2023 Year in Review

December 31, 2023 · 85 min read

Product Team

Year in Review

2023 was a year of significant growth and innovation for SMBcrm. With 321 product updates released throughout the year, the platform continued to evolve with new features, improvements, and integrations designed to help businesses streamline their operations and grow their customer relationships.

Key focus areas this year included AI & Machine Learning, Workflows & Automation, Forms & Funnels, CRM & Contacts, and UI & Experience.

Key Stats

Total Updates: 321
Top Categories: AI & Machine Learning, Workflows & Automation, Forms & Funnels
Highlight Releases:
- Exciting Contacts Module Update: Introducing Powerful New Widgets
- Unlocking New Search Precision: Introducing Advanced Filters for Custom Fields in Opportunities
- Introducing One-Time Links: A Powerful New Addition to SMBcrm
- Introducing the New User Interface for Email Builder: Enhancing Your Email Creation Experience
- Unleashing the Power of Lead Nurturing: Introducing New Workflow Opportunities!

March 2023

Improved quality: Content AI can help businesses create better-quality content tailored to their needs and goals, resulting in more engaging and effective content.

Introducing Gmail Two-Way Sync by SMBcrm: Revolutionizing Your CRM Experience

Dear valued customers and partners, We are beyond excited to announce the launch of our groundbreaking new service: Gmail Two-Way Sync. This incredible feature allows users to seamlessly integrate their Gmail accounts with our SMBcrm CRM, providing a synchronized email experience that will boost productivity and streamline your communication process.

Introducing SMBcrm's Enhanced UI for Effortless Form and Survey Submissions!

Enhanced UI for Form and Survey Submission Pages is Now Live. ✨ We're excited to announce that the new UI for Forms and Survey Submissions is now available.

May 2023

Revolutionizing Workflow Pages: Multi-Language Support Is Here!

This new feature allows users to experience our workflow pages in their preferred language, making it more accessible and user-friendly for a broader audience. Supported Languages We understand the importance of catering to our diverse customers, and to accommodate our global user base, we have added support for the following languages: German Spanish French Canada French France Italian Norwegi...

SMBcrm Announces Multi-Language Support for Content AI 🌍 🤩

Now you can enjoy a seamless and improved user experience tailored to your language preferences on our workflow pages.

Breaking Language Barriers: Multi-Language Support for Review Widgets 🌍

Introducing Multi-Language Support for Review Widgets 🌐 We are excited to announce that our Review Widgets now support multiple languages through Internationalization. This update enables users to access review widgets in their preferred languages, providing a more inclusive and user-friendly experience for a wider range of audiences.

Upgrade Your Opportunity Management with New Filters, Sorting Options, and Custom CSS/JS Support

Introducing Upgraded Opportunities: New Filters, Sorting Options, and Custom CSS/JS Support We're excited to announce the latest enhancements to our Opportunities feature, designed to help you manage your opportunities faster and more efficiently. With improved filters, new sorting options, and support for custom CSS/JS, you can take full control of your opportunities management.

New UI Enhancement for Form and Survey Submissions!

Enhanced UI for Form and Survey Submission Pages is Now Live. ✨ We're excited to announce that the new UI for Forms and Survey Submissions is now available.

SMBcrm Revamps Funnel and Website List Page UI for Improved Management Experience! ✨

Exciting Update: Funnel And Website List Page UI Revamp ✨ We are thrilled to announce new design enhancements to the funnel and website list page on SMBcrm. What's New: Micro Frontend Architecture for Efficient Scaling Our revamped UI utilizes micro frontend architecture, which allows for efficient scaling as your business and marketing needs grow.

Revamp Your Emails with Our New Inline Text Editor and Modern Design

Exciting Update: Revamped Email Builder with Inline Text Editor and Modern Design We are thrilled to announce a significant upgrade to our Email Builder Templates and Campaigns, featuring a brand new inline text editor. This exciting update means faster and higher-quality email creation with increased ease, thanks to the introduction of a new inline editor.

Nofollow Links: New Feature Allows Users to Boost SEO Rankings

Users can now choose to not include nofollow by unchecking the checkbox in the hyperlink dialog 😊 In funnel the checkbox is enabled by default, whereas in website is disabled by default. Note: This feature is available only in New Funnel Builder Steps to follow: Go to Labs and enable new funnel builder.

Introducing Enhanced Calendar Creation Flow 📅

With this new release, you can create a calendar in just 30 seconds using the Basic Setup. Upgraded Calendar Creation Process We've enhanced the Calendar creation feature to make it more efficient and user-friendly.

Exciting Launch of Instagram Story Publishing in Social Planner 🤩 We are thrilled to announce that SMBcrm now supports direct posting to Instagram Stories through our Social Planner. This feature allows you to harness the power of Instagram Stories without the need for mobile notifications.

Expand Your Reach with Multilingual Email Support – SMBcrm Introduces New Language Options 🌍💬

Expand Your Reach with Multilingual Email Support 🌍 We've listened to your requests, and we're excited to share some news that will help your business connect with even more clients worldwide. SMBcrm is now supporting additional languages to accommodate our global users' needs.

June 2023

Experience Our Forms and Surveys in Your Preferred Language: Expanded Language Support Now Available!

✨ What's New: 🌐 Users can now select their preferred language from a comprehensive list of options. 🌍 Our internationalisation support now includes the following languages: German 🇩🇪 Spanish 🇪🇸 French Canada 🇨🇦 French France 🇫🇷 Dutch 🇳🇱 Portuguese Portugal 🇵🇹 Portuguese Brazil 🇧🇷 Italian 🇮🇹 Swedish 🇸🇪 Finnish 🇫🇮 Norwegian 🇳🇴 The forms and surveys list page now seamlessly adapts to the user's pr...

Breaking Language Barriers: Improved Access to Forms and Surveys in Multiple Languages

Introducing Multi-Language Support: Your Funnels and Websites in Your Preferred Language!

This feature enhances usability and provides a better overall experience for users who speak languages other than English. ✨ What's New: 🌐 Users can now select their preferred language from a comprehensive list of options.

Revamped Form Builder: Streamlining Your Form Creation Process

Introducing the Revamped Form Builder with a Modern Design We're excited to announce the first phase of our Form Builder UI revamp, which has been one of our most highly requested features. What's New with This Update.

Expand Your Reach: Multi-Language Support for Payments and Invoices Now Available

🎉 12 New Languages Added Our platform now supports 12 additional languages, allowing users to access it in their preferred language. The new language options include: 🇪🇸 Spanish 🇩🇪 German 🇨🇦 French (Canada) 🇫🇷 French (France) 🇵🇹 Portuguese (Portugal) 🇧🇷 Portuguese (Brazil) 🇮🇹 Italian 🇳🇱 Dutch 🇸🇪 Swedish 🇩🇰 Danish 🇫🇮 Finnish 🇳🇴 Norwegian With these additional languages, we continue to cater to t...

Upgrade Your Payment Experience: Apple Pay and Google Pay Now Available for Invoice and Text2Pay Links

Exciting Update: Apple Pay and Google Pay Now Available for Invoice and Text2Pay Link Payments We are thrilled to announce that we've upgraded our invoice payments system to support Apple Pay and Google Pay. Google Pay & Apple Pay Support With this new update, Google Pay and Apple Pay are now available for use with Stripe Connect for invoice payments.

Experience Our Product in Your Language: Multilingual Support Now Available in Media Centre

This update allows users around the world to access our product in their preferred language, significantly enhancing their overall experience. ✨ What's New Language Selection: Users can now choose their preferred language from an extensive list of options.

Multi-Language Support Added to Forms and Surveys Submissions Page

Send Unlimited Bulk Emails with Two-Way Sync Enabled!

Users can now send bulk emails even when Gmail's two-way sync is turned on. What’s New **Old Limitation: **Previously, sending bulk emails was disabled when two-way sync was turned on due to Gmail's limit of 500 emails per day.

Revamped Message Composer: Sleek Design and Enhanced Functionality for Engaging Conversations

Introducing New Functionalities and Design for Conversations Message Composer We are excited to announce significant enhancements to the composer in the conversation panel for all channels. The new interface creates a visually appealing environment, allowing users to focus on crafting captivating emails.

Revolutionizing Workflow Management with Appointment Status Goal Events

Exciting Workflow Update: New Goal Event Based on Appointment Status We're always striving to make our platform more efficient and user-friendly. That's why we're excited to announce the addition of a highly-requested feature to our workflow system–an update on goal events.

Revolutionizing Email Writing with Content AI's Custom Value Option

Based on a customer feedback, we have added enhancement in Email Builder Text block. Content AI has added option of custom values - With the email generating Dear/Hello Name will be replaced by contact first name.

Multi-Language Support Added to Affiliate Manager Feature

🌟 We have implemented multi-language support for our Affiliate Manager feature. With this enhancement, users can access the platform in their preferred language, resulting in improved usability and an enhanced user experience.

Unleash Your Creative Potential with Image AI!

This isn't just another feature—it's a step towards transforming how users generate and share engaging visuals. With Image AI, users can tap into a new level of creativity, crafting stunning high-resolution images designed to captivate audiences.

Protecting Your SMS: LC Phone's New Security Warning Feature for Harmful Words

Introducing a New Security Warning Feature for Spam SMS in LC Phone Account We're excited to announce a new update that aims to improve the safety and responsible use of our SMS feature for locations using LC Phone. To provide better protection and ensure adherence to regulations, we've added a security warning for users trying to save a workflow containing SMS steps with certain potentially ha...

Introducing Custom Fields and Values for Enhanced Invoices!

Invoice settings now support the addition of custom fields and values for all invoices created. Businesses will be able to use this in the following ways Define custom values under Invoice settings -> Business Information to add custom values alongside business information on all invoices generated Define custom fields for contacts to display particular information related to the contact on all...

Introducing Customizable Due Dates and Invoice Branding for Businesses

Businesses can now define the number of days after which each invoice is due from its date of creation along with the business logo and information that should appear in every invoice. This feature is available under the Invoice Settings page under the Business Information and Due Date Settings header.

Revamped Domains Page with Internationalization Support

Introducing UI Enhancements and Internationalization Support for the Domains Page 🌍 We're excited to announce the latest updates to our domains page with new designs and comprehensive internationalization features. ✨ What's New 🚀 Redesigned Domains Page: All elements of our updated domains page now boast a fresh new look.

Revolutionize your call reporting with Advanced Data Points and a New UI!

Introducing Advanced Data Points and a New Design for Call Reporting We are thrilled to announce the launch of our revamped Call Reporting User Interface. This update brings a slew of enhancements and features aimed at streamlining the call reporting experience and providing sub-account users with deeper insights into their customer interactions.

Optimizing Images Based on Parent Container Size

Previously the size for optimised images were based on the device resolution breakpoints, now it will based on the parent container size of the image.

Yext Listings Expands to the UK, Empowering Businesses to Maximize Online Visibility

Yext Listings Now Available in the United Kingdom 🇬🇧 We are excited to announce that Yext Listings is now available in the United Kingdom. Popular Supported Listings for the UK Here's a list of some popular listings that are now supported in the UK: Amazon Alexa Apple Bing Facebook FourSquare Google Business Profile Nextdoor OpenTable SnapChat TripAdvisor TrustPilot By making Yext Listings acce...

Enhanced URL Redirect List Page with Updated UI for Simplified Management

With these improvements, you can now experience a more organized and efficient view of the URL redirect listings, making the process of creating and editing redirects smoother than ever. URL Redirect List Page's New Features 🔥 The latest enhancements to the URL redirect list page include: Micro frontend architecture: This efficient scaling feature enhances our platform's structure, ensuring opt...

Email Builder now supports file attachment for your campaigns

📮 Email Builder now supports file attachment for email campaigns. This is live in both the editors - new and old.

