New features, improvements, and fixes shipped to the SMBcrm platform.https://smbcrm.com/en-ushttps://smbcrm.com/product-updates/upload-and-download-folders-in-media-center/https://smbcrm.com/product-updates/upload-and-download-folders-in-media-center/Media Center now supports folder uploads, drag-and-drop folder uploads, and folder downloads as zip files while preserving folder structure.Mon, 18 May 2026 00:00:00 GMTimprovementhttps://smbcrm.com/product-updates/new-marketing-templates-added-to-smbcrm/https://smbcrm.com/product-updates/new-marketing-templates-added-to-smbcrm/SMBcrm added templates for websites, emails, forms, surveys, social posts, and ads to help teams create marketing assets faster. This update explains whatSat, 16 May 2026 00:00:00 GMTfeaturewebsitehttps://smbcrm.com/product-updates/contact-tag-updates-now-require-confirmation/https://smbcrm.com/product-updates/contact-tag-updates-now-require-confirmation/SMBcrm now asks users to apply or cancel contact tag edits, helping prevent accidental tag changes and unintended workflow triggers. This update explains whatFri, 15 May 2026 00:00:00 GMTfeaturecrmhttps://smbcrm.com/product-updates/hubspot-actions-and-trigger-added-to-workflows/https://smbcrm.com/product-updates/hubspot-actions-and-trigger-added-to-workflows/SMBcrm workflows can connect with HubSpot to trigger on new contacts and run contact-focused actions such as create, search, find, and associate.Fri, 15 May 2026 00:00:00 GMTfeatureautomationhttps://smbcrm.com/product-updates/askai-helps-you-build-and-manage-courses/https://smbcrm.com/product-updates/askai-helps-you-build-and-manage-courses/AskAI can now help create, edit, organize, and manage courses through chat, including outlines, lessons, quizzes, offers, and settings.Thu, 14 May 2026 00:00:00 GMTfeaturemembershipshttps://smbcrm.com/product-updates/blog-editor-adds-captions-keywords-and-image-actions/https://smbcrm.com/product-updates/blog-editor-adds-captions-keywords-and-image-actions/The blog editor now supports image captions, bulk keyword entry, and image action controls for cleaner posts and faster setup. This update explains whatThu, 14 May 2026 00:00:00 GMTfeaturehttps://smbcrm.com/product-updates/pinterest-multi-board-publishing-in-social-planner/https://smbcrm.com/product-updates/pinterest-multi-board-publishing-in-social-planner/Social Planner now lets you publish one Pinterest pin to up to 25 boards per Pinterest account, with separate publishing and analytics per board.Thu, 14 May 2026 00:00:00 GMTfeaturesocial-mediahttps://smbcrm.com/product-updates/default-values-for-email-personalization/https://smbcrm.com/product-updates/default-values-for-email-personalization/SMBcrm emails can now use fallback values for custom values, helping message content stay readable when contact data is missing. This update explains whatWed, 13 May 2026 00:00:00 GMTfeaturecommunicationhttps://smbcrm.com/product-updates/facebook-background-text-posts-in-social-planner/https://smbcrm.com/product-updates/facebook-background-text-posts-in-social-planner/Create, preview, publish, and schedule colorful text-only Facebook background posts directly from Social Planner. This update explains what changed, where itWed, 13 May 2026 00:00:00 GMTfeaturesocial-mediahttps://smbcrm.com/product-updates/find-unread-messages-faster-in-conversations/https://smbcrm.com/product-updates/find-unread-messages-faster-in-conversations/Unread conversations now open at the first unread message, with a “New” divider showing where unread messages begin. This update explains what changed, where itWed, 13 May 2026 00:00:00 GMTimprovementcommunicationhttps://smbcrm.com/product-updates/reputation-integrations-now-support-multiple-pages/https://smbcrm.com/product-updates/reputation-integrations-now-support-multiple-pages/SMBcrm reputation integrations now support multiple pages per platform, with page-level visibility across 52 supported review platforms.Wed, 13 May 2026 00:00:00 GMTimprovementreputationintegrationshttps://smbcrm.com/product-updates/bulk-delete-for-custom-objects-companies-and-tasks/https://smbcrm.com/product-updates/bulk-delete-for-custom-objects-companies-and-tasks/SMBcrm now supports bulk deletion across Custom Objects, Companies, and Tasks, with restore available from Bulk Actions within 60 days.Mon, 11 May 2026 00:00:00 GMTfeaturehttps://smbcrm.com/product-updates/dashboard-widgets-for-services-and-rentals/https://smbcrm.com/product-updates/dashboard-widgets-for-services-and-rentals/SMBcrm