June 2026 Updates

Overview

June 2026 brought 74 updates to SMBcrm, with focus on Automation, CRM & Sales, Mobile App, and Communication.

Highlights include Rentals Booking Is Now Available in SMBcrm, WhatsApp Calling Is Available on Web and Mobile, and Email Sequences Available in Beta Labs.

Quiz Results Page Defaults Are Easier to Set

Released June 1, 2026

SMBcrm has expanded smart default value behavior on the Quiz Results Page. Previously limited to the call-to-action section, this behavior now also applies to:

• Individual Category section
• Category Score section
• Overall Score section

What Changed

• When you configure the first tier in a category, such as Low, relevant values automatically populate as defaults for the remaining tiers in that category.
• The preview now reflects changes in real time across all tiers, instead of being fixed to one tier.
• You can still customize individual tiers where different values are needed.

Why It Matters

This reduces repeated entry when setting up quiz result pages and helps make configuration faster and easier to review.

Existing conditional display behavior for CTAs remains unchanged. If required CTA fields such as Name or Link are left blank, the CTA button remains hidden while configured content still displays.

Score configuration mapping has also been improved. Overall Score and Category Score configurations now use Category ID and Tier ID instead of the tier label, which helps prevent tiers with the same name from overlapping.

How It Works

1. Configure the first tier within a section, such as Low.
2. Relevant values automatically populate across the remaining tiers in that category.
3. Customize individual tiers only where needed.
4. Save the quiz to apply changes.

Notes

• These enhancements apply automatically to all new quizzes.
• Existing quizzes must be re-saved for the updated behavior to take effect.

LinkedIn Poll Posts in Social Planner

Released June 2, 2026

LinkedIn Polls are now available in Social Planner, so you can create, schedule, and publish poll posts without switching tools.

This update helps teams collect audience feedback, increase interaction on LinkedIn posts, and manage poll content alongside their other social content.

What changed

You can now create LinkedIn Polls directly from the Social Planner composer.

Supported poll setup includes:

• A poll question up to 140 characters
• 2 to 4 answer options, up to 30 characters each
• Poll duration options of 1 day, 3 days, 7 days, or 14 days
• A poll preview before publishing

LinkedIn Polls work with existing Social Planner publishing flows, including:

• Instant publishing
• Scheduled posts
• Recurring posts
• Category queue
• CSV bulk uploads
• Drafts

How to use LinkedIn Polls

1. Go to Marketing, then Social Planner.
2. Create a post and select a LinkedIn account.
3. Click Add Poll.
4. Enter the poll question and answer options.
5. Select the poll duration.
6. Publish, schedule, save as draft, or add the post to a queue.

Important notes

• LinkedIn Polls cannot be combined with images, videos, PDFs, or other media.
• When publishing to multiple platforms, media can still be added to non-LinkedIn versions of the post.
• If media is attached to the LinkedIn version of the post, the poll will not be published.
• Polls support 2 to 4 answer options only.

Mobile Rich Text Formatting Is More Consistent

Released June 2, 2026

SMBcrm Mobile app v4.14 improves rich text editing across web and mobile, helping formatted notes, emails, and tasks keep their layout when edited on either device.

What changed

Rich text content created on the web is now better preserved when opened, edited, and saved in the SMBcrm Mobile app. The same applies when content moves from mobile back to web.

This update improves handling for:

• Line spacing
• Block quotes
• Blank lines
• Mixed formatting
• Email snippets

Why it matters

This helps reduce the need to reformat content after switching devices. Emails can keep cleaner spacing, notes are less likely to lose structure, and users can make mobile edits with more confidence.

Where rich text applies

Rich text is available in Contact Notes, Conversations emails, Tasks, Appointment Notes, Invoice Terms, and other fields powered by the shared rich text editor.

How to use it

1. Update to v4.14 or later on iOS or Android through the SMBcrm Mobile app.
2. Open an existing note, email, or task that was formatted on the web.
3. Edit and save on mobile. Formatting should remain intact when reopened on another device.

Availability

• Release date: May 2026
• Available version: v4.14
• Status: Public
• Platforms: iOS and Android

Good to know

• Some complex layouts, such as tables or deeply nested lists, may still simplify slightly on mobile compared with web.
• Unusual web fonts may render with a fallback font on mobile, while content and structure are preserved.
• Task rich text descriptions shipped in v4.13, with formatting parity improved in v4.14.

Audit Logs Add Preference Management Activity

Released June 3, 2026

SMBcrm Audit Logs now provide more visibility into preference and subscription management activity. This helps teams review changes to contact preferences and subscription types with clearer details for reporting and accountability.

What Changed

Audit Logs now track contact preference updates made by logged-in users, including:

• Which contact’s preferences were updated
• Who made the change
• When the change was made
• The previous and updated preference values

Audit Logs also track subscription type updates made in the Preference Management Hub, including:

• Which subscription type was modified
• Who made the change
• When the update occurred
• Which settings or details changed

For teams managing contacts in SMBcrm CRM & Sales, this makes it easier to understand preference-related activity without manually piecing together changes.

Why It Matters

These Audit Log improvements can help teams:

• Export audit records for compliance and reporting
• Improve transparency and accountability across the team
• Identify what changed, who made the change, and when it happened

How to Access It

Go to Settings → Audit Logs to review detailed records for preference and subscription management changes. Each record includes information such as the user, affected record, timestamp, and change details.

Planned Improvement

A dedicated History tab for Contact Preferences is planned. It will provide a timeline of preference changes, sources, legal basis, and update details.

Conversations AI Improves Audio Understanding

Released June 3, 2026

SMBcrm has improved the audio transcription capabilities that power Conversations AI across customer conversations.

These updates help the AI better understand customer intent from voice interactions, so responses can be more accurate and natural.

What Changed

Conversations AI now provides:

• Higher transcription accuracy for voice messages and audio notes
• Expanded support for additional languages
• Improved reliability and stability during audio processing

Better Voice Understanding

Conversations AI now uses an enhanced speech recognition engine for audio messages. This improves recognition of natural speech patterns, conversational language, accents, and pronunciation variations.

The update also improves performance when processing noisy or lower-quality audio recordings, helping support more consistent customer communication workflows.

Expanded Language Support

Audio transcription now supports additional languages, including:

• Arabic
• Belarusian
• Bengali
• Bosnian
• Croatian
• Gujarati
• Hebrew
• Kannada
• Macedonian
• Marathi
• Persian, also known as Farsi
• Serbian
• Slovenian
• Tagalog
• Tamil
• Telugu
• Urdu

Existing support continues for major languages such as English, Spanish, French, German, Portuguese, Hindi, Japanese, Korean, Chinese, Italian, Dutch, Turkish, Vietnamese, Thai, and many others.

More Reliable Audio Processing

Audio processing also includes improvements for transcription edge cases, recovery from processing failures, reduced transcription interruptions, and more consistent voice-to-text performance across supported channels.

Availability

These enhancements are automatically available for users who have enabled Respond to Audio in their Bot Settings. No additional setup or configuration is required.

Preview More File Types in the Media Library

Released June 3, 2026

The Media Library now supports in-browser previews for more file types, helping you inspect files without downloading them first.

Supported previews

You can preview these file types directly from the existing preview modal:

• PDF files: Browse pages, zoom in and out, jump to specific pages, and select text.
• Word documents (.docx): View document formatting, including pagination, headers, and footers.
• Excel and CSV files: Open spreadsheets with worksheet tabs and familiar column headers.
• Audio files: Play supported audio formats in the browser, including MP3, WAV, OGG, and M4A.
• 3D models: Interactively view supported 3D files with controls for rotation, wireframe mode, and camera reset.
• Text and code files: Preview JSON, CSS, plain text, and other supported text-based files with syntax highlighting.

How it works

1. Select a file in the Media Library, or choose Preview from the right-click menu.
2. SMBcrm opens the correct viewer automatically based on the file type.

Preview limits

Preview size limits apply:

• PDF: up to 50 MB
• Word: up to 15 MB
• Excel and CSV: up to 15 MB
• 3D models: up to 50 MB
• Text files: up to 5 MB
• Audio files: up to 100 MB

Files that exceed these limits display a Too Large to Preview message with an option to download the file instead.

Spreadsheet previews are limited to 1,000 rows by 100 columns per worksheet to maintain performance. If a file exceeds those limits, a notice appears and the full file can still be downloaded.

Unsupported file types, such as PowerPoint files, ZIP archives, font files, and legacy Word documents, display an improved Preview Not Available message when browser preview is not supported.

SMS Dashboard Widgets and Custom Metrics

Released June 3, 2026

SMBcrm dashboards now include a dedicated SMS section in the widget panel, giving teams a clearer view of communication activity alongside email and calls.

What changed

• A dedicated SMS section is available in the dashboard widget panel.
• Five ready-to-use widgets are included: SMS by status, Incoming SMS count, SMS by source type, SMS by sender, and SMS volume over time.
• Each widget can be configured with filters for delivery status, direction, source, or sender.
• SMS is available as a dimension in Custom Metrics, so teams can build KPIs such as delivery rate or inbound volume with the formula builder.

How to add an SMS widget

1. Open any dashboard and select Edit Dashboard.
2. Select + Add Widget and scroll to the SMS section.
3. Choose a widget, configure filters and chart type, then select Save Changes.

Why it matters

SMS reporting helps teams review messaging activity without switching tools or filtering through conversations.

• See SMS activity alongside emails and calls in one dashboard.
• Monitor delivery health by status, including sent, delivered, failed, or undelivered messages.
• Break down SMS volume by source, such as workflow, campaign, or bulk action.
• Review inbound and outbound SMS activity to understand two-way conversation performance.

Notes

• All SMS widgets support filtering by status, direction, source, and sender.
• Filters can be combined for more precise segmentation.
• SMS widgets are available on all plans that include Dashboards & Reporting.
• SMS reporting is available in Dashboards, Reporting, and Custom Metrics.

AI Workflow Analytics in the Workflow Builder

Released June 4, 2026

SMBcrm’s AI Assistant in workflows can now answer analytics, performance, and discovery questions in plain language. It reads live data from your account and returns structured answers without leaving the workflow canvas.

Use it alongside SMBcrm automation and AI features to understand how workflows are performing, find specific workflows, and investigate contact movement through each step.

What you can ask

Performance insights

Ask how a workflow is performing over a selected period. The Assistant can return entries, compare results with the prior period, break down statuses such as completed, failed, waiting, and skipped, and show completion rate, goal conversions, drop-off points, trends by week, day, or hour, and how many contacts are currently at each step.

Email and SMS results

Pull delivery and engagement metrics for an email or SMS step, including delivered, opened, clicked, replied, bounced, unsubscribed, opted out, and more.

Branch and path insights

For if/else and split steps, ask what percentage of contacts took each branch.

Contact tracking

Ask whether a contact completed, failed, or is still active in a workflow. You can also ask when they entered, how long they took, where they are now, who entered last week, or which contacts failed at a specific step.

Trigger diagnostics

Check whether a trigger is firing, what percentage of fires qualified, and the top reasons contacts are rejected. You can inspect a single trigger fire to compare the value checked against the expected value.

Workflow search and version history

Search workflows by name, status, tags, included triggers or actions, or who last edited them. You can ask questions such as “which workflows use a Wait step?” or “which use the Invoice Paid tag?” and get an answer from across your workflows.

You can also ask who last edited a workflow and how many versions exist.

How to use it

Open the AI Assistant in any workflow and ask your question. No setup is required.

Built for read-only answers

When answering analytics and discovery questions, the Assistant only reads workflow data and does not change your workflows. Time periods such as “last 7 days” use your account timezone. If there is no data, it says so and suggests what to check.

Answers lead with key figures, compare against the previous period when applicable, and end with suggested next steps.

Why it matters

Workflow performance questions that previously required digging through execution logs can now be answered in plain language from the workflow canvas. This helps you connect workflow building with performance review and troubleshooting.

Alt Text Support for Social Planner Images

Released June 4, 2026

SMBcrm Social Planner now supports alt text for images, helping teams create more accessible social content without switching to native social platforms.

What changed

You can now add custom alt text to each image uploaded in Social Planner.

• Works for single-image posts
• Works for multi-image posts and carousels
• Stores alt text individually for each image
• Allows edits before publishing
• Shows a visual indicator when an image has alt text configured

Each image in a carousel or multi-image post can have its own description, so users can provide accurate context for every image instead of relying on one generic description.

