· Improvement
Upload and Download Folders in Media Center
Media Center now supports folder uploads, drag-and-drop folder uploads, and folder downloads as zip files while preserving folder structure.
Product Updates
Stay up to date with the latest features, improvements, and changes to SMBcrm.
SMBcrm ships new features and improvements every week. From AI-powered automation to CRM enhancements, explore everything we've built to help small businesses grow faster. Updates are organized by category so you can find what matters to your business.
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May 2026
41 updates · New Feature Website
New Marketing Templates Added to SMBcrm
SMBcrm added templates for websites, emails, forms, surveys, social posts, and ads to help teams create marketing assets faster. This update explains what
· New Feature CRM & Sales
Contact Tag Updates Now Require Confirmation
SMBcrm now asks users to apply or cancel contact tag edits, helping prevent accidental tag changes and unintended workflow triggers. This update explains what
· New Feature Automation
HubSpot Actions and Trigger Added to Workflows
SMBcrm workflows can connect with HubSpot to trigger on new contacts and run contact-focused actions such as create, search, find, and associate.
· New Feature Memberships
AskAI Helps You Build and Manage Courses
AskAI can now help create, edit, organize, and manage courses through chat, including outlines, lessons, quizzes, offers, and settings.
· New Feature
Blog Editor Adds Captions, Keywords, and Image Actions
The blog editor now supports image captions, bulk keyword entry, and image action controls for cleaner posts and faster setup. This update explains what
· New Feature Social Media
Pinterest Multi-Board Publishing in Social Planner
Social Planner now lets you publish one Pinterest pin to up to 25 boards per Pinterest account, with separate publishing and analytics per board.
· New Feature Communication
Default Values for Email Personalization
SMBcrm emails can now use fallback values for custom values, helping message content stay readable when contact data is missing. This update explains what
· New Feature Social Media
Facebook Background Text Posts in Social Planner
Create, preview, publish, and schedule colorful text-only Facebook background posts directly from Social Planner. This update explains what changed, where it
· Improvement Communication
Find Unread Messages Faster in Conversations
Unread conversations now open at the first unread message, with a “New” divider showing where unread messages begin. This update explains what changed, where it
· Improvement Reputation Integrations
Reputation Integrations Now Support Multiple Pages
SMBcrm reputation integrations now support multiple pages per platform, with page-level visibility across 52 supported review platforms.
· New Feature
Bulk Delete for Custom Objects, Companies, and Tasks
SMBcrm now supports bulk deletion across Custom Objects, Companies, and Tasks, with restore available from Bulk Actions within 60 days.
· New Feature Analytics
Dashboard Widgets for Services and Rentals
SMBcrm adds 22 dashboard widgets for service appointments and rentals, improving reporting for revenue, coupons, staff, inventory, and booking status.
· New Feature Memberships
QR Codes Are Now Supported for Certificates
Certificate Builder now supports verification and custom-link QR codes, with simple color styling and live preview while editing. This update explains what
· New Feature Automation
Resize and Expand Workflow Builder Sidebars
SMBcrm now lets you resize workflow sidebars and expand actions or triggers to full screen, giving you more room to configure detailed automations.
· New Feature Lead Capture Website
More Templates for Websites, Emails, Forms, and Ads
SMBcrm added more customizable templates across websites, emails, forms, surveys, social posts, and ad campaigns. This update explains what changed, where it
· Improvement AI Automation
AI Builder Supports Full If/Else Workflow Edits
SMBcrm AI Builder now supports fuller If/Else edits in workflows, including branches, segments, conditions, operators, and values. This update explains what
· Improvement Automation
Array Formatter Is Free with a Clearer Workflow UI
Array Formatter now runs as a $0 standard workflow execution, with clearer action descriptions, return types, icons, and output previews.
· New Feature Automation
Cal.com Workflow Triggers and Actions
SMBcrm workflows can now react to Cal.com booking events and create, cancel, reschedule, or find bookings using premium actions. This update explains what
· New Feature Communication
Chat Widget Registration Adds Smarter Checks
SMBcrm now checks whether the chat widget is installed before campaign submission, helping users fix missing-widget issues before resubmitting.
· New Feature Automation
Linear Workflow Actions and Triggers in SMBcrm
SMBcrm workflows can react to Linear events and create or update Linear records, helping teams connect customer feedback with product work.
· New Feature
Restore Deleted Blog Posts in SMBcrm
Deleted blog posts are now recoverable for 30 days, with options to restore, bulk restore, or permanently delete them from the Deleted filter.
· Improvement AI Automation
Smarter AI Assistant Responses in Workflows
The AI Assistant in workflows now provides more accurate, relevant answers across a wider range of automation questions. This update explains what changed
· New Feature AI Automation
Undo and Redo for AI Workflow Builder
AI Workflow Builder now supports undo and redo, helping users recover previous AI-generated workflow versions during the same session. This update explains what
· New Feature Social Media
Bluesky Comment Management Added to Social Planner
SMBcrm Social Planner now supports Bluesky comment management, so users can view and reply to Bluesky comments alongside other social channels. Replies support
· New Feature
Schema Markup Adds 7 More Supported Types
SMBcrm now supports 7 additional schema types in the manual schema markup flow for website and funnel pages. Users can select the added types from the existing
· New Feature AI
Visual Edits in AI Studio
Visual Edits is a new in-canvas editing mode for AI Studio that lets users adjust site elements directly in the live preview. Direct changes apply instantly
· Improvement Reputation Calendars
Blocked Slots for Rental Listings
Block rental listing availability for maintenance, internal use, and offline commitments without creating a customer booking.
· New Feature CRM & Sales
Dynamic Me Filter and Contact Notes in Opportunities
Opportunities now supports a dynamic me filter for Owner and Follower fields, plus primary contact notes in List view for faster context.
· Improvement
Quiz Results Page Styling and Builder Improvements
SMBcrm has improved the Quiz Results Page builder with more styling controls, clearer category guidance, and easier navigation while editing quiz results pages.
· New Feature AI
AI Studio Deleted Projects Are Now Marked Inactive
Deleted AI Studio projects are now automatically marked inactive. Associated preview URLs, domains, and published URLs will also become inactive after deletion.
· Improvement Analytics
Custom Metrics Add Filters, Meta Ads, and Google Analytics
Custom metrics in SMBcrm now support filters on individual metric tokens, plus Meta Ads and Google Analytics as data sources for more segmented dashboard KPIs.
· New Feature Lead Capture Analytics
Google Lead Form Attribution Now Uses Paid Search
Google Lead Form submissions now record the correct session source as Paid Search, with campaign, ad group, ad, and form details captured in contact activity.
· New Feature AI
Embedded Voice AI Widgets Add Inline Placement Controls
Voice AI widget settings now support sticky or embedded placement, avatar or visualizer modes, sizing controls, and real-time preview updates.
· New Feature Lead Capture Website
New Marketing Templates for Websites, Emails, Forms, and Ads
SMBcrm added templates for websites, emails, forms, and ad campaigns, giving teams more starting points for faster marketing builds.
· Improvement AI Automation
AI Agent Adds Call Transcript Context and Feedback Logs
AI Agent can now use call transcripts for fuller contact context and collect structured feedback from execution logs, with added stability fixes.
· Improvement AI Automation
AI Builder for Workflows Gets a Major Upgrade
SMBcrm rebuilt workflow AI Builder with streaming progress, session memory, multi-edit prompts, smarter canvas behavior, and improved Chat and Learn modes.
· New Feature Memberships
Badges Get a Dedicated Tab in the Client Portal
Badges now have a dedicated Client Portal tab where users can view issued badges, download them, and share them more easily.
· New Feature AI Communication
Conversation AI Adds Separate Bot Sleep Controls
Conversation AI now separates bot sleep controls for manual and workflow messages, while existing setups keep their current behavior.
· New Feature Mobile App
Dashboards Replace Insights in the SMBcrm Mobile App
Dashboards now replace Insights in the SMBcrm mobile app, bringing web dashboard data, filters, expanded widgets, and AI insights to mobile.
· New Feature Social Media
Social Planner CSV Uploads Now Support Video Thumbnails
Social Planner CSV and XLSX uploads now support custom video thumbnails so the first video in each bulk-uploaded post uses the selected image.
