Build Funnels with AI Guidance We are excited to introduce the Funnel Agent, a powerful new feature in our platform designed to help you effortlessly create funnels with the guidance of AI. This innovative tool allows you to streamline the funnel creation process with ease and precision.

Introducing the Versatile Logo Showcase Element for Enhanced Website Credibility

Introducing the Logo Showcase Element We’re excited to unveil the newest addition to your funnel and website-building toolkit: the Logo Showcase Element. This dynamic feature empowers you to effortlessly highlight client logos, partner brands, or certifications.

Unified Task Interface Update Across Contacts and Opportunities

🚀 Overview Experience a renewed and unified task interface with our latest update across Contacts and Opportunities. The process of creating, editing, and filtering tasks is now more consistent, intuitive, and efficient.

New Processing Charge Option Empowers Businesses with Flexible Fee Management

Introducing the New Processing Charge Option We’re excited to announce a new feature that allows businesses to pass on processing charges, miscellaneous charges, or additional fees directly to end customers. This can now be easily configured within the payment settings, offering both flexibility and transparency for various transactions.

Instead of being deleted, a placeholder for the countdown timer will now appear within the template. This innovative feature ensures seamless transitions and maintains the integrity of your workflow.

New Workflow Email Template Update Enhances Editing Safety

Now, with the latest update, using a template-based email generates a secure, independent copy, ensuring that any edits made affect only that specific workflow step. What This Means for You Localized Edits: Edits made to the email within a workflow now remain localized, preventing unintended global changes.

WhatsApp Introduces Message-Based Pricing Starting July 1 2025

Under the new message-based pricing model, charges will apply to: Delivered Marketing Template Messages: Fees are now based on each marketing message delivered. Why It Matters The shift to message-based pricing allows businesses to pay only for what they send, as opposed to being charged for a complete 24-hour communication block.

Effortless Form Type Switching Now Available

Seamless Transition with Our New Form Type Switching Feature The Challenge Before Switching form types in the builder used to be a cumbersome task, leading to many dead clicks and the frustration of losing settings. What We’ve Improved We’re excited to announce that you can now change form types effortlessly while editing.

Introducing Tailored Add-Ons for Food and Healthcare Listings

This update brings a new level of customization, allowing specialized industries to access tailored features, exclusive distribution networks, and industry-specific enhancements. Upon upgrade, your listing will feature: Enhanced specialized fields and publishing options.

Automate Your Billing with Recurring Invoices in Workflows

Automate Your Billing with Recurring Invoices in Workflows What’s New. With the introduction of the Send Recurring Invoice Action, you can now seamlessly automate the sending of recurring invoices as part of any workflow.

Strengthen Your SMBcrm Account with New Authenticator App Support for Two-Factor Authentication

This new feature provides a robust alternative to the traditional SMS and Email verification methods, ensuring an extra layer of security for your account. What’s New Authenticator App Integration You can now integrate popular apps like Google Authenticator, Authy, Microsoft Authenticator, and similar tools to generate time-based one-time passwords (TOTP) for your account’s 2FA.

Form-to-Email Appending You can now effortlessly append forms directly into your native email templates via an intuitive dropdown selection.

Introducing the Contact Summary Agent for Instant Insight

Instant Insights at Your Fingertips: Introducing the Contact Summary Agent What’s New. We are excited to announce a new addition to our suite of features that enhances your interaction with your contacts: the Contact Summary Agent.

Streamline Your Workflow with Bulk Actions in Opportunities Kanban View

📌 Overview We are pleased to introduce a new feature that enhances productivity within the Opportunities Kanban/Card view. You can now perform bulk actions directly from this view, eliminating the need to switch to the List view.

Improved Document Sending Modal Enhancements to the Document Sending Experience At SMBcrm, we are continually enhancing the user experience to ensure that your interactions with our platform are as efficient and straightforward as possible. Our latest update focuses on the document sending modal, introducing two key features designed to simplify the process and improve clarity.

Enhanced Calendar Connections Admin Controls Now Available

Calendar Connections – Enhanced Admin Controls We’re excited to announce significant enhancements to the Calendar Connections feature, designed to provide Account Admins, Agency Admins, and Agency Users with centralized control and increased flexibility. This update enables seamless management of calendar connections across your entire team, promoting efficiency and reducing administrative over…

Hide Countdown Timers for Accurate Displays in Apple Mail

New Feature: Hide Timers for Apple Mail Users We are excited to introduce a new feature that tackles this issue head-on. Our updated settings now allow you to hide countdown timers specifically for Apple Mail users, ensuring your audience receives the correct countdown experience.

Customize Payment Links with Your Brand Colors

Brand Board Integration Now, you can apply your Brand Board styling directly to all of your payment links. This feature ensures consistency across your payment interface, aligned with your brand’s visual theme.

Introducing International Automatic Taxes for Seamless Global Compliance

Introducing International Automatic Taxes for Enhanced Global Checkout Compliance We’re excited to announce a new feature that makes tax management more streamlined and accurate for businesses operating globally. Key Features of International Automatic Taxes Multi-Country Tax Configuration: Businesses can now select multiple countries for automatic tax calculations.

Personalize Your Chat With Custom Contact Form Prompts

We’re excited to announce a new feature that allows you to personalize your chat widget’s contact form prompt. This feature gives your visitors a warm, on-brand welcome before they share their details.

Introducing Human Handover for Conversation AI Enhancing Customer Interaction

Human Handover for Conversation AI: Enhancing Customer Interaction In our ongoing commitment to improving user experiences, we’re excited to announce the Human Handover feature for Conversation AI. This new capability ensures your AI bot can seamlessly transition conversations to a human when needed, delivering a smoother customer journey and reducing potential frustration.

Sub-Account Dashboards Enhanced with Custom Fields in Table Widgets

Sub-Account Dashboards: Custom Fields in Table Widget We’re excited to announce new enhancements to your dashboard usability. You can now enjoy more flexibility and visibility with our latest update allowing custom fields to be added as selectable columns in your Contacts and Opportunities table widgets.

Streamlined Form and Survey Editing in Funnel Builder with New Pop-Up Feature

Form and Survey Builder Now Opens in a Pop-Up inside Funnel Builder. Enhance your workflow with the latest update to our Funnel Builder, which now features an embedded Form/Survey Builder.

Introducing Live Chat Notifications for Enhanced Customer Engagement

We’re thrilled to announce an exciting new enhancement that ensures you’ll never miss a beat in your customer communications. Our platform now supports Live Chat notifications, seamlessly integrating with your existing notification preferences.

Control Your Brand Tone with New Ask AI Brand Voice Display

Enhancements to Your Content Generation with Brand Voice in Ask AI Understanding and controlling how Ask AI generates content for your brand is now simpler and more transparent. Brand Voice Now Visible You’ll now find the active Brand Voice displayed directly below the Ask AI input box.

Integrate Deskphones with Your CRM for Seamless Connectivity

Enhance Your CRM Connectivity with Physical Deskphones Unlock a new level of connectivity in your CRM by using physical deskphones that are seamlessly linked to your accounts. Here are the key features and benefits of utilizing deskphones with CRM integration: Seamless Deskphone Connectivity With this enhancement, you can leverage the power of VoIP deskphones that are always connected to your C…

Simplified Calendar Setup with Enhanced Guidance

Enhanced Calendar Setup Experience Enhancing your calendar setup experience is now a breeze with our recent updates. We’ve introduced helpful info icons and clearer descriptions across all calendar settings, making it easier for you to understand each feature, from availability and recurring meetings to payments and sync preferences.

Unveiling Enhanced Review Widgets with Floating Badge Slider and AI Styling

Unveiling Enhanced Review Widgets: New Floating Badge, Slider Widgets, and AI Styling Elevate how you showcase customer reviews with our latest updates to the review widget feature. Floating Badge Widget The new Floating Badge Widget allows you to discreetly yet effectively highlight customer reviews at any corner of your website.

Enhance Your SMBcrm Security with Authenticator App Support for 2FA

Strengthen Your Account Security with Authenticator App Support for Two-Factor Authentication In our commitment to enhancing the security of your SMBcrm account, we’re introducing a new robust feature: the integration of authenticator apps for Two-Factor Authentication (2FA). What’s New with Authenticator App Integration Authenticator App Integration You can now use popular apps like Google Aut…

Custom Play Button for Consistent Video Experience on iOS

Here’s what you need to know: What’s Fixed Customized Play Button: The default iOS-native play icon, which previously rendered inconsistently with the rest of our platform’s design language, has been replaced. Brand-Controlled Styling: Now, you can ensure that your visuals fit seamlessly within your brand’s aesthetic guidelines.

Introducing Auto-Save for Effortless Badge Design

Auto-Save for Badges — Design Without Fear We’re excited to announce a new feature enhancement that eliminates the worry of lost work when creating badges. With the newly introduced auto-save functionality in our Badge Builder, your progress is continually and securely saved as you work.

Introducing Enhanced Folder Management and Seamless Bulk QR Creation

Key Highlights Move QR Codes to Folder Users can now easily move individual QR codes to any folder directly from the grid view. Folder Selection Now Optional in Bulk Creation With the latest update, you no longer need to select a folder when creating QR codes in bulk.

Seamless Digital Access with the New Thank You Page Download Button

Introducing the Download Button for Digital Products on Thank You Page in Ecommerce Stores We’re delighted to introduce a new feature that enhances the way your customers interact with digital products in your online store. Now, store owners can offer a Download button for digital purchases directly on the Thank You page.

Revamped Builder Layout Enhances Forms Surveys and Quizzes

Key Highlights Settings Tab Revamp The Settings tab now houses all configuration controls, which were previously found under the right-side Options panel. Advanced Options Take the Spotlight The right-side Options panel is now exclusively focused on layout and design.

Our latest feature, the Number Counter Widget, allows you to transform raw statistics into visually compelling elements. Whether you’re showcasing revenue milestones, client satisfaction, or key metrics, this feature supports brand storytelling that stops the scroll.

Advanced Permissions Enhance Client Portal Experience

Advanced Permissions for Client Portal Users: A Smarter, Cleaner Experience Discover a new level of simplicity with our latest enhancement to the Client Portal. Whether you’re a user or an owner, the updated portal promises a tailored, efficient experience by displaying only the apps and features relevant to you.

Introducing Proactive Message Blocking for Enhanced Efficiency

📥 Overview We are excited to introduce a new feature that enhances your messaging efficiency by proactively blocking known message-sending failures. Proactive Blocking of Undeliverable Messages Messages that would typically result in well-known error codes are now automatically blocked.

Simplify Merging Contacts with Streamlined Payment Management

Manage Payments When Merging Contacts Enhance Your Customer Management We are excited to introduce a new feature that simplifies managing customer payments when merging contacts. Key Benefits Unified Contact Details: After merging contacts, businesses can now view all transactions and subscriptions tied to the merged contact directly from the ‘Master’ Contact’s Contact Details page.

You can now enhance your social media engagement by customizing each post with distinct images and videos tailored to the specific requirements of each channel. Highlights Custom Post Content: This new capability allows you to personalize each social media post with unique images or videos for each channel, enhancing the relevancy and appeal of your content.

Customizable Animation Controls Elevate Page Design

Elevate Your Page Design with Customizable Animation Controls In an exciting new update, the Page Builder has received a significant enhancement in its animation features. This upgrade introduces a sophisticated animation adjustment system, giving you detailed control over how elements animate on your pages.

Unveiling the V3 Color Picker for Enhanced Design Precision

Introducing the New V3 Color Picker for Enhanced Design Experience We’re excited to unveil the new V3 Color Picker for Funnels and Websites within the Page Builder. This updated feature is now live in Labs and offers a host of advanced styling capabilities designed to significantly enhance your design experience.

V Card QR Codes Now Available in QR Code Builder

This new feature enables users to effortlessly share their contact information with a simple scan, making digital networking and exchanging information more seamless and efficient. Whether you’re attending a conference, participating in events, or simply making connections, your digital business card is now just a scan away.

August 2025

Discover the Power of Multiple Popups on Your Website or Funnel Pages We’re excited to bring you a new enhancement that will take your website or funnel page to the next level of engagement and functionality. You can now effortlessly add and manage multiple popups on a single page, each finely tuned with its own trigger, design, and behavior.

Enhance Your Sales Calls with In-App Call Scripts

Admins can now seamlessly create and assign pre-built scripts tailored to guide agents during their calls. Key Features of Call Scripts Live Access During Calls: Agents can effortlessly access Call Scripts while engaged in a call, ensuring they stay on track and cover all essential points.

Unlock Greater Flexibility and Intelligence with New Conversation AI Upgrades

Previously capped at just 3, this new capacity enables the capture and retention of more detailed information about your leads, streamlining your follow-up processes. How to Use Increased Workflow Triggers: Navigate to Bot Goals and select “Trigger a Workflow.” You’ll now find the option to add up to 5 workflows, expanding your bot’s automation capabilities.

Introducing Campaign-Level Additional Assets in Google Ads

Enhance Your Google Ads with New Campaign-Level Asset Support We’re excited to announce the introduction of the “Additional Assets” feature at the campaign level in Google Ads. Streamlined Asset Configuration This new feature allows you to define three specific asset types directly in the campaign setup, ensuring consistency and simplicity in managing your ads: 1.

Enhance Your Workflow with Direct SIM-Based Calling

With our latest mobile app update, you can now make calls on-the-go directly using your own SIM number. Let’s explore how this new feature can make life easier for you and your team.

Pipeline-Specific Insights Now Available in Opportunity Widgets

Now, you can drill down into individual pipeline performance with the convenience and efficiency you’ve come to expect from SMBcrm. Explore the New Features Previously, the Opportunity Status, Opportunity Value, and Conversion Rate widgets provided only aggregated values across all pipelines, leaving some wanting more targeted insights.

Badges Builder Upgrade with Keyboard Shortcuts and Layer Controls

Keyboard Shortcuts for Efficient Editing Now, you can cut, copy, and paste elements with ease using keyboard shortcuts. Pixel-Perfect Movement For those seeking meticulous control, our latest update allows you to nudge elements using the arrow keys.

Identity Verification Now Required for Secure Phone Number Purchases in North America

Here’s what you need to know about this update. Identity verification will be necessary if you meet the following criteria: Purchasing a number from the US, Canada, or Puerto Rico (+1 country code) Your account has not previously completed the identity verification process Once your account is verified, you will not need to go through the verification process again for future activities such as…

Streamline Invoicing with New Multi-Channel Workflow Controls

Enhanced Workflow Integration With the latest update, you can now choose how you’d like your invoices and estimates to be sent. How It Works Leveraging this feature is straightforward: Access the Automation Builder: Open your Workflow and proceed to add or edit a Send Invoice, Send Estimate, or Send Recurring Invoice action.

Enhanced Layout Control in Badge Builder for Effortless Design

Discover how the enhanced features in our Badge Builder can streamline your design process, making it more intuitive and efficient. 🎯 Seamless Drag & Drop Users can now move elements freely across the canvas with precise control, offering a fluid and smooth design experience.

Enhance Connectivity with Offline Chat Awareness

At SMBcrm, we understand the importance of seamless communication, and we’re excited to introduce a new feature designed to enhance your chat experience—Offline Chat Awareness. 🚀 What’s New Our chat widget has become smarter and more reliable when faced with network interruptions.