Social Planner sends alt text to platforms that accept it and skips it for platforms that do not.

How to add alt text

1. Go to Marketing > Social Planner.
2. Create a post.
3. Upload one or more images.
4. Hover over an image and select Alt Text.
5. Enter a description for the image.
6. To change it later, select the Alt Text icon again and update the description.
7. Save, schedule, or publish your post.

Why it matters

Alt text helps improve accessibility for visually impaired audiences and supports more inclusive social media publishing. It also keeps the workflow inside Social Planner, reducing the need to edit posts natively after publishing.

Notes

• Alt text is configured per image, not per post.
• Images can be updated or edited before publishing.
• Alt text is used automatically on platforms that support it.

Accounting Sync Visibility for Invoices

Released June 5, 2026

SMBcrm now gives users a central place to monitor accounting sync activity for invoices, transactions, and contacts connected through QuickBooks, Xero, and Wave.

Use Accounting Sync in Payments & Commerce to see which records synced, which failed, and what to retry.

What changed

The Accounting Sync dashboard shows sync activity for connected accounting platforms. You can review synced and failed record counts, open an entity to inspect individual records, view the failure reason and last attempt timestamp, and retry a failed record directly from the dashboard.

Why it matters

• Catch sync failures before they create accounting gaps.
• Reduce manual cross-checking between SMBcrm and your accounting platform.
• Review failure details without opening a support ticket.
• Monitor invoices, transactions, and contacts from one place where supported.

How to review sync status

1. Go to Payments → Invoices & Estimates → Accounting Sync in your account.
2. Select Manage next to your connected accounting platform.
3. Expand an entity to open Record View and review individual record status.
4. Hover over the info icon on an errored record to see the failure reason and last attempt timestamp.
5. Select Retry to re-trigger sync for that record.

Good to know

• Supported accounting platforms are QuickBooks, Xero, and Wave.
• Transaction and contact sync for Wave is not yet supported. Wave currently supports invoices only.
• Accounting Sync status and logs are available on web only.
• Invoices created and sent from the SMBcrm Mobile app sync automatically, but sync status and logs must be reviewed on web.
• Retry works per record. Bulk retry is not supported.

Housecall Pro Triggers and Action in Workflows

Released June 5, 2026

SMBcrm now connects Housecall Pro directly to workflow automation. This adds two triggers and one action for home service businesses that manage jobs in Housecall Pro and customer communication in SMBcrm.

What changed

You can now use these Housecall Pro events and actions inside Workflows:

• Job scheduled: fires when a new job is scheduled or an existing job is rescheduled.
• Job completed: fires when a job is marked complete.
• Create new customer: creates a customer record in Housecall Pro from workflow inputs.

Both triggers return the same job payload structure, including a nested customer object, so downstream mapping stays consistent across scheduled and completed job events.

The customer creation action returns the new customer ID for use in later workflow steps.

How it works

Authentication uses a Housecall Pro API key. After connecting once, you can target multiple accounts from the Connected Account dropdown.

For triggers, you can add filters to scope automation by customer, job tag, employee, or any captured field. You can also find new records to capture a sample payload before publishing.

For the create customer action, First Name and Last Name are required. Optional fields include Email, Company, Mobile Number with 10 digits, and Home Number.

How to use it

1. In Workflows, add a Housecall Pro trigger or the Create new customer action.
2. Select Connect your account.
3. In the API key modal, paste your Housecall Pro API key.
4. For triggers, add filters if needed and capture a sample payload.
5. For the action, complete the required name fields and any optional customer fields.
6. Test the action, then save and publish the workflow.

Housecall Pro API keys are generated in Housecall Pro under My Apps, API Key Management, with Full Access permissions.

Example workflow

A customer books a window-cleaning job in Housecall Pro for next Tuesday. When the Job scheduled trigger fires, SMBcrm can send a confirmation SMS, create or update the matching CRM contact, and tag the contact with Window Cleaning.

When the technician marks the job complete, the Job completed trigger can send a thank-you SMS with a review link and deliver the receipt automatically.

Additional notes

• Job scheduled fires for new bookings and schedule updates to existing jobs.
• Job completed fires when a job is marked complete.
• Both triggers are filterable and return the same job and nested customer payload shape.
• Create new customer requires First Name and Last Name.
• Premium triggers and the action are billed per execution at the standard automation rate.
• Housecall Pro plan usage is billed by Housecall Pro directly.

Product Custom Values for Product Detail Pages

Released June 5, 2026

SMBcrm now supports product-related custom values on Product Detail Pages and Custom Product Detail Pages. Store owners can use these values to display product-specific information inside supported text elements.

What Changed

Product custom values can display details such as product name, description, product type, label, ratings, price, SKU, stock status, subscription details, and shipping dimensions.

Variant-based values, including price, SKU, stock, and subscription details, update automatically when a customer switches variants.

Product tokens are available in the Product section of the Custom Values picker, making it easier to build more dynamic product detail page content.

How to Use It

1. Open the Store Builder and go to a Product Detail Page or Custom Product Detail Page.
2. Select a supported text element: Heading, Sub-Heading, Paragraph, Bullet List, or Rich Text.
3. Open the Custom Values picker and choose the Product section.
4. Insert the required product token.
5. Save and publish the page.

Key Details

• Product custom values work only on Product Detail Pages and Custom Product Detail Pages.
• Supported elements include Heading, Sub-Heading, Paragraph, Bullet List, and Rich Text.
• Custom values will not work on Product Listing, checkout, landing pages, funnels, blogs, webinars, calendars, or other non-product detail pages.
• Custom values will not resolve inside buttons, FAQs, countdown timers, image captions, form fields, or other unsupported elements.
• Featured Product is only an element. Adding it to a non-product detail page does not make product custom values work there.
• Unsupported or missing values render as blank, so broken custom values do not appear on the live page.

QR Code Sharing in Funnel Builder

Released June 5, 2026

SMBcrm now lets you create QR codes for funnel steps directly inside Funnel Builder, so you can share a funnel step without leaving your workflow.

When working in Websites & Funnels, the QR code is automatically linked to the current funnel step.

What Changed

• Generate a QR code directly from Funnel Builder.
• Automatically link the QR code to the current funnel step.
• Download the QR code as a PNG, SVG, or PDF.
• Select Edit QR to open additional customization options.
• See the QR code option only when a domain is connected or hosted.

How to Access It

1. Open a funnel in Funnel Builder.
2. Find the Funnel URL at the top of the page.
3. Select the QR code icon next to the URL.
4. Download the QR code, or select Edit QR to customize it further.

Why It Matters

This update reduces extra steps, helps avoid linking to the wrong funnel page, and makes it easier to promote funnels through print materials, events, packaging, signage, and other offline channels.

Save Meta Lead Forms as Drafts in Ad Manager

Released June 5, 2026

SMBcrm Ad Manager now supports saving Meta Lead Forms as drafts during campaign setup. This helps teams build, review, and finish form mappings before the form is published for campaign use.

What changed

Users can now create a Meta Lead Form in the Ad Manager campaign flow and choose Save as Draft in the Facebook Lead Form builder. Draft forms are not created on Meta immediately, so teams can continue refining the form before publishing it.

Draft forms now appear in the Select a lead form dropdown with a Draft status badge, created timestamp, and inline edit option.

From the selector, users can reopen a draft form, continue editing, complete CRM field mappings, and publish the form when it is ready.

Campaign validation

If a draft or incomplete form is selected during campaign setup, SMBcrm now shows validation messaging before the ad is published. Validation can flag draft status, incomplete form field mappings, or both.

Draft saves have relaxed validation, but final publishing enforces the required checks. Draft forms cannot be used in live campaigns until they are published.

Why it matters

Meta does not allow editing already published lead forms, so draft support gives advertisers more room to prepare forms before they go live.

This update supports lead capture workflows by helping teams:

• Save work that is not ready for use
• Review forms before publishing
• Complete CRM field mappings later
• Reduce accidental publishing errors

Existing published Meta forms continue to work without changes.

Spintax Adds Dynamic Variations to Emails

Released June 8, 2026

SMBcrm now supports Spintax in emails, making it easier to create randomized wording variations inside a single message or template.

With Spintax, you can define multiple versions of a word, phrase, or sentence. When the email is sent, SMBcrm automatically selects one variation at random.

For example, {{SPIN|Hey|Hello|Hi}} there! can appear to the recipient as “Hey there!”, “Hello there!”, or “Hi there!”

Where Spintax Works

Spintax can be used in:

• Subject lines
• Preview text
• Email body content

It also supports nested custom values inside variations, such as {{contact.first_name}}.

Why It Matters

Spintax helps teams reduce repetitive wording across larger cold outreach sequences. It can also support deliverability and spam best practices by reducing content uniformity across similar emails.

You can also test different messaging approaches without maintaining multiple separate versions of the same email.

How to Use Spintax

1. Open the email builder.
2. Add your content variations inside the Spintax format.
3. Separate each option with a pipe character.
4. Save your message or template.
5. When the email is sent, SMBcrm selects one option at random.

Example: {{SPIN|Hey|Hello|Hi}} {{contact.first_name}}

You can test the result by checking the email after it has been sent.

Goal Events Now Support Task Status in Workflows

Released June 9, 2026

Goal Events in SMBcrm automation now support Task Status as a goal type. Workflow builders can route contacts to a goal branch when a task tied to that contact is created or completed.

What Changed

You can now select Task Status inside a Goal Event action and choose either:

• Task Created
• Task Completed

The same filter options available in task-based workflow triggers can also be used here, including filters for task Name or Assignee.

How to Use It

1. Add or edit a Goal Event action in a workflow.
2. Select Task Status as the goal type.
3. Choose Task Created or Task Completed.
4. Apply any needed task filters.

Why It Matters

Task lifecycle events were already available as workflow triggers, but they were not available as goals. This update helps builders route contacts based on real CRM task progress without adding extra workflow steps.

For example, a consulting team can create a CRM task from a form submission. When the assigned onboarding task is marked Task Completed, the contact can move to the goal branch and receive the next onboarding email.

Improved Message Filters for Customer Replies

Released June 9, 2026

SMBcrm has improved message filters for customer replied workflow triggers with two updates: a Has Attachments filter and a more complete Message Body filter.

These updates make workflow automation filters clearer and more flexible while keeping existing workflows unchanged.

What Changed

Has Attachments Filter

Use Has Attachments to check whether an incoming message includes files. The filter supports yes or no values.

This can help route messages that include uploaded documents, creative files, or other attachments to the right team or workflow path.

Message Body Filter

Message Body now brings the older Contains Phrase and Exact Match Phrase options into one place.

You can filter messages based on whether the body:

• Contains specific text
• Does not contain specific text
• Exactly matches specific text
• Is empty
• Is not empty

Existing workflows that use Contains Phrase or Exact Match Phrase will continue to work.

How to Use It

1. Open the message filter setup in your workflow.
2. Choose Has Attachments or Message Body.
3. Select the condition.
4. Enter the phrase or yes/no value.

Examples

A marketing team can use Has Attachments = Yes to route messages with uploaded creative files to a design workflow.

A real estate team can use Message Body contains “showing” to send property showing requests to the right pipeline.

Sync Community Membership Answers to CRM Fields

Released June 9, 2026

Community membership questions can now be linked to CRM custom fields in SMBcrm. When someone joins a community and answers those questions, their responses sync to the matching CRM contact record.

This helps teams collect onboarding details in Memberships & Education and use them in CRM & Sales workflows without re-entering data.

Why it matters

Membership answers can keep contact records up to date automatically. That makes it easier to support approvals, workflows, and follow-up processes using the information members provide when they join.

How to use it

1. Go to Community Settings > Membership Questions.
2. Click Add Question.
3. Select the Custom Fields tab.
4. Choose the CRM custom field you want to use.
5. Click Save.

Once a member submits their answers during the join process, the linked CRM custom fields are updated automatically.

Where to view answers

Submitted answers are visible in the Contact Details section under the selected custom field folder.

Add to Cart Buttons on Product Lists

Released June 10, 2026

Store owners can enable Add to Cart actions directly on the Product List page and Featured Products element. This lets shoppers add eligible products to their cart without first opening the full product details page.

What Changed

A setting is available in the Store Builder for the Product List and Featured Products elements. When enabled, product cards can show cart actions based on the product setup.

Product Card Behavior

• Products with a single variant or single price show an Add to Cart button on the product card.
• Products with multiple variants or prices show a Choose Options button.
• The Choose Options modal lets shoppers select variants, choose quantity, and use Add to Cart or Buy Now.
• A View Full Details link is available inside the modal.

