March 2026 Updates

Overview

March 2026 brought 101 updates to SMBcrm, with focus on Automation, CRM & Sales, Calendars, and Communication.

Highlights include Rentals for Flexible Multi-Day Bookings, Inbound Email Support in SMBcrm Conversation AI, and ACH Bank Transfers for US and Canada Accounts Using NMI.

Add Cost Price and Margin to Products

Released March 3, 2026

You can now add a cost price and margin to each product price or variant in SMBcrm. This gives you a built-in way to track profitability without relying on spreadsheets or outside tools.

Cost data can now flow into invoices, calendars, and transaction exports, helping you understand what you are making on each sale. This update is part of Payments & Commerce.

What Changed

Add cost price and margin under any product price or variant using a new Add Margin toggle.
The toggle is off by default, so existing products are unaffected unless you enable it.
Choose either Amount or Percentage mode for margin.
If you enter one value, the other is calculated automatically based on the selling price.
Margin percentages above 100% are supported. This indicates the cost is higher than the selling price.
A new Line Item Cost Price column is included in Transactions CSV exports when a product has a defined cost price.

How It Works in Invoices, Calendars, and Exports

For invoices and calendars where prices are manually overridden, cost price is still pulled from the original product. It is not recalculated from the overridden sale price.

This keeps cost tracking consistent across product-based sales records and exported transaction data.

Where to Find It

To configure cost price and margin:

Go to Payments → Products
Create or edit a product
In the Pricing section, enable Add Margin
Set the cost price and margin for any product price or variant

To export transaction data:

Go to Payments → Transactions
Export the CSV
Look for the Line Item Cost Price column when cost price has been defined for a product

Planned Improvements

The source release notes these planned additions:

Bulk cost price editing across products
Margin data in additional export types
Cost price and margin updates and usage on invoices

AI-Powered Field Tooltips in Workflows

Released March 3, 2026

Workflow action fields now include AI-powered tooltips that provide contextual explanations directly inside the builder.

This builds on the existing AI “Learn More” guidance for actions and triggers by extending help to the individual field level. In supported fields, hovering over the info icon shows a short description of the field’s purpose along with an Explain option. Selecting Explain opens the AI assistant with a more detailed explanation of the field and how it affects the workflow.

Users can also ask follow-up questions without leaving the builder, making it easier to understand settings while working in automation workflows.

Current Availability

This feature is currently in experiment mode.

At this stage, it is live on two fields within Advanced Settings for the Manual Action to SMS and Manual Action to Call actions. Broader rollout will depend on the results of this test.

Why It Matters

Field-level AI guidance helps users understand settings in context instead of leaving the builder to search documentation or guess what a field does.

For teams building workflows, that can reduce confusion, speed up setup, and make the builder easier to use for newer users.

What Comes Next

Based on the experiment results, these AI-powered tooltips may expand to more fields across actions and triggers.

Assign Contacts to the User Who Answered an IVR Call

Released March 3, 2026

SMBcrm workflows can now use IVR Connect Call data to automatically assign contact ownership to the person who answered the call.

This update adds these variables:

Answered By User ID
Answered By Device
Answered By Phone Number

These values are also available in the custom variable picker, so you can use them in other automation workflows such as notes, SMS, and email actions.

How it works

When a call reaches your IVR and is routed through Connect Call, SMBcrm captures who answered the call. In a workflow, you can reference that data dynamically.

The most common use is passing Answered By User ID into the Assign User action so the contact is assigned to the user who actually spoke with the lead.

How to use it

Add an Assign User action after your IVR → Connect Call step.
In the Users field, switch to Dynamic.
Select Connect Call → Answered By User ID.
Save and publish the workflow.

Why it matters

Previously, contact ownership had to be set manually or assigned to a fixed user. With this change, ownership can automatically follow the person who answered the call.

That helps keep follow-ups, tasks, and reporting more accurate.

Example

A lead calls your IVR and the call is routed through Connect Call. John answers the phone. The workflow uses Answered By User ID from the Connect Call step, and the contact is automatically assigned to John.

Notes

Works for both single-user and multi-user Connect Call setups.
Assignment happens only if the call is successfully answered.
The first connected user is used as the owner.
Assign User does not work if Connect Call routes to a custom phone number because there is no associated user ID.
For dynamic assignment, use Answered By User ID, not device or phone number.

Company Variables in Contact-Based Workflows

Released March 3, 2026

You can now use company fields inside contact-based workflows. This update expands what you can do in Automation by letting workflows reference company details alongside contact fields.

What Changed

When building a contact-based workflow, company fields now appear in the Custom Value picker and in If/Else conditions. If a contact is associated with a company, the workflow can pull in company details such as:

Company name
Phone number
Email address
Website
Address
Other company fields

This allows you to use company data in messages, notes, and workflow logic.

How to Use It

Open a workflow and add or edit an action or If/Else branch.
Select the Custom Value picker.
Choose a company field.
Insert it into your message, note, or branch condition.

Why It Matters

For businesses that manage contacts linked to companies, this removes manual workarounds and extra field mapping. You can personalize outreach and make workflow decisions using company-level data tied to each contact.

Example Uses

Insert the company name from a contact’s associated company record into an email for more relevant business outreach.
Create an If/Else branch that checks the company address city and routes contacts based on location.

Notes

Company variables only populate when the contact is associated with a company.
If no company is associated, the variable value will be blank.
Company fields are available in both the Custom Value picker and If/Else conditions.

Connect Call in Workflows Now Supports Call Whisper

Released March 3, 2026

The Connect Call action in Automation now supports an optional Call Whisper message. This gives the person answering a short private message before the caller is connected.

What Changed

When Call Whisper is enabled, the system plays your configured message to the call recipient first, then connects the caller. You can control the message text, voice, and how many times the message repeats.

How to Use It

Open the Connect Call action in your workflow.
Turn on Add Whisper Message.
Enter the message settings.
Save the action.

After that, the recipient will hear the whisper message before the call connects.

Why It Matters

Transferred calls can arrive without enough context. Call Whisper helps your team understand who is calling and why before they answer, while keeping that message private from the caller.

Example Use Case

A whisper message might say: “You’ve got a call from {{contact.name}} about their appointment request.” This gives the recipient useful context before pickup.

Notes

Call Whisper is optional and only plays when enabled.
The whisper message is played to the recipient only, before the call connects.
You can set the number of loops for the message.
Whisper messages currently support English only.
Keep messages short so the recipient can hear the context quickly.

Fixed: If/Else Branching for UTM Campaign Attribution

Released March 3, 2026

A workflow inconsistency has been fixed for UTM Campaign attribution. If/Else conditions now use the same fallback behavior as the custom value picker when the last attribution value is empty.

What changed

In Automation workflows, If/Else conditions now correctly apply fallback logic for UTM Campaign (Last Attribution).

Previously, when UTM Campaign (Last Attribution) was empty, the custom value picker would fall back to the campaign variable, but If/Else conditions would not. That could cause workflows to branch unexpectedly.

With this fix, If/Else conditions now use the campaign variable as a fallback when UTM Campaign (Last Attribution) is empty, bringing behavior into alignment across both areas.

Why it matters

This update helps make workflow branching more consistent and predictable when attribution data is missing.

Rentals for Flexible Multi-Day Bookings

Released March 3, 2026

SMBcrm now includes Rentals in Calendars for businesses that manage bookable inventory such as equipment, vehicles, spaces, vacation properties, and event setups.

Unlike standard appointment scheduling, Rentals is designed for duration-based bookings with inventory controls, flexible pricing, and support for multiple items in one checkout.

Rentals is currently available in public beta. You can enable it from Calendars → Calendar Settings → Rentals inside SMBcrm.

What Rentals Includes

Customizable listings with inventory and variants

You can create rental listings and configure details such as:

Pricing by hour, day, week, or month
Quantity tracking
Variants such as size, type, or configuration
Lead time, buffer time, and booking window rules

Inventory tracking and availability control

Rentals checks availability across selected dates, prevents overbooking, and blocks unavailable inventory automatically.

Flexible pricing models

Supported pricing options include:

Tiered pricing by duration or quantity
Seasonal pricing
Day-based pricing
Security deposits

Flexible booking types

You can choose the booking style that fits your business model:

Date and time selection for hourly or short-term rentals
Date-only selection for day-based or night-based rentals
Fixed-duration bookings for predefined packages such as 3-day or 5-day bundles

Each listing can have its own booking behavior.

Multi-item bookings

Customers can book multiple rental listings in a single checkout, which is useful for bundles, event setups, or combined equipment rentals.

Customer booking page

Rentals includes a customizable public booking page that can:

Display listings and categories
Show real-time availability
Provide a smoother booking experience for customers

Booking management and calendar view

Rentals also includes tools for managing bookings inside the platform. You can:

Create bookings manually in the app
Add multiple listings to one booking
Modify dates, duration, quantity, or pricing
Automatically generate invoices for each booking
Collect payments in the app
Track statuses such as Booked, Active, and Completed
Manage bookings from the appointments list or calendar view

A dedicated Rentals calendar view lets you see bookings across listings in one place, review color-coded statuses, apply filters, and open booking details directly from the calendar.

How to Get Started

To enable Rentals, ask SMBcrm support to add your account to the beta program.

Why It Matters

Rentals makes it easier to support booking models that do not fit standard appointments. With this update, businesses can:

Offer multi-day, weekly, or monthly bookings
Manage stock and listing variants
Support quantity-based and multi-item checkout
Handle rental workflows for a wider range of services and industries

Rentals is currently live in public beta and will continue to evolve with ongoing improvements.

Smarter Booking Period Controls for Rentals

Released March 3, 2026

SMBcrm has improved how Booking Periods work in Rentals so date and time behavior is clearer and easier to manage at the listing level.

Businesses can now choose whether a listing uses dates only or dates and times without relying on hidden global settings. This makes booking logic more visible inside each listing and helps reduce confusion around pricing, duration, and rental start and end times.

What’s Changed

Clear booking period options

Listings now show three defined Booking Period modes:

Date & Time Selector
Date Selector
Fixed Durations

Each mode now behaves in a more visible and predictable way.

Date & Time Selector

This mode always shows date and time pickers in the booking widget.

It is useful for hourly rentals or bookings where customers need to choose both a start time and an end time.

Date Selector

This mode lets customers choose start and end dates only.

Default Rental Start Time and Rental End Time are now visible in listing settings and are used to calculate duration. This setup fits vacation rentals, overnight stays, and other date-based pricing models.

Fixed Durations

For listings with predefined booking durations:

Customers can optionally select a start time
If time selection is turned off, the default Rental Start Time is applied automatically
The end time is calculated from the selected duration
Monthly bookings roll over to the next calendar month with date handling built in

Compatibility Rules

To prevent unsupported setups:

When Booking Period is set to Date Selector, hourly pricing is disabled
When Booking Unit is set to Hour, Date Selector is disabled

These rules help ensure only valid combinations can be selected.

Configuration Improvements

The previous Disable Time Selector behavior is now shown directly within each listing and has been removed from global settings.

This makes booking behavior self-contained inside the listing and easier to review when configuring rentals.

Migration for Existing Listings

Existing listings were mapped to the appropriate booking period mode.

Default rental start and end times were also populated where needed to support the updated behavior.

Why It Matters

This update helps:

Reduce accidental multi-day charges
Make rental start and end times easier to understand
Let businesses control time selection per listing
Improve clarity for admins and customers
Better support vacation rentals and flexible pricing models

Trigger Descriptions in Workflow Builder

Released March 3, 2026

Workflow triggers now include built-in descriptions in the Workflow Builder. Users can see what each trigger does and when it runs while browsing, selecting, or editing triggers.

What Changed

Each trigger in the Workflow Builder now shows a human-readable description of its function and when it fires.

How It Works

Open the Workflow Builder and add or edit a trigger. Each available trigger now displays a clear description, so you can choose the right option without relying on external documentation.

For teams building automation workflows, this makes setup more straightforward and easier to review.

Why It Matters

Clear trigger descriptions reduce guesswork during workflow setup. This helps both new and experienced users identify the right trigger faster and build workflows more confidently.

Released March 4, 2026

SMBcrm has added a pre-built A2P campaign registration flow centered on Chat Widget opt-ins. It automates key compliance steps to help reduce rejection risk during campaign submission.

What Changed

Users starting a standard A2P campaign registration can now choose a pre-built campaign path for Chat Widget opt-ins.

This flow is designed to:

use Chat Widget as the only opt-in method
automatically generate compliant consent language
lock required compliance elements
help prevent financial and marketing misclassification
reduce the risk of carrier rejections

Streamlined Use Case Selection

The registration flow now guides users through message type selection first:

Marketing / Promotional
Informational / Non-Marketing

Based on that choice, the available use cases are filtered.

If Marketing is selected, only Marketing is available.

If Informational is selected, users can choose from:

2FA
Account Notification
Customer Care
Delivery Notification
Fraud Alert
Higher education
Polling and Voting
Public Service Announcement
Security Alert

Built-In Compliance Protections

Financial and Marketing conflict protection

If a user selects both Marketing / Promotional and Financial services / loan arrangement, the flow is blocked. Users must switch to Informational to continue.

Automatic age gating

Age gating is automatically enforced when either of these is selected:

Age gated content
Financial services / loan arrangement

When triggered:

a required Date of Birth field appears in the widget
the field cannot be removed
the field must be completed before submission

If neither condition applies, the Date of Birth field does not appear.

The system now automatically:

creates a compliant Chat Widget
inserts the business name into the disclosure
applies locked disclosure language
adds STOP and HELP language
adds data rate and frequency disclosures
attaches the widget to the campaign
generates embed code

Users cannot:

edit disclosure text
remove required fields
add consent checkboxes
edit compliance fields
select alternative opt-in methods

Required locked elements

Phone number
Disclosure block
STOP and HELP language
Data rate disclosure
Frequency disclosure

Conditional element

Date of Birth when age gating is triggered

Optional elements

Name
Message
UI styling such as colors and header text

Removed elements

Email field
Consent checkbox
Custom compliance fields
Editable disclosure text
Opt-in method selector

Preview and Final Review

Users can view a read-only preview of the widget, including disclosure placement and the Date of Birth field when applicable.

Before submission, the final consent review is locked. Fields are auto-filled, sample messages are generated, the opt-in method is defined, and website compliance checklist confirmation is required.

