February 2026 Updates

Overview

February 2026 brought 59 updates to SMBcrm, with focus on Automation, Communication, and AI.

Highlights include Email AI Beta 2.0: Faster Guided On-Brand Drafts, Schedule and Drip Deliver Bulk WhatsApp Messages in SMBcrm, and OpenRouter Actions and Triggers in SMBcrm Workflows.

Released February 2, 2026

What’s New: Ready-to-Use Templates

SMBcrm has released a collection of ready-made templates designed to accelerate campaign launches while maintaining brand consistency. These customizable assets reduce creation time by providing pre-built structures across multiple marketing channels.

Template Release Details

Website Templates (1 new)

Automotive: Muffler & Brakes Shop

Email Templates (1 new)

Financial Services: Financial Planner Informational

Form Templates (1 new)

Automotive: Roadside Assistance Contact

Survey Templates (1 new)

Business Coaching and Consulting: Customer Satisfaction

Marketing Agency: 2 templates
Legal Services: 2 templates

Google Ad Templates (5 new)

Health & Wellness: Workout facilities
Home Services: Roofing
Insurance: Property & casualty
Legal: Bankruptcy services
Marketing Agency: Advertising services

Why Use Templates

Templates help you:

Launch faster - Skip the blank canvas and start with proven designs
Stay consistent - Maintain brand standards across all channels
Reduce rework - Build on established frameworks instead of starting over

Conversation AI Auto Follow-Up Is Now Flow-Based

Released February 3, 2026

Auto Follow-Up is now available as a flow-based builder experience, so you can visually configure how Conversation AI re-engages contacts who go inactive or request delayed follow-ups.

What’s New

You can now restart a stalled conversation from within an existing workflow when a contact stops replying, without needing to send them into a separate re-engagement workflow.

This transforms workflows from fire-and-forget automations into state-aware conversations that can pause and continue based on the contact’s behavior.

Why This Matters

Eliminate separate re-engagement workflows - no more creating and maintaining separate flows
Preserve conversation context - when contacts go silent mid-flow, the context stays intact
Resume naturally - Conversation AI continues from the same workflow pause point

Supported Actions

When contacts stop replying:

AI Capture Information
AI Message
Custom Message
Book Appointment
Continue Conversation

When contacts indicate they’re busy or request follow-up timing:

AI Capture Information
AI Message
Book Appointment
Continue Conversation

Recommendations

Consider consolidating existing separate re-engagement workflows by incorporating follow-ups directly into your primary flows. This improves handoff quality and maintains conversation continuity across departments.

Released February 3, 2026

We’ve rolled out enhancements to RSS Publishing in Social Planner to make RSS automation more flexible and more reliable across different social platforms.

What’s New

Description Inclusion Option

You can now control content depth through a new toggle that lets you include the RSS item description in posts or stick with publishing the title only (the previous default).

Multi-Item Preview

Preview up to 5 RSS items at once, helping you validate feed output and formatting before automation launches.

Platform-Specific Content Generation

Post content now respects individual platform limits independently rather than applying universal restrictions. Links and ending text are preserved whenever possible.

Why This Matters

These changes address common RSS automation challenges:

Richer content options - improved formatting control
Validation before publishing - see real-world outcomes before going live
Reduced truncation - platform-aware limits prevent unexpected cuts
Fewer failures - reduced RSS-related publishing issues

How to Access

Navigate to Marketing > Social Planner > RSS Automation, enable the description option if desired, review the preview, then save your changes.

Schedule and Drip Deliver Bulk WhatsApp Messages in SMBcrm

Released February 3, 2026

You can now control when and how your Bulk WhatsApp messages are delivered in SMBcrm. This update adds two new sending options for managing message timing and distribution.

What’s New

Scheduled Sends

Set a specific date and time for one-time bulk WhatsApp delivery without manual triggering.

Drip Mode (Batch Delivery)

Gradually roll out messages instead of sending all at once. Configuration options include:

Batch size - message quantity per batch
Repeat intervals - batch frequency
Specific delivery days - choose which days to send
Time window restrictions - optional hour-based limits

Progress Monitoring

Track sending progress directly from the Bulk Actions page to confirm campaign execution.

How to Set It Up

Navigate to Bulk Actions > WhatsApp
Choose recipients and select a WhatsApp template
Select sending mode - either scheduled one-time delivery or configured drip mode
Return to Bulk Actions to monitor delivery progress and status

Why This Matters

These options give you better control over large WhatsApp campaigns, smooth delivery volume, and support strategic timing for promotions, announcements, and follow-ups.

Skip Daily Task Alerts When You Have No Tasks

Released February 3, 2026

Daily task summaries are helpful when you have work lined up, but they can also create noise when there’s nothing due. SMBcrm now lets you skip daily due and overdue task notifications on days when you have zero assigned tasks.

What’s New

Skip Daily Task Summaries When There Are No Tasks

You can now enable a setting to prevent daily due and overdue task summaries when no tasks exist.

Benefits:

Fewer unnecessary notifications
A cleaner inbox and reduced alert fatigue
More focus on tasks that actually require action

Where to Find It

Navigate to: Settings > My Profile > Notifications > Task Notifications > Don’t send notifications when there are no tasks

Generate Marketing Audit Reports Automatically in Workflows

Released February 5, 2026

SMBcrm has expanded its Marketing Audit Report functionality beyond the Prospecting tool. You can now automatically generate audit reports for leads from any source using workflow automation.

What’s New

The Generate Marketing Audit Report action is now available in the Workflow Builder. Previously limited to leads generated through the Prospecting tool, audit reports can now be triggered for leads originating from:

Facebook and Google Ads
Funnels and landing pages
Website forms
Manual contact creation
Imports and third-party integrations
The Prospecting tool

What the Audit Report Covers

Each report provides insights on:

Website performance and health - Technical issues, speed, and overall quality
Google Business Profile - Setup completeness and potential issues
Local search rankings - Heatmaps and top 10 competitor data
Online reputation and reviews - Review presence and sentiment
Listings and presence accuracy - Directory consistency across platforms

Why This Matters

Consistent lead evaluation - One audit for every lead, regardless of source, replaces the previous limitation to Prospecting-generated leads
Personalized outreach - Use actual business data to tailor messaging based on each lead’s specific needs
Early upsell identification - Spot opportunities using real performance data rather than assumptions
Automated notifications - Build workflows that alert your team when leads show poor digital health, route based on findings, or trigger follow-ups aligned with specific issues

How to Set It Up

Open Workflows in your account
Add the Generate Marketing Audit Report action
Set a trigger for when new leads are created from any source
Reports attach automatically to the lead record

Note: This feature requires the Prospecting tool to be enabled on your account.

Improved Email Builder UI with New Layout and Controls

Released February 5, 2026

The SMBcrm email builder has been updated with a cleaner, more intuitive layout designed to reduce friction during email creation and campaign iteration.

New Design Controls

Image Element Borders

Images now support border controls directly in the builder. You can apply border styling to match your brand without needing workarounds or custom code.

Section Background Images

Sections now include background image settings, expanding your layout and design flexibility within the builder. This makes it easier to create visually rich email templates.

Repositionable Edit Panel

You can now relocate the edit panel to the right side of the workspace. This is especially useful when working with Email AI, as it enables side-by-side editing where AI assists on one side while you make manual refinements on the other.

Key Benefits

Reduced navigation time for accessing settings and controls
Enhanced styling control without requiring additional steps or custom code
Smoother transitions between AI-assisted and manual editing
Improved usability for both new and experienced builders
Consistent UI across SMBcrm tools

How to Access

Navigate to Email Marketing
Open any campaign or template in edit mode
Enable Email AI for side-by-side functionality
Use the switch control to toggle the panel position

Note: Email AI and the repositionable panel require enablement through Labs Settings.

Pause Individual Workflow Actions in the Standard Builder

Released February 5, 2026

SMBcrm now lets you temporarily disable individual workflow actions within the Standard Builder without removing them. This makes it easier to test, troubleshoot, and iterate on automations while keeping your existing workflow structure intact.

Why This Matters

Previously, stopping a workflow step required deleting or disconnecting it, risking lost work and broken logic. Pausing provides a safer alternative for testing and troubleshooting without permanent changes.

How It Works

Open a workflow in the Standard Builder
Hover over the action (node) you want to disable
Toggle Pause to disable the action
Toggle Play to re-enable it when you’re ready

When an action is paused:

The node appears visually dimmed so you can see at a glance which steps are active
The action is skipped during execution - contacts pass through without triggering it
When contacts reach a paused node that is the only downstream path, they skip it and continue through remaining active steps
Re-enabling requires no rebuilding or reconnecting - just toggle it back on

Use Cases

Debugging - Temporarily halt specific steps to isolate issues
A/B testing - Test alternate workflow paths without reconstructing the entire flow
Seasonal adjustments - Pause holiday-specific actions without dismantling the workflow
Staged rollouts - Build out new steps in advance and enable them when ready

Advanced Tag Filtering for Workflow Triggers

Released February 6, 2026

SMBcrm has upgraded tag filtering in workflow triggers with advanced operators and multi-select functionality. These enhancements let you create more precise trigger conditions and reduce unnecessary workflow executions.

New Tag Operators

The tag filter now includes four operators:

Equals to - Trigger fires when the contact has this exact tag
Not equals to - Trigger fires when the contact does not have this tag
Any of - Trigger fires when any one of the selected tags is present
None of - Trigger fires when none of the selected tags are present

The new “Any of” and “None of” operators enable broader segment targeting without requiring additional workflows for each tag variation.

Multi-Select Support

All four operators now support selecting multiple tags at once. This streamlines setup and maintenance, especially for accounts that rely heavily on tag-based segmentation.

