Chat Widget: Flexible Compliance Notice & Consent Settings
Configure the Chat Widget legal notice and consent checkbox separately, with required-consent validation and consent details saved in contact activity.
Product Updates
New features, improvements, and fixes for your CRM.
Updates: page 4
Showing 91–120 of 230 updates
Offer Multiple Meeting Durations in One Calendar
SMBcrm calendars can now offer up to three meeting duration options on one calendar, helping bookers choose the length that fits.
Request Contact Info from WhatsApp Username Users
SMBcrm can request phone numbers from WhatsApp username users through templates or workflows, with duplicate-safe contact capture.
WhatsApp Template Variables Now Validate Before Save
SMBcrm now flags invalid WhatsApp template variables inline, helping users fix placeholder issues before saving and avoid preventable rejections.
Zero-Dollar Checkout in Forms and Surveys
SMBcrm can now skip card entry for eligible $0 product orders in Forms and Surveys while preserving existing paid checkout behavior.
Use Custom Fields as Metrics in Reports and Dashboards
Numeric and monetary custom fields for Contacts and Opportunities can now be aggregated in dashboard widgets, custom reports, and custom metrics.
New Templates for Campaigns, Websites, and Workflows
SMBcrm added new templates for websites, funnels, email, social posts, ads, and workflows to help teams start campaigns faster.
Badge Automation Is Now Available in Workflows
Badges can now be issued from workflows and used as triggers, helping teams automate recognition and follow-up steps around milestones.
Calendar AI Helps Set Up Booking Calendars
Calendar AI lets users describe the calendar they need, then guides setup for availability, team members, live preview, and a test booking.
Clearer Calendar Card-on-File and $0 Booking Handling
Calendar payments now separate card-on-file collection from free bookings, reducing unnecessary card requests and $0 transactions.
Instagram Explore Placement Removed From Ad Campaigns
Meta discontinued Instagram Explore as a selectable ad placement, while existing campaigns continue running without user action.
More AI Models Added to Workflow AI Agent Actions
Workflow AI Agent Actions now support Anthropic, Google, and OpenAI models with provider selection, model descriptions, and reasoning effort controls.
Message ID Added to Email Event Webhooks
Email Events can now pass a stable Message ID into webhook payloads, helping teams identify which email generated each open or click.
Pinned and Recent Tabs Now Match Workflow Type
Pinned and Recent workflow shortcuts now show only actions and triggers that apply to the workflow type you have open, reducing wrong selections.
Record Picklists Now Accept Dynamic Values
Single-select dropdowns in record automation actions can again use dynamic values, including merge tags from triggers, formatters, and webhooks.
Rental Booking Pages Add Clearer Checkout Controls
Rental booking updates improve CTA labeling, checkout date visibility, listing details, and cart persistence for a smoother booking flow.
Append Values to Multi-Select Contact Fields
Workflow contact updates can now add selections to multi-dropdown and multiple-checkbox fields without replacing existing contact data.
Bulk Custom Fields for Forms, Surveys, and Quizzes
Forms, surveys, and quizzes now support grouped custom field selection, object filtering, search, and bulk placement in the builder.
Community Editor and Moderation Improvements
Community updates add a floating text toolbar, faster post-level spammer bans, recording downloads, and improved comment shortcuts.
Format List Values in Workflow Text Fields
Workflow text fields can now use list-type values with selectable fields, formats, previews, and optional fallbacks before insertion.
Improved Google and LinkedIn Ad Campaign Validation
SMBcrm now surfaces Google and LinkedIn ad campaign validation errors together, with clearer guidance for fixing fields before publishing.
Meta Pixel Tracking Added for Events
Events Beta users can add Meta Pixel tracking to measure event page visits, RSVP steps, ticket purchases, and purchase data.
Save QR Codes to Apple Wallet or Google Wallet
QR codes can now be saved to Apple Wallet or Google Wallet, giving users faster offline access for existing and newly created QR codes.
Schedule Ask AI Prompts in SMBcrm Mobile app
Ask AI scheduled tasks let you save recurring prompts in the SMBcrm Mobile app, review run history, and open completed conversations.
WhatsApp Composer and Settings Load More Reliably
WhatsApp composer and Settings fixes help connected accounts show the right send options and open management pages without repeated refreshes.
Workflow Dynamic Values Now Use Editable Chips
Workflow text fields now show dynamic values as chips, with slash search, quick replacement, and red highlights for invalid values.
Appointments Now Available in the Client Portal
Clients can view, book, reschedule, and cancel eligible appointments from the Client Portal, while businesses control available calendars.
Automate Community Group Join Requests
Community admins can route, screen, and approve request-based group access with a workflow trigger tied to membership question answers.
Client Portal Adds Invoice and Estimate Notifications
Contacts now receive Client Portal notifications when invoices or estimates are issued, helping them review billing items faster.
Customize Community Tabs With Reordering and Renaming
Community admins can reorder, rename, and show or hide tabs so members see navigation that better matches each community's structure and language.