Who This Affects

This update affects:

accounts submitting new A2P campaigns
users launching marketing-only campaigns
users launching informational-only campaigns
campaigns involving financial or age-gated content

Important Note

This campaign registration flow is not available for mixed use-case campaigns or sole proprietor campaigns.

Communication

Ad Manager Adds Website and Hybrid Meta Lead Options

Released March 6, 2026

Ad Manager now supports more conversion location options for Meta lead generation campaigns. In addition to Instant Forms, you can now choose Website or Website and Instant Forms when setting up an ad set.

What changed

Added a Conversion Location setting at the ad set level with these options:
- Instant Forms as the default
- Website
- Website and Instant Forms
Added Dataset (Pixel) selection for Website and hybrid setups
Added a Conversion Event dropdown for Website and hybrid conversion locations
Added a Destination URL field at the ad level for Website and hybrid ads
Hybrid ads can now include both a lead form and a website URL in the same ad

How it works

Choose the Lead Generation objective.
At the ad set level, select a Conversion Location:
- Instant Forms uses a lead form only
- Website requires a dataset and conversion event
- Website and Instant Forms also requires a dataset and conversion event
At the ad level:
- Website requires a destination URL
- Instant Forms requires a lead form
- Website and Instant Forms requires both
Publishing is blocked if required fields are missing.

Why it matters

These changes give advertisers more flexibility in how Meta lead campaigns are optimized and where leads are collected. Website-based optimization can use pixel events, while hybrid setups support both form-based and website-based lead capture in the same ad.

Notes

Conversion Location cannot be changed after publish
Instant Forms remains the default option for backward compatibility
Reporting adjusts based on the selected conversion location

AI Builder Adds a To-Do List for Workflow Setup

Released March 6, 2026

AI Builder now shows a To-Do List for workflow steps that still need manual input. This gives you a clear view of what still needs attention before a workflow is ready to publish.

How It Works

Generate a workflow using AI Builder.
A To-Do List appears automatically for any action or trigger that still needs your input.
Select the pencil icon next to an item to jump directly to that step in the workflow canvas.
Complete the required fields, then publish when the workflow is ready.

Why It Matters

Some workflow settings still require a human decision, such as connecting integration credentials, selecting an account, choosing a pipeline, or defining which step to wait for.

By collecting these incomplete items in one place, the To-Do List helps reduce the chance of publishing incomplete automation workflows that could affect contacts or system behavior.

Appointment Status Changes Skip External Emails

Released March 6, 2026

SMBcrm has adjusted how appointment status changes work for Showed and No Show.

Previously, changing an appointment to one of these statuses could push an update to connected external calendars such as Google, Outlook, or iCloud. That could trigger event update emails to attendees even when nothing meaningful had changed for them.

What’s Changed

When an appointment is marked as Showed or No Show, SMBcrm no longer sends that status change to connected external calendars.

This means attendees will no longer receive unnecessary external event update emails for those status changes.

What Stays the Same

Internal tracking still works as expected.

Status changes for Showed and No Show continue to be available inside SMBcrm for reporting and automation.

Why It Matters

Reduces unnecessary appointment update emails
Helps avoid confusion for customers and attendees
Keeps external calendar activity limited to meaningful changes
Preserves internal operational tracking without making it customer-facing

Assign to User Now Skips Inactive Users in Workflows

Released March 6, 2026

SMBcrm workflows now revalidate user status when the Assign to User action runs with Split Traffic enabled. If a user is inactive or deleted, that user is skipped during assignment.

This helps prevent contacts from being assigned to users who can no longer receive follow-up tasks.

What changed

In Automation workflows, the Assign to User action now checks each configured user’s status at execution time.

If a user in the Split Traffic list is no longer active, that user is excluded from assignment when the step runs.

How assignment works now

Inactive or deleted users are skipped during assignment.
The existing split distribution order does not reset.
Traffic continues to distribute as if the deleted user was never in the list.
If only one user was configured and that user is deleted, the step is skipped.

Why it matters

This update reduces the chance of contacts being assigned to unavailable users, which can help teams avoid missed follow-ups and keep workflow routing more reliable.

Export Email Marketing Data from Email Statistics

Released March 6, 2026

SMBcrm users can now export email performance data from the Email Statistics section as a CSV file.

What Changed

You can export performance data for:

All campaigns
Email marketing campaigns only
Workflows only, at the individual email action level
Bulk actions only

Each export includes key metrics such as:

Deliveries
Opens
Clicks

The exported CSV is sent by email as a secure download link that remains valid for 30 days.

Why It Matters

This update makes it easier to:

Analyze performance across campaigns and workflows
Share results by email
Download data for reporting

A Recent Downloads section is also available under Settings, so you can track exports created in the last 30 days.

How to Use It

Enable the feature in Labs.
Go to Marketing → Email.
Open the Statistics tab.
Click Export.
Enter the email address or addresses where you want to receive the file, then continue.
To view past exports, go to Settings → Recent Downloads.

Communication

Sticky Notes 2.0 Comes to the Standard Workflow Builder

Released March 6, 2026

Sticky Notes 2.0 is now available in the Standard Workflow Builder. This update makes it easier to document workflow logic, label sections, and share setup notes without leaving the canvas.

For teams using automation workflows, sticky notes can help keep builds more organized and easier to review.

What Changed

You can now use Sticky Notes 2.0 in the Standard Workflow Builder, including options to:

add images or logos
color-code branches or sections
write formatted notes directly on the canvas
resize and position notes where they are most useful
include links inside notes

How It Works

Open a workflow in the Standard Workflow Builder and select Sticky Note from the left toolbar. From there, you can place notes anywhere on the canvas and customize them with text, color, and optional embedded visuals.

This can be useful for:

marking sections of a workflow
documenting setup instructions
explaining logic for teammates
adding brand context to workflow builds

Important Note

Sticky notes are visual only. They do not change or affect automation logic.

Released March 8, 2026

SMBcrm has added new templates across several marketing asset types, giving teams more starting points for common campaigns and business niches.

What was added

The latest template release includes:

1 website template
1 email template
1 form template
1 survey template
4 social templates
3 Facebook ad templates

Industry coverage

These templates were published across the following categories:

Other: 1 website template
Legal: 1 email template
Financial: 1 form template
Home Services: 1 survey template
Health & Wellness: 2 social templates
Financial: 2 social templates
Business Coaching & Consulting: 1 Facebook ad template
Finance: 1 Facebook ad template
Beauty & Fashion: 1 Facebook ad template

Why it matters

This update expands the available template library for teams building marketing assets in SMBcrm. With more ready-made options available, it can be faster to launch campaigns and customize content for specific industries.

Dashboard and Report Filters Now Persist by User

Released March 9, 2026

SMBcrm dashboards and custom reports now remember selected date ranges and filters by user. This helps reduce repeat setup when you return to a report and keeps shared report emails tied to the values used at send time.

What changed

Dashboards

Selected dashboard date ranges now save automatically for each user.
Dashboard widget dropdown selections now persist based on the user’s last selection.
Saved selections stay in place until they are changed manually.
AI Summary now reflects the selected pipeline instead of defaulting to the first pipeline option.
If a saved filter such as a pipeline is deleted, SMBcrm automatically selects the first available option.
Duplicated dashboards retain relevant date and filter settings.
Dashboard-level date filters now support a comparison date range that also applies to general widgets.
If a widget has its own comparison setting, the widget-level comparison takes priority over the dashboard-level setting.

Custom reports

Custom reports now follow the same filter and date persistence behavior as dashboards.
Dropdown selections are saved for all users when the report creator clicks Save.
Email sharing sends a snapshot of the report values at the time the email is generated.
Later changes to the report do not affect emails that were already sent.
Custom report builder now supports a comparison date range that also applies to general widgets.
If a widget has its own comparison setting, the widget-level comparison takes priority over the report-level setting.

Important notes

Widget-level date settings can still differ from the main dashboard date setting.
Restoring an account snapshot does not copy user-specific preferences.

Why it matters

This update makes dashboards and reports more consistent from one session to the next. You do not need to keep reapplying the same filters, and emailed reports remain aligned with the values that were selected when they were sent.

Notes for Custom Objects

Released March 9, 2026

You can now create and manage notes directly on custom object records.

This update helps your team keep discussions, updates, and key details tied to the record they belong to instead of spreading that context across unrelated records.

What Changed

Add and view notes directly inside custom object records
Keep notes linked to a specific custom object record for better context
Associate existing or new notes from contacts or opportunities with a related custom object record
Use the same notes interface and editor already used for contacts and opportunities
Find notes more easily with filtering and search by entity, author, or keywords

How to Enable It

Go to Labs and turn on Notes for Custom Objects.

How to Use It

Open Custom Objects and select a record.
Go to Notes.
Add a note directly to that record.

You can also open a note from a contact or opportunity and associate it with a related custom object record.

Why It Matters

Keeps important context on the record you are actively managing
Reduces duplicate note-taking and copy-pasting between records
Makes shared visibility easier when the same note is relevant across records
Helps users find the right note faster with search and filters

Virtual Businesses Added to Reputation Competitor Analysis

Released March 9, 2026

SMBcrm has updated Reputation & Growth Competitor Analysis to support virtual and service-area businesses. This makes it easier to track competitors that do not operate from a physical storefront.

What Changed

Add virtual businesses manually

You can now add competitors using:

Virtual addresses
Service areas
Website URLs

This is especially useful for:

Online-only businesses
Service-area businesses
Franchise or multi-region brands operating remotely

Improved search experience

The competitor search flow has also been updated to make setup faster:

Start typing a business name
See suggestions in a dropdown list
Select a result to auto-populate details

Expanded analysis coverage

Virtual competitors are now included in:

Ratings comparison
Reviews benchmarking
Keyword share tracking
Overall competitive insights

Why It Matters

Previously, competitor analysis depended on physical Google Maps listings. That made it harder to track online-only or remote competitors and could leave gaps in your market view.

With this update, you can compare physical and virtual businesses in one place and get a more complete picture of your niche.

Where to Find It

Go to Reputation → Competitor Analysis → Add a Virtual Business Manually.

Workflow Goal Events for Invoice Payments and Review Clicks

Released March 9, 2026

SMBcrm workflows now support two additional Goal Event types: Invoice Paid and Review Request Clicked. These events let you move contacts to a Goal step when a payment status changes or when a contact clicks a review request link.

For teams using automation workflows, this can reduce extra branches and manual checks in follow-up sequences.

What Changed

Invoice Paid

The goal is completed when a contact has an invoice marked Paid or Partially Paid.

You can set the goal to trigger from:

any qualifying invoice for that contact, or
only the invoice connected to a selected Send Invoice step

Review Request Clicked

The goal is completed when a contact clicks a review request link.

You can match clicks from:

any channel, or
only selected channel(s)
a specific review link, if you want to narrow the trigger

How to Use It

Add a Goal Event step to your workflow.
Choose Invoice Paid or Review Request Clicked.
Apply any filters you want.
Choose what should happen if the contact reaches the Goal step before the event occurs.
Save the workflow.

Why It Matters

These goal events help you advance contacts based on real outcomes:

payment received
review interest shown through a click

That makes it easier to build cleaner automations for receipts, next steps, thank-you messages, and referral follow-ups.

Example Uses

After a Send Invoice action, a contact pays. The Invoice Paid goal can move them to a receipt or next-step sequence.
After sending a review request by SMS, a contact clicks the review link. The Review Request Clicked goal can move them to a thank-you or referral follow-up.

Notes

If an Invoice Paid goal is not tied to a specific invoice action, any qualifying paid invoice for that contact can complete the goal.
For Review Request Clicked, leaving the channel and review link filters blank creates a broader match. Adding filters narrows the goal to only those clicks.

Drag to Create Bookings in the Rentals Calendar

Released March 10, 2026

Overview

You can now create rental bookings directly from the Rentals Calendar with a simple drag action. This makes it faster to block availability and create bookings without leaving the calendar view.

What’s New

Click and drag across available future dates or time slots in the Rentals Calendar
The booking panel opens automatically with the selected start and end details pre-filled
Create a booking directly for the selected listing with fewer steps

Note: Drag-to-create is only available for future dates and time slots. It does not work for past dates or the current date.

How to Use

Go to Rentals → Calendar View
Click and drag across future dates or time slots for a listing
Complete the booking details in the panel that opens

Why It Matters

Speeds up manual booking creation
Makes the calendar workflow more intuitive
Reduces friction when blocking inventory
Helps rental teams manage availability more efficiently

Enhanced Appointment Visibility for Followers

Released March 10, 2026

Overview

Appointment visibility has been improved for followers to support better team collaboration.

Previously, only the assigned user could view a contact’s appointments. Now, users who follow a contact can also view that contact’s appointments, as long as Assigned Data visibility and the proper calendar permissions are enabled.

What’s New

Followers can now view appointments for contacts they follow.
Appointment visibility is now aligned between assigned users and followers.
Users limited to assigned records can also see appointments for contacts they follow.

Permission Behavior

Followers need View appointments, calendars & groups permission to see appointments.
Without Manage appointments, followers can view appointments but cannot edit or delete them.
With Manage appointments, followers can manage appointments based on their permission level.

Why It Matters

Improves collaboration across teams working the same contacts.
Reduces confusion around missing appointment visibility.
Better matches real-world team workflows.
Gives restricted-access users more context when following a contact.

Improved Review Link Setup in Reputation

Released March 10, 2026

SMBcrm has updated Review Link setup in Reputation & Growth to make the process faster and easier to manage.

What changed

Automatic Review Link setup

Once a page is connected, the Review Link is set automatically.

For Google Business Profile connections:

If only one page is connected, it is set as the default
If multiple pages are connected, the first page is selected by default
Manual setup is no longer required in most cases

Clearer dashboard status notifications

The Reputation dashboard now shows clearer status messaging so users can quickly tell whether a Review Link is already set or whether action is needed.

Setup prompts on key pages

Contextual prompts now help users configure a Review Link before sending review requests.

Review Link access while sending requests

When sending a review request, users can now:

View the current Review Link
Override or change the link immediately

This makes it easier to tailor review destinations for individual requests.

Review Link controls in widgets

Users can now view, select, and override Review Links directly in the review widget page so widgets reflect the intended review destination.