Stack Multiple Tag Filters with AND Logic

You can now add multiple tag filters within a single trigger using AND logic. This allows sophisticated inclusion and exclusion rules. For example:

Tag equals Lead
Tag does not equal Low Quality

This combined approach reduces workflow duplication and keeps your automation logic clean and manageable.

Current Availability

Advanced tag filtering is live for:

Contact Created Trigger
Contact DND Trigger

Additional trigger types are planned, including Opportunity Created, Opportunity Changed, Opportunity Status Changed, Pipeline Stage Changed, and Invoice triggers.

AI Builder Now Generates Workflows in 5 to 10 Seconds

Released February 6, 2026

AI Builder in SMBcrm is now dramatically faster when generating workflows from prompts. In most cases, your first workflow draft appears in under 5 to 10 seconds, making it practical to iterate quickly and test multiple approaches.

Why Speed Matters

Faster generation directly impacts how useful AI Builder is in practice. When you can see results in seconds rather than waiting, you are more likely to experiment with different prompts, refine your approach, and move from concept to working automation faster.

This is especially valuable during:

First-time exploration when you are learning what AI Builder can do
Rapid prototyping when testing different workflow structures
Onboarding when setting up automations for a new account or team

What This Update Covers

The performance improvement currently applies to workflow generation from placeholder prompts. The team plans to extend these speed improvements across all prompt types in upcoming releases.

Use Cases

Teams leveraging workflows for automated follow-ups, lead nurturing, appointment reminders, and internal processes will benefit from moving from idea to working prototype more quickly. Instead of waiting and context-switching, you can stay in the builder and iterate in real time.

How to Enable AI Builder

If AI Builder is not already active in your account, enable it through Settings > Labs > Company > Workflow AI Builder. Once enabled, you will see the AI Builder option when creating or editing workflows.

Email AI Beta 2.0: Faster Guided On-Brand Drafts

Released February 6, 2026

SMBcrm has released Email AI Beta 2.0 to help you create polished, on-brand emails faster with less manual revision. Whether you are building newsletters, promotional campaigns, nurture sequences, or announcements, this update streamlines the entire drafting process.

Key New Features

Reference-Based Generation

Provide a URL preview or image as a design reference, and the AI generates a similar starting point that you can customize with theme commands. This is especially useful when you want to replicate a layout or style you have seen work well.

Assist Mode

Assist Mode adds structured prompt guidance so you are not guessing what to type. Instead of open-ended prompts, you get a step-by-step flow that reduces the number of revisions needed to reach a publication-ready draft.

Brand Board Integration

Email AI now ties more closely with your brand guidelines. During generation, it automatically applies your brand colors, fonts, and tone, maintaining consistency across campaigns and team members.

Enhanced Layout Intelligence

Improved AI models produce cleaner, more tailored layouts, helping you get closer to a publish-ready email with less manual formatting.

Conversational Workflow

The creation experience follows a conversational approach where the AI explains changes and helps you refine content iteratively, rather than delivering a single take-it-or-leave-it result.

Version Control

Each generation saves automatically, so you can undo, redo, and compare earlier versions at any point during the drafting process.

What This Means for Your Team

Faster campaign launches with less back-and-forth during the draft stage
Reduced QA overhead thanks to on-brand defaults applied automatically
More capacity for strategy since execution requires less manual effort
Better transparency during drafting with the conversational workflow

How to Enable Email AI Beta 2.0

Go to Settings > Labs > Account Features
Enable Email AI
Access it through Email Marketing > Build with AI or within any existing campaign editor

Find Contact Matches Secondary Emails and Phones

Released February 6, 2026

The Find Contact workflow action in SMBcrm has been enhanced to search secondary email addresses and phone numbers alongside primary contact fields. This improvement helps locate existing contact records even when individuals use alternate communication methods.

Why This Matters

Previously, the Find Contact action only checked primary email and phone fields. Many businesses maintain multiple contact points per person, such as work versus personal email or mobile versus landline numbers. Without searching secondary fields, workflows could miss valid matches and inadvertently create duplicate records.

Now, with this update, your automations can reliably match contacts regardless of which email or phone number they use to engage.

How to Set It Up

Open your workflow and add or edit a Find Contact action
Select the Phone or Email field to search
Enable the option to include additional phones or emails in the search

That’s all it takes. The action will now check both primary and secondary fields when looking for a match.

Key Benefits

Prevent duplicate contacts - Leads re-entering through alternate contact info will match their existing records instead of creating new ones
Improve automation accuracy - Better matching ensures tags, field updates, and follow-ups apply to the correct contacts
Reduce manual cleanup - Fewer duplicates means less time spent merging records

OpenRouter Actions and Triggers in SMBcrm Workflows

Released February 6, 2026

SMBcrm has integrated OpenRouter into Workflows, enabling you to invoke AI models and incorporate their responses directly into your automations. This capability lets your team generate text content from prompts and reuse the output across subsequent workflow steps.

How the Generate Response Action Works

The new workflow action accepts three main configurations:

System Prompt (Optional) - Sets the role and behavior of the AI model
Prompt (Required) - The main instruction, supporting workflow variables for personalization
Model Selection (Required) - Choose from OpenRouter’s available AI models

The action includes a Test Action feature so you can validate your prompt and confirm the output before the workflow runs live. You can also validate response schemas for downstream use.

Practical Use Cases

Draft contextual customer responses using contact details and conversation history
Summarize form submissions or lengthy conversations into concise notes
Generate personalized follow-ups incorporating workflow variables like names, appointment details, and past interactions

How to Set It Up

Open Workflows and search for OpenRouter
Click Connect Now and authenticate with your OpenRouter API key
Configure the model selection, system prompt, and prompt fields
Use Test Action to validate the output
Map the AI response into messages, custom fields, conditions, or downstream actions

Pricing

OpenRouter actions are classified as premium workflow actions and billed at standard automation rates. OpenRouter model usage is billed separately through OpenRouter’s own pricing structure.

Standard Builder Update: Drag and Drop Triggers and Actions

Released February 6, 2026

SMBcrm’s workflow builder now supports drag-and-drop for triggers and actions. Instead of clicking through menus to add each step, you can drag items directly from the sidebar onto the workflow canvas, making it faster to construct multi-step automations.

How It Works

Open a workflow and access the Triggers or Actions sidebar
Click and hold the trigger or action you want to add
Drag it onto the canvas
Hover over valid placement areas, which are marked with + symbols or appear between existing nodes
A highlighted placeholder shows exactly where the step will be inserted
Drop the step, configure it, and save

The visual feedback makes it clear where each step will land before you release it, so you can build with confidence.

Why This Matters

If you build automations regularly, especially complex multi-step sequences, the previous approach of clicking “Add Step” repeatedly added up. Drag and drop reduces that friction and lets you focus on the logic of your workflow rather than the mechanics of the builder interface.

This is particularly helpful when:

Building workflows with many sequential steps
Rearranging or inserting steps between existing nodes
Quickly prototyping automation ideas before configuring each step in detail

Important Note

Any unsaved dragged items will not persist if you exit without saving. Make sure to save your workflow after adding and configuring new steps.

Member-Specific Course Access and Private Courses

Released February 9, 2026

SMBcrm introduces two interconnected capabilities for community administrators managing educational content: member-specific course access and a new private course type. Together, these give you precise control over who sees what content and when.

Member-Specific Course Access

You can now manually grant or revoke access to individual courses for specific members directly from the Members area. This is useful when you want to deliver content on a case-by-case basis without relying on automated unlock criteria.

How to Grant Access

Navigate to Community > Members
Select the member and choose Manage Courses
Click Grant Courses and select the courses you want to unlock
The member receives an email notification when access is granted

Important: Access cannot be revoked if a member already meets existing unlock criteria for that course. This ensures that earned access is preserved.

Private Course Type

A new visibility setting lets you create courses that are only accessible when an admin grants access. Private courses cannot unlock automatically, making them ideal for:

VIP communities where exclusive content is part of the value proposition
Internal training where access should be tightly controlled
Premium learning programs where content delivery is tied to enrollment or purchase

How to Create a Private Course

Add a course through the Learning tab
Set Course Visibility to Private
Members will see the course listed as locked until you manually grant them access

Strategic Benefits

These features enable community managers to deliver exclusive learning as a member reward, provide instant onboarding access for new members, and safeguard sensitive training materials from general visibility.

Native Monday.com Actions and Triggers in SMBcrm Workflows

Released February 9, 2026

SMBcrm now offers a native integration with Monday.com, letting you connect your CRM workflows directly to project management boards. This eliminates the need for third-party automation tools like Zapier, enabling your teams to keep boards, items, statuses, and updates synchronized automatically.

Monday.com Actions (Available Now)

You can manage Monday.com directly from SMBcrm workflows with these actions:

Create and Update

Build new boards, groups, columns, items, and subitems
Modify item and subitem details including statuses, owners, dates, and custom columns

Manage and Search

Archive boards or groups
Delete items or groups
Retrieve board item lists
Locate items by column values or ID

Test Before You Go Live

A built-in Test Action option lets you validate the setup before running it live. This helps confirm that the schema is correct and enables reusable custom values.

Monday.com Triggers (Coming Soon)

These triggers will activate SMBcrm workflows when activity occurs in Monday.com:

Column value changes on an item
Items moved between groups
New boards, items, or subitems created
Comments or updates added
New workspace users added

Practical Use Cases

Client onboarding: Automatically create a Monday.com project board when a new deal moves to a specific pipeline stage in SMBcrm
Status sync: Update contact records or trigger follow-up messages when a project status changes in Monday.com
Cross-tool visibility: Keep tasks and CRM activities synchronized so both sales and project teams see the same picture

How to Set It Up

Connect your Monday.com account in SMBcrm under Settings > Integrations, then add Monday.com actions to any workflow from the workflow builder sidebar.