April 2026
97 updates · New Feature Automation
Add Notes to Custom Object Records with Workflows
SMBcrm workflows now support the Add Note action for custom objects. Teams can automatically save notes directly to custom object records when a workflow runs.
· Improvement Automation
Add Notes Workflow Action Supports Titles and Colors
The Add to Notes workflow action now supports optional note titles and note colors for contact notes, while existing workflows continue to work as before.
· New Feature Memberships
Certificate and Badge Editing Improvements
SMBcrm improved certificate and badge editing with hover highlighting, predictable resizing, text shortcuts, and cleaner paste handling.
· New Feature Communication
Clearer Email Failure Messages in Conversations
SMBcrm now shows clearer error messages when emails fail in Conversations, helping users troubleshoot without losing their place.
· Improvement Communication
Conversation Message Details Now Show App Source
Conversation message details now show which marketplace app or custom provider sent a message, including app name and ID for troubleshooting.
· Improvement Memberships
Meeting Rooms Add Seamless Rejoin and Smarter Host Controls
Meeting Rooms now help hosts rejoin after refreshes, connection drops, or permission issues, with controls that keep meetings moving.
· New Feature
Custom Product Detail Pages Now Inherit Default Design
Custom Product Detail Pages now inherit the default product detail design, giving store builders a complete layout to edit for selected products.
· New Feature AI Automation
Mistral AI Workflow Actions
SMBcrm workflows now support Mistral AI actions for chat completion, embeddings, and image analysis inside automated processes.
· New Feature Automation Communication
Email Verification in Workflows
Verify contact email addresses inside workflows before sending. Reduce bounces, improve deliverability, and protect sender reputation.
· New Feature Website
New Marketing Templates Available in SMBcrm
SMBcrm added templates for websites, email, forms, surveys, social posts, and ad creative to speed campaign and page setup.
· New Feature
Safer Store Deletion Behavior
Deleting a store now removes only store-related pages and leaves the rest of your website intact. Website deletion behavior remains unchanged.
· New Feature Social Media Memberships
Social Planner Comments Now Support Communities
Social Planner Comment Management now includes community comments, letting teams view and reply from one place without switching platforms.
· New Feature Commerce
Terms and Privacy Consent at Store Checkout
Store Checkout supports a required consent checkbox for Terms and Privacy Policy acceptance before payment, giving merchants compliance control.
· New Feature CRM & Sales
Opportunity Smart Lists
Save and reuse customized opportunity views with filters, sorting, and fields. Share, export, and set as default for specific pipelines.
· New Feature
Printful Shipping Profiles Now Auto-Configure for Live Rates
Printful shipping profile is auto-managed for live shipping rates at checkout, reducing setup work and preventing configuration issues.
· New Feature Lead Capture Calendars
Affiliate Pay Per Sale for Forms, Surveys, and Calendars
Pay per sale commissions for affiliate campaigns linked to forms, surveys, and calendars. Reward affiliates on completed revenue, not just leads.
· Improvement AI
AI Pages Adds Color Previews and Image Regeneration
AI Pages adds live color palette previews, per-image regeneration, and expanded section variants for more control over AI-generated WordPress pages.
· Improvement Automation CRM & Sales
Custom Date Reminders Now Support More CRM Record Types
Custom date reminders work across opportunities, companies, and custom objects, expanding date-based automation beyond contact date fields.
· New Feature Website
Delete Schema Markup from Website and Funnel Pages
Remove schema markup from Website and Funnel Builder pages. Delete individual schemas or clear all using Form View, JSON View, or AI chat.
· Improvement Memberships
Lesson Experience Upgrades for Courses
Smoother video playback, easier lesson completion, and new course-level controls for autoplay and auto-completion to reduce learner friction.
· New Feature
Locale-Based Currency Formatting for Store Elements
Store prices display in a locale-aware format based on page language and visitor location, across listings, product pages, cart, and checkout.
· New Feature Integrations
Security Update for Inactive API Keys and Tokens
Legacy v1 API keys inactive for 90+ days auto-expire, and Private Integration Tokens are reinforced for new credentials going forward.
· New Feature AI Communication Calendars
Services Calendar Improvements for Booking, Pricing, and AI
Services Calendar booking gets clearer pricing, better service selection, and fixes for AI service knowledge responses to reduce booking confusion.
· Improvement Lead Capture
Updated Default Theme for Forms, Surveys, and Quizzes
Cleaner visual style and improved component consistency, plus upgrades to file uploads, payments, empty states, date fields, and signature fields.
· Improvement Communication
Add Email Attachments from the Media Library
Add email attachments in workflow email actions using files from the Media Library or device uploads, streamlining reuse and speeding up setup.
· New Feature CRM & Sales
Manage Smart List UI Update in Contacts
Manage Smart List in Contacts gets a cleaner interface, improved usability, and consistent design. Available in Labs for early access.
· New Feature Memberships
Personal Meeting Links and Recordings Hub
Live sessions get reusable personal meeting links, a centralized recordings hub, and improved noise cancellation for simpler hosting.
· New Feature Website
New Marketing Templates Available
More ready-to-use templates for websites, email, forms, surveys, social content, and Google Ads, plus a business coaching and consulting package.
· Improvement AI Automation Communication
AI Agent Actions Can Access Full Conversation History
AI Agent actions in workflows use a contact's full conversation history across channels before responding, giving replies more context.
· New Feature AI Automation
AI Agent Actions Now Support MCP Tools
AI Agent actions in workflows can connect to MCP-compatible servers as tools, accessing external apps, services, and live data during runs.
· New Feature AI Automation
AI Agent Workflow Action Uses Fewer Tokens
AI Agent workflow action uses fewer tokens per execution without reducing output quality, lowering usage-based cost for scaling AI automations.
· New Feature AI
AI Studio Enhancements and Fixes
AI Studio now retains more project history, keeps context across builder sessions, improves thinking feedback, and makes cloning more reliable.
· New Feature AI Website
Ask AI for WhatsApp Campaigns and Template Management
Manage WhatsApp templates, sends, flows, onboarding checks, and performance from a single chat using plain-language prompts.
· New Feature Memberships
Newsletter Time Configuration
Community admins choose when newsletters send, including time, day, date, and timezone, for tighter scheduling and member engagement.
· Improvement Calendars
Smarter End Date Selection on the Rentals Booking Page
The Rentals booking page now opens the end date picker in the same month as the selected start date. This reduces extra navigation and makes booking faster.
· New Feature Automation
Apify Actions and Triggers in Workflows
Workflows support Apify actions and triggers. Run tasks, actors, and scrape data inside automations without webhooks or third-party connectors.
· Improvement Automation
Drag and Move Workflow Nodes in the Builder
Drag and move workflow nodes directly on the canvas to reorganize actions and branches without deleting steps or moving each node from a menu.
· New Feature Website Memberships
Funnels Can Now Be Added as Course Lessons
Add funnels directly inside courses as lessons, combining learning content with guided actions, lead capture, offers, and multi-step experiences.
· New Feature Automation Communication
Inbound Email Trigger for Workflows
Start a workflow when an inbound email reaches your mailbox to automate lead capture, routing, support intake, and follow-up from the start.
· New Feature Memberships
Live Sessions in Courses
Live sessions inside courses support one-time and recurring scheduling, notifications, and recordings to manage live learning in one place.
· Improvement Commerce Memberships
Tax Support Added to Course Offer Checkout
Course offer checkout supports automatic tax calculation and a clear tax breakdown, giving buyers visibility into total pricing before they pay.
· New Feature Website Calendars
Assigned User Custom Values in Funnels and Calendars
Assigned user custom values populate consistently after a booking, usable on the next funnel step and in calendar confirmation thank-you messages.
· Improvement Calendars
Control Service Image Visibility on the Booking Page
Global setting toggles service images on the booking page. When hidden, the layout shifts to a cleaner, text-first view across the flow.
· Improvement Calendars
Easier Calendar Setup with Auto-Navigation to Missing Fields
Calendar setup auto-navigates to missing required fields when saving, highlighting errors in the current or correct tab for faster fixes.
· New Feature Lead Capture Calendars
Extended Conditional Logic Support in Calendar Booking Forms
Calendar booking flows with custom forms now consistently apply lead disqualification, redirects, custom messages, and show/hide field logic.
· Improvement Calendars
Improved Equal Distribution in Round Robin Calendars
Round robin distribution now balances appointments more consistently. Bookings are evaluated by month and prioritize the least-booked available member.