Modal Customization

Product details page customizations are reflected in the Add to Cart modal, helping keep the selection experience consistent across product details pages, product lists, and featured product sections.

How to Use It

1. Open the Store Builder.
2. Select the Product List or Featured Products element.
3. Enable the Add to Cart option in the settings panel.
4. Adjust product details page settings as needed.
5. Save and publish the changes.

Notes

• Add to Cart appears for single variant or single price products.
• Choose Options appears for products with multiple variants or prices.
• Variant selections inside the modal reset after the modal is closed and reopened.
• If all variants are out of stock, buttons are hidden, but the product card remains visible.

Appointment Sorting in Contacts and Conversations

Released June 10, 2026

Appointments are now organized more clearly in Contacts and Conversations, helping users quickly see what is coming up next and what happened most recently.

This improvement supports day-to-day CRM and sales workflows by making appointment history and follow-up context easier to scan.

What changed

Upcoming appointments show nearest first

Upcoming appointments now appear in ascending chronological order. The appointment happening soonest appears at the top of the list.

For example, if a contact has appointments on June 10, June 15, and June 20, the June 10 appointment appears first.

Past appointments show most recent first

Past appointments now appear in descending chronological order. The most recently completed appointment appears at the top of the list.

For example, if a contact had appointments on June 1, May 25, and May 10, the June 1 appointment appears first.

Appointment details are easier to open

Users can view appointment details directly from the Appointments tab by selecting the View action. This makes it easier to review details and take action without navigating elsewhere.

Why it matters

This update makes it easier to identify upcoming appointments, review recent customer interactions, and reduce time spent searching through appointment history inside Contacts and Conversations.

It also improves the flow of customer follow-up within communication workflows by keeping appointment information in a more intuitive order.

Find Available Rentals Faster with Date Filters on Booking

Released June 10, 2026

Customers can filter the Rentals booking page by start and end dates before opening individual listings. The results use each listing’s availability, inventory and booking rules.

Filter by booking dates

Open Availability, choose a start and end date, then select Apply. Both dates are required. Opening a matching listing carries those dates into its booking form.

The filter also considers lead time, buffers, duration limits and how far ahead a customer can book. A listing appears only when it has a booking option that meets its configured rules.

How rental types affect results

• Nightly rentals require at least one night; the start and end cannot be the same date.
• Date-and-time rentals need a continuous available booking across the selected date range.
• Fixed-duration rentals can start within the selected range and finish after its end date.

The filter narrows the listings a customer needs to inspect. Customers still choose an available booking option on the listing itself.

Link Website Buttons to Ecommerce Actions

Released June 10, 2026

Website buttons can now connect directly to commerce actions, making it easier to move shoppers from any website page to a cart, checkout, or collection view.

What changed

In the Website Builder, Button elements now include ecommerce options under Link To:

• Add to Cart: Select a product and pricing option. All Prices opens a product detail modal for variant selection. Single Price adds the product directly to the cart with quantity 1.
• Buy Now: All Prices opens the product detail modal with Buy Now support. Single Price sends shoppers directly to checkout with the product preloaded.
• Collection: Link a button to a selected collection’s filtered Product List Page.

Use these options with SMBcrm Payments & Commerce to help shoppers reach products and collections from website pages.

How to use it

1. Open Website Builder and select a Button element.
2. In Link To, choose Add to Cart, Buy Now, or Collection.
3. Select the required product, pricing option, or collection.
4. Save and publish.

Key details

• This applies to Websites only, not Funnels.
• If no store exists, users will be prompted to create one.
• If the linked product or price is deleted, the button will be disabled.
• If the linked collection is deleted, customers will see a 404 page.

LinkedIn Integration Moves to Marketplace Framework

Released June 10, 2026

The LinkedIn integration has been migrated to the Marketplace framework through Labs under LinkedIn Marketplace Migration. This update improves how LinkedIn accounts are connected and managed behind the scenes while keeping the current user experience unchanged.

What Changed

• LinkedIn connections now use Marketplace authentication flows for improved credential handling and account security.
• The integration now runs on a scalable Marketplace foundation designed to support future LinkedIn enhancements.
• The migration lays the groundwork for future multi-account LinkedIn support within the same account.
• Existing LinkedIn connections continue to work without requiring users to reconfigure their setup.

How It Works

New LinkedIn connections are connected through the Marketplace architecture. Existing users can continue using LinkedIn functionality as before, with no changes to current workflows.

Once the feature is out of Labs, existing LinkedIn users are expected to be automatically migrated to the Marketplace-based integration. Older connections remain on the existing architecture for now, with future migration planned without user action.

Why It Matters

This migration provides stronger authentication controls, improved reliability and maintainability, and a foundation for upcoming LinkedIn capabilities, including future multi-account support.

Mobile Unsaved Changes Dialog for Invoices and Estimates

Released June 10, 2026

SMBcrm now adds a safer editing flow for invoices and estimates in the SMBcrm Mobile app. If you try to leave an invoice or estimate after making changes, you will see a confirmation dialog before exiting.

This helps reduce accidental data loss while working with payment documents on the go.

What changed

• Unsaved changes dialog: If you edit an invoice or estimate and try to exit, SMBcrm prompts you before leaving the editor.
• Save before exiting: Choose Save to keep your latest updates and close the editor.
• Discard when needed: Choose Discard to leave without saving edits you no longer want.
• Consistent protection: The same flow applies to both invoice and estimate editors.
• Cleaner exits: If no changes were made, you can exit without seeing a prompt.

How to use it

1. Open an existing invoice or estimate in the SMBcrm Mobile app.
2. Make your edits.
3. Tap back or try to exit the editor.
4. If there are unsaved changes, an Unsaved Changes dialog appears.
5. Tap Save to save and exit, or tap Discard to exit without saving.

This update supports a more reliable mobile workflow for teams managing payments and commerce in SMBcrm.

Rental Discounts and Scheduling Notice Improvements

Released June 10, 2026

SMBcrm has improved how duration-based discounts and minimum scheduling notice work for rental booking modes that use predefined rental periods and rental times.

Previously, some calculations could behave differently than expected because eligibility was evaluated using the underlying booking duration instead of the configured rental period. This was most noticeable for day-based, night-based, weekly, and monthly rental setups where customers select dates rather than specific times.

What Changed

Smarter Duration-Based Discounts

Duration discounts now evaluate eligibility based on the listing’s configured rental period. This helps discounts apply more consistently across date-based rental modes.

For example, a vacation rental may be configured with:

• Rental start: 3:00 PM
• Rental end: 11:00 AM
• A 2-day or longer discount enabled

If a customer books from Monday to Wednesday, the booking represents a 2-day stay even though the exact duration is less than 48 hours. With this improvement, the booking correctly qualifies for the discount.

Improved Minimum Scheduling Notice

For rental modes configured using days, weeks, or months, minimum scheduling notice is now evaluated using the configured rental period instead of exact hour calculations.

For example, if a listing requires 2 days of minimum scheduling notice and today is Wednesday, a booking that starts on Friday is considered valid regardless of the exact start time on Friday. The booking satisfies the 2-day notice requirement.

Previously, this could be evaluated as an exact 48-hour requirement, which could produce unexpected results.

Businesses that need precise time-based restrictions can continue using the hours option. For example, a 48-hour notice requirement configured in hours will continue to be evaluated as an exact 48 hours.

Why It Matters

This update helps rental bookings behave more naturally for businesses that sell by predefined rental periods. It can reduce confusion around discount eligibility, booking restrictions, and date-based rental rules.

Transfer Calls Without Personal Phone Numbers

Released June 10, 2026

SMBcrm now supports transferring calls to teammates who do not have a personal phone number configured. During a warm or blind transfer, the transfer list shows which device types each teammate can receive calls on.

How call transfers work

1. Start a regular inbound or outbound call from the web app.
2. Select warm transfer or blind transfer.
3. Choose the staff member you want to transfer the call to. SMBcrm shows the device types they can receive the transferred call on.
4. For a warm transfer, select Hold & Call.
5. If the recipient answers on the web app, they can see that the call was transferred before answering.

Key details

• Works for warm and blind transfers.
• Works for inbound and outbound calls.
• Transfers ring every device the teammate has set under “Forward calls to” at the same time: web app, configured phone, and SIP desk phone.
• Teammates with no device configured are hidden from the transfer list.
• Re-transferring a call that was already transferred to you is not supported yet.
• SMBcrm Mobile app support as a transfer source and destination is coming in a few weeks.

Enable it through Labs

1. Open admin settings, then go to Labs > Account.
2. Find “Transfer calls to any device a teammate uses” and select “Activate Feature”.
3. Select the accounts you want, then use Bulk Actions > Enable Access.
4. Save your changes.

Upload Images to Media Storage From a URL

Released June 10, 2026

SMBcrm now lets you add images to Media Storage using a public image URL. You no longer need to download an image to your device before uploading it.

What Changed

With Upload from URL, you can import images directly from any publicly accessible image link.

Before importing, SMBcrm shows a thumbnail preview so you can verify the image. It also retrieves the file name and image dimensions from the source URL.

Built-in validation gives immediate feedback for invalid links, unsupported file formats, or oversized images. You will also be prompted to confirm that you have permission to use the image before importing it.

Imported images are saved to your current Media Storage folder and work like standard uploads.

How It Works

1. Open Media Storage.
2. Click Upload and select Upload from URL.
3. Paste a public image URL and submit it.
4. Review the image preview and file details.
5. Click Import.
6. Confirm copyright ownership or usage rights when prompted.
7. The image is added to your current Media Storage folder.

This helps you bring in assets from CDNs, shared image links, stock photo libraries, and other public sources without extra download and upload steps.

Better Field Search in Workflow Filters

Released June 11, 2026

SMBcrm has improved how field dropdown search results are ranked in workflow trigger filters. When you search for a field, the best match now appears at the top, whether it is a standard field or a custom field.

For teams using automation, this makes field selection faster and more predictable when building or editing workflow trigger filters.

What Changed

• Field dropdown search results are ranked so the best match appears first.
• Matching standard and custom fields still appear together under the single Search Result header.
• When you clear the search, the dropdown returns to the normal Standard Fields and Custom Fields sections.
• The improvement applies wherever this field dropdown is used in the workflow builder.

How to Use It

1. Open a workflow trigger filter, such as Contact Changed > Filters.
2. Search for a field in the Field dropdown.
3. Pick the best match from the top of the search results.

Why It Matters

Previously, users sometimes had to scan long field lists because exact or better matches could appear lower in the dropdown. This update helps reduce that friction when configuring workflow filters.

Email Sequences Available in Beta Labs

Released June 11, 2026

Email Sequences is now available in Beta Labs, giving users a simpler way to automate threaded email conversations without building a full automation from scratch.

With Email Sequences, teams can create follow-ups, reminders, and nurture campaigns that keep the conversation in one thread while using delays, conditions, and smart scheduling.

What Changed

Email Sequences adds a dedicated way to build automated email follow-up paths inside SMBcrm. It supports:

• Single-threaded automated email conversations
• Conditional sending based on open or delivery status
• Stop on Reply automation
• Designed and plain text emails
• Sequence-level and step-level analytics

These updates support more practical behavior-based outreach across SMBcrm communication tools.

How to Access Email Sequences

To enable and use Email Sequences:

1. Go to Settings > Beta Labs.
2. Enable Email Sequences.
3. Go to Marketing > Email > Campaigns.
4. Click Create New Sequence.
5. Configure the audience, delays, conditions, and email steps.
6. Enable Stop on Reply if replies should stop the sequence.
7. Open Statistics to review overall and step-level metrics.

Also Noted

Coming soon:

• Enrolling into a sequence through a workflow
• Creating a sequence using Email AI
• A/B testing for each step

Meta Pixel Tracking Gets More Reliable Event Suppression

Released June 11, 2026

This update improves Meta Pixel tracking reliability for accounts moving to the Events tab. Legacy event suppression now works at the individual event level instead of acting as an all-or-nothing switch.

What changed

Event-level suppression

Legacy events are now suppressed only when their direct replacement has been configured in the Events tab.

• SubmitApplication is suppressed only when InitiateCheckout or AddPaymentInfo is configured.
• OrderFormPurchase is suppressed only when Purchase is configured.
• Any unmapped step continues firing its legacy event to help prevent attribution gaps.