Where you will see this

Reputation Dashboard
Requests Page
Reviews Page
Review Widgets
Send Review Request modal

Why it matters

These changes reduce setup friction, provide clearer guidance, and make Review Link management more accessible across the review request workflow.

Listings Now Available in 27 More Countries

Released March 10, 2026

SMBcrm Listings is now available in 27 additional countries. This is a configuration update only, with no changes to pricing or the existing setup flow.

What Changed

Users in newly supported countries will now see the Listings purchase page instead of a message saying Listings is unavailable in their country.

The newly supported countries also now appear in the Country dropdown when submitting the Listings form.

The 27 added countries are:

Netherlands
Poland
Portugal
Argentina
Czech Republic
Chile
Finland
Singapore
Hungary
Romania
United Arab Emirates
Israel
Cyprus
Colombia
Peru
Malaysia
Indonesia
India
Philippines
Nigeria
Saudi Arabia
Pakistan
Ecuador
Vietnam
Costa Rica
Algeria
Afghanistan

How to Use It

Go to Listings as you normally would.
Purchase a Listings entity for your account.
Submit the Listings form and select one of the newly supported countries from the Country dropdown.

There are no changes to the current flow for supported countries.

Pricing

There are no pricing changes included in this update.

Reputation & Growth

Merge Duplicate Contacts Inside Workflows

Released March 10, 2026

SMBcrm workflows can now automatically identify and merge duplicate contacts without manual cleanup from the contacts page.

This update adds a dedicated Merge Contact action to workflow automation, making it easier to keep your CRM clean and reduce duplicate records.

What Changed

The new Merge Contact action can identify duplicates using one of these match options:

Email
Phone Number
Email and Phone Number

When a duplicate is found, SMBcrm preserves the older contact record and merges the newer record into it.

Execution Visibility

Each merge is recorded in workflow execution logs with details about:

which contacts were matched
which contact record was preserved
the match criteria used

How to Use It

Add the Merge Contact action to your workflow.
Choose how duplicates should be matched.
Let the workflow detect and merge duplicates automatically when it runs.

Why It Matters

Duplicate contacts can lead to repeated messages, cluttered records, and less reliable reporting. Moving contact deduplication into your automations helps keep your CRM more accurate while reducing manual work.

Rental Bookings: Payments Tab and Booking Flow Improvements

Released March 10, 2026

Overview

SMBcrm has added a new Payments tab inside the rental booking view, along with usability improvements to the Create Booking and Edit Booking experience.

This gives your team a centralized place to manage booking-related payments while making booking updates easier to review and complete.

What’s New

Payments tab in rental bookings

You can now manage payment activity directly from the booking view, including:

Total amount, amount paid, remaining balance, and payment breakdown
Transaction history tied to the booking
Related invoices
Actions to collect remaining payments
Security deposit management when enabled

Improved payment summary and invoice behavior

The payment summary in the create and edit booking flow now makes charges, deposits, totals, and balances easier to understand.

It also updates dynamically as booking details change, such as:

Dates
Quantity
Added listings

When a booking is edited, the existing invoice is automatically updated to reflect the latest changes. This keeps a one booking, one invoice workflow for simpler reconciliation.

Note: A booking still cannot be edited in a way that reduces the total below the amount already paid.

Cleaner booking layout

Additional interface improvements include:

A more scannable booking summary
Easier access to internal notes for team collaboration

How to Use

Open a rental booking
Select the Payments tab
Review balances, transactions, and invoices
Collect payments or manage deposits as needed
Use the edit option to update the booking

Why It Matters

Manage payments without leaving the booking view
Collect outstanding balances faster
Handle deposits more efficiently
Reduce confusion when editing bookings

Payments & Commerce

Smarter Bulk Schedule Editing for Multi-User Calendars

Released March 10, 2026

Overview

Bulk Edit for calendar availability now gives teams a clearer, safer way to update schedules across multiple users.

What’s New

Clearer impact warning for weekly hours: When editing weekly hours, SMBcrm now shows a notice that changes will apply to all selected users before you save.
Better visibility for date-specific hours: Date-specific hours are now grouped by date so you can quickly see which users have availability set, review individual time blocks, and edit or delete entries per user.
Bulk add date-specific hours: New date-specific hours can be added for all selected users at once, then adjusted individually if needed.
Smarter save behavior: Saving now only updates the section you edited.
- Editing Weekly Hours updates only weekly schedules
- Editing Date-Specific Hours updates only date overrides

Why It Matters

Reduces accidental schedule overrides
Makes multi-user availability updates easier to review
Improves visibility into date-specific exceptions
Helps teams update schedules faster and with more confidence

How to Use

Go to Calendars > Calendar Settings > Edit Calendar > Availability
Click Bulk Edit
Select team members and choose Edit Hours
Update weekly hours or date-specific hours
Click Save Changes

Only the section you edited will be updated.

Taxes are now supported for Rentals

Released March 10, 2026

Overview

SMBcrm now supports manual tax configuration for Rentals.

Once configured, taxes are automatically applied to future rental bookings, helping ensure more accurate pricing and invoices.

Note: Only manual taxes are currently supported for Rentals.

What’s New

Apply manual taxes to rental listings
Configure tax from the listing edit screen with a Configure tax for this listing action
Each rental listing is linked to a product under Payments → Products for tax setup
Taxes automatically apply to rental bookings after configuration
Variant-level tax configuration is supported when variants are enabled

How to Set It Up

Go to Rentals → Listings
Edit a listing
Open Inventory & Pricing
Click Configure taxes for this listing
Update the linked product in Payments → Products with a manual tax rate
Save your changes

Why It Matters

Supports more accurate rental pricing
Improves invoice and booking total accuracy
Helps businesses manage tax requirements more easily
Reduces manual tax workarounds

Welcome Badges Are Now Automatically Issued for Courses

Released March 10, 2026

What’s new

Every new course now comes with a pre-attached Welcome Badge.
The badge is automatically issued when a learner enrolls for the first time.
Course creators can disable it anytime by switching the badge to Draft.
Five curated Welcome Badge templates are available for course enrollments.
Only those five templates appear in the Welcome Badge section to keep setup simple.

Why it matters

Learners get recognized right away when they join a course.
Badge usage increases automatically with no extra setup.
Course setup stays clean and easy for creators.

Memberships & Education

Released March 11, 2026

What’s new

Social Planner can now sync existing Facebook posts automatically.
Sync includes posts from the last 30 days and up to the current day (UTC).
During the initial sync, older post history may also be pulled in when available.
Synced posts include post text, images, and videos.
Post insights refresh automatically every 24 hours.
Once enabled, syncing runs in the background.

Why it matters

Brings past Facebook content into Social Planner.
Reduces manual work when reviewing or rebuilding content history.
Makes it easier to compare historical and scheduled post performance.
Improves reporting accuracy for social analytics.
Helps speed up onboarding for connected social accounts.

How it works

Go to Marketing → Social Planner → Settings.
Make sure your Facebook account is connected.
Enable Post Sync in Labs.
Sync will begin automatically in the background.
View synced posts in Planner and Statistics.
If the connection expires, reconnect the account to resume syncing.

ACH Bank Transfers for US and Canada Accounts Using NMI

Released March 12, 2026

SMBcrm now supports ACH bank transfers through NMI for US and Canada accounts. This gives businesses another way to get paid and can help lower payment processing costs compared to card payments.

ACH support applies to invoices, recurring invoices, and subscriptions through Payments & Commerce.

What changed

Businesses with NMI can now offer ACH bank transfers as a payment method for eligible accounts in the US and Canada.

This can be useful for larger transactions where bank transfer payments may be more cost-effective than cards. The source update also notes that ACH can help reduce the chance of disputes compared to card transactions.

How to enable ACH with NMI

To enable ACH payments:

Turn on the feature in Labs for the account.
In the account Labs settings, search for NMI and enable the related option.
Confirm that ACH is enabled on your connected NMI account.
If ACH is not enabled in NMI, contact NMI to request activation.
Once enabled, ACH will appear as a payment option on invoices.

Where ACH is currently supported

At this stage, ACH support is available for:

Invoices
Recurring invoices
Subscriptions

The source update indicates that support may expand to additional channels in future updates.

Why it matters

Adding ACH gives businesses another way to collect payments while offering a lower-cost alternative to card transactions. For accounts handling larger ticket payments, bank transfers can be a practical option.

Advanced Preview and Shareable Links for Meta Ad Campaigns

Released March 12, 2026

SMBcrm now supports advanced previews for Meta ads across multiple placements and lets you copy a shareable preview link after a campaign is published. This makes it easier to review ad rendering and share previews for feedback.

What Changed

If you create Meta ads in SMBcrm, you can now:

Open an advanced preview to see how your ad appears across placements such as Feed, Stories, and Reels
Generate a shareable preview link from the preview panel after the campaign is published
Copy the link automatically to your clipboard for faster sharing

This update improves ad review workflows inside SMBcrm’s Lead Capture tools.

How It Works

Create and publish a Meta ad campaign in SMBcrm.
In the Preview section, click the Advanced Preview icon to open placement-level previews.
Click the link icon next to Advanced Preview to generate a shareable preview link.
The link is copied to your clipboard automatically.
Open the link to view the Meta-hosted preview experience for the configured placements.

Why It Matters

This update helps you:

Verify how ads render across different placements after publishing
Share a live preview with teammates or stakeholders for review
Reduce the need to give others direct access just to check how an ad appears

Important Notes

Shareable preview links are available only for published campaigns
Preview links are not generated for draft or paused ads
Access to the preview follows Meta permissions, so viewers still need the appropriate ad account access
If a placement does not support the uploaded creative format, Meta shows an error message explaining why the ad cannot render there

Customize Product Details Page Layout on Desktop

Released March 12, 2026

SMBcrm now includes more desktop customization options for the Product Details Page in Store Builder. These settings give you more control over how product media and product information appear on desktop storefronts.

What Changed

You can now adjust the desktop Product Details Page layout in three ways:

Directional layout alignment The layout now uses directional alignment instead of center-based justification. This creates clearer separation between product images and product information.
Media position controls You can place the product media section on the left or right side of the product details on desktop.
Desktop image size options You can choose from three preset media widths:
- Small
- Medium
- Large

These options help you tailor product pages to your brand style while keeping responsive behavior across devices.

How to Use It

Open Store Builder and edit the Product Details Page.
Select the Product Details element.
In the Settings panel, find Desktop media options.
Choose the Media position: left or right.
Select the Media width: Small, Medium, or Large.
Save and publish your page.

What to Know

These settings currently apply to desktop layouts.
On mobile and tablet, the layout stacks vertically for responsive display.
Image scaling keeps media within safe boundaries to help prevent distortion at larger sizes.

Image Zoom Options for Product Pages

Released March 12, 2026

SMBcrm now supports configurable image zoom behavior on product pages. This gives shoppers a better way to inspect product images and helps businesses present products more clearly before purchase.

What Changed

A new Image Zoom setting is available in the Product Details element on the product details page.

You can choose from three image behaviors:

No Zoom for standard image display
Click & Hover Zoom so customers can inspect a specific area more closely
Open Lightbox Zoom to open the product image in a fullscreen viewer with zoom controls

When Open Lightbox Zoom is enabled, customers can:

View product images in a fullscreen popup
Zoom in or out for closer inspection
Move between images with previous and next controls
Browse images using thumbnail navigation

Compatible Layouts

This zoom feature works with all product media layouts listed in the release:

Stack Gallery
Stack Carousel
Two-Column Layout

How to Enable It

Open your Store and edit the Product Details Page.
Select the Product Details element.
In Layout Settings, find the Image Zoom option.
Choose No Zoom, Click & Hover, or Open Lightbox.
Save and publish your changes.

Notes

Zoom applies only to product images
Videos are not included in zoom behavior
Click & Hover Zoom works best on desktop
On mobile devices, interactions adapt to touch behavior

More Product Media Layout Options for Product Details Pages

Released March 12, 2026

SMBcrm now supports more ways to display product images on Product Details Pages. This gives merchants added flexibility in how product media appears across desktop and mobile storefront experiences.

What Changed

You can now choose from three desktop media layouts for product images on the Product Details Page:

Gallery: Vertical stacked image display
Carousel: Horizontal image carousel with navigation
Two Column: Desktop-only two-column grid layout for product images

Navigation arrows are available in the Gallery and Carousel layouts to make image browsing easier.

Mobile Behavior

On mobile devices, the Carousel layout is automatically applied for both the Product Details Page and Featured Product elements for a better viewing experience.

The Two Column layout is not supported on mobile.

How to Use It

Open Store Builder and edit the Product Details Page.
Select the Product element.
Open the Desktop Media settings in the right-side panel.
Choose your preferred Media Layout: Gallery, Carousel, or Two Column.
Save and publish your changes.

What to Keep in Mind

Two Column is available on desktop only
Carousel is used automatically on mobile, regardless of the desktop layout you choose
Existing stores keep their current layout unless you change it manually
Existing stores continue using Gallery by default for backward compatibility

Variant Image Sync on the Product Details Page

Released March 12, 2026

Product variant selections can now update the product image on the product details page when an image is assigned to that variant. This makes it easier for shoppers to confirm the option they selected.

What Changed

When a shopper selects a variant on the product details page, the product image updates to the image assigned to that variant, if one is available.

The assigned image becomes the active image in the product gallery or carousel.

Layout Behavior

This behavior applies to:

Stack Carousel
Stack Gallery

The Two-Column layout works the same as before.

If a variant does not have an assigned image, the displayed image does not change.

Variant Selector Display Options on Product Pages

Released March 12, 2026

SMBcrm now supports more flexible display options for product selectors on product pages. You can choose between dropdown and pill-style selectors for variants, with a more consistent experience across pricing options, quantity pickers, and upsells.

What Changed

Variant display options

You can now control how product variants appear on the product details page:

Dropdown
Pills

The pills layout makes all options visible at once, which can help customers compare and select variants more easily.

Consistent selector behavior

Selector patterns are now aligned across:

variant selectors
quantity pickers
upsell options
multi-price selectors

This behavior is reflected across desktop and mobile, including builder preview.

Pricing selector styling alignment

Multi-price selectors now follow the same dropdown or pills styling used for variant selectors. This creates a more consistent look and interaction pattern across product selection components.

Rendering and mobile fixes

This update also includes fixes for:

multi-price selectors not rendering correctly in some cases
mobile dropdown popup positioning issues

Quantity selector update

Quantity color customization is available only when using the Pills style.