Revolutionize Your Workflows with Workflow AI: Our Latest AI-Powered Feature Powered by ChatGPT

Introducing Workflow AI We are excited to announce the introduction of Workflow AI powered by ChatGPT, a new paid feature that brings the power of artificial intelligence to your workflows. Workflow AI Pricing and Availability Workflow AI is available for all our plans 🤩 Current pricing is Enabling and Rebilling Workflow AI Enabling and managing Workflow AI is easy.

Introducing Content AI - Image: Boost Your Visual Appeal with AI Technology!

With this feature, users can now easily generate high-quality, personalized images using AI technology to enhance the visual appeal and effectiveness of their websites and funnels.

Revamp your Forms with Background Images for Ultimate Visual Appeal

Introducing Background Image Support for Enhanced Visual Appeal in Forms We are thrilled to announce a brand new feature to elevate the visual appeal of your forms - background images. What's New: Background Image Support Users can now upload and display custom background images for their forms, covering the entire page.

Revamp Your Marketing Insights with Enhanced Attribution Reporting

Introducing Enhanced Attribution Reporting We're excited to announce the release of our enhanced and optimized Attribution Reporting feature. What's New in Attribution Reporting.

Revolutionize Your Marketing Insights with Enhanced Attribution Reporting

Introducing Enhanced Attribution Reporting We're excited to announce the release of our enhanced and optimized Attribution Reporting feature. What's New in Attribution Reporting.

Streamline Communication and Maximize Retention with Our New Client Portals

Introducing Our New Client Portals We're excited to announce the launch of our new Client Portal, a platform designed to enhance the experience for our clients and their leads. The Client Portal allows seamless engagement with your customer and affiliates in a secure environment, enabling access to affiliate commissions, community groups, and membership courses under a single login.

Google Sheet Lookup Gets an Upgrade: Introducing Case-Sensitive Search Capabilities

Introducing Improved Google Sheet Lookup Functionality We are excited to announce recent enhancements to our Google Sheet Lookup feature, providing you with greater flexibility and functionality in your spreadsheet searches. Let's dive into the details of this new update.

New Loader Alert: Farewell 9-Dots and Hello Enhanced CSS Impact!

Farewell 9-Dots: Introducing Our New Loader and Its Impact on Custom CSS We're excited to announce some important updates to our loader behavior. 🚨Breaking Changes 🔄 New Spinner We're saying goodbye to our previous 9-dots loader and welcoming a sleek new spinner.

Introducing Header Images in Forms: Elevate Your Form Design

Introducing Header Images in Forms: Elevate Your Form Design 🚀 We are excited to announce a new feature that takes form customization to new heights – Header Images in Forms. This release allows you to further enhance the visual appeal of your forms for a more engaging and visually captivating experience.

SMBcrm Introduces Full Name Support for Enhanced Contact Management

Enhanced Create/Update Contact Action: Full Name Support 👥 We are excited to announce new enhancements to our create/update contact action functionality, making it even more efficient and user-friendly.🎉 Full Name Parameter for Easier Contact Management 👥 Users can now include the full name as a parameter in the create/update contact action. This means users can now conveniently map full names ...

New Multilingual Support for URL Redirect List Page

New Multilingual Support for URL Redirect List Page 🌎 We're thrilled to announce the recent introduction of multilingual support to our URL redirect list page. 🌐🎉 This significant enhancement allows users to access the page in their preferred language, creating a more inclusive and user-friendly experience.

Introducing Enhanced Contact Management with Multiple Phone Numbers for a Contact

New Feature: Multiple Phone Numbers for a Contact - Enhanced Flexibility and Improved Contact Management 🚀 We are excited to share the launch of our latest feature, which allows users to add and manage multiple phone numbers for a single contact. This new functionality has been designed to improve control over contact information and streamline workflow.

Revamp Your Opportunities Workflow with Enhanced Contact Selection and Creation 🚀

Introducing Enhanced Contact Selection and Creation for Opportunities 🪄 We are thrilled to announce the latest improvements to our Opportunities feature. Contact Selection Improvement 🔄 We have replaced the previous dropdown for contact selection, addressing the confusion caused by the older dropdown displaying newly created contacts.

Dashboard Task Widget: Enhancements for Better Performance and Usability 🚀 We are excited to announce that we have made significant enhancements to the task widget on the dashboard, providing improved performance and usability. The Improvements To address this issue, we have made the following updates: Limited Dashboard Tasks 📋 The task widget now displays only 10 tasks on the dashboard, which ...

Revamped Media Library Interface: Improved Usability and Streamlined Design

** 🔥 About this release:** As part of this release, we have revamped the Media Library UI by introducing our new unified UI components, resulting in a cleaner and more streamlined interface. 😎 What’s New: Swap files and folder view with new GHL-UI Swap old move to folder model with new UI component Added new delete model prompt component when user is deleting a file or folder Move old create or...

Boost Your Page Speed: Our Improved Video Player Libraries and Thumbnails

**Lazy Loading of Video Player Libraries 📚: Video player libraries will now only be loaded when the user plays the video or if Autoplay is enabled. ** Lazy Loading of Video Thumbnails 🖼️: Thumbnails for videos are now also lazily loaded, meaning they only load when the video element is near to the browser viewport.

Revolutionizing Email Campaign Creation: Introducing Lightning-Fast Speed Enhancement

**What's new:**🚀 **Enhanced Speed **⏩: Users can now seamlessly create and modify email campaigns, regardless of the number of elements involved, without experiencing any slowdowns. **Applies to All **🌐: This speed enhancement applies to both old and new email builders for both email templates and campaigns.

New Terms and Conditions Element in Form Builder for A2P Compliance

New Terms and Conditions Element Added to Form Builder 🚀 We are excited to announce an important update to our Form Builder. In order to ensure compliance with the upcoming A2P (Application-to-Person) regulations in the United States, we have introduced a new Terms and Conditions (T&C) element in the customized section of our Form Builder.

Introducing Conversation AI: Revolutionizing Business Communication and Appointment Scheduling

Introducing our New Feature - Conversation AI SMBcrm is excited to announce the launch of our latest addition, Conversation AI. This cutting-edge feature is redesigned to change the business communication landscape by amplifying involvement and expediting appointment scheduling.

Revolutionize Your Form Creation Process with New Form Templates

New Feature Alert: Save Time and Increase Efficiency with Form Templates We're excited to announce a dynamic new feature on SMBcrm - we're introducing form templates. The template library is now better than ever with the addition of form templates, helping you create impactful forms in a fraction of the time.

Introducing Seamless Receipts: Automate Customer Service with Our New Feature

Automatically Send Receipts with Our New Feature At SMBcrm, we understand that your time is precious – and now we've made it even easier to provide professional, timely customer service with our latest update. Our new feature allows businesses to automatically send receipts to customers for their purchases.

Introducing the Revamped Survey Builder: A Seamless Blend of Style and Efficiency

Introducing the Revamped Survey Builder: A Fusion of Modern Design and Optimized Usability We are thrilled to introduce the first phase of our new and improved Survey Builder, now live on labs. What's New in the Survey Builder.

Enhance Your Forms and Surveys with Image Resizing & Alignment

Exciting New Feature: Image Resizing & Alignment in Our Enhanced Form and Survey Builder We're thrilled to announce a game-changing feature: Image Resizing and Alignment in our cutting-edge Form and Survey Builder. Key Update Details 🚀 With this update, we've incorporated an Image Element feature that facilitates in-builder image resizing.

July 2023

Breaking Language Barriers: Introducing Internationalisation for Email Builder

Exciting New Update: Internationalisation for Email Builder - Campaign and Template We're stoked to announce that we've just added multi-language support for Email Builder - Campaign and Template on our platform. We believe this feature not only improves usability but also enhances your overall user experience, especially for our users who communicate in languages other than English.

Revolutionizing Email Design with AI-Integrated Image Generation

Exciting New Feature: AI-Integrated Image Generation in Email Builder We have some remarkable news to share with you. Our newest update brings about an major breakthrough - now, users can generate eye-catching, tailored images right in the Email Builder using AI technology.

Introducing 'Additional Phones': Revolutionizing Contact Data Management

Multiple Phone Numbers for Contacts: Enhancing Contact Data Management We are excited to announce a new feature focused on improving your contact data management. With our 'Additional Phones' feature now available, managing all contact information has never been more straightforward.

Introducing Custom Fields for Opportunities: Streamline Data Organization and Enhance Your Workflow

We're thrilled to announce a valuable addition to our platform — you can now create and add custom fields for opportunities. Just like with custom fields for contacts, you can now categorize and group your custom fields for opportunities into custom folders.

Introducing "Add Guest": Elevate Your Meeting Scheduling with Our Transformative Feature

Elevate Your Meeting Scheduling with Our New Feature: Add Guest 📅 We are excited to announce our transformational feature, "Add Guest". This feature is designed to streamline your meeting scheduling process by inviting multiple participants to appointments right within the Calendar booking widget.

Revolutionary Enhancements: Advanced Email Stats and Filtering Options

Exciting Product Update: Advanced Email Stats and Filtering Options Now Available 🔍 We are thrilled to present our latest feature updates that will revolutionize the way you interact with your email stats and filtering options. 🔍 Highlighting Our New Features: 1.

Revitalizing the Workflow User Interface: Discover Our Exciting Updates

New Settings Page UI Our updated Settings Page UI welcomes you with open arms. We've also rolled out new Leadconnector documentation links and a handy Custom Variable Picker with search functionality to make your navigation effortless.

Breaking News: Trust Center A2P Registrations Now Available in Non-US Countries!

Expanding to Non-US Countries - Enhancements in Trust Centre A2P Registrations We are thrilled to inform you that on 4th July 2023, we will roll out the Trust Centre - A2P Registrations feature for non-US sub-accounts. This groundbreaking development allows users, even without a US EIN/address, to register for A2P Brand and Campaign.

Unleash the Power of Automation By Saving Custom Webhook Action Information

Exciting Update: Power Up Your Automation Processes with our New Feature. We've introduced another exciting feature that significantly enhances the potentialities of your workflow automation.

Introducing Streamlined A2P Brand Registration Process

Experience Easier Brand Registration with our Enhanced A2P Feature 🚀 In our quest to simplify tasks and provide a smoother user experience, we are excited to announce some changes. What's New in A2P Registration.

Enhanced Email Features: Introducing CC and BCC for Seamless Communication

Introducing Enhanced Email Features: Expanding Your Communication Possibilities We are thrilled to roll out an update that escalates your email communication to a new level — meet the CC (Carbon Copy) and BCC (Blind Carbon Copy) features in our email composer. This improvement enables you to incorporate multiple parties in your conversations, ensure transparency where necessary, and uphold conf...

Introducing Enhanced Permissions: Experience Interactive CRM with Camera and Microphone Access

Exciting Feature Update: Enhanced Permissions for Custom Links Now Include Camera and Microphone Access Are you seeking a more interactive and immersive CRM experience. We have some great news for you.

Introducing Enhanced Custom Fields: Streamlined Opportunities Management

It remains fixed now which gives a consistent and unchanging display for custom fields for each of our clients' opportunities.

Exciting Update: You Can Now Schedule Instagram Reels with Social Planner We are thrilled to announce a major enhancement to Social Planner: you can now seamlessly create and plan your Instagram Reels executions right within the system. Equipped with this update, you'll now be able to harness all the benefits Instagram Reels provide, right from SMBcrm: Increased visibility: Your Reels could fea...

Introducing Tunnel Sync for Gmail: Streamline Your Email Integration and Boost Workflow

Enhanced Communication through our New Tunnel Sync for Gmail We're ecstatic to announce the rollout of our advanced Two-Way Sync (V2) for Gmail. What’s New Our updated service allows you to synchronize inbound emails from any existing contact directly into your SMBcrm account when your 2-way sync is connected.