Streamline Your Workflow with New Decision Maker Action Updates

Renamed “Information” Section to “Additional Context” We’ve updated the terminology to better reflect the purpose of this section. “Additional Context” now more accurately describes the information needed for informed decision-making.

Enhance Your Workflow with Address Field Triggers

Enhance Your Workflow with the New Address Fields Trigger We’re excited to announce a new enhancement that will streamline your workflow automations. You can now trigger workflows based on changes to a contact’s address fields.

Discover the Upgraded Credentials Preview Page for Enhanced Professional Recognition

Explore the All-New Credentials Preview Page We’re thrilled to announce the launch of our enhanced Credentials Preview Page, designed to deliver a comprehensive and user-friendly credential management experience. This update introduces new functionalities and a polished presentation that benefits both credential issuers and recipients.

Edit Default Email Templates Directly in Client Portal Settings

Client Portal Update: Edit Default Email Templates in Email Settings We are excited to introduce a new feature within the Client Portal that empowers you to take control of your email communications. With the ability to edit default email templates directly in Email Settings, you can now craft messages that resonate with your brand’s unique voice.

Introducing Multiple Ad Sets and Ads for Enhanced Meta Campaigns

You can now efficiently create and manage multiple ad sets and ads within your Meta ad campaigns. Let’s explore how these new features can empower your marketing efforts.

Introducing Chat Widgets for Enhanced Client Portal Communication

Enhance Your Client Portal Experience with Chat Widgets We are excited to introduce a new enhancement to our platform: the integration of Chat Widgets with the Client Portal. With the new Chat Widget feature, you can now enable and use Chat Widgets across individual Client Portal apps—such as Communities, Courses, and Affiliates.

PDF Fillable Elements Perfectly Aligned Across Page Breaks

Documents and Contracts: Accurate Positioning of Elements in PDFs PDF Fillable Elements Now Accurately Positioned Across Page Breaks Efficient document management is crucial for businesses, and ensuring the accuracy of your PDFs is key. How to Use Create New Document or Template: Begin by creating a new document or template in the Builder just as you typically would.

Smarter Message Sending with Enhanced Failure Prevention

Whether it’s sending to a landline, an opted-out contact, or an invalid number, you’ll receive instant, useful feedback that allows you to take immediate action and conserve your credits. Checks for Known Issues Before Sending We’ve added checks that catch messages destined to fail due to common causes: 21610: Contact opted out (replied STOP) 21635, 30006: Landline numbers that can’t receive SM…

WhatsApp Integration Enhances Internal Workflow Communication

This enhancement allows businesses to streamline their internal communication by sending WhatsApp notifications directly from their workflow processes. Internal WhatsApp Messaging: You can now send internal messages via WhatsApp to users directly from workflows.

Easily View Multi-Currency Balances with Stripe Integration Update

Stripe Integration: Multi-Currency Balances Now Visible Enhancing your Stripe integration, our latest update brings a smarter way to manage your financial transactions, especially if you’re transacting in multiple currencies. With our new update, all your currency balances—GBP, USD, EUR, and more—are now clearly displayed.

Introducing the Enhanced Certificate and Badge Preview体验

Discover the All-New Credential Preview Experience We’re thrilled to announce the launch of our enhanced certificate and badge preview page, now featuring a fresh design that elevates the way you view, share, and verify your accomplishments. What’s New 🖼️ Clean, Professional Look Your certificates and badges now appear in a sleek, modern layout, making them easier to read and appreciate.

Independent Button Icon Color and Streamlined Global Section Search for Enhanced Page Builder Experience

New Button Icon Styling & Global Section Search - Funnels and Websites. Independent Button Icon Color You now have the ability to set a custom icon color for buttons that is independent of the text and subtext colors.

Unlock New Engagements with Trackable Trigger Link Buttons in WhatsApp Templates

Now, you can integrate Trackable Trigger Links within your template buttons. This feature allows you to monitor every click and streamline your processes with automatic workflow branching—enhancing your customer engagement strategy similar to your email or SMS practices.

Important Update on A2P 10DLC Fee Changes Effective August 2025

This release focuses on new fee changes taking effect on August 1, 2025, which will impact all new brand registrations and campaign setups processed through our platform. While the monthly campaign fees remain unchanged, it’s important to be aware of the updated costs for various categories: Low Volume: Old Price: $23.9475 New Price: $24.49875 Campaign Fee: $10.50 per month (no change) Sole Pro…

New Features to Elevate Your SMS Marketing Campaigns

Exciting New Features for Enhanced SMS Marketing Campaigns Stay ahead of the game with our latest update designed to enhance your SMS marketing campaigns. Advanced Scheduling Capabilities Timing is everything in marketing, and our new advanced scheduling capabilities will provide you the flexibility to pinpoint the perfect moment for your message.

Automate Badge Issuance with Workflow Automation

We’re excited to share a new way to automate the issuance of visual recognition: badges. Add a Trigger from the available list.

Boost Customer Engagement with Multiple Review Links in Your Emails

With our latest enhancement, the Reputation Management email builder now supports the inclusion of multiple review platform links within a single email. This allows your customers to choose their preferred platform for leaving a review, increasing their convenience and engagement.

Enhanced Language Support for Seamless Document Localization

Enhanced Language Support for Documents and Contracts What’s New. Our latest update introduces improved language support for documents and contracts, making it easier for international users to work in their preferred language.

Introducing Granular Permissions for Conversation AI Bots

Granular Permissions for Conversation AI Bots We’re excited to introduce a new update that enhances how you can manage your Conversation AI Agents. With the implementation of granular permissions, you now have more refined control over who can view, manage, or configure your bots.

Streamline Invoicing with Faster 2-in-1 Document Redirection

Experience Quicker Access to Invoices with Enhanced Redirection in 2-in-1 Documents Enhanced Redirection Speed to Invoices We’re excited to announce a significant update to our 2-in-1 Documents feature that will streamline your invoicing process. Now, whenever you add recurring products to a document’s product list, the redirection to invoices is remarkably faster.

Effortless Data Export for Instructors and Admins in LMS

Export Assessment Results: Simplified Data Access for Instructors and Admins With the newest update, instructors and admins can now efficiently export assessment results directly from the Learning Management System (LMS) reporting screen with just a single click. This feature significantly enhances how users can access and analyze their data, fostering greater independence in performance analysis.

Streamline Your Calls with IVR Deskphone Integration

New Feature Alert: Answer IVR Calls on Your Deskphone We are excited to announce that you can now handle Interactive Voice Response (IVR) calls directly on your deskphone. Previously, IVR calls had to be managed differently, but now your workflow is more streamlined, allowing you to focus on what truly matters—your customer interactions.

Elevate Your Brand with the New Testimonial Element

Enhance Your Web Presence with the New Testimonial Element Effective testimonials are crucial for building trust and credibility with your audience. We’re excited to introduce a new, flexible Testimonial section in the page builder designed to make displaying client feedback easier and more professional on your websites and funnels.

Boost Efficiency with Ask AI and MCP Server Integration

With the integration of Ask AI and the MCP Server, you can now perform crucial tasks directly from the chat without the hassle of multiple clicks or context-switching. NOTE: Currently only available to customers with Employee AI What’s New.

Enhanced Contact Merging for Facebook and Instagram Contacts

When a user messaged your business and later provided their email or phone number, the system added this data but created a new contact record, even if a matching contact already existed. Our new feature addresses this issue head-on: Automatic Contact Merging: When a contact comes through Facebook or Instagram, and their email or phone number matches an existing contact, these contacts are merg…

Custom SMS Review Request Templates Now Available

You can now create, edit, and assign custom SMS templates specifically for recurring review requests. 📝 Create Custom SMS Templates for Recurring Requests Now, you have the power to personalize your recurring review requests like never before.

Select Your Data Center for Optimal WordPress Hosting Performance

Enhance Your WordPress Hosting with Country Server Selection We are excited to announce a new feature for WordPress hosting: the ability to select your preferred data center during site provisioning. This enhancement supports all setup methods, including starting from a blank site, cloning an existing site, or using a template.

Introducing the New Rich Text Element for Enhanced Funnels and Websites

New Rich Text Element Now Available for Funnels and Websites We’re excited to announce the launch of the new Rich Text Element within the Builder. What’s New in the Rich Text Element.

Custom Font Support Now Available in Funnels and Websites Builder

Feature Overview This new feature allows you to easily upload and manage your custom fonts directly within the platform. User-Friendly Interface: Utilize the new Custom Fonts modal by clicking on “Upload Font” in the font selector.

Boost Call Answer Rates with Local Presence Dialing

With this feature, you can automatically call contacts from a number that shares the same area code, creating a sense of familiarity and trust that leads to higher call answer rates. When you call someone in a specific location, such as Dallas, Texas, Local Presence Dialing automatically uses a phone number from that region, if available.

Enhance Workflows with New GPT-5 Integration

Introducing New AI Models With the latest update, you can now select from multiple GPT models within your workflows to suit your specific needs: GPT-5: Experience the full power of advanced AI. Pricing Details The new GPT models come with usage-based pricing to ensure transparency and flexibility.

Introduction of Reach and Frequency Metrics in Ad Manager Statistics

Discover the New Reach and Frequency Metrics in Ad Manager Statistics At SMBcrm, we’re committed to enhancing your marketing capabilities with insightful data right at your fingertips. Our latest update introduces two pivotal metrics that can significantly magnify your campaign analysis — Reach and Frequency.

Unlock Custom Metrics for Your Dashboard Success

With the new Custom Metrics feature, you can create the exact performance indicators you need, combining multiple data sources into concise, meaningful insights that can be visually integrated into your dashboards and reports. What’s New with Custom Metrics.

Launch of the WordPress Plugin Troubleshooter

Introducing the WordPress Plugin Troubleshooter We’re excited to announce the launch of the WordPress Plugin Troubleshooter, a powerful new tool designed to help you quickly identify and resolve plugin conflicts directly from your dashboard. Iterative Analysis: It iteratively disables and enables plugins to isolate the one causing issues.

Expand Your Website Options with 9 New WordPress Templates

Expand Your Website Offerings with 9 New Ready-to-Use Templates We’re excited to announce the expansion of our Website Templates Library, designed to streamline your WordPress site creation process. Introducing nine new, industry-specific templates, you’ll be able to deliver stunning websites quickly to meet your clients’ needs.

Dynamic Smartlist Option Now Available for Customer List Custom Audiences

Introducing Customer List Custom Audience with Dynamic Smartlist Option We’re excited to announce a new enhancement for our Customer List Custom Audiences, which now includes a Dynamic Smartlist option that allows you to choose between static or dynamic audience updates. Enhancing the current functionality, users can now create Customer List Custom Audiences from Smart Lists with an added advan…

CC/BCC Functionality Enhances Internal Email Notifications in Workflows

You can now add cc and bcc recipients to internal email notifications, a frequently requested feature from our users. Seamless Internal Communication With the new cc/bcc capability, you can make your internal communication faster, more seamless, and more collaborative.

Streamline Workflow Management with Cross-Workflow Action Copying

Elevate Your Workflow Efficiency: Copy Actions Across Workflows In response to one of the most requested features, we are thrilled to announce an enhancement that will save you hours in workflow management—introducing the ability to effortlessly copy and paste workflow actions across different workflows. Key Features of the New Workflow Action Copy Copy Workflow Actions Across Workflows Our lat…

Revolutionize Your Billing with Auto-Payments for Recurring Invoices

Streamline Payments with Auto-Payments for Recurring Invoices Meet the new feature that’s set to revolutionize how you handle recurring invoices and Point of Sale (POS) transactions: Auto-Payments. What’s New (and Why You’ll Love It) Set it and Forget it: Turn on Auto-Payment when scheduling a recurring invoice, and let payments roll in automatically.

Improved Reliability in Email Builder Conditional Logic

Improved Conditional Logic Handling in Email Builder Conditional logic handling in the email builder has just been enhanced, offering a more reliable experience for users. Fixes Implemented The comparator function behind conditional logic has been improved to correctly handle undefined, null, and empty string values.

Unlock Greater Design Flexibility with Unbold Headings

What’s New Unbold Headings: You can now remove bold styling from headings H1 to H4 within any text element. Cleaner Heading Appearance: This update allows for a cleaner or lighter heading look when desired, which can significantly improve the visual appeal of your communications.

Improved Campaign Scheduling with Enhanced Time Range Validation

Improved Time Range Validation in Campaign Scheduling Enhancing Your Campaign Scheduling Experience Campaign scheduling is a critical component for effective marketing management. Key Updates in Time Validation Front-End Time Validation: Now, if you set an end time that precedes the start time, a clear error message will be displayed under the end time field: “End time can’t be before start tim…

Introducing Instagram DM Datasets and Enhanced Meta Conversion API in Workflows

Instagram DM Datasets + CTD CAPI in Workflows What’s New. We’re excited to introduce the ability to create Instagram DM datasets in your account, allowing for improved interaction tracking and conversion recording.

Effortless Store Creation Directly in Website Builder with New Store Elements

Enhance Your Online Presence with Store Creation via Store Elements in the Builder We’re thrilled to introduce a new feature that simplifies store creation seamlessly through the Website Builder. With this latest update, you can now add various store elements like Product Lists, Featured Products, or Pre-Built Store Sections directly to any page, even before a store is activated.

Smarter Domain Renewal Management for Seamless Control

Smarter Domain Renewal Management: A Boost for Your Business Navigating domain management just got a whole lot easier. Our latest update brings you smarter domain renewal management, giving you full control over the renewal process.

Review AI Agent Management Now Accessible for Accounts

Review AI Agent Management: Now Accessible for Accounts We are excited to announce an update that provides more autonomy for account users by allowing them to manage Review AI Agents. While control remains with agencies, accounts can now have more hands-on access if permitted.

Streamline Ecommerce Management with Bulk Editing in Spreadsheet View

Our latest feature, Bulk Editing of Products in Spreadsheet View, provides a streamlined way to update multiple product attributes simultaneously through an intuitive, spreadsheet-like interface. Key Features Edit Multiple Fields at Once Now, you can update essential product information such as titles, descriptions, labels, and media.

Enhanced Product Deletion Management for Improved Business Security

Safeguarding Your Business with Enhanced Product Deletion Management What’s New. We are pleased to announce a significant improvement in how businesses can now manage and safeguard the deletion of critical products.

Set Your Preferred Currency in Profile Settings

Set Your Default Currency in Profile Settings What’s New. We are excited to announce a new feature that allows your business to set a preferred default currency directly from your Profile Settings.

Now, you can directly access and share QR Code links without the need to download or distribute the QR image file itself. Our improved Builder now allows you to test a QR Code’s functionality in real time as you create it.

Introducing New Layouts and Pricing Flexibility in Pricing Table Update

The latest update to our Pricing Table feature is designed to help you present your plans in more diverse and interactive ways. Now, you can choose from multiple layout options, set up various pricing models, and use customizable buttons to engage with your audience more effectively.

Streamline Your Ecommerce Fulfillment with New ShipStation Integration

Introducing ShipStation Integration for Ecommerce Stores We are thrilled to announce our new ShipStation Integration feature, designed to streamline shipping and fulfillment for your Ecommerce store. Key Features of ShipStation Integration Automated Fulfillment The integration enables automatic order syncing and shipping status updates across platforms, eliminating manual entry and potential er…

Quick Start Your Online Store with Pre-Built Store Feature

Start Store Creation with a Pre-Built Store Creating your first online store is now more straightforward than ever. The new Pre-Built Store feature allows you to bypass the initial setup, letting you jump right into customization.