adds 22 dashboard widgets for service appointments and rentals, improving reporting for revenue, coupons, staff, inventory, and booking status.Mon, 11 May 2026 00:00:00 GMTfeatureanalyticshttps://smbcrm.com/product-updates/qr-codes-are-now-supported-for-certificates/https://smbcrm.com/product-updates/qr-codes-are-now-supported-for-certificates/Certificate Builder now supports verification and custom-link QR codes, with simple color styling and live preview while editing. This update explains whatMon, 11 May 2026 00:00:00 GMTfeaturemembershipshttps://smbcrm.com/product-updates/resize-and-expand-workflow-builder-sidebars/https://smbcrm.com/product-updates/resize-and-expand-workflow-builder-sidebars/SMBcrm now lets you resize workflow sidebars and expand actions or triggers to full screen, giving you more room to configure detailed automations.Mon, 11 May 2026 00:00:00 GMTfeatureautomationhttps://smbcrm.com/product-updates/more-templates-for-websites-emails-forms-and-ads/https://smbcrm.com/product-updates/more-templates-for-websites-emails-forms-and-ads/SMBcrm added more customizable templates across websites, emails, forms, surveys, social posts, and ad campaigns. This update explains what changed, where itSun, 10 May 2026 00:00:00 GMTfeaturelead-capturewebsitehttps://smbcrm.com/product-updates/ai-builder-supports-full-ifelse-workflow-edits/https://smbcrm.com/product-updates/ai-builder-supports-full-ifelse-workflow-edits/SMBcrm AI Builder now supports fuller If/Else edits in workflows, including branches, segments, conditions, operators, and values. This update explains whatFri, 08 May 2026 00:00:00 GMTimprovementaiautomationhttps://smbcrm.com/product-updates/array-formatter-is-free-with-a-clearer-workflow-ui/https://smbcrm.com/product-updates/array-formatter-is-free-with-a-clearer-workflow-ui/Array Formatter now runs as a $0 standard workflow execution, with clearer action descriptions, return types, icons, and output previews.Fri, 08 May 2026 00:00:00 GMTimprovementautomationhttps://smbcrm.com/product-updates/calcom-workflow-triggers-and-actions/https://smbcrm.com/product-updates/calcom-workflow-triggers-and-actions/SMBcrm workflows can now react to Cal.com booking events and create, cancel, reschedule, or find bookings using premium actions. This update explains whatFri, 08 May 2026 00:00:00 GMTfeatureautomationhttps://smbcrm.com/product-updates/chat-widget-registration-adds-smarter-checks/https://smbcrm.com/product-updates/chat-widget-registration-adds-smarter-checks/SMBcrm now checks whether the chat widget is installed before campaign submission, helping users fix missing-widget issues before resubmitting.Fri, 08 May 2026 00:00:00 GMTfeaturecommunicationhttps://smbcrm.com/product-updates/linear-workflow-actions-and-triggers-in-smbcrm/https://smbcrm.com/product-updates/linear-workflow-actions-and-triggers-in-smbcrm/SMBcrm workflows can react to Linear events and create or update Linear records, helping teams connect customer feedback with product work.Fri, 08 May 2026 00:00:00 GMTfeatureautomationhttps://smbcrm.com/product-updates/restore-deleted-blog-posts-in-smbcrm/https://smbcrm.com/product-updates/restore-deleted-blog-posts-in-smbcrm/Deleted blog posts are now recoverable for 30 days, with options to restore, bulk restore, or permanently delete them from the Deleted filter.Fri, 08 May 2026 00:00:00 GMTfeaturehttps://smbcrm.com/product-updates/smarter-ai-assistant-responses-in-workflows/https://smbcrm.com/product-updates/smarter-ai-assistant-responses-in-workflows/The AI Assistant in workflows now provides more accurate, relevant answers across a wider range of automation questions. This update explains what changedFri, 08 May 2026 00:00:00 GMTimprovementaiautomationhttps://smbcrm.com/product-updates/undo-and-redo-for-ai-workflow-builder/https://smbcrm.com/product-updates/undo-and-redo-for-ai-workflow-builder/AI Workflow Builder now supports undo and redo, helping users recover previous AI-generated workflow versions during the same session. This update explains whatFri, 08 May 2026 00:00:00 GMTfeatureaiautomationhttps://smbcrm.com/product-updates/bluesky-comment-management-added-to-social-planner/https://smbcrm.com/product-updates/bluesky-comment-management-added-to-social-planner/SMBcrm Social Planner now supports Bluesky comment management, so users can view and reply to Bluesky comments alongside other social channels. Replies supportThu, 07 May 2026 