How to Use It

Open Store Builder and edit the product details page.
Select the Product element.
In the settings panel, find Variants styling.
Choose Dropdown or Pills.
If you choose Pills, customize the selected and unselected color styles.
Save and publish your changes.

Things to Know

Dropdown remains the default display format for existing stores.
Pills supports one selection per variant group.
The updated selector experience applies across desktop and mobile storefronts.

Advanced Filters 2.0 Improves Smartlist Filtering

Released March 13, 2026

SMBcrm has updated advanced filtering in Smartlists to make operators more consistent, clearer, and easier to use across different field types.

This update standardizes filter behavior for date, numeric, and string fields, adds several requested date operators, and resolves a long-standing issue with future date filtering. It also extends to tasks, custom objects, and companies.

What changed

Date filters now include additional commonly requested operators:

today
tomorrow
yesterday
this week
this quarter
this year
before date
after date

More consistent string filters

String filter operators have been standardized to behave more consistently across fields.

Communication filters now support DND as a suffix for channels such as:

SMS
email
call
WhatsApp

This makes it easier to filter records based on communication preferences and statuses.

Pipeline filters renamed to Opportunity

Pipeline filters have been renamed to Opportunity to better match the terminology customers commonly use.

Expanded email and WhatsApp status operators

Email and WhatsApp status operators have been updated to better reflect underlying status criteria and support more matching scenarios.

More options for numeric fields

Numeric field filtering now includes additional operator options.

Why it matters

These changes are designed to reduce confusion and make advanced filtering more predictable across different data types. If you use Smartlists to segment records or work with tasks, custom objects, or companies, you should see more consistent filtering behavior.

AI Builder Can Now Configure and Rename Workflows

Released March 13, 2026

SMBcrm’s AI Builder and Assistant can now rename workflows and configure core workflow settings directly from a natural language prompt. Users can make naming changes, update settings, and apply workflow actions without manually opening each settings tab.

What Changed

AI can now handle workflow naming during generation and while editing an existing workflow.

If you provide a workflow name, AI applies it directly.
If no name is provided, AI generates one based on context.
You can also ask AI to rename the workflow you are currently editing.

AI can also read and update core workflow settings from a prompt, including:

Re-entry settings
Multiple opportunities
Stop on response
Time zone
Business hour time windows
From name, from email, and from number
Mark conversations as read

This makes it easier to manage automation without moving through multiple settings screens.

Why It Matters

Users can now describe a more complete workflow setup in one prompt, including the workflow name, settings, and actions. That helps turn a rough workflow idea into a more complete automation with fewer manual steps.

For example, while editing an appointment reminder workflow, you can ask AI to rename it, update sender details, add a follow-up action, and limit it to specific business hours. AI then applies those changes directly in the workflow.

This update expands what SMBcrm AI features can do inside workflows and reduces manual configuration during setup and edits.

Import Email Templates with AI

Released March 13, 2026

You can now turn emails from your inbox or another marketing platform into fully editable templates in Email AI.

This update makes it easier to reuse existing campaigns, bring over proven email designs, and start editing right away inside SMBcrm.

What Changed

Email AI can convert an email into an editable template in minutes. Instead of rebuilding campaigns manually, you can import an existing email and continue editing from there.

This is useful if you want to:

reuse email templates from another platform
import emails directly from your inbox
bring a client’s existing email campaigns into SMBcrm more quickly
turn past campaigns into editable templates you can improve with AI

If you use SMBcrm for Communication and AI-assisted content workflows, this update can speed up campaign setup and iteration.

How to Use It

Make sure Email AI is enabled under Labs.
Go to Marketing → Emails → Templates.
Click New.
Select Import.
Copy the dynamic email ID.
Send the template as a test email or forward any email from your inbox.
Choose the editor you want to import it into.
Click Continue and Create Template to start editing.

Why It Matters

This update reduces the time it takes to move working email campaigns into SMBcrm. Instead of starting over, you can import what you already have, make edits, and optimize from there using AI features.

Shipping Rates Now Sort by Lowest Price at Checkout

Released March 13, 2026

SMBcrm checkout now sorts shipping options by price so customers see the lowest-cost rate first. When free shipping is available, it appears at the top and is selected automatically.

For businesses using Payments & Commerce, this helps reduce friction at checkout by making the most affordable shipping option easier to find.

What Changed

Shipping rates are displayed in ascending order by price
The cheapest available shipping option is selected by default
Free shipping appears first and is selected automatically when available
If rates change because of an address update or cart change, sorting and selection are applied again automatically

What to Expect

This applies anywhere shipping rates are shown in checkout
If only one shipping rate is available, it is selected automatically
If multiple shipping options have the same price, the existing provider order is preserved and the first lowest-cost option is selected
No setup is required

Released March 14, 2026

SMBcrm has added more templates across websites, email, forms, surveys, social content, and ad creatives. These additions give teams more ready-made options for building marketing assets faster.

If you use Websites & Funnels to launch pages and campaigns, these additions expand the available starting points for different industries and use cases.

What was added

Website templates

2 website templates
- Marketing Agency: 1
- Medical: 1

Email templates

1 email template
- Marketing Agency: 1

Form templates

1 form template
- Health & Wellness: 1

Survey templates

1 survey template
- Insurance: 1

4 social templates
- Insurance: 2
- Holidays: 2

Facebook ad templates

5 Facebook ad templates
- Automotive: 1
- Business Coaching & Consulting: 1
- Beauty & Fashion: 1

Google ad templates

5 Google ad templates
- Creative: Salsa Instructor
- Finance: Tax Accounting

Why it matters

These templates can help speed up page creation, campaign setup, and content production by giving you more prebuilt options to customize for your business or client work.

AI Schema Markup in the Website and Funnel Builder

Released March 16, 2026

SMBcrm now supports AI-assisted schema markup inside the Website and Funnel Builder. Instead of manually choosing schema types and filling in fields, you can use AI to generate, edit, and remove schema markup based on the content already on your page.

This update is part of SMBcrm’s AI features and is designed to make structured data setup faster and easier for page-level SEO work.

What Changed

You can now use AI to:

generate schema markup from page content
edit existing schema markup
delete schema markup through a conversational workflow
validate and save generated schema automatically

According to the release, AI can generate any of the 201+ supported schema types across a 3-tier hierarchy.

How It Works

When you open schema markup from the page editor, AI reads the live content on the page, selects relevant schema types, and pre-populates the fields.

You can then refine the result in chat by asking AI to:

change the schema type
adjust field values
add custom values
remove schemas you do not want

After validation, the schema is saved automatically. There is no separate save button.

Where to Access It

To use it:

Turn on the Schema Markup Generator in Labs settings.
In the Website or Funnel Builder, open Edit Page.
Go to SEO & AI search optimization.
Open Schema Markup.
Select Create with AI.

If the AI builder panel is enabled, schema generation runs there. If not, a dedicated schema markup AI pane opens for schema-only actions.

What to Expect

Once started, AI will:

read the current page content
generate applicable schemas with pre-filled fields
let you refine the result through chat
validate and auto-save the active schemas
require you to publish the page before the schema goes live

Good to Know

Schema is not generated automatically when you create a new page with AI. You need to run it after the page content is finalized.
If a page has no content, AI will return an error and will not generate schema.
Schema is page-specific and does not carry over to other pages or funnel steps.

For teams focused on search visibility and page optimization, this update simplifies structured data work inside the builder and supports broader Reputation & Growth efforts.

Dialer Updates: Auto-Minimize, Pin, and Drag

Released March 16, 2026

The SMBcrm dialer now minimizes automatically when you click anywhere outside it, making it easier to quickly check contact details or pipeline information without manually closing the dialer.

What changed

Auto-minimize when you click outside the dialer

If you click anywhere outside the dialer, it will now minimize automatically. This helps keep the screen clear while letting you quickly reference other information during a call workflow.

Pin the dialer in place

If you want the dialer to stay open, use the pin icon to lock it in place. It will remain open until you unpin it or minimize it manually.

Drag the dialer anywhere on screen

You can now move the dialer anywhere on your screen. If the dialer is pinned, it will remember its position and reopen where you left it.

Email AI Uses Your Knowledge Base for Better Responses

Released March 16, 2026

Email AI can now use your knowledge base articles to generate more accurate and helpful replies.

This update improves how AI-assisted email responses are created by referencing existing help content automatically. It also keeps responses aligned with newly added or updated articles without requiring manual setup.

What Changed

Email AI now works with the knowledge base to generate responses based on available help articles.
AI-generated email replies can automatically reference relevant knowledge base content.
New and updated articles are included automatically, so responses stay current over time.

Why It Matters

Responses are more accurate and contextual because they use verified help content.
Teams can reduce manual effort by reusing existing documentation.
Users can get better guidance through email without needing to raise as many support tickets.
As your help content changes, AI responses can stay aligned automatically.

If you use AI features in your workflow, this update helps make email assistance more useful. It also strengthens communication tools by grounding replies in your existing help content.

Asana Workflow Actions Add Find Project and Section

Released March 17, 2026

SMBcrm workflows now include two Asana actions that help you look up project data dynamically inside your automations.

These updates make it easier to work with Asana projects and sections without manually storing or hardcoding IDs. If you use automation to create or route tasks, this can simplify setup and reduce maintenance.

Find Project

The Find Project action lets you search for an Asana project by name and retrieve its project ID.

What it does

Locates a project by name
Returns the project ID
Makes that project data available for downstream workflow steps

Why it matters

Previously, users often had to hardcode project IDs or save them elsewhere for reuse. With this action, workflows can retrieve that information when needed.

Find Section

The Find Section action lets you find sections within a selected Asana project and output the section ID for later steps.

What it does

Fetches sections inside a selected project
Returns section IDs
Supports dynamic routing when creating tasks in a specific section

Why it matters

Earlier, creating a task in a specific section required users to hardcode the section ID. With this action, workflows can find the correct section dynamically.

Example Use Cases

Retrieve a project ID by project name instead of storing the ID in a custom value picker
Pass a section ID from Find Section into a task creation step so the task is created in the intended section

Collapse and Resize Pipeline Stages in Kanban View

Released March 17, 2026

You can now collapse, expand, and resize stages in the Opportunities Kanban view. This gives each user more control over how pipeline columns are displayed, helping reduce clutter and improve focus while managing deals in CRM & Sales.

What’s Changed

Collapse and expand stages in Kanban view
Resize columns to give more space to priority stages
Save layout preferences automatically for each user

How It Works

Go to Opportunities and open Kanban view.
Click a stage header using the collapse or expand icons to hide or show that stage.
Drag a column edge to resize a stage.
Double-click the divider to reset a column to its default width.

Why It Matters

Reduce clutter in larger pipelines
Keep high-priority stages visible
Customize your workspace without affecting teammates
Spend less time scrolling across the board

Notes

Layout preferences are stored locally in your browser for now. The source notes that support for smart views is planned so changes can be saved permanently.

These layout changes are user-specific and do not affect other users.

Smarter Notes on the Contacts Page

Released March 17, 2026

Notes on the contacts page are now more structured and easier to manage. These updates help teams organize contact details more clearly and find important information faster inside CRM & Sales.

What changed

The Notes section now supports several improvements for contact management:

Add a note title for better structure and easier searching
Use color-coded notes for faster visual organization
Attach files directly to notes
Pin important notes to the top of the timeline, with a limit of 2 pinned notes
Search notes by both title and description

How to use it

Open a contact and go to the Notes section in the right panel.
Click Add Note.
Enter a title and description.
Choose a color label, pin the note if needed, and attach files.
Save the note to keep it in the contact timeline.

Why it matters

These updates make notes more useful for daily CRM work:

Important details are easier to spot and prioritize
Structured titles and color labels improve organization
File attachments keep supporting information in one place
Search helps users find key contact information faster

What to expect next

The source update also mentions planned improvements for notes, including:

A rich text editor
Manual note rearrangement
User tagging
Auto-save or draft saving
Microphone support for dictated notes

Calls Now Go to Voicemail When No Forwarding Is Set

Released March 18, 2026

Inbound calls to phone numbers without an assigned user or forwarding number are now sent to voicemail instead of being rejected.

This improves call handling for numbers that do not currently have a user assigned or a forwarding destination configured. Instead of the call failing immediately, callers can now leave a voicemail.

What changed

If a phone number has:

no assigned user
no forwarding number set up

then inbound calls will go to voicemail.

Previously, those calls were rejected.

Why it matters

This change gives callers a better fallback when call routing is incomplete and helps your team capture voicemails instead of losing inbound calls.

Improved Appointment Booking in Opportunities

Released March 18, 2026

Appointment booking inside Opportunities now uses a more complete and consistent scheduling flow. Users can create, update, view, or delete an appointment from the opportunity using the same experience used across meetings, services, and rentals.

For teams managing deals in the CRM, this helps keep scheduling tied directly to the opportunity while reducing extra steps.

What changed

Booking and editing appointments in Opportunities now opens the newer appointment modal.
The experience matches the scheduling flow used for meetings, services, and rentals.
Existing appointments open with pre-filled details for faster updates.
Users can view, edit, or delete an appointment directly from the opportunity.

How it works

Open Opportunities.
Select an opportunity.
Click Book/Update Appointment.
If no appointment exists, create a new one.
If an appointment already exists, you can view, edit, or delete it.

Why it matters

Creates a more consistent scheduling experience across SMBcrm.
Reduces friction when updating appointments tied to a deal.
Keeps appointment details connected to the opportunity record.
Gives users access to fuller scheduling functionality in one place.

Current behavior

At this time, each opportunity supports one appointment that can be updated as needed.

More QR Code Styling Options in SMBcrm

Released March 18, 2026

SMBcrm now includes more ways to customize the look of your QR codes. You can choose different shapes, add borders or frames, and include text around the code to make the destination or call to action clearer.

What Changed

More shape options

You can now choose Rounded or Circular QR code shapes for a different visual style.

Border and frame customization

You can now add a border or frame to a QR code and customize its color to better match your branding.

Rim text for clearer calls to action

You can now add text to the top and bottom of a QR code to make it more descriptive and action-oriented.

Where to Find It

Go to Sites > QR Codes, choose your QR type, and then open the QR Color and Shape step.