Enhance Subscription Flexibility with New Update Options

Update Subscriptions: Products, Quantities, and Date Adjustments Now you can enhance the flexibility of your active customer subscriptions without the hassle of canceling and recreating them. Adjust Product Quantities: Change quantities (from 1 to 1000) and observe the updated totals reflected in upcoming billing cycles.

Simplify Appointment Scheduling with ICS File Attachments

Enhance Your Scheduling: ICS Files Now Included with Appointment Notifications We’ve elevated the post-appointment booking experience by introducing ICS file attachments to our email notifications. Introducing ICS File Attachments Automatic Attachment: ICS files are now seamlessly attached to appointment confirmation and reschedule email notifications.

Exciting Update: Payments Tab Added to Appointment Modal We are thrilled to introduce a new feature designed to streamline your appointment management process - the Payments Tab within the Appointment Modal. What’s New Comprehensive Payment View: Gain insight into the amount paid, any remaining balance, and the total amount tied to each appointment.

Discount-Optimized Calendars with Integrated Coupon Codes

Elevate Your Booking Experience with Coupon Codes in Calendars We are excited to announce a new enhancement to our calendar booking system: the integration of Coupon Codes. This feature allows customers to enter a code during their booking process to avail discounts directly through the calendar widget.

Interactive WhatsApp Messages Enhance Automations for Better Engagement

Discover the New Interactive Messages Supported Message Types You can now leverage the following Interactive WhatsApp Messages in your automations: Quick Reply Buttons: Customize headers, bodies, footers, button titles, and timeout settings to guide customer interactions effortlessly. Enhance Workflow with Branching Interactive replies can now enable workflow branches, allowing you to implement…

Enhanced Insights with Updated Subscription and Transaction Details

Enhanced Visibility on Subscription and Transaction Details We’re excited to announce new enhancements that provide your business with richer insights on Subscription Details and Transaction Details pages. Payment Method Details For card payments, you can now easily view the card brand, last four digits, and expiry date.

True Zero Padding Support Enhances Design Precision on SMBcrm

True Zero Padding Support for Enhanced Design Precision We are excited to announce a new feature update that offers true zero padding support for forms, surveys, and quizzes on SMBcrm. Your design will now display true zero spacing for a more streamlined appearance.

Streamline Your Workflow with Unified Domains and URL Redirects

Unified Domains & URL Redirects Streamline your domain management with the latest update now available on our platform. This new consolidated view allows you to manage domains and set up URL redirects effortlessly, all from one place.

New Document Management Update Featuring Decline Functionality

Enhance Your Document Management with Decline Functionality We’re excited to introduce a new enhancement in our Documents & Contracts feature that empowers users to manage documents more effectively by allowing recipients to decline documents. Key Features Recipient Decision-Making: Recipients can now choose to decline a document, select their reasons, or add personalized notes.

Explore the Redesigned Pipelines Interface

Discover the Redesigned Pipelines Page Experience a fresh and intuitive interface with our newly redesigned Pipelines page. Key Updates Modern, Streamlined UI Enjoy a sleek new look that enhances your navigation and management experience.

Boost Call Answer Rates with New Telephony Features Update

Increase Call Answer Rates with Enhanced Telephony Features Enhancing your communication capabilities is paramount for maintaining efficient and effective customer interactions. We are pleased to inform you about new updates designed to boost your call answer rates, especially for those already registered for A2P messaging.

Enhanced CNAM Registration for Clearer Caller ID Management

CNAM Registration Screen Enhancement To help you better understand the CNAM process, we’ve updated the CNAM registration screen. Comprehensive Guidance on Expectations Additionally, the CNAM registration prompt, which appears during auto-registration for SHAKEN/STIR, will now provide more detailed guidance.

AI Credits Removed in SMBcrm Workflows for Free Enhanced Features

What’s New: AI Credits Removed from Workflows Great news for all SMBcrm users. We have removed the AI credit system from workflows, making AI-assisted features within workflows completely free to use.

Enhanced Drag and Drop Page Builder Now in Labs for Early Access

Discover the Enhanced Drag & Drop in Page Builder We are thrilled to introduce a significant upgrade to the drag-and-drop experience within our Page Builder, available now in Labs for early access. What’s New Drag from Anywhere: You can now move elements by grabbing them from any part of the element, not just the drag handle.

Unlock New Engagement with Interactive WhatsApp List Messages

🚀 Unlock New Engagement with Interactive WhatsApp List Messages We’re excited to unveil a new feature that brings an elevated level of interaction to your business communications: List Messages within Interactive WhatsApp Messages in Automations. What’s New in Interactive Messages Now, you can incorporate the following Interactive WhatsApp Messages into your automations: Quick Reply Buttons: Cu…

Enhance Your Content Strategy with New Blog Statistics Feature

Track Your Blog & Post Performance with New Blog Statistics We’ve made it easier to see how your blogs are performing. The new Blog Statistics feature within Analytics allows you to track views, clicks, and engagement across all your blogs and posts, all in one place.

Optimizing Incoming Call Timeout for Better CRM Integration

Sub-account Incoming Call Timeout Too Low Phone Number Incoming Call Timeout Too Low To aid in this, we’ve introduced a feature that alerts you when your timeout setting is outside the recommended range, providing guidance to help you choose a healthy duration. Improved Call Status Accuracy: The correct statuses are recorded in your CRM.

Introducing Document Delivery via SMS

Introducing Document Sending via SMS Stay ahead in client communication with our latest feature: sending documents through SMS. This new update enables you to ensure that your documents are viewed promptly and agreed upon seamlessly.

Introducing Element-Level Label Alignment for Enhanced Form Customization

Explore Our New Element-Level Label Alignment Feature We’re excited to announce a new feature that enhances your form customization options: Element-Level Label Alignment. Now available across forms, surveys, and quizzes, this feature allows for individual configuration of label alignment per form element, offering greater flexibility beyond global form-level settings.

Texas Expands Telemarketing Laws to Include SMS Marketing

Texas Mini-TCPA (SB 140) — SMS Now Covered (Effective Sept 1, 2025) Important Changes in SMS Marketing Regulations In a significant update to Chapter 302, Texas has extended its telemarketing laws to cover text messages. This change means if your business sends marketing SMS to Texas residents or from a Texas location, you’ll need to comply with new registration and financial security requireme…

View Appointments in Your Preferred Timezone Now Available

View Appointments in Your Preferred Timezone You can now choose any timezone to view your appointments across the platform — including Calendar View, Appointment List, Contacts, and Conversations. This new feature enhances your scheduling flexibility and ensures you always have appointments displayed in a timezone that suits you best.

Checkout Payment Elements Now Multilingual for a Global Audience

Checkout Payment Elements Now Multilingual 🌍 Enhancing the checkout experience is always a priority, and we are excited to announce a significant update that supports a wider audience. Our checkout payment elements are now multilingual, offering you and your customers a more seamless and personalized payment journey.

Opportunities V2 Mobile App Revolutionizes Lead Management on the Go

With customizable stages, detailed views, and faster action capabilities, your path to closing deals is now more efficient than ever. Getting Started with New Features 1.

September 2025

Our latest update introduces a feature that allows approvers to adjust the date and time of posts within the approval flow. Approvers now have the ability to reschedule posts directly within the approval flow.

Introducing Custom Product Details Pages for Enhanced Ecommerce Stores

This new feature allows you to craft dedicated landing pages for individual products, offering enhanced storytelling and personalized layouts to better market your offerings. Add a New Page: Click on “Add New Page” and toggle the Custom Product Detail Page option.

Enhanced Document Creation with Integrated Content Library

Enhanced Document Creation with Our Content Library Our latest update introduces a powerful content library within the Documents & Contracts editor, designed to simplify and streamline your document creation process. New Features at a Glance Content Library Integration: Now available inside the Documents & Contracts editor and template editor.

Streamlined WhatsApp Business Verification Now Available in SMBcrm

WhatsApp: In-App Business Verification What’s New SMBcrm has integrated a streamlined solution for WhatsApp Business verification directly within our platform. Now, businesses can manage document uploads and submissions to Meta quickly and efficiently with unified visibility at both the agency and account levels.

Enhance Google Business Profiles with WhatsApp and Text Messaging

Businesses can now add WhatsApp and Text Message contact options to their GBP listings, catering to customers who prefer messaging over traditional calls. Your clients can now enhance their reach and improve customer interactions by incorporating WhatsApp and Text Message contact options into their GBP listing.

Streamlined Prices and Variant Management for Boosted Efficiency

Enhanced Prices/Variant Page for Improved Management We’ve improved the Prices/Variant management experience to enhance user accessibility, streamline configurations, and ensure important details are not overlooked. What’s New Hover Highlight on Prices/Variant Tiles: Now, when you hover over Prices/Variants, they are highlighted, clearly indicating that these elements are clickable.

Introducing Enhanced 4-Decimal Precision for Tax Rates

This advancement ensures improved accuracy across various financial documents, allowing businesses to handle fractional tax rates with ease. Precise Tax Rate Calculations Enhanced Precision: Tax rates will now calculate and display up to four decimal places, such as 7.1250%, permitting more precise financial accuracy.

Enhanced Form Handling with Auto-Scroll to First Error and Inline Messaging

Enhance Your Form Experience with Auto-Scroll to First Error and Improved Error Handling We’ve implemented two key enhancements to our Forms, Surveys, and Quizzes to make correcting errors easier and more intuitive. Auto-Scroll to First Error One of the standout features in this update is the Auto-Scroll to First Error functionality.

Introducing Domain Transfer-In for Simplified Domain Management

Domain Transfer-In: Centralize Your Domain Management We’re excited to introduce a new feature—Domain Transfer-In—that enables you to transfer your domains from popular registrars like GoDaddy and Namecheap directly into SMBcrm. This enhancement brings together the purchasing, transferring, renewal, DNS management, and billing processes into a single, simplified workflow.

Introducing the New Xero Integration for Streamlined Invoicing

Enhance Your Invoicing Experience with Our New Xero Integration We’re excited to announce that the highly anticipated Xero integration is now live. Here’s everything you need to know about the new integration.

Automatic Compliance: Opt-Out and Sender Info Feature

Therefore, SMBcrm has introduced a new feature designed to protect your business, clients, and communication integrity by automating the inclusion of opt-out and sender information in outbound messaging. Our latest feature automatically adds opt-out language and your business name at regular intervals throughout messaging threads, not just in the initial message.

Enhance Web Design with New Gradient and Blur Backgrounds in Page Builder

Elevate Your Web Design with Gradient & Blur Backgrounds We’re thrilled to announce a fantastic new feature in our Page Builder that lets you add gradient backgrounds and blur effects to your Sections, Rows, and Columns. What’s New Multi-color gradients: Create captivating backgrounds with smooth transitions using up to 10 colors.

Introducing the Advanced Certificate Builder for Streamlined Design

Discover the All-New Advanced Certificate Builder We’re excited to introduce the Advanced Certificate Builder, crafted for enhanced speed, flexibility, and professional-grade design. This powerful tool has been rebuilt from the ground up, offering features that make certificate creation smoother and more efficient than ever.

Introducing Dedicated Sending Domains for Your Calendar Emails

Calendar Dedicated Sending Domains Now Available We’re excited to introduce the ability to assign dedicated sending domains specifically for your Calendar emails. This new enhancement provides better control over your appointment-related email deliverability, enhancing the way you manage client communications.

Mailchimp Template Import Simplifies Your Email Design Process

Mailchimp Design Editor Template Import: Streamline Your Email Marketing We are thrilled to announce a new feature that will significantly enhance your email marketing strategy — the ability to import Mailchimp templates directly into our design editor. This new functionality aims to simplify your editing process and make it more accessible.

Introducing the New Forms & Surveys Section in Funnel and Website Builder

New Forms & Surveys Section in Funnel/Website/Ecomm Builder What’s New We are excited to announce a new Forms & Surveys section has been integrated within the Funnel, Website, and E-commerce Builder. This new addition allows users to create, add, and manage forms or surveys directly, making it more convenient to capture information and engage with your audience.

QR Code Element Integration Now Available in Page Builder

Enhance Your Web Pages with QR Code Integration We’re excited to introduce the new QR code element feature now available in your Page Builder. This update allows seamless integration of QR codes directly onto your web pages, providing a simple way for visitors to connect instantly to any URL by scanning a code with their phone.

Introducing the New Drip Mode Architecture for Enhanced Bulk Actions

Announcing the New Drip Mode Architecture in Bulk Actions We’re excited to unveil the latest enhancements to Drip Mode in Bulk Actions. What’s New in Drip Mode.

Dynamic Custom Value Picker Enhanced with Expanded Field Support

Our existing Dynamic Custom Value picker now supports more field types, including Numeric, Select/Dropdown, and Monetary fields. This means you can now compare or set values using live variables from earlier steps or stored fields—making it easier for you to maintain accurate and dynamic data without the hassle of hard-typing numbers or text.

Enhanced If/Else Action with Dynamic Custom Value Picker Unveiled

This update introduces support for more field types, enhancing your workflows with greater flexibility and dynamic capabilities. Expanded Dynamic Fields Support Our latest enhancement allows you to utilize the existing Dynamic Custom Value picker with additional field types within the If/Else Action: Numeric: Utilize scores and counts dynamically.

Interactive CTA Buttons Launch for WhatsApp Messages

New Feature: Interactive CTA Buttons for WhatsApp Messages We’re excited to introduce the launch of Interactive Call-to-Action (CTA) URL Button Messages for WhatsApp within our automation tools. This new feature is designed to streamline the customer interaction process by replacing long URLs with simple, tappable buttons.

Introducing the Smarter Download Button for Enhanced User Experience

The Download button is now more intuitive, ensuring a better user experience for your customers. Key Highlights Conditional Visibility in Thank You Page The Download button will now only appear if there are files available for the purchased digital item.

Faster and Smoother Courses Preview Experience Enhanced

🚀 Faster & Smoother Courses Preview Experience What’s Improved Great news for course creators and learners. Pages open much quicker now, allowing learners to dive into their content almost instantly.

Enhancing Google Ads with EU Political Ads Compliance

New Update: Google Ads - EU Political Ads Compliance Section We’ve introduced a significant update to the Google Ads campaign builder flow, ensuring it now includes a new EU Political Ads section under the Geographic Location settings. Key Features of the Update: Advertisers must now declare if their campaign includes European Union political ads.

Enhanced Height and Width Controls in Page Builder for Precise Design

Enhance Your Design with New Height & Width Controls for Page Builder Elements We’re excited to announce a new update to the Page Builder that empowers you to have more control over your designs. Now, every element in the Page Builder offers custom height and width adjustments, making it easier than ever to create pixel-perfect layouts.

Notion Automations Now Available for Seamless Workflow Integration

What’s New Triggers New Database Item Updated Database Item Updated Page Actions Create Page / Database Item Update Database Item Add Content to Page Add Comment Archive / Restore Database Item Retrieve Page, Block Children, Database Get Page Comments Find Page / Database Item Find or Create Database Item / Comment Note Triggers for Notion run on a 5-minute polling cycle, ensuring regular updat…

Airtable Integration Enhances Workflow Automation with New Actions and Triggers

Airtable – New Actions & Triggers in Workflows What’s New Exciting news for users seeking a streamlined workflow – you can now directly connect Airtable to your workflows, allowing for easy creation, update, and synchronization of records without the need for webhooks. Here’s a closer look at the latest additions: Triggers (from Airtable to SMBcrm): New Record: Activate when a new record is add…

Transform ClickUp Integration with New Workflow Capabilities

ClickUp Integration: New Actions & Triggers in Workflows We’re excited to announce new capabilities within our platform that allow you to connect ClickUp directly inside Workflows. Now you can transform CRM events into tasks, documents, and projects seamlessly, without the need for manual setup or utilizing webhooks.

