Organize Tags With Categories and Colors
In labs, tag categories and customizable colors help teams organize, identify, and manage tags while existing tags remain usable in No category.
Product Updates
New features, improvements, and fixes for your CRM.
Updates: page 5
Showing 121–150 of 230 updates
Rich Link and Event Previews in Communities
Communities now generate rich previews for supported links and events, helping members watch videos, view details, and RSVP from the feed.
More Website, Funnel, Social, and Ad Templates
SMBcrm added templates for websites, funnels, social posts, and ads, giving teams more starting points for common campaign work.
Client Portal Magic Links Now Fall Back to OTP
Expired Client Portal magic links now redirect contacts to OTP verification, helping them regain access without requesting a new link.
Course Announcements for Learner Updates
Course Announcements let creators share rich updates inside courses, target specific learners, and optionally send email notifications.
Google Merchant Center Sync for Ecommerce Stores
Connect an ecommerce store to Google Merchant Center and sync eligible store products for review across Google Shopping and supported Google surfaces.
WhatsApp Analytics Added to Workflow AI Assistant
The Workflow AI Assistant now reports WhatsApp send, delivery, failure, pending, and read metrics from live workflow data, alongside email and SMS.
Contact Overlay for Opportunities and Appointments
Open contact details from opportunities or appointments in an overlay, so you can review contact info and conversations without losing your place.
Import HubSpot CRM Data Directly into SMBcrm
SMBcrm now supports direct HubSpot imports for contacts, companies, deals, pipelines, custom fields, tasks, notes, and email history.
Review Trigger Supports All Integrated Platforms
The New Review Received trigger can now start workflows from any integrated review platform, expanding automation beyond Google and Facebook reviews.
Available Quantity Filters for Ecommerce Workflows
SMBcrm workflows can now use Available Quantity in abandoned cart and order fulfilled automations for inventory-based filters and values.
Conditional Opportunity Fields for Cleaner CRM Data
Opportunity forms can now show or require fields based on deal details, helping teams collect cleaner CRM data across pipelines.
Ecommerce Stores Can Now Be Added to Funnels
Funnels can now include product browsing, cart, checkout, and order confirmation steps so merchants can manage store flows in one place.
Events Beta Is Available in Labs
Agency admins can enable the Events beta in Labs for selected accounts and test event pages, ticketing, check-in, and automations.
Generate Reschedule Links from Appointments
SMBcrm now lets users generate and copy reschedule links from existing appointments across Meetings and Services for easier customer scheduling.
Note Attachments Are Private by Default
Documents uploaded through notes now use private default storage, with sharing options for public, private, OTP, and password-protected links.
Redeem Gift Cards During Calendar Payment Collection
SMBcrm now lets businesses redeem customer gift card balances while collecting payments from appointments in meetings, services, and rentals calendars.
Services Booking Adds WhatsApp Notifications and Tabs
Services booking now supports WhatsApp notifications, easier email personalization, top-tab category layouts, and smarter default booking settings.
Set Positive Trend Colors for Dashboard Widgets
Dashboard and report widgets can now show trend badge colors based on whether an increase or decrease is positive for each metric.
Sync Threads Posts in Social Planner
SMBcrm can import existing Threads posts into Social Planner so teams can review past content, engagement, and reusable posts in one place.
Week Start Preferences Are Consistent Across Calendars
Week start preferences now apply consistently across in-app calendar views, scheduling settings, availability, date pickers, and business hours.
AI Agent Actions Now Cost Less to Run
AI Agent Actions now use fewer tokens per execution, reducing run costs by 40 to 50 percent without changing behavior, quality, or setup.
Bulk Keyword Management for Google Ads Campaigns
SMBcrm Ad Manager now supports bulk pasted positive and negative Google Ads keywords, with comma or line breaks and automatic cleanup.
Clearer Rental Invoice Line Items
Rental invoices now show true per-unit pricing and actual quantities booked, making line items easier to verify and understand.
Embed Any Chat Widget Inline on Your Pages
Chat widgets can now be embedded inline across supported types, giving teams more control over where conversations appear on pages.
Opportunity Score for Google and LinkedIn Ads
Opportunity Score now helps review Google, LinkedIn, and Meta campaigns before publishing with platform-aware setup recommendations.
Speech-to-Speech Voice AI in the Chat Widget
The Chat Widget can now use Speech-to-Speech Voice AI agents from the same agent selector, with no embed code changes for existing widgets.
New Marketing Templates for Websites, Funnels, and Ads
SMBcrm added marketing templates for websites, funnels, email, social posts, and Facebook, Google, and LinkedIn ads across several industries.
SMBcrm Supports WhatsApp Username Contact Capture
SMBcrm now captures first-time WhatsApp username messages as contacts, while phone-number messaging, imports, and existing automations stay unchanged.
TikTok Lead Ads Moves to Marketplace Architecture
SMBcrm is moving TikTok Lead Ads connections to a Marketplace-based foundation to improve authentication and preserve existing workflows.