Introducing Collective Event Types: Elevate Collaboration and Boost Productivity

Harness the Power of Collective Event Types We are thrilled to introduce our latest feature - Collective Event Types. With this new update, you can now seamlessly schedule meetings involving multiple members of your team at once.

Revolutionize Your Checkout Experience with Our Enhanced Payment System

Google Pay is now readily available on the payment page – no longer tucked away under an ‘Other’ tab. Streamlined Apple Pay Integration We've also updated our integration with Apple Pay.

Introducing Enhanced Google Business Profile Integration: A Smoother Approach to Streamline Your Business Presence

Streamline Your Business Presence with Improved Google Business Profile Integration We're thrilled to announce significant enhancements to our Google Business Profile integration features, designed to refine the experience and streamline the integration process. With this update, you can now access robust error visibility and enjoy a more streamlined troubleshooting experience.

Introducing Seamless Receipts: Automate Your Calendar Appointment Payments

This new feature allows businesses to swiftly distribute a confirmation receipt to their contact or lead once they successfully finalize a payment for booking a calendar appointment. Customizable Features for Businesses The feature pack allows you to custom-tailor your receipt with flexibility.

Introducing App Version 3.49.4: New Features, Enhanced Dashboard, and Improved Notifications

The HighLevel & LeadConnector Mobile App (v3.49.4) is here, bringing enhanced features, bug fixes and improvements. Here's what you need to know.

Introducing LeadConnector Mobile App Version 3.49.4: A New Dimension of Efficiency and User Experience

The comprehensive upgrade introduces an array of exciting new features and improvements, all built to enhance your user experience and increase efficiency. Fresh Features Revitalized Conversations: We're rolling out an extensive upgrade to conversations.

Introducing Customizable Conversation Flow and Enhanced Security: Boosting Conversation AI Capabilities

New Enhancements to Boost Conversation AI: Introducing Greater Flexibility and Improved Dialogue Flow 🤖 We're thrilled to introduce significant improvements to our Conversation AI capabilities. 🛠️ Customize Your Conversation Flow: Our new feature allows users to add and edit questions within the Conversation Flow, helping guide the AI Bot to better suit your specific business needs and requirem...

Revolutionize Your Affiliate Program with Manual Sale Attribution

Manually Attributing Sales to Affiliates: A Game Changer Brilliant news. We're thrilled to roll out an impressive new update to our affiliate management system.

Introducing the Game-Changing Inbound Call Functionality for Web App [Beta]

Introducing the Innovative Incoming Call Functionality in Web App [Beta] We’re thrilled to present a newly released function that allows inbound calls to be managed directly from the desktop app. This remarkable feature enhances efficiency and offers an unhindered user experience for handling incoming calls.

Introducing The New Enhancements: Streamline Email Design with Logo and Image Resize Features

Welcoming The New Enhancements to our Email Builder We're thrilled to announce some exciting updates to our email builder. Our goal is always to streamline the user experience and increase efficiency, so we've added a logo element and image resize feature that will make designing your emails more seamless and effective.

Introducing the Game-Changing 'Media' Screen: Revolutionizing Affiliate Manager Interactions

Empowering Affiliate Managers with Our New 'Media' Screen Feature We're thrilled to announce the introduction of a new, dynamic feature, the 'Media' screen in our Affiliate Manager offering. This exciting feature is set to revolutionize how affiliate managers share valuable branding material with affiliates, significantly simplifying and streamlining the process.

Introducing Seamless Receipt Automation: Boost Efficiency and Delight Customers

Automating Your Business with our New Receipt Feature We are excited to announce the introduction of automated receipts for invoices and Text2Pay link payments, a new feature designed to streamline the receipt process for businesses and their customers. With our newly introduced automated receipts feature for invoices and Text2Pay link payments, businesses can send a confirmation receipt automa...

Introducing Seamless 'Thank You' Page Experience for Forms & Surveys

Improved Visibility for 'Thank You' Page in Long Forms Previously, users completed lengthier forms and surveys and submitted them only to find that the 'Thank You' page was hidden at the top. But now, we're making interactions smoother and simpler.

SMBcrm Unveils Enhanced Email Verification and Increased Sending Capacity

Enhanced Email Verification and Increased Sending Capacity Now Lives on SMBcrm Exciting update alert. Here's all you need to know about what’s new: Account Level Email Verification Now at Your Disposal Account holders with us now have the power to enable or disable email verification at their discretion.

Unleashing the Power of Enhanced XML Sitemaps: A Game-Changer for Blogs and Categories

The New Feature This enhancement enables business owners to index the URLs for their blog posts that are added to the funnel or website page(s). It also includes an automatic discovery system for blogs and categories in the website or funnel page, crawling the URLs once the funnel page is saved in the funnel builder.

August 2023

Revolutionize Your Editing Experience with the Enhanced Sticky Editor

With our new improvements, we have made sure that the Sticky Editor only shows up if any text within the elements are selected. This feature will considerably streamline your workflow, ensuring less confusion and greater productivity.

Introducing the Revolutionary Survey Template Library

Template library now supports Survey.

Exciting Updates to Contact Smartlists: Unleashing Enhanced Filtering Capabilities

Exciting Enhancements to Contact Smartlists: More Filters for Seamless Operations We've updated our Contact Smartlists, providing you with additional filters to streamline and optimize your leads management. Created By Filter Now, you can search for contacts based on the user responsible for creating a particular contact record.

Introducing Game-Changing Updates: Enhancing the 'Add Guest' Feature in Our Calendar!

Exciting Update: Introducing Enhanced 'Add Guest' Feature in Our Calendar. We're always striving to deliver feature-rich solutions and better user experience for our valued customers.

Streamline Opportunities with the New and Improved SMBcrm

This feature is designed to save time and create an easier opportunity creation experience. Unveiling the New Opportunity Modal When creating an opportunity from the Contact Detail or Smart List page, all the pertinent contact information will be pre-filled for your convenience in the new Opportunity modal.

Unleash Your Shopping Power: Introducing Expanded Product Purchase Limit

That restriction is now history. The New Upgrade Our most recent upgrade increases the product limit to 999, offering greater flexibility and more considerable transaction capacity.

Revamped Email Builder: Introducing Color Picker Swatches

Exciting Enhancements to Our Email Builder Great news. Introducing - Color Picker Swatches We've added colour swatches to the Text Editor Color Picker.

Introducing Powerful Enhancements to Invoice Management

Enhancements to Invoice Management Now Available. We know managing your invoices is crucial to your business.

Introducing a Visual Upgrade: Elevate Engagement with Dynamic Image Rendering on New Form and Survey Builders

Exciting Product Update: Boost Engagement with Background and Header Image Rendering on New Form and Survey Builders Coming up with an effective, visually appealing, and engaging survey or form can be a challenge. Understanding this, we are proud to introduce the Background and Header Image Rendering feature within our New Form and Survey Builder.

Fresh Enhancements: Elevate Your Reputation Management Experience

Fresh Enhancements in Reputation Management UI We are thrilled to bring you an immersive update in our Reputation Management feature. Dive in to discover the new changes Improvements in Requests Page The Requests page has also undergone a major facelift.

Expand Your Reach: Introducing Enhanced Listing Capabilities in Canada

This development means you now have increased control over online information, thereby enhancing your visibility and engagement with the Canadian customer base. Your Favorite Listings, Now In Canada Our expanded service encompasses support for over 55+ active listings that are highly recognized and widely used in Canada.

Introducing Real-Time Testing: Elevate User Engagement with our New Conversation AI Update!

New Trial Release: Real-Time Conversation Testing for Optimized Interactions We're delighted to announce an incredibly useful update to our Conversation AI. This brand new feature release focuses on enhancing your user experience at SMBcrm by integrating a real-time Trial Bot widget.

Exciting Updates to Boost Your Workflow Opportunities

Introducing Updated Actions First off, Opportunity Custom Fields are now accessible in our Create/Update Opportunity action. This means you can now apply more segmentation and detailed criteria to your opportunities, allowing for a more granular approach to the management of your sales processes.

Elevate Your Content Creation with Our Enhanced Image Generation

Elevate Your Content Creation with Our Improved Content AI for Images We are thrilled to announce an improved model of Content AI for Images designed to elevate your content creation process. Introducing the Enhanced Image Generation The enhancements introduced in our updated Content AI for Images are meticulously crafted to cater to the wide-ranging needs of our users.

Introducing Standard Brand Registration: Enhance Your Communication with Increased Sending Capacity!

To qualify for Standard Brand registration, businesses must fulfil the following prerequisites: Possess a valid Tax ID (or EIN for US businesses) Valid Business Information: This includes a proper business name, first name, last name, email address, phone number, and physical address. The fees applicable for Standard Brand registration are: One-time Standard Brand registration fee: $48.51 One-t...

Introducing ACH Direct Debit: Simplify Payments and Boost Customer Satisfaction

Dynamic Payment Processing For Your Business We're excited to announce that ACH Direct Debit is now available as a payment method on your invoices and Text2Pay links. Whether it's for one-time invoices or recurring ones with automatic payments, this feature brings everyone an easy and convenient way to request, process and receive payments straight from your customers' US bank accounts.

Personalize Your Video Content with SMBcrm's New Custom Fields/Merge Fields Feature

SMBcrm Now Supports Custom Fields/Merge Fields for Video Elements in Funnels/Websites Great news for SMBcrm users, you're now able to incorporate Custom Fields/Merge Fields directly into your video elements on both Funnels and Websites. We feel that every interaction with your customers should offer the opportunity for personalization and improved engagement.

Introducing Lightning Fast Funnel & Website Optimization for Maximum Performance

Skyrocketing Optimization: Major Speed Improvements for Funnel & Websites What's the Latest.

Introducing Our Powerful "Image and Text Layout" Feature for Unforgettable Emails

Elevate Your Email Marketing with Our New "Image and Text Layout" Feature Bring Visual Appeal and Consistency to Your Email Campaigns The magic of email marketing lies in the ability to catch the eye, deliver a message, and inspire action. We're thrilled to announce that we've brought that ability to a whole new level with our newly introduced "Image and Text Layout" feature.

Introducing Content Control: Mastering the Art of Quantity and Quality

Balancing Quantity and Quality with the Length of Content Feature We're continuously innovating to make your content generation faster, easier, and distinctly better. We now provide the ability for you to select the length of content in each module by yourself.

Introducing Enhanced Attribution Reporting: Uncover Deeper Insights Into Your Business Performance

This newly upgraded feature was designed with an aim to offer deeper insights into various key aspects like revenue, leads, opportunities, and sessions. New Features & Improvements We have incorporated several new features and improvements to enhance your experience and provide meaningful insights into your business.

Supercharge Your Email Campaigns with our Enhanced Email Builder

This upgrade brings a plethora of features designed to enhance your email marketing efforts, including a new UI, inline text editor, Content AI image in the image element, and much more. Modernized UI for a Seamless Experience To begin with, our upgraded Email Builder boasts a new and enhanced User Interface (UI).

We have news for you. After all that effort, it's disheartening to know only about 10% of your audience will see it.

Take Control of Your WordPress Databases with Our Exciting phpMyAdmin Integration!

Stay in Control of Your WordPress Databases with Our Latest Feature Update We are thrilled to announce an enhancement that gives you the fastest route to manage your WordPress databases. With this new addition, you gain direct access to oversee your WordPress databases using a widely-used tool known to developers and database enthusiasts — phpMyAdmin.

Compliance Consistency with Added Consent Checkbox SMBcrm is dedicated to ensuring your lead generation efforts remain compliant with fluctuating international regulations. We're proud to introduce our latest feature addition - a vital Consent checkbox specifically for our Calendar default forms.

Introducing: Elevate Your Form and Survey Designs with Line and Box Style Options

Introducing a New Level of Customization: Line and Box Style Options for our Form and Survey Builder We are beyond thrilled to begin this week announcing an exciting new feature that will add flair to your form and survey designs like never before. Our development team has been tirelessly working to create a feature that would give you, our versatile users, more control over structuring your fo...