Automate Google Contacts with New Actions and Triggers in Workflows

Google Contacts – New Actions & Triggers in Workflows What’s New We’re thrilled to announce that you can now automate Google Contacts directly within your workflows. Here’s a brief overview of the newly introduced triggers and actions: New Triggers: New Contact: Initiates a workflow when a new contact is added to Google Contacts.

Introducing the Bubble Style for Radio Buttons and Checkboxes

Discover the New Bubble Style for Radio & Checkbox Elements We are excited to introduce a fresh and modern enhancement in form customization—Bubble Style for radio buttons and checkboxes. You can access this feature in the Options tab for quick adjustments.

Expanding Availability of Global Phone Numbers for Enhanced Communication

Expanding Horizons: Improved Phone Number Coverage for Your Business We’re excited to announce a significant enhancement in phone number availability, offering you the ability to purchase numbers in a broader range of countries and with diverse types. New Markets and Supported Types With the latest update, you can now acquire phone numbers from the following new countries: Argentina 🇦🇷 — Local …

Introducing Bubble Style for Enhanced Form Elements

What’s New: Bubble Style for Radio & Checkbox Elements We are excited to announce a new design feature that enhances the look and feel of radio buttons and checkboxes in your forms, surveys, and quizzes. Improved User Experience: This design upgrade offers improved clarity and interactivity, leading to a better experience for end-users.

Explore Our Updated Domains Page at SMBcrm

Explore new features that make purchasing a new domain or transferring an existing domain seamless with enhanced clarity and compelling options. A dedicated section now emphasizes the benefits of consolidating domains for simpler management and security, along with clear calls-to-action for purchasing or transferring your domain.

Introducing Geographic Analytics for In-Depth State and City Insights

Explore Geographic Analytics (State & City Drilldown) Enhance the precision of your data analysis with our newly introduced Geographic Analytics feature. Key Features Geographic Dropdown: Seamlessly switch between Country, State, and City views using a simple dropdown menu.

Enhanced Error Highlighting for More Efficient Workflow Building

Key Updates: Targeted Error Indicators: Error highlights will now appear exclusively for those items that truly require your attention, ensuring a more precise workflow setup. Clearer Trigger Status: There is now a more distinct separation between configured and unconfigured triggers, allowing for quicker identification and resolution.

Control Your Compliance: New Opt-Out Flexibility in Messaging

With our latest update, we’ve added flexibility, giving you the reins to control how and when these features are used. This update allows you to tailor compliance to the specific needs of each client, providing a simple on/off setting to enable or disable the periodic opt-out feature without enforcing it across the platform.

Customizable Message Fields for Enhanced Privacy in Chat Widgets

Our chat widgets, spanning platforms such as WhatsApp, Email/SMS, All in One, and Voice AI, now include a mandatory pre-filled message field. This feature: Comes with a default message like “I want to know more,” which can be fully customized to suit your needs.

Enhanced User Experience with Dismissible Missing Info Alerts

We’re excited to announce the new ability to dismiss “Missing Info” alerts on entity profiles for fields that are not applicable to your business, such as TikTok URLs and YouTube pages. This new feature makes your user experience cleaner, more personalized, and more accurate.

Introducing the Traffic Source Analytics Feature for Enhanced Web Traffic Insights

Our newly launched Traffic Source Analytics feature is designed to enhance your understanding of web traffic, helping you make informed decisions to drive growth. Channel Breakdown Visualization With the Channel Breakdown feature, gain a visual representation of your daily traffic derived from Organic Search, Paid Search, Direct, Referral, and other sources.

Voice Integrity Tooltip for Unanswered Calls Boosting Outbound Call Answer Rates Improving the answer rates for outbound calls is now more achievable with our latest feature enhancement. When you make a call from our web dialer and it is not answered, you’ll see a new tooltip encouraging you to register your numbers for Voice Integrity.

Enhanced Email and SMS Stats UI Unveiled for Improved Clarity and Readability

The updated design aligns with our commitment to provide you with an intuitive and streamlined user experience. Key Updates Numbers First: Your metrics are now prominently displayed at the top with corresponding labels underneath.

Streamlined Google Connection With Enhanced Permissions Management

With Google’s updated OAuth flow providing the flexibility to select permissions, users sometimes leave essential permissions ungranted, leading to functionality issues. This enhancement ensures seamless operation for all connected features.

Streamlined Workflows Now Possible With Contactless Task Creation

You can now create tasks without needing a contact in our task management system. This enhancement allows the ‘Add Task’ action to generate standalone tasks, even when a contact is not present in the workflow.

Customizable Countdown Timer Labels Now Available

Countdown Timer Labels Update Customize Your Countdown Timer Labels for a Personalized Experience We’re excited to announce a new update to our platform—fully customizable countdown timer labels. Key Features: Editable Labels for Timers: Now, you have the freedom to edit countdown timer labels to align perfectly with your campaign style and tone.

Effortless Note-Taking Now Available on Active Calls

Improved Functionality for Seamless Communication Previously, users experienced difficulties with the notes functionality while on an active call. This feature enhancement boosts productivity and ensures critical information is not lost during calls.

Ad Manager Introduces Image Assets for Enhanced Google Ad Campaigns

Ad Manager: Image Assets for Google Ad Campaigns Unlock Enhanced Visual Appeal in Google Search Ads We’re excited to announce a new feature that enables you to add image assets to your Google Search Ad campaigns. This addition allows your ads to stand out on Google surfaces such as Search, Display, and YouTube by incorporating compelling visual elements to capture attention and potentially impr…

Contactless Triggers Enhance Internal Notifications

Internal Notifications: Contactless Triggers Support Enhance Workflow Communication with Contactless Triggers Internal Notifications (in-app, email, SMS) now operate seamlessly even when no contact is enrolled in a workflow.

Enhanced Website Hosting Audit Now in Marketing Audit Reports

Introducing the Enhanced Website Hosting Audit in Marketing Audit Reports Your Marketing Audit Reports are now more adaptable and precise than ever before. What’s New Beyond WordPress Previously, our audit reports focused solely on WordPress.

Streamline Your Workflow With New Calendly Integration Update

Enhance Your Scheduling With Updated Calendly Integration We’re thrilled to share an exciting improvement to our Calendly integration, designed to make your scheduling and calendar management even more seamless—especially beneficial for those managing multiple locations or accounts. Cross-Account Support for Calendly In this latest enhancement, users can now connect a single Calendly account ac…

Enhancements to Streamline Service Management

Exciting Updates to Enhance Your Service Management We’ve rolled out several new features to improve your experience in managing services and appointments. Here’s what’s new: Duplicate Appointments A new “Duplicate Appointment” button has been added to the appointment modal.

This enhanced navigation is currently available as a beta release, allowing you to try it out, streamline your operations, and provide valuable feedback for improvement. What’s New in the Navigation.

Introducing Newsletters for Communities Empowering Engagement and Connection

Introducing Newsletters for Communities Highlight your community’s top content and events with our newly launched Newsletters feature. What’s Inside Every Newsletter Active Threads: Keep the conversation going by showing members the last post they engaged with, along with the freshest replies from the community.

Advanced Video Customization Now Available in Page Builder

These new controls allow users to adjust video style and playback seamlessly, ensuring your audience has an engaging and accessible experience. What’s New Improved Video UI: Enjoy a sleeker, more intuitive player interface that enhances user interaction.

New Features Enhance QR Code Management with Bulk Actions and More

Enhance Your QR Code Management with New Features Elevate your QR Code management experience with our latest feature upgrades. Discover how these new tools can bring efficiency and convenience to your workflow.

LinkedIn Ads Now Integrated in Ad Manager

This new feature allows you to seamlessly connect your LinkedIn Ad Accounts and create both Lead Generation and Website Traffic campaigns directly within our platform. With this integration, you now have the power to manage advertising on three key platforms—Google, Meta, and LinkedIn—all in a single, streamlined interface.

New Regional Ad Restrictions and Enhanced “Get Offer” CTA for Meta Lead Gen Ads

To help you navigate these complexities and avoid campaign failures, our system now features clear error messaging. This feature enables advertisers to highlight promotions or discounts directly within the ad, increasing engagement and enhancing conversion potential.

Chat Widget Update: Custom AI Agent Name & Call Recording Notice Discover the Latest Enhancements We’re excited to share two new updates in the Chat Widget builder that enhance both customization and transparency for your users. Custom AI Agent Name You can now set a personalized Voice AI Agent Name directly from the Chat Widget builder.

October 2025

Streamline Calendar Setup with Auto-Generated Slugs

This feature makes setting up calendars faster and smoother by automatically generating a unique slug based on the calendar name.

Recurring Webinar Settings Streamline Your Scheduling

Introducing Recurring Webinar Settings We’re thrilled to announce a new feature that simplifies webinar management: Recurring Webinar Settings. Now, you can easily schedule webinars to recur on an ongoing basis without needing to manually duplicate your efforts each time.

Calendar View Enhancements Now Live in LABS

This new design is tailored specifically for you and is currently live via LABS. What’s New Dedicated Views by Scheduling Types Meetings: Includes all existing calendar types such as personal, round-robin, collective, class, service calendars v1, and service menu.

Introducing 3D Secure for NMI and Square Payments

3D Secure was already a part of our supported features on platforms like Stripe and Custom Providers.

Boost Productivity with Element and Slide Cloning in Form Builder

This feature allows you to seamlessly duplicate form elements and survey/quiz slides, eliminating the need to rebuild them from scratch. What’s New 📋 Clone any form element: Easily duplicate custom fields, text, and image blocks.

Unveiling Enhanced Quizzes with Personality Styles and Rich Editing

Discover the Enhanced Quizzes: Personality Style Quizzes and Editor Upgrade We’re excited to unveil a major upgrade to our Quizzes feature, empowering you with greater control, customization, and creativity in crafting your quizzes. New Features for Personalization and Engagement 🎭 Individual Category Section for Personality-Style Quizzes With our new capability, you can now design personality-…

Enhance Quiz Management with New Builder Features

Enhance Your Quiz Experience with New Features The Quiz Results page has undergone a significant update to make your quiz management experience smoother, more flexible, and ultimately smarter. These new features are designed to give you greater control over how quizzes are structured and scored.

Easily Rename Your WordPress Site from Hosting Dashboard

Edit Your WordPress Site Name Easily We’re excited to share that you can now rename your WordPress site directly from the site info screen in the hosting dashboard. Let’s dive into what’s new.

Texas SMS Safeguard Simplifies Compliance Effortlessly

Texas SMS Safeguard — Simplifying Compliance with One Toggle What It Does We’re excited to introduce a new feature that simplifies compliance for SMS communication. With a single toggle, you can now automatically block marketing and promotional SMS/MMS that are either to Texas recipients or sent from Texas area-code numbers.

Introducing Granular Permissions for Payments Management

Granular Permissions Now Available for Payments Management We’re excited to announce a significant enhancement designed to offer businesses greater control over payment operations. Our updated Roles & Permissions feature now allows you to assign fine-grained permissions specific to various payment-related tasks.

Customize Contact Labels in Email Builder for Enhanced CRM Flexibility

Customize Contact Labels for Enhanced Email Builder Utility We’re thrilled to announce a new level of customization for your CRM experience. You can now personalize contact labels directly in the Email Builder, offering you unprecedented flexibility tailored to your business needs.

Enhance Your Estimates with the Power of Photos

Add Photos in Estimates: A New Way to Enhance Your Client Proposals What’s New. The latest update allows you to enrich each line item on an estimate with up to four photos.

Enhance Your Invoices with Customizable Layouts for a Professional Edge

Customize Your Invoice Layouts for a Professional Touch Our latest feature enhancement brings you the power to customize invoice layouts, allowing you to fully control the look and feel of your invoices. You can now transform your invoices to reflect your brand identity with ease.

Introducing the New Tracking Script Feature for Effortless External Form Submission Capture

Overview We’re excited to introduce the new Tracking Script feature. This powerful update allows you to install a tracking script on any external website, validate the setup, and effortlessly capture external form submissions directly into the platform.

Enhance Your Workflow with AI-Powered Automation

Our new Workflow AI Builder empowers you to effortlessly automate tasks by simply describing your objectives using natural language. This innovative feature leverages AI to construct an entire workflow structure, encompassing triggers, actions, wait times, conditions, and even pre-written content.

Streamlined Quiz Builder with Enhanced Section and Score Control

Key Highlights Section Visibility Panel A new left-side panel in the Quiz Builder now displays all quiz sections. Add Sections with Templates Speed up your quiz creation process by using pre-built templates to add new sections.

Introducing Traffic Source Analytics for In-Depth Visitor Insights

Our latest feature, Traffic Source Analytics, offers a detailed breakdown of your traffic sources, allowing you to compare paid versus organic traffic, track emerging trends over time, and dive into specific days or channels that matter the most to your business. Channel Breakdown at a Glance With a new channel breakdown using stacked bars, you now have the power to visualize your daily traffic…

Introducing Geographic Analytics with State and City Drilldown

Introducing Geographic Analytics with State & City Drilldown Enhance your data insights with our new Geographic Analytics feature, allowing you to drill down into state and city-level data effortlessly.

Enhance Your Google Business Profile with Messaging & Social Channels Unlock new avenues of engagement by linking messaging apps and social media channels directly to your Google Business Profile (GBP). Customers now have even more familiar ways to reach you, paving the path for increased engagement and lead capture.

Enhanced Goal Actions for Streamlined Workflow Automation

What’s New Expanded goal types for greater flexibility. New triggers: “Payment Received” and “Document Status.” A simplified configuration experience.

Introducing Global Custom Colors for Seamless Brand Consistency

New Feature Announcement: Global Custom Colors in Color Picker We’re excited to introduce Global Custom Colors, a powerful new feature that will ensure your brand remains consistent across all platforms. What’s New Add Colors in Global Settings: Easily incorporate your brand’s colors under Brand Boards in Global Settings.

Introducing Google Analytics Widgets for SMBcrm

These new widgets offer agency owners and teams enhanced visibility into website performance, user behavior, and traffic sources. Now, you can access these insights directly from your SMBcrm dashboard, empowering you to better understand your audience, track engagement, and identify top-performing content to inform smarter business decisions.

Discover the Latest Chat Widget Enhancements Elevate your customer interactions with our latest updates to the Chat Widget feature. Here’s a rundown on what’s new and how these changes benefit you: Custom AI Agent Name Introducing the ability to customize your Voice AI Agent Name directly through the Chat Widget builder.

Elevate Your Insights with Custom Objects: Widget Creation Now Available We’re excited to announce a new feature in our dashboard for creating widgets using custom objects.

Enhance Your Dashboard with Powerful Meta Ad Widgets

These new features are designed to help you seamlessly track and analyze ad performance trends, so you can effortlessly monitor paid traffic outcomes at a glance. The dashboard now includes a range of Meta Widgets to provide comprehensive insights into your ad performance.