Released February 9, 2026

We have added a fresh set of ready-to-use templates to help you launch campaigns faster and keep your marketing consistent across channels. This release includes templates for websites, stores, email, forms, surveys, social media, and ads, covering a range of industries.

Website Templates

Business Coaching & Consulting: a full website template with sections for outcomes, testimonials, and calls-to-action, built for coaches and consultants who want a polished online presence quickly.

Store Templates

Restaurant & Bar: optimized for food and beverage businesses, with product layouts suited to menus and ordering workflows.

Email Templates

Health & Wellness: structured for promotions and nurturing contacts in the health and wellness space, ready to customize with your branding.

Form Templates

Beauty & Fashion: designed for collecting inquiries and lead details from beauty and fashion prospects.

Survey Templates

Creative Services: built for gathering feedback and qualifying leads in creative service businesses.

Automotive Promotions: two templates for promotions and announcements in the automotive industry.
Travel & Hospitality: two templates for recurring post formats targeting travel and hospitality audiences.

Ad Templates

Home Services (Facebook): a Facebook ad template tailored for home service providers.
Medical Services (Google): a Google ad template designed for medical service practices.
General Use (Google): a versatile Google ad template suitable for a range of businesses.

How to Access These Templates

All templates are available from the template library within each respective builder in SMBcrm. Browse by category or industry to find the template that fits your use case, then customize it with your content and branding.

Conversation AI Session Summaries and Transcripts

Released February 10, 2026

SMBcrm now automatically generates conversation summaries and full transcripts from your Conversation AI sessions. This gives you faster visibility into what happened during AI-driven interactions, complete with audit trails and the ability to trigger automated follow-up actions.

How Summaries and Transcripts Work

Summaries are generated automatically in two scenarios:

After a configured inactivity period expires: When the contact stops responding for a set amount of time
When the bot enters sleep mode: This includes message limit reached, workflow-triggered sleep, stop bot conditions, human handover, or manual/automated messages

Each summary captures all new messages since the last generation and includes both inbound and outbound communications. Summaries replace previous ones when regenerated, keeping your records current.

How to Set It Up

Navigate to AI Agents and select Conversation AI
Select your bot and open the Bot Goals tab
Enable Conversation Summary

Available configuration options include:

Inactivity time parameters: How long to wait before generating a summary
Minimum message thresholds: Require a minimum number of messages before generating
Auto-save to contact fields: Store summaries directly on the contact record
Workflow triggering: Automatically kick off workflows when summaries are generated
Email notifications: Send summaries to admins, assigned users, assigned contacts, or custom email addresses

Workflow Integration

You can use summaries and transcripts as workflow variables to trigger downstream automations:

Conversation AI > Summary
Conversation AI > Transcript

Practical applications include:

Creating internal notes from conversation summaries
Extracting customer details for automatic field updates
Routing conversations to the right team member for human review
Identifying FAQ gaps by analyzing common questions across sessions

Why This Matters

Before this update, reviewing what happened in an AI conversation meant manually reading through message threads. Now you get centralized, contextual records that are generated automatically and can trigger CRM actions based on conversation outcomes. This is especially valuable for teams managing high volumes of AI-assisted conversations who need accountability and follow-through without manual overhead.

Set Default Payment Providers by Channel

Released February 10, 2026

SMBcrm now lets you assign distinct payment processors for individual channels, with separate configurations for Live and Test modes. Previously, a single default processor applied across all payment channels. This update gives you full control over how payments are routed depending on the sales channel.

Why This Matters

Different sales channels often have varying requirements around fees, transaction sizes, and refund procedures. With channel-specific defaults, you can route payments more intentionally without repeatedly adjusting global settings. For example, one processor might handle invoices while another manages funnel payments.

Test mode configurations remain fully independent from Live mode settings, so you can validate your setup safely without affecting actual transactions.

How to Set It Up

Navigate to Payments > Integrations in your SMBcrm dashboard
Click the gear icon labeled Configure Providers
Use the dropdown menus to select a provider for each channel
Toggle between Live and Test modes to configure each independently

You can select any payment provider already connected to your account.

Supported Channels

This feature currently applies to:

Funnels (one-step and two-step order forms)
Forms, Stores, Calendars
Invoices and Invoice Auto Payment
Payment Links
Courses and Communities
Surveys

What’s Coming Next

The team plans to expand channel coverage and is considering offering-level provider defaults, which would allow different stores within one account to use different processors.

Duplicate Suppression Management for Listings in SMBcrm

Released February 11, 2026

SMBcrm Listings now includes duplicate suppression management, helping you find and remove duplicate business listings across major directories like Google, Bing, and Apple Maps. Duplicate listings can cause real problems for your business, and this feature gives you the tools to address them directly from your dashboard.

Why Duplicates Are a Problem

When multiple listings exist for the same business across directories, it can lead to:

Conflicting business information: Different hours, addresses, or contact details confuse potential customers
Weakened local SEO: Search engines struggle to determine which listing is authoritative, diluting your ranking power
Diminished customer trust: Inconsistent data across platforms makes your business appear unreliable
Excessive manual work: Tracking down and correcting duplicates across multiple platforms is time-consuming

How It Works

Automatic Detection

SMBcrm runs monthly automated scans across major directories, flagging potential duplicates in a centralized dashboard. Each result is categorized by status: Possible Duplicates, Processing Suppression, Suppressed, and Unable to Suppress.

Suppression Requests

You can submit removal requests directly to directory publishers from within SMBcrm. Requests are typically reviewed within 24 hours, though timing varies by publisher. Once approved, duplicate listings are removed from search results.

False Positive Management

If the system flags a listing that is not actually a duplicate, you can mark it as “Not a Duplicate” to permanently dismiss it and keep your dashboard focused on genuine issues.

Real-Time Tracking

Monitor the progress of all suppression requests across the full lifecycle, from submission through resolution.

How to Get Started

Navigate to the Listings section in your SMBcrm account
Select the Duplicate Suppression tab
Review flagged results showing your correct listing, the potential duplicate, and publisher information
Suppress confirmed duplicates or dismiss false positives

Benefits

Stronger local SEO authority with one clear, authoritative listing per directory
Better customer experience through accurate, consistent information everywhere
Improved brand consistency across all platforms
Less time spent manually hunting for and correcting duplicates

This feature is available for all SMBcrm Listings users with supported directory synchronization, and scans refresh monthly.

Full Product Titles Display on Cart and Checkout

Released February 11, 2026

Product titles now display in full across most SMBcrm store pages, so your customers can quickly understand exactly what they are buying, especially during high-intent steps like cart and checkout where clarity matters most.

Where Full Titles Now Appear

Complete, untruncated product titles are now shown on:

Product Detail Page (PDP)
Cart Page
Side Cart / Cart Overlay
Checkout Page
Thank You Page
Upsell Product Element
Collection List Element
Featured Product Element

Titles automatically wrap across multiple lines as needed while maintaining proper layout alignment with pricing and call-to-action buttons.

What’s Not Included

The following areas continue to use the existing truncation behavior for now:

Product List Page (PLP)
Featured Products Element

Key Details

Full titles are enabled by default: no action required on your part
There is no configuration toggle currently available
Layout, pricing alignment, and CTA buttons remain visually consistent across desktop and mobile

This is a straightforward improvement that removes a common source of customer confusion, particularly for stores with descriptive or variant-specific product names.

Product Listing Pages Support Up to 100 Products

Released February 11, 2026

More Products, Less Pagination

SMBcrm has increased the maximum number of products you can display on a Product Listing Page (PLP) from 24 to 100 products per page. This gives store owners significantly more control over how customers browse their catalogs.

Why This Matters

For stores with large product inventories, the previous 24-item limit meant customers had to click through multiple pages to see your full selection. With the new 100-product limit:

Less pagination: Customers see more of your catalog without clicking through pages
Better product discoverability: Items that were buried on page 3 or 4 are now visible on the first page
Smoother browsing experience: Especially beneficial for desktop shoppers who can scan larger product grids

How to Configure

Edit your Product List Page in the SMBcrm page builder
Select the Product List element
Navigate to the Layout section in element settings
Use the slider to set your preferred products-per-page count (up to 100)

Choose a count that balances discoverability with page load performance. Stores with image-heavy product listings may want to test different counts to find the right balance for their audience.

Split Business Hours and Flexible Scheduling in Listings

Released February 11, 2026

Flexible Scheduling for Real Business Hours

SMBcrm Listings now supports split business hours and enhanced scheduling options. Previously limited to a single continuous timeframe per day, you can now configure multiple time blocks, 24-hour operations, or always-open status to accurately reflect how your business actually operates.

What’s New

Split Business Hours

Add multiple time intervals within a single day to accommodate lunch breaks, split shifts, or other gaps. For example, you can set hours like 9:00 AM - 12:00 PM, 1:00 PM - 4:00 PM, and 7:00 PM - 9:00 PM all on the same day.

24-Hour Operations

Mark any day as open around the clock with a single setting.

Always Open (No Set Hours)

A new checkbox lets you indicate that your business is always available but does not maintain a fixed schedule. This is ideal for online businesses, appointment-based services, or any operation that does not follow traditional hours.

Copy to All Days

A time-saving feature that applies your configured hours across the entire week simultaneously, so you do not have to set each day individually.

Traditional Options

Single continuous hours, closed days, and varied daily schedules remain fully available alongside the new options.

