New features, improvements, and fixes shipped to the SMBcrm platform.https://smbcrm.com/en-ushttps://smbcrm.com/product-updates/associate-crm-records-automatically-in-workflows/https://smbcrm.com/product-updates/associate-crm-records-automatically-in-workflows/Use the Associate Records workflow action to connect matching CRM records automatically across supported objects and reduce manual work.Fri, 24 Jul 2026 00:00:00 GMTfeatureautomationcrmhttps://smbcrm.com/product-updates/auto-generated-schema-for-published-pages/https://smbcrm.com/product-updates/auto-generated-schema-for-published-pages/SMBcrm can now auto-generate schema markup when Website, Funnel, and Webinar pages are published without existing structured data.Fri, 24 Jul 2026 00:00:00 GMTfeaturehttps://smbcrm.com/product-updates/custom-expiration-settings-for-certificates/https://smbcrm.com/product-updates/custom-expiration-settings-for-certificates/Certificate creators can now set credentials to never expire, end on a fixed date, or expire after a relative duration, with reminders.Fri, 24 Jul 2026 00:00:00 GMTfeaturemembershipshttps://smbcrm.com/product-updates/layers-panel-added-to-certificate-and-badge-builder/https://smbcrm.com/product-updates/layers-panel-added-to-certificate-and-badge-builder/SMBcrm now includes a Layers panel for certificates and badges, helping creators reorder elements, lock edits, and flag invalid placeholders.Fri, 24 Jul 2026 00:00:00 GMTfeaturemembershipshttps://smbcrm.com/product-updates/save-progress-for-forms-surveys-and-quizzes/https://smbcrm.com/product-updates/save-progress-for-forms-surveys-and-quizzes/Respondents can leave multi-step forms, surveys, or quizzes and resume later when Save exit confirmation is enabled in settings.Fri, 24 Jul 2026 00:00:00 GMTfeaturelead-capturehttps://smbcrm.com/product-updates/separate-email-templates-for-welcome-badges/https://smbcrm.com/product-updates/separate-email-templates-for-welcome-badges/SMBcrm is rolling out separate welcome badge emails, letting Client Portal enrollment messages be customized independently from badge emails.Fri, 24 Jul 2026 00:00:00 GMTfeaturecommunicationwebsitemembershipshttps://smbcrm.com/product-updates/client-portal-file-upload-notifications/https://smbcrm.com/product-updates/client-portal-file-upload-notifications/SMBcrm can now notify account staff in app when a contact uploads files through Client Portal Shared Documents, helping teams review submissions faster.Thu, 23 Jul 2026 00:00:00 GMTfeaturehttps://smbcrm.com/product-updates/generate-submission-pdfs-for-forms-surveys-and-quizzes/https://smbcrm.com/product-updates/generate-submission-pdfs-for-forms-surveys-and-quizzes/SMBcrm can now generate and store PDF documents for new form, survey, and quiz submissions when the setting is enabled. It helps teams keep customer workflows.Thu, 23 Jul 2026 00:00:00 GMTfeaturelead-capturehttps://smbcrm.com/product-updates/improved-product-sales-in-forms-and-surveys/https://smbcrm.com/product-updates/improved-product-sales-in-forms-and-surveys/Forms and Surveys now have a unified payment panel with support for product price levels and variants for clearer checkout setup.Thu, 23 Jul 2026 00:00:00 GMTfeaturecrmlead-capturehttps://smbcrm.com/product-updates/inline-schema-markup-validation-in-json-view/https://smbcrm.com/product-updates/inline-schema-markup-validation-in-json-view/Schema Markup JSON view now shows validation errors inline, helping Website and Funnel Builder users find and fix JSON-LD issues faster.Wed, 22 Jul 2026 00:00:00 GMTimprovementhttps://smbcrm.com/product-updates/rebuilt-course-progress-analytics-for-courses/https://smbcrm.com/product-updates/rebuilt-course-progress-analytics-for-courses/Course Progress Analytics now loads faster and adds filtered dashboards, learner funnels, member progress details, and CSV exports.Wed, 22 Jul 2026 00:00:00 GMTimprovementmembershipsanalyticshttps://smbcrm.com/product-updates/refreshed-store-builder-placeholder-images/https://smbcrm.com/product-updates/refreshed-store-builder-placeholder-images/Store Builder now offers cleaner illustration-based placeholders for ecommerce pages and product elements when no item is connected.Tue, 21 Jul 2026 00:00:00 