· New Feature
Improved Store Element Visibility in Builder
Store elements are easier to find in the Builder, with placement that adjusts based on whether a store exists in the account.
· Improvement Calendars
More Control Over Service Discovery in Booking
Choose whether customers can browse beyond the service or category link they started from, balancing focused flows with broader discovery.
· Improvement Calendars
Category-First Booking for Services
Optional category-first booking flow lets customers choose a category before selecting a service, simplifying booking for broader service menus.
· New Feature CRM & Sales
Opportunity Forecasting
Forecast tab in Opportunities estimates revenue, monitors pipeline health, and spots deal risk using close dates and probability-based forecasting.
· New Feature Communication
Carrier Fee Pricing Update for AT&T and Verizon
Messaging carrier fees for AT&T and Verizon are updating. Specific SMS and MMS rates change starting April 1, 2026 and May 1, 2026.
· New Feature AI Communication
Conversation AI Adds KB Triggers and Instructions
Conversation AI supports optional Knowledge Base triggers and instructions for greater control over when AI prioritizes KB content.
· New Feature AI Website
Funnel and Website AI Improves Page Generation and Cloning
Funnel and Website AI improves first-generation page quality, section cohesion, imagery, clone-with-changes, plus per-section progress.
· New Feature
Make Voice Calls Using Your Existing Phone Number
Place voice calls from SMBcrm using a phone number you already own. Verify your number and complete a one-time identity check to start calling.
· New Feature Communication Lead Capture Website
More Templates for Websites, Email, Forms, and Ads
More templates across websites, email, forms, surveys, social content, and Google Ads, covering common business and industry use cases.
· Improvement Integrations
Facebook Integration Enhancements
Search loaded Pages and Ad Accounts by name, plus view ad images tied to Click-to-Messenger conversation starts for added context.
· New Feature Memberships
Import Content From Another Course
Import lessons, modules, or an entire course structure from one course into another in the Courses Builder to speed up creation and reuse content.
· Improvement Lead Capture
Smoother Drag-and-Drop in Forms, Surveys, and Quizzes
Form, survey, and quiz builder gets clearer visual feedback and automatic scrolling when rearranging elements in longer builds.
· New Feature Social Media
Social Planner: Instagram Post Sync (Beta)
Auto-import Instagram posts from the last 30 days into Social Planner, with likes and comments refreshing every 24 hours for unified management.
· New Feature AI Website
AI Studio Code Editor in the Website Builder
View, edit, and manage website code inside the builder with real-time editing, project-wide search, version history, and AI-assisted error handling.
· New Feature AI
AI Studio Improves Agent Tasking with Todo Manager
AI Studio's Todo Manager makes multi-step agent workflows more reliable, with better task transitions, progress visibility, and context awareness.
· New Feature CRM & Sales
Contact Page Customization Is Available in Labs
Contact page customization in Labs lets teams create role-based layouts, organize modules, and control which fields show for different users.
· Improvement Automation CRM & Sales
Contact Tag Trigger Adds Configuration Safeguards
Two new safeguards on the Contact Tag trigger clarify retroactive enrollment behavior and warn before saving a trigger without filters.
· New Feature Memberships
Courses Settings UI Now Available in Labs
Courses Settings in Labs gets a cleaner interface, faster performance, and improved setup tools for managing settings and client portal options.
· Improvement Automation
Drip Action Upgrades for Schedule Visibility
Drip action gets clearer schedule previews, better in-workflow visibility, and more reliable pacing across draft and published states.
· New Feature Communication
Mixed Consent Support Added to Chat Widget A2P Registration
Register mixed-use messaging via chat widget A2P with separate marketing and informational consent in one setup, with system-controlled disclosures.
· Improvement Website
Nested Folders for Campaigns, Templates, and Sequences
Nested folders for campaigns, templates, and sequences make it easier to organize assets with a clearer structure as your account grows.
· Improvement Automation
Smarter Field Pickers in Workflows
The field picker in Custom Values and If/Else steps surfaces fields inside nested folders with a consistent selection experience.
· New Feature
WhatsApp Onboarding Now Supports Connect, Create, or Migrate
Three setup paths: connect an existing WhatsApp Business App, create a new account, or migrate from another provider. Eligible accounts get 555 numbers.
· Improvement Automation
Add Task: Flexible Due Dates and Rich Text
The Add Task workflow action now supports due dates in days, weeks, months, or years, plus optional due times and a live preview. Task descriptions.
· New Feature AI Automation
AI Agent Action Added to Workflows
SMBcrm workflows now include an AI Agent action that can reason through tasks, use available tools, and return structured outputs in a single step. It.
· Improvement Memberships
Communities Events Now Support Live Rooms
Communities Events can now host live sessions directly with Live Rooms, or use Zoom, Google Meet, or another meeting link. This gives attendees a more.
· Improvement Communication
Conversation Notifications for Followers
Users can now get notifications for new messages in conversations they follow. In-app alerts are enabled by default, with email and SMS available based.
· Improvement Communication
Conversations Usability Improvements
SMBcrm updated Conversations to make bulk selection easier and internal comments faster to access. These changes reduce friction in everyday.
· New Feature Memberships
Meetings Now Support Reusable Personal Links
Meetings in the client portal now support reusable personal links for one-time and recurring sessions. This makes it easier to share one link and use.
· New Feature
Packing Slip Updates: Order Notes and SKU Support
Packing slips now show customer order notes and product SKUs. This helps merchants process orders more clearly and gives fulfillment teams better context.
· New Feature Lead Capture
Schema Markup Form View Now Shows Missing Fields
Schema markup in form view now alerts users when some fields cannot be displayed. The warning helps users identify missing fields and switch to JSON.
· New Feature Social Media
Social Planner Adds Magic Link Post Approvals
Social Planner now lets you share secure approval links for posts so clients and stakeholders can review, approve, reject, or request changes without.
· New Feature AI
Voice AI Full-Screen Agent Builder
SMBcrm has redesigned the Voice AI agent builder into a full-screen workspace. It brings setup, testing, and publishing into one view so users can work.
· New Feature AI
AI Studio: Navigation, Previews, and Reliability
AI Studio gets easier folder navigation, clearer dependency activity, plus fixes for previews, project restores, and agent reliability.
· New Feature Communication
Digital Product Delivery by Email and Instant Access
SMBcrm now supports more flexible digital product fulfillment for ecommerce stores. You can deliver files by email, share external URLs, and give.
· New Feature Website
Template Library Update
SMBcrm has added more templates across websites, email, forms, surveys, social content, and Google Ads. This update expands the available starting.
· New Feature Lead Capture
Ad Manager UI and UX Revamp
SMBcrm has updated Ad Manager with a redesigned interface across campaign creation, review, and performance tracking. The update improves navigation.
· Improvement Automation
Advanced Builder UX: Stats, Layout, Click Feedback
SMBcrm updated the Advanced Builder with more flexible stats controls, improved layout behavior, a cleaner default AI Builder screen, and clearer click.
· New Feature AI Automation
AI Builder Improves Data Linking for AI Actions and Tasks
SMBcrm has improved how AI Builder passes data into AI actions and Create Task steps. This reduces cleanup, improves output quality, and makes.
· Improvement AI Automation
AI Builder Clarifies Missing Details Before Workflows
AI Builder asks targeted follow-up questions when key workflow details are missing, producing more accurate automation drafts from a single prompt.
· Improvement Calendars
Calendars: Buy Now, Pay Later with Klarna and Affirm
SMBcrm now supports Buy Now, Pay Later options for bookings with Klarna and Affirm. Eligible customers can choose installment payments during checkout.
· New Feature CRM & Sales
Documents Now Transfer During Contact Merges
Documents from secondary contacts transfer automatically to the primary contact during merges, preserving files and eliminating manual re-uploads.
· New Feature AI Communication
Embed the Live Chat Widget Inside Your Pages
You can now place the SMBcrm Live Chat Widget directly inside website and funnel content instead of only using a floating chat bubble. This gives you.
· New Feature Commerce
Gift Cards Are Now Available in SMBcrm
Businesses can now create, sell, send, track, and redeem gift cards inside SMBcrm. The update adds gift card products, gift card orders, and redemption.
· Improvement Calendars
Services Booking Experience Enhancements
Services booking gets improved setup, appointment clarity, and customer-facing checkout flow updates in the app and on the booking page.
