Community Workflow Triggers for Group Activity
SMBcrm adds four community workflow triggers so teams can automate follow-up, moderation, alerts, and event engagement from group activity.
Product Updates
New features, improvements, and fixes for your CRM.
Updates: page 8
Showing 211–230 of 230 updates
Control Google Sign-In on Client Portal Pages
Admins can now show or hide Google Sign-In on Client Portal login and sign-up pages to better match privacy and compliance needs.
Course Tags Improve Course Library Discovery
Course Tags let creators organize their course library and help learners filter courses by language, difficulty, and topic.
New Marketing Templates for Websites, Ads, and Workflows
SMBcrm adds new templates for websites, social content, paid ads, and workflows to help teams create marketing assets faster.
Managed Agents: Prompt-Based AI for CRM Work
Managed Agents, formerly Super Agents, run CRM work from a prompt, an event, or a schedule with permissions and knowledge you control.
Custom Values in Ad Manager Ad Copy
Ad Manager now supports Custom Values in eligible Meta, Google, and LinkedIn ad copy fields, with mapping, previews, and validation.
Dashboards and Reports Get a More Consistent UI
Dashboards and Custom Reports now share a more consistent visual design, with no changes to your data, workflows, or functionality.
Opportunity Score for Meta Campaigns in Ad Manager
SMBcrm Ad Manager now shows an Opportunity Score for Meta campaigns before publishing, with setup recommendations users can review and fix.
SMS Notifications Now Available for Rentals
Rental bookings can now send SMS confirmations, reminders, cancellations, reschedules, follow-ups, and updates to contacts or the business.
WhatsApp Notifications for Rental Calendars
Rental notifications can now be sent through WhatsApp, with recipient options, per-recipient templates, and test messages before activation.
June 2026 Updates
June 2026 brought 74 updates to SMBcrm with focus on automation, CRM & Sales, mobile app, and communication.
May 2026 Updates
May 2026 brought 73 updates to SMBcrm with focus on automation, AI, and communication.
April 2026 Updates
April 2026 brought 97 updates to SMBcrm with focus on automation, AI, and communication.
March 2026 Updates
March 2026 brought 101 updates to SMBcrm with focus on automation, CRM & Sales, calendars, and communication.
February 2026 Updates
February 2026 brought 59 updates to SMBcrm with focus on automation, communication, and AI.
January 2026 Updates
January 2026 brought 51 updates to SMBcrm with focus on automation, AI, and communication.
2025 Year in Review
2025 brought 876 product updates to SMBcrm including Ecommerce, Email & SMS, Websites, Workflows, and AI improvements.
Welcome to SMBcrm Product Updates
Stay up to date with new features, improvements, bug fixes, and integrations coming to SMBcrm.
2024 Year in Review
2024 brought 735 product updates to SMBcrm including AI, Workflows, Ecommerce, CRM, and Forms improvements.
2023 Year in Review
2023 brought 321 product updates to SMBcrm including AI, Workflows, Forms, Funnels, CRM, and UI improvements.