Announcing Meta Threads Integration in Social Planner We are excited to bring you our latest update—your Social Planner can now seamlessly connect with Meta’s Threads. This integration allows you to connect, create, schedule, and publish posts directly to Threads from within your Social Planner.

New Import Feature Simplifies Affiliate Management and Performance Tracking

Streamline Your Affiliate Management with Our New Import Feature We’re thrilled to announce an exciting new enhancement in our Affiliate Manager that makes managing your affiliate campaigns more efficient than ever. You can now seamlessly import campaigns, affiliates, and commissions directly from FirstPromoter into your Affiliate Manager.

Discover Social Listening in Social Planner We’re thrilled to introduce a game-changing feature in Social Planner—Social Listening. What’s New in Social Listening With this update, you can now: Track Google Trends: See what people are searching for in real-time to tailor your content accordingly.

Now, you can connect your Bluesky account seamlessly and manage your posts directly. This update allows you to create, schedule, and publish your content efficiently, all from within Social Planner, helping you streamline your workflow without the need to switch between different tools.

Enhancements to Custom Objects Now Available for All Plans

Expanded Accessibility Across All Plans Custom Objects are now accessible to all subscription plans, including Starter, Unlimited, and Pro. This increase allows for more comprehensive modeling of your unique business processes.

Discover Enhanced CRM Workflow Actions with New Find Company and Find Object Record Features

Discover the Power of New Workflow Actions: Find Company & Find Object Record Expand the capabilities of your CRM workflows with our enhanced Find Record feature, now allowing more flexibility and automation. This update includes the existing Find Contact and introduces the new Find Company in company-based workflows and Find Object Record in custom object-based workflows.

Transform Your Workflows with New Automation Actions

Enhance Your Automation with New Workflow Actions We’re thrilled to introduce two powerful new workflow actions designed to enhance automation across all workflow types: Contact-based, Company-based, and Custom Object-based workflows. These updates provide added flexibility and efficiency in managing your records and their associations: Add Associated Records to Workflow Remove Associated Recor…

Unlock Seamless Automation with Company-Based Workflows

This new feature enables automation directly within your company records, offering streamlined processes for onboarding, account assignment, and lifecycle management without any manual intervention. What’s New Company-Based Workflows With our new update, you can now initiate workflows where the Company itself is the enrolled entity.

Introducing the Between Operator for Enhanced Workflow Precision

This feature allows you to effortlessly filter values within a specific numeric range using a two-field input, making your automation processes even more precise. Key Features Simple Range Setting: Easily set minimum and maximum values in two input fields, ensuring precise control over your workflow triggers.

Unlock Workflow Efficiency with Trigger Narration Feature

Discover the New Trigger Narration Feature in Workflows What’s New. This feature displays a simple, readable summary of all filters and conditions directly on the card, allowing you to review, debug, or explain workflows without opening configuration modals.

Seamless Tax Automation Now Available in Mobile App Payments

Automatic Taxes - Mobile App Payments We’re excited to introduce our latest feature update to Mobile App Payments: Automatic Taxes. You can now effortlessly calculate and apply taxes for customers across multiple countries when creating invoices, POS transactions, or estimates.

Introducing the Workflow Scheduler Trigger for Precise Automation

New Workflow Scheduler Trigger: Automate with Precision Effortlessly streamline your automation processes with our new Workflow Scheduler Trigger. This new feature empowers you to trigger workflows according to a set schedule, allowing for incredible flexibility beyond just contact or event-based initiations.

Real-Time Trigger Stats in Workflows Now Available

Enhance Your Workflow with Real-Time Trigger Stats What’s New. You can now view real-time trigger performance directly within your workflows.

New Call Transcript Trigger Automates Workflow Efficiencies

New Trigger: Call Transcript Generated Automate workflows the moment a call transcript is ready with our latest trigger addition. This advancement allows you to initiate downstream actions—such as emailing summaries, updating CRM fields, and creating tasks—immediately after calls across Voice AI, IVR, and normal call systems.

Introducing Unique Fields for Enhanced Data Integrity in Custom Objects

This new feature is designed to enhance data integrity and prevent duplicate entries across your records. What’s New in Custom Object Fields.

Streamline TikTok Engagement with New DMs and Comments Automation

Introducing TikTok DMs and Comments Automation We are thrilled to announce a new feature designed to elevate your digital interaction strategy: TikTok DMs and Comments Automation. This update enables you to seamlessly manage TikTok conversations within your SMBcrm inbox, providing a streamlined process to engage with your audience, automate responses, and enhance lead capture.

Introducing the Workflow Overview Dashboard for Real-Time Automation Insights

Workflow Overview Dashboard: Measure & Monitor Automations Real-Time Visibility into Automation Performance Our latest update introduces the Workflow Overview Dashboard, designed to provide you with real-time insights into your automation’s performance. Key Features: High-Level Summary: Gain insights into total workflows, published workflows, and total enrollments.

Introducing Conversation SLAs for Timely Customer Interaction

Our new Conversation SLAs feature allows you to set response time goals for your team, ensuring timely replies and improved customer satisfaction. Now, you can define clear response expectations across various channels directly within your Conversations inbox.

Unified Search and Improved Organization in Automations Builder Update

Supports over 1,000 actions and triggers across Built-in, Marketplace, and AI categories. Introduced a new popup modal for a streamlined browsing experience.

Introducing Custom Shipping Profiles for Enhanced Flexibility

Key Features Multiple Shipping Profiles Create and Manage: Establish multiple custom shipping profiles tailored to your needs.

Streamline Ecommerce Inventory with Enhanced Bulk Actions

Managing a large catalog of products just became significantly easier with the new Bulk Actions on Inventory feature. Key Highlights Inventory Table Enhancements Tabular View: The inventory table provides a clear and concise view displaying Product, SKU, Available Quantity, Track Inventory, and Continue Selling When Out of Stock.

Enhance Engagement with Comment Management in Social Planner We’re thrilled to bring an exciting feature to your Social Planner toolkit—Comment Management. This new capability enables you to engage with your audience seamlessly by replying to comments directly within Social Planner, eliminating the need to switch between different platforms.

Introducing Email AI Beta for Smarter Email Marketing

With this new feature, crafting professional and on-brand emails is faster and smarter than ever. What’s New AI-Powered Email Creation Harness the power of AI to instantly generate email templates, complete with subject lines and previews.

Introducing the Redesigned Contact Detail Page for a Faster CRM Experience

All-New Contact Detail Page — Faster, Smarter, and Fully Redesigned We’ve completely reimagined the Contact Detail Page to provide a more efficient and powerful experience for managing customer relationships. Let’s dive into what’s new and improved.

Revolutionize Your Incoming Call Management with New Settings Features

Simplifying Incoming Call Settings: A Revolution in Efficiency Understanding and managing incoming calls are now easier than ever. We’ve incorporated several changes aimed at providing our users with intuitive access to their call settings, thanks to the latest updates available in the Labs section.

AI Powered Business Card Scanner Revolutionizes Mobile CRM

What’s New AI-Powered Business Card Scanning: Scan and populate contact details with over 98% accuracy.

Streamline Call Management with Enhanced IVR Transfers

Enhance Your Call Management with IVR Call Transfers What’s Changing We are excited to announce that our latest enhancement now supports IVR call transfers and multiple call transfers. With our new update, you can now reassign calls flexibly and efficiently without interruptions.

Introducing the Voice AI Chat Widget The new Voice AI Chat Widget is here to elevate your online interaction capabilities. Designed for a seamless, real-time browser experience, this voice-first chat widget enables visitors to engage naturally with an AI agent directly through the chat interface.

Introducing Custom Values Support with LC Plugin for WordPress

This new update simplifies the process of personalizing WordPress pages, posts, and builder blocks, making it seamless and efficient without the need for coding expertise. What’s New Native Sync with Your CRM Seamlessly connect your WordPress site to an account and sync all available custom values, both default and user-defined.

Introducing Auto Save for Effortless Workflow Building

Workflow Builder: Seamless Auto Save Feature Enhance your workflow editing experience with the new Auto Save feature in our Workflow Builder. This innovative feature streamlines your workflow creation process, allowing you to build faster and smarter with confidence.

Streamline Automations with Typeform Integration in Workflows

Typeform - Actions & Triggers in Workflows What’s New We’re excited to announce the integration of Typeform actions and an instant trigger into Workflows. Now, you can start automations as soon as a Typeform response comes in, manage Typeform forms directly within Workflows, and streamline operations like lead capture, onboarding, and feedback automation.

Enhance Project Management Efficiency with Basecamp Workflow Integration

Streamline Your Project Management with New Basecamp Actions & Triggers in Workflows You can now enhance your project management efficiency with direct Basecamp connectivity in your workflows. What’s New Triggers (Basecamp to SMBcrm): New To-do New Comment Added New Document New Activity New Message Posted New To-do List Actions (SMBcrm to Basecamp): Create Project Create To-do List Create To-d…

Introducing Attachments in Live Chat Widgets Enhancing customer interactions just became significantly easier with the latest feature in Live Chat. Now, you can share files directly within the Chat Widget, providing a more seamless communication channel between you and your clients.

Introducing Quiet Hours for Outbound Calls: A Mindful Approach to Customer Outreach

Quiet Hours for Outbound Calls Now Available Be Considerate with Your Outreach Starting from September 10, 2025, SMBcrm introduces a mindful approach to customer outreach with the new quiet hours feature for outbound calls. Key Features of Quiet Hours Quiet-Hours Prompt: When making outbound calls from the web dialer, if you attempt to reach a contact outside of professional hours (before 8am o…

Introducing the Advanced Builder for Effortless Workflow Design

Introducing the Advanced Builder: A New Era for Workflow Design We’re excited to announce the launch of our new Advanced Builder for Workflows, a groundbreaking enhancement that redefines how you design and deploy automations. The Advanced Builder allows users to drag, drop, and construct workflows across a visual open canvas, enabling the creation of multiple trigger paths and complex logic, a…

Elevate Your Dashboards with Custom Object Widgets Now Available

Enhance Your Dashboards with Custom Object Widgets Custom Object widget creation is now live in Dashboards. This exciting feature empowers users by enabling the creation of object-specific widgets, allowing for customized data association and better insights.

Unlock Rich Text Editing in Notes and Task Descriptions on SMBcrm

Enhanced Notes & Task Descriptions with Rich Text Editing We’re thrilled to announce a new update that will make your documentation clearer and more structured across the SMBcrm platform. The introduction of Rich Text Editing to Notes and Task Descriptions means you can now format your content with more precision and clarity.

Native Form Support for Custom and Company Object Fields Now Live

You can now natively capture Custom Object and Company Object data directly within Forms, Surveys, and Quizzes. What’s New Native Integration Effortlessly add fields from Custom Objects and the Company Object directly into your Forms, Surveys, or Quizzes, enhancing your data entry workflows.

Discover New Breadcrumbing Features in Ad Manager x WhatsApp & Social Planner Our latest update introduces streamlined tools to enhance your ad creation process directly within WhatsApp and the Social Planner. Key Features of the Update Inline Ad Creation - We have introduced breadcrumbing for ad creation within WhatsApp and Social Planner.

Elevate Your Business Strategy with Competitor Analysis

This feature is crafted to give you an advantage in understanding your market position and enhancing your reputation management strategy. Key Capabilities Competitor Positioning Grid Explore your competitive landscape with the Competitor Positioning Grid, which allows you to understand strengths and weaknesses through key themes.

Boost Efficiency with New Reviews AI Features at Reduced Costs

Enhance Your Review Management with Enhanced Reviews AI Features We’ve just revamped our Reviews AI tool to bring you more capabilities at a significantly reduced cost. Now, managing AI-driven review processes is easier and more affordable than ever.

Pause Workflow Actions for Flexible Management in Advanced Builder

Advanced Builder: Pause Workflow Actions Experience Greater Flexibility and Ease in Workflow Management We are excited to announce a new feature that enhances your workflow management experience in the Advanced Builder. Users can now enable or disable any action within a workflow without the need to delete it.

Introducing Go-To Connections for Seamless Workflow Automation

Advanced Automation: Introducing Go-To Connections for Triggers Streamline Workflow Entry Paths With the latest enhancement to our Advanced Builder, you can now define a start action for each trigger in your workflows.

Introducing De-Linked Nodes for Streamlined Workflow Creation

Advanced Builder: De-Linked Nodes for Workflows What’s New. We’re excited to introduce an innovative feature within our Advanced Builder – De-Linked Nodes for Workflows.

Introducing Workflow Switcher for Seamless Automation Management

Introducing the Workflow Switcher: Streamline Your Automation Process What’s New. This feature allows users to jump seamlessly between workflows without exiting the builder, making it simple to compare, edit, and reuse steps across various workflows.

Boost Your Efficiency with Advanced Builder Keyboard Shortcuts

Advanced Builder: Level Up Your Workflow Efficiency with Keyboard Shortcuts Work Faster with Ease Streamline your workflow creation process with our latest feature: a comprehensive set of keyboard shortcuts now available in Advanced Builder. Why You’ll Love This Feature Increased Speed: Minimize mouse use and navigate seamlessly throughout your builds.

Advanced Builder UX Upgrades Enhance Workflow Management

These new features aim to improve your productivity and streamline your workflow optimization in SMBcrm. Stats Mode (Refreshed UI) The new Stats Mode offers a refreshed and clean user interface to make monitoring your workflow performance more intuitive.

Address Auto-Complete Now Free for All Users in Forms & Surveys

Address Auto-Complete Now Free in Forms & Surveys We’ve unlocked Address Auto-Complete for all accounts in Forms and Surveys — at no cost and with unlimited usage. 🎉 What’s New Free for all accounts: Previously a paid feature, Address Auto-Complete is now included with no pricing limits.

Conversations AI Now Supports Image-Based Interactions

Conversations AI Can Now Understand and Respond to Images We’re excited to announce a major enhancement in Conversations AI, now equipped with the capability to interpret and respond to images shared by users. Image Recognition Powered Conversations Conversations AI is now enhanced with image recognition capabilities.

Refreshed Manual Actions Page: Faster and Clearer The latest update introduces a refreshed Manual Actions page designed to enhance user experience with improved clarity and speed. Here’s how the new changes benefit your workflow and collaboration efforts.

Snippets Page Refreshed for Enhanced Accessibility and Seamless Collaboration

What’s New Redesigned Interface: Enjoy improved readability and navigation with a modernized layout. You can enable this feature by turning on “Design Overhaul - Snippets, Trigger Links, Manual Actions, Manage Scoring” from Labs.

Refreshed Trigger Links Page for a Faster and Cleaner Experience

Discover a Refreshed Trigger Links Page for a Faster, Cleaner Experience The Trigger Links page within Conversations has been upgraded with a redesigned layout, improved loading speed, and a more intuitive user interface. What’s New Redesigned Interface: The new, modern layout streamlines the experience, making it easier and faster to browse and manage your trigger links.

Conversations Manage Scoring Page Updated for Streamlined User Experience

What’s New Redesigned Layout Our redesigned interface offers a simplified and modern aesthetic that enhances readability and navigation. This improved layout allows you to review and adjust scoring rules more effectively, streamlining your workflow.

New Conversations Experience Delivers Speed and Usability Redesign

New Conversations Experience: A Complete Redesign Built for Speed, Clarity, and Control 🚀 The Conversations module has undergone a transformative redesign to provide a faster, cleaner, and more intuitive experience. What’s New in the Conversations Module Completely Redesigned Interface: The refreshed interface now offers greater clarity and structure for every interaction.