· New Feature Social Media
Social Planner Stats Add Date Ranges and Comparisons
Social Planner statistics now support custom date ranges and comparisons against a previous period. This gives users more flexible reporting beyond the.
· New Feature Automation
Workflow Builder Now Includes Find and Replace
You can now search within a single workflow for custom values, tags, or text and replace supported custom values and tags faster. This helps you update.
· Improvement Automation Calendars
Appointment Triggers Now Support Appointment Guests
Appointment workflow triggers can enroll guests alongside the primary contact, automating reminders, confirmations, and follow-ups for every attendee.
· Improvement
Improved Border Controls in Page Builder
Page Builder now uses a more consistent border settings panel across supported elements. You can adjust border width and radius individually for each.
· Improvement Reputation
Reviews Overview Dashboard Now Available in Labs
SMBcrm has added a Reviews Overview Dashboard in Labs to help you track reputation performance in one place. It includes review trends, source.
· Improvement Automation
Workflow Trigger Stats Now Show Enrollments at a Glance
Workflow builder trigger stats show active enrollments, total enrollments, and recent trigger activity in one view, no extra navigation.
March 2026
101 updates · New Feature
Documents & Contracts: Collect Card Details
You can now add a Card Details field to Documents & Contracts to collect and securely save a signer’s card during document completion. Saved cards can.
· New Feature Communication
Preference Management Refinements
SMBcrm updated Preference Management to make setup and editing clearer and safer. The changes include editable category names, longer name limits.
· New Feature Communication
Sole Proprietor Support in Chat Widget A2P Registration
Sole Proprietor accounts can now complete A2P registration through the chat widget flow. The system auto-detects the account type, pre-selects the.
· Improvement Lead Capture
Brand Board Colors in the Forms and Surveys Color Picker
Saved Brand Board colors are now available directly in the Forms and Surveys color picker. This helps teams keep styling consistent without manually.
· Improvement Memberships
Communities: Multi-Group Import Support
Community imports now support bringing multiple groups into one community space. Imported posts and comments also keep their correct chronological.
· Improvement Calendars
Date-Based Booking Windows for Services
SMBcrm now supports date-based booking windows for Services. You can set fixed start and end dates for availability instead of relying only on a.
· Improvement Calendars
Global Booking Settings for Pricing and Coupons
SMBcrm now lets you control how pricing and coupon fields appear on booking pages. You can hide coupon codes and choose whether services show a full.
· Improvement Calendars
Improved Sync for Missed and Upcoming Appointments
SMBcrm now improves calendar sync reliability when a calendar connection is restored, replaced, or updated. Upcoming appointments created during a.
· Improvement
Receive Incoming Calls From Private or Anonymous Numbers
Accounts can now receive inbound calls even when the caller hides their number. Private callers are saved with a default contact name and tag so they.
· New Feature Communication Social Media
TikTok Comments Are Now Supported in Social Planner
You can now view and reply to TikTok comments directly in Social Planner. This helps teams manage social engagement in one place and respond faster.
· New Feature Website
New Marketing Templates Added
SMBcrm has added several new templates for websites, email, forms, surveys, and ads. The update includes industry-specific options for real estate.
· Improvement CRM & Sales
Advanced Filters Revamp for Opportunities and Smart Tags
SMBcrm has updated Advanced Filters for Opportunities and Smart Tags with a cleaner interface, expanded date operators, nested logic, and better stage.
· New Feature AI Communication
Inbound Email Support in SMBcrm Conversation AI
SMBcrm Conversation AI now supports email as a channel for automated inbound responses. Teams can reply to incoming emails using the same AI-driven.
· Improvement Lead Capture Integrations
Media Picker Integration for Forms, Surveys, and Quizzes
Forms, surveys, and quizzes now connect to the centralized Media Center for selecting, uploading, and reusing images. This creates a more consistent.
· New Feature CRM & Sales
Pipeline Navigation Improvements and Stage Colors
Faster pipeline setup and editing in Opportunities, plus stage colors that appear across Kanban and list views for clearer deal status.
· New Feature Communication
Conversations SLA Performance Dashboard
SMBcrm now includes an SLA Performance Dashboard in Conversations analytics to help admins track response times, SLA adherence, and performance trends.
· Improvement Communication
Email Blocking for Invalid or Restricted Domains
SMBcrm now blocks emails sent to invalid or restricted domains before they are sent. This helps reduce delivery failures, protect sender reputation.
· New Feature Automation
Fathom Actions and Triggers in Workflows
SMBcrm workflows now support Fathom triggers and actions for recordings, transcripts, and summaries. This helps users automate follow-ups, task.
· Improvement Analytics
Redesigned Messaging Analytics in Phone Settings
Messaging Analytics in Phone Settings has been redesigned with clearer reporting, trend comparisons, and detailed message logs. The updated experience.
· New Feature AI Communication Calendars
Services Calendar booking in Conversation AI
Customers can now book Services Calendar appointments through chat in Conversation AI across supported channels. The update also supports rescheduling.
· Improvement AI Automation
Workflow AI Builder Reliability Improvements
SMBcrm improved Workflow AI Builder reliability to reduce generation errors and make workflow creation more consistent. The update eliminates.
· New Feature
Custom Fields UI Revamp
SMBcrm has updated the custom fields interface to make it cleaner and easier to use without changing existing functionality. The update improves.
· Improvement Integrations
Google Business Profile Connection Enhancements
SMBcrm has improved the Google Business Profile connection flow with clearer guidance when no pages are available and more flexible search options.
· Improvement AI Automation
Workflow AI Builder Enabled by Default for Agencies
Workflow AI Builder is now enabled by default for agencies, with faster generation, better accuracy, and several workflow-building improvements. The.
· New Feature Commerce Mobile App
Add Attachments to Invoices and Estimates on Mobile
You can now attach supporting files to invoices and estimates from the SMBcrm Mobile app. Files can be added from Media Storage, your camera, gallery.
· Improvement Calendars
Let Customers Enter the Service Address During Booking
SMBcrm now supports a booking option that lets customers enter the service address when scheduling an appointment. This helps businesses that provide.
· Improvement Automation
Math Operation Outputs Can Now Be Reused in Workflows
Math Operation results can now be used in later workflow steps as output variables. This reduces the need to write values to a field just to reference.
· New Feature Automation
Media Storage Is Now Available in Workflow Attachments
You can now attach files from Media Storage directly in supported workflow actions. This makes it easier to reuse existing assets without re-uploading.
· New Feature CRM & Sales Commerce Mobile App
Mobile Payments Tab in Contacts and Opportunities
The SMBcrm Mobile app now includes a Payments tab inside contact and opportunity records. Users can create invoices and estimates, charge customers.
· New Feature Commerce Mobile App
Payment Schedules for Estimates in SMBcrm Mobile
You can now split estimate payments into scheduled installments in SMBcrm Mobile. This makes it easier to collect deposits, set due dates, and give.
· New Feature CRM & Sales Mobile App
SMBcrm Mobile App: Manage Cards on File for Contacts
You can now save, use, and remove cards on file for a contact in the SMBcrm Mobile app. This makes repeat payments faster and keeps payment methods.
· New Feature Automation
Workflow Builder Keyboard Shortcuts
Keyboard shortcuts are now available in the standard workflow builder to speed up editing, navigation, zoom controls, panel access, and saving. This.
· New Feature
Improved A2P Campaign Rejection Feedback
A2P campaign rejections now include clearer guidance on what went wrong and what to fix before resubmitting. Users can open detailed feedback for each.
· New Feature CRM & Sales
Opportunities Moved to a Dedicated Tab on the Contact Page
Opportunities are now easier to find on the contact page with a dedicated tab in the right panel. During the transition, they remain available from the.
· Improvement Reputation
Reputation Review Requests Now Include Search and Filters
The Review Request page now includes search and filtering tools to help users find requests faster. This makes it easier to manage high volumes of.
· New Feature Automation
Set a Default Path for Workflow Branches
You can now choose which branch acts as the default path in workflows with multiple parallel branches. This makes workflow testing and cross-workflow.
· New Feature Automation CRM & Sales Website
Website Field Added to the Contact Changed Trigger
You can now use the Website contact field in the Contact Changed trigger. This makes it possible to start automations when a contact's website is updated.
