Email AI Suggests Countdown Timers for Campaigns
Email AI can now suggest and add live countdown timers when template content is tied to a deadline, offer, webinar, or launch.
Product Updates
New features, improvements, and fixes for your CRM.
Updates: page 7
Showing 181–210 of 230 updates
Prompt Optimizer Now Supports Conversations AI
Prompt Optimizer can now test Conversations AI agents with realistic chats, score results, and suggest safer prompt improvements before launch.
Threads Comment Management in Social Planner
Threads comments can now be viewed, managed, and answered in Social Planner alongside other supported social channels from one inbox.
PIT Token Limit Increased to 20 per Account
SMBcrm now supports up to 20 PIT tokens per account, giving teams more flexibility for integrations, workflows, and API access management.
More Website and Marketing Templates Added to SMBcrm
SMBcrm added website, social, ad, and workflow templates across several industries to help teams build campaigns more efficiently.
Associate CRM Records Automatically in Workflows
Use the Associate Records workflow action to connect matching CRM records automatically across supported objects and reduce manual work.
Auto-Generated Schema for Published Pages
SMBcrm can now auto-generate schema markup when Website, Funnel, and Webinar pages are published without existing structured data.
Custom Expiration Settings for Certificates
Certificate creators can now set credentials to never expire, end on a fixed date, or expire after a relative duration, with reminders.
Layers Panel Added to Certificate and Badge Builder
SMBcrm now includes a Layers panel for certificates and badges, helping creators reorder elements, lock edits, and flag invalid placeholders.
Save Progress for Forms, Surveys, and Quizzes
Respondents can leave multi-step forms, surveys, or quizzes and resume later when Save exit confirmation is enabled in settings.
Separate Email Templates for Welcome Badges
SMBcrm is rolling out separate welcome badge emails, letting Client Portal enrollment messages be customized independently from badge emails.
Client Portal File Upload Notifications
SMBcrm can now notify account staff in app when a contact uploads files through Client Portal Shared Documents, helping teams review submissions faster.
Generate Submission PDFs for Forms, Surveys, and Quizzes
SMBcrm can now generate and store PDF documents for new form, survey, and quiz submissions when the setting is enabled. It helps teams keep customer workflows.
Improved Product Sales in Forms and Surveys
Forms and Surveys now have a unified payment panel with support for product price levels and variants for clearer checkout setup.
Inline Schema Markup Validation in JSON View
Schema Markup JSON view now shows validation errors inline, helping Website and Funnel Builder users find and fix JSON-LD issues faster.
Rebuilt Course Progress Analytics for Courses
Course Progress Analytics now loads faster and adds filtered dashboards, learner funnels, member progress details, and CSV exports.
Refreshed Store Builder Placeholder Images
Store Builder now offers cleaner illustration-based placeholders for ecommerce pages and product elements when no item is connected.
Expanded Permissions for Scheduling Modules
SMBcrm now offers more granular role permissions across Meetings, Services, and Rentals, helping admins control team access by module.
More Marketing Templates Added to SMBcrm
SMBcrm added customizable templates for websites, social content, paid ads, LinkedIn campaigns, and lead follow-up workflows.
Conversation AI Channel Management
Conversation AI bots can now be assigned by channel, account, and contact tags, giving teams more control over automated replies.
Jira Workflow Triggers and Actions in SMBcrm
SMBcrm now supports Jira in workflows, so automations can react to issue changes and create, update, link, comment, and manage issues.
Targeted Edits in AI Builder
AI Builder can now apply scoped workflow edits across selected actions or triggers, helping teams update copy, stages, and sender details faster.
Todoist Triggers and Actions for Workflows
SMBcrm workflows can connect with Todoist to trigger automations from task activity and create or manage tasks, projects, comments, and collaborators.
Edit Paid and Unpaid Service Bookings
Service bookings can now be edited after payment, with automatic updates for services, staff, coupons, orders, and payment status.
Forms, Surveys, and Quizzes Submission Page Updated
SMBcrm updated the submission page architecture for forms, surveys, and quizzes while keeping the existing submission experience unchanged.
Buffer Time Now Appears in Day and Week Calendars
Buffer times can now be shown in Day and Week calendar views, helping teams see transition time around appointments more clearly.
Goal Action Now Supports User Replies
Goal actions can now use User Replied as the goal event, helping workflows stop or redirect automation when a team member responds.
Services Payments Add Deposit or Full Payment Choice
Service checkout can now let customers choose a deposit or full payment, with deposit calculations updated for discounts, add-ons, and taxes.
User Replied Workflow Trigger
Start workflows when a team member replies to a contact, so SMBcrm can automate internal notifications, tags, assignments, and follow-up steps.
Wait Steps Can Pause Until a Team Member Replies
Workflow wait steps can now pause until a team member replies, helping teams track response times and route escalations after a timeout.