Expanded external_id coverage

PageView and ViewContent events now pass a privacy-safe customer identifier with both the browser pixel and Conversions API. This helps improve event matching and deduplication without sending personal information.

Legacy behavior remains unchanged by default

If the Events tab is empty, SMBcrm continues using legacy behavior. Existing legacy events keep firing as before for accounts that have not started migrating.

Richer order details

Purchase and InitiateCheckout events now send more complete order details, including value, currency, and product IDs.

Fewer dropped pixels

Pixels that have not yet been migrated to the Events tab continue firing correctly, even when partial suppression rules are active.

Why it matters

This update helps accounts that are partially migrated to the Events tab avoid losing legacy event tracking. It also improves deduplication and match quality by adding external_id to more events.

Good to know

Add events exclusively through the Events tab. Combining Events tab tracking with manually added custom scripts may lead to inconsistent results.

A visitor’s external_id represents their current contact identity and may change during a session if they submit a form or place an order while browsing. This is expected and does not affect server-side identity stitching or deduplication.

New Blog Author Layout Improves Author Profiles

Released June 11, 2026

SMBcrm blogs now include a modern author layout designed to make author information clearer and more useful for readers.

What changed

Blog posts can now use one of two author layout options:

• Modern Preview: A card-based author layout with a cleaner visual hierarchy. This is the default layout for newly created blog posts.
• Classic Preview: The existing author layout for users who prefer the current experience.

The updated author section can display structured profile details, including:

• Profile image
• Author name
• Designation or role
• Author bio
• Social media links
• Email address

Expandable author bios

Long author bios are automatically condensed to keep the blog layout clean. Readers can select Read More to view the full author description without disrupting the page experience.

Responsive across devices

The author section is optimized for desktop, tablet, and mobile layouts, helping blog posts present author details consistently across screen sizes.

How to use it

To update the author layout for a blog post:

1. Go to Sites > Blogs.
2. Open Blog Post Settings.
3. Select the preferred Author Layout.
4. Configure author details, social links, and email information.
5. Publish the blog.

Notes

• The Modern Author Layout is the default for newly created blog posts.
• Existing blogs continue using their current layout unless updated manually.
• Dedicated author profile pages are not included in this release.
• Multiple authors per blog post are not currently supported.

Notify Followers and Opportunity Owners in Workflows

Released June 11, 2026

Internal Notification actions in SMBcrm automation workflows can now notify contact followers, opportunity followers, or both. The To User Type picker also includes Opportunity Owner as a recipient option.

What changed

A Notify followers section now appears below To User Type in the Internal Notification workflow action.

The follower options are additive, which means they notify followers in addition to the recipient selected above. When the action runs, SMBcrm resolves the followers and automatically deduplicates recipients.

How to use it

1. Open an Internal Notification action in a workflow.
2. Choose the existing To User Type recipient.
3. Turn on Contact followers, Opportunity followers, or both.

Why it matters

Teams often collaborate on contacts and opportunities they do not own. This update helps lead generators, closers, advisors, renewal teams, and coverage teammates stay informed without manual mentions or extra workflow branches.

For example, a real estate team can keep To User Type set to Assigned User and turn on Contact followers so the lead generator, agent, and mortgage advisor following the contact are notified when the lead replies.

A sales team covering time off can turn on both Contact followers and Opportunity followers so the teammate following the record is notified when a form is submitted or an opportunity stage changes.

Additional notes

• Available for Email, In-App Notification, SMS, and WhatsApp.
• Contact follower and opportunity follower toggles are independent and can be used together.
• Duplicate recipients are automatically deduplicated when the action runs.
• Opportunity followers are skipped if no opportunity is in scope or the opportunity was deleted. The selected To User Type recipient still receives the notification.
• Followers without the required channel address are skipped for that notification type.
• Existing Internal Notification actions are unchanged.

Reorder Pipelines in the Opportunities View

Released June 11, 2026

SMBcrm now lets admins reorder pipelines directly from the Opportunities pipeline view. This helps teams prioritize the pipelines they use most without relying on naming conventions.

This update applies to pipeline organization inside CRM and sales workflows.

What Changed

• Drag and drop pipelines into a preferred order from the Opportunities pipeline view.
• Use Move to position from the three-dot Actions menu to place a pipeline in an exact spot, including across pages.
• The updated order saves automatically and stays in place after page refreshes.
• Pipeline order is an account-level setting and applies across users.
• Only admins can reorder pipelines in an account.

How to Reorder Pipelines

Go to Opportunities > Pipelines, then drag a pipeline by its handle to move it into the order you want.

For more precise placement, open the three-dot Actions menu on a pipeline and select Move to position.

Why It Matters

Previously, pipeline order in Opportunities was fixed and could not be customized from the interface. Teams managing multiple pipelines can now keep high-priority or frequently used pipelines easier to find.

Task Manager Updates in the SMBcrm Mobile App

Released June 11, 2026

Tasks V2 brings a cleaner task manager to the SMBcrm Mobile app with recurring tasks, opportunity links, multiple contacts, board view, and more visible task details.

What Changed

• Recurring tasks: Set tasks to repeat hourly, daily, weekly, or monthly, with an end date or a set number of repeats.
• Opportunity links: Connect a task to an opportunity so follow-ups can stay tied to the right deal.
• Multiple contacts: Add more than one contact to a single task instead of creating duplicates.
• List and board views: Review tasks in a simple list or a visual board, depending on how you prefer to work.
• Today’s progress ring: Track completion progress for today’s tasks at a glance.
• Organized sections: Tasks are grouped into Overdue, Today, This Week, and Upcoming in both list and board views.
• More detail on task cards: See linked contacts and opportunities directly on the task card without opening each task.

Why It Matters

The updated task manager is designed to reduce duplicate work and make follow-ups easier to manage from mobile. Users can keep recurring work on schedule, connect tasks to the right people and opportunities, and scan priority work without opening every task.

How to Get Started

1. Open the Tasks tab in the SMBcrm Mobile app.
2. Tap the plus button to create a task.
3. Add a title, due date, contact or contacts, opportunity, and teammate assignment.
4. Turn on Repeat if the task should recur.
5. Switch between List and Board views to manage tasks in the format that fits your workflow.

View Opportunities Across All Pipelines

Released June 11, 2026

SMBcrm now includes an All Pipelines option in the Opportunities pipeline dropdown, so teams can review opportunities from every pipeline in one List view.

What changed

In SMBcrm CRM & Sales, the pipeline dropdown now includes All Pipelines. When selected in List view, it shows opportunities from all pipelines in one unified list.

This view is available only in List view. The All Pipelines option is disabled in Kanban Board view.

How to use it

1. Go to Opportunities.
2. Switch to List view.
3. Open the Pipeline dropdown and select All Pipelines.
4. Browse opportunities across all pipelines in one place.

Smartlist behavior

You can save the All Pipelines view as a Smartlist, but Smartlists created from this view are List type only. Kanban Board Smartlists are not supported for the All Pipelines view.

June Templates for Websites, Email, Social, and Ads

Released June 13, 2026

SMBcrm has added a new set of customizable marketing templates to help teams create campaign assets faster across websites, funnels, email, social content, and ads.

These templates are designed to support common marketing workflows, including building pages in Websites & Funnels, launching funnel campaigns, sending email campaigns, and preparing social or ad creative.

What was added

The latest template additions include:

• 2 website templates, including an automotive template
• 7 funnel templates
• 1 email template for real estate
• 4 social templates for automotive and restaurant and bar use cases
• 3 Facebook ad templates for restaurant and bar, legal, and health and wellness use cases
• 5 Google ad templates for beauty and fashion, automotive, travel and hospitality, restaurant and bar, and real estate use cases
• 5 LinkedIn ad templates for business coaching and consulting, finance, and marketing agency use cases

Why it matters

Templates can reduce the time it takes to create campaign assets while keeping layouts and messaging more consistent. Teams can start with a relevant template, customize it for their business or client, and focus more time on audience engagement and campaign execution.

Auto-Detect Review Profiles Across 52+ Platforms

Released June 15, 2026

SMBcrm now helps users find review profiles across 52+ supported platforms from inside Reputation & Growth. Recommended profiles can include detected review counts, match confidence, and business details before a profile is connected.

What changed

Users can see detected review profiles across supported platforms such as Google Business Profile, Facebook, TripAdvisor, Agoda, Booking.com, Yelp, Trustpilot, and more.

Each detected profile may show details such as:

• Platform name
• Business name
• Address preview
• Available review count
• Match confidence

Prioritize the best profiles first

A Top Recommendation card highlights the profile that may be most useful to connect first. This helps users focus on listings with larger review counts or stronger match signals.

Detected listings also show review volume before connecting, so teams can prioritize the platforms with the most existing customer feedback.

Notifications for newly found review sites

SMBcrm can show in-app notifications when high-confidence review sites are found for an account. These notifications highlight the total review opportunity and guide users to Reputation to connect recommended profiles.

Faster connection options

Recommended profiles can be connected from Reputation Overview or from Reputation Settings under Integrations. This reduces manual searching and makes it easier to link review platforms.

More control over matches

Detected listings include confidence indicators such as High match, Medium match, and Multiple matches. When multiple possible listings are found for the same platform, users can compare them before selecting the right business profile.

Users can also take actions such as:

• View page
• Integrate a different profile
• Mark as not my business

All supported platforms allow multiple review page connections, so users can connect more than one review page for a platform when needed.

Why it matters

This update helps teams discover review profiles they may not have known existed, evaluate review volume before connecting, and manage more review sources from one place.

Affiliate Commission Splits Now Support 3 Promoters

Released June 16, 2026

SMBcrm affiliate commission splits have been improved to support more flexible attribution when more than one promoter contributes to the same customer.

What changed

• Commissions can now be automatically split across up to 3 promoters when multiple affiliates contribute to the same customer.
• When a customer downgrades, commission splits are recalculated based on actual affiliate contribution so commissions continue to reflect who contributed to the customer’s current plan.

Lead eligibility

This applies to new leads and existing leads that do not already have commission splits. A migration for existing records that require 3-way splits is planned next.

Brand Boards Now Work With Blog Post AI

Released June 16, 2026

Blog Post AI now supports Brand Boards in the blog generation workflow. When creating AI-powered blog posts, you can apply an existing Brand Voice and Design Kit so drafts start closer to your brand guidelines.

This update helps teams using SMBcrm AI features reduce manual editing and keep blog content more consistent.

What changed

Apply Brand Voice during AI blog generation

You can choose an existing Brand Voice when generating a blog post with AI. Blog Post AI uses those guidelines to help match your preferred tone, writing style, messaging, and brand personality.

Apply Design Kits to blog posts

You can also select a Design Kit in the Blog Post AI workflow. This helps generated content align with your visual identity, content structure preferences, and brand presentation standards.

Create brand assets from the same workflow

If you do not already have a Brand Voice or Design Kit, you can create new brand assets directly from the Blog Post AI experience without leaving the page.

How to use it

1. Go to Sites > Blogs > Create with AI.
2. If Blog Post AI is not enabled, enable it from the Beta area.
3. Enable Apply Brand Boards.
4. Select a Brand Voice.
5. Select a Design Kit.
6. Generate your blog using Assist Mode or Build Mode.
7. Review and publish content aligned with your brand guidelines.

Notes

• Brand Voice and Design Kit selection is optional during blog generation.
• New brand assets can be created directly from the Blog Post AI workflow.
• Brand Boards work across both Assist Mode and Build Mode.

Delete Published Posts Directly from Social Planner

Released June 16, 2026

Social Planner now distinguishes between removing a post from its own records and deleting it from the social network where it was published.

Choose where to delete

From the list or calendar view, choose the post’s delete action and review its scope. You can remove it from Social Planner only, or delete it from a supported connected platform.

Removing a published post from Social Planner alone leaves the post live on the social network.

Supported platforms at release

Platform deletion is available for Facebook, LinkedIn, Google Business Profile, YouTube, Pinterest, Threads, Bluesky and Community posts.

Instagram and TikTok do not support this third-party deletion flow. Their posts can be removed from Social Planner, but must be deleted on the network separately.

If access to a connected account has expired, Social Planner prompts you to reconnect it. Check the selected accounts and deletion scope before confirming.

Instagram Direct Connection Available in Labs

Released June 16, 2026

SMBcrm now supports direct Instagram account connections in Labs. This lets businesses connect Instagram accounts without requiring a connected Facebook Page, while still supporting existing Facebook Page-based Instagram connections.