· New Feature
Blog Domain Management and Sitemap Improvements
SMBcrm now lets you create a blog before connecting a domain, manage or remove blog domains in settings, use custom values in key SEO fields, and keep.
· New Feature Communication Lead Capture
Access Form Submissions in Conversations
Form submissions appear directly inside conversation threads, so you can review what a contact submitted without leaving the inbox.
· New Feature AI
AI Blog Post Creation in SMBcrm
SMBcrm now includes AI-powered blog post creation with topic-based generation, custom prompt workflows, and built-in editing tools. Users can generate.
· New Feature Website Analytics
Analytics Filters for Funnels, Websites, and Webinars
SMBcrm now supports filters in analytics for funnels, websites, and webinars. You can narrow results by dimensions like country, channel, page title.
· New Feature CRM & Sales
Associate Companies with Custom Objects and Opportunities
SMBcrm now supports direct company associations with custom objects and opportunities. This gives teams more flexible relationship mapping, better.
· New Feature Commerce
Coupons Now Support Product Price and Variant Targeting
Coupons can now be applied to specific prices or variants within a product instead of only the full product. The update also extends this logic to.
· Improvement Website
Enhanced Meta Pixel Tracking for Websites and Funnels
SMBcrm has improved Meta Pixel tracking across supported website, funnel, and checkout experiences. Standard Meta events now work through both the.
· Improvement Commerce
Invoices Now Enable Auto-Payment by Default
Invoices with payment schedules and recurring invoices now have auto-payment enabled by default when sent from the dashboard. You can still turn it off.
· Improvement Lead Capture
More Image Layout Controls in Forms and Surveys
SMBcrm now includes more image layout controls in forms and surveys. Users can adjust image placement, spacing, focal points, and survey slide-level.
· New Feature Lead Capture Website
New Templates for Websites, Emails, Forms, Surveys, and Ads
SMBcrm added a new set of templates across websites, email, forms, surveys, social posts, and ads. These additions give customers more ready-to-use.
· Improvement CRM & Sales
Opportunities Smart Tags Limit Increased to 60
Smart Tags in Opportunities now support up to 60 tags per account. This gives teams more flexibility when organizing and tracking opportunities.
· New Feature CRM & Sales
Sort Opportunities by Custom Fields
You can now sort opportunities using supported custom fields in your pipeline views. This makes it easier to organize deals based on the data your team.
· Improvement
Calls Now Go to Voicemail When No Forwarding Is Set
Inbound calls to phone numbers without an assigned user or forwarding number are now sent to voicemail instead of being rejected. This helps prevent.
· Improvement CRM & Sales Calendars
Improved Appointment Booking in Opportunities
Appointment booking and editing inside Opportunities now uses the same scheduling experience available across meetings, services, and rentals. This.
· Improvement
More QR Code Styling Options in SMBcrm
SMBcrm now includes more QR code design controls, including rounded and circular shapes, border and frame color options, and rim text for clearer calls.
· New Feature Automation
Asana Workflow Actions Add Find Project and Section
SMBcrm workflows now support actions to find Asana projects and project sections dynamically. This helps users avoid hardcoded IDs and route tasks to.
· New Feature CRM & Sales
Collapse and Resize Pipeline Stages in Kanban View
You can now collapse, expand, and resize stages in the Opportunities Kanban view. Layout preferences are saved per user, making it easier to focus on.
· New Feature CRM & Sales
Smarter Notes on the Contacts Page
Add titles, color-code, attach files, pin important notes, and search across them on the contacts page for faster context on every contact.
· New Feature AI Website
AI Schema Markup in the Website and Funnel Builder
SMBcrm now lets you generate, edit, and remove schema markup with AI inside the Website and Funnel Builder. The AI reads page content, suggests the.
· New Feature
Dialer Updates: Auto-Minimize, Pin, and Drag
The SMBcrm dialer now minimizes automatically when you click outside it, with added options to pin it open and drag it anywhere on screen. Pinned.
· New Feature AI Communication
Email AI Uses Your Knowledge Base for Better Responses
Email AI can now reference your knowledge base articles when generating replies. This helps produce more accurate, current, and context-aware email.
· New Feature Communication Website
More Templates Added for Websites, Ads, Email, and Social
SMBcrm has added more templates across websites, email, forms, surveys, social content, and ad creatives. These additions give teams more ready-made.
· New Feature
Advanced Filters 2.0 Improves Smartlist Filtering
SMBcrm has improved advanced filtering in Smartlists with more consistent operators across date, string, and numeric fields. The update also adds.
· Improvement AI Automation
AI Builder Can Now Configure and Rename Workflows
SMBcrm users can now use AI prompts to rename workflows and update core workflow settings without opening the settings panel. This reduces manual setup.
· New Feature AI Communication Website
Import Email Templates with AI
You can now turn emails from your inbox or another marketing platform into fully editable templates in Email AI. This helps you reuse existing.
· New Feature Commerce
Shipping Rates Now Sort by Lowest Price at Checkout
Shipping options in SMBcrm checkout now display from lowest to highest price. The lowest-cost option, including free shipping when available, is.
· New Feature Commerce
ACH Bank Transfers for US and Canada Accounts Using NMI
SMBcrm now supports ACH bank transfers through NMI for US and Canada accounts. This adds a lower-cost payment option for invoices, recurring invoices.
· New Feature Lead Capture
Advanced Preview and Shareable Links for Meta Ad Campaigns
SMBcrm now supports advanced previews for Meta ads across multiple placements and lets you copy a shareable preview link after a campaign is published.
· New Feature
Customize Product Details Page Layout on Desktop
SMBcrm now includes more desktop layout controls for Product Details Pages in Store Builder. You can choose media position and image size to better.
· New Feature
Image Zoom Options for Product Pages
Configurable image zoom on product pages: no zoom, click and hover zoom, or fullscreen lightbox for desktop and mobile shopping.
· New Feature
More Product Media Layout Options for Product Details Pages
SMBcrm now supports more product media layout options on Product Details Pages. Merchants can choose Gallery, Carousel, or Two Column on desktop, with.
· New Feature
Variant Image Sync on the Product Details Page
Product variant selections can now update the product image on the product details page when an image is assigned to that variant. This helps shoppers.
· New Feature
Variant Selector Display Options on Product Pages
Dropdown or pill-style variant selectors on product pages, with aligned behavior across pricing, quantity, and inventory displays.
· New Feature Social Media
Facebook Post Sync in Social Planner
Social Planner can now automatically sync existing Facebook posts, including recent post history, media, and refreshed insights, so past and scheduled.
· Improvement Calendars
Drag to Create Bookings in the Rentals Calendar
You can now create rental bookings directly from the Rentals Calendar by clicking and dragging across future dates or time slots.
· Improvement Calendars
Enhanced Appointment Visibility for Followers
Team members who follow a contact can now view that contact’s appointments when the right visibility and calendar permissions are enabled.
· Improvement Reputation
Improved Review Link Setup in Reputation
Reputation Review Link setup is streamlined with fewer manual steps and clearer status visibility, all in one place instead of scattered settings.
· New Feature Reputation
Listings Now Available in 27 More Countries
SMBcrm Listings is now available in 27 additional countries. This is a configuration update only, with no changes to pricing or the existing setup flow.
· Improvement Automation CRM & Sales
Merge Duplicate Contacts Inside Workflows
Workflows can automatically identify and merge duplicate contacts, reducing manual cleanup and keeping records accurate for downstream automation.
· Improvement Commerce Calendars
Rental Bookings: Payments Tab and Booking Flow Improvements
SMBcrm now includes a dedicated Payments tab inside rental bookings, plus clearer payment summaries, smarter invoice updates, and a cleaner create/edit.
· Improvement Calendars
Smarter Bulk Schedule Editing for Multi-User Calendars
Bulk editing availability in multi-user calendars is now clearer and safer, with better visibility into weekly and date-specific hours plus smarter.
· Improvement Calendars
Taxes are now supported for Rentals
You can now configure manual taxes for rental listings in SMBcrm. Once set up, taxes are automatically applied to future rental bookings, including.
· New Feature Memberships
Welcome Badges Are Now Automatically Issued for Courses
New courses now include a Welcome Badge that is automatically issued when a learner enrolls for the first time, with simple controls for creators.
· Improvement Analytics
Dashboard and Report Filters Now Persist by User
SMBcrm dashboards and custom reports now remember selected date ranges and filters by user. This reduces repeat setup and keeps report emails.