From there, you can adjust:

Shape & Form for Rounded or Circular styles
Border and Frame for border and frame color settings
Rim Content for text at the top and bottom of the QR code

Why It Matters

These updates give you more control over how QR codes look and how clearly they communicate the next step. They can help you:

create more polished QR codes
better match your brand style
make calls to action easier to understand

These options are available across all QR code types.

Access Form Submissions in Conversations

Released March 19, 2026

Form submissions can now appear directly inside conversation threads, making it easier to review what a contact submitted without leaving Conversations. This gives teams more context for faster, more informed follow-up.

What’s Changed

Form responses are now automatically attached to the relevant conversation thread when they are tied to a contact. This creates a more unified view of contact activity by bringing messages, form submissions, and interaction history into one place.

For teams using Communication and Lead Capture, this can reduce tab switching and make replies more context-aware.

Why It Matters

See what a lead submitted before replying
Keep conversation history and form details together
Improve follow-up speed with better contact context
Reduce the need to navigate across different sections

How It Works

Go to Conversations.
Open a conversation tied to a contact who submitted a form.
Find the form submission entry in the thread.
Open it to review the full submission details.

Key Notes

This works for forms created within SMBcrm.
Submissions appear automatically when they are associated with the correct contact and conversation.
Visibility depends on proper form-to-contact association.

AI Blog Post Creation in SMBcrm

Released March 19, 2026

SMBcrm now includes AI-assisted blog post creation inside the blog editor. Users can generate full posts from a topic or prompt, refine content in the editor, and save or publish without leaving the workflow.

For more on SMBcrm AI features, this update adds a practical way to create blog content faster inside Sites.

What Changed

The blog editor now supports two AI creation modes:

Assist Mode

Enter a topic and SMBcrm generates a complete blog post, including:

Outline
Headings and subheadings
SEO title, description, and keywords
Written paragraphs
AI-generated images

Build Mode

Enter a custom prompt to generate content based on your specific direction. This is useful for niche topics, brand-specific messaging, or more customized content needs.

Editing Tools in the Blog Editor

Once content is generated, you can refine it directly in the editor with tools to:

Regenerate paragraphs
Adjust tone, clarity, or length
Replace, regenerate, or delete AI-generated images
Translate content
Reference URLs and images

Save or Publish

After editing, you can:

Save the post as a draft
Publish the post directly

How It Works

To use AI blog creation:

Go to Sites → Blogs → Create Blog Post
Click Create with AI
Choose Assist Mode or Build Mode
Enter a topic or prompt
Review and edit the generated content
Save as draft or publish

Note: Blog AI can be enabled through Labs.

Why It Matters

This update helps teams create blog content more quickly inside SMBcrm. It brings drafting, editing, SEO fields, and publishing into one workflow, which can help improve publishing consistency and reduce time spent switching between tools.

Analytics Filters for Funnels, Websites, and Webinars

Released March 19, 2026

SMBcrm now supports filters in analytics for funnels, websites, and webinars. You can narrow results by dimensions like country, channel, page title, and referrer to analyze performance more precisely.

What changed

You can now apply filters across funnel, website, and webinar analytics to focus on the data you want to review.

This updated filtering experience lets you:

Apply one or multiple filters at the same time
See charts and metrics update based on your selections
Remove individual filters or clear all filters quickly
View active filters directly in the analytics view

If you use Websites & Funnels, this makes it easier to compare segments and review performance without exporting data first.

How to access it

Go to Sites > Analytics.
Choose Funnels, Websites, or Webinars.
Select the asset you want to review.
Click Advanced filter to add one or more filters.

Why it matters

Filtering gives you more control over analytics so you can answer more specific questions, such as:

Which countries are driving the best results
How a specific page is performing
Which traffic sources are converting better

Instead of looking only at overall totals, you can break down performance by segment and explore trends with more context.

Example use cases

Review funnel performance for visitors from a specific country
Analyze website traffic from a certain source or channel
Check webinar analytics for a more targeted audience segment

Associate Companies with Custom Objects and Opportunities

Released March 19, 2026

SMBcrm now supports direct company associations with custom objects and opportunities. This update gives teams more flexible ways to map relationships across the CRM and manage related records in one place.

What changed

You can now:

Associate companies with custom objects
Associate companies with opportunities
View and manage these relationships directly in record views
See associated records in list views
Support one-to-one, one-to-many, and many-to-many relationships

This expands how data can be connected across your CRM and sales workflows.

Why it matters

Before this change, relationship mapping was more limited. With company associations available for custom objects and opportunities, teams can:

Build richer data relationships beyond contact-based associations
Get better context across opportunities, companies, and custom workflows
Improve reporting and segmentation with more complete record connections

How to use it

Go to Object > Companies > Associations.
Click Create association to build associations between multiple objects.
Open any custom object or opportunity record.
Go to the Associations section.
Select Add Company and choose the relevant company.
Manage or update associations from the same panel at any time.

This feature is currently available in Labs inside your account.

Coupons Now Support Product Price and Variant Targeting

Released March 19, 2026

Coupons can now be configured with more precision inside Payments & Commerce. Instead of applying a coupon only at the full product level, you can now target specific prices or variants within a product.

This makes it easier to run targeted promotions without duplicating products or removing variants just to control which discount applies.

What changed

When creating or editing a coupon, you can now choose whether the coupon applies to:

An entire product
Specific prices within a product
Specific variants within a product

When you select a full product, all current and future prices or variants under that product are included automatically.

This updated logic applies to:

Newly created coupons
Existing coupons that are edited
Future orders using the updated configuration

Checkout behavior

Supported checkout experiences now follow the updated coupon rules, including:

Funnels
Forms
Ecommerce stores
Payment links
Calendars

A coupon will only apply when the selected price or variant matches the coupon configuration.

Existing subscriptions, recurring payments, and past transactions continue using the previous coupon logic for backward compatibility.

Workflow trigger updates

Coupon-based workflow triggers now support the same level of targeting.

For triggers such as Coupon Code Applied and Coupon Code Redeemed, you can now filter by product and then narrow the trigger to a specific price or variant under that product.

This supports more specific automation, such as:

Triggering actions only when a coupon is used with a certain variant
Targeting automation based on a pricing tier discount

Where to find it

You can access these settings in:

Payments → Coupons → Create or Edit Coupon
Automation → Workflows → Coupon triggers

In workflows, the price or variant filters appear only after a product is selected.

What to expect

Existing coupons continue to work as they do today unless they are updated. The new targeting logic applies to new coupon setups, edited coupons, and future orders.

Enhanced Meta Pixel Tracking for Websites and Funnels

Released March 19, 2026

SMBcrm has improved Meta Pixel tracking across supported website, funnel, and checkout experiences. Standard Meta events now work through both the browser pixel and Meta Conversions API to improve attribution and reduce duplicate tracking.

What changed

This update improves tracking for key customer actions, including:

PageView when someone lands on a page
ViewContent when someone views a product, offer, or supported content page
InitiateCheckout when someone starts checkout
AddPaymentInfo when someone enters payment details
Purchase when someone completes a purchase

Tracking now works through both browser-based and server-side event delivery for more reliable reporting.

How tracking behavior has been improved

PageView events are captured on every page load.
ViewContent events are captured only on store product listing pages, product detail pages, or offer pages.
Duplicate events are better controlled in single-page funnel experiences, so scroll-to-section and anchor link clicks do not trigger extra PageView or ViewContent events.
Checkout start is tracked in 1-step and 2-step order forms, as well as cart checkout buttons.
Payment detail entry is tracked on make payment actions.
Purchase events sent from order confirmation, upsell, or thank you elements now include more complete order data, including value, currency, product or funnel content IDs, and hashed user data.
Purchase tracking now uses actual order IDs, or joined order IDs when multiple exist, instead of random event IDs for more exact attribution.

For more on SMBcrm’s Websites & Funnels, visit the feature page.

Why it matters

These improvements give you more reliable Meta tracking across more of the customer journey. Browser and server events now work together more effectively, which helps reduce duplicate reporting and improves conversion data for campaign optimization.

Important

For the best results, add events from the Events tab only. Using both the Events tab and custom scripts in settings at the same time can lead to inconsistent tracking.

Invoices Now Enable Auto-Payment by Default

Released March 19, 2026

Invoices with payment schedules and recurring invoices now have auto-payment enabled by default when sent from the dashboard. This removes the need to manually switch it on each time.

What Changed

When you create an invoice with a payment schedule or recurring setup, auto-payment is now turned on automatically in the send modal.

You can still disable it before sending the invoice if needed.

For businesses using Payments & Commerce, this helps streamline invoice collection and reduce missed payment setups.

How It Works

Create an invoice with a payment schedule or recurring setup as usual.
In the send modal, auto-payment will already be enabled.
Turn it off before sending if you do not want to use auto-payment for that invoice.

Why It Matters

Previously, users had to enable auto-payment manually each time. That extra step could lead to missed collections or inconsistent invoice setup.

With this change, recurring and scheduled invoices are set up for collection by default, which reduces manual work and supports more reliable payment collection.

More Image Layout Controls in Forms and Surveys

Released March 19, 2026

SMBcrm now includes more image layout controls in forms and surveys. These changes give you more control over how images appear, including layout options, spacing, focal points, and slide-level customization in surveys.

For teams using Lead Capture, this makes it easier to build cleaner, more polished forms and surveys without changing the overall experience.

What changed

New image layout options

Forms and surveys now support four additional image layouts:

Left Center
Right Center
Left Fixed
Right Fixed

These layouts provide more flexibility for placing images alongside form fields and survey content.

More styling control for centered layouts

For Left Center and Right Center layouts, you can now adjust:

Image corner radius
Image-field spacing

These settings help fine-tune visual styling and spacing around the image.

Focal point selection for fixed layouts

For Left Fixed and Right Fixed layouts, you can now set a focal point on the image. This lets you choose which part of the image stays in focus, which is especially useful when images need to adapt to different aspect ratios.

Survey slide-level image layout overrides

Surveys now support slide-level image layout customization. By default, survey slides continue using the main survey image layout, but you can now override that on an individual slide.

This includes the ability to apply a different image or a different image layout to a specific survey slide.

This setting is currently available for surveys only.

Important notes

Image corner radius and image-field spacing apply only to Left Center and Right Center layouts.
These settings are not available for the Top layout.
Left Fixed and Right Fixed layouts do not use image corner radius and continue using the existing form radius setting.

Why it matters

These updates give you more control over how forms and surveys look without changing the structure of your content.

Key benefits include:

Better control over image placement and spacing
Improved image visibility in fixed layouts
More flexibility when customizing individual survey slides
Cleaner, more polished form and survey design

New Templates for Websites, Emails, Forms, Surveys, and Ads

Released March 19, 2026

SMBcrm added a new group of templates to help customers build marketing assets more quickly across Websites & Funnels, email, forms, surveys, social content, and ads.

These templates are designed to give you more starting points that you can customize for your business and campaigns.

What was added

The latest template release includes:

1 website template
1 email template
1 form template
1 survey template
4 social templates
2 Facebook ad templates
2 Google ad templates

Industry coverage

These templates were added across several business categories:

Other
Medical
Home Services
Legal
Health & Wellness
Finance
Creative

This update is most useful for teams that want to launch pages, outreach, and campaign assets faster without starting from scratch.

Opportunities Smart Tags Limit Increased to 60

Released March 19, 2026

Smart Tags in Opportunities now support up to 60 tags per account. This update makes it easier to organize records without reusing tags or working around a lower limit.

What Changed

The Smart Tags limit in Opportunities has been increased to 60 tags.

This update applies across all accounts and was made in response to customer feedback.

How to Use It

Go to Opportunities and add or manage Smart Tags as you normally would. You can now assign up to 60 Smart Tags.

For more on managing your sales workflow, see CRM & Sales.

Why It Matters

More flexibility when organizing opportunities
Less need to reuse tags or compromise on how records are categorized

Looking Ahead

Support for Smart Tags in templates is planned, but no additional timing or rollout details were provided.

Sort Opportunities by Custom Fields

Released March 19, 2026

You can now sort opportunities using supported custom fields in your pipeline views. This makes it easier to organize deals based on the data your team actually uses.

For teams managing deals in CRM & Sales, this adds more flexibility to how pipeline data is organized across views.

What changed

You can sort opportunities by custom fields using the existing sort option.

Supported field types include:

Single Line
Multi Line Text
Dropdown (Single Select)
Radio Select
Number
Monetary
Phone
Date

This works across all pipelines and views.

How it works

Go to Opportunities.
Click Sort.
Select a supported custom field.
Choose ascending or descending order.
Opportunities reorder instantly.

Why it matters

Prioritize deals using your own business data
Reduce manual pipeline management
Improve visibility into important deal attributes
Sort beyond default fields

Blog Domain Management and Sitemap Improvements

Released March 20, 2026

SMBcrm now makes blog setup more flexible and reduces manual maintenance. You can create a blog without connecting a domain first, manage blog domains directly in settings, use custom values in SEO fields, and rely on automatic sitemap updates when posts change.

What changed

Create a blog without connecting a domain

You can now create a blog site before attaching a domain. This makes it easier to start building content first and connect the domain later when you are ready.

Manage domains from Blog Settings

Blog Settings now include a Remove Domain option. This allows you to:

disconnect an existing domain
switch domains without support help
manage domain settings directly in the interface

Use custom values in SEO fields

Blogs now support dynamic custom values in these SEO fields:

favicon
canonical URL

This helps you manage SEO settings more flexibly across blog pages.

Sitemaps update automatically

Your blog sitemap now updates automatically when a post is:

created
updated
deleted

This reduces manual work and helps keep indexing signals current.

Why it matters

You can set up a blog without waiting on domain setup
Domain changes are easier to manage
SEO fields are more flexible
Sitemaps stay current automatically
Ongoing blog maintenance requires less manual effort

How to use it

Go to Sites → Blogs.
Create a blog with or without a domain.
Open Blog Settings to manage or remove the domain.
Add custom values in supported SEO fields.
Continue publishing as usual while sitemap updates happen automatically.

Improved A2P Campaign Rejection Feedback

Released March 23, 2026

A2P campaign rejections now provide clearer feedback so users can understand what failed and what needs to be corrected before resubmitting.

What changed

When a campaign submission is rejected, users now see a View required fixes link next to each rejection reason.