Discover the New Layout Options for Your Funnel/Website Builder!

Exciting New Layout Options for Your Funnel/Website Builder We stumbled across a pretty cool feature while traversing the path of constant innovation. In reality, this feature is not so new to us, but definitely new to you, thanks to all the invaluable feedback we've been getting from our beloved customers.

Introducing Seamless Proposal and Estimate Creation for Your Business

Now, all users can natively create and send detailed proposals or estimates directly through our platform. This new feature is designed to streamline your business process, making it easier to present a comprehensive overview of your services and associated costs to prospective customers.

Experience the Power of New Email Marketing Enhancements!

New Email Marketing Enhancements are Here. We're excited to announce some significant enhancements to our email marketing features.

Revolutionary Transaction Tracking for Membership Services

Exciting progress in tracking membership transactions We are thrilled to announce that we've improved our transaction tracking for our membership services. This robust enhancement enables a smooth and seamless experience for tracking all transactions made within memberships which is now available under Payments -> Transactions.

The enhancement covers a complete reworking of the in-app booking appointment module, featuring improved View Appointments, streamlined Booking, and advanced Editing features. Efficient Booking Process: The newly redesigned "Book Appointment" feature allows scheduling appointments much simpler for both existing and new contacts, streamlining the entire process.

Breaking Barriers: Introducing Multi-Language Support for Memberships!

Now Supporting Multiple Languages The world is a global village and we aim to include everyone in it. To this end, we have expanded our multi-language capabilities to include: Spanish German French (Both Canadian and French) Portuguese (Both Portugal and Brazil) Italian Dutch Swedish Danish Finnish Norwegian Clients from these countries can now interact with their membership platforms in their ...

Introducing Revolutionized Domain Connect: Seamless Integration for Funnels and Websites

Exciting Product Update: Enhanced Domain Connect Integration with Funnels and Websites We are extremely excited to unveil our latest update to the SMBcrm system – an expanded Domain Connect feature that now supports three of the leading domain providers, including Google Domains. Seamless Integration In this update, we've enhanced the Domain Connect feature to support seamless integration with ...

Upgrade Your Phone Numbers Management Experience

Ensuring consistency across our system's new features and modules, the View3 design language beautifully enhances the interface. Visibility for “Number Type” Field: To simplify identification, all numbers now come with a “Number Type” field.

Introducing Enhanced Message Status and Error Insights: Clearer Communication for Your Outreach Efforts

🎈 🔍 Precise Messaging Statuses: Our developments now offer more accurate final status updates. 🚫 Improved Error Descriptions: Let's get into the root cause of the issue.

Experience Enhanced Control with Toll-Free Registration 2.0: Real-Time Submission and Status Tracking Upgrade

Our latest feature is designed to provide you with a hassle-free experience as well as greater control and transparency over the registration process. 🌟 Expanded Access: Sub-account users can now register toll-free numbers at the phone number level.

Enhancing Form Customization: Introducing Full Screen Mode in Our New Form Builder

Introducing Full Screen Mode in Our New Form Builder We're excited to introduce a significant upgrade to our new form builder designed to take your form customization to the next level. What's New: Full Screen Mode The newly introduced Full Screen Mode maximizes the utilization of the entire screen space where it's embedded, thereby enhancing your users' interaction experience with the form.

Introducing the All-New Form Builder: Unleash Unprecedented Customization Opportunities!

Experiencing New Levels of Customization with Our Enhanced Form Builder We're excited to bring you a major product update that elevates your customization capabilities like never before. In our latest form builder update, we've introduced new qualities to the Terms and Conditions element.

Introducing Enhanced Compliance Adherence: New Terms and Conditions Feature for A2P Compliance

New Terms and Conditions Feature for Compliance with A2P We are excited to reveal a brand new feature that we've added to our services, paving the way for enhanced compliance adherence. This is significant as it enables users to include consent for the potentially sensitive task of phone information collection.

Revolutionizing Engagement: Introducing Communities for Collaborative Discussions

Introducing Our Newest Feature - Communities. This exciting new feature is designed to enhance engagement, interaction, and collaboration within our user base.

Revolutionizing Online Payments: Introducing NMI and Authorize.net

New Payment Gateway Support: NMI and Authorize.net Beyond our established and seamless Stripe integration, we now offer two more payment gateways. Introducing: NMI Authorize.net With these new additions, we've expanded our capacity to suit a wide range of your online payment needs.

Level Up Your Lead Process Understanding with Our New Feature

Enhance Your Lead Process Understanding with Our New Feature A part of our ongoing commitment to ensure our customers succeed in their marketing and sales efforts, we are thrilled to announce an outstanding enhancement our platform - the Tracking Lost Reason for Opportunities feature. Sign up today to experience this feature firsthand.

Enhanced Proposals and Estimates: Mobile Compatibility and Hyperlink Support

Enhancements to Proposals and Estimates: Mobile compatibility and Hyperlink Support We are thrilled to inform you that we have made some exciting enhancements to our Proposals and Estimates features. Understanding the increasing importance of mobile browsing, we have updated our platform to allow customers to review, accept and sign proposals directly from their mobile devices.

Exciting Upgrades to Conversations: Perfecting Email Signature Formatting

What's New in Conversations 🌟 Essential Fixes for Email Signature Formatting & Rendering ✍️ Before: Some users reported formatting problems with email signatures when using the TipTap editor. This issue was present on the Conversations page's new email composer and email signatures added by users on the My Profile page.

Introducing Enhanced Proposals and Estimates: Amplify Your Business Propositions

Now, you can utilize additional custom fields nested under the Contact section. Here's a screenshot for reference: Deliver a Richer Experience to Your Clients The populated value will also be made available on the preview link, plus any downloaded content.

Unleashing the Power of Image AI: Revolutionizing Blog Visuals

The Future is Here: Transformative Image AI for Blogs We're excited to bring a new era of creativity and interactivity to your content creation endeavors. Welcoming the revolutionary Image AI - a stellar upgrade to our digital suite; now experience the simplicity of creating compelling, high-definition visuals that will captivate your audience like never before.

September 2023

Unleash Your Potential with Enhanced Exporting: Discover the Latest Features of SMBcrm

Experience the Power of Enhanced Exports for Opportunities at SMBcrm Welcome to a brand-new era of efficiency and control with the latest enhancements to Opportunities Export feature. Custom Fields Export Starting today, your exported file will now include all custom fields that are associated with opportunities.

Enhanced Functionality: Introducing Pagination, Improved Trigger Function, and Accurate Search Results

Now, you can view multiple records across all available list views in the Payments menu, which includes Invoices, Orders, Subscriptions, and Transactions. Check out the new Pagination feature, and make the most of your enhanced view.

Unleashing the Power of Lead Nurturing: Introducing New Workflow Opportunities!

New Workflow Opportunities for Lead Nurturing Enhancing your power to nurture leads, we're excited to announce two new opportunities added to our workflow triggers: Opportunity Created Opportunity Changed Customizable Workflows To Boost Your Efficiency These new triggers join our already comprehensive list offering even more tailored responses to the changing needs and actions of leads. The new...

Introducing Course Progress Tracker: Stay on Top of Your Members' Learning Journey!

Exciting New Feature Release. Monitor Progress On Your Courses We are thrilled to introduce a fantastic new addition to our memberships platform.

Elevate Your Brand with Custom Backgrounds: Introducing Enhanced Proposal and Estimate Customization

Revamp Your Proposals & Estimates With Newly Integrated Customization Features At SMBcrm, we constantly work on providing you with the tools to help your business stand out. That’s why we are excited to announce a new update that will take your proposals and estimates to the next level - introducing the option to upload a page background image for your proposals and estimates.

Unveiling the Stellar Enhancements to Our Communities Feature

Introducing Stellar Enhancements to Our Communities Feature 🌟 We're excited to unravel a suite of updates aimed to significantly elevate your experience with our Communities feature. This visual marker not only acknowledges their significant roles, but also enables members to effortlessly identify community leaders with special rights.

Unleashing Enhanced Control and Granular Details with Multi-Commission Support

New Feature Release: Enhanced Control With Multi-Commission Support and Granular Product Commission Details We're thrilled to announce an exceptional upgrade to our Affiliate Manager within SMBcrm. Link Commission to Product Variants 🔗 Now you can set unique commission rates for different product variants, offering a more custom-tailored commission structure.

Discover the Power of Short Label: Enhance Your Forms and Surveys Today

Introducing The Newly Enhanced Form and Survey Builder 🚀 The journey in enhancing our products and services continues, and we're excited to announce the latest feature that joins the roster; the "Short Label" element in our new form and survey builder. What's New With the "Short Label" Feature 😎 Short Label is an innovative feature that enhances each input field, question, or form section.

Google Fonts Integration with GDPR-Compliant Typography: A New Feature in Our Form and Survey Builder We are delighted to announce the integration of Google Fonts with our Form and Survey Builder. This feature addition not only heightens our design versatility but also strengthens our commitment to GDPR compliance.

Introducing Live Typography Preview: Revolutionize Your Website Design Experience!

As part of this ongoing commitment, we've just introduced our live Typography Preview feature to our state-of-the-art Funnel Builder, available from LABS. In with The New We've streamlined the process.

Introducing the Enhanced "Short Label" Feature: Streamline Forms and Surveys for an Engaging User Experience

Revolutionize Your Website Management with the Game-Changing Staging Environment Feature in WordPress

Streamline Your Website Management With Our New Staging Environment Feature In WordPress We are thrilled to bring to your notice a new feature that has been introduced in our WordPress interface - The Staging Environment Access. This feature is designed to enhance workflow efficiency, allowing users to create, test, and update their websites safely without any interference with the live site.

Enhanced Collective Booking: Introducing Seamless Zoom and Google Meet Integration

Streamlining Collective Booking with New Integration We're excited to announce a new enhancement to our Collective Booking feature. Now, when scheduling appointments, users have the option to use either Zoom or Google Meet as a meeting location.

Introducing Manual Record Addition: Unlock Unprecedented Control over Your Domain Configurations

Here at SMBcrm, we're committed to providing the finest tools and features to maximize your experience and business potential. This new feature is designed to significantly enhance the flexibility and control over your domain configurations.

Here's the good news - it's not. Improved Relevance: Customised posts resonate seamlessly with platform-specific user interests, leading to higher engagement.

Level Up Your Email Marketing Experience: Lightning Fast Send and Schedule, Intuitive Text Editor, and Fine-Tuned Permissions

Now, you'll experience significantly faster page loads, allowing you to complete your tasks at a remarkably quicker pace.

Introducing: Enhanced Email Reporting and More Precise Statistics

Exciting New Updates: Enhanced Email Reporting and More Precise Statistics We're thrilled to announce an important product update that will significantly improve your user experience with SMBcrm. Now, a simplified interface in our Email Builder ensures uniformity in statistics when you're managing your email marketing campaigns.

Unlock Lightning-Fast Performance: Introducing Game-Changing Speed Enhancements for Funnels & Websites

Put simply, it means your site will now handle changes and updates more effectively and accurately. Backgrounds and thumbnails now load faster than ever with the use of media queries.

Level Up Your Security with reCAPTCHA 3 - The Ultimate Bot Buster!

New Feature Alert: Enhanced Security with our reCAPTCHA 3 Validation Update We're thrilled to announce the latest feature now available on SMBcrm - reCAPTCHA 3 Validation for both V2 Funnels and V2 Offer Checkouts in Memberships. This new addition to Order Forms in V2 Funnels and V2 Offer Checkouts in Memberships ensures a sturdier safeguard against malicious activities.

Unleashing the Power of Control: Introducing Enhanced Calendar Booking Widgets

Empowerment through Enhanced Control Over Calendar Booking Widgets We're excited to announce the arrival of our new enhancement, aiming to empower our users with improved control over the calendar booking widget. This new feature allows users to make the decision to either display or hide the total number of available seats for each slot in Class booking calendars.