· New Feature
Notes for Custom Objects
You can now create and manage notes directly on custom object records. This helps teams keep record-specific context in one place and find important.
· Improvement Reputation
Virtual Businesses Added to Reputation Competitor Analysis
Reputation Competitor Analysis now supports virtual and service-area businesses, letting you track competitors without a physical storefront.
· New Feature Automation Commerce Reputation
Workflow Goal Events for Invoice Payments and Review Clicks
SMBcrm workflows now support Goal Events for Invoice Paid and Review Request Clicked. These options help move contacts forward based on payment.
· New Feature Communication Lead Capture Website
New Templates for Websites, Email, Forms, and Facebook Ads
SMBcrm has added new templates for websites, email, forms, surveys, social posts, and Facebook ads. The update expands the available template library.
· New Feature Lead Capture Website
Ad Manager Adds Website and Hybrid Meta Lead Options
Ad Manager now supports website and hybrid conversion locations for Meta lead generation campaigns. Users can choose where conversions happen, set a.
· Improvement AI Automation
AI Builder Adds a To-Do List for Workflow Setup
AI Builder now shows a To-Do List for workflow steps that still need manual input. This helps you catch incomplete actions and triggers before publishing.
· Improvement Calendars
Appointment Status Changes Skip External Emails
Marking an appointment as Showed or No Show no longer sends external update emails through connected calendars. Internal status tracking, reporting.
· New Feature Automation
Assign to User Now Skips Inactive Users in Workflows
SMBcrm workflows now revalidate assigned users at runtime when using Assign to User with Split Traffic. Inactive or deleted users are skipped to help.
· New Feature Communication
Export Email Marketing Data from Email Statistics
SMBcrm users can now export email performance data from the Email Statistics section as a CSV file. Exports include key metrics and are delivered by.
· New Feature Automation
Sticky Notes 2.0 Comes to the Standard Workflow Builder
Sticky Notes 2.0 is now available in the Standard Workflow Builder. Teams can add images, color-code branches, and leave formatted notes directly on.
· New Feature Communication
Pre-Built A2P Campaign Registration for Chat Widget Opt-Ins
SMBcrm has added a pre-built A2P campaign registration flow centered on Chat Widget opt-ins. It automates key compliance steps to help reduce rejection.
· New Feature Commerce
Add Cost Price and Margin to Products
You can now add a cost price and margin to each product price or variant in SMBcrm. This helps you track profitability directly in products, invoices.
· Improvement AI Automation
AI-Powered Field Tooltips in Workflows
Workflow action fields now include AI-powered tooltips that explain what a field does without leaving the builder. The feature is currently being.
· New Feature Automation CRM & Sales
Assign Contacts to the User Who Answered an IVR Call
Workflows can now use IVR Connect Call variables to assign a contact to the user who answered the call. The same variables can also be used in notes.
· New Feature Automation CRM & Sales
Company Variables in Contact-Based Workflows
You can now use company fields inside contact-based workflows. This makes it easier to personalize messages and route automation based on company.
· New Feature Automation
Connect Call in Workflows Now Supports Call Whisper
The Connect Call action in workflows now supports an optional Call Whisper message. This lets the person answering hear private context before the.
· New Feature Automation
Fixed: If/Else Branching for UTM Campaign Attribution
A workflow inconsistency has been fixed for UTM Campaign attribution. If/Else conditions now use the same fallback behavior as the custom value picker.
· New Feature Calendars
Rentals for Flexible Multi-Day Bookings
SMBcrm now includes Rentals in Calendars for businesses that manage bookable inventory. It supports duration-based bookings, inventory tracking.
· Improvement Calendars
Smarter Booking Period Controls for Rentals
SMBcrm has improved Rentals booking periods so time selection can be controlled at the listing level. This makes booking behavior clearer, reduces.
· Improvement Automation
Trigger Descriptions in Workflow Builder
Workflow triggers now include built-in descriptions in the Workflow Builder. Users can see what each trigger does and when it runs while browsing.
February 2026
59 updates · Communication New Feature Lead Capture Website
New Templates for Websites, Email, Forms, and Ads
SMBcrm has added new templates for websites, email, forms, surveys, social posts, Facebook ads, and Google ads. This update expands the available.
· Automation New Feature
Advanced Builder Now Auto-Connects Workflow Steps
You can now drag and drop triggers and actions directly onto the workflow canvas in the Advanced Builder. Steps connect automatically when placed at.
· New Feature Commerce
Update Stripe ACH Settings for Nacha Compliance
If you accept ACH payments through Stripe in SMBcrm, you may need to update your Stripe settings to meet Nacha requirements. The change affects how ACH.
· Automation New Feature Improvement
Workflow Version History Now Restores in the Correct Builder
Workflow Version History now lets you view and restore versions created in either builder. When you restore a version, SMBcrm automatically opens the.
· AI Automation New Feature Improvement
AI Builder Cuts Workflow Generation Time by 52%
AI Builder now generates workflows in under 28 seconds on average, down from about 60 seconds. This is a speed improvement only, with no reported.
· New Feature
Blogs: Improved URL Importer Experience
SMBcrm has improved the blog URL importer with a clearer step-by-step flow, easier metadata mapping, and more flexible handling for mapped and unmapped posts.
· New Feature
Bulk Import for Companies
You can import company records into CRM in bulk with a CSV-based workflow. The process includes mapping, verification, duplicate detection, and import tracking.
· New Feature
Bulk Import for Custom Objects
SMBcrm now supports bulk CSV imports for custom object records with create, update, and create plus update options. Users can also review duplicate.
· New Feature Integrations
Canva Integration in Media Storage
Connect Canva directly in Media Storage to browse designs, edit files, and import assets into My Media without manual downloads.
· New Feature Improvement
Improved Calendar Settings Experience
SMBcrm has updated the Calendar Settings experience with a clearer layout, grouped sections, and contextual helper text. The redesign is intended to.
· Social Media Website
LinkedIn Ad Campaigns Now in Account Templates
Include LinkedIn ad campaign structures in account templates and apply across accounts. Hierarchy preserved; rollouts take seconds, not hours.
· Improvement
Record IDs Are Easier to Find in Lists and Record Details
SMBcrm has improved Record ID visibility for Custom Objects, Companies, and Tasks. You can now add Record ID as a list column and view it in the record.
· New Feature
Schema Markup Generator in Website and Funnel Builder
SMBcrm now includes a built-in Schema Markup Generator in the Website and Funnel Builder. It lets users create, validate, and publish structured data.
· AI Communication New Feature
Conversation AI Response Style Settings
Conversation AI now includes response style settings so you can control how short or detailed bot replies should be. Choose Concise, Balanced, or.
· Improvement
Sort Custom Object List Views by Custom Fields
You can now sort custom object list views by custom fields, not just created or updated dates. This makes it easier to organize records around the.
· New Feature Communication
Updated Toll-Free Verification for Political Messaging
SMBcrm has updated the toll-free verification flow to meet revised carrier requirements. The changes add more business details, clearer messaging use.
· New Feature Communication Integrations
New Email Campaign APIs and Unified Performance Metrics
New APIs for listing workflow and bulk action email campaigns, plus a unified statistics endpoint for consistent performance reporting across all.
· Lead Capture
New SMBcrm Templates for Websites, Social Posts, and Ads
Pre-designed templates for websites, social posts, and Facebook/Google ads across real estate, finance, and professional services.
· New Feature Improvement
One-Click Bulk Company Export to CSV
Export multiple company records to CSV in a single click from the Companies table, with real-time progress tracking and full field support.
· Automation Improvement
Advanced Tag Filtering for Opportunity and Invoice Triggers
Advanced tag filtering in workflow triggers now extends to opportunity and invoice triggers, giving you more precise control over which automations fire.
· Automation Communication
Chat Widget Replies Supported in Customer Replied Trigger
The Customer Replied trigger now supports All-in-One Chat as a reply channel with Chat Type and widget configuration filters for more precise workflow.
· New Feature Improvement
Assign Template Signature Fields to Any Staff Member
Template signature fields can now be assigned to any staff member directly in the editor, enabling more flexible document workflows for teams.
· New Feature Improvement
Audit Logs for Deleted Page Builder Assets
Audit logs now track deletions of saved builder assets including section templates, global sections, and element templates across funnels, websites.
