More Flexible Custom Fields for Better Data Capture
Custom fields now support URL controls, flexible date and time inputs, user assignment fields, visual options, and rich text entries.
Product Updates
New features, improvements, and fixes for your CRM.
Updates: page 3
Showing 61–90 of 230 updates
Retry Failed Subscription Payments Manually
SMBcrm now lets you retry unpaid or past-due subscription payments from Subscription Details for supported payment providers.
Voice Notes for Community Posts and Comments
Community members can record voice notes, upload audio files, and play audio inline in web posts and comments for faster, more expressive replies.
Workflow Publish Validation Blocks Errors
SMBcrm now blocks workflow publishing when unresolved errors remain, while letting users save progress and review issues in one sidebar.
Add Reference Images in AI Image Generation Action
Add up to five reference images to the AI Image Generation workflow action using uploads, Media Library selections or image URLs.
Conditional Form Support – Services & Rentals
Services and Rentals booking forms can apply conditional redirects, messages and disqualification rules instead of the default confirmation.
GPT Image 2.5 Added to AI Image Workflows
SMBcrm workflows now support GPT Image 2.5 Flare and Sunburst in the AI Image Generation action for faster, more controlled image creation.
Meta Post-Publish Recommendations in Ad Manager
Review Meta recommendations for published campaigns in SMBcrm Ad Manager, then open the relevant setting to evaluate and apply a suggested change.
Self-Serve Cancellation Links for Rental Bookings
Customers can cancel rental bookings through confirmation and reminder links. Set a cancellation cutoff and handle any payment refunds separately.
Refreshed User Management Experience in SMBcrm
SMBcrm refreshes profile and user management screens with tabbed settings, clearer permissions navigation, and a consistent Users label.
AI Studio Adds SSR, Server Functions, and Secrets
AI Studio projects can now use server-rendered pages, server functions, REST APIs, and secrets for fuller web app builds.
AI Analyze Image Action for Workflows
SMBcrm workflows can now analyze public image URLs, extract text or descriptions, and pass the AI response into later workflow steps.
AI Image Generation Is Now Available in Workflows
SMBcrm workflows can now generate images from prompts, store them in Media Storage, and pass the public image URL to later actions, with per-execution billing.
Transfer Calls From SMBcrm Mobile to Staff Devices
SMBcrm Mobile app call transfers can now route inbound or outbound calls to staff devices, including web, mobile, phone, and SIP.
Working Hours for Conversation AI Agents
Set schedules for Conversation AI agents, define channel rules, and manage after-hours replies, notifications, tags, and follow-ups.
Dynamic Value Chips Now Show Three Validation States
Dynamic value chips now separate available, unavailable, and invalid values so workflow builders can spot warnings without blocking publishing.
Smarter Missed Call Text Back Number Selection
Missed Call Text Back can now choose an eligible SMS number when the called number cannot send texts, helping more follow-ups go through.
Carrier Fee Updates for U.S. Messaging
Carrier fees for outbound messages to U.S. numbers on Verizon and select other providers will change effective October 1, 2026.
Client Portal Login Trigger Supports New Portal Logins
The User login workflow trigger now runs for new Client Portal logins and is grouped with other Client Portal triggers for easier setup.
Privacy and Terms URLs Required for Toll-Free Verification
Toll-free verification now requires Privacy Policy and Terms & Conditions URLs before submission, with carrier rejection rules starting September 15, 2026.
New Marketing Templates for Websites, Ads, and More
SMBcrm adds templates for websites, funnels, email, social posts, ads, and workflows, plus a refreshed career coach template.
Choose Sender Domains for Each Workflow
Workflow Settings now lets you choose a verified sender domain per workflow, helping separate email types and protect deliverability.
Certificate AI Beta Adds Prompt-Based Design
Certificate AI Beta lets users describe a certificate, answer guided questions, and edit the generated design in Certificate Builder.
Date Range Can Count Only Available Booking Days
The Date Range setting can now count only available working days, so booking windows skip closed days across calendars, services, and rentals.
Schedule Forms, Surveys, and Quizzes
SMBcrm now lets you schedule when forms, surveys, and quizzes open or close, with custom messages or redirects outside the active window.
SMS Test Numbers Now Include a Country Picker
The Send SMS action now has a country picker for test numbers, making test messages easier to send without manually adding country codes.
WhatsApp Messaging Limits Now Show by Portfolio
SMBcrm now shows WhatsApp messaging limits at the portfolio level, helping teams see the shared daily limit across all connected numbers.
More Flexible Guest Details for Calendar Bookings
Calendar bookings now offer more guest detail options, including phone capture, guest count only, and improved guest timezone handling.
Run Automations in Bulk for Companies and Custom Objects
SMBcrm now lets users trigger workflows for selected company and custom object records from list views, then monitor results in Bulk Actions.
Chat Widget: Brand Board Integration
Use Brand Board colors and fonts in Chat Widget styles, with a shared default color palette and no change to the website embed code.