How to Configure

Access your business listing and select Business Details
Navigate to the Business Hours section and choose the day to configure
Select your schedule type: Split, 24 Hours, Open, or Closed
Alternatively, check the “Business open without set hours” option for always-available status
Use Copy to All to apply the same configuration across the entire week

Why This Matters

Many businesses do not operate on a single 9-to-5 block. Restaurants close between lunch and dinner service, medical offices have morning and afternoon hours, and online businesses are available around the clock. Accurately representing your hours reduces customer confusion and eliminates the workarounds that were previously required for complex schedules.

This feature supports both Yext and Uberall integrations and is available to all SMBcrm Listings users.

AI Builder: Conversational Editing for If-Else and Wait

Released February 16, 2026

SMBcrm’s AI Builder now lets you edit If-Else and Wait actions directly through conversation. Previously, you could create these actions with AI, but any refinements required switching to manual configuration. Now you can iterate on complex workflow logic without leaving the AI Builder interface.

What’s New

Multi-turn editing for complex actions

You can refine workflow logic conversationally, making adjustments to existing actions while preserving the rest of your workflow. No need to rebuild anything from scratch just to tweak a condition or change a delay.

Wait action editing

AI Builder now adjusts Wait actions through conversation, including:

Updating time delays and window configurations
Adding or removing timeout branches without disrupting your workflow structure
Converting between wait types (for example, switching from a multi-branch email wait to a simple delay)
Preserving existing branch configurations during modifications

If-Else action editing

You can refine branching logic conversationally while keeping downstream connections intact:

Add new branches or remove existing ones
Update conditions and switch between AND/OR operators
Maintain existing branch nodes and downstream actions after edits

Why This Matters

If-Else and Wait steps are often the most tedious parts of a workflow to configure manually. Being able to describe changes in plain language and have AI Builder apply them saves time, reduces context-switching, and makes it easier to iterate on complex automation logic without accidentally breaking something downstream.

Deskphone Extension Calling and IVR Call Transfers in SMBcrm

Released February 16, 2026

SMBcrm now supports two improvements for teams using deskphones: extension-to-extension calling and the ability to transfer IVR calls between deskphones. These updates help streamline call routing, reduce hold times, and connect callers with the right team member more quickly.

IVR Call Transfers Between Deskphones

Previously, calls that came in through an IVR system could not be transferred from one deskphone to another. That limitation has been removed.

How it works

While handling an active IVR call on your deskphone, initiate a transfer
Dial your colleague’s extension number
The call routes directly to their deskphone

Regular (non-IVR) deskphone transfers continue to work as they always have. This update specifically addresses IVR-originated calls that previously could not be handed off between extensions.

Extension-to-Extension Deskphone Calling

Team members with configured deskphones can now dial extensions directly to reach colleagues. For example, dialing “3001” connects you to the deskphone user assigned to that extension.

Current availability

Extension-to-extension calling works on physical deskphones
Web and mobile app support is planned for a future release

Why This Matters

For teams that rely on phone-based workflows, being able to transfer IVR calls and dial extensions internally means fewer dropped calls, less time spent manually routing callers, and a smoother experience for both your team and your customers.

Enhanced ESP Block Monitoring and Sending Enforcement

Released February 16, 2026

Proactive Email Deliverability Protection

SMBcrm has introduced enhanced ESP block monitoring with progressive enforcement to protect your email deliverability. When block rates exceed acceptable thresholds, the platform now takes graduated action to prevent lasting damage to your sender reputation.

What’s New

Account-Level Monitoring with Warning Notifications

When your account surpasses acceptable ESP block thresholds, SMBcrm sends a warning notification indicating that email sending may face temporary suspension if issues persist. This gives you time to take corrective action before any disruption occurs.

Temporary Sending Suspensions

If elevated block activity continues after a warning, email sending is temporarily suspended based on violation history:

First suspension: 12-hour temporary halt
Repeated violations: 24-hour temporary halt

Potential Permanent Suspension

Accounts experiencing two suspension occurrences may eventually face permanent email sending suspension in a future enforcement phase.

Why This Matters

High ESP block volumes create serious deliverability consequences that affect your entire email program:

Sender reputation deterioration across mailbox providers
Increased spam folder placement for your messages
Mailbox provider throttling that slows delivery
Domain or IP blacklisting that can take weeks to resolve
Shared infrastructure impact that affects platform reliability for all users

This update protects your inbox placement, ensures compliance with major providers like Gmail, Yahoo, and Outlook, and prevents high-risk sending patterns from degrading the platform for other SMBcrm users.

What You Should Do

If you receive a warning notification, take these steps promptly:

Verify clear opt-in: Confirm contacts have explicitly opted in and are actively engaging with your emails
Clean your lists: Remove or suppress contacts that consistently bounce, unsubscribe, or show no engagement
Maintain consistent volume: Avoid sudden spikes in sending volume that trigger provider scrutiny
Review content and authentication: Ensure your message content follows best practices and your email authentication (SPF, DKIM, DMARC) is properly configured

Highlight Contact Path Adds Status Indicators in Workflows

Released February 16, 2026

Enhanced Visual Debugging for Workflow Paths

The Highlight Contact Path feature in SMBcrm workflows now includes enhanced visual indicators that make it faster to understand exactly what happened during a contact’s journey through your automation. Instead of manually checking logs, you can see errors, skipped steps, and status at a glance directly in the workflow builder.

What’s New

Error Visibility in the Builder

Workflow steps that encountered errors are now visually highlighted. You can pinpoint failure points without guessing, making it straightforward to identify and resolve issues.

Skipped Node Indicators

Steps that a contact bypassed during execution are clearly marked. This helps you confirm whether your routing logic and conditional branches are functioning as intended.

Entry and Exit Status Indicators

Visual markers now display workflow entry and exit points, establishing clear execution boundaries. You can immediately see where a contact entered the workflow and where they exited.

In-Progress Contact Tracking

Contacts actively moving through a workflow are identifiable at a glance. This is especially helpful for diagnosing timing-related issues or confirming that contacts are progressing as expected.

Why This Matters

These visibility improvements reduce debugging time by revealing:

Error locations within the workflow
Steps that were skipped by conditional logic
Clear workflow start and end points
Contacts currently in progress

This means less time checking execution logs and fewer assumptions when reviewing workflow behavior.

How to Use It

Open your workflow and navigate to Enrollment History or Execution History
Click the Highlight Contact Path icon for any contact
Review the enhanced path with error nodes, skipped steps, and status indicators displayed directly on the builder canvas

Import Audio and Video into Courses from Media Storage

Released February 16, 2026

If you build courses in SMBcrm, you no longer need to re-upload audio and video files you already have. A new Labs feature lets you import media directly from your existing Media Storage into course lessons, saving time and keeping your files organized in one place.

What’s New

You can now browse your Media Storage library from within the course builder and pull audio or video files directly into any lesson. This means content you have already uploaded, whether it is a podcast episode, a training recording, or a walkthrough video, can be reused across multiple courses without creating duplicates.

How to Enable It

This feature is available in Labs. Here is how to turn it on:

Navigate to Labs in your SMBcrm account
Find and activate Courses: Import from Media Storage
Open a course and select a lesson to edit
Click the Import via Media Library option
Select the audio or video file you want to use
Save and publish the lesson

The media links directly from your Media Storage, so there is no extra copy taking up space.

Why It Matters

No more duplicate uploads: Reuse files you have already added to Media Storage
Centralized media management: Keep all your audio and video in one location and reference it across courses
Faster course creation: Skip the upload step and go straight to building your lessons

Manus Triggers and Actions Now Available in SMBcrm Workflows

Released February 16, 2026

SMBcrm now includes native Manus triggers and actions inside the Workflows builder. You can create, manage, and automate Manus AI tasks directly in SMBcrm without relying on third-party automation tools.

Manus is a task-based AI system where each task begins with a prompt, processes structured AI logic, returns a response, and can accept follow-up prompts. With this integration, you can build repeatable AI-powered processes for content generation, follow-ups, summarization, internal SOPs, and more.

Available Triggers

These triggers fire when events happen on the Manus side:

New Task Created: Starts a workflow when a Manus task is created
Task Stopped: Starts a workflow when a Manus task completes or stops

Note: Triggers only activate for tasks created via workflow actions, not tasks created directly in the Manus app.

Available Actions

These actions let your workflows interact with Manus:

Create Task: Spin up a new Manus task from a workflow
Get Task: Retrieve task details and output
Update Task: Modify an existing task
Fetch Tasks: Pull a list of tasks
Delete Task: Remove a task
Continue a Task with a Prompt: Send a follow-up prompt to keep the AI working

How to Connect Manus

From the Workflow Builder

Go to Automation > Workflows
Add a Manus trigger or action to your workflow
Click Connect Now
Authenticate with your Manus API key

From Integrations Settings

Go to Settings > Integrations
Select Manus
Click Connect
Enter your API key

To get your API key, visit your Manus API Settings, click Create New, and copy the generated key into SMBcrm.

Best Practices

Store the Task ID returned by the Create Task action in a custom field. You can then reference that ID in follow-up actions like Get Task, Continue Task, Update Task, or Delete Task. This approach makes it straightforward to build multi-step AI workflows that pick up where they left off.

Important Notes

Triggers poll every 5 minutes
Manus actions and triggers count as premium workflow steps
Manus AI usage is billed separately from your SMBcrm subscription
Task limits depend on your Manus subscription tier
Full AI task output is available in the Manus dashboard; use the Get Task action to pull results back into SMBcrm

Common Troubleshooting

If a Manus action fails, check these first:

Is the integration still connected?
Is the Task ID valid and the task still active?
Did you include a prompt input where required?
Is your Manus API authorization still active?