Introducing Our Advanced 2-Way Email Sync: Unassigned Contacts and Multiple Email Support

Enhanced Functionality with Our Improved 2-Way Email Sync We're excited to let you know about the newest features in our enhanced 2-way email sync functionality. Sync Emails with Unassigned Contacts Now, you will be able to receive inbound emails directly into your CRM even from contacts who aren't assigned to any specific user.

Exciting Updates: Enhancements to Our Community Platform

Automatic Membership Rejection Notifications Now, when membership requests are declined by admins, the member will receive an automatic notification informing them of this decision. Instant Notifications for Admins Admins and group owners no longer have to constantly check their dashboards for new membership requests.

The Ultimate Group View Experience: Discover Our Stylish New Template!

Introducing Our Stylish New Group View Template We are thrilled to present our freshly designed group view template - a combination of simplicity, elegance and practicality. Our aim with this new look is to enhance navigation and accelerate user engagement while maintaining a sleek and modern aesthetic.

Level Up Your CRM Experience: Introducing Sticky Filters for Seamless Communication Management

Enhancing Your CRM Experience: Introducing New Features To Transform Your Communication Management We're excited to announce the introduction of 'Sticky Filters' in our Conversations module. This feature has been designed with the goal of enhancing your CRM experience and increasing the efficiency of managing your business communications.

Revolutionizing Reputation Management: Introducing the Redesigned UI Dashboard

In this latest update, expect new features, improved responsiveness, and a pleasing aesthetic to enhance your experience.

Introducing Advanced Bot Training: Smarter Responses with Less Effort

Smarter, More Efficient Conversational AI Responses We are thrilled to introduce you to the latest enhancement in our line-up, an upgrade that poses a significant leap for our Conversation AI Bot training feature. You can now promptly provide the bot with either a single or multiple URL(s), be it for a website or blog, eliminating any extra manual work.

Introducing: Revolutionizing Conversations for Maximum Efficiency

We're thrilled to announce some exciting changes to our Conversations feature. The Latest Enhancements Here's a quick look at what's new: One-Stop Conversations: You can now manage messages from multiple phone numbers linked to a contact all in one place.

Enhanced Orders List Export: Unveiling Line Item Details for Accurate Tracking

Key Player: Line Item Details One of the ways we've improved the Orders list export is by introducing line item details. Here's what you can now access when you export your Orders list: Line Item Name: Know exactly what was purchased in each transaction.

Introducing Effortless and Personalized Member Invitations

We are excited to announce some fantastic enhancements on how you can invite new members to your community on SMBcrm. Invite by Email Community admins and owners can now effortlessly kick-start the invitation process directly from the 'People' tab.

Introducing the Game-Changing CRM Document Management

Introducing Revolutionary CRM Document Management Great news. Now, you can effortlessly manage all your contact-specific documents in a centralized and intuitive hub.

Unleashing New Power: Introducing our Revamped Dashboard for Unparalleled Data Management and Decision-making

Unleashing New Power: Major Dashboard Design Enhancements We've supercharged your command center. This, ladies and gentlemen, is our newly designed dashboard - your secret weapon for rapid decision-making and performance monitoring.

Introducing the Accordion Revolution: Transforming Email Engagement

Introducing an Exciting New Feature: Accordion/FAQ Element in Email Builder We're thrilled to announce the latest innovation in our platform - the Accordion/FAQ element in the email builder. If creating engaging, intuitive emails is your aim, this feature is precisely the tool you need.

Unlock the Power of Conversational AI: Introducing Bot Response Feedback and Fine-Tuning

Experience Seamless Feedback Loop with Auto-reply Mode Our proprietary Auto-reply mode (Currently in private beta) and the Bot trial chatbox now include a comprehensive feedback loop. On the Bot Trial Page, you will now discover "thumbs up" and "thumbs down" icons next to each bot response.

Introducing Fully Customized Email Notifications for Elevated Proposals/Estimates Communications

Elevate Your Proposals/Estimates Communications with Fully Customized Email Notifications We're thrilled to announce that our Proposals/Estimates are now offering a suite of enhancements. Forge a Stronger Connection with Personalized Email Templates First, businesses can now utilize personalized email templates when sending documents or signed copies to clients.

We are proud to announce the latest addition to our impressive array of features: GDPR Compliant Fonts. This new feature simplifies the compliance process, allowing you to incorporate GDPR-compliant fonts into your funnels and websites with just a flip of a switch.

Unleash Your Video Marketing Potential: Introducing Video Lead Generation with Interactive Forms

Harness the Power of Video Content with Our Latest Lead Generation Feature We are thrilled to announce the launch of a highly-requested feature: lead generation with hosted videos using forms. Amplify Your Lead Generation With powerful features at your disposal, this new feature lets you restrict a user's ability to watch a video beyond a set timestamp and present them with a popup form to capt...

Embrace Multilingual Support in Chat Widget We are excited to share that now you can communicate more effectively with your international leads, thanks to the new Internationalisation support offered in our chat widget. This feature facilitates multi-lingual communication by enabling users to interact using their preferred language.

Boost Your Community Engagement with New Enhanced Features

Engage More, Interact Better: Introducing Enhanced Features for Your Community Groups You asked, and we listened. We're excited to introduce new features that will enrich interaction and communication within your community groups.

Introducing Auto-Pilot: Revolutionize Conversations with AI Bot!

Take advantage of this innovative feature and respond immediately to leads and conversations, any time, day or night. How to Access the Auto-pilot Mode To start using this exciting new feature, navigate to the conversation AI settings within your account settings.

Unleashing the Power of the Enhanced Email Builder

This new enhancement gets rid of distorted visuals, helping your content look its best. Improved Accessibility with Additional Bottom Margin Struggling to add elements at the bottom of the builder has become a thing of the past.

Embrace Collaboration and Boost Earnings with Second-Tier Commissions

With our new feature, second-tier commissions, you don't just cash-in on your direct sales but also on the sales generated by the affiliates on your team. Here’s a brief on the striking benefits of second-tier commissions: Incentivises Recruitment: With second-tier commissions, you’ll enjoy more incentives to recruit and mentor new affiliates, helping us expand our affiliate network for more sa...

Enhancing Your Calendar: Introducing the Consent Checkbox We're thrilled to announce that our Calendar settings now include a Consent Checkbox, a handy feature that will appear on the booking form when your contacts schedule appointments. This enhancement is aimed at ensuring that you're in compliance with A2P 10 DLC regulations and allows you to capture vital consent information from your cont...

October 2023

Enhance Your Online Presence with Personalized Review Widgets!

This innovation enables our users to customize review widgets seamlessly to sync with their brand's identity and objectives, fortifying a consistent and appealing digital presence. Key Features & Improvements Unique Widget Creation Our users now have the autonomy to create widgets from scratch, ensuring every component perfectly syncs with their brand essentials.

Introducing Our New WordPress Debugging Tool: Boosting Control and Visibility for Your Website

Empowering Your WordPress Experience With Our New Debugging Feature 🛠️ We're thrilled to unleash our new WordPress Debugging tool. Specifically designed to enhance the control and visibility you have over your website's operations, this feature allows you to view PHP errors, warnings, notices, and other crucial developer-related insights straight on your website.

Revolutionize Your Workflow Management with Our Enhanced Workflow Builder

Experience the Power of Our Enhanced Workflow Builder Get ready to enjoy an enriched user experience as we unveil our newly revamped Workflow Builder. Unleashing Improved Visualization Creating and navigating through complex workflows have never been easier.

Introducing Dynamic Customization: Enhance Your Account Manager Experience!

Exciting New Customization now available for Your Account Managers. We are thrilled to announce our newest feature release, which offers a new level of customization for your account management tabs.

Introducing the Dynamic Image Slider Element for Effortless Visual Engagement

We are excited to share some fantastic new features with our valued users - introducing the Image Slider element for our website and funnel builder. With this new feature, creating dynamic and engaging visuals has never been more effortless and seamless.

Introducing Automatic Invoice Creation: Streamline Your Transactions with Ease!

We now offer automatic invoice creation once a proposal or estimate is signed. You now have the chance to review the invoice directly, make any necessary edits, and then send it to your client for payment.

Introducing the Dynamic Video Background Feature

We're delighted to introduce the new Video Background feature in our website and funnel builder. This game-changing edition allows you to seamlessly integrate exciting video backgrounds into your website's sections, rows, and columns, offering a visually dynamic and engaging experience to your audience.

Discover New Exciting Features for Your Surveys We're thrilled to announce the release of our innovative survey design update. Now, you're ready to reshape the look and feel of your survey designs like never before.

Automate and Plan Your Posts with RSS Feed Introducing the latest update in our line of features designed to make your content sharing more efficient. This unique feature allows you to automate your sharing using RSS URLs.

Experience the Power of Enhanced Email Management in Conversations

Enhanced Email Management in Conversations🌟 We're ecstatic to announce a fantastic improvement to our Conversations feature. 🌟 Introducing the Newest Updates: Our exciting enhancements are ready to take your email conversations to the next level: Email Threading: No more confused digging through countless emails.

Introducing the Exciting New Feature: Coupons in SMBcrm Memberships!

🌟 We're thrilled to introduce a game-changing new feature to our Memberships service—Coupons. 🌟 New Features With the introduction of Coupons, we're adding every aspect of: Exclusive Offers and Discounts: Provide special deals and reduced prices with the use of coupons at the time of checkout on your membership platform.

Unleash the Power of Saved Elements for Jaw-Dropping Emails!

The power to create captivating, on-brand emails is now at your fingertips, thanks to our latest feature - Saved elements in the Email Builder. Newsletter Sections: Share regular updates or news to keep your audience engaged.

Unveiling Picture in Picture: Elevating User Experience with Hosted Video Scroll

Unveil an Elevated User Experience with Our Upgraded Feature: Picture in Picture mode on Hosted Video Scroll 🚀 Great news. We are thrilled to introduce a fresh enhancement in our platform that brings your video content interaction to a whole new level.

Enhanced Conversations and Audit Logs: Simplified Contact Search and Improved Transparency

Exciting Enhancements to Conversations and Audit Logs 🌟 We are delighted to introduce two major improvements to our Conversations feature. Improved Contact Search 📞 Finding accurate contact phone numbers within the Conversations page has just gotten easier.

Introducing Enhanced Flexibility and Control with the New Configure Bot Intent Tab

Exciting Changes to Conversation AI Bot We are delighted to unveil the new Configure Bot Intent Tab in our Conversation AI—an update that brings more flexibility and control to your bot interactions. New Intent Say hello to a New Intent : Support and General Q/A (Auto-Enabled) feature.

Introducing the "Task Completed" Trigger: Streamline Your Workflow Efficiency

Exciting News: Introducing the "Task Completed" Trigger for Workflow. We are thrilled to announce a new enhancement to our workflow functionalities.

Streamline Your Transactions with Enhanced Quickbooks Integration

In the light of this endeavor, we're thrilled to announce that we've improved our Quickbooks integration capabilities significantly. Seamless Transaction Processing with Auto-Created Sales Receipts From now onward, whenever you process a payment via the order forms or calendars - or even make subsequent subscription payments - a sales receipt will be created automatically inside Quickbooks.

Elevate Your Call Management Experience with Enhanced Features

With improved team collaboration offered by the Incoming Call Ring All feature, swift access to call records via our public API, and other tidings, we have packed a power punch into your day-to-day operations. Incoming Call ‘Ring All' Feature Welcome to a feature that boosts team collaboration exponentially.

Unverified Toll-Free Numbers: Mandatory Registration Announced!

Upcoming Industry-Wide Changes: Toll Free Number Registration Necessity As part of our commitment to maintaining an effective and trusted messaging system for our users, we wish to inform you about an important, industry-wide change set to take effect.