· New Feature Improvement
Bulk Set Date-Specific Hours for Meetings and Rentals
Select multiple dates at once and apply a single set of hours in one action for Meetings and Rentals, with smart date grouping for easier management.
· AI New Feature
Early Access: AI-Powered WordPress Page Builder
AI-powered WordPress page builder generates landing page drafts from prompts, with instant re-styling, tone adjustment, and section regeneration.
· Improvement Commerce
Open Invoices and Estimates in a New Tab
Invoices and estimates can now be opened in a new browser tab via the 3-dot menu, preserving your list view filters and scroll position.
· New Feature Improvement
Rich Text Editor for Service Descriptions in Services v2
Services v2 descriptions support a rich text editor with bold, lists, hyperlinks, colors, headings, and alignment for polished service pages.
· AI Automation
AI Builder: Conversational Editing for If-Else and Wait
You can now edit If-Else and Wait actions through conversation in AI Builder, refining branching logic and timing without manual reconfiguration.
· Communication Improvement
Deskphone Extension Calling and IVR Call Transfers in SMBcrm
Teams using deskphones can now make extension-to-extension calls and transfer IVR calls between deskphones for smoother call routing.
· Communication Improvement
Enhanced ESP Block Monitoring and Sending Enforcement
SMBcrm now monitors ESP block rates and enforces progressive sending suspensions to protect your email deliverability and sender reputation.
· Automation Improvement
Highlight Contact Path Adds Status Indicators in Workflows
Quickly identify errors, skipped steps, and execution status when tracing a contact's path through your SMBcrm workflows.
· Memberships Improvement
Import Audio and Video into Courses from Media Storage
Course creators can now import audio and video files directly from Media Storage into lessons, eliminating duplicate uploads.
· AI Automation Integrations
Manus Triggers and Actions Now Available in SMBcrm Workflows
Create, manage, and automate Manus AI tasks directly from SMBcrm Workflows with new native triggers and actions.
· Lead Capture Communication Social Media
New Templates for Websites, Emails, Forms, and Ads
A fresh batch of ready-to-use templates across websites, emails, forms, surveys, social media, and Facebook ads to help you launch faster.
· AI Automation Improvement
Voice Dictation Now Available in AI Builder and Assistant
Use voice input to create workflows and ask questions in AI Builder and AI Assistant, with multi-language support for global teams.
· Automation Improvement
Workflows Builder: Expanded Error Highlighting
The Workflows Builder now highlights errors across 48 actions and 28 triggers, with stronger validation at save time for If-Else and Wait steps.
· Reputation Improvement
Duplicate Suppression Management for Listings in SMBcrm
Detect, review, and suppress duplicate business listings across major directories directly from your SMBcrm Listings dashboard.
· Commerce Improvement
Full Product Titles Display on Cart and Checkout
Product titles are no longer truncated on cart, checkout, thank you, and other key store pages in SMBcrm.
· Commerce Improvement
Product Listing Pages Support Up to 100 Products
Display up to 100 products per page on your SMBcrm store's product listing pages, up from the previous limit of 24.
· Reputation Improvement
Split Business Hours and Flexible Scheduling in Listings
Configure split business hours, 24-hour operations, and always-open status for your business listings in SMBcrm.
· AI Automation Communication
Conversation AI Session Summaries and Transcripts
Automatically generate conversation summaries and full transcripts from AI sessions for faster review, audit trails, and workflow automation.
· Commerce Improvement
Set Default Payment Providers by Channel
Assign distinct payment processors per channel with separate Live and Test mode configurations for more intentional payment routing.
· Memberships Improvement
Member-Specific Course Access and Private Courses
Grant or revoke individual course access per member and create private courses that only unlock when an admin approves access.
· Integrations Automation
Native Monday.com Actions and Triggers in SMBcrm Workflows
Connect SMBcrm workflows directly to Monday.com boards with native actions for creating, updating, and managing items without third-party tools.
· Lead Capture Social Media Communication Commerce
New Templates and Snapshot for Websites, Stores, and Ads
Fresh batch of ready-to-use templates for websites, stores, emails, forms, surveys, social media, and ads to help you launch campaigns faster.
· Automation Improvement
Advanced Tag Filtering for Workflow Triggers
Workflow triggers now support advanced tag operators including Any Of and None Of, plus multi-select and AND logic for precise automation control.
· AI Automation Improvement
AI Builder Now Generates Workflows in 5 to 10 Seconds
AI Builder workflow generation is now significantly faster, producing first drafts from prompts in under 5 to 10 seconds.
· AI Communication Improvement
Email AI Beta 2.0: Faster Guided On-Brand Drafts
Email AI Beta 2.0 brings reference-based generation, Assist Mode, brand board integration, and version control for faster on-brand email creation.
· Automation Improvement
Find Contact Matches Secondary Emails and Phones
The Find Contact workflow action now searches secondary email addresses and phone numbers, improving contact matching and reducing duplicates.
· AI Automation Integrations
OpenRouter Actions and Triggers in SMBcrm Workflows
Invoke AI models directly in your workflows with the new OpenRouter integration, enabling automated content generation and intelligent responses.
· Automation Improvement
Standard Builder Update: Drag and Drop Triggers and Actions
The workflow builder now supports drag-and-drop for triggers and actions, reducing clicks and speeding up multi-step automation construction.
· Automation Analytics
Generate Marketing Audit Reports Automatically in Workflows
The Marketing Audit Report is now available as a workflow action, enabling automatic report generation for leads from any source.
· Communication Improvement AI
Improved Email Builder UI with New Layout and Controls
The email builder now features a cleaner interface, image border controls, section background images, and a repositionable edit panel for side-by-side.
· Automation Improvement
Pause Individual Workflow Actions in the Standard Builder
Temporarily disable specific workflow steps without removing them, making it easier to test, troubleshoot, and iterate on automations.
· AI Automation
Conversation AI Auto Follow-Up Is Now Flow-Based
Visually configure how Conversation AI re-engages contacts who go inactive using a flow-based builder experience.
· Social Media Improvement
Flexible RSS Publishing in Social Planner
RSS automation improvements including description inclusion, multi-item previews, and platform-specific content generation.
· New Feature Communication
Schedule and Drip Deliver Bulk WhatsApp Messages in SMBcrm
Control when and how your bulk WhatsApp messages are delivered with new scheduling and drip delivery options.
· Improvement
Skip Daily Task Alerts When You Have No Tasks
Reduce notification noise by disabling daily task summaries when there are no tasks assigned to you.
· Lead Capture
New Website, Email, Form, Social, and Ad Templates
Fresh template collection including automotive, financial services, legal, and marketing agency designs across websites, emails, forms, surveys, social.
January 2026
52 updates · New Feature
New Order Fulfilled Trigger for Ecommerce Store Workflows
Trigger workflows automatically when orders are fulfilled, whether internally or through integrations like Shopify, Shippo, and ShipStation.
· New Feature
New Product Review Submitted Trigger for Stores
Automatically start workflows when customers submit product reviews in your ecommerce store, with filters for rating, product, and review content.
· Improvement
Manage Smart Lists and Restore in Contacts Menu
The Manage Smart Lists and Restore options have moved from the header to the actions menu next to Add Contact for a cleaner interface.
· New Feature
Bulk Delete and Restore Opportunities in SMBcrm
Select multiple opportunities and delete them in one action, with the ability to restore within 60 days. Available in Labs.
· Lead Capture
Google Demand Gen Campaigns in Ad Manager
Create visual and video-first Google Demand Gen campaigns in Ad Manager for YouTube, Discover, Gmail, and Display Network.
· Communication
Set Required Fields in the SMBcrm Chat Widget Contact Form
Mark any contact form field as required in the Chat Widget, including custom fields and dropdowns, to ensure complete data collection.
· Social Media
Social Planner Analytics Widgets on Your Dashboard
New Social Planner dashboard widgets show posts, likes, comments, shares, impressions, reach, and followers at a glance.
· Automation
Workflow Builder Adds 4 New Custom Value and If Else Fields
New workflow fields for Attribution Medium ID, Task ID, Note Created By, and Contact Engagement Score enhance automation logic and lead tracking.
· Automation Integrations
Abandoned Checkout Trigger Adds Shopify Support
New Abandoned Checkout workflow trigger supports SMBcrm stores and Shopify, with filters for cart value, country, products, and order source.