Released February 16, 2026

We’ve added a new round of templates to SMBcrm, covering websites, emails, forms, surveys, social media posts, and Facebook ads. These templates are designed to give you a polished starting point so you can move from idea to launch without starting from scratch every time.

What’s Included in This Template Drop

Website templates (2 new)

Finance: Investment Advisor template for financial services firms looking to build trust and capture qualified leads

Email templates (1 new)

Home Services: Plumber template built for service-based follow-ups, promotions, and customer communications

Form templates (1 new)

Business Coaching & Consulting: Education Tutor template for lead capture aligned with coaching and consulting workflows

Survey templates (1 new)

Finance: Banking & Payment Feedback template designed for structured feedback collection from customers

Creative: 2 templates including Art Gallery
Medical: 2 templates including Dental Clinic

Facebook ad templates (5 new)

Health & Wellness: Multiple campaign-ready layouts with proven structures you can customize quickly for your audience

Getting the Most from These Templates

Keep your messaging consistent

Deploying related templates across multiple channels, such as a website plus forms plus email, helps your audience recognize your brand and reduces friction as leads move through your pipeline.

Customize to fit your business

These templates are starting points. Modify copy, imagery, and calls to action to match your brand voice and the specific needs of your audience.

Stay compliant in regulated industries

If you work in finance, healthcare, or another regulated space, review your customizations carefully against applicable guidelines. You can find more information on our Compliance page.

Voice Dictation Now Available in AI Builder and Assistant

Released February 16, 2026

You can now use your voice to interact with AI Builder and AI Assistant in SMBcrm. Instead of typing out workflow instructions or questions, just speak naturally and let the system transcribe and process your input.

What’s New

Voice-to-workflow creation

Click the microphone icon in the AI Builder prompt box, describe the workflow you want, and SMBcrm transcribes your speech and generates the corresponding workflow automatically. This is especially useful when you want to quickly capture an idea or prefer talking through your automation logic.

Multi-language support

The voice recognition system supports multiple languages, so globally distributed teams can work in their preferred language without switching tools.

Faster drafting

Go from concept to a functional workflow draft in seconds. Voice input eliminates the typing step during initial configuration, making it faster to get a first version built that you can then review and refine.

How to Use It

Open the workflow builder and find the AI Builder prompt box
Click the microphone icon
Speak your workflow requirements naturally
The system transcribes your speech and generates the workflow
Review, refine, and activate

Tips for Best Results

Be specific: Include goals, triggers, and actions in your description. For example, “When a new lead comes in, tag them as hot, send a welcome email, and assign a follow-up task to the sales team.”
Review before activating: Voice-generated workflows are a strong starting point, but always verify timing, assignments, and messaging before turning them on.

Workflows Builder: Expanded Error Highlighting

Released February 16, 2026

The SMBcrm Workflows Builder now catches more configuration issues before your workflows go live. We have expanded error highlighting coverage and strengthened save-time validation so you can spot problems earlier and fix them faster.

What Changed

Expanded validation coverage

The error highlighting system now covers significantly more workflow components:

Actions with error highlighting: Increased from 14 to 48
Triggers with error highlighting: Increased from 26 to 28

That means far more of your workflow steps are now visually flagged when something is misconfigured, right inside the builder interface.

Stronger If-Else and Wait validation

Validation for If-Else and Wait steps now runs during the save process. Previously, some configuration problems in these steps would only surface during execution. Now they are caught at the point of commitment, before your workflow is activated.

Why This Matters

Faster troubleshooting. Misconfigurations are highlighted directly in the builder, making it easy to see exactly which step needs attention.

Fewer execution failures. Catching issues during setup means fewer workflows failing after they have been turned on, which saves you time and protects your automations from unexpected interruptions.

Greater confidence. When you hit save and see no errors, you can trust that your workflow is structurally sound. This is especially valuable when managing complex automations with many branching paths.

Advanced Tag Filtering for Opportunity and Invoice Triggers

Released February 20, 2026

Advanced tag filtering in SMBcrm workflow triggers has expanded beyond contact-based triggers to include opportunity-based triggers and invoices. This expansion provides enhanced control over automation execution based on contact tags.

What This Update Does

You can now refine trigger conditions using advanced tag filtering, ensuring workflows only activate for the appropriate contacts. This functionality helps minimize unnecessary workflow runs and simplifies your automation logic as your tagging strategy expands.

Now Live for These Triggers

Previously available on:

Contact Created
Contact DND

Now also available on:

Opportunity Created
Opportunity Changed
Opportunity Status Changed
Pipeline Stage Changed
Invoice

How Teams Typically Use This

Cleaner Opportunity Automations

If you use tags for segmentation like lead source, customer type, region, or service line, you can prevent opportunity workflows from running for contacts that do not match the intended audience.

Assign Template Signature Fields to Any Staff Member

Released February 20, 2026

Previously, the template editor restricted signature field assignments to three options: Contact, Sender, or Yourself. This limitation was problematic when organizations needed specific team members, such as account managers or authorized signers, to provide business signatures.

You can now assign signature fields to anyone on your full staff list directly inside the template editor.

How to Use It

Navigate to Templates and create a new template or edit an existing one
Add a Signature field or fillable field requiring signing
In the right-side Properties panel, select To be signed by
Choose the appropriate person from the staff list
Save the template

Once saved, that staff member will be automatically assigned the signature role when the document is used.

Why This Matters

This enhancement benefits teams managing multi-user document processes by:

Enabling assignment of business-side signatures to the correct staff member rather than generic options
Eliminating repetitive manual reassignment tasks during document distribution
Enabling more scalable and standardized document workflows as teams expand

Audit Logs for Deleted Page Builder Assets

Released February 20, 2026

SMBcrm has enhanced its Page Builder with audit logging for deleted assets. Audit logs are now created whenever certain saved builder assets are deleted, giving you a clearer trail of what changed and when.

What’s Included

Deletion logs now track the following asset types:

Section Templates
Global Sections
Universal Sections
Element Templates
Universal Element Templates

Coverage extends across Funnels, Websites, Stores, and Webinars.

What Gets Logged When an Asset Is Deleted

When these assets are removed, the system records a Deleted audit log entry containing:

The asset name
The asset ID

This specificity is valuable when distinguishing between similarly named components.

How to Access Audit Logs

Navigate to Settings → Audit Logs
Search by user to filter activity
Filter by action to locate “Deleted” entries
Review timestamps and change details

Why This Matters

The feature addresses accidental removals in collaborative settings. It enables quick verification of what was deleted, identification by asset ID, and confirmation of when deletion occurred.

Bulk Set Date-Specific Hours for Meetings and Rentals

Released February 20, 2026

Managing date-specific availability is now much faster across Meetings and Rentals (Private Beta). Previously, setting date-specific hours required individual date configuration. The new feature enables you to select multiple dates at once and apply a single set of hours in one action.

What’s New

Select Multiple Dates at Once

Choose more than one date from the date picker when adding date-specific hours, then apply the same start and end time across all selected dates.

Set Hours Once and Apply in Bulk

Instead of repeating the same setup day-by-day:

Configure start and end time once for the selected dates
Apply the configuration across all selected dates in one action
View grouped date ranges for cleaner organization

How Date Grouping Works

When selecting multiple dates, the system automatically groups consecutive dates together to simplify management.

Grouping Rules

Consecutive dates are grouped into a single block
Non-consecutive dates are shown as separate blocks

Example

If you select Jan 2, 3, 4, 5, 8, and 9:

Jan 2-5 appears as one grouped entry
Jan 8-9 appears as another grouped entry

Each grouped entry can be edited or deleted independently later.

Why This Matters

This update helps adjust availability for holidays, special events, or short-term schedule changes. It saves time by removing repetitive date-by-date setup, keeps date-specific availability cleaner with smart grouping, and works well for seasonal hours, closures, and limited-time schedules.

Released February 20, 2026

You can now trigger workflows when a customer replies through an All-in-One Chat widget. This update adds clearer options and more specific filters, so you can build automations based on exactly how a customer responded.

What This Update Helps You Do

Select All-in-One Chat directly from the Reply Channel dropdown
Filter replies by Chat Type (Chat Widget or Live Chat)
Select specific All-in-One Chat widget configurations
Create cleaner, more precise workflow logic for unified chat setups

What’s New in the Customer Replied Trigger

All-in-One Chat as a Reply Channel

Inside the Customer Replied trigger, you will now see All-in-One Chat as an option under Reply Channel, alongside other channels like Email, Messenger, and more.

Additional Filters

Once Reply Channel is set to All-in-One Chat, two extra layers of filtering appear:

Chat Type filter - Choose between Chat Widget or Live Chat to decide whether the reply needs to come from a full chat widget experience or specifically from the live chat component.

Dynamic widget configuration selection - Based on your Chat Type selection, the next filter updates automatically. If Chat Type is Chat Widget, you see a dropdown listing only All-in-One Chat widgets. If Chat Type is Live Chat, you see a dropdown listing All-in-One Live Chat configurations.

How to Use It

Go to Automation → Workflows
Add a trigger: Customer Replied
Under Reply Channel, select All In One Chat
Choose Chat Type: Chat Widget or Live Chat
Select the specific configuration
Click Save Trigger, add your actions, and publish your workflow

Why This Matters

Previously, replies from unified chat experiences were harder to distinguish cleanly. Now you get a dedicated All-in-One Chat option with structured filters, making it easier to maintain workflows and keep routing and follow-ups consistent across chat sources.