Introducing the Template Library for Custom Email Creation

Template Library Integration: Create Emails Your Way We’ve made it easier than ever to build and send emails with our latest feature release. You now have the flexibility to start from scratch or take advantage of our new Template Library, designed to streamline your email marketing efforts.

Customize Your CRM with Renaming Standard Objects Feature

Rename Standard CRM Objects We’re excited to announce a new feature enhancement that allows admins to customize CRM object names to better align with your unique business language. Key Features of This Update Custom Naming for Standard Objects: You can now rename standard CRM objects like ‘Contacts’, ‘Opportunities’, and ‘Companies’ to any names you prefer.

Enhanced Voicemail Management Unveiled in SMBcrm Dialer

This new feature aims to streamline how you manage voicemails, offering easy access to messages with searchable lists, playable audio, transcriptions, and one-click follow-ups. What’s New Voicemail Organization: For Me: View voicemails directed specifically at you.

Introducing SmartLists 2.0 and Enhanced List View for Improved CRM Efficiency

Experience improved Filters, Sorting, and Field Management across your CRM modules designed to save time while making your workflow more efficient. With our new update, column layouts, filters, and sorting now remember your setup, ensuring a consistent experience each time you access your accounts.

Unlock Seamless Ecommerce Growth with Printify Integration

Elevate Your Ecommerce Experience with Printify Integration We are thrilled to announce the new Printify Integration for Ecommerce Stores, empowering merchants with seamless capabilities to design, sell, and ship products from the largest print-on-demand catalog in the industry. Key Features Seamless Product Import & Sync Effortlessly import products from Printify into your Ecommerce store.

Introducing Manual and Smart Collections for Better Product Organization

Discover Manual & Smart Collections for Enhanced Product Organization We are thrilled to unveil our latest feature: Manual & Smart Collections for stores. Using this feature, store owners can now choose between Manual Collections (hand-picked products) and Smart Collections (rule-based logic).

Effortless Outreach with Voice AI Outbound Calling

Voice AI Outbound Calling: Reach Leads in Seconds What’s New Your AI agents now have the power to place outbound calls automatically. How It Works Enable Outbound Calling: Activate this feature through Voice AI.

Conversation AI V3 Launches with Innovative Flow-Based Builder

Discover Conversation AI V3: Flow-Based Builder We are excited to announce our latest release: Conversation AI V3 with the all-new Flow-Based Builder. The Next Generation of Chatbots With our Flow-Based Builder, you now have access to: A visual flow experience that maps customer journeys intuitively.

WhatsApp Notification Integration for Calendars Now Live

WhatsApp Notifications Now Available for Calendars Overview We’re excited to introduce WhatsApp as a new notification channel for calendars. Key Features WhatsApp Support for Calendar Notifications WhatsApp can now be used for various calendar event types.

Introducing Service-Level Forms and Enhanced Booking Flexibility

Discover New Features with Service-Level Forms and Enhanced Free Slots In our continuous journey to enhance user experience and service efficiency, we’re excited to introduce our latest updates: Service-Level Forms and Enhanced Free Slots for Connected Services. These features are designed to streamline booking processes and provide greater flexibility for both service providers and customers.

Enhance Your Booking Experience with New Service Features

New Features & Improvements to Services We’re thrilled to announce some fresh updates to our Services, inspired by your valuable feedback. Hide Payment Amount You now have the option to hide the service amount in the booking widget when using ‘Pay in Person’ or ‘Card on File’ payment methods.

Simplify Your Calendar Management with New Schedules Feature

Previously, configuring availability was a fragmented process; now, you can define availability once in a reusable schedule and apply it across multiple calendars. Centralized Availability Management: Availability is now managed from the new Schedules section, where users can create, manage, and assign availability schedules for all staff members.

Introducing SMS Notifications for Enhanced Appointment Communication

Overview You can now send SMS notifications for calendar and service appointments — offering you greater flexibility in communicating confirmations, reminders, and updates. SMS Support for Key Event Types You can now send SMS notifications for all appointment events — Unconfirmed, Confirmed, Canceled, Rescheduled, Reminder, and Follow-up — across both Calendars and Services.

Fully Customizable Notifications Enhance Service Management

Fully Customizable Notifications Now Available in Services We are excited to share a significant update within our Services feature, currently in Private Beta. You can now enjoy fully customizable email and in-app notifications, providing you with enhanced control over how and when your customers and team members receive updates throughout the booking process.

New Pre-Made Badges Available for Seamless Recognition

New Pre-Made Badges Added to the Library We are delighted to introduce a new set of pre-made badges to our library, designed to help you easily thank and recognize your members during meaningful moments. You can now award badges for achievements such as: Submitting a form or survey – Show appreciation when someone takes the time to respond.

Enhance Mobile Communication with Multi-Location Incoming Calls

Specifically designed for teams managing multiple accounts, this feature ensures that no lead is ever missed, regardless of which account you are currently engaged in. Key Features of Multi-Location Incoming Calls Opt-In Multi-Location Ringing: Receive calls from up to 10 selected locations directly on your mobile app, no matter the account you are currently using.

Local Presence Dialing Elevates Mobile App Connectivity

Mobile App: Local Presence Dialing We’re thrilled to introduce Local Presence Dialing in our Mobile App, a new way to enhance your communication strategy by automatically calling contacts using numbers from their local area code. Enhanced Management: Seamlessly manage outbound numbers with the updated number picker.

Effortless Recurring Appointments Now on Mobile

Mobile App Update: Effortless Recurring Appointments in Calendars We’re thrilled to announce an enhanced feature for our mobile app that will transform your scheduling capabilities. You can now effortlessly set up, manage, and personalize recurring appointments right from your Schedule Appointment screen.

Unveiling the All-New Mobile App Experience for Enhanced Business Efficiency

Introducing the All-New Mobile App Experience We’re excited to unveil our newly revamped mobile experience, designed to make managing your business on-the-go both efficient and enjoyable. From intuitive navigation to enhanced feature accessibility, this redesign is tailored to streamline your workflows and elevate productivity wherever and whenever you need it.

Admin Team Order Alerts Now Available

Admin Team Notifications for Store Order Placement Efficient order processing is now at your fingertips with our latest feature update, designed to keep store admins in the loop every time an order is placed. Admin team members can now receive immediate order confirmation alerts via Email or SMS, ensuring faster acknowledgment and processing.

Conversations AI Now Supports Audio Message Interactions

Conversations AI Now Responds to Audio Messages We’re thrilled to present a significant enhancement in our Conversations AI capabilities. Users can now engage more naturally as Conversations AI listens to and responds to audio messages across various platforms.

Introducing Multiple Calendar Support for Streamlined Appointment Booking

Introducing Multiple Calendars Support for Appointment Booking We’re thrilled to announce a significant enhancement to our appointment scheduling capabilities — your prompt-based bots can now book appointments across multiple calendars efficiently. This new feature enables intelligent detection and automatic selection of the appropriate calendar, making scheduling smarter, faster, and more reli…

PayPal Now Supported for Calendar Transactions on SMBcrm

PayPal Support for Calendars We’re thrilled to share that PayPal is now a supported payment provider for calendar transactions on SMBcrm. This new feature allows you to collect payments effortlessly from your clients using PayPal, enhancing your booking process.

Optimized Pricing Flexibility with New Taxes and Fees Configuration for Services v2

You can now configure Taxes and Processing (Miscellaneous) Fees for Services (v2). Processing Fees / Miscellaneous Charges (Services v2) In our latest advancement, you now have the option to add Miscellaneous Charges to Services (v2).

Knowledge Base Expands Support for PDF DOC Rich Text Formats

Enhance Your Knowledge Hub: Now Supporting PDF, DOC, and Rich Text Formats Elevate your team’s efficiency with the latest enhancement to our Knowledge Base. These updates are set to streamline your knowledge management process, aiding in better training and support outcomes.

Auto-Refresh Your Bot Training URLs with Ease

AI Knowledge Base - Auto-Refresh for Bot Training URLs Keep your knowledge base always up-to-date with our latest enhancement: Auto-Refresh for Bot Training URLs. This powerful feature ensures your external content is consistently current, eliminating the need for manual updates, and keeping your bots accurate at all times.

AI Knowledge Base Enhanced Web Crawler Unleashed

Exciting Update: AI Knowledge Base - Enhanced Web Crawler Your AI Bot just received a significant intelligence boost with our latest enhancement to the web crawler. This update allows the crawler to automatically discover and extract content hidden in accordions, tabs, modals, and dynamic sections—capturing 30-50% more training data from any website, including modern React, Vue, and Angular app…

Unleash Powerful Funnel and Website Creation with Our New AI Tool

Introducing Brand New Funnel & Website AI We are excited to unveil a revolutionary way to build high-converting funnels and websites using our new AI-powered solution. This innovative tool enables you to create comprehensive pages with intelligent layouts, on-brand copy, and visuals in minutes.

Redesigned Ask AI for a Smoother and Smarter Experience

A Fresh New Ask AI Experience Note: AskAI is only available to Employee AI subscribers at this time and is in beta. We’re thrilled to share our latest update to the Ask AI feature.

Venmo Joins PayPal Checkout for Seamless Payments

Venmo Now Supported as a Payment Option via PayPal Integration Venmo Enhances Your Payment Options We are pleased to announce that Venmo is now available as an additional payment method alongside PayPal and PayPal Pay Later.

Smarter Search in Page Builder for Enhanced Efficiency

Improved Search in Page Builder. Elevate Your Page Building Experience We’re excited to share that our Quick Add search in the Page Builder is now smarter and more intuitive than ever.

Exciting Update: Notification Sound Option in Chat Widget What’s New. By default, this feature is enabled, ensuring that your website visitors receive audio notifications for new messages.

Go Live Feature Revolutionizes Community Engagement with Real-Time Interaction

Introducing the Go Live Feature for Communities We’re thrilled to introduce the Go Live feature — a dynamic way for community admins to directly engage with members through live video, audio, and chat. What’s New in Go Live.

Enhance Review Requests with Image Attachments

Enable Image Attachments in Review Requests Enhance Your Review Requests with Image Attachments We’re excited to announce a new feature that allows users to attach images to review requests, significantly enhancing personalization and engagement. This feature is especially beneficial for field service teams who want to share real, job-specific visuals with their clients.

Enhanced Audience Segments in Ad Manager for Google Ads

Enhanced Audience Management with Ad Manager – Audience Segments for Google Ads Improved Audience Reach and Campaign Performance We are excited to announce that our Ad Manager now supports Google Audience Segments, allowing users to seamlessly create, manage, and target audiences within the platform. This update introduces a comprehensive solution for audience management—from segment creation i…

Introducing Image-Driven AI Page Revisions for Enhanced Design Precision

Overview Our latest enhancement to the AI Page Revision feature empowers users to improve their design and layout preferences by allowing direct attachment of images within Chat Mode. What’s New Design from Images Attach Visuals: Upload screenshots, mockups, or design references during revisions to provide clear guidance on your preferences.

Discover the New Courses Dashboard Powered by ClickHouse for High-Speed Insights

Discover the New Courses Dashboard — Faster, Smarter & ClickHouse-Powered We’re excited to unveil the New Courses Dashboard, designed to revolutionize how creators manage and analyze their course performance. This updated dashboard combines sleek design with high-speed performance, providing essential insights at an accelerated pace.

Transform Your Course Creation with Our Revamped Module

Experience the New Course Creation Transformation Our Course Creation Module has undergone a complete transformation, offering a redesigned UI for a streamlined and efficient user experience. How to Enable the New Experience Activating the new Course Creation experience is simple: Navigate to Settings Go to Labs Toggle on “Courses Studio 2.0 — A New Course Creation Experience” What’s New Modern…

AI Knowledge Base Unveils Table Support with CSV and Excel Integration

AI Knowledge Base: Enhanced Support for Tables Your Knowledge Base experience is getting even smarter. You can now seamlessly integrate structured data such as CSV and Excel files, allowing agents to search and retrieve information from tables using intuitive natural language queries.

Enhanced Default Styling for a Streamlined Page Builder Experience

Enhance Your Design with Updated Default Styling in Page Builder We are excited to announce an updated default styling feature for the elements within our Page Builder. What’s New Typography: Both Headline and Content fonts have been standardized to Inter, providing a cohesive and clean appearance across all text elements.

November 2025

WhatsApp Business Update Enhancing AI Compliance and Data Security

Key Highlights of the Update The updated terms primarily impose restrictions on external large language model (LLM) providers such as OpenAI, Anthropic, or Perplexity from utilizing WhatsApp message data for AI model training or analysis. Commitment to Compliance Rest assured, our platform’s AI systems operate strictly within our infrastructure and align with these new regulatory standards.

Upgrade to Superior Uptime and Reliability with New Hosting Infrastructure

What’s New Edge Caching with Stale Cache Strategy: Pages are stored across Cloudflare’s global network, ensuring they continue to load even during backend outages by using a stale cache fallback. Cloudflare Always Online: In instances where Cloudflare may not be available, an archived version of your page from the Wayback Machine will be displayed instead of an error page.

WhatsApp Coexistence Global Expansion Now Available

Now, businesses using our CRM can connect their existing WhatsApp Business App—including those registered with Indian phone numbers—and benefit from dual-platform messaging without interruption or ban risk. This feature expands the capabilities of your existing WhatsApp Business App, offering benefits such as bulk messaging, automations, and analytics, all while ensuring seamless chat continuity.

Transform Your Data Analysis with Dashboard Summary AI

Transform Your Data Analysis with Dashboard Summary AI NOTE: This Feature is currently available only for Employee AI Subscribers. We’ve reimagined your dashboard experience with our latest feature, Dashboard Summary AI.

Integrate Custom Agents with Ask AI for Enhanced Automation

Bring Your Custom Agents Into Ask AI Note: Currently only available to Employee AI Subscribers Ask AI just got a significant upgrade. Our platform now allows you to integrate your custom-made agents from Agent Studio directly into Ask AI.

YouTube Auto Token Refresh: Enhancing Your Social Planner Experience What’s New in Social Planner We are thrilled to announce an improvement in our Social Planner tool that streamlines your YouTube integration. Key Highlights No More 30-Day Expiry: Your YouTube connection will now stay active long-term.

Streamlining Your Social Planning with Auto-Loaded Community Users What’s New in Social Planner We are excited to introduce an enhancement designed to make your experience with our Social Planner more seamless and efficient. Community users will now load automatically by default within the Post Composer, RSS Feed, and Community Settings.

Location-Wide Trashed Items Access for Enhanced Collaboration

Now, all users within the same location can view and restore any items that have been moved to the trash, regardless of who originally deleted them. Current System Updates Enhanced Access for Users Shared Access Across Locations: Any user logged into a particular location can now view and retrieve trashed items, making collaboration more seamless.

Countdown Timers Now Available in WhatsApp Messages

Exciting Update: Countdown Timers in WhatsApp Messages We are thrilled to introduce a new feature that will add a creative flair to your marketing campaigns—Countdown Timers in WhatsApp Messages. This latest enhancement allows you to elevate your messaging strategy by incorporating limited-time offers directly into your WhatsApp communications, creating urgency and driving action.