Exciting Updates: A2P Verification Enhancements Simplify Your Experience

Exciting Updates: A2P Verification Enhancements We are pleased to announce some new product features that will simplify your experience with A2P verification. New A2P Status Indicator We are introducing a new A2P Verified status at the number level.

Introducing WordPress Analytics: Unlocking the Power of Data for Your Website

We're excited to introduce a new feature that's designed to give you more control and insight into your website's performance and audience - the WordPress Analytics. This feature is now in the Beta stage, ensuring your online activities are well tracked, and you make more informed decisions.

Introducing Auto-Invoice: Streamlining Business Operations with Automated Invoicing

Introducing Auto-Invoice in Workflows for Streamlined Business Operations We are beyond thrilled to bring you a feature that many businesses have been eagerly awaiting — Automated Invoicing within the workflows. This feature is designed to help businesses automatically send invoices based on a specific trigger event.

Introducing Seamless Invoicing: Custom Invoice Templates for Streamlined Financial Operations

Create Custom Invoice Templates for Streamlined Invoicing We're thrilled to announce a brand new feature that will streamline the invoicing process for businesses. Now, you can create custom invoice templates to quickly and easily generate one-time or recurring invoices.

Introducing Enhanced Multiple Recipient Support for Proposals and Estimates

Exciting Feature Update: Multiple Recipient Support for Proposals and Estimates We're pleased to announce a significant update to our Proposals and Estimates features. With this latest enhancement, businesses will now have the ability to send and assign signature elements to multiple recipients, instead of just one contact per document.

Organise Your Social Posts with New Tagging and Category Feature We're thrilled to announce an exciting update to our social planner. Here's what you can anticipate this new feature to deliver: Content Organisation Tags Keyword or label each of your social posts with tags.

Introducing Effortless Contact Look-Up: Simplify Your Account Experience

We are excited to announce a recent feature enhancement that revolves around contact finding. Effortless Contact Look-Up The improved contact finding feature in your account allows you to easily locate a contact from Inbound Webhook Trigger or custom Marketplace Triggers.

Unlock Limitless Potential with Our Enhanced Coupon Code Capabilities

You can now craft and control enticing coupon codes, ranging from 0-100% discounts, to boost lead conversion and engagement. This dynamic feature is your secret weapon - driving traffic, skyrocketing your conversions, and ushering both affiliate and you to unparalleled growth.

Introducing Reviews AI: Revolutionize Your Review Responses

We are excited to introduce Reviews AI, a groundbreaking feature designed to revolutionize your review response process. This innovative addition to our Reputation Management platform enables you to respond to reviews in a more personalized and time-efficient manner.

Efficiently Manage Your Listing Information with SMBcrm's Latest Feature

Introducing a New Feature: Efficiently Edit Listing Information Within SMBcrm As part of our continuous effort to provide you with the best user experience, SMBcrm has made a significant enhancement to our online listing capabilities. Agency users can now directly edit location business information within the SMBcrm interface.

Revolutionize Your Affiliate Marketing with Manual Lead Creation in Affiliate Manager!

Unveiling the ability to manually add leads in Affiliate Manager We're delighted to bring you the new opportunity of manually creating leads in the Affiliate Manager. Manual lead entry allows for tracking of unique conversions like phone orders, offline purchases, or custom events.

Introducing Themes: Unleash the Power of Customization for Your Forms and Surveys

Discover the Power of Customization with Our New Themes Feature We're thrilled to announce the release of our latest feature—Themes. Explore a World of Aesthetics With the new Themes feature, you get to choose from a wide variety of professionally designed themes.

Embrace Social Media with Ease: Introducing the All-New Social Icons Element We're excited to announce the launch of our Social Icons element, a feature designed to streamline your funnels and websites' social media integration. No more wrestling with custom codes or tedious setups - creating a social bar is now as simple as a few mouse clicks.

Introducing LinkedIn Lead Integration: Streamline and Optimize Your Lead Management

We're thrilled to bring you an exciting new feature: the LinkedIn lead integration. With this new feature, you can now connect your LinkedIn account and watch as leads are seamlessly integrated into your CRM.

Experience Elevated Posting: Introducing the Enhanced "Edit Post" Feature

Experience Elevated Posting: introducing the Enhanced "Edit Post" Feature We are delighted to unveil our latest addition: the improved "Edit Post" feature. Fresh Implementations: The New "Edit Post" Capabilities No matter your role in the community – whether you are a member, admin, or owner, we empower you to refine your published posts to ensure they truly echo your intended message.

Unlocking New Search Precision: Introducing Advanced Filters for Custom Fields in Opportunities

We are excited to unlock a new dimension of search precision with the latest update that brings advanced filters for custom fields in Opportunities, streamlining your search experience. Our system now comes with enhanced filtering capabilities.

Introducing "Featured Posts": Take Control of Your Content Visibility!

Introducing Featured Posts, Our New Exciting Feature We are excited to announce a groundbreaking feature that provides Admins and Owners more authority over their content visibility on their channels and home timeline. This amazing feature allows you to "Feature" or pin posts.

Introducing Drip Action: Enhance Your Workflow Management Control

Great news for our users. We're excited to announce a new feature, Drip Action.

Introducing Seamless Workflow Optimization with Proposal and Estimate Templates

Streamline Your Workflow with our New Proposal and Estimate Templates We’re delighted to announce a significant update to SMBcrm. Now, you can create proposal and estimate templates to deliver a uniform, professional experience to potential clients.

Introducing: Streamlined SMS/Email Action Monitoring in the Workflow Builder

Introducing: SMS/Email Action Stats In Your Workflow Builder We are excited to announce an even more efficient way to monitor your statistics with our new feature. Now, you can view SMS and email action statistics directly under each action in the ground-breaking Workflow Builder.

Introducing Contact Engagement Scoring: Unlocking Metrics for Effective Lead Nurturing

This new feature allows users to assign numerical values to contacts based on their interaction with the platform, effectively offering definite metrics to measure how each contact interacts with your business. Customizing Your Scoring System To access this feature, navigate via Settings -> Manage scoring -> Contact Engagement Score.

Unlock Your SEO Potential: Introducing Canonical Links for SMBcrm

Embrace Advanced SEO with New Features in Your SMBcrm′s Toolkit We're excited to introduce a new feature to your SMBcrm account that will further enhance your SEO capabilities. Now, you can optimize your online presence with the addition of canonical links to your website's pages.

Enhance Your User Experience with Activity Cards: Real-time Updates at Your Fingertips

Introducing Activity Cards: Consolidated Real-time Updates We're excited to announce the launch of Activity Cards, a dynamic new feature set to enhance your user experience. Now, you can stay informed about significant changes across your account in real-time, without the need to navigate away from your current module.

Introducing Interactive Voice Response: Revolutionize Your Customer Interactions

Let's delve into the depths of how this innovative feature enhances your business-to-client interplay. Seamless Access: Initiate Effortless Interactions With our IVR feature, you get to introduce a seamless interaction initiation through dedicated hotlines.

Enhance Your Content Creation with New Content AI Capabilities

Introducing New Content AI Capabilities for SMBcrm - Elevate Your Written Content. Embrace more sophisticated and streamlined writing with our brand new Content AI options.

Revolutionize Your Workflow: Automate Proposals, Estimates, and Contracts

Streamlining Workflows: Send Proposals, Estimates, and Contracts Automatically We are thrilled to announce a new functionality that transforms how you configure your workflow actions. Now you can schedule the Send Proposal/Estimate action within workflows to automatically dispatch a document based on a specific trigger.

Introducing Seamless Form and Survey Name Editing

Effortlessly Edit Your Form/Survey Names We are excited to announce a new feature that will streamline the process of managing your forms and surveys. You can now edit the names of your forms and surveys directly in the header.

Revolutionize Your Reporting Experience with Customizable Dashboards

Exciting New Dashboard Customization Features at Your Fingertips Revolutionize your reporting experience by leveraging our latest dashboard enhancements. Introducing an array of powerful features designed to streamline your insights, improve data visualization, and fully customize your reporting interface.

Introducing the Revolutionary Image Editor: Enhance Your Visual Game!

We're excited to introduce our new Image Editor feature for SMBcrm. This unique feature promises to enhance your visual content, making it more vibrant and engaging.

Introducing the Efficient Email Upgrade: SMBcrm's Streamlined Communication Enhancements

Streamline Your Email Communications with SMBcrm New Feature Update We're thrilled to announce a major enhancement to our email functionality within Conversations. Your emails are now organized chronologically into easy-to-follow threads, enabling you to maintain track of ongoing conversations with ease.

Introducing Google Organic Booking: Supercharge Your Business Visibility Today!

We're thrilled to announce our latest feature- Google Organic Booking. As a step to increase your business visibility, SMBcrm now enables seamless integration of your calendars and service group menus with your Google Business Profile.

Expand Your Horizons with Free Courses in the Learning Tab

Introducing Courses in the Learning Tab For those committed to continual learning, progress, and growth, we have some exciting news. Now, under our Learning Tab, you have the ability to add and access a series of free courses.

Introducing "Attachments Made Easy in Conversations": Simplify Your File Management Experience

Exciting New Feature: Easy Attachments in Email and SMS We are thrilled to announce the introduction of a new feature that will dramatically simplify your attachment management experience. Now, you can conveniently upload bigger files directly from your device, providing you with more flexibility when sharing documents within your conversations.

Introducing the Enhanced Client Portal Dashboard: Boost Efficiency and Streamline User Management

Introducing the New Client Dashboard for Enhanced User Experience We are dedicated to continuously improving your user experience on our platforms, and with that commitment in mind, we're thrilled to announce our most recent product update: The New Client Portal Dashboard. New Features to Look Forward-To Easier Comparison of Portal Joiners and Invitations Your dashboard now enables you to compa...

Introducing the New User Interface for Email Builder: Enhancing Your Email Creation Experience

New User Interface for Email Builder Templates and Campaign Lists We're excited to announce that we've revamped the user interface (UI) for our Email Builder, specifically pertaining to the Email Templates and Campaign List View. Our goal with these changes is to create an improved user experience that aligns with the modern, user-friendly approach of our other services and products.

Introducing Next-Level Accounting Sync: Seamlessly Integrating with QuickBooks

Now, the system autonomously creates an invoice in QuickBooks when an invoice gets flagged as sent inside our platform. Further, every adjustment you make to the invoice within our platform is updated in QuickBooks, ensuring real-time synchronicity throughout your accounting process.

Revolutionize Your Forms with Conditional Logic: Take Control of User Interactions!

With this revamp, you can now elevate your forms by incorporating conditional logic, allowing you to automate actions based on user interactions. Limitless Logic: Limitless logic is now a reality.

Introducing Invite Links: Effortlessly Add Members to Your Groups

Add Members to Your Groups with Ease: Introducing Invite Links We’re thrilled to announce a new feature that makes adding members to your groups as easy as sharing a link. Our latest development, the Invite Links feature, is designed to simplify this process for Admins and Owners.

Introducing Personalized Certificates: Elevate User Engagement and Recognition

Increase Your User Engagement with Our New Customizable Certificates Great news. We've updated to offer you even more flexible, customizable options when it comes to acknowledging and rewarding your users.

Unlock the Power of Paid Groups: Monetize Your Community and Boost Revenue

Introducing Paid Groups for Private and Public Communities We're excited to unveil our latest feature—paid groups for both private and public communities. Paid Groups with Trial Days To spark interest and boost conversions, our paid groups now come with trial days.

Exciting News: Introducing Certificates on Course Completion!

Introducing Certificates on Course Completion: Acknowledge User Accomplishments Looking for ways to appreciate your users for their course accomplishments. This new feature allows Location users to create customized certificates and issue them to users upon course completion.