What changed

A dedicated Instagram integration card is available under Settings > Integrations after the Labs feature is enabled.

From the Instagram integration area, teams can view connected Instagram accounts in one place and manage account-level messaging and automation controls.

Supported connection types include:

• Direct Instagram connections
• Facebook Page-based Instagram connections

Supported capabilities

With Instagram connected, teams can:

• Sync Instagram Direct conversations into the CRM
• Create and manage contacts from Instagram conversations
• Trigger workflows and automations from Instagram interactions
• Manage Instagram conversations alongside other messaging channels

How to access it

This capability is available under Labs > Instagram Direct Integration.

After enabling the Labs feature, go to Settings > Integrations > Instagram to manage Instagram connections.

Important notes

• Facebook Page-based Instagram connections will continue to function as expected.
• Enabling a direct Instagram connection will automatically disable the toggle for Page-based Instagram connections.
• Instagram accounts connected through a Facebook Page cannot be disconnected independently. The associated Facebook Page must be disconnected first.
• Existing workflows and automations will continue to work if the same Instagram account is switched between connection methods.
• Disabling the Messaging & Automations toggle will stop both Instagram messaging and automation functionality for that account.
• Direct Instagram connection support will be required for certain upcoming Instagram-native capabilities mentioned in the release, including DM to followers and poll replies.
• An account connected through the integration will also connect in Social Planner, and vice versa, because both use the same Meta app.

Why it matters

Direct Instagram connection gives teams more flexibility in how Instagram accounts are connected and managed. It also improves visibility into connected Instagram accounts and creates a simpler setup path for teams that do not want to rely on a Facebook Page connection.

Layers Panel Search for Websites and Funnels

Released June 16, 2026

SMBcrm has added search directly inside the Layers panel for the website and funnel builder. This helps you quickly find elements on content-heavy pages without manually expanding long, nested layer trees.

What changed

You can now search for an element by:

• Name, such as a headline or button label
• Type, such as Image, Column, Row, or Section
• Element ID

Matching results appear in a flat list grouped under Page and Popup, with a live count of matches.

What you can do from search results

From the results list, you can click an item to jump to it on the canvas, select it, and open its settings. You can also use the result menu to:

• Hide or show the element
• Edit the element
• Clone the element
• Delete the element

Sections, rows, and columns keep their familiar color-coded icons in the results list, making it easier to recognize structure at a glance.

How to use it

1. Open the website or funnel builder.
2. Edit a page.
3. Open the Layers panel from the left toolbar.
4. Type an element name, type, or ID in the search box.
5. Click a result to jump to and select it, or use the menu for available actions.
6. Clear the search to return to the full Layers tree.

Good to know

• Search applies to the current page only, including Page and Popup branches.
• It does not search other pages or funnel steps.
• Matching is case-insensitive and works with partial text.
• Results update as you type.
• Clearing the search restores the full Layers tree.

Smarter Calendar Sync for Rental Availability

Released June 17, 2026

SMBcrm has improved how imported calendars affect rental availability when external calendars send date-only bookings without start and end times.

Previously, these bookings could be interpreted as 12:00 AM to 12:00 AM blocks. For rentals with set rental times, such as 3:00 PM starts and 11:00 AM ends, that could make neighboring dates appear unavailable.

What changed

Date-only imports use your rental times

For applicable rental booking periods, imported calendar bookings without exact times now block availability using the listing’s configured rental times or rental hours.

This applies to:

• Date Selector mode
• Fixed Durations mode for daily, weekly, or monthly rentals

For example, if a rental uses 3:00 PM start and 11:00 AM end times, and an imported calendar blocks April 15 to April 17, SMBcrm now blocks availability from April 15 at 3:00 PM to April 17 at 11:00 AM.

Timestamped imports use exact times

When imported calendar events include specific start and end times, SMBcrm respects those exact times. This helps shorter, partial-day, and overnight events block only the time range provided by the connected calendar.

For booking modes where customers select a time, imported events continue to use exact timestamps. If the external calendar does not provide exact start and end times, the block continues to cover the full day.

Future imported events stay aligned

When booking modes or rental times are updated, future and ongoing imported events are automatically recalculated using the latest listing configuration. Past imported events remain unchanged.

How to use it

1. Edit a rental listing.
2. Connect an external calendar through Calendar Sync.
3. Configure the booking mode and rental times.
4. Imported bookings will be blocked using the appropriate logic for that listing.

If booking mode or rental times change later, future imported events will reflect the latest configuration automatically.

Why it matters

• Improves accuracy for availability from connected calendars
• Supports external booking platforms that sync date-only events
• Helps prevent neighboring dates from being blocked unintentionally
• Makes calendar sync behavior clearer across booking pages and calendar views

Use Media Library Assets in AI Studio

Released June 17, 2026

AI Studio now integrates with Media Library, so you can browse and reuse images and assets you already manage in SMBcrm while working in chat, Visual Edits, and Publish.

This helps builders stay on-brand without leaving AI Studio or re-uploading the same files. You can still upload directly from your device when needed.

What changed

With this update, Media Library assets are available across key AI Studio workflows:

• Add Media Library images as references in chat so AI Studio can better match your brand visuals.
• Insert Media Library asset links for images, documents, video, or audio directly into prompts.
• Replace page images in Visual Edits by selecting an image element and choosing an asset from Media Library.
• Set favicon and social images from Media Library in Publish settings.
• Upload, paste, or drag and drop images from your device when an asset is not already available.

Learn more about SMBcrm’s broader AI features and how they support faster content and site-building workflows.

How to use it

In chat

Open the attach menu, choose Media Library, then add a reference image or insert an asset link. You can also upload from your device, paste an image, or drag files into the composer.

In Visual Edits

Select an image element on the page, then use the Media Library button next to the Image URL field to choose a replacement.

In Publish settings

Use the Media Library option in the favicon and social image fields, or upload a file from your device.

Good to know

Files can still be uploaded directly from your device. Media used in AI Studio stays attached to the project when it is remixed or loaded from a snapshot, helping keep assets and branding consistent across builds.

Workflow Builder Opens Faster From the Workflow List

Released June 17, 2026

Workflow Builder now opens faster from the Workflow list, reducing the wait before workflows and builder components are ready. In many scenarios, initial workflow load times are up to 4x faster.

What changed

SMBcrm optimized how automation Workflow Builder resources are loaded and rendered. This helps workflows and builder components become available sooner when you open a workflow.

What to expect

• Improvements are most noticeable during initial workflow loads.
• Actual load times may vary based on workflow complexity, browser state, network conditions, and device performance.

Better Meta Ad Campaign Validation in Ad Manager

Released June 18, 2026

SMBcrm now checks Meta ad campaigns for key setup issues before submission in Ad Manager. The update gives clearer errors, blocks campaigns with unresolved required issues, and improves publishing status messages.

What changed

When you click Publish, Ad Manager runs validation before campaign submission. If required information is missing or invalid, SMBcrm shows an error indicator in the campaign builder and helps you jump to the section or field that needs attention.

This makes the publishing flow for Meta campaigns more reliable within SMBcrm’s lead capture tools.

How errors are handled

• Required setup issues are flagged before the campaign is submitted.
• Clicking an error points you to the relevant section or field.
• Error messages are clearer about what needs to be fixed.
• Campaigns with blocking errors are not submitted until the issues are resolved.
• A publishing progress modal appears while setup is being processed.
• You can continue publishing in the background while processing continues.
• Success and failure messages more clearly explain the final publishing status.

Availability notes

This validation enhancement is currently available for Meta campaigns only. After successful submission, campaigns may still receive platform-level review outcomes from Meta for policy compliance.

Calendly Triggers and Actions Added to Workflows

Released June 18, 2026

SMBcrm Workflows now support direct Calendly triggers and actions, making it easier to automate around scheduling activity.

This update connects Calendly events to SMBcrm automation so workflows can respond when invitees book, cancel, miss, or route through Calendly, and can also send actions back to Calendly.

What changed

Five Calendly triggers are available in Workflows:

• Invitee created, instant
• Invitee canceled, instant
• Invitee no show created, instant
• New routing form submission, instant
• Event cancelled, polling every 5 minutes for host-initiated cancellations

Nine Calendly actions are also available:

• Create one-off meeting
• Book meeting for invitee
• Find event
• Cancel an event
• Mark invitee as no show
• Create contact
• Find contact
• Update contact
• Find user

How it works

Four triggers use Calendly webhooks and fire instantly: invitee created, invitee canceled, invitee no show created, and new routing form submission.

The Event cancelled trigger checks every 5 minutes because Calendly does not provide a native webhook for host-initiated cancellations.

For instant triggers, you can choose a Webhook Subscription Scope:

• User: watches the connected user’s events
• Organization: watches every user in the Calendly organization

Authentication uses OAuth through the external authentication setup. Each connected account is labeled with a friendly name and email to help route automations across multiple connected accounts.

How to use it

1. In Workflows, add a Calendly trigger or action.
2. Select Connect your account.
3. Enter a friendly name and email for the connected account, then complete the OAuth connection in Calendly.
4. For instant triggers, choose a Webhook Subscription Scope and any additional filters.
5. For actions, fill in the required fields and test the action.
6. Save and publish the workflow.

Example workflow

When a prospect books a discovery call through a sales rep’s Calendly link, the Invitee created trigger can run within seconds.

A workflow could then find or create the matching CRM contact, save booking details such as the event type, scheduled time, and custom question answers, and send a pre-call SMS with preparation material.

If the prospect cancels later, the Invitee canceled trigger can start a follow-up workflow that waits two hours and sends a tailored rescheduling offer with a one-off Calendly link.

Additional details

• Create one-off meeting supports a duration up to 720 minutes, or 12 hours.
• The timezone defaults to the host’s timezone and accepts IANA timezone names such as America/New_York and Asia/Kolkata.
• A Calendly reschedule appears as two events: invitee canceled for the old slot, followed by invitee created for the new slot.

Google Ads Widgets Added to SMBcrm Dashboards

Released June 18, 2026

SMBcrm dashboards now include a dedicated Google Ads section in the widget panel. After Google Ads is connected at the account level, the available widgets can pull in ad performance data automatically.

What Changed

The Google Ads widget section includes 11 ready-to-use widgets:

• Total conversions
• Conversions over time
• Total cost
• Cost over time
• Total clicks
• Clicks over time
• Total impressions
• Impressions over time
• Clicks by campaign
• Conversions by campaign
• CPC, or cost per click

Each widget can be configured with filters for Campaign, Campaign type, Zero impressions, Zero conversions, and PPC markup.

Custom Metrics Support

Google Ads metrics are also available as dimensions in Custom Metrics. This makes it possible to build cross-module KPIs, such as ROAS or cost per closed deal, using the formula builder.

How It Works

1. Connect Google Ads at the account level under Settings, Integrations, Google Ads.
2. Open a dashboard and select Edit dashboard.
3. Select Add widget and go to the Google Ads section.
4. Choose a widget, confirm the linked ad account in the Integration tab, configure filters and chart type, then save changes.

Why It Matters

Google Ads performance can now be reviewed alongside other reporting widgets in SMBcrm. Teams can monitor spend, clicks, impressions, conversions, and campaign-level performance without switching platforms.

The added Custom Metrics support also helps connect ad spend to pipeline and revenue data for clearer performance reporting.

Availability Notes

• Google Ads must be connected at the account level before widgets show data.
• All 11 widgets support filtering by Campaign, Campaign type, Zero impressions, Zero conversions, and PPC markup.
• The update applies to Dashboards, Reporting, and Custom Metrics.
• It is available on plans that include Dashboards and Reporting.

Group Contacts by Source in Reports

Released June 18, 2026

SMBcrm dashboards and reports now support grouping Contacts widgets by Source. This makes it easier to compare contact counts by where they came from and understand which channels are creating the most contacts.

This matches the Source grouping already available for opportunities, creating a more consistent reporting experience across your CRM and sales workflows.

How it works

1. Open a dashboard and add or edit a Contacts widget.
2. In the widget settings, open the Group By dropdown.
3. Select Source to bucket contacts by their source.

Why it matters

• Channel visibility: See which sources are generating the most contacts.
• Consistent reporting: Use Source grouping across both contacts and opportunities.
• Better lead-source decisions: Use the breakdown to focus attention on channels that perform.

Housecall Pro Workflow Actions and Triggers

Released June 18, 2026

SMBcrm Workflows now include expanded Housecall Pro support for field-service automation. The update adds nine triggers and fourteen actions across jobs, estimates, leads, customers, customer addresses, and job appointments.