Selecting that link opens a detailed modal with four fields:

Error code: the specific code returned by the carriers
Rejection category: a plain-language label for the issue, such as an invalid website URL
What it means: a short explanation of why the submission failed
Correction needed: the exact action required before resubmitting

Why it matters

Previously, rejection messages showed only short descriptions with limited context. This update gives users more precise feedback so they can resolve issues faster, reduce back-and-forth with support, and resubmit with more confidence.

Opportunities Moved to a Dedicated Tab on the Contact Page

Released March 23, 2026

SMBcrm has updated the contact page so opportunities are easier to access and easier to spot during daily CRM work.

What Changed

Opportunities now appear as a dedicated tab in the right panel of a contact record, below Associations. This is a layout update designed to improve visibility and make opportunity access more intuitive.

This change does not affect opportunity data or functionality. It only changes where opportunities are shown on the contact page.

You can learn more about SMBcrm’s CRM and sales tools if you want a broader look at how opportunities fit into your workflow.

How It Works

When you open a contact record, you will now see an Opportunities tab in the right-hand panel.

The tab appears below Associations
It shows all opportunities linked to that contact
Opportunities are still available in the Actions menu during the transition period

Transition Period

Until Apr 08, 2026, opportunities will be available in two places:

the right panel on the contact page
the Actions menu

After that, opportunities will be removed from the Actions menu and will live only in the right panel.

What’s Next

SMBcrm is also working on contact page customization. According to the release, admins will be able to reposition the Opportunities tab and customize the contact layout based on their preferences.

Reputation Review Requests Now Include Search and Filters

Released March 23, 2026

The Review Request page now includes search and filtering tools to help users find requests faster. This update improves day-to-day management for teams using Reputation & Growth.

What Changed

Users can now search review requests from the top of the page using:

Contact name
Email
Phone number

The page also now supports filters for:

Channel, including WhatsApp, Email, and Phone
Status, including Failed, Undelivered, Sent, Opened, and other supported states

Additional behavior improvements include:

Case-insensitive search for easier matching
Dynamic result updates without a page reload
Pagination that stays in sync with filtered and searched results

Why It Matters

Previously, users had to manually move through multiple pages to find a specific review request. That process could be slow and error-prone, especially in high-volume accounts.

With search and filters, users can locate the right request more quickly and take follow-up actions with better accuracy.

Set a Default Path for Workflow Branches

Released March 23, 2026

You can now choose a default path in workflows that use multiple parallel branches. This helps you control which branch a contact enters during workflow tests and when a contact is sent in from another workflow.

In Automation workflows with parallel branches, the root node is now labeled Default Path. You can set the default by clicking the branch icon on the first action in the branch you want to use.

How It Works

Once a branch is set as the default path:

workflow tests follow that branch
contacts entering from another workflow follow that branch
the selected branch shows a solid trigger connector
branches reached through a Go To connector show a dashed trigger connector and are not the default path

How to Use It

Open a workflow with multiple parallel branches.
Click the branch icon on the first action in the branch you want to use.
Set that branch as the default path.
Run your workflow test or send contacts into the workflow from another workflow.

Why It Matters

Previously, testing and configuring parallel branches was more restrictive when only one root path handled tests and cross-workflow entries. This update gives you more control over branch-level testing and makes it easier to validate each path without reorganizing your workflow.

Example

If your workflow includes multiple reminder branches, you can set one branch as the default path so a test contact enters that specific branch first.

Website Field Added to the Contact Changed Trigger

Released March 23, 2026

The Website contact field is now available in the Contact Changed trigger.

This update makes it possible to start automations when a contact’s website value is updated, without relying on workarounds outside the trigger.

What Changed

You can now use the Website field in the Contact Changed trigger with these operators:

has changed
has changed to

This applies only to the Contact Changed trigger.

For teams using SMBcrm for CRM and websites, this helps keep contact-driven workflow logic more complete when website information changes.

What It Means for Users

If your workflows depend on changes to a contact’s website field, you can now trigger those automations directly from the Contact Changed trigger.

The team is also working on broader support for other missing fields and operators.

Add Attachments to Invoices and Estimates on Mobile

Released March 24, 2026

You can now attach supporting files to invoices and estimates from the SMBcrm Mobile app. This helps you add context, include documentation, and send more complete payment requests while working in Payments & Commerce.

What changed

You can add attachments while creating or editing invoices and estimates on mobile.

Supported file sources include:

Media Storage
Camera
Gallery
Local device files

Supported file types include:

How to add attachments

Open the Invoices or Estimates section in the SMBcrm Mobile app.
Create a new invoice or estimate.
Scroll to the Attachments section.
Tap Add Attachment.
Choose a file source:
- Media Storage
- Camera
- Gallery
- Files
Select or capture your file.
The attachment will appear in the draft with its file name and type.

Manage attachments before sending

Before sending, you can review attachments in the draft and remove any file you do not want to include.

Tap an attachment to open the options.
Select Delete to remove it.
Review the remaining files before sending the invoice or estimate.

Attachment limits

Keep these limits in mind:

Up to 10 files per invoice or estimate
Total attachment size limit of 20 MB per document

Let Customers Enter the Service Address During Booking

Released March 24, 2026

SMBcrm now supports a booking option that lets customers enter the service address when scheduling an appointment. This is useful for businesses that provide on-site or mobile services and need the exact address for each appointment.

What Changed

Businesses can now create a service location setting that asks the customer to enter the service address during booking.

With this option enabled:

Customers are prompted to enter the service address during booking
The address is saved with the appointment
Appointment details and notifications can use the saved address
Availability, services, and pricing still follow the configured location settings

How to Set It Up

Go to Calendar Settings → Services (v2) → Locations
Create a new location or edit an existing one
Enable Let bookers enter their own service address
Configure the location name and other details
Assign the location in Staff Availability if needed
During booking, customers will be asked to enter the service address

Why It Matters

This update helps businesses that work at customer locations, including:

Mobile service providers
Repair businesses
Consultants
Teams handling on-site appointments

It keeps the booking flow simple while making sure each appointment includes the correct service address.

Math Operation Outputs Can Now Be Reused in Workflows

Released March 24, 2026

Math Operation results can now be used in later workflow steps as output variables. This reduces the need to write values to a field just to reference them again.

What changed

When a Math Operation runs, its result is now stored as that action’s output variable. In later workflow steps, you can select that output from the custom value picker and use it in other actions, including another Math Operation.

This makes it easier to build multi-step calculations inside Automation without creating an extra custom field just to pass a value forward.

How it works

Add a Math Operation step and configure the calculation.
Leave Update field empty if you only want to use the result as an output variable.
Select a field if you want the same result written to the record as well.
In a later action, choose the Math Operation output from the custom value picker.
You can also reference the output of one Math Operation inside another Math Operation.

Why it matters

Previously, users often had to save a Math Operation result into a custom field or custom value before using it again later in a workflow. This update removes that extra step and gives you a more consistent way to reuse calculation results across following actions.

Example

A fitness workflow can calculate a member’s total completed sessions from a form value, then use that output in a later step to decide which follow-up message to send.

Notes

Math Operation output can be reused in subsequent workflow actions.
One Math Operation can reference the output of a previous Math Operation.
If the selected field type for a referenced Math Operation changes, any dependent Math Operation will be skipped until its configuration is reviewed and updated.
For older legacy Math Operation actions, the output of the last executed legacy Math Operation may appear until that action is opened and saved again.

Media Storage Is Now Available in Workflow Attachments

Released March 24, 2026

You can now attach files from Media Storage directly in supported workflow actions. This reduces repeat uploads and makes it easier to reuse approved assets across your automation workflows.

What Changed

When you click Add Attachment in a supported workflow action, you now get two options:

Upload a file
Choose from Media Storage

After you select a file, SMBcrm checks the file type and size using the same validation rules already used for that action. If the file passes validation, it is attached to the workflow step.

If you copy the action, the attached media carries over as well.

Supported Use

This is available in supported workflow actions that allow media attachments, including SMS/MMS, voicemail, chat, and other supported steps.

At launch, Email actions are not supported.

Why It Matters

Before this update, users often had to manage files outside the platform, upload the same asset repeatedly, or paste media URLs into each workflow action by hand.

With Media Storage available inside workflow attachments, you can reuse existing files more quickly and keep your workflow setup more consistent.

What to Expect

File type and size validation still applies based on the action
Validation behavior remains unchanged
Unsupported file types or oversized files show an inline error and cannot be inserted
Copied workflow actions retain their attached media
Existing workflows with previously uploaded media continue to work as expected

Mobile Payments Tab in Contacts and Opportunities

Released March 24, 2026

The SMBcrm Mobile app now includes a Payments tab inside contact and opportunity records. This makes it easier to handle payment tasks and review payment activity without leaving the record you are working in.

What changed

Payments inside contact records

In contact records, the new Payments tab lets you:

Charge a customer
Create a new invoice
Create a new estimate
Manage cards on file
Review payment activity
View customer lifetime value
View customer start date

You can also use filter chips to switch between payment types, including transactions, invoices, estimates, and subscriptions where applicable.

Payments inside opportunity records

In opportunity records, the Payments tab lets you:

Create a new invoice
Create a new estimate
Review payment activity linked to the opportunity
Check payment statuses from the same screen

Invoices and estimates created here are linked to the opportunity automatically.

How to use it

From a contact

Open a contact.
Tap the Payments tab.
Tap Actions.
Choose Charge Now, New Invoice, New Estimate, or Manage Cards on File.
Use the filter chips to browse transactions, invoices, estimates, or subscriptions.

From an opportunity

Open an opportunity.
Tap the Payments tab.
Tap New Invoice or New Estimate.
Review linked payment activity and statuses in the same tab.

This update brings Payments & Commerce tools closer to everyday CRM & Sales work on mobile.

Payment Schedules for Estimates in SMBcrm Mobile

Released March 24, 2026

You can now split estimate payments into scheduled installments in SMBcrm Mobile. This helps you collect deposits, define follow-up payments, and set clearer payment expectations before work begins.

For more on SMBcrm payments tools, see Payments & Commerce.

What changed

You can now add a payment schedule to an estimate instead of requiring the full amount upfront.

This update supports:

A first payment collected upon estimate acceptance or on a custom date
Deposit-based estimates
Remaining payments scheduled by custom date or recurring intervals such as weekly
Amounts set as fixed values or percentages of the total estimate

How to use it

Create a payment schedule

Open the Estimates section and create a new estimate.
Add your products or services.
Go to the review section.
Choose the option to configure a payment schedule.

Set the first payment

Choose when the first payment should happen:
- Upon estimate acceptance
- Custom date
Enter the first payment as an amount or percentage.

Add the remaining payments

Choose how later payments should be scheduled:
- Custom dates
- Regular intervals such as weekly
Add each payment and define the amount and timing.

Review and save

Confirm the total and remaining percentages cover the full estimate amount.
Save the schedule to the estimate.

Why it matters

This update can help you:

Offer more flexible payment options during the estimate process
Make larger purchases easier for customers to approve
Show customers exactly how and when payments will be collected
Reduce back-and-forth around payment terms

SMBcrm Mobile App: Manage Cards on File for Contacts

Released March 24, 2026

You can now save, use, and remove cards on file for a contact in the SMBcrm Mobile app. This helps speed up repeat payments and keeps payment methods organized inside the contact record.

What Changed

From a contact’s payment area in the mobile app, you can now:

Save a customer’s card for future use
Remove a saved card when it is no longer needed
Use saved cards when creating a transaction, invoice, estimate, or in-person charge tied to that contact

This update supports faster payment collection in both your CRM workflow and payments workflow.

How to Add a Card on File

Open the SMBcrm Mobile app.
Go to Contacts.
Select a contact.
Open the Transactions tab.
Tap the + button.
Select Manage Cards on File.
Enter the card details and save the card.

How Saved Cards Can Be Used

When you create a transaction, invoice, estimate, or in-person charge linked to the contact, any saved cards will appear as available payment methods.

How to Remove a Saved Card

Open Manage Cards on File for the contact.
Swipe left on the card you want to remove.
Tap Remove.
Confirm the action.

Why It Matters

Faster checkout for returning customers
Better organization of payment methods within the contact record
A smoother experience for repeat payments

Workflow Builder Keyboard Shortcuts

Released March 24, 2026

Keyboard shortcuts are now available in the standard workflow builder, making it faster to build, edit, and navigate workflows.

This update adds shortcut support for editing actions, moving through nodes, adjusting the canvas view, opening panels, and saving your work. For teams using automation workflows, it helps reduce repetitive clicks and makes larger workflow edits easier to manage.

What Changed

Shortcuts in the standard builder are grouped into five areas:

Essential
Edit
View
Navigation
Tools

Depending on the action, a shortcut may apply to the selected node, all actions from the selected node onward, or the current builder view.

How to Use It

Open a workflow in the standard builder.
Select a node when the shortcut requires it.
Use the matching keyboard shortcut.
Save your workflow and continue building without switching back to mouse clicks.

Available Shortcuts

Edit

Move selected node(s): ⌘ + X / Ctrl + X
Copy selected node(s): ⌘ + C / Ctrl + C
Paste node(s): ⌘ + V / Ctrl + V
Copy all actions from selected node onward: ⌘ + Shift + C / Ctrl + Shift + C
Move all actions from selected node onward: ⌘ + Shift + X / Ctrl + Shift + X

View

Zoom in: +
Zoom out: -
Zoom to 100%: 0
Fit view: 1

Select all nodes: ⌘ + A / Ctrl + A
Select all actions: ⌘ + Shift + A / Ctrl + Shift + A
Select all triggers: ⌘ + ⌥ + A / Ctrl + Alt + A
Move to next node: ↓
Move to previous node: ↑
Move to right sibling node: →
Move to left sibling node: ←
Select upstream nodes: Shift + ↑
Select downstream nodes: Shift + ↓

Tools

Delete selected node(s): Del
Delete all actions from selected node onward: ⌘ + Del / Ctrl + Del
Open trigger panel: Shift + Tab
Open action panel: Tab
Save workflow: ⌘ + S / Ctrl + S

Notes

Some shortcuts work only after a node is selected.
Some shortcuts appear in more than one section because they support multiple workflow tasks.

Why It Matters

Workflow building often involves the same actions repeatedly. These shortcuts help speed up edits, simplify navigation, and make it easier to work through more complex workflow setups.