GMTfeaturehttps://smbcrm.com/product-updates/more-website-and-marketing-templates-added-to-smbcrm/https://smbcrm.com/product-updates/more-website-and-marketing-templates-added-to-smbcrm/SMBcrm added website, social, ad, and workflow templates across industries to help teams create campaigns and follow-ups faster.Thu, 16 Jul 2026 00:00:00 GMTfeaturewebsitehttps://smbcrm.com/product-updates/expanded-permissions-for-scheduling-modules/https://smbcrm.com/product-updates/expanded-permissions-for-scheduling-modules/SMBcrm now offers more granular role permissions across Meetings, Services, and Rentals, helping admins control team access by module.Sun, 12 Jul 2026 00:00:00 GMTimprovementcalendarshttps://smbcrm.com/product-updates/more-marketing-templates-added-to-smbcrm/https://smbcrm.com/product-updates/more-marketing-templates-added-to-smbcrm/SMBcrm added customizable templates for websites, social content, paid ads, LinkedIn campaigns, and lead follow-up workflows.Sat, 11 Jul 2026 00:00:00 GMTfeaturewebsitehttps://smbcrm.com/product-updates/conversation-ai-channel-management/https://smbcrm.com/product-updates/conversation-ai-channel-management/Conversation AI bots can now be assigned by channel, account, and contact tags, giving teams more control over automated replies.Fri, 10 Jul 2026 00:00:00 GMTfeatureaicommunicationhttps://smbcrm.com/product-updates/jira-workflow-triggers-and-actions-in-smbcrm/https://smbcrm.com/product-updates/jira-workflow-triggers-and-actions-in-smbcrm/SMBcrm now supports Jira in workflows, so automations can react to issue changes and create, update, link, comment, and manage issues.Fri, 10 Jul 2026 00:00:00 GMTfeatureautomationhttps://smbcrm.com/product-updates/targeted-edits-in-ai-builder/https://smbcrm.com/product-updates/targeted-edits-in-ai-builder/AI Builder can now apply scoped workflow edits across selected actions or triggers, helping teams update copy, stages, and sender details faster.Fri, 10 Jul 2026 00:00:00 GMTimprovementaiautomationhttps://smbcrm.com/product-updates/todoist-triggers-and-actions-for-workflows/https://smbcrm.com/product-updates/todoist-triggers-and-actions-for-workflows/SMBcrm workflows can connect with Todoist to trigger automations from task activity and create or manage tasks, projects, comments, and collaborators.Fri, 10 Jul 2026 00:00:00 GMTfeatureautomationhttps://smbcrm.com/product-updates/edit-paid-and-unpaid-service-bookings/https://smbcrm.com/product-updates/edit-paid-and-unpaid-service-bookings/Service bookings can now be edited after payment, with automatic updates for services, staff, coupons, orders, and payment status.Thu, 09 Jul 2026 00:00:00 GMTimprovementcalendarshttps://smbcrm.com/product-updates/forms-surveys-and-quizzes-submission-page-updated/https://smbcrm.com/product-updates/forms-surveys-and-quizzes-submission-page-updated/SMBcrm updated the submission page architecture for forms, surveys, and quizzes while keeping the existing submission experience unchanged.Thu, 09 Jul 2026 00:00:00 GMTfeaturelead-capturehttps://smbcrm.com/product-updates/buffer-time-now-appears-in-day-and-week-calendars/https://smbcrm.com/product-updates/buffer-time-now-appears-in-day-and-week-calendars/Buffer times can now be shown in Day and Week calendar views, helping teams see transition time around appointments more clearly.Wed, 08 Jul 2026 00:00:00 GMTimprovementcalendarshttps://smbcrm.com/product-updates/goal-action-now-supports-user-replies/https://smbcrm.com/product-updates/goal-action-now-supports-user-replies/Goal actions can now use User Replied as the goal event, helping workflows stop or redirect automation when a team member responds.Wed, 08 Jul 2026 00:00:00 GMTimprovementautomationhttps://smbcrm.com/product-updates/services-payments-add-deposit-or-full-payment-choice/https://smbcrm.com/product-updates/services-payments-add-deposit-or-full-payment-choice/Service checkout can now let customers choose a deposit or full payment, with deposit calculations updated for discounts, add-ons, and taxes.Wed, 08 Jul 2026 00:00:00 GMTimprovementcommercecalendarshttps://smbcrm.com/product-updates/user-replied-workflow-trigger/https://smbcrm.com/product-updates/user-replied-workflow-trigger/Start workflows when a team member replies to a contact, so SMBcrm can automate internal notifications, tags, assignments, and