Map Quiz Results Seamlessly to CRM Custom Fields

Map Quiz Results Directly to CRM Custom Fields Elevate your CRM experience with our latest update that enables seamless mapping of quiz results into contact-level custom fields. Key Highlights Auto-Generated Custom Fields Our new feature automatically creates fields for: Overall Score & Tier Category-wise Scores & Tiers Highest & Lowest Scoring Categories and their Scores Real-Time Field Update…

Streamlined Insert Experience in Funnel AI Copilot Enhances Speed and Design Alignment

Faster and Smarter “Insert” Experience in Funnel AI Copilot We’re excited to announce the latest enhancements to the Insert experience in Funnel AI Copilot, designed to streamline the process of adding new sections to your pages. Whether you’re expanding an “About Us” section, showcasing customer testimonials, or inserting a new call-to-action, Funnel AI Copilot now delivers aesthetically pleas…

Introducing Item Spacing for Enhanced Readability in Bullet Lists and Rich Text

Enhance Text Readability with Item Spacing for Bullet Lists and Rich Text What’s New In our latest update, we’re introducing a convenient feature to help improve the readability and presentation of your text content in the Page Builder. You can now effortlessly adjust the space between items in bullet lists and rich text elements.

Embedded/Inline Voice AI Chat Widget The Voice AI Chat Widget on our platform now supports an exciting Embedded/Inline placement option. This upgrade allows your website’s conversational AI to blend seamlessly into your site’s content for a more natural and immersive experience.

Funnel AI Page Generation Now 2.4x Faster with Enhanced Reliability

Our recent updates have significantly improved speed, reliability, and content quality. Whether you’re working on a single-section page or a full multi-section funnel, you’ll now experience faster and more consistent results.

Customize Event Reminder Emails for Perfect Alignment with Your Brand

Customize Your Event Reminder Emails in Communities We’re excited to announce a new feature that brings more personalization to your Communities. You now have the ability to customize the Event Reminder Emails, ensuring that your reminders align perfectly with your brand’s tone and style.

New Support for Mailto Tel and SMS Links in Funnel Builder

Support for “mailto:”, “tel:”, and “sms:” Links in URL Actions Enhance Your Funnel Interactivity We’re excited to announce a new enhancement to our Funnel Builder that boosts interactivity and facilitates seamless communication. With the latest update, interactive URL actions using mailto:, tel:, and sms: links are now fully supported.

Social Planner Enhances Engagement with Instagram Comment Management Manage Instagram Comments Seamlessly We’re thrilled to announce a new feature in our Social Planner that empowers you to manage Instagram comments directly within the platform. Now, you can engage with your audience, respond to comments, and manage conversations without navigating between tabs.

LeadConnector Plugin Transforms WordPress Integration

Experience Enhanced WordPress Integration with Our Updated Plugin We’re excited to announce a major update to our WordPress LeadConnector Plugin, designed to seamlessly integrate Calendars, Review Widgets, Surveys, and Quizzes directly into your WordPress sites. Expanded Product Support This update enables you to natively embed and manage several key features directly from within your WordPress…

Streamlining Community Management with New Channel Features and Bug Fixes

What’s New Convert Private Channels Back to Public You now have the ability to reverse the process of converting a channel to private within a community group. Move Posts to Private Channels Admins and post authors can now move their posts seamlessly between public and private channels to which they have access.

Simplify Workflow Management with Bulk Operations Feature

Bulk Operations in Workflow List Page: Simplifying Workflow Management Managing multiple workflows and folders at once just got a whole lot easier with our new feature update. What’s New You can now effortlessly select multiple workflows or folders to perform bulk actions directly from the list view.

Enable Seamless Support with Recurring Donations in Forms and Surveys

Recurring Donations Now Supported in Forms and Surveys Overview We are excited to announce that you can now easily enable recurring donations within your forms and surveys. This new feature empowers your supporters to set up automatic donations on a schedule that works for them—whether it be weekly, monthly, or any custom schedule.

Global Font Control for Product Descriptions Now Available

Product Description Font Override for Product Details Page Store owners now have the ability to control the Product Description font style globally from the Builder interface. With the new toggle feature, “Override Product Description Font Style”, you can apply consistent typography across all your products without needing to edit each one individually.

Enhanced Context-Aware Auto Follow-Up for Conversation AI

Smarter & Context-Aware Auto Follow-Up for Conversation AI We’re excited to announce a significant enhancement to the Auto Follow-Up feature within our Conversation AI tool. Enhanced Context Awareness With this update, our bot now intelligently analyzes entire conversations, including the latest messages, to decide whether a scheduled follow-up should be sent or canceled.

Introducing GPT 5 1 for Smarter Workflow Automation in SMBcrm

New GPT 5.1 Model Now Available in Workflow GPT Actions A new AI model option—GPT 5.1—is now available inside the GPT action in SMBcrm workflows. Click the “+” icon to add a new action.

Workflow Builder Header Update Cleaner Handling for Long Workflow Names

The header now adapts to longer names without breaking the layout and gives you an easy way to see the full name when you need it. What’s New in the Workflow Header Dynamic scaling for long names The workflow header now automatically adjusts based on the length of the workflow name.

Revamped Trust Center Streamlines A2P Registration for Faster Approvals

The new guided flow helps you submit accurate information the first time, reducing back-and-forth and potential delays in getting your messaging campaigns approved. This update focuses on cleaner screens, smarter validations, and a new Submission Review step so you can confirm everything before you submit.

Enhanced Undo/Redo System for a Seamless Editing Experience

What’s New and Improved Comprehensive Change Tracking: The Undo/Redo functionality now seamlessly operates across the entire builder. This includes main pages, popups, and even global settings like typography and tracking codes, ensuring a comprehensive editing experience.

Launch of the Featured Product Element for Enhanced Ecommerce Displays

Introducing the Featured Product Element for Ecommerce Stores We are excited to unveil the Featured Product Element, a versatile drag-and-drop component designed to enhance the display of individual product details on your store or website pages. This new feature empowers store owners to spotlight any product, complete with images, variants, price, description, and call-to-action (CTA) options,…

New SEO Pixel Script Enables External Site Optimization

You can now analyze and fix SEO issues on websites that are not built on our platform. This new capability is facilitated through the SEO Pixel Installation Script, connecting your external sites to our comprehensive SEO tool.

Stay Ahead of Disconnections with Smart Calendar and Video Reminder Alerts

To reduce these issues, SMBcrm now gently alerts you when your connected calendar or video conferencing tool disconnects — using a smart reminder cadence that respects your notification preferences and avoids overwhelm. What’s New Automated Reminder Cadence for Disconnections When a connected calendar or video conferencing integration disconnects, SMBcrm now sends a short series of reminders to…

Control Shipping Zones with Precise Zipcode Based Filters

New: Zipcode-Based Shipping Zone Controls for More Precise Delivery Managing shipping costs and delivery coverage is easier when you can control exactly where you ship. SMBcrm now supports zipcode-based filters for shipping zones, giving store owners more granular control over which locations are eligible for specific shipping options.

Introducing the All in One Gift Card System in SMBcrm

End-to-End Gift Card System Now Available in SMBcrm You can now create, sell, send, track, and redeem gift cards directly inside SMBcrm, without relying on external tools or plugins. This update is designed to help you: Add a new revenue stream with minimal setup Simplify customer compensation and rewards Make it easier for customers to gift your products and services Create Fully Customizable …

Apply Processing Fees Seamlessly at Ecommerce Checkout in SMBcrm

Apply Processing Fees Directly at Ecommerce Checkout You can now add a processing fee directly to your Ecommerce store checkout in SMBcrm. What’s New for Ecommerce Stores With this update, store owners can: Add a Processing Fee to Ecommerce checkout flows Have the fee calculated on the total transaction amount: Subtotal – Discounts + Taxes + Shipping Show the fee as a separate line item during …

Introducing Video Testimonials Labs in SMBcrm to Capture and Showcase Customer Reviews

Collect Authentic Video Testimonials Directly Inside SMBcrm (Labs) A new Labs feature is now available in the Reputation area of SMBcrm: Video Testimonials. This gives you a simple way to collect and showcase genuine customer video reviews without asking anyone to install an app or learn a new tool.

Take Full Control of Payment Schedule Received Invoice Notifications in SMBcrm

You can now fully customize, enable, or disable the “Payment Schedule Received” notification so your customers receive exactly the information you want them to see—no more, no less. What’s New in Payment Schedule Notifications Previously, whenever an invoice included installment payments, the “Payment Schedule Received” notification was: Sent automatically Not editable Limited to a generic mess…

Announcing Zero Dollar Estimates for Free and Complimentary Quotes in SMBcrm

Estimates Now Support $0 Total Amount for Free and Complimentary Quotes What’s New You can now create and send estimates in SMBcrm with a total value of $0 (in any supported currency).

Boost Revenue With New One Click Order Upsells in Forms and Surveys

Order Upsells Now Available in Forms and Surveys You can now add order upsells directly inside your funnel forms and surveys, without sending customers to an extra page or asking them to re-enter their details. What You Can Do With Form-Based Upsells You can now: Add an extra product offer in the same funnel step or the next step.

Bulk Action Campaign Updates for Faster Setup Stronger Validation and Clearer Email Performance

What’s New in Bulk Action Campaigns 1. If you’re new to Bulk Action emails, you can start one from the Contacts page by selecting your contacts and clicking Emails.

Cleaner Trigger Names and Hover Preview in Workflow Builder

To improve this, we’ve updated the Workflow Builder interface so long trigger names are easier to read and manage without sacrificing screen space. What’s New in the Workflow Builder Neatly Truncated Trigger Names When a trigger name is too long to fit in the header, it will now be: Cleanly truncated in the Workflow Builder Displayed in a way that keeps your workflow layout easier to scan This …

Introducing the GBP Post Scheduler to Streamline Your Google Business Profile Marketing

Streamline Your Google Business Profile Marketing With the New GBP Post Scheduler Managing your Google Business Profile (GBP) content just became much more efficient. The new GBP Post Scheduler helps you plan, automate, and optimize your Google posts directly from your existing social planning workflow.

Advanced Workflow Builder Update Bulk Actions Selective Formatting and Sticky Notes

All of these enhancements are available in the advanced builder for workflows. Bulk Enable or Disable Selected Nodes You can now enable or disable multiple workflow nodes at once based on your selection.

December 2025

New: Facebook & Instagram Chat Widget Types You can now set up dedicated chat widget types that connect your website visitors directly to Facebook Messenger or Instagram DMs. If you are new to SMBcrm’s tools for capturing and nurturing leads, you can learn more about how our platform supports multi channel engagement on our Capture and Nurture pages.

All in One Chat Widget Now Supports Facebook, Instagram & Voice AI The All in One Chat Widget inside SMBcrm now gives you more control over how visitors connect with your business. You can now include Facebook, Instagram, and Voice AI alongside your existing chat channels, then choose exactly which ones appear in your widget.

Score Editor Upgrade Faster Cursor Control for Precise Scoring Edits

Improved Score Editor Cursor Support for Faster, More Precise Edits The Score Editor has been updated to make editing your scoring expressions more flexible and efficient. With this update, the Score Editor now supports full cursor control, so you can edit any part of an expression directly without extra steps.

More Precise Drag and Drop Control for Forms and Quizzes

Drag and Drop in Forms and Quizzes Now Behaves More Predictably Managing the layout of your forms and quizzes should feel simple and precise. This could lead to: Unexpected changes in field order Extra clicks to fix layouts Confusion when building longer, more complex forms or quizzes What’s Been Fixed Drag and drop behavior in the form and quiz builders has been adjusted so that items now inse…

Single product auto selection streamlines checkout in form builder preview

Streamlined Checkout With Single Product Auto Selection in Form Builder Preview If you use forms to collect payments, a small but meaningful update is now live to reduce friction for your customers during checkout. Previously, when you added just one product to a form, it would still require manual selection in the builder preview.

Add Multiple Terms & Conditions in Surveys and Quizzes You can now add more than one Terms & Conditions (T&C) field to Surveys and Quizzes, just like you already can in Forms. With this update, Surveys and Quizzes now support multiple T&C fields, creating a consistent experience across all builders.

Calendar Services V2 brings complete mobile service booking to SMBcrm

Calendar Services V2 Now Available in the Mobile App Our updated Calendar Services V2 experience is now live in the SMBcrm mobile app, giving you a complete end-to-end service booking workflow from your phone. Service-based teams can now manage multi-service bookings, variations, add-ons, coupons, time availability, and staff-specific pricing without needing to log in on desktop.

SMBcrm Workflow Builder Upgrade Faster Performance Higher Action Limits and Live Action Counter

Whether you are building a simple follow up path or a multi step automation across teams, you should now see a smoother experience as your workflows grow. What’s New In The Workflow Builder Improved performance for large workflows Working inside big automations can sometimes slow things down.

Faster Smarter Workflows with Instant Data Refresh Math Sync and Reliable Task Notifications

Always Get the Latest Contact & Object Data in Workflows What Changed Workflows now refresh contact and custom object details instantly between steps. Previously, if you updated a contact or object inside a workflow and then had a short wait step, the next action could still see old data.

Add Icons To Form Buttons For Clearer Calls To Action In Form Builder

New: Add Icons To Your Form Buttons For Clearer Calls To Action You can now add icons to buttons in the Form Builder, making it easier to create forms that stand out and guide visitors more clearly through your funnels and pages. This update introduces a simple icon picker with a wide selection of Material Symbols that you can search, preview, and apply directly to any button in your forms.

Faster Visual Product Selection for Featured Product and Collections List Elements

Smoother Product Selection for Featured Product & Collection Elements We’ve updated how you connect and manage products and collections inside the funnel and website builder. Instead of digging through side panels or configuration menus, you can now work directly on the canvas for faster, more intuitive setup.

New Course Assessment and Comment Email Alerts for Streamlined SMBcrm Learning

New Course Assessment & Comment Emails For Smoother Online Learning This update adds new automated course emails in SMBcrm so learners and instructors can stay aligned on quizzes, assignments, and course discussions without extra manual follow up. What’s New: 7 Course Email Notifications You can now enable seven new course-related email notifications inside SMBcrm.

Streamlined GPT 5 Workflow Actions With Cleaner Advanced Options

Streamlined GPT Workflow Actions For Newer Models Our workflow builder now provides a cleaner experience when you use the latest GPT 5 model family in your automation. If you rely on AI inside your SMBcrm workflows, this update removes options that are not actually supported by these newer models, so configuration is more straightforward and less confusing.

Build Faster and Stay Consistent With New Universal Elements in the SMBcrm Builder

Build Faster With Universal Elements in the SMBcrm Builder You can now save individual elements like buttons, forms, navigation menus, icons, and more as Universal Elements inside the SMBcrm builder. [caption id=“attachment_64002” align=“alignnone” width=“768”] Universal Elements[/caption] Universal Elements vs Templates When you save an element in the builder, you now have two options: Univers…

Edit Service Appointments Instantly Without Canceling or Rebooking

You can now fully modify unpaid service appointments directly from the edit screen, so you no longer have to cancel and recreate bookings for small changes. What’s New With Service Appointment Editing Edit Unpaid Service Appointments Directly For unpaid appointments, you can now adjust nearly every key detail in one place.