Custom Fields UI Revamp

Released March 25, 2026

SMBcrm has updated the custom fields experience to make it cleaner, easier to navigate, and more efficient to use. This is a user interface update only, so existing functionality stays the same.

The changes are focused on improving day-to-day field management across different CRM objects, with better visibility and less friction when configuring fields.

What Changed

A cleaner interface makes custom fields easier to scan and manage.
An object selector lets you switch between views such as Contacts and Opportunities.
A live preview shows how a custom field will appear on the contact page.
New visual indicators help identify unique and searchable fields.
Column sorting is now available across custom field columns for faster organization.

Why It Matters

These changes are designed to reduce errors and help teams work more efficiently when managing CRM data at scale. With clearer navigation and better visibility into field setup, users can review and configure custom fields with more confidence.

Preview and Visibility Improvements

The live preview makes it easier to understand how a field will appear before saving changes. The new icons also make important field properties easier to spot at a glance.

What’s Next

SMBcrm has also shared a few planned improvements for custom fields:

Bulk deletion of custom fields
Additional field types, including URL, date and time picker, attach users, rich text editor, and image support for radio buttons and checkboxes

These items were mentioned as upcoming improvements, but no release timing was provided.

Google Business Profile Connection Enhancements

Released March 25, 2026

SMBcrm has improved the Google Business Profile connection flow to make page discovery and setup clearer. The update adds better guidance when no pages are available and expands how users can search for business pages.

What changed

Clearer handling when no page is found

When no Google Business Profile pages are linked to the connected Google account, users now see a more informative empty state message. This helps explain why no pages appear and what to check next.

More ways to search for pages

Users can now search and filter Google Business Profile pages by:

Page Name
Store Code
Postal Code
Locality

This makes it easier to find the correct page in accounts that manage many business locations.

How to use it

Open the Google Business Profile integration in SMBcrm.
Use the search dropdown to choose a search field.
Enter a value to filter available pages.
If no pages appear, follow the guidance shown to connect the correct Google account.

Why it matters

Previously, page search was limited to Page Name. For businesses with similar or repeated naming across locations, that made it harder to identify the correct page. The updated search options and clearer empty states reduce setup friction and improve usability.

Workflow AI Builder Enabled by Default for Agencies

Released March 25, 2026

Workflow AI Builder is now enabled by default. This update improves speed, accuracy, and reliability, while adding several capabilities that make it easier to build and refine automations with AI features and automation tools.

What Changed

Faster workflow generation

Average workflow creation time has dropped from about 50 to 60 seconds to under 30 seconds.
Simpler prompts can finish in as little as 15 seconds.
Template-style generation that previously took up to 90 seconds can now complete in about 6 to 7 seconds.
Generation errors have been reduced, including fixes for condition generation and node generation failures.
Action and trigger selection is more accurate based on the prompt and use case.

New workflow-building capabilities

Post-generation to do list: After a workflow is created, AI Builder now shows a list of items that still need user input, such as credentials or custom values. Selecting an item takes you to the relevant action.
Workflow settings and naming from prompts: AI Builder can now configure workflow settings and rename the workflow based on the prompt.
Conversational editing for If/Else and Wait actions: Instead of making these edits manually after generation, users can now refine them through a multi-turn AI conversation.
Voice dictation: Users can describe a workflow with voice input to speed up creation and improve accessibility.
Smarter Wait step generation: Wait steps now include more guardrails and support for specific dates, branching logic, and advanced time window configuration from a single prompt.
Autosave support: If autosave is enabled, AI-generated workflows are saved automatically after generation or editing.
Integration app support: AI Builder now supports integration apps such as Asana and ClickUp and can select the appropriate action from a prompt.
Data linking across actions: Outputs from one action can now be referenced in another action built through AI, including examples like using a GPT output inside an email body.

Opt-Out Options

If you do not want AI Builder enabled by default:

Go to Automations > Global Workflow Settings and turn off AI Builder for that account.

Conversations SLA Performance Dashboard

Released March 26, 2026

SMBcrm now includes an SLA Performance Dashboard in Conversations analytics. It gives admins a clearer view of response times, SLA adherence, and overall performance trends so they can see where delays are happening and how consistently SLAs are being met.

This update is part of SMBcrm’s Communication features.

What it shows

The SLA Performance Dashboard provides a consolidated view of SLA results across messages, users, and channels. You can use it to:

See how many messages met or breached SLA targets
Review average response times
Track trends over time
Compare performance by user
Compare performance by channel
Use filters and sorting to drill into specific insights

How to access it

Go to Conversations → Analytics → SLA Performance and select a time range using the available filters.

You can also use the trend chart dropdown to switch between available metrics.

User and channel reports support sorting and filtering for deeper analysis.

Important notes

Only messages with completed SLA evaluation, either met or breached, are included in reports
Conversations marked as read without a reply are excluded
SLA performance is attributed to the assigned user at the time of evaluation
Only Admins can access SLA Performance reports
Data for the SLA Performance Dashboard is available starting March 23, 2026
You can enable this feature from Labs → Conversations SLA Performance Dashboard
This feature is available only on the new Conversations interface
To enable the new interface, turn on CRM Redesign: Conversations and Contacts Page (Beta) in Labs

Email Blocking for Invalid or Restricted Domains

Released March 26, 2026

SMBcrm now blocks emails addressed to invalid or restricted domains before they are sent.

What Changed

Automatic blocking before send

Emails associated with known invalid or restricted domains are blocked before sending.

Pre-send validation

Invalid email addresses are detected earlier and prevented from being used for email communication. This helps reduce failed deliveries and bounce rates.

Clear user feedback

When an email is blocked because the domain is restricted, users will see this message:

“This email address is invalid as the domain is restricted for security reasons.”

Why It Matters

Helps improve email deliverability
Protects sender reputation
Prevents failed deliveries caused by invalid or restricted domains
Strengthens platform security and compliance
Gives users clear, actionable feedback

Fathom Actions and Triggers in Workflows

Released March 26, 2026

SMBcrm workflows now support Fathom triggers and actions for recordings, transcripts, and summaries. This helps users automate follow-ups, task creation, and internal notifications from meeting conversations.

Teams using Automation can use Fathom meeting data to trigger workflow steps and pass transcript or summary content into downstream actions.

What Changed

New trigger

New Recording starts a workflow when a meeting recording has been created and processed in Fathom.

It provides meeting data such as:

recording ID
meeting details
transcript
additional recording metadata

New actions

List Recordings

Retrieve available Fathom recordings for the connected account.

What it does:

fetches recordings for the connected user
lets you choose recordings for later workflow steps

Fetch Transcript

Retrieve the transcript for a selected recording.

What it does:

provides the full meeting transcript
makes transcript content available for AI or other workflow steps

Fetch Summary

Retrieve the AI-generated summary for a selected recording.

What it does:

provides a concise meeting summary
supports task extraction, notifications, and follow-up workflows

Setup

To use these triggers and actions, connect your Fathom account in one of these places:

in Workflow Builder by searching for Fathom and selecting a trigger or action, then choosing Connect Now
in Settings under Integrations by finding Fathom and connecting your account

Example use cases

generate personalized follow-up emails from meeting transcripts
extract action items from summaries and turn them into tasks
send internal notifications after meetings are processed

FAQ

When does the New Recording trigger run?

It runs after the meeting recording has been processed and is available in Fathom. The summary may take a few minutes to process after the call ends.

Can Fathom recordings be mapped to contacts?

Yes, but mapping is not automatic. You can match contacts in a workflow using participant details such as email.

Are Fathom actions premium workflow actions?

Yes. Fathom actions, including fetching recordings, transcripts, or summaries, are premium workflow actions and are charged at the default rate per execution.

Redesigned Messaging Analytics in Phone Settings

Released March 26, 2026

Messaging Analytics in Phone Settings has been redesigned to give you clearer visibility into SMS performance, trends, and message-level details.

The updated experience is available now through Labs. To try it, enable the Messaging Analytics V2 flag in Labs. If the flag is off, the previous analytics view remains available.

What Changed

The Messaging Analytics tab now includes:

Period-over-period comparisons for each metric so you can see changes versus the previous time range
A failure rate trend chart with a 10% threshold line to help identify delivery issues early
A failure reason breakdown that shows why messages failed, including issues like carrier filtering, invalid numbers, opted-out recipients, and unverified toll-free numbers
An opt-out rate trend chart with a 2% threshold marker
Clickable summary cards for Sent, Delivered, Failed, Received, and Opt-Out Rate that open detailed message logs
A longer default reporting window of 30 days instead of 7 days, with date selection for up to 90 days

Why It Matters

The redesigned view adds context that was missing from the previous analytics experience. Instead of only showing counts, it helps you understand trends, spot changes over time, and review the reasons behind failed messages.

This can help you:

Identify delivery issues before they lead to account restrictions
Understand failure causes and error codes more quickly
Monitor opt-out trends to protect sender reputation
Make better decisions about messaging performance across campaigns, workflows, and bulk sends

Who It Helps

This update is especially useful for account owners and admins who need a clearer view of messaging health without reviewing messages one by one. It can also help teams overseeing multiple accounts monitor performance with more context.

Services Calendar booking in Conversation AI

Released March 26, 2026

Customers can now book appointments from your Services Calendar through chat in Conversation AI across supported channels, including SMS, Live Chat, Facebook, Instagram, and WhatsApp.

Instead of filling out a form, customers can describe what they need in natural language and the AI can guide the booking based on your existing setup. This update expands how teams can use AI features alongside communication tools.

What this supports

Conversation AI can now work with Services Calendar configurations that include:

Multiple services
Account and staff selection
Add-ons and variations

The AI can understand intent across multiple messages, match the request to the right service configuration, and create a booking.

You can also control:

Which services the AI manages
Custom booking instructions for the agent

How to use it

Create services in Calendar Settings.
Enable the feature from Labs.
Enable appointment booking in prompt-based bots.
Choose which services the AI should handle.
Start a conversation on any supported channel.

Only public-facing services are supported. Private services are not supported.

Booking actions available

This update supports the full booking lifecycle for services, including:

Book appointments
Reschedule appointments
Cancel appointments
Send a booking link instead
Pause the bot after booking
Trigger workflows
Transfer conversations

How configuration works

Conversation AI follows the configuration already set in your Services Calendar.

If you update services, availability, staff, or related settings, those changes must be made in the Services Calendar configuration to be reflected in AI bookings.

Payment behavior

Payment handling depends on the booking setup:

Pay in person: the appointment is booked and confirmed directly
Online payment: the appointment is created but remains unconfirmed

Conversation AI does not currently collect payments during the booking flow.

Notable behavior

The booking experience includes:

Memory across the conversation when a customer changes direction
Clarifying questions when requests are ambiguous
A booking preview before confirmation

A future update for Services V2 support in Flow Builder bots is planned, but no release timing was provided.

Workflow AI Builder Reliability Improvements

Released March 26, 2026

SMBcrm improved Workflow AI Builder reliability to reduce generation errors and make workflow creation more consistent. The update eliminates conditional generation errors and cuts node generation failures by 10x.

What changed

SMBcrm made reliability improvements to the Workflow AI Builder to reduce failed workflow generation and improve consistency at scale.

Two key issues were addressed:

Conditional generation errors were eliminated for branches and actions involving conditions such as If/Else logic, Wait with Condition of Contact Reply, Decision Maker, and Find Contact.
Node generation failures were reduced from about 3.5% to about 0.35%, a 10x improvement.

Why it matters

These changes help users build automations with fewer failures and more predictable output. They also improve the reliability of SMBcrm AI features as usage grows.

SMBcrm identified lower error rates, low latency, and correctness of generated workflow output as core priorities for the AI Builder. This release focuses on reducing errors so workflows generate more consistently.

Advanced Filters Revamp for Opportunities and Smart Tags

Released March 27, 2026

SMBcrm has updated Advanced Filters to make opportunity filtering more structured and flexible. The update includes a redesigned interface, expanded date operators, nested conditions, and the same filter logic inside Smart Tags.

What Changed

Advanced Filters now use a cleaner, more structured interface
Fields are grouped into folders to make navigation easier
Stage filtering has been improved for more precise selection
Date operators now include options such as Is not, In the next, In the last, More than, and Less than
Relative time filters support minutes, hours, days, weeks, months, and years
Nested filters allow more advanced conditions
The same filtering capabilities are now available in Smart Tags

How It Works

Open Advanced Filters in Opportunities, then choose a field from grouped sections such as Opportunity Details or Associations.

Next, select an operator and define either a relative time value, such as 10 days or 2 weeks, or a fixed date.

You can also use the updated Stage filter and combine conditions with AND logic or nested rules.

The same logic can be applied when creating Smart Tags.

Why It Matters

These changes make it easier to narrow down opportunities with more precision and less manual work. They also support more specific workflows, such as:

Follow-ups due in the next 7 days
Opportunities inactive for more than 30 days
More detailed segmentation using nested conditions

Availability and Notes

Works across Opportunities and Smart Tags
Existing filters remain unchanged and fully supported
This update is currently available in Account > Labs

Inbound Email Support in SMBcrm Conversation AI

Released March 27, 2026

SMBcrm Conversation AI now supports email as a channel for automated inbound responses. This gives businesses a more unified way to manage AI-powered communication across chat and email.

With this update, teams can automate replies to incoming emails using the same AI-driven workflow used across other supported channels. Learn more about SMBcrm Communication tools and AI features.

How It Works

When an inbound email reaches a connected inbox, Conversation AI can process the message and send a reply based on your configured rules and context.

The flow works like this:

Enable the email channel in Conversation AI settings
Receive an inbound email in a connected inbox
Let the AI review thread history and contact data
Generate a response based on your prompt and configuration
Send the reply from the same connected inbox

The system preserves email threading, subject lines, and recipients.

Email Configuration Options

SMBcrm includes email-specific settings for formatting and design.

Where to Configure It

Go to Conversation AI, then Channels, then Email, then Advanced Settings.

Response Format Options

You can choose between:

Plain text responses for minimal formatting and better deliverability
Template-based responses using the Design Editor for full control over layout and styling

In the template-based setup, Conversation AI generates the response content while the Design Editor controls the layout and structure.

Important: your template must include the variable {{ai.response}} so the generated response can be inserted into the email.