What changed

The Housecall Pro integration now covers more of the service lifecycle inside SMBcrm Workflows. Teams can react to operational events in Housecall Pro and use workflow actions to create or retrieve related records.

Available triggers

All triggers use polling. Creation events poll every 5 minutes, while scheduling, completion, and cancellation events poll every 10 minutes.

• Job created: every 5 minutes
• Job scheduled: every 10 minutes
• Job finished: every 10 minutes
• Job canceled: every 10 minutes
• Estimate created: every 5 minutes
• Estimate scheduled: every 10 minutes
• Estimate finished: every 10 minutes
• Lead created: every 5 minutes
• Customer created: every 5 minutes

Available actions

The added actions support customer, address, job, estimate, lead, and appointment workflows:

• Create new customer
• Get customer details
• Update a customer
• Find customers
• Get a customer address
• Create a customer address
• Create a job
• Get job details
• Create a job appointment
• Update a job appointment
• Create an estimate
• Get an estimate
• Create a lead
• Get a lead

How to use it

1. In Workflows, add a Housecall Pro trigger or action.
2. Select Connect your account and paste your Housecall Pro API key.
3. Generate the key in Housecall Pro under My Apps > Go to App Store > API Key Management, using Full Access.
4. For triggers, optionally add filters by customer, tag, employee, or any captured field, then find new records to capture a sample payload.
5. For actions, complete the required fields, test the action, then save and publish the workflow.

Authentication uses an API key. After connecting, users can select the appropriate connected account from the Connected Account dropdown.

Example workflow

A homeowner submits a request for a quote on a website. The workflow creates a Housecall Pro lead, notifies dispatch with the lead context, and tags the CRM contact.

When the office books an estimate visit, the Estimate scheduled trigger can send the customer a reminder with the technician’s ETA. After the technician completes the estimate, the Estimate finished trigger can send a review and approval link. Once approved, the workflow can create the job and continue through scheduling, completion, and post-service follow-up.

MMLite Adoption Banner Added to Conversations

Released June 18, 2026

Eligible WhatsApp subscribers can now see an MMLite adoption banner directly in Conversations. The banner appears above the message composer while users are managing WhatsApp chats.

What Changed

SMBcrm now shows an adoption prompt in Conversations for eligible WhatsApp subscribers, helping them discover the WhatsApp MMLite API version in the context of active messaging.

This adds another adoption touchpoint alongside the existing banner on the WhatsApp Services page.

Why It Matters

For teams using WhatsApp messaging in SMBcrm, the banner makes MMLite easier to find without leaving the conversation workflow. Switching to the MMLite API version can help improve WhatsApp messaging performance and support more efficient messaging infrastructure.

Learn more about SMBcrm communication tools for managing customer conversations.

Availability

The MMLite adoption banner is available in Conversations for eligible WhatsApp subscribers.

TikTok DM Replies Added to Workflow Wait Actions

Released June 18, 2026

SMBcrm workflows can now use TikTok Interactive Messenger as a reply channel in the Wait > Until the contact replies action.

This helps teams build conversational automation that pauses until a contact replies through TikTok DMs, then continues the workflow automatically.

What changed

When a workflow reaches a Wait Until the Contact Replies step, you can choose TikTok Interactive Messenger in the Reply to field.

The workflow will continue only after the contact replies through TikTok DM.

How to use it

1. Add a Wait action to your workflow.
2. Select Until the contact replies as the wait type.
3. Choose TikTok Interactive Messenger in the Reply to field.

Example use case

A fitness studio sends a TikTok DM inviting prospects to claim a free trial. The workflow waits for a TikTok DM reply before sending the next message or assigning the lead to a team member.

Additional notes

• Available in the Wait > Until the contact replies workflow action.
• Supports replies received through TikTok Interactive Messenger.
• Workflows resume automatically once a valid TikTok DM reply is received.

Use Opportunity Owners and Followers in If/Else

Released June 18, 2026

SMBcrm now supports Opportunity Owners and Opportunity Followers as conditions in If/Else workflow branches. This helps teams route contacts based on whether an opportunity has assigned owners or followers.

This update improves how teams use automation with opportunity data in the CRM, especially for routing, notifications, and follow-up workflows.

What Changed

When an If/Else step evaluates an opportunity, it can now check the Opportunity Owners and Opportunity Followers fields. The workflow routes contacts down the matching branch based on the condition you configure.

How to Use It

• Add or edit an If/Else action in your workflow.
• Select Opportunity Owners or Opportunity Followers as the condition field.
• Configure the condition and save the workflow.

Example Use Case

You can route opportunities into a dedicated follow-up sequence when an Opportunity Owner has been assigned.

Additional Notes

• Available in If/Else workflow conditions.
• Supports both Opportunity Owners and Opportunity Followers fields.
• Conditions are evaluated using the owners and followers assigned to the opportunity when the workflow reaches the If/Else step.
• Existing workflows are unaffected unless these conditions are explicitly configured.

Workflow Builder Adds Sidebar Toggle

Released June 18, 2026

SMBcrm now includes a sidebar toggle inside the Workflow Builder, making it easier to move between automations and other platform areas without first leaving the builder.

What changed

A toggle in the top-left corner of the Workflow Builder shows or hides the standard SMBcrm navigation sidebar. You can use the keyboard shortcut Cmd+\ on Mac or Ctrl+\ on Windows to show or hide it.

How to use it

• Open any workflow in the Automation Workflow Builder.
• Select the sidebar toggle in the top-left corner, or press Cmd+\ on Mac or Ctrl+\ on Windows.
• Use the sidebar to navigate to other SMBcrm products or pages.

Notes

• The sidebar can be shown or hidden at any time.
• This is a navigation enhancement only.
• It does not affect workflow execution.

Xero Sync Adds Smarter Contact Controls

Released June 18, 2026

SMBcrm’s Xero sync now gives you more control over which contacts sync into your CRM and where supplier records are stored.

Previously, connecting Xero brought every active contact into the standard contact list. That could mix suppliers, vendors, and other non-customer records with leads and customers.

With the updated Xero connection settings, you can choose the contacts you want to sync and decide whether suppliers should stay in contacts or be routed to business records. This helps keep your CRM and Payments & Commerce data cleaner and easier to work with.

What Changed

You now have two contact sync settings on the Xero connection screen:

• Which contacts to sync: Choose all contacts, only customers, only suppliers, or one or more specific Xero contact groups.
• How suppliers are handled: Keep all synced records in contacts, or split suppliers into business records.

Why It Matters

A cleaner contact list can make day-to-day CRM work easier. You can reduce unwanted supplier records in contacts, improve segmentation, and work from a list that better reflects your actual customers and leads.

Existing Xero sync setups are not changed unless you update these settings. Both settings default to the original behavior.

How to Update Your Xero Sync Settings

1. Go to Payments > Invoices & Estimates > Accounting Sync.
2. Select Manage on your connected Xero account.
3. Set Which contacts to sync to All Contacts, Only Customers, Only Suppliers, or selected Xero contact groups.
4. Set How suppliers are handled to All to Contacts or Split by type.
5. Save your preferences.

Your next sync will use the updated settings.

Good to Know

• This update is available on web only.
• It applies to Xero only. QuickBooks and Wave contact sync settings are not yet configurable.
• Both settings default to the original behavior, so existing integrations are unaffected until you opt in.
• Split by type routes suppliers to business records, not the standard contact list.
• Contact group filtering requires existing Xero contact groups to be set up in Xero first.

Email Campaign Analytics in SMBcrm Mobile app

Released June 19, 2026

SMBcrm Mobile app now includes a refreshed Campaigns experience for reviewing email campaign performance from your phone. It is designed for users who send campaigns from web but want to check status, delivery, and recipient activity without opening desktop.

What changed

Campaign cards now show at-a-glance status details, including Succeeded, Failed, Scheduled, Paused, Draft, and other states, plus last updated and executed dates.

The campaign detail view includes three tabs.

Overview

Review campaign metadata such as created and updated dates, sender, recipient list, subject, and headline send metrics for all emails, processed, accepted, skipped, and failed.

Preview

Preview the campaign email inline, or open the full message in an expanded view.

Statistics

Review performance rates for delivered, opened, clicked, conversion, bounces, unsubscribed, complained, and more. The recipient list is paginated and can be filtered across 11 status categories: Delivered, Opened, Clicked, Orders, Replied, Hard bounce, Soft bounce, Complained, Unsubscribed, Skipped, and Failed.

How to use it

Open the Campaigns tab from the home navigation in SMBcrm Mobile app. Search by campaign name or use status chips such as Succeeded, Failed, Draft, or Archived to filter the list.

Tap any campaign to open the detail view, then switch between Overview, Preview, and Statistics to review metadata, preview the email, and inspect recipient-level stats.

Recover Expired Domains Inside SMBcrm

Released June 22, 2026

Users can now recover eligible expired domains directly inside SMBcrm during the 41 to 70 day redemption window, without needing support for the standard recovery flow.

The standard renewal popup has also been extended through day 40. Domains in the redemption period now use a dedicated recovery flow that calculates fees, collects payment, and starts recovery in one place.

How domain recovery works

When a user opens Domain Settings and selects Recover for an expired domain, SMBcrm checks the domain status in real time and routes the user to the correct flow.

Day 1 to 40: Grace period

Users see the standard renewal popup and pay the normal renewal fee. The renewal window has been extended from 28 days to 40 days.

Day 41 to 70: Redemption period

Users see a domain recovery modal that includes both the renewal fee and the registry redemption fee. Payment and recovery happen directly inside SMBcrm.

If the zone is inactive

Users are shown a Contact Support modal instead.

After the recovery window ends

If the domain has passed day 70 or the zone has already been deleted, recovery is no longer available in-product and the domain is moved to External.

Important notes

• The standard renewal grace period has been extended from 28 days to 40 days.
• All expiry logic runs on UTC.
• Redemption fees are charged at the fixed registry rate, with no added markup.
• Auto-recharge is disabled during recovery to prevent partial payment issues.
• Some TLDs, including .co and .uk, may still require support help if the zone has already been deleted.
• No setup is required. The correct recovery flow appears automatically based on the domain’s current status.

Why it matters

This update gives users a clearer self-serve path for recovering expired domains during the redemption window. It also keeps more domain lifecycle management inside SMBcrm and reduces the need to contact support for eligible recovery cases.

Retry Failed Social Planner Posts

Released June 22, 2026

SMBcrm users can now recover from failed Social Planner publishing attempts more quickly by retrying or rescheduling the original post.

What changed

Failed posts now include recovery actions directly in the post actions menu. Users can:

• Select Retry Now to publish again using the original content, settings, and connected accounts
• Select Reschedule Post to choose a new future date and time
• Access recovery options from List View, Grid View, or Post Preview

If a retry succeeds, the post moves to the Published state. If a failed post is rescheduled, it moves back to the Scheduled state and publishes at the updated time.

How to use it

1. Go to Marketing → Social Planner.
2. Open the Failed Posts section.
3. Click the 3-dot menu on a failed post.
4. Choose Retry Post Now or Reschedule Post.
5. Confirm the action.

Why it matters

This update helps users recover from temporary publishing issues without cloning posts or recreating content. It can reduce manual work, keep campaigns moving, and make common publishing recovery steps easier to handle.

Notes

• This applies only to posts in the Failed state.
• Bulk retry actions are not included in this release.
• Automatic retries are not currently supported.

Document Privacy and Access Controls in Labs

Released June 23, 2026

SMBcrm Labs is adding enhanced privacy and access controls for files stored in the contact record documents panel. The update gives users more flexibility when sharing documents that may contain sensitive client information.

What changed

When sharing a document, users can choose from multiple access options:

• Public link: accessible by anyone with the link.

• Private link: accessible only to authorized SMBcrm users.

• One-time code link: access is verified with a one-time password sent to the contact’s email address.

• Password-protected link: access is secured with a user-defined passcode.

Additional controls

Users can also:

• Set expiration dates for shared links.
• Allow or restrict document downloads.
• View document details and access history for better visibility and auditing.

By default, document links are internal and private unless the user changes that setting while sharing.

Why it matters

These controls help teams share documents more deliberately, align with internal security policies, and give contacts a clearer, more secure document access experience.

What is planned next

SMBcrm is working toward extending these privacy and access controls to document attachments shared through notes and custom fields. Enhanced security for email attachments sent through marketplace apps is also planned.

