Auto Follow-Up is now available as a flow-based builder experience, so you can visually configure how Conversation AI re-engages contacts who go inactive or request delayed follow-ups.
We've rolled out enhancements to RSS Publishing in Social Planner to make RSS automation more flexible and more reliable across different social platforms.
You can now control when and how your Bulk WhatsApp messages are delivered in SMBcrm. This update adds two new sending options for managing message timing and distribution.
Daily task summaries are helpful when you have work lined up, but they can also create noise when there's nothing due. SMBcrm now lets you skip daily due and overdue task notifications on days when you have zero assigned tasks.
SMBcrm has released a collection of ready-made templates designed to accelerate campaign launches while maintaining brand consistency. These customizable assets reduce creation time by providing pre-built structures across multiple marketing channels.
SMBcrm has launched a new Order Fulfilled trigger within the Ecommerce Stores workflow category. This automation fires when an order's status changes to Fulfilled, enabling teams to trigger post-fulfillment actions automatically across various platforms.
The trigger works for orders marked as fulfilled internally or through external shipping integrations like Shopify, Shippo, and ShipStation.
SMBcrm has launched a new workflow trigger for ecommerce stores. This feature enables merchants to automatically start a workflow the moment a customer submits a product review, without requiring manual intervention.
The trigger is accessible within the Workflow Triggers section under the Ecommerce Stores category.
SMBcrm has streamlined the Contacts header interface by relocating two key menu options. The "Manage Smart Lists" and "Restore" functions have moved from the main header menu to a more contextual location in the actions menu.
This update improves usability by reducing interface clutter and positioning SmartLists actions closer to their point of use.
SMBcrm now allows you to bulk delete and restore opportunities, streamlining pipeline management. Rather than removing records individually, you can select multiple opportunities at once and delete them in a single action, with the ability to recover them later if needed.
This capability is particularly useful when tidying up stale data, correcting import errors, or organizing crowded pipelines without permanent data loss concerns.
The feature is currently accessible in Account > Labs.
SMBcrm Ad Manager now supports Google Demand Gen campaigns alongside existing Search campaign options. This feature enables you to create visual and video-first advertising campaigns designed for upper and mid-funnel growth across multiple Google platforms.