follow-up steps.Wed, 08 Jul 2026 00:00:00 GMTfeatureautomationhttps://smbcrm.com/product-updates/wait-steps-can-pause-until-a-team-member-replies/https://smbcrm.com/product-updates/wait-steps-can-pause-until-a-team-member-replies/Workflow wait steps can now pause until a team member replies, helping teams track response times and route escalations after a timeout.Wed, 08 Jul 2026 00:00:00 GMTimprovementautomationhttps://smbcrm.com/product-updates/community-workflow-triggers-for-group-activity/https://smbcrm.com/product-updates/community-workflow-triggers-for-group-activity/SMBcrm adds four community workflow triggers so teams can automate follow-up, moderation, alerts, and event engagement from group activity.Tue, 07 Jul 2026 00:00:00 GMTfeatureautomationmembershipshttps://smbcrm.com/product-updates/control-google-sign-in-on-client-portal-pages/https://smbcrm.com/product-updates/control-google-sign-in-on-client-portal-pages/Admins can now show or hide Google Sign-In on Client Portal login and sign-up pages to better match privacy and compliance needs.Tue, 07 Jul 2026 00:00:00 GMTimprovementhttps://smbcrm.com/product-updates/client-portal-file-share-notifications/https://smbcrm.com/product-updates/client-portal-file-share-notifications/Contacts can now receive in-app and push notifications when an admin shares a file with them through the SMBcrm Client Portal.Mon, 06 Jul 2026 00:00:00 GMTfeaturehttps://smbcrm.com/product-updates/course-tags-improve-course-library-discovery/https://smbcrm.com/product-updates/course-tags-improve-course-library-discovery/Course Tags let creators organize their course library and help learners filter courses by language, difficulty, and topic.Mon, 06 Jul 2026 00:00:00 GMTfeaturemembershipshttps://smbcrm.com/product-updates/new-marketing-templates-for-websites-ads-and-workflows/https://smbcrm.com/product-updates/new-marketing-templates-for-websites-ads-and-workflows/SMBcrm adds new templates for websites, social content, paid ads, and workflows to help teams create marketing assets faster.Sun, 05 Jul 2026 00:00:00 GMTfeatureautomationwebsitehttps://smbcrm.com/product-updates/super-agents-beta/https://smbcrm.com/product-updates/super-agents-beta/Super Agents, now in beta in Agent Studio, let you build AI agents from a plain-English prompt with triggers, permission-scoped skills, and knowledge base grounding.Sun, 05 Jul 2026 00:00:00 GMTfeatureaihttps://smbcrm.com/product-updates/custom-values-in-ad-manager-ad-copy/https://smbcrm.com/product-updates/custom-values-in-ad-manager-ad-copy/Ad Manager now supports Custom Values in eligible Meta, Google, and LinkedIn ad copy fields, with mapping, previews, and validation.Thu, 02 Jul 2026 00:00:00 GMTfeaturelead-capturehttps://smbcrm.com/product-updates/dashboards-and-reports-get-a-more-consistent-ui/https://smbcrm.com/product-updates/dashboards-and-reports-get-a-more-consistent-ui/Dashboards and Custom Reports now share a more consistent visual design, with no changes to your data, workflows, or functionality.Thu, 02 Jul 2026 00:00:00 GMTimprovementanalyticshttps://smbcrm.com/product-updates/opportunity-score-for-meta-campaigns-in-ad-manager/https://smbcrm.com/product-updates/opportunity-score-for-meta-campaigns-in-ad-manager/SMBcrm Ad Manager now shows an Opportunity Score for Meta campaigns before publishing, with setup recommendations users can review and fix.Wed, 01 Jul 2026 00:00:00 GMTfeaturecrmlead-capturehttps://smbcrm.com/product-updates/sms-notifications-now-available-for-rentals/https://smbcrm.com/product-updates/sms-notifications-now-available-for-rentals/Rental bookings can now send SMS confirmations, reminders, cancellations, reschedules, follow-ups, and updates to contacts or the business.Wed, 01 Jul 2026 00:00:00 GMTfeaturecommunicationcalendarshttps://smbcrm.com/product-updates/whatsapp-notifications-for-rental-calendars/https://smbcrm.com/product-updates/whatsapp-notifications-for-rental-calendars/Rental notifications can now be sent through WhatsApp, with recipient options, per-recipient templates, and test messages before activation.Wed, 01 Jul 2026 00:00:00 GMTfeaturecalendarshttps://smbcrm.com/product-updates/contacts-are-faster-in-the-smbcrm-mobile-app/https://smbcrm.com/product-updates/contacts-are-faster-in-the-smbcrm-mobile-app/Contacts