Supercharge Your Funnels and Websites with Lightning-Fast Speed

What's New: Advanced Speed and Efficiency The advanced speed ranking of your website just got elevated even more with our recent product enhancement. With the latest upgrade in the Funnels and Website tools, you can now experience a substantial improvement of over 40% in page speed scores for both mobile and desktop.

Unleash the Power of Customization: Introducing Themes for Form and Surveys

Exciting News: Introducing Themes in Forms and Surveys Have you been looking for that extra touch to make your forms and surveys look and feel more on-brand. We've got some fantastic news.

Share Your Stellar Reviews on Social Planner Now We're thrilled to announce a new feature that enables you to share your 5-star ⭐ reviews using our Social Planner. Actively managing these reviews allows you to address any feedback, demonstrate your commitment to customer satisfaction, and lengthen your online visibility for improved SEO.

Discover the Future of Email Marketing with Our Revolutionary Product Showcase

Introducing the Revolutionary Email Product Showcase Here at SMBcrm, we're thrilled to announce a game-changing feature for our customers: The ability to seamlessly showcase your exciting products straight within your email campaigns.

Introducing Your Gateway to Global Business: The Online Store

Shape Your Business Journey with Our New Online Store Feature We are excited to announce that we've rolled out a new feature for your websites, the Online Store. Now, it's easier than ever for you to display and sell your products or services directly from your website.

Upgrade Your E-commerce Game with Enhanced Fulfillment and Tracking Features

Elevate Your E-commerce Performance with New Feature Updates We're thrilled to announce a new feature update that will transform how you manage your e-commerce store. Now, seamlessly fulfill orders and share tracking details with your customers, all in one place.

LinkedIn Lead Integration: The Ultimate Solution for Streamlining Your Lead Management

Exciting New Feature: LinkedIn Lead Integration We're thrilled to introduce our latest feature: LinkedIn lead integration. This new advancement aggressively speeds up and simplifies the lead fetching process, enabling you to achieve a higher level of efficiency and effectiveness in your online marketing efforts.

Revolutionize Your Scheduling Process with the Service Calendar

Clients can now effortlessly book multiple services or appointments for themselves or others through a streamlined scheduling link. We now offer dedicated calendars for each service you provide, guaranteeing efficient management.

Take Your Scheduling to the Next Level with Our Revamped Calendar Experience

Introducing a Revamped Calendar Experience We're very pleased to announce a brand-new update designed to take your scheduling to another level. The latest features introduced are aimed to optimize appointment management and boost scheduling efficiency.

Revolutionize Your Scheduling with Rooms and Equipment: Optimize Resource Management for Seamless Bookings

Introducing Rooms and Equipment: Efficient Resource Management for Seamless Bookings We are thrilled to present a game-changing feature focusing on scheduling—Rooms and Equipment. Just Perfect for Service-Based Businesses Whether you operate a doctor's clinic, run a health center, or manage a beauty salon, this feature is designed for you.

Introducing IVR: Revolutionizing Customer Interactions for Enhanced Engagement

We're excited to share the latest innovation in customer engagement - the Interactive Voice Response (IVR) feature. This new feature is designed to transform customer interactions across a wide range of businesses.

November 2023

Introducing Effortless Email and SMS Attachments We are thrilled to announce the new feature of convenient uploading of large files directly from your device. Features Overview Automatic Media Library Uploads (Email and SMS composer) To ease your work, we've simplified the process of managing attachments.

Enhance Transparency and Compliance: Introducing Terms and Conditions Control for SMBcrm

We're excited to announce a new feature for SMBcrm that gives you more control over your ordering process. Now, you can enable terms and conditions on both 1-step and 2-step order forms.

Unveiling the Dynamic Power of "Show Elements on Click"

Introducing a Powerful New Feature: Show Elements on Click in Funnels/Websites 🚀 We're excited to announce a significant enhancement to our platform - the introduction of the 'Show Elements on Click' feature. This update allows you to add a dynamic layer to your design by unveiling hidden elements on both mobile and desktop views upon a click event.

And in tune with this commitment, we're thrilled to introduce a new feature that allows businesses to share document links instead of sharing documents only via email. Deciphering the New Feature This breakthrough feature enables businesses to generate a link for diverse documents, making them shareable across the channel of choice.

Streamline Your Workflow and Optimize Domain Management with New IONOS Integration

New Domain Integrations For Streamlined Workflow and Enhanced Functionality Have you been seeking a simplified way to manage and optimize your domains. This new feature allows you to easily link any domain registered with IONOS to your funnels and websites.

Revamped Email Builder: Introducing the Redesigned Send or Schedule UI

The new design is aimed to provide an aesthetically pleasing, easy-to-use interface. In this updated experience, you will find no drastic changes in the functionalities.

Exciting Updates for Efficient Workflow and Community Group Management

Introducing the Grant Group Access Action This new feature enables you to add users to your community groups directly from your workflows. This is especially useful when onboarding new users or expanding existing groups.

Exciting Enhancements to Our Community Section

Exciting Enhancements to Our Community Section We continuously strive to provide our users with the best, which includes regularly updating our features for better usability and overall performance. We now facilitate our beloved users with the option to edit their comments on any post within the community.

Enhancements and Bug Fixes: Improved User Experience and Better Results

Now first time users who have logged in via 'Login with Secure Code' will be guided to a 'Set Password' screen.

Introducing Custom Variables Support: Boosting Your WhatsApp Template Creation!

Exciting New Product Update: Custom Variables Support for WhatsApp Templates?️ Are you prepping your templates for better customer outreach. Your needs just got a major boost with our release which targets custom variable support while creating new templates.

Exciting New WhatsApp Workflow Integration for Enhanced Lead Engagement

Introducing New WhatsApp Workflow Integration: Welcome Change in the Way You Connect It brings us immense pleasure to announce the arrival of an exciting new product update to the Leads-365 interface - the integration of WhatsApp with our unique WorkFlows. We've included new trigger support and action specifications that will transform your lead engagement journey.

Introducing Proposals and Estimates Trigger for Enhanced Workflow Automation

Proposals and Estimates Trigger Now Live In Workflows At SMBcrm, we’re always burning the midnight oil to bring features that empower our users. You're now able to incorporate the Proposals and Estimates trigger directly into your workflows.

Introducing New Affiliate Management Magic

New Affiliate Management Magic has arrived. We have exciting news for all SMBcrm users.

Expand Your Efficiency with Our Latest Feature: The Conversations Expandable Sidebar We have an exciting announcement that promises to revolutionize your interactions with our platform. We're proudly introducing the new Expandable Sidebar, conveniently located within the Conversations feature.

This particular update allows you to fine-tune the appearance of your social media icons for mobile views, ensuring the icons align perfectly with your brand and site design across all devices. New Mobile-Responsive Social Media Icon Features With this update, you have the following controls for mobile display: Mobile-specific font family: Choose a distinct font family for your social media ico...

Revolutionize Your General Widgets with New Opportunity Date Filter

Exciting Update: Customize Your General Widgets with New Opportunity Date Filter What Sparked the Enhancement We've been listening to your feedback, and we've heard your challenges when we changed the logic to consider "Last_status_change" instead of the "Created_on" date for calculating opportunities and revenue on widgets. Introducing the Solution We're thrilled to announce that our general w...

Introducing: Timezone Capture in Form/Survey Submissions!

Fantastic news for all SMBcrm users, we're thrilled to announce that our forms and surveys functionality just got a major enhancement with the introduction of automatic timezone recording. New and Improved: Automatic Timezone Recording The new addition now empowers our forms and surveys to capture the timezone of users precisely at the moment they submit their responses.

Introducing: Resource View Side-by-Side Layout

We are excited to present to you a new enhancement to our application, the Resource View (Side-by-Side Layout). New View: Side-by-Side Layout With the newly unveiled side-by-side layout, you'll now be able to see your Users, Calendars, and Groups conveniently presented side-by-side.

Introducing: Accept Partial Quantities in Invoices

Exciting New Update: Accept Partial Quantities in Invoices Great news. That’s why we have introduced a new feature that caters to this specific requirement.

Introducing Margin Left and Right for Column Elements - Enhance Your Website Customization

We are excited to announce an update to our feature set to offer you more customization in your funnel and website design. Now, you can effortlessly fine-tune the spacing between the columns on your pages.

Customize Your Calendar Widget for Personalized Functionality We are delighted to announce the new Customize Calendar Widget feature. This powerful tool allows you to modify your widget's appearance and functionality to reflect your brand and business needs.

December 2023

Introducing the Power of Undo and Redo in Our Image Editor

Introducing the Newest Feature: Undo and Redo in Our Image Editor ?️ Preparing or experimenting with images just got a whole lot easier with the ability to Undo and Redo on our dynamic image editor. Unleash your creativity while knowing you're always one click away from correcting an error or reapplying an effect.

Enhanced Accessibility: Boosting Scores for Funnels and Websites

Exciting Product Update - Boosting Accessibility Scores in Funnels and Websites.

Introducing Enhanced Collaboration: Connect Your Team with Contact Followers

Exciting Feature Update: Enhanced Collaboration Capabilities with Contact Followers We're delighted to announce the implementation of a much-anticipated feature in our Contacts — the ability to add Followers and grant multiple users on your team access to the same contact. This exciting new feature fosters effective team collaboration and enhances the organization's efficiency.

Introducing the Exciting New Live Chat Feature

Introducing the New Live Chat Feature for Real-Time Communication We're excited to introduce our newest feature: Live Chat. This real-time communication tool allows direct interaction with users through web chat, enabling instant two-way conversations with visitors on your site.

Introducing Custom Field Preview in Email Builder

Introducing Custom Field Preview in Email Builder We are thrilled to introduce a significant enhancement to our email builder's preview screen – the Preview Feature for Custom Field Rendering of contact information. As such, we have developed a new feature allowing you to preview precisely how custom fields will appear for your respective clients before sending out any emails.

Introducing Contact and Opportunity Followers

Contact and Opportunity Followers Now Available in Filters, Columns, and Exports We're excited to share a new product update designed to increase your ability to streamline workflows by introducing followers to both contacts and opportunities filters, columns, and exports. Enhanced Contact Management with Follower Feature With the new update, a "Follower" field has been added to the contact fil...

We're excited to bring you an innovative tool that puts you in command of your widget's aesthetics and functionality - our new Customize Calendar Widget feature. What's New with the Customize Calendar Widget.

Exciting New Features for 'Record Voicemail' Action in SMBcrm

Our most recent update introduces some key features - 'Play Beep' and 'Add Voice Instructions'. 'Play Beep' Functionality: This new addition allows users to enable a beep sound right before the recording begins.

Introducing Multiple Dashboards: Amplify Your Dashboard Experience

We are excited to announce a significant update that will significantly change your dashboard experience – Multiple Dashboards.

Introducing One-Time Links: A Powerful New Addition to SMBcrm

Introducing One-Time Links: A Powerful New Addition to SMBcrm We are excited to announce the introduction of One-Time Links, a robust new addition to our platform that revolutionizes the way you manage your availability. This innovative feature proves exceptionally beneficial when you need to share your calendar temporarily for specific appointments or events, without granting continuous access...

Introducing Enhanced Mobile Responsive Editing

With this new enhancement, you can now set different alignments for text, buttons, images, and more for mobile and desktop views, guaranteeing peak readability and design across every device you use. New Hierarchical Alignment Settings Users can now set separate font sizes for desktop and mobile views.

Introducing the New Affiliate Sales Trigger

We're excited to announce the latest enhancement to our product line - a new trigger designed to efficiently manage all successful sales made by your affiliates. Either create a brand-new workflow or select one that already exists.

Experience the Ease of Direct TikTok Posting

Now, create, schedule, and post your content to TikTok directly with absolute ease. Experience the Ease and Efficiency of Direct TikTok Posting With our direct TikTok posting feature, we aim to make your social media management more efficient and less stressful.