Notes

All-in-One Chat support is currently available only in the Customer Replied trigger
Existing Chat Widget-based workflow triggers continue working as they do today
No migration is required

Early Access: AI-Powered WordPress Page Builder

Released February 20, 2026

A new AI-powered tool accelerates WordPress landing page creation by generating complete first drafts. This enables you to minimize initial setup work and focus on refining design and messaging, which is particularly valuable when you need rapid deployment, offer testing, or multi-audience page variations.

Accessing the AI Page Builder

Navigate to WordPress → All Sites → Manage Website → Pages → AI Generated Pages.

How It Works

Define Your Vision

Provide inputs helping the AI understand your project:

Business niche (e.g., Retail Store)
Business goal (e.g., Sell products)
Desired vibe (e.g., Luxurious)

Smart Prompting

Describe your requirements in natural language. The Improvise feature optimizes phrasing for improved results.

AI-Generated Foundation

The system produces a complete page layout with recommended text and imagery, delivering a functional starting point within minutes.

Editable in Existing Builder

Generated pages render as standard Elementor pages, allowing normal editing workflows.

Customization Features

Instant Re-styling

Apply curated color palettes (Marine, Nature, Earth) to align with your brand identity.

Tone Adjustment

Modify copy voice through single-click options: Professional, Friendly, Compelling, or Confident.

Content Refinement

Adjust individual text blocks using options like Refine, Shorten, or Elaborate.

Credits and Usage

12 AI page generation credits per site are included monthly. The dashboard displays your remaining balance.

Early Access Activation via Labs

Enable through Settings → Labs → Accounts tab by searching for “WordPress | AI Driven Content Generation” and activating for your accounts.

Open Invoices and Estimates in a New Tab

Released February 20, 2026

You can now access invoices and estimates through a separate browser tab using the 3-dot menu in the invoice list. This feature enables viewing and editing without disrupting your current list view.

How to Use It

Navigate to Payments → Invoices & Estimates
Locate the desired invoice or estimate
Click the 3-dot menu next to the item
Choose Edit in a new tab
The document opens separately while preserving your list

Why This Matters

Faster Editing Without Losing Your Spot

Managing multiple invoices becomes more efficient, allowing sequential reviews and updates without interruption, particularly when handling numerous items consecutively.

Keeps Your List View Unchanged

Opening documents in a new tab preserves:

Applied filters
Search criteria
Scroll position within the list

Rich Text Editor for Service Descriptions in Services v2

Released February 20, 2026

Service descriptions in Services v2 now support a rich text editor, giving you more control over how your services appear on your booking pages. This makes it easier to create descriptions that are clearer, more scannable, and better organized for customers.

What’s New

Text Styling

Use bold, italics, underline, or strikethrough to emphasize key details like requirements, time estimates, or included deliverables.

Lists

Add bulleted or numbered lists to break down what’s included, prep instructions, who the service is for, and what to bring.

Hyperlinks

Insert clickable links to helpful resources like your policies, intake forms, preparation instructions, and FAQ pages.

Text and Background Colors

Customize text and highlighting to improve readability and match your brand style.

Headings and Paragraphs

Structure longer descriptions so customers can quickly find what they need.

Text Alignment

Align content left, center, or right depending on your layout preferences.

How to Use It

Go to Calendar Settings → Services
Edit an existing service or create a new one
In the Description section, you will see the new rich text editor options
Use the toolbar to format your text and add elements
Click Save Changes to publish the updated description

Why This Helps

Better-formatted service descriptions can reduce back-and-forth by setting expectations up front. Customers can more easily understand what they are booking, what is included, and any important policies or next steps before confirming an appointment.

New Email Campaign APIs and Unified Performance Metrics

Released February 23, 2026

SMBcrm has introduced new Email Campaign APIs designed to help developers and data teams retrieve campaigns and access performance metrics uniformly across different campaign types.

Workflow Campaigns Listing API

Developers can now programmatically access a list of workflow-based email campaigns, enabling easier auditing of active campaigns and development of custom reporting or management tools.

Bulk Action Campaigns Listing API

A new API endpoint allows retrieval of bulk action email campaigns, providing improved visibility into mass sends and one-time campaigns initiated outside standard workflow processes.

Unified Campaign Statistics API

A consolidated reporting endpoint now provides consistent access to performance data across multiple campaign sources. The API includes:

Support for email campaigns, workflow campaigns, and bulk action sources
Key performance metrics including sent, opened, clicked, and related data points
Workflow-level detail via optional subSourceId parameter for granular analysis

Why This Matters

Email reporting across multiple campaign types can create fragmented data. These APIs consolidate reporting through a unified interface, enabling more reliable team access to performance information.

Practical use cases include:

Centralized analytics and business intelligence reporting across campaign sources
Account-wide email performance aggregation without manual data exports
Scalable monitoring and alerting for teams managing multiple locations or accounts

Released February 23, 2026

SMBcrm has launched a collection of pre-designed templates across multiple marketing channels. These resources accelerate campaign deployment while maintaining consistent branding, spanning website design, social media content, and paid advertising platforms.

What’s Included in This Release

Website Templates

Home Services: 1 template

Real Estate: 2 templates
Restaurant & Bar: 2 templates

Facebook Ad Templates

Finance: 1 template
Beauty & Fashion: 1 template
Automotive: 1 template
Business Coaching & Consulting: 1 template
Creative: 1 template

Google Ad Templates

Real Estate Investor
Tea House
RV Rental Agency

How These Templates Help Day to Day

Move Faster from Idea to Launch

Templates provide pre-built structures for real-world campaigns, allowing you to customize copy, branding, and offers quickly.

Keep Your Brand Consistent Across Channels

Coordinated assets across web, social, and advertising help maintain unified messaging and visual identity.

Make It Easier to Test and Iterate

Templates serve as baselines for creating variations to test different headlines, visuals, and calls-to-action without rebuilding campaigns from scratch.

One-Click Bulk Company Export to CSV

Released February 23, 2026

You can now export multiple company records to a CSV file in a single click from the Companies table. This feature streamlines data extraction for reporting and offline analysis.

What’s New

Bulk export from Companies table: Select multiple company records and export them directly using the action bar
Export all companies: Use the 3-dot menu to export every company in the table at once
Real-time progress tracking: A modal displays record count and completion percentage during the export
Full CSV downloads: All selected company fields are included in the exported file

How to Use

For Selected Companies

Navigate to Contacts → Companies and select records via checkboxes
Click Export in the action bar and download the CSV once complete

For All Companies

Go to Contacts → Companies and click the 3-dot menu
Select Export and wait for the file to download

Benefits

This feature helps teams process larger company datasets more efficiently, share data with external stakeholders, enhance reporting and offline analysis workflows, and eliminate manual record-by-record data extraction.

Conversation AI Response Style Settings

Released February 24, 2026

Conversation AI now includes response style settings that let you control how long and detailed bot replies should be. You can choose from Concise, Balanced, or Detailed based on how you want your bot to respond in customer conversations.

This update applies at the bot level and influences how AI responses are generated in Auto-Pilot mode. You can learn more about related AI features and communication tools.

What Changed

You can now:

Turn response style settings on or off
Choose one of three response styles:
- Concise for short replies of about 30 words
- Balanced for moderate detail of about 80 words
- Detailed for more complete replies of up to 200 words
Apply the setting at the bot level
Influence how replies are generated in Auto-Pilot mode

If this setting is turned off, the bot will continue responding as it does today.

How to Use It

Go to Conversation AI and open Bot Settings
Scroll to Response Settings
Turn on Response Style Settings
Select Concise, Balanced, or Detailed
Click Save

Important Notes

Response style is a guiding instruction, not a strict word cap
Reply length may vary based on the conversation and the amount of information needed
Avoid adding conflicting length instructions in your custom prompt, such as requiring a fixed word count
If multiple length instructions are used, prompt-level instructions may override or conflict with the selected style

Why It Matters

This gives you more control over reply depth without changing your prompts. It can also help create more natural conversations and better match response length to the context of each interaction.

Sort Custom Object List Views by Custom Fields

Released February 24, 2026

You can now sort custom object list views by custom fields, not just created or updated dates. This update helps you organize and prioritize records using the data that matters most to your team.

For teams using CRM and contact management tools, this can make large record lists easier to scan and manage. It pairs well with automation workflows that trigger based on field values.

What Changed

Sort custom object list views by custom fields
Sort from the Sort dropdown or by clicking a column header
Toggle between ascending and descending order

How to Use It

Sort from a column header

Click a custom field column header to sort the list. Click it again to reverse the sort order.

Open List View, click Sort, choose a custom field, and then select ascending or descending order.

This is useful when the field you want to sort by is not currently shown in the list view.

Why It Matters

Faster navigation in large datasets
Easier prioritization for values like price, renewal date, status, or priority
Less manual scanning and filtering

Notes

Sorting is not supported for these field types:

Dropdown (Multiple)
Checkbox
Textbox List

Updated Toll-Free Verification for Political Messaging

Released February 24, 2026

SMBcrm has updated the toll-free verification flow to align with revised carrier requirements, with added requirements for political election campaign use cases.

This update includes:

A redesigned multi-step verification flow
Additional required business details
Expanded messaging use case information
Campaign Verify token support for political messaging

These changes affect how SMS and communication features are verified for compliance. If you use workflow automations that send SMS messages, make sure your toll-free verification is up to date.

What Changed in the Verification Flow

The updated flow now collects more complete information across three steps.

Step 1: Business and Contact Information

Users are now asked to provide:

Legal entity name
DBA name
Legal entity type
Business registration authority, number, and country when applicable
Website URL
First and last name
Email
Country code and phone number

Step 2: Business Address

The address step includes:

Country code
State
Address line 1
City
Postal or ZIP code

Step 3: Messaging Use Case

The use case step now requires more detail to support messaging transparency, including:

Estimated monthly volume
Opt-in type
Use case categories
Public image URLs showing opt-in workflow proof
Detailed use case description
Sample message content

Users must also certify agreement to the Terms of Service before submission.