Conversation SLA Triggers and Dismissal Controls

Released June 24, 2026

SMBcrm can now run workflows when a conversation SLA is due soon, overdue, or manually dismissed. This helps teams manage response expectations in Communication without requiring managers to manually watch SLA timers.

What changed

You can use the Conversation SLA trigger in Automation to start workflows for three SLA events:

• Due soon
• Overdue
• SLA dismissed

Workflow actions can notify a user, reassign contacts for escalation, or perform other configured actions based on your workflow setup. Optional filters include message channel, tags, owner, and custom fields.

To reduce repeated notifications, the Avoid Repeated Triggers option runs the workflow only once per conversation within a 24-hour period, even if additional messages from the same contact create more SLA events.

Manual SLA dismissal permissions

For conversations that do not require a response, such as “Thank you,” “Got it,” or “Not interested,” users with permission can dismiss the SLA without replying.

Admins can choose who can manually dismiss SLAs from Conversations Settings:

• All users
• Admins only

Users with access can click the SLA timer in the conversation center panel and dismiss the SLA.

When an SLA is dismissed, SMBcrm adds a conversation log showing which user dismissed it and the SLA status at the time.

How to set it up

1. Go to Automation, then Workflows.
2. Create a workflow and select Conversation SLA as the trigger.
3. Choose the SLA event: Due Soon, Overdue, or SLA dismissed.
4. Add optional filters such as message channel, tags, owner, or custom fields.
5. Define the workflow actions and publish the workflow.
6. To configure dismissal permissions, go to Conversations Settings and choose who can manually dismiss SLAs.

Ask AI Mobile Chat History Now Shows Your Chats Only

Released June 25, 2026

Ask AI chat history in the SMBcrm Mobile app now loads per user. When you open Chat history, you see only the conversations you started, not chats opened by other teammates in the same account.

This brings mobile behavior in line with the web experience and helps teams use SMBcrm AI features with clearer separation between users.

What Changed

Previously, when multiple users in an account used Ask AI on mobile, chat history could show everyone’s sessions for that account. That made it harder to find your own threads and created privacy concerns for shared team accounts.

Now, Ask AI history on mobile is filtered to the logged-in user. The list also refreshes automatically when you switch accounts or sign in as a different user.

Why It Matters

• Each teammate sees only their own Ask AI conversations.
• Users can find past chats faster without scrolling through other sessions.
• Teams can use Ask AI on mobile with better chat history separation.
• Chat history reloads correctly when the account or signed-in user changes.

How to Use It

1. Open Ask AI from the floating action button, home screen, or dashboard.
2. Tap the history icon in the Ask AI header to open Chat history.
3. Select one of your past sessions to continue the conversation.

Availability

• Release date: June 5, 2026
• Available version: 4.18.0, build 831
• Status: Public
• Platforms: iOS and Android

Good to Know

• This change applies to the Chat history list only.
• It does not affect live chat or new messages.
• Each logged-in user sees sessions tied to their user in the current account.
• History clears and reloads when you switch accounts or when a different user signs in on the same device.
• If the account or user context is not ready yet, the app shows an empty list rather than a partial or incorrect history.

Ask AI Team Access Now Works in SMBcrm Mobile app

Released June 25, 2026

Ask AI in the SMBcrm Mobile app now respects the same per-user access settings configured on web. If a teammate has access, they can open Ask AI from the app and chat from their phone. Teammates without access will not see the entry point.

For teams using SMBcrm AI features, this brings mobile access closer to the web experience while keeping access controlled per user.

What changed

• Per-user Ask AI access now carries over from web to mobile.
• Ask AI is no longer limited to administrators in the mobile app.
• Users with access can open Ask AI from the floating action button, home screen, or dashboard.
• Users without access do not see the entry point, and direct links show Ask AI is not available.
• Administrators may see a non-blocking setup banner when some account teammates still need access.
• If a usage limit or policy blocks a message, chat now shows a clearer explanation instead of a generic send failure.

Why it matters

Teams can use Ask AI from their phones while working in the field, with clients, or away from a desktop. Administrators can still grant access per user instead of relying on an admin-only mobile experience.

How to get started

1. Grant Ask AI access on web for the account users who should have it.
2. Open the SMBcrm Mobile app and sign in as a user with Ask AI access.
3. Tap Ask AI from the floating action button, home screen, or dashboard.
4. If you manage team rollout, use the setup banner to finish access configuration on web. The composer stays enabled for users who already have access.

Availability and notes

• Release date: June 18, 2026.
• Available version: 4.18.1, build 833.
• Status: Public.
• Platforms: iOS and Android.
• Users without access will not see Ask AI until an administrator grants access on web.
• If an account hits its monthly limit or access is blocked, an in-chat banner appears and the composer is disabled until the issue is resolved.
• If access cannot be verified while offline, the app shows a retry screen.
• Paid consent is not collected on mobile during the current free period, matching web.
• Paid-feature consent is listed to return on mobile when metered Ask AI billing goes live, aligned with web.

Inbound Call Routing by Working Hours

Released June 25, 2026

SMBcrm now lets users choose to receive inbound calls only during their working hours. When enabled, calls that arrive outside a user’s selected availability automatically skip that user and continue to the phone number’s existing backup.

The setting is off by default, so call routing does not change until it is turned on. During working hours, calls ring the user the same way they do today.

Where to Find It

Users can turn this on from Settings > My Profile in the Inbound call routing card.

Admins can also manage the setting for team members under Settings > My Staff > Edit > User Availability.

How Call Routing Works

• Direct calls: If a user is assigned and outside working hours, the call skips that user and goes to the number’s backup.
• Ring all: Only teammates outside their working hours are skipped. Anyone still within working hours rings as normal. If everyone is outside working hours, the call goes to the number’s backup.
• Call menu (IVR): If a connect step is set to ring a user who is outside working hours, that user is skipped while the other people and numbers on the step still ring. If that user was the only target, the step connects no one and the workflow continues on its normal not connected path.
• Forwarding numbers: If a user’s own phone is also set as the phone number’s forwarding number or business number, it is skipped when the user is outside working hours. This helps the call continue to the backup instead of reaching the unavailable user.

Handling Holidays and Days Off

The schedule used for this feature supports date-specific hours. These override normal weekly hours for a single date.

To mark a holiday or day off, add a date-specific day with no hours. This removes the user from inbound calls for that date without changing the regular weekly schedule.

Admin Control

Admins can control whether team members can change this setting through the Manage calendars permission.

If a staff member should not be able to change their own call availability, remove the Manage calendars permission from that role under Settings > My Staff > Roles and Permissions. When the permission is off, the Inbound call routing card cannot be used for that user, and attempts to change the setting are blocked.

Known Limitations

• Transfers are not covered in this release. This applies to inbound calls to assigned users, ring all, and call menu (IVR) steps.
• Per-user backup options are not included yet. Calls outside working hours follow the phone number’s existing backup.

Interactive Ask AI Responses in SMBcrm Mobile

Released June 25, 2026

Ask AI now supports interactive responses in the SMBcrm Mobile app, making it easier to review answers and take action from iOS or Android.

What changed

Ask AI V2 adds native mobile rendering for 10 interactive response types. Responses can include charts, data tables, code blocks, approval flows, question wizards, and other artifact types that respond to touch.

Answers stream in real time, with a live thinking indicator while the AI works. Conversation history is searchable, so you can return to prior Ask AI sessions from your phone.

This update extends SMBcrm’s AI features for users who need to review information or complete structured tasks away from a desktop.

Why it matters

• Review business insights from charts and data tables while away from your desk.
• Complete structured tasks from your phone using approval flows and question wizards.
• Resume previous Ask AI sessions with searchable conversation history.
• See responses arrive in real time instead of waiting for a completed answer.

How to use it

1. Open the SMBcrm Mobile app and tap Ask AI.
2. Enter your question in the composer bar.
3. Interact with the response by tapping charts, copying code, following a wizard, or opening Sources when web search results are available.

Availability details

• Release date: June 18, 2026
• Available version: 4.18.1 (build 833)
• Status: Public
• Platforms: iOS and Android
• Dark mode is supported across artifact types and follows your device theme.
• Model selection is available.
• A Canvas preview pipeline with 9 preview types is included but dormant and can activate through a backend toggle without requiring an app update.

Notifications Tab and Clearer Tooltips in Builders

Released June 25, 2026

SMBcrm has improved the builder experience for Forms, Surveys, and Quizzes by making Notifications easier to find and adding clearer in-product guidance.

These updates are designed to help users locate notification settings faster, understand builder options more easily, and reduce the need to leave the builder for basic guidance.

What Changed

Notifications now appear as a dedicated Notifications tab inside the builder. Previously, notification settings were accessed through an icon, which could be easy to miss, especially for newer users.

Tooltips across Forms, Surveys, and Quizzes have also been updated with clearer descriptions and more contextual messaging. Where applicable, supported tooltips now include Learn more links to relevant Help Center articles.

Why It Matters

This update improves navigation and makes key settings more discoverable inside SMBcrm’s lead capture tools. Users can now find notification preferences more directly and better understand builder settings without interrupting their workflow.

Notes

• Existing notification functionality has not changed.
• The update focuses on accessibility, navigation, and in-product guidance.
• Enhanced tooltips are available across Forms, Surveys, and Quizzes.
• Contextual Help Center links appear where applicable.

Python Support Added to Custom Code Actions

Released June 25, 2026

SMBcrm now supports Python in Custom Code Actions. When building code-based steps in workflows, you can select Python from the language dropdown.

Why It Matters

This update gives teams another option for extending automation workflows with custom logic. If your team prefers Python for scripting or automation tasks, you can now use it directly in the Custom Code Action.

WhatsApp Calling Is Available on Web and Mobile

Released June 25, 2026

WhatsApp Calling is generally available in SMBcrm on web and the SMBcrm Mobile app. Teams can make and receive real-time voice calls inside the same WhatsApp conversation, without using an external dialer or sharing another phone number.

This gives support and sales teams a faster way to resolve high-intent or complex conversations while keeping the full history inside SMBcrm communication tools.

What Changed

• Voice inside the conversation: Make and receive WhatsApp voice calls directly from the conversation view.
• Call buttons: Escalate from chat to voice with a call button inside the thread.
• Business calling hours: Set available hours and temporarily unavailable hours for breaks, holidays, or off-hours.
• Call permissions: Request permission before business-initiated calls when WhatsApp requires it.
• Mobile support: Place and receive WhatsApp calls from the SMBcrm Mobile app.
• Call logs and reporting: Inbound and outbound WhatsApp calls are logged alongside other calls, with disposition tracking available in reporting.

Activation Requirements

Before activating WhatsApp Calling, each account needs:

• A phone number in connected state
• A WhatsApp Business Account messaging limit at the 2,000 tier or higher
• A phone number that is not on coexistence

On Web

1. Go to Settings > WhatsApp > Calling and select the phone number.
2. Set a Friendly Name and choose who calls ring to under Ring WhatsApp Calls To. You can add up to 6 people.
3. Turn on Allow Voice Calls to make and receive calls.
4. Optionally enable Allow People to Request a Callback for Missed Calls and Display Call Buttons.
5. Set Available Call Hours and Temporarily Unavailable Call Hours to control when the team is reachable.

On the SMBcrm Mobile App

Use the SMBcrm Mobile app with version 4.18 or later. From a conversation, tap the call button, select WhatsApp Call, and connect.

If a call cannot be placed, the app shows why.

Routing Inbound Calls

Use Ring WhatsApp Calls To to decide who receives inbound WhatsApp calls. Add up to 6 team members, and an inbound call will ring all of them at once so the first available person can answer.

Routing options include:

• Named users: Add specific people, such as a sales team or front desk.
• Assigned owner routing: Ring the contact’s assigned owner so the customer reaches the person already managing the relationship.

Use Friendly Name to label each configuration, such as “Sales Team” or “Front Desk,” so numbers remain easier to manage across accounts.

Call Dispositions and Reporting

Every WhatsApp call ends with a Call Summary so the team can capture the outcome without leaving the conversation. The summary shows the contact, phone number, call status, and call duration, then prompts the agent to select a custom disposition.

Default dispositions include No Answer, Lead not interested, Voicemail, Follow Up, Requested Callback, and DND Spam. Account admins can edit these or add their own under Settings > Phone System > Voice > Call Dispositions, up to 10 per account.

Logging is optional, and one outcome is saved per call to keep call data clean.

