Create Custom Invoice Layouts with AI
Create custom invoice layouts with AI, refine them in a visual editor, and apply published designs to the invoices your customers see.
Product Updates
New features, improvements, and fixes for your CRM.
Updates: page 2
Showing 31–60 of 230 updates
New Website, Funnel, Social, and Ad Templates
SMBcrm has published customizable templates for websites, funnels, social content, and Facebook, Google, and LinkedIn ads across several industries.
Ask AI Voice in the SMBcrm Mobile App
Ask AI now supports two-way voice in the SMBcrm Mobile app, with spoken replies, live transcription, interruptions, and shared chat history.
Configure and Filter General Dashboard Widgets
Customize general dashboard widgets with persistent filters, date ranges, comparisons, titles, and themes to make reporting easier to interpret.
Content Moderation for SMBcrm Communities
Community admins can hold posts and comments that match flagged keywords for review, manage member reports, and improve community search.
Dark Mode for Communities and Courses
SMBcrm communities and courses now support Dark Mode on the web, with remembered member preferences and separate light and dark brand palettes.
Filter and Sort Community Courses
Members can filter and sort community courses by topic, difficulty, language, title, and date on web and in the SMBcrm Mobile app.
GPT-6 Sol and Luna Added to Workflow AI Actions
GPT-6 Sol and GPT-6 Luna are now available for AI Agent and GPT workflow actions, with cleaner outputs and lower model costs.
Add Role Badges to Your Staff for Services
Add reusable role badges to Services staff members. Customers can see the assigned badge when choosing staff on desktop and mobile booking pages.
Calendar AI Explains Why Slots Are Not Bookable
Calendar AI can now explain why a calendar slot or team member is unavailable in Calendars, with clear answers and no setup required.
Configure Manual Tax Zones by Region
Manual Tax Zones let businesses group countries or states and apply user-defined tax rates by region when automatic taxes are off or unavailable.
Custom Service Pricing for Appointments
Set a custom service price when creating, editing, or duplicating an appointment, without changing the standard service price for future bookings.
Diagnose Mobile Notification Issues in SMBcrm
SMBcrm Mobile app users can run a notification diagnosis to check network, permissions, sound, and test delivery before contacting support.
Localized Notifications for Calendars, Services, Rentals
Notification templates for calendars, services, and rentals now use the Business Profile platform language while preserving custom edits.
Migrate AI Studio React Projects to SSR
AI Studio can now copy eligible React projects into a draft SSR project, keeping the published site, domains, and original project unchanged.
New Templates for Websites, Funnels, Ads, and Social
SMBcrm added templates for websites, funnels, social posts, Facebook ads, Google ads, and LinkedIn ads across several industries.
Two-Way Sync Improved for Single-Service Appointments
Single-service appointment changes made in connected calendars now sync back to SMBcrm calendar views, appointment lists, and details.
Bulk Tag Color Updates and Faster Category Creation
SMBcrm now lets users update colors for up to 100 tags at once and create tag categories directly from the category selector.
Jotform Actions and Triggers Added to Workflows
SMBcrm workflows can now react to Jotform submissions and signed documents, plus create Jotform submissions with mapped workflow values.
App QR Codes Route Users to the Right App Store
App QR Codes let you use one QR code to send iOS, Android, and other devices to the right app download destination or fallback URL.
Ask AI Is Now Available in WhatsApp
Connect WhatsApp to use Ask AI from a text message, including contact lookups, deal updates, calendar checks, content drafts, and follow-ups.
Chat Widget Color Picker Now Matches Browser Support
The Chat Widget color picker now hides unsupported eyedropper controls in Safari and Firefox while keeping standard color tools available.
Chat Widget Spam Protection Helps Control Messaging
Chat Widget spam protection flags suspicious submissions, keeps contacts for review, and can pause SMS, email, or both by widget.
Granular WhatsApp Permissions for SMBcrm Users
SMBcrm now lets admins control seven WhatsApp actions, including templates, flows, phone numbers, profiles, and disconnect access.
Smarter Local Presence Dialing for Outbound Calls
SMBcrm improves local presence dialing with smarter caller ID matching, wider country support, reserved numbers, and fail-safe defaults.
Video Testimonial Automation and Publishing Controls
Video testimonials now support workflow triggers, consent-aware filters, custom values, and publishing controls for widget visibility.
Automatic Company Matching by Email Domain
SMBcrm can match contacts to companies by email domain, create a company when needed, enrich company details, and help prevent duplicate records.
Build Workflows from Ask AI
Ask AI can now create and edit workflow drafts from a prompt, including through WhatsApp, before final testing and publishing in the builder.
Bulk Email Contacts from Company and Custom Object Lists
Send bulk emails to contacts associated with selected company or custom object records, then personalize, schedule, and track the campaign.
Granular Gift Card Permissions for Team Access
Admins can now control which team members can view, issue, edit, deactivate, or reveal sensitive details for Gift Cards.