Political Campaign Requirements

Carriers have introduced stricter compliance standards for political election campaigns using toll-free numbers.

Effective February 17, 2026:

All new and existing toll-free verifications for Political Election Campaigns must include a valid Campaign Verify Auth Token
Without a valid token, political use cases may be rejected or restricted

When the use case category is set to Political Election Campaigns, these additional fields appear:

Campaign Vetting Token (CV Auth Token)
Vetting Provider (Campaign Verify)

The CV Auth Token must follow this format:

cv||mno|tfree||

How to Get a Campaign Verify Token

Political organizations must complete verification directly with Campaign Verify before submitting toll-free verification.

The process includes:

Registering the political organization
Completing identity and eligibility verification
Undergoing required compliance checks
Receiving a CV Auth Token upon approval
Entering that token in the toll-free verification form

Important Compliance Notes

Applies to both new and existing toll-free numbers
Required for federal, state, and local political campaigns
Carriers may reject traffic without proper Campaign Verify authentication
Increased messaging throughput and compliance approval depend on valid verification

Who Is Affected

This update is relevant for:

Accounts sending political messaging over toll-free numbers
Existing toll-free numbers already approved for political use cases

Why It Matters

These changes help reduce rejection risk, improve transparency in the verification process, and support compliance for political messaging.

AI Builder Cuts Workflow Generation Time by 52%

Released February 25, 2026

AI Builder now generates workflows in under 28 seconds on average, compared with about 60 seconds before. Based on internal automation testing, this improvement also applies to custom prompts, not just template prompts.

For teams using automation tools, this means faster workflow setup without a reported tradeoff in accuracy or correctness.

What changed

Average workflow generation time dropped from about 60 seconds to under 28 seconds
The source notes a 52.8% reduction in latency
The improvement applies to custom user prompts as well as template prompts
Workflow accuracy and correctness remain unchanged

Why it matters

AI Builder is now faster than manual workflow creation, including for experienced users. That makes it a quicker way to build workflows across different skill levels, not just for beginners.

Availability

AI Builder is currently available in Labs and is free to use. You can enable it in Settings under Labs and Company.

Blogs: Improved URL Importer Experience

Released February 25, 2026

SMBcrm has updated the blog URL importer to make content migration easier and more reliable. The experience now includes a clearer import flow, simpler metadata mapping, and better handling for posts that are only partially mapped.

What changed

Clearer import flow

The importer now follows a more guided process:

Scan
Review
Map
Import

Updates include:

Improved button labels
Clearer progression between steps
Better scanning feedback
More intuitive placeholder text

Easier content mapping

The metadata mapping experience has been simplified to reduce friction during import.

Changes include:

Fixed Previous and Next navigation issues
Clearer preview and selection experience
Better visibility into mapped versus unmapped posts

This makes it easier to see what is ready to import before you continue.

Manual metadata mapping during import

If imported posts are missing metadata, you can now add it during the import process instead of cancelling and starting over.

This includes:

Categories
Authors
Tags

Smarter handling for mapped and unmapped posts

Imports are now more flexible:

Mapped posts are imported as Published
Unmapped posts are imported as Draft

You can import both types in the same process without being blocked, while still keeping content status aligned with mapping completeness.

Why it matters

These changes help users:

Complete blog migrations with higher success rates
Move content from an external CMS with more confidence
Avoid manual copy and paste workflows
Reduce support dependency for blog recovery or mapping issues

How to use it

Go to Sites → Blogs.
Click Create New Blog Post → Import.
Enter the homepage URL and scan.
Review the detected posts.
Map metadata such as author, category, and tags if needed.
Import mapped and or unmapped posts.

Posts are automatically assigned the appropriate status based on mapping:

Published for mapped posts
Draft for unmapped posts

Bulk Import for Companies

Released February 25, 2026

You can import company records into CRM in bulk with a structured CSV workflow. This update supports creating new companies, updating existing ones, or doing both in a guided 4-step process.

This feature is currently available behind Labs. Enable it in your account under Labs by turning on Company and Custom Object Import.

What’s Included

Bulk CSV import for company records
A 4-step guided flow: Start, Upload, Map, and Verify
Options to:
1. Create new companies
2. Create and update existing companies
3. Update existing companies
Duplicate detection based on Company ID
Column-to-field mapping with preview data
Protection against overwriting fields with empty values
A review screen before the import runs
A dedicated Bulk Actions page for tracking company imports
Import statistics for success, errors, and warnings
A downloadable import report for auditing

Why It Matters

Bulk company import can speed up CRM migration work, reduce manual data entry, and improve accuracy during onboarding. It also gives teams clearer visibility into import results so issues can be reviewed and corrected more easily.

Bulk Import for Custom Objects

Released February 25, 2026

SMBcrm now supports bulk CSV imports for custom object records using the same general flow used for contacts and opportunities.

This helps teams add or update records faster, control how duplicates are handled, and monitor results from a single import workflow inside CRM & Sales.

What changed

You can now import custom object records in bulk by CSV with these options:

Create new records
Update existing records
Create and update in the same import
Choose whether blank cells overwrite existing values
Review import success and error counts in Bulk Actions

This feature is available under account Labs as Company and Custom Object Import.

How it works

Go to Custom Object > Import.
Upload your CSV file.
Choose an import mode:
- Create creates new records
- Update requires a Record ID
- Create + Update updates a record when a Record ID exists and creates one when it does not
Map your columns, review the import, and start it.
Track progress and results in Bulk Actions.

Duplicate handling

If your custom object includes multiple unique fields in the import mapping, you will choose one field to use for deduplication.

If another unique field conflicts, that row will fail. This helps prevent accidental duplicate or invalid records.

Current limitation

Only one custom object can be imported at a time.

Canva Integration in Media Storage

Released February 25, 2026

You can now connect Canva directly in Media Storage to browse designs, edit files, download assets, and import designs into My Media.

This update reduces back-and-forth work between Canva and SMBcrm and helps keep asset management in one place.

What You Can Do

With the Canva connection in Media Storage, you can:

Browse Canva designs
Edit a design in Canva
Download files
Import designs into My Media

How It Works

Canva is connected at the account level.

Only one Canva account can be connected per account
All users in the account can view assets
Proxy users using Login As cannot access the Canva connection

How to Use It

Connect Canva

Go to Media Storage and open the Canva tab
Select Connect
Install Canva from the App Marketplace
Complete OAuth
Your designs will appear in Media Storage

Edit from the Canva Tab

Open the 3-dot menu on a design
Select Edit in Canva
Import the updated version back into My Media

Edit from My Media

Editing from My Media is available for PNG, JPG, and JPEG files.

Open the file in My Media
Select Edit in Canva
Re-import the updated version

Permissions and Access

The installer has full edit access
Other users can view, search, download, and import assets
Only one OAuth connection is allowed per installation

If a non-installer tries to edit a file, they will have view-only access and may need to import it into their own storage or contact an admin.

Additional Notes

Smart Design Tracking

Smart design tracking helps prevent duplicate Canva copies when editing from My Media.

Disconnecting Canva

To disconnect Canva, uninstall it through the App Marketplace.

Previously imported files will remain in your account.

Good to Know

Only one Canva account can be connected per account
Files must be imported before they can be used in funnels or emails
Private Canva files cannot be edited

Improved Calendar Settings Experience

Released February 25, 2026

SMBcrm has updated the Calendar Settings experience to make configuration clearer, more structured, and easier to navigate. The redesigned layout groups related settings together, adds contextual helper text, and uses more screen space for better readability.

What Changed

Clearer settings organization

Calendar settings are now grouped into defined sections:

Basic details
Staff and account
Availability
Booking rules
Advanced settings

The Advanced settings section includes:

Form and confirmation
Payments
Notifications and policies
Widget appearance
External sync for event calendars
Booking channels for other calendar types

This structure keeps related options together and makes navigation more intuitive.

Contextual helper text

Each section now includes short helper text to explain the purpose of its settings. This should make options easier to understand, especially for users setting up calendars for the first time.

Wider layout

The Calendar Settings panel now uses a wider layout to improve readability. According to the update, this helps reduce vertical stacking, improves spacing between fields, and remains responsive across standard screen sizes.

How to Access It

Go to Calendars → Calendar Settings → Meetings → Edit Calendar to view the updated layout.

Why It Matters

This update is designed to help users:

Set up calendars more quickly
Read and review settings more easily
See more options without excessive scrolling
Find configuration settings with less confusion

LinkedIn Ad Campaigns Now in Account Templates

Released February 25, 2026

Agency users can now include LinkedIn ad campaign structures in account templates and apply them across accounts. This helps teams reuse campaign setups without rebuilding campaign groups, campaigns, and ads manually.

What Changed

You can now include LinkedIn ad campaigns in account template workflows.

LinkedIn campaign structures preserve the full hierarchy:

Campaign Group
Campaign
Ad

This asset is available when creating a template and when choosing which assets to apply to another account.

How It Works

When creating a template, you can expand the LinkedIn ad campaigns section under marketing assets and select individual campaigns or choose all available campaigns. The selected and total counts are shown during selection.

When applying a template to another account, you can select LinkedIn ad campaigns as part of the asset selection step.

The system uses the same conflict detection and overwrite behavior already used for other ad campaign asset types.

Important Notes

If LinkedIn is not connected in the destination account, imported campaigns are still created as draft campaigns.
Imported campaigns are always created in draft state.
Lead Gen Forms are not included.
Reporting data, billing history, and ad account credentials are not transferred.