Personalization Options

Available options include:

Salutations such as Hi {{contact.first_name}}, Hello {{contact.full_name}}, or Hi there
Sign-offs such as Regards, Thanks, or Best
A signature block using the default business user name, business name, and optional contact details
Default CC and BCC recipients for AI-generated email responses

Why It Matters

Email is still a core business communication channel. Adding inbound email support to Conversation AI helps teams:

Respond faster to incoming emails
Keep communication more consistent across channels
Reduce manual work in support and lead handling

Media Picker Integration for Forms, Surveys, and Quizzes

Released March 27, 2026

Forms, surveys, and quizzes now connect to the centralized Media Center for selecting, uploading, and reusing images. This makes media management more consistent across these builders.

What changed

SMBcrm updated media selection in forms, surveys, and quizzes to use the centralized Media Center experience.

Users can now:

browse existing media assets
upload new files through the media picker
reuse stored media across supported builders

This replaces the older file asset picker in these areas with a more consistent media workflow.

Where this applies

The updated media picker is integrated into:

Image Upload Element
Rich Text Editors
Quiz Result Builder
QR Codes

Why it matters

This update helps teams work faster and keep media organized by:

making image selection quicker and easier
reducing duplicate uploads by reusing existing assets
creating a more consistent experience across builders
improving day-to-day workflow when adding media

Released March 27, 2026

SMBcrm now makes pipeline management faster inside Opportunities while adding clearer visual stage indicators. You can create or edit pipelines from the pipeline dropdown, assign colors to stages, and choose how those colors appear across key CRM views.

What Changed

Create a pipeline directly from the pipeline dropdown in Opportunities
Edit an existing pipeline from the same dropdown
Assign a color to each stage in a pipeline
Choose a stage color display style: default, colored dot, or background tint
See stage colors reflected in views like Kanban and record details

How It Works

In Opportunities, open the pipeline dropdown to create a new pipeline or edit an existing one. When creating or updating a pipeline, you can assign colors to each stage and choose whether those colors appear as a dot or a background tint.

For teams using SMBcrm for CRM and sales workflows, this makes pipelines easier to manage without extra navigation.

Why It Matters

Faster pipeline management with fewer clicks
Better visual clarity when reviewing stages and deals
Easier scanning and prioritization across pipeline views
More consistent stage visibility across Kanban and record details

Notes

Color preferences apply at the pipeline level
All users see the same stage color configuration

New Marketing Templates Added

Released March 28, 2026

SMBcrm has added several new templates across websites, email, forms, surveys, and ad creative. These additions give teams more starting points for building campaigns and client assets in Websites & Funnels.

What Was Added

The latest template release includes:

1 website template for real estate
1 email template for real estate
1 form template for insurance
1 survey template for marketing agencies
2 Facebook ad templates for home services and health and wellness
2 Google ad templates for insurance and legal

Why It Matters

These templates can help speed up setup for common marketing use cases by providing ready-made starting points across multiple asset types.

Brand Board Colors in the Forms and Surveys Color Picker

Released March 30, 2026

Saved Brand Board colors are now available directly in the color picker for forms, surveys, and quizzes. This makes it easier to keep designs consistent and apply saved colors without manually copying hex codes.

What Changed

The color picker now includes:

Brand Colors
Default Colors
Global Custom Colors

You can use saved brand colors while styling elements such as:

Buttons
Inputs
Labels
Shadows

Default Colors are shared across forms, surveys, and quizzes. A new manage option in Global Custom Colors opens Brand Settings so you can add or update custom colors more easily.

When you select a saved brand color, the builder shows the correct color preview automatically. Matching custom colors are also saved as brand-linked values to help maintain design consistency.

How to Access It

Open the Form Builder and select any element with color settings, such as a button.
In the style settings, click a color field like Button Background to open the color picker.
Review the available sections for Brand Colors, Global Custom Colors, and Default Colors.
To add a new custom brand color, click Manage from the color picker to open Brand Settings.

Why It Matters

This update reduces repetitive styling work and helps teams stay on-brand across lead capture assets. If you use SMBcrm for lead capture, saved brand colors can now be applied faster and more consistently across forms and surveys.

Example Use Cases

Apply primary and secondary brand colors to buttons and form fields faster
Keep styling more consistent across multiple team members
Add a new custom brand color from the picker without manually re-entering color values

Communities: Multi-Group Import Support

Released March 30, 2026

SMBcrm has improved community imports to make imported content easier to organize and more accurate once it is brought into your community.

What Changed

Import multiple groups into one community

You can now import multiple groups into a single community group. This gives you more flexibility when consolidating and organizing community content.

For businesses using Memberships & Education, this can make it easier to bring related groups together in one place.

Imported posts and comments keep the correct order

Imported content now reflects the original chronological order more accurately.

Posts and comments keep their exact creation timestamps
Content appears in the correct sequence
Random or inconsistent ordering issues are reduced

Users are sent to the most relevant group

When users open the community, they are now directed to the most relevant group, such as one they are already a member of or one they accessed recently.

Why It Matters

These changes help keep community imports more organized, improve the accuracy of imported discussions, and reduce friction for users navigating between groups.

Date-Based Booking Windows for Services

Released March 30, 2026

SMBcrm now supports date-based booking windows for Services. This gives you more control over when customers can book by letting you define a fixed availability range with specific start and end dates.

What Changed

You can now choose between two booking window options:

Days-based: a rolling availability window that updates automatically
Date-based: a fixed availability window with a defined start and end date

With the date-based option, only dates inside your selected range are bookable. The calendar will not automatically open future dates unless you update the range yourself.

How It Works

When you use Date-based booking windows:

You set a specific start date and end date
Only dates within that range can be booked
If there is no availability configured inside the range, the calendar shows no available slots
The date range must be valid and can be up to 365 days

How to Set It Up

Go to Services → Global Settings → Service Settings
Under Booking Window, choose Date-based
Select your Start Date and End Date
Save your changes

Why It Matters

This update is useful when you need tighter control over booking availability, including:

seasonal schedules
limited-time campaigns
short-term service availability
preventing bookings on future dates you have not configured

Global Booking Settings for Pricing and Coupons

Released March 30, 2026

SMBcrm now gives you more control over how pricing and coupons appear on your booking pages.

You can hide the coupon code field and choose how service pricing is displayed across your booking widgets. This helps create a cleaner booking flow and makes pricing clearer for customers before they book.

What Changed

Hide the coupon code field on the booking page
Choose a pricing display format for services
Apply these settings across all booking widgets

Pricing and Coupon Options

Coupon Visibility

You can enable or disable coupon codes on the booking page
When disabled, the coupon field is completely hidden

Price Display Format

You can choose between two pricing display styles:

Fixed range: shows the full price range
From $X: shows the lowest starting price

The final price is calculated after the customer selects any variations or add-ons.

How to Use It

Go to Calendars
Click Services
Open Global Settings
Go to Payment Settings
Configure Enable Coupon Codes and Price Display Format
Click Save Changes

Why It Matters

Gives you more control over the booking page experience
Makes pricing easier for customers to understand
Supports different pricing strategies for your services
Reduces distractions during booking

Improved Sync for Missed and Upcoming Appointments

Released March 30, 2026

SMBcrm has improved calendar sync reliability so upcoming appointments stay aligned with your connected calendar, even after a disconnection or calendar change.

Previously, appointments created while a calendar integration was disconnected might not sync unless they were manually updated. This update reduces that extra work and helps keep calendars accurate.

What’s Changed

Appointments created while a calendar was disconnected can now sync automatically after the calendar is reconnected.
When you connect a new calendar, upcoming appointments are automatically added.
When you switch to a different calendar within the same integration, future appointments are resynced to the newly selected calendar.

How It Works

Reconnecting a calendar

When you reconnect a previously disconnected calendar, unsynced upcoming appointments are automatically pushed to that calendar.

Connecting a new calendar

When you connect a new calendar integration, future appointments are synced automatically.

Switching calendars

When you change the selected calendar within an existing integration, upcoming appointments are synced to the new calendar.

Why It Matters

Helps prevent confusion caused by unsynced appointments
Removes the need to manually edit appointments just to trigger sync
Keeps your calendar more accurate after connection changes
Improves reliability for teams that depend on calendar integrations

Receive Incoming Calls From Private or Anonymous Numbers

Released March 30, 2026

Accounts can now receive inbound calls even when the caller ID is hidden or anonymous. This helps reduce missed calls from real leads who choose not to show their number, while still handling those calls in a controlled way instead of blocking them automatically.

Where to enable it

To allow private calls, go to Settings > Phone System > Voice > Other Settings > Inbound Calls and turn on Allow Private Calls.

How private callers are saved

When one of these calls comes in, the contact is saved with the name “Private caller from at” and tagged “private phone number” for easier identification.

Released March 30, 2026

You can now view and reply to TikTok comments directly in Social Planner. TikTok comments appear alongside other social interactions in Comment Management, making it easier to manage engagement from one place.

What Changed

TikTok comments are now supported in Comment Management inside Social Planner. This update allows teams to:

View TikTok comments alongside comments from other platforms
Reply directly from the unified inbox
Manage engagement with faster, more centralized workflows
Use threaded replies with up to 1 level of nesting

This improves social response workflows and keeps conversations organized inside SMBcrm’s Communication tools.

Why It Matters

Managing TikTok engagement from the same workspace as your other social activity can help your team:

Respond faster to incoming comments
Reduce tool switching
Keep brand responses more consistent
Coordinate social engagement more efficiently

How It Works

Go to Marketing → Social Planner → Comment Management and open the Comments tab.

From there, you can view TikTok comments alongside other supported platforms and reply from the same inbox.

Notes

Supported for TikTok Business Profiles only
Maximum comment length is 150 characters
Media attachments in replies are not supported
Only 1 level of threaded replies is supported
Additional TikTok capabilities may be added over time

Documents & Contracts: Collect Card Details

Released March 31, 2026

You can now collect and save card details in Documents & Contracts using a Card Details field. This lets signers add a card while completing a document, so the payment method is available for future payments.

How it works

To use this field:

Open the document builder and select Add Element
Drag the Card Details field into the document
Assign the field to a signer and mark it as required if needed
Make sure a supported payment provider is connected and live or test mode is enabled
Send the document to the signer
The signer selects Start filling out and enters their card details
The card is saved once the signer adds it, and it can be used later for payments

Supported payment providers

Supported providers:

Stripe
NMI
Square
Authorize.net
Adyen

Not yet supported:

Razorpay
PayPal
Custom payment providers

Why this matters

Collecting card details during document signing can help you:

Capture payment information earlier in the process
Reduce follow-up needed to collect payment details
Prepare for future payments using the saved card

Released March 31, 2026

SMBcrm updated Preference Management to make setup and editing clearer and safer. These changes help users configure categories with less guesswork and fewer accidental updates.

Users managing email preferences in Communication will notice several usability improvements.

What changed

Cleaner default setup

New configurations no longer include a pre-set “One-on-One” subscription type. You now start with a blank setup so you can define categories that fit your business.

Clearer scope guidance

The settings screen now includes an inline note explaining that preference settings apply only to transactional and notification emails.

Editable category names

Subscription category names can now be edited after creation. This makes it easier to fix naming mistakes or adjust categories later without deleting and recreating them.

Longer category names

The character limit for subscription category names has increased to 100 characters, giving you more room to use descriptive labels.

Safer save actions

Preference settings now require explicit confirmation before saving changes, which helps prevent accidental updates.

Better empty states

If all preference categories are archived, the screen now shows a clearer zero-state with guidance on what to do next instead of appearing blank or unclear.

Why it matters

These refinements make Preference Management easier to set up, easier to maintain, and clearer to understand, especially when updating categories or reviewing how email preferences apply.

Released March 31, 2026

Sole Proprietor accounts can now complete A2P registration through the chat widget flow.

This update streamlines setup by automatically detecting Sole Proprietor registrations, pre-selecting the campaign use case, and pre-filling consent content based on the message type selected.

What Changed

Sole Proprietor accounts are now automatically identified in the chat widget A2P registration flow.
When a Sole Proprietor account is detected, the campaign use case is pre-selected.
Users still choose their message type: Marketing or Promotional, or Transactional or Non-Marketing.
The consent screen is pre-filled based on that message type selection.

Why It Matters

Previously, Sole Proprietor accounts could not use the simplified chat widget flow and had to complete registration through a separate self-serve process.

With this change, Sole Proprietors can use the same faster registration experience available in the chat widget, which can reduce setup time and help support a cleaner compliance process. For more on SMBcrm Communication, visit the feature page.

March 2026 Updates

Overview

Add Cost Price and Margin to Products

What Changed

How It Works in Invoices, Calendars, and Exports

Where to Find It

Planned Improvements

AI-Powered Field Tooltips in Workflows

Current Availability

Why It Matters

What Comes Next

Assign Contacts to the User Who Answered an IVR Call

How it works

How to use it

Why it matters

Example

Notes

Company Variables in Contact-Based Workflows

What Changed

How to Use It

Why It Matters

Example Uses

Notes

Connect Call in Workflows Now Supports Call Whisper

What Changed

How to Use It

Why It Matters

Example Use Case

Notes

Fixed: If/Else Branching for UTM Campaign Attribution

What changed

Why it matters

Rentals for Flexible Multi-Day Bookings

What Rentals Includes

Customizable listings with inventory and variants

Inventory tracking and availability control

Flexible pricing models

Flexible booking types

Multi-item bookings

Customer booking page

Booking management and calendar view

How to Get Started

Why It Matters

Smarter Booking Period Controls for Rentals

What’s Changed

Clear booking period options

Date & Time Selector

Date Selector

Fixed Durations

Compatibility Rules

Configuration Improvements

Migration for Existing Listings

Why It Matters

Trigger Descriptions in Workflow Builder

What Changed

How It Works

Why It Matters

Pre-Built A2P Campaign Registration for Chat Widget Opt-Ins

What Changed

Streamlined Use Case Selection

Built-In Compliance Protections

Financial and Marketing conflict protection

Automatic age gating

Auto-Generated Compliance Widget

Final Widget Structure

Required locked elements

Conditional element

Optional elements

Removed elements

Preview and Final Review

Who This Affects

Important Note

Related SMBcrm Features

Ad Manager Adds Website and Hybrid Meta Lead Options

What changed

How it works

Why it matters

Notes

Related SMBcrm Features

AI Builder Adds a To-Do List for Workflow Setup