Clearer Event Calendar Setup With Onscreen Guidance in SMBcrm

Clearer Event Calendar Behavior With New Onscreen Guidance Choosing the right calendar type in SMBcrm is easier now that Event Calendars include a short, built‑in explanation of how they behave. What Changed In Event Calendar Setup Upfront helper message on create and edit screens When you create a new Event Calendar or edit an existing one, you will now see a label that calls out important beh…

New SMBcrm Alerts When Meetings Are Missing a Location or Link

Stay Informed When a Meeting Is Missing a Location Overview A new calendar safeguard is now available in SMBcrm to help reduce confusion and missed meetings. Assigned users can now be notified when an appointment is created without a meeting location or meeting link.

Fine Tune Top Margins in SMBcrm Forms Surveys and Quizzes

Easily Adjust Margins in Forms, Surveys, and Quizzes You can now fine-tune the spacing in your forms, surveys, and quizzes directly inside the SMBcrm builder, without touching custom code. What’s New You can now manage top spacing (margins) for your content directly in the builder: New Top Margin controls in the Styles > Layout panel Works across Forms, Surveys, and Quizzes Changes appear insta…

Announcing AI Schedule Personalized Send Times For Higher Email Engagement

AI Schedule is an email timing optimization feature that uses behavioral data to pick the ideal send time for each individual recipient. This feature is especially useful if you are already using SMBcrm to capture leads and nurture them with targeted campaigns.

Cleaner QR Codes With Tighter Logo Padding

Cleaner QR Codes With Reduced Logo Padding QR codes created through SMBcrm now have a more refined, compact look thanks to reduced padding around embedded logos. The updated logo padding: Applies to both new and previously generated QR codes Updates automatically anywhere your QR codes are displayed from SMBcrm Keeps your branding consistent across campaigns If you are using QR codes in funnels…

New Templates To Speed Up Your Websites, Funnels, Social Posts, and Ads A new batch of ready-to-use templates is now available in SMBcrm to help you build pages, launch funnels, publish social content, and run ad campaigns with less manual work. Website Template: Financial We have added 1 new website template for financial businesses.

Track Threads and Bluesky Performance Directly Inside Social Planner Analytics for Threads and Bluesky are now available inside SMBcrm Social Planner. What’s New in Social Planner You can now see: Post volume tracking for Threads and Bluesky Social post performance graphs for both platforms Daily trends for: Posts Impressions Likes Comments Engagement metrics Impressions tracking (Bluesky only)…

Preview Blog Posts With Shareable Draft Links And Accurate Live Layouts

To make that process smoother, SMBcrm now offers an enhanced blog post preview that mirrors the final published version. You can now validate complex designs with confidence and share draft previews for quick approvals, all without publishing the post.

What’s New in Social Planner Watermarks You can now: Upload multiple watermarks and associate one watermark per social account Name and preview each watermark before saving so you know exactly what will appear on your posts Quickly assign a watermark to all social profiles using “Select All” or set unique watermarks for individual accounts Edit or delete existing watermarks at any time, with a …

Automate Inbound DND in SMBcrm Workflows to Cut Spam and Keep Your CRM Clean

Automate Inbound Do Not Disturb (DND) To Cut Down Spam & Noise You can now control Do Not Disturb settings for inbound communication in SMBcrm workflows, not just outbound. What’s New With DND in Workflows Direction Control For DND Triggers And Actions You can now set a communication direction for: Contact DND trigger Enable/Disable DND action Both now include a Direction option so you can spec…

Enhanced CSV Exports in SMBcrm for Cleaner Taxes Clearer Payments and Deeper Product Insights

Enhanced CSV Exports for Transactions, Orders, and Subscriptions Businesses can now access more detailed, consistent, and reliable CSV exports across Transactions, Orders, and Subscriptions in SMBcrm. Clearer Tax Visibility Across All Exports Separate Totals for Inclusive vs Exclusive Taxes The updated CSV exports now provide a clearer breakdown of how taxes are applied: Total Tax Amount (Exclu…

Custom Call Dispositions for Faster Wrap Up Smarter Automation and Clearer Reporting

Call Dispositions: Faster Call Wrap‑Up, Cleaner Follow‑Ups, Better Tracking Our calling tools now include Custom Call Dispositions so your team can quickly choose an outcome for every call and use that choice to drive automation, follow‑ups, and reporting. What’s New Post‑call disposition picker in the Web Dialer After each call in the Web Dialer, agents now see a simple post‑call picker to sel…

Showcase Every Customer Voice With Manual Reviews In SMBcrm Reputation

Manual Reviews in SMBcrm Reputation, now available in Labs, let you bring all that feedback into one place so your online presence reflects the full picture of your customer experience. Add Individual Reviews Manually You can now enter reviews that were collected offline or through unsupported channels and manage them alongside your existing online reviews.

Smarter Styling and Device Specific Controls for Forms Surveys and Quizzes

You can now style content with richer inline tools, set separate design settings for desktop and mobile, and see your changes update in real time. Key Improvements Richer Inline Text Editor for Headings, Text, and TnC Headings, text blocks, and Terms & Conditions fields now support a more capable inline editor so you can adjust content visually without digging through extra menus.

Design Richer On Submit Confirmation Screens With the New SMBcrm Message Editor and Live Preview

You can now design more polished, on-brand confirmation screens with richer formatting, smarter layouts, and a live preview that shows exactly how things will look on your actual form. Key Improvements To Your “On Submit” Messages Rich Text Editor For Clearer, On-Brand Messages The “On Submit” editor now includes built-in rich text controls, so you can style your confirmation message without ex…

Improved Copy and Paste for Workflow Actions in SMBcrm

What’s Improved Visual Paste Guides After you copy a workflow action, you’ll now see clear visual cues (including a subtle glowing animation) that show exactly where you can paste that action. Quick Re-paste If you need to paste the same action multiple times, you can now re-paste without copying again.

Instagram Reels Share to Feed Toggle Is Now Available in SMBcrm Social Planner SMBcrm Social Planner now includes a new Share to Feed toggle for Instagram Reels, giving you more control over where each Reel appears on your Instagram profile. Instead of every Reel automatically showing in both places, you can now choose whether a Reel shows on your Instagram Feed and Reels tab or only on the Ree…

Workflows Landing Page Update Easier First Time Setup With AI Builder and Templates

Workflows Landing Page: Improved First-Time Setup Experience Getting started with automations should feel straightforward, especially the first time you open Workflows. We’ve refreshed the Workflows landing page to help new users move from “not sure where to begin” to building a working automation faster.

Workflow Switcher Updates: Same-Tab Navigation, Faster Performance, and Better Workflow Management The Workflow Switcher in SMBcrm has been updated to make it quicker to move between workflows and easier to manage them without breaking your focus. What’s new: navigation and performance improvements Same-tab switching (less tab clutter) When you select a workflow from the switcher, it now opens …

Asana Integration for SMBcrm Workflows with New Instant Triggers and Actions

Asana Integration for SMBcrm Workflows: New Triggers and Actions You can now connect Asana directly to SMBcrm Workflows, making it easier to create tasks, update projects, and keep work in sync without relying on third-party automation tools or custom webhooks. What’s New: Asana Triggers (Asana to SMBcrm) These triggers fire instantly when activity happens in Asana, helping you launch workflow …

Introducing New Templates for Faster Launches Across Your Marketing We’ve added a fresh set of ready-to-use templates inside SMBcrm to help you create on-brand marketing assets faster. Whether you’re launching a new website, building a funnel, sending an email campaign, or publishing ads and social posts, these templates are designed to reduce setup time while keeping your messaging consistent.

New International Phone Numbers Now Available in France Australia Malaysia Italy Chile Germany and Japan 2025 Update

New Phone Number Availability Across Key Countries (2025 Update) SMBcrm has expanded international phone number availability across multiple key countries throughout 2025. You can now search and purchase these numbers directly inside the Buy Number experience, helping improve global coverage for teams that support customers in multiple regions.

Improved Slot Availability for Overlapping Appointments with Multi Booking Support

Overview We’ve improved how slot availability is calculated for calendars that allow multiple appointments per time slot. Now, overlapping appointments only reduce availability by 1 in each slot they span.

Community Groups Can Now Toggle the Mandatory Profile Prompt

Communities Enhancements: Control the Mandatory Profile Prompt What’s New: A New Group Setting for the Mandatory Profile Modal You can now control whether new members are required to complete their profile when they join a community group. New setting: “Show mandatory profile modal” Inside your community group settings you’ll see a new option called Show mandatory profile modal.

Media Storage Now Supported in Services v2 for Calendars

Overview Media Storage is now supported in Services (v2) for Calendars, making it easier to manage images in one centralized place. What’s New in Services (v2) Browse and insert images from Media Storage You can now open Media Storage from key areas in Services (v2) to quickly select an existing image or upload a new one.

Sender Domain Settings in Email Campaigns

Sender Domain Settings Now Available in Email Campaigns We’ve added Sender Domain settings inside Email Campaigns to give you more control over which sending domain is used and to help reduce preventable email delivery failures when you send or schedule a campaign. What this update solves Previously, some campaigns could fail when: The sender email had issues (for example, using a public email …

Google Ads Lead Sync Integration Now Available in SMBcrm

Google Ads Lead Sync Integration Now Available in SMBcrm SMBcrm now supports a Google Ads lead sync integration that automatically brings new leads from your Google lead forms into your CRM. You can view available campaigns and lead forms in one place, which makes it easier to manage multiple lead sources without jumping between tools.

Simplified A2P and Persona Requirements for Canada and International SMS in SMBcrm

What’s New Canada to Canada messaging no longer always requires A2P If you send messages within Canada (CA to CA), the A2P requirement now depends on when the phone number was purchased: If your number was purchased before March 26, 2025 You can continue sending messages without A2P registration If your number was purchased on or after March 26, 2025 You can send messages with either: A2P regis…

Domain Transfer Out Now Available in SMBcrm

Domain Transfer-Out Now Available in SMBcrm You can now transfer domains you purchased or previously transferred into SMBcrm to an external registrar directly from your dashboard. Important details: The authorization/EPP code is emailed to the domain owner (the person who purchased the domain) and the account owner You can request a new code again after 5 minutes from the previous request Why T…

Contact Merge Workflow Handoff No More Dropped Executions

What’s new When two contacts are merged, SMBcrm now automatically hands off the active workflow execution to the correct contact so nothing gets lost. Why this matters Contact merges are common when: A lead submits multiple forms with slightly different info Someone chats as a guest and later becomes a known contact Your team imports lists that create duplicates With this improvement, you’ll se…

Workflow Builder Adds Right Click Actions for Faster Edits

Workflow Builder Update: Right-Click Actions for Faster Edits We’ve added a new right-click menu in the SMBcrm Workflow Builder so you can access common action tools directly at your cursor. What’s New You can now right-click any action block in the Workflow Builder to open a quick action menu.

New SMBcrm Templates Are Here We’ve added a fresh set of ready-to-use templates in SMBcrm to help you launch faster across websites, funnels, email, forms, surveys, social posts, and Google Ads. These templates are designed to reduce setup time while keeping your marketing assets consistent and professional, with full customization available so you can match your brand.

Automatic Meeting Links Added After Video Integration Reconnect

Overview We’ve improved the reliability of SMBcrm video conferencing integrations by automatically generating and attaching meeting links for future appointments that were missing a meeting location due to a temporary disconnection (for example, Zoom, Google Meet, or Microsoft Teams). Now, once the integration is reconnected, SMBcrm will automatically add meeting links to affected upcoming appo…

Mobile Product List Pages Now Have Improved Sorting and Filtering

What’s New: Mobile UI Improvements for Product Sorting and Filtering We’ve rolled out mobile UI enhancements that improve how shoppers sort and filter products on your ecommerce store’s Product List Page (PLP). Improved Sorting Experience on Mobile Sorting is now easier to find and use on mobile PLPs.

Service Booking Variables for WhatsApp Templates and Flows

Service Booking Variables Now Available in WhatsApp Templates and Flows You can now use Service Booking variables while creating WhatsApp Templates and WhatsApp Flows in SMBcrm. Previously, service booking and reminder-related variables were only available inside Workflows.

Rich Text Formatting Now Available in Workflows Add Notes Action

Workflows Update: Rich Text Editor for the “Add Notes” Action What’s new The Add Notes workflow action now supports rich text editing, so you can format notes with bold, italics, underline, strikethrough, bulleted and numbered lists, and links.

PayPal Keyless OAuth Integration Now Available in SMBcrm Labs

PayPal Keyless OAuth Integration Is Now Available in SMBcrm Labs We’ve launched a new, keyless PayPal connection experience using PayPal’s OAuth-based flow and their latest integration SDK. What this enables for your account Frictionless setup (no API keys required) You no longer need to find and copy PayPal API keys or credentials.

Meta Ads Now Support Targeting Australia Singapore and Taiwan in SMBcrm Ads Manager

Meta Ads Are Now Supported in Previously Restricted Regions (AU, SG, TW) SMBcrm Ads Manager now supports creating and publishing Meta ad campaigns that target Australia, Singapore, and Taiwan without showing a “not supported” restriction banner. What’s New Previously, campaigns targeting AU, SG, or TW could be blocked or flagged due to regional requirements tied to regulated categories and veri…

WhatsApp Media Now Stored for One Year with Add to Documents in SMBcrm

[caption id=“attachment_68024” align=“alignnone” width=“768”] image[/caption] What’s New: WhatsApp Media Retained for 1 Year All WhatsApp media is now automatically stored in SMBcrm for up to 1 year, including: Inbound media (files customers send to your business) Outbound media (files your business sends to customers) This works by default with no setup required. Outbound WhatsApp Media Inboun…

Automatic WhatsApp Follow Up for Missed Calls

Instead of relying on complex workflows or SMS-only responses, you can instantly acknowledge missed calls on WhatsApp, where customers are often more likely to read and respond. What’s New Automatic WhatsApp follow-up on missed calls Turn on the feature and a WhatsApp message is sent automatically as soon as a call is missed.

New Settings Icon Lets You Open and Close the Side Tray Without Losing Your Selection in Forms Surveys and Quizzes

You can now open the side-tray by clicking a dedicated Settings icon and close it whenever you want without losing your current selection. Key highlights Side-tray controls have been moved to a dedicated Settings icon Available across Forms, Surveys, and Quizzes Smoother inline editing on smaller screens by reducing panel clutter and keeping more of the canvas visible How it works Open your for…

Media Library Now Built Into WhatsApp Template Header Media Selection

Overview WhatsApp template creation and updates are now faster with Media Library access built directly into the header media selection flow. Instead of downloading files and re-uploading them each time, you can now reuse existing assets or upload new ones (including audio) without leaving the template builder.

Expanded sound notifications for Live Chat Widget messages Sound notifications in the SMBcrm Live Chat Widget now cover many more system and lifecycle messages, helping website visitors notice important updates throughout a chat session, not just standard incoming chat replies. Now, the same sound behavior can also apply to key milestones like chat initiation, acknowledgements, welcome messages…

Custom Dispositions Now Available on Mobile

Custom Dispositions on Mobile Custom Dispositions are now available on mobile, making it easier to log a clear call outcome the moment a call ends. What’s new Select a disposition right after the call After you make or receive a call, you can choose a disposition from the call end screen or the post-call view, without needing to switch to desktop.

Mobile Dialer Now Remembers Your Selected Outbound Number

What’s New Your chosen outbound number is now remembered When you explicitly select an outbound number in the mobile app, that choice will persist across subsequent calls. Now Before After every outbound call, the app reset your selected outbound number.