Why It Matters

This update makes it easier for agencies to reuse LinkedIn campaign setups across client accounts while keeping campaign structure intact. It also reduces manual setup work for repeatable LinkedIn advertising workflows.

Record IDs Are Easier to Find in Lists and Record Details

Released February 25, 2026

SMBcrm has improved Record ID visibility for Custom Objects, Companies, and Tasks. You can now add Record ID as a list column and view it in the record detail footer.

This update helps users quickly reference record identifiers for troubleshooting, integrations, and automation testing inside CRM & Sales.

What’s Changed

List view: You can now add Record ID as a column from Manage Fields.
Record details: Record ID now appears in the footer of the record detail panel.
The list column is off by default, so your view stays unchanged unless you enable it.

How to Use It

Open a list view and click Manage Fields.
Enable Record ID to show it as a column.
Open any record and scroll to the footer of the detail panel to view or copy the Record ID.

Why It Matters

Faster debugging for automations and integrations
Easier copying and referencing for API workflows
Less time spent looking for identifiers during support or QA

Schema Markup Generator in Website and Funnel Builder

Released February 25, 2026

SMBcrm now includes a built-in Schema Markup Generator in the Website and Funnel Builder. It lets you create, validate, and publish structured data on a page without external tools or manual code injection.

This release also renames the SEO Meta Data section to SEO & AI search optimization.

Why it matters

Schema markup helps search engines and AI systems understand what a page is about. This can support visibility in rich results, AI overviews, and citation-focused experiences.

Instead of relying on outside validators or manual code edits, you can now manage schema directly inside SMBcrm while working on your website or funnel pages. This fits naturally alongside your broader Reputation & Growth tools.

What the Schema Markup Generator includes

More than 140 schema types
A no-code Form View for guided setup
A JSON View for direct JSON-LD editing
Built-in validation against Schema.org and Google rich results guidelines on save
One-click save and publish workflow
Support for multiple schema types on a single page

Where to find it

To use the feature:

Go to Agency Settings and enable Schema Markup Generator in Labs for selected accounts or all accounts.
Open the Website/Funnel Builder.
Edit a page and open SEO & AI search optimization in the left panel.
Select Schema Markup and click Add Schema.

How it works

Choose a schema type such as LocalBusiness, FAQPage, or Product.
Complete the fields in Form View, or switch to JSON View to paste or write JSON-LD directly.
Click Validate & Save. If validation fails, errors are shown inline.
Publish the page to make the schema live.

Supported schema types

Supported options include:

Organization
Website
BreadcrumbList
Article and BlogPosting
FAQPage
QAPage
HowTo
VideoObject
Person
Product
LocalBusiness
Event

This also includes child types under those categories.

Good to know

Schema is page-specific and does not carry over to other pages or funnel steps.
Schema appears in preview after saving, but it only goes live when the page is published.
Schema is not auto-generated when creating a new page with AI. You need to add it manually after the content is ready.

Advanced Builder Now Auto-Connects Workflow Steps

Released February 27, 2026

You can now drag and drop triggers and actions directly onto the workflow canvas in the Advanced Builder. When you place a step at the end of a branch or between existing steps, it connects automatically.

This update makes it faster to build visual automations in Automation before configuring each step.

How it works

From the Triggers and Actions sidebar, drag a trigger or action onto the canvas.

Drop it on the last node to extend a branch
Drop it between two nodes to insert it into the middle of a workflow
The step connects automatically in the correct position
After placement, you can configure and save it

How to use it

Open the Triggers and Actions sidebar in the Workflow Builder.
Drag the trigger or action you want onto the canvas.
Drop it where it belongs.
Configure the step and save it.

What to keep in mind

Actions can be dropped at the end of a branch or between two existing nodes
Dropped actions must be configured before they can run
Workflows will not execute incomplete or unconfigured actions

Update Stripe ACH Settings for Nacha Compliance

Released February 27, 2026

If you accept ACH payments through Stripe in SMBcrm, review your Stripe account settings to make sure they meet updated Nacha requirements.

This applies to businesses that accept ACH Direct Debit, or plan to accept US bank account payments, through Stripe connected to SMBcrm. The change is effective March 20, 2026.

You can learn more about SMBcrm’s Payments & Commerce tools, but these required changes must be made in your Stripe account.

Who needs to take action

You should review this if:

You have a Stripe account connected to SMBcrm and accept ACH Direct Debit
You have a Stripe account connected to SMBcrm and plan to accept US bank account payments
You manage client accounts with connected Stripe accounts that accept ACH Direct Debit or US bank account payments

What you need to update in Stripe

Stripe now requires you to choose how ACH transactions should be classified.

The available options are:

Automatically classify transactions Stripe determines whether each transaction represents a purchase of goods based on available transaction and merchant details. According to the source update, this works for most businesses and does not require code changes.
Classify all ACH transactions as goods Use this if you only sell physical or digital products.
Do not classify any transactions as goods Use this if you provide services, accept donations, or collect bill payments instead of selling goods.

How to configure transaction classification

Open your Stripe Dashboard.
Go to Settings and then Payment.
Find the Nacha compliance section.
Choose one of the three transaction classification options.
Save your changes.

Important to know

SMBcrm does not make these updates for you. These settings are controlled in your Stripe account, so you must complete the update directly in Stripe.

If you are unsure which option to choose, contact Stripe support for guidance.

Workflow Version History Now Restores in the Correct Builder

Released February 27, 2026

SMBcrm has improved Workflow Version History so you can restore versions created in either builder without manually switching first. When you restore a saved version, the system opens the builder where that version was originally created.

This update helps preserve workflow structure and makes it easier to work confidently across different workflow-building experiences in Automation.

What Changed

Each saved workflow version now keeps track of which builder was used when it was created.

When you choose Restore, SMBcrm:

identifies the builder used for that version
switches to the correct builder automatically
loads that exact version as originally built

Why It Matters

Previously, users working across both builders could run into friction when previewing or restoring older workflow versions. This improvement keeps the original context intact so versions restore as expected.

How to Use It

Open a workflow and go to Version History.
Select the version you want to view or restore.
Click Restore.
SMBcrm automatically opens the correct builder for that version.

Example

If you created a workflow in the Standard Builder, then later updated it in the Advanced Builder, you can now restore the earlier version and SMBcrm will switch back to the Standard Builder automatically.

Additional Notes

This applies to workflows with saved versions across both builders.
A restored version always opens in the builder where it was originally created.
No manual builder switching is required during restore.

New Templates for Websites, Email, Forms, and Ads

Released February 28, 2026

SMBcrm has added a fresh set of templates to help teams launch marketing assets more quickly. The update includes new options for websites, email, forms, surveys, social content, Facebook ads, and Google ads.

What was added

Website templates

1 website template
- Legal

Email templates

1 email template
- Insurance

Form templates

1 form template
- Creative

Survey templates

1 survey template
- Health & Wellness

4 social templates
- Business Coaching and Consulting
- Beauty & Fashion

Facebook ad templates

2 Facebook ad templates
- Creative
- Automotive

Google ad templates

3 Google ad templates
- Automotive: Auto Body Services
- Beauty & Fashion: Makeup Artist
- Business Coaching & Consulting: Financial Consultant

Why it matters

These additions give teams more ready-made starting points for common campaign and content needs. With more industry-specific options available, it can be faster to build assets and customize them for your brand and audience.

February 2026 Updates

Overview

New Website, Email, Form, Social, and Ad Templates

What’s New: Ready-to-Use Templates

Template Release Details

Website Templates (1 new)

Email Templates (1 new)

Form Templates (1 new)

Survey Templates (1 new)

Social Media Templates (4 new)

Google Ad Templates (5 new)

Why Use Templates

Conversation AI Auto Follow-Up Is Now Flow-Based

What’s New

Why This Matters

Supported Actions

Recommendations

Flexible RSS Publishing in Social Planner

What’s New

Description Inclusion Option

Multi-Item Preview

Platform-Specific Content Generation

Why This Matters

How to Access

Schedule and Drip Deliver Bulk WhatsApp Messages in SMBcrm

What’s New

Scheduled Sends

Drip Mode (Batch Delivery)

Progress Monitoring

How to Set It Up

Why This Matters

Skip Daily Task Alerts When You Have No Tasks

What’s New

Skip Daily Task Summaries When There Are No Tasks

Where to Find It

Generate Marketing Audit Reports Automatically in Workflows

What’s New

What the Audit Report Covers

Why This Matters

How to Set It Up

Improved Email Builder UI with New Layout and Controls

New Design Controls

Image Element Borders

Section Background Images

Repositionable Edit Panel

Key Benefits

How to Access

Pause Individual Workflow Actions in the Standard Builder

Why This Matters

How It Works

Use Cases

Advanced Tag Filtering for Workflow Triggers

New Tag Operators

Multi-Select Support

Stack Multiple Tag Filters with AND Logic

Current Availability

AI Builder Now Generates Workflows in 5 to 10 Seconds

Why Speed Matters

What This Update Covers

Use Cases

How to Enable AI Builder

Email AI Beta 2.0: Faster Guided On-Brand Drafts

Key New Features

Reference-Based Generation

Assist Mode

Brand Board Integration

Enhanced Layout Intelligence

Conversational Workflow

Version Control

What This Means for Your Team

How to Enable Email AI Beta 2.0

Find Contact Matches Secondary Emails and Phones

Why This Matters

How to Set It Up

Key Benefits

OpenRouter Actions and Triggers in SMBcrm Workflows

How the Generate Response Action Works

Practical Use Cases

How to Set It Up

Pricing