00:00:00 GMTfeaturesocial-mediahttps://smbcrm.com/product-updates/schema-markup-adds-7-more-supported-types/https://smbcrm.com/product-updates/schema-markup-adds-7-more-supported-types/SMBcrm now supports 7 additional schema types in the manual schema markup flow for website and funnel pages. Users can select the added types from the existingThu, 07 May 2026 00:00:00 GMTfeaturehttps://smbcrm.com/product-updates/visual-edits-in-ai-studio/https://smbcrm.com/product-updates/visual-edits-in-ai-studio/Visual Edits is a new in-canvas editing mode for AI Studio that lets users adjust site elements directly in the live preview. Direct changes apply instantlyThu, 07 May 2026 00:00:00 GMTfeatureaihttps://smbcrm.com/product-updates/blocked-slots-for-rental-listings/https://smbcrm.com/product-updates/blocked-slots-for-rental-listings/Block rental listing availability for maintenance, internal use, and offline commitments without creating a customer booking.Wed, 06 May 2026 00:00:00 GMTimprovementreputationcalendarshttps://smbcrm.com/product-updates/dynamic-me-filter-and-contact-notes-in-opportunities/https://smbcrm.com/product-updates/dynamic-me-filter-and-contact-notes-in-opportunities/Opportunities now supports a dynamic me filter for Owner and Follower fields, plus primary contact notes in List view for faster context.Wed, 06 May 2026 00:00:00 GMTfeaturecrmhttps://smbcrm.com/product-updates/quiz-results-page-styling-and-builder-improvements/https://smbcrm.com/product-updates/quiz-results-page-styling-and-builder-improvements/SMBcrm has improved the Quiz Results Page builder with more styling controls, clearer category guidance, and easier navigation while editing quiz results pages.Wed, 06 May 2026 00:00:00 GMTimprovementhttps://smbcrm.com/product-updates/ai-studio-deleted-projects-are-now-marked-inactive/https://smbcrm.com/product-updates/ai-studio-deleted-projects-are-now-marked-inactive/Deleted AI Studio projects are now automatically marked inactive. Associated preview URLs, domains, and published URLs will also become inactive after deletion.Tue, 05 May 2026 00:00:00 GMTfeatureaihttps://smbcrm.com/product-updates/custom-metrics-now-support-filters-meta-ads-and-google-analytics/https://smbcrm.com/product-updates/custom-metrics-now-support-filters-meta-ads-and-google-analytics/Custom metrics in SMBcrm now support filters on individual metric tokens, plus Meta Ads and Google Analytics as data sources for more segmented dashboard KPIs.Tue, 05 May 2026 00:00:00 GMTimprovementanalyticshttps://smbcrm.com/product-updates/google-lead-form-attribution-now-uses-paid-search/https://smbcrm.com/product-updates/google-lead-form-attribution-now-uses-paid-search/Google Lead Form submissions now record the correct session source as Paid Search, with campaign, ad group, ad, and form details captured in contact activity.Tue, 05 May 2026 00:00:00 GMTfeaturelead-captureanalyticshttps://smbcrm.com/product-updates/embedded-voice-ai-widgets-add-inline-placement-controls/https://smbcrm.com/product-updates/embedded-voice-ai-widgets-add-inline-placement-controls/Voice AI widget settings now support sticky or embedded placement, avatar or visualizer modes, sizing controls, and real-time preview updates.Mon, 04 May 2026 00:00:00 GMTfeatureaihttps://smbcrm.com/product-updates/new-marketing-templates-for-websites-emails-forms-and-ads/https://smbcrm.com/product-updates/new-marketing-templates-for-websites-emails-forms-and-ads/SMBcrm added templates for websites, emails, forms, and ad campaigns, giving teams more starting points for faster marketing builds.Sat, 02 May 2026 00:00:00 GMTfeaturelead-capturewebsitehttps://smbcrm.com/product-updates/ai-agent-adds-call-transcript-context-and-feedback-logs/https://smbcrm.com/product-updates/ai-agent-adds-call-transcript-context-and-feedback-logs/AI Agent can now use call transcripts for fuller contact context and collect structured feedback from execution logs, with added stability fixes.Fri, 01 May 2026 00:00:00 GMTimprovementaiautomationhttps://smbcrm.com/product-updates/ai-builder-for-workflows-gets-a-major-upgrade/https://smbcrm.com/product-updates/ai-builder-for-workflows-gets-a-major-upgrade/SMBcrm rebuilt workflow AI Builder with streaming progress, session memory, multi-edit prompts, smarter canvas behavior, and improved Chat and Learn modes.Fri, 01 May 2026 00:00:00 GMTimprovementaiautomationhttps://smbcrm.com/product-updates/badges-get-a-dedicated-tab-in-the-client-portal/https://smbcrm.com/product-updates/badges-get-a-dedicated-tab-in-the-client-portal/Badges