Dispositions can also trigger follow-up workflows. In Automation, use a Call Details trigger, filter by Custom Disposition, and choose which outcomes should start follow-up actions such as sending an SMS or email, booking an appointment, or adding the contact to a pipeline or campaign.

Dispositions appear in Reporting > Call Reporting as a column and filter, helping teams review outcomes by user or team.

On the SMBcrm Mobile app, custom dispositions are available for iOS and Android. Disposition options appear only when the selected account matches the call’s account, so use the switch option when taking calls across multiple accounts.

Call Permission Rules

WhatsApp controls permission rules for calls, and the requirements depend on who starts the call.

Customer-Initiated Calls

When a customer calls your business, no permission is required. If Allow Voice Calls is enabled, customers can call your WhatsApp number from any country where WhatsApp is available.

Business-Initiated Calls

When your team calls a customer first, the customer must grant permission. Permission is requested through a template message with a call permission request.

The customer can choose:

• Always allow calls: Permanent permission to call them.
• Temporarily allow calls: Time-limited permission, valid for 7 days.
• Not now: The request is declined.

After permission is granted:

• You can place up to 5 connected calls in any 24-hour period during the active permission window.
• When a call connects, the limits reset and permission can be requested again right away.

Additional guardrails:

• You can send one permission request every 24 hours.
• You can send up to two requests in any 7-day period if the customer has not responded.
• If 4 calls in a row go unanswered, permission is automatically revoked and must be requested again.

These limits are set by WhatsApp.

Availability by Country

Inbound WhatsApp calls work everywhere WhatsApp is available.

Business-initiated WhatsApp calling is available in every country or region except the USA, Canada, Turkey, Egypt, Vietnam, and Nigeria, where WhatsApp does not currently permit it. In those countries, teams can still receive inbound WhatsApp calls and display call buttons so customers can call with one tap.

Why It Matters

Keeping voice calls inside WhatsApp helps teams preserve conversation context and maintain a complete logged history.

• Resolve complex questions faster than a long message thread.
• Connect with high-intent leads when they are ready to talk.
• Reduce channel switching while keeping calls tied to the contact record.
• Improve reporting with call outcomes captured at the source.

Custom Checkout Button Text for Payment Links

Released June 26, 2026

Payment Links now support custom checkout button text, giving you more control over the final call to action customers see before they complete a payment.

What changed

In the Payments & Commerce Payment Link builder, Advanced Options now includes a custom button text field.

You can choose one of the default labels, Pay, Book, or Donate, or enter your own label up to 50 characters. The custom text appears instantly in the checkout preview, so you can confirm what customers will see before publishing.

Why it matters

A checkout button that matches your offer can make the payment step clearer for customers. This is useful for subscriptions, registrations, memberships, events, services, donations, courses, and other offers where a generic button label may not fit.

With custom button text, you can:

• Match the button label to the offer
• Keep checkout language aligned with your brand
• Avoid workarounds such as changing product names just to influence the checkout CTA
• Preview the button text before saving

How to use it

1. Open Payments, then Payment Links.
2. Open an existing Payment Link or create a new one.
3. Scroll to Advanced Options.
4. Under “Call to action for payment link button,” choose Pay, Book, Donate, or enter custom text.
5. Preview the checkout button text and save when ready.

Good to know

• Custom button text is available on all Payment Link types.
• Custom labels can be up to 50 characters.
• The setting is available in the web Payment Link builder.
• Customers can see the custom text on all devices.
• Changes apply to new sessions. Customers already on a checkout page will see the previous label until they refresh.

New Marketing Templates Added in SMBcrm

Released June 27, 2026

SMBcrm added a set of marketing templates to help teams build customer-facing assets faster across websites, forms, social content, and paid ads.

These templates can support work in Websites & Funnels and other marketing workflows where a reusable starting point helps reduce setup time.

What was added

• 1 website template for Medical
• 1 form template for Home Services
• 8 social templates:
  • Home Services: 2
  • Financial: 2
  • Health & Wellness: 2
  • Business Coaching and Consulting: 2
• 2 Facebook ad templates:
  • Restaurant and Bar: Steak Restaurant
  • Travel & Hospitality: Bed & Breakfast
• 5 Google ad templates:
  • Other: Feed the Hungry Charity
  • Medical: In-Home Health Care
  • Marketing Agency: Visual Advertising Agency
  • Legal: Real Estate Law
  • Insurance: International Travel Insurance
• 5 LinkedIn ad templates:
  • Marketing Agency: SaaS Company
  • Real Estate: Real Estate Agent
  • Real Estate: Property Management
  • Marketing Agency: CRM Software
  • Business Coaching & Consulting: IT Advising

Why it matters

The added templates give teams more starting points for common marketing assets, reducing the need to begin each website page, form, social post, or ad from scratch.

Client Portal File Uploads Can Trigger Workflows

Released June 29, 2026

SMBcrm now supports a Client Portal File Uploaded workflow trigger. Teams can use Automation to start follow-up actions when a contact uploads a document through Client Portal Shared Documents.

What changed

When a contact uploads a file in Shared Documents, the trigger can start a workflow automatically. This helps teams reduce manual monitoring, avoid missed uploads, and support document-driven processes such as onboarding, reviews, approvals, and compliance workflows.

How to use the trigger

1. Go to Automation, then Workflows.
2. Create a workflow or edit an existing one.
3. Add the Client Portal File Uploaded trigger.
4. Configure the workflow actions you need.
5. Publish the workflow.

Sharing files through the Client Portal

To make a file available to a contact:

1. Open the contact record.
2. Select the Files icon in the right-side navigation panel.
3. Upload a file.
4. Select Upload to Client Portal.
5. Save the file.

The file will be available to the contact in their Client Portal.

Uploading files as a Client Portal user

Client Portal users can go to Shared Documents, select Share File, upload one or more files, and submit them. Up to 10 files can be uploaded at a time, and multiple file types are supported.

After files are submitted, the Client Portal File Uploaded trigger fires automatically.

Download Certificates and Badges in More Formats

Released June 29, 2026

SMBcrm now lets users download certificates and badges in the format that best fits their needs. This update supports more flexible credential workflows across Memberships & Education.

What changed

Certificates and badges can now be downloaded in multiple formats:

• PDF for professional printing and high-quality documents
• PNG for high-quality images with transparency
• JPG for email, websites, and social media sharing

These download options are available for both certificates and badges, giving users a more consistent experience across credential types.

Why it matters

This update makes it easier to use credentials in the format each situation requires. Users can print certificates in a professional format, share badges across different platforms, and choose the file type that best fits their workflow.

Contacts Are Faster in the SMBcrm Mobile App

Released June 30, 2026

Contacts in the SMBcrm Mobile app have been refreshed to make browsing, editing, and acting on contact details faster and clearer.

This update improves core CRM and sales workflows on mobile, including the contact list, profile card, details tab, and related activity tabs.

What changed

Contact list

• Updated header, search, smart list picker, swipe actions, and empty states
• Swipe left to call, message, share, delete, or open more actions
• More actions let you copy a contact’s name, email, phone, address, or all details

Contact profile and details

• Redesigned profile card with avatar, owner, followers, and tags in one scannable layout
• Edit button is now available in the profile header
• Profile menu includes Share, Do Not Disturb, and Delete
• Details tab includes field and folder search, filters for all fields, hidden empty fields, or only empty fields, and inline editing
• Expandable folders support tap-to-edit fields, search highlighting, copy actions, and map actions

Tabs and editing

• Activity, Tasks, Notes, Appointments, Payments, Docs & Files, and Opportunities tabs have been updated
• Tasks and Opportunities show counts on their tabs
• Create and edit flows include refreshed forms, tag editing, Do Not Disturb settings, automations, and profile photo options
• Profile photos can be added, updated, or removed from the camera or gallery

Why it matters

• Edit a contact with one tap from the profile header
• Take quick action from the list without opening extra screens
• See pending tasks and opportunities directly on their tabs
• Find contact fields faster with search and filters
• Copy details or open addresses in Maps from contact fields
• Edit custom fields inside folders without losing context

How to get started

Open Contacts in the SMBcrm Mobile app, browse or search the contact list, swipe left for quick actions, or tap a contact to open the profile. Use the Edit button in the header, tap fields under Details to edit inline, and use search or filters to customize what you see.

Availability

This update is listed as public and available now on iOS and Android for version 4.19.1, build 833.

Contact customization for hidden fields and tab ordering is noted as coming soon for the SMBcrm Mobile app after being set up on web.

Rentals Booking Is Now Available in SMBcrm

Released June 30, 2026

Rentals is now available in SMBcrm for businesses that manage bookable inventory such as equipment, vehicles, spaces, vacation properties, event setups, and similar offerings.

Unlike traditional appointment scheduling, Rentals is designed for duration-based, inventory-driven bookings. It helps teams manage availability, pricing, booking types, multi-item checkouts, payments, invoices, and rental calendars from one place.

What Rentals Supports

Custom rental listings

Create listings for each rental offering and configure details such as:

• Pricing by hour, day, week, or month
• Quantity tracking
• Variants such as size, type, or configuration
• Lead time, buffer time, and booking window rules

Inventory and availability control

Rentals tracks how many units of each listing are available for selected dates and helps prevent overbooking by blocking unavailable inventory.

Flexible pricing models

Configure pricing based on how your business rents inventory, including:

• Hourly, daily, weekly, and monthly rentals
• Day-based pricing
• Seasonal pricing
• Tiered pricing by duration and quantity
• Security deposits

Multiple booking types

Each listing can have its own booking behavior:

• Date and time selector for hourly or short-term rentals
• Date selector only for day-based or night-based rentals
• Fixed duration bookings for predefined packages, such as a 4-hour rental or 3-day bundle

Multi-item checkout

Customers can book multiple rental listings in one checkout, which is useful for bundles, event setups, or combined equipment rentals.

Customer Booking Page

Rentals includes a customizable public booking page that can display listings and categories, show real-time availability, and guide customers through the booking process.

Booking Management

Inside SMBcrm, teams can manage rental bookings by:

• Creating bookings or blocked slots manually
• Adding multiple listings to one booking
• Modifying dates, duration, quantity, or pricing
• Automatically generating invoices for every booking
• Collecting payments in-app
• Tracking booking status
• Managing bookings from Appointment List View or Calendar View

Rentals Calendar View

The Rentals Calendar View gives teams a centralized way to manage rental operations. You can view bookings across listings, identify bookings by status with color coding, filter by listing, category, booking status, or payment status, and open bookings directly from the calendar.

How to Get Started

Rentals is enabled by default for newly created accounts. It is not automatically enabled for existing accounts.

To enable or disable Rentals for one or more existing accounts:

1. Go to Agency View > Accounts.
2. Select the account or accounts you want to update.
3. Click Setup Calendars.
4. Toggle the Rentals module on or off.

Once Rentals is enabled, go to Calendars > Calendar Settings > Rentals to create a rental listing, configure pricing and inventory, adjust availability and booking settings, preview the customer booking page, and manage bookings from Appointment List View or the Rentals Calendar View.

Why It Matters

Rentals helps businesses support hourly, daily, weekly, and monthly rentals while managing inventory, quantities, variants, payments, invoices, blocked slots, and availability. It also supports calendar sync functionality for rental availability across external platforms.

Two-Step Checkout Option for Online Stores

Released June 30, 2026

SMBcrm store owners can now choose between one-step checkout and two-step checkout from the Checkout element’s Form Options in the Builder.

For teams using Payments & Commerce, this adds more flexibility to how checkout pages collect customer details, shipping information, billing details, payment, and order review.

What Changed

The Checkout element now includes a Checkout Type setting with two options:

• One-Step Checkout
• Two-Step Checkout

With two-step checkout, customers complete checkout in two parts:

1. Step 1 collects first name, last name, email, phone number, and shipping details.
2. Step 2 collects billing and payment details, shows order review, and allows the customer to place the order.

Default Behavior

One-step checkout remains the default option. Existing checkout pages will continue to work as they do today unless you choose to update them.

How to Use It

1. Open the Store Builder and edit the checkout page.
2. Select the Checkout element.
3. Go to Form Options in the settings panel.
4. Choose One-Step Checkout or Two-Step Checkout.
5. Save and publish the page.

Key Details

• Two-step checkout helps capture customer contact and shipping details earlier in the process.
• Customers can proceed to Step 2 only after valid Step 1 details are entered.
• The setting works at the Checkout element level, so different checkout pages can use different checkout types.