Choose Audio Devices in the Web Dialer
Web dialer audio settings let users pick a speaker, optional extra ring device, and microphone, with test buttons and a live volume meter.
Product Updates
New features, improvements, and fixes for your CRM.
Updates: page 6
Showing 151–180 of 230 updates
Google Business Profile Post Sync for Social Planner
Google Business Profile Post Sync can import existing posts into Social Planner so teams can manage content history and calendars in one place.
Localized Ringback Tones for Phone Calls
Callers now hear a ringback tone that matches the phone number's country across call forwarding, IVR routing, outbound calls, and Voice AI transfers.
Slack Integration Moves to Marketplace Architecture
Slack connections now use Marketplace authentication for stronger account security, with existing workflows continuing unchanged during migration.
Unpublish Individual Website and Funnel Pages
SMBcrm now lets you unpublish individual website or funnel pages, set redirects, and keep the rest of your site live without domain changes.
AI Template Generator for WhatsApp Messages
SMBcrm can draft WhatsApp message templates from a plain description, with categories, validation hints, and editable variables before Meta submission.
Customizable QR Code Profile and Business Cards
QR Code Profile and Business Cards now offer refreshed designs, Save Contact, custom links, exchange forms, and more styling controls.
WhatsApp Statistics Added to Workflows
SMBcrm now shows WhatsApp delivery, read, failed, and message-level details inside Workflows, with date ranges and export options.
WhatsApp Template Management Gets a Cleaner UX
WhatsApp template management now has faster refresh, folder navigation, filters, sorting, and easier ways to organize larger libraries.
WhatsApp Template Selection and RTL Authoring Updates
WhatsApp template pickers now show approved templates only, load faster, support RTL authoring, and improve phone number list handling.
Abandoned Checkout Exports, Filters, and Notifications
The Abandoned Checkouts page now supports CSV exports, search and filters, notification access, and shareable recovery links.
Ask AI Can Help Build and Manage Ad Campaigns
Ask AI now helps users create, manage, and analyze Meta and Google Ads in Ad Manager with draft-first setup and approval safeguards.
DND Exemptions for Critical Email Notifications
SMBcrm now allows invoice, calendar, and system notification emails to send even when a contact is marked Do Not Disturb.
Multi-Role Signing for Documents in Workflows
Document templates can now use up to six signer roles in workflows, with role details auto-populated and overridable before sending.
AI Builder Adds Restorable Version History
Workflow AI Builder now creates restorable artifact cards for each AI build or edit, helping users compare and roll back workflow changes.
New Templates for Websites, Campaigns, Ads, and Workflows
SMBcrm added templates for websites, stores, email, social content, ads, and workflows to give teams more starting points for marketing work.
Ask AI Attachments Arrive in the SMBcrm Mobile App
Ask AI in the SMBcrm Mobile app can now read attached images and documents, helping users ask questions about files from their phone.
Button Hover Animations for Websites and Funnels
Add hover effects to buttons in the page builder, preview them on the canvas, and fine-tune timing, easing, and effect-specific settings.
Button Hover Animations in the Page Builder
Buttons in the Page Builder now support customizable hover effects with live previews, sidebar controls, and safer behavior on touch devices.
Entrance Animations for Page Layout Blocks
You can now apply entrance animations to sections, rows, and columns, with automatic sequencing and mobile controls in the page builder.
Redeem Gift Cards in Offline Payment Flows
Businesses can apply customer Gift Card balances when recording payments, charging cards, or creating eligible subscriptions in SMBcrm.
Client Portal — File Share Notifications
Clients can receive in-app and push notifications when files are shared through the Client Portal, with channels controlled by their preferences.
Communities Gets a Faster Client Portal Experience
Communities now runs inside the SMBcrm client portal with smoother navigation across courses, discussions, billing, and settings.
Set Default Senders for Review Requests
SMBcrm now lets accounts choose default SMS, WhatsApp, and email senders for review requests used in manual sends, campaigns, and workflows.
Smarter Drip Campaigns with Review Date Range Targeting
Reviews AI drip campaigns can target a specific review date range and show the eligible review count before a campaign starts.
Unified Client Portal for Courses and Communities
SMBcrm now brings the Client Portal, Courses, Communities, billing, shared files, affiliates, and account settings into one experience.
Email Actions for Company and Custom Object Workflows
SMBcrm workflows can now send automated emails from company and custom object workflows, with recipient selection by association labels.
Manage llms.txt Files for Funnels and Websites
SMBcrm now supports per-domain llms.txt editing for Funnels and Websites, helping site owners publish AI-readable site guidance.
Post Sync Beta for LinkedIn and TikTok
Post Sync beta brings published LinkedIn Page posts and TikTok videos into Social Planner, with engagement metrics refreshed every 24 hours.
AI Studio Form Submissions Can Trigger Workflows
AI Studio form submissions can now start workflows, helping teams automate follow-up actions while existing external tracking continues to work.