now have a dedicated Client Portal tab where users can view issued badges, download them, and share them more easily.Fri, 01 May 2026 00:00:00 GMTfeaturemembershipshttps://smbcrm.com/product-updates/conversation-ai-adds-separate-bot-sleep-controls/https://smbcrm.com/product-updates/conversation-ai-adds-separate-bot-sleep-controls/Conversation AI now separates bot sleep controls for manual and workflow messages, while existing setups keep their current behavior.Fri, 01 May 2026 00:00:00 GMTfeatureaicommunicationhttps://smbcrm.com/product-updates/dashboards-replace-insights-in-the-smbcrm-mobile-app/https://smbcrm.com/product-updates/dashboards-replace-insights-in-the-smbcrm-mobile-app/Dashboards now replace Insights in the SMBcrm mobile app, bringing web dashboard data, filters, expanded widgets, and AI insights to mobile.Fri, 01 May 2026 00:00:00 GMTfeaturemobilehttps://smbcrm.com/product-updates/social-planner-csv-uploads-now-support-video-thumbnails/https://smbcrm.com/product-updates/social-planner-csv-uploads-now-support-video-thumbnails/Social Planner CSV and XLSX uploads now support custom video thumbnails so the first video in each bulk-uploaded post uses the selected image.Fri, 01 May 2026 00:00:00 GMTfeaturesocial-mediahttps://smbcrm.com/product-updates/add-notes-to-custom-object-records-with-workflows/https://smbcrm.com/product-updates/add-notes-to-custom-object-records-with-workflows/SMBcrm workflows now support the Add Note action for custom objects. Teams can automatically save notes directly to custom object records when a workflow runs.Thu, 30 Apr 2026 00:00:00 GMTfeatureautomationhttps://smbcrm.com/product-updates/add-notes-workflow-action-supports-titles-and-colors/https://smbcrm.com/product-updates/add-notes-workflow-action-supports-titles-and-colors/The Add to Notes workflow action now supports optional note titles and note colors for contact notes, while existing workflows continue to work as before.Thu, 30 Apr 2026 00:00:00 GMTimprovementautomationhttps://smbcrm.com/product-updates/certificate-and-badge-editing-improvements/https://smbcrm.com/product-updates/certificate-and-badge-editing-improvements/SMBcrm improved certificate and badge editing with hover highlighting, predictable resizing, text shortcuts, and cleaner paste handling.Thu, 30 Apr 2026 00:00:00 GMTfeaturemembershipshttps://smbcrm.com/product-updates/clearer-email-failure-messages-in-conversations/https://smbcrm.com/product-updates/clearer-email-failure-messages-in-conversations/SMBcrm now shows clearer error messages when emails fail in Conversations, helping users troubleshoot without losing their place.Thu, 30 Apr 2026 00:00:00 GMTfeaturecommunicationhttps://smbcrm.com/product-updates/conversation-message-details-now-show-app-source/https://smbcrm.com/product-updates/conversation-message-details-now-show-app-source/Conversation message details now show which marketplace app or custom provider sent a message, including app name and ID for troubleshooting.Thu, 30 Apr 2026 00:00:00 GMTimprovementcommunicationhttps://smbcrm.com/product-updates/meeting-rooms-add-seamless-rejoin-and-smarter-host-controls/https://smbcrm.com/product-updates/meeting-rooms-add-seamless-rejoin-and-smarter-host-controls/Meeting Rooms now help hosts rejoin after refreshes, connection drops, or permission issues, with controls that keep meetings moving.Thu, 30 Apr 2026 00:00:00 GMTimprovementmembershipshttps://smbcrm.com/product-updates/custom-product-detail-pages-now-inherit-default-design/https://smbcrm.com/product-updates/custom-product-detail-pages-now-inherit-default-design/Custom Product Detail Pages now inherit the default product detail design, giving store builders a complete layout to edit for selected products.Wed, 29 Apr 2026 00:00:00 GMTfeaturehttps://smbcrm.com/product-updates/mistral-ai-workflow-actions/https://smbcrm.com/product-updates/mistral-ai-workflow-actions/SMBcrm workflows now support Mistral AI actions for chat completion, embeddings, and image analysis inside automated processes.Tue, 28 Apr 2026 00:00:00 GMTfeatureaiautomationhttps://smbcrm.com/product-updates/email-verification-in-workflows/https://smbcrm.com/product-updates/email-verification-in-workflows/Verify contact email addresses inside workflows before sending. Reduce bounces, improve deliverability, and protect sender reputation.Mon, 27 Apr 2026 00:00:00 GMTfeatureautomationcommunication