in the SMBcrm mobile app now load faster, with clearer profiles, inline editing, swipe actions, and updated tabs.Tue, 30 Jun 2026 00:00:00 GMTfeaturecrmmobilehttps://smbcrm.com/product-updates/rentals-booking-is-now-available-in-smbcrm/https://smbcrm.com/product-updates/rentals-booking-is-now-available-in-smbcrm/Rentals adds duration-based booking, inventory control, flexible pricing, customer booking pages, and booking management inside SMBcrm.Tue, 30 Jun 2026 00:00:00 GMTimprovementcalendarshttps://smbcrm.com/product-updates/two-step-checkout-option-for-online-stores/https://smbcrm.com/product-updates/two-step-checkout-option-for-online-stores/Store checkout pages can now use a one-step or two-step flow, with one-step remaining the default for existing checkout pages.Tue, 30 Jun 2026 00:00:00 GMTfeaturecommercehttps://smbcrm.com/product-updates/client-portal-file-uploads-can-trigger-workflows/https://smbcrm.com/product-updates/client-portal-file-uploads-can-trigger-workflows/A new Client Portal File Uploaded trigger lets workflows start follow-up actions when a contact uploads a document through Shared Documents.Mon, 29 Jun 2026 00:00:00 GMTimprovementautomationhttps://smbcrm.com/product-updates/download-certificates-and-badges-in-more-formats/https://smbcrm.com/product-updates/download-certificates-and-badges-in-more-formats/SMBcrm now supports PDF, PNG, and JPG downloads for certificates and badges, giving members more flexibility with their credentials.Mon, 29 Jun 2026 00:00:00 GMTfeaturemembershipshttps://smbcrm.com/product-updates/new-marketing-templates-added-in-smbcrm/https://smbcrm.com/product-updates/new-marketing-templates-added-in-smbcrm/SMBcrm adds a set of customizable templates for building marketing assets across websites, email, forms, surveys, social posts, and ads.Sat, 27 Jun 2026 00:00:00 GMTfeaturewebsitehttps://smbcrm.com/product-updates/custom-checkout-button-text-for-payment-links/https://smbcrm.com/product-updates/custom-checkout-button-text-for-payment-links/Payment Links now let you customize checkout button text up to 50 characters, with a live preview in the builder before publishing.Fri, 26 Jun 2026 00:00:00 GMTfeaturecommercehttps://smbcrm.com/product-updates/ask-ai-mobile-chat-history-now-shows-your-chats-only/https://smbcrm.com/product-updates/ask-ai-mobile-chat-history-now-shows-your-chats-only/Ask AI chat history in the SMBcrm mobile app now filters by user, so teammates see only the conversations they started.Thu, 25 Jun 2026 00:00:00 GMTfeatureaicommunicationmobilehttps://smbcrm.com/product-updates/ask-ai-team-access-now-works-in-smbcrm-mobile-app/https://smbcrm.com/product-updates/ask-ai-team-access-now-works-in-smbcrm-mobile-app/Ask AI in the SMBcrm mobile app now follows the same per-user access settings as web, so approved teammates can chat from their phone.Thu, 25 Jun 2026 00:00:00 GMTfeatureaimobilehttps://smbcrm.com/product-updates/inbound-call-routing-by-working-hours/https://smbcrm.com/product-updates/inbound-call-routing-by-working-hours/SMBcrm users can route inbound calls around working hours, skipping unavailable team members and using the phone number’s existing backup.Thu, 25 Jun 2026 00:00:00 GMTfeaturehttps://smbcrm.com/product-updates/interactive-ask-ai-responses-in-smbcrm-mobile/https://smbcrm.com/product-updates/interactive-ask-ai-responses-in-smbcrm-mobile/Ask AI now supports interactive mobile responses, searchable history, real-time streaming, and native artifact rendering in SMBcrm Mobile.Thu, 25 Jun 2026 00:00:00 GMTfeatureaimobilehttps://smbcrm.com/product-updates/notifications-tab-and-clearer-tooltips-in-builders/https://smbcrm.com/product-updates/notifications-tab-and-clearer-tooltips-in-builders/The Forms, Surveys, and Quizzes builders now make Notifications easier to find and add clearer in-product tooltips and guidance.Thu, 25 Jun 2026 00:00:00 GMTfeaturehttps://smbcrm.com/product-updates/python-support-added-to-custom-code-actions/https://smbcrm.com/product-updates/python-support-added-to-custom-code-actions/SMBcrm now supports Python in Custom Code Actions, so you can pick Python from the language dropdown when building code-based workflow steps.Thu, 25 Jun 2026 00:00:00 GMTfeatureautomation