· AI New Feature
AI-Powered A2P Compliance Validation in SMBcrm
SMBcrm now validates A2P campaigns with AI-powered compliance checks for opt-in forms, Privacy Policy, and Terms of Service before submission.
· AI Communication
Keep Bots Asleep After Manual or Workflow Messages
Bots can now stay asleep indefinitely after manual or workflow messages, giving you full control over when automation resumes.
· Social Media New Feature
Measure Shared Link Clicks in Social Planner
Social Planner URL Tracking lets you measure link clicks by platform, track trends over time, and attribute traffic to specific campaigns.
· Social Media
Social Planner Dashboard Widgets for Social Analytics
New Dashboard widgets for Social Planner show aggregated metrics like posts, likes, comments, impressions, and followers.
· New Feature
A2P Campaign Resubmissions Are Now Free
SMBcrm has removed the $15 A2P campaign resubmission fee. Resubmit rejected campaigns at no additional cost.
· Lead Capture
Industry Templates for Websites, Funnels, Emails, and Ads
New templates for Websites, Funnels, Emails, Forms, Surveys, Social, and Google Ads across Finance, Health, Insurance, Legal, and more.
· Integrations Automation
Google Forms Integration Now Available in SMBcrm Workflows
Native Google Forms integration in Workflows lets you find forms, retrieve responses, and automate follow-ups without third-party connectors.
· AI Automation
AI Builder Improves Wait Step Generation for Complex Prompts
AI Builder now generates Wait steps more reliably from complex prompts, with better handling of delays, business hours, and reply timeouts.
· Communication New Feature
Conversation Views Save Inbox Filters for Faster Triage
Save reusable inbox filter views in Conversations for faster triage. Share views with team members and switch between priorities instantly.
· Communication Improvement
Conversations UI: Inbox Unread Counter and Date Format
New Conversations UI adds real-time unread counters per inbox and standardized date format (MMM-dd) for clearer conversation timelines.
· AI Communication
Bot Message Limit Raised to 100 per Conversation
Prompt and Form bots can now send up to 100 messages per conversation, up from 25, supporting longer AI-driven interactions.
· New Feature Analytics
External Tracking Analytics Dashboard in SMBcrm
New analytics dashboard for External Tracking shows page views, form responses, completion rates, and audience insights for externally hosted sites.
· New Feature
Keyboard Shortcuts Now Available Across SMBcrm Page Builder
Keyboard shortcuts are now available in Page Builder for Funnels, Websites, and Stores. Press Shift + / to see all shortcuts.
· Social Media Mobile App
Schedule Instagram Stories with Push Notification
Schedule Instagram Stories in SMBcrm Social Planner and receive push notifications to publish with native Instagram tools like stickers and music.
· Automation Improvement
Local Marketing Audits: Configurable and Repeatable
Local Marketing Audits now support configurable settings, instant refresh, 12-month report history, and multilingual PDF exports.
· New Feature
Publisher Listing Force Sync for Priority Updates
Force Sync lets you manually prioritize delayed business listing updates across publishers like Google, Bing, and Apple Maps.
· Improvement
Quiz Results CTA: Tier Defaults and Button Visibility
Quiz Results Page CTA now auto-fills defaults across tiers and supports hiding buttons for specific outcomes.
· New Feature
Refreshed Contacts List View and SmartLists 2.0
Contacts List View redesign with faster load times and SmartLists 2.0 featuring AND/OR filters and granular sharing permissions.
· Integrations
Revamped Integrations Page Now in Labs
New card-based Integrations page in Labs with faster performance, cleaner UI, and improved connection management.
· Social Media
Social Planner Category Queues: Editable Calendar View
Social Planner Category Queues now support editing, calendar view, bulk rescheduling, and queue preference controls.
· Lead Capture
New Templates for Websites, Funnels, Email, and Ads
New templates for Websites, Stores, Funnels, Email, Forms, Surveys, Social, Facebook Ads, and Google Ads across multiple industries.
· New Feature Analytics
New Engagement Metrics in Site Analytics
Site Analytics now includes Average Time on Site, Average Session Duration, and Bounce Rate Under 30 Seconds for better engagement insights.
· Communication
Rich WhatsApp Media Messaging in Conversations Labs
WhatsApp in SMBcrm now supports captions, all WhatsApp file types, Media Storage attachments, and improved reliability.
· New Feature
Updated URL Redirect Setup with External Domains
Redesigned URL redirect setup with guided flow, external domain support, live previews, and inline validation.
· Automation
Opportunity Changed Trigger Adds Field Change Operators
Opportunity Changed trigger now supports Has Changed and Has Changed To operators for more precise workflow automation.
· AI Automation
Autosave Support for AI Builder Workflows
AI Builder workflows now autosave automatically upon creation and during edits, reducing the risk of losing progress.
· AI Automation
Workflow AI Assistant Skips Unneeded KB Searches
The Workflow AI Assistant now intelligently skips knowledge base searches for simple messages and workflow analysis requests, delivering faster responses.
· Improvement
Cleaner Submission PDFs and New Email Attachments
Form, survey, and quiz submissions now have cleaner PDF layouts, new vs legacy download options, and email PDF attachment settings.
· Improvement
Contact Detail Page Redesign with New Tag Creation
Redesigned Contact Detail Page with better contrast, cleaner tag management, reorganized opportunities, and inline tag creation.
· Lead Capture
New Templates for Websites, Funnels, Emails, and Ads
New templates for Websites, Funnels, Emails, Forms, Surveys, Social, Facebook Ads, and Google Ads across multiple industries.
· New Feature
Admins Can Reassign CRM Contacts Between Affiliates
Admins can now reassign CRM contacts linked to affiliates when duplicate records exist, improving attribution accuracy and automation reliability.
· New Feature
Clone Lessons, Quizzes, Assignments in Courses Builder
Duplicate lessons, quizzes, and assignments in the New Courses Builder with one click, including all videos, thumbnails, and content.
· New Feature
Customize Community Navigation Tabs with Show Hide Controls
Community admins can now show or hide navigation tabs like Learning, Events, Leaderboard, and Members to customize the member experience.
· Communication Improvement
Native WhatsApp Voice Notes With In App Transcriptions
WhatsApp voice notes from SMBcrm are now sent as native messages with inline playback and optional transcription support.
· AI Automation
Upgraded AI Model for SMBcrm Workflow AI Actions
SMBcrm Workflow AI Actions now use an upgraded model for better translations, summaries, intent detection, and decision-making across all workflows.
· Communication New Feature
Customize Contact Form Prompts in the Chat Widget
Customize the contact form prompt messages in your Chat Widget for both automatic and agent-triggered contact detail requests.
· Automation New Feature
Dynamic Sender Field Assignment in Documents Workflows
Assign sender signature fields dynamically in Documents & Contracts based on workflow sender, supporting multi-rep teams with shared templates.
· Improvement
Enhanced Form Tracking with Custom Field Capture
External form tracking now captures custom fields including dropdowns, checkboxes, ratings, and file uploads with smarter field mapping.
· New Feature Improvement
Bulk Add Date-Specific Service Hours in Services v2
Services v2 now supports bulk date-specific hours, letting you set availability across multiple dates, services, and locations in one step.
· New Feature
Custom Values Now Available in Calendar Settings
Use custom fields and values in Calendar settings to personalize appointment titles, locations, and messages across Calendars, Services, and Rentals.
· Integrations Improvement
Improved Calendly Phone Number Importer for SMBcrm Contacts
Calendly phone numbers now sync automatically to contacts with smart mapping when multiple phone sources exist in the booking form.
· AI Automation
Workflows: Clearer AI Actions and Conversation AI Category
Workflow AI actions renamed for clarity: AI Translate, AI Summarize, AI Intent Detection, AI Decision Maker in new AI Actions category.
· Lead Capture
New Templates for Funnels, Email, Forms, Social, and Ads
New templates for Funnels, Email, Forms, Surveys, Social, and Google Ads across Health, Finance, Travel, Medical, and more industries.
December 2025
1 updateNovember 2025
1 updateOctober 2025
1 updateSeptember 2025
1 updateAugust 2025
1 updateJune 2025
1 updateMay 2025
1 updateApril 2025
1 updateMarch 2025
1 updateFebruary 2025
1 updateJanuary 2025
2 updatesDecember 2024
1 update 60-day money-back guarantee
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