Introducing Enhanced Signature Placement and Color Coding for Efficient Contract Management

In addition, you now have the flexibility to position the signature field over any other elements like background images, text, or images. This allows you normal in visually distinguishing and tracking different signatories.

Introducing Email Notifications: Streamline Your Workflow with Real-Time Updates

We're excited to announce a powerful new feature addition to help streamline your work: Email Notifications for Form/Survey Submissions. Pivotal Feature: Your New Email Notifications Tool Our user-friendly email notification feature allows immediate notification for any form and survey responses.

Upgrade Announcement: Form and Survey Builder Unleashes Unprecedented Customization Power

This powerful update now supports custom values in links, providing you with an unprecedented level of flexibility to customize the user journey. Dynamic URLs The dynamic URLs feature gives you the ability to craft links by incorporating respondent input into the URL structure.

Introducing Seamless Transactions With Contact Linking in POS Payments

Introducing Seamless Transactions With Contact Linking in POS Payments There's a new breakthrough in transaction management: Linking Contacts to POS Payments. This game-changing feature has been designed for making your business operations crystal clear, organized, and efficient.

Enhanced User Experience with Our Updated Calendar Widget We're excited to announce an enhanced user experience in our calendar widget. The 'Continue' button, which is now termed as 'Select', has received a fantastic makeover.

New Addition to Action Type: The “Filter” option We're super excited to announce the latest addition to our Action Type. We've now added a "Filter" option, offering you the ability to filter the array by matching key-value in an array of objects.

Introducing Default Settings for Affiliate Campaigns

Exciting Product Update: Default Settings for Affiliate Campaigns Now Available Great news. This new feature is designed to make your affiliate campaign set-up process quicker, more efficient, and more straightforward.

Introducing a Game-Changing Workflow Action: Generate One-Time Booking Links

This new feature empowers our users to craft one-time links right within their workflows, ushering in a rejuvenated dose of flexibility and efficiency. The newly introduced action allows you to formulate these one-time links right inside your workflows, streamlining your process like never before.

Introducing The Partial Payment Feature for Invoices

Meet The Partial Payment Feature for Invoices We are thrilled to announce that SMBcrm now allows business users to record partial payments for invoices. For instance, this feature will come in handy when a customer submits an offline part payment.

Introducing Enhanced Bot Training: Revolutionize Conversation AI with Google Docs!

What's New in Conversation AI. Enhanced Bot Training with Google Docs We're thrilled to disclose a much-requested and beneficial feature for Conversation AI – the ability to optimize the bot's understanding using Google Docs.

Introducing the "Compare at Price" Feature: Enhance Your E-Commerce Experience!

Enhancing Your E-Commerce Experience with Our Latest Feature - Compare at Price. And that's why we're introducing the "Compare at Price" feature.

Exciting New Feature for Business Users: Auto-Send Invoices After Document Completion

Exciting news for business users and your finances. You now have the ability to auto-send an invoice for payment after all participants have completed a document.

Introducing Enhanced Auto-Pilot Mode: Customize Your Bot's Sleep Timer

Enhanced Auto-Pilot Mode with Customizable Sleep Timer We're thrilled to announce an exciting new enhancement to your favorite AI-powered Conversation Bot. Now, you can have more control over your bot's sleep settings to better align with your unique operational needs.

Exciting New Enhancements: Array Function Action Types

Exciting Update: Enhancements to Array Function Action Types We are thrilled to announce new Action types in Array Function to make it even more formidable. All the fields with data type array available in the workflow are listed here.

Introducing the Exciting Partial Payment Feature

Introducing Automated Abandoned Checkout Notifications

We're excited to announce that automatic abandoned checkout notifications are now live on SMBcrm platform. This new feature has been designed to help businesses activate potential leads who show an intent to purchase on your online store but do not complete the checkout.

Enhanced Array Function Action Types: Discover the New Additions

Introducing Enhanced Connect Call Action in IVR

New Feature Announcement: Enhancements to Connect Call Action in IVR We're excited to announce a significant enhancement to our Interactive Voice Response (IVR) functionality - the "Assigned User" option in Connect Call action. A Closer Look at the "Assigned User" Option The enhancement allows the system to connect the caller to their Assigned User automatically.

Introducing: Payments and Customer LTV Now Available on the Contacts Page

Introducing A Game-Changer: Payments and Customer LTV Now Available on the Contacts Page We're thrilled to announce our latest feature - viewing Payments and Customer Lifetime Value (LTV) straight from the Contacts page. Enhancing Customer Information A key facet of our new feature is the ability to see Customer LTV within the Contact Details page itself.

Introducing: Calendar Discoverability Enhancement

New Feature Spotlight: Calendar Discoverability Enhancement Keeping up to date with the latest features and enhancements can sometimes be challenging. Especially when there are numerous features like with your current SMBcrm account.

Introducing Live URL Redirect Support: Simplify Your Redirect Experience

Get Ready for a Significant Platform Enhancement: Introducing Live URL Redirect Support We have great news for you. What's New in This Update.

Significant Improvements to Our Unsubscribe Flow

The updated unsubscribe flow aims to bring more seamlessness and intuitiveness to your subscription management process. Benefits of the New Unsubscribe Process The enhancements come with several benefits: Improved User Experience The updated unsubscribe flow ensures that you receive emails on topics you genuinely wish to engage with, reducing frustration and enhancing overall satisfaction.

Upgrade Your Appointment Management Experience with All-New Widgets

Our provider offers us an update to the appointment module on our platform, featuring a suite of new widgets that provide a more seamless, efficient scheduling process. All-New Appointment Widgets Just For You Four new widgets have been added to enhance your overall experience: Keep Track of Upcoming Appointments This widget allows you to see the number of upcoming appointments tailored for you...

Exciting Contacts Module Update: Introducing Powerful New Widgets

Exciting Contacts Module Update: Introducing Powerful New Widgets. We've added new widgets to offer you unrivaled insights into your contacts.

Exciting Updates: Lead 365 Widgets Unleashed

Custom Fields in Opportunities You can now filter opportunities based on custom fields you've created, enhancing your ability to tailor your widgets to your specific needs. Enhanced Metric Operations Now, you have the ability to change metric operations like count, sum, min, max, providing greater flexibility.

Enhanced Control Over Lost Reasons: Introducing the New Opportunity Custom Fields Update

New Product Update: Improved Control Over Opportunity Lost Reasons We're thrilled to announce the latest update to the Opportunity Custom Fields Settings. Now, you can add, rename, delete, and manage your Opportunity Lost Reasons with ease.

Introducing Enhanced Email Campaign Segmentation

Now, you can utilize multiple smartlists and tags to define your sender lists, eliminating the need for manual list compilation. With this enhancement, you can now rectify these issues by relying on the automated process of merging different smartlists for more refined segmentation.

Introducing Multiple Currency Support for Product Creation and Accepting Payments

In a continuous endeavor to make your business operations more effortless and stress-free, we are excited to unveil our latest feature – Multiple Currency Support for Product Creation and Accepting Payments. Now, you no longer need to be bound by your business country's currency while creating products, invoices, or sending Text2Pay links.

Introducing Multiple Currency Support for Product Creation and Accepting Payments

Another Step Forward: Announcing Support for Instagram Creator Account in Social Planner We're thrilled to announce that our Social Planner now supports Instagram Creator Accounts. Designed especially for influencers, content creators, and public figures, the tailor-made Creator accounts come equipped with features like "Shops", allowing you to sell your merchandise directly on Instagram.

Experience the Power of Social Proof with Our Newest Feature From building trust to boosting visibility, customer reviews have the power to significantly drive your success. With our latest update, you can now upload your own background for publishing reviews on Social Planner.

Exciting Announcement: Tagging In-App Notifications Now Available

Exciting Update: In-app Notifications Now Available for Tagging We're proud to announce that notifications for tagging are now live on the SMBcrm platform. Key Features of Our In-App Notifications Our in-app notifications come with a few features designed to keep you up-to-date and efficient: A counter over the bell icon displays the number of unread notifications.

Exciting Update: Affiliate Manager Adds NMI & Authorize.net Support

Exciting News: Affiliate Manager Now Supports NMI & Authorize.net. We bring some exciting news to you.

Introducing Seamless Affiliate Deletion

What's New in Affiliate Management. We've got some exciting news for all of our users who take advantage of our powerful affiliate management features.

Introducing Embed Objects: Seamlessly Integrate Varied Online Content Into Your Dashboards

We are excited to introduce our new Embed Objects feature, allowing you to seamlessly integrate varied online content into your dashboards using iframes. This feature offers a new way to include web pages, Google Data Studio reports, Google Docs, slideshows, calendars, Loom videos, YouTube videos, social media posts, feeds and beyond onto your dashboards.

Introducing SSO Magic Links: Revolutionize Your Client Portal Experience!

Exciting News: Introducing SSO Magic Links For Our Client Portal Apps. We are excited to roll out a game-changing feature that is set to transform the way you utilize our client portal and individual apps.

Introducing Embed Objects: Seamlessly Integrate Varied Online Content into Your Dashboards!

Introducing Auto Responder: Instant Email Replies for Form & Survey Submissions

That's why we're excited to introduce a new feature designed to revolutionize your customer engagement strategy - Auto Responder. Feature Highlights: Accessing the Auto Responder tool is quick and intuitive.

Year in Review​

Key Stats​

March 2023​

Introducing Content AI: Generate Your Social Media Content 2X Faster!​

Introducing Gmail Two-Way Sync by SMBcrm: Revolutionizing Your CRM Experience​

Introducing SMBcrm's Enhanced UI for Effortless Form and Survey Submissions!​

May 2023​

Revolutionizing Workflow Pages: Multi-Language Support Is Here!​

SMBcrm Announces Multi-Language Support for Content AI 🌍 🤩​

Breaking Language Barriers: Multi-Language Support for Review Widgets 🌍​

Upgrade Your Opportunity Management with New Filters, Sorting Options, and Custom CSS/JS Support​

New UI Enhancement for Form and Survey Submissions!​

SMBcrm Revamps Funnel and Website List Page UI for Improved Management Experience! ✨​

Revamp Your Emails with Our New Inline Text Editor and Modern Design​

Nofollow Links: New Feature Allows Users to Boost SEO Rankings​

Introducing Enhanced Calendar Creation Flow 📅​

Exciting Launch: Instagram Story Publishing now Available on Social Planner 🎉​

Expand Your Reach with Multilingual Email Support – SMBcrm Introduces New Language Options 🌍💬​

June 2023​

Experience Our Forms and Surveys in Your Preferred Language: Expanded Language Support Now Available!​

Breaking Language Barriers: Improved Access to Forms and Surveys in Multiple Languages​

Introducing Multi-Language Support: Your Funnels and Websites in Your Preferred Language!​

Revamped Form Builder: Streamlining Your Form Creation Process​

Expand Your Reach: Multi-Language Support for Payments and Invoices Now Available​

Upgrade Your Payment Experience: Apple Pay and Google Pay Now Available for Invoice and Text2Pay Links​

Experience Our Product in Your Language: Multilingual Support Now Available in Media Centre​

Multi-Language Support Added to Forms and Surveys Submissions Page​

Send Unlimited Bulk Emails with Two-Way Sync Enabled!​

Revamped Message Composer: Sleek Design and Enhanced Functionality for Engaging Conversations​

Revolutionizing Workflow Management with Appointment Status Goal Events​

Revolutionizing Email Writing with Content AI's Custom Value Option​

Multi-Language Support Added to Affiliate Manager Feature​

Unleash Your Creative Potential with Image AI!​

Protecting Your SMS: LC Phone's New Security Warning Feature for Harmful Words​

Introducing Custom Fields and Values for Enhanced Invoices!​

Introducing Customizable Due Dates and Invoice Branding for Businesses​

Revamped Domains Page with Internationalization Support​

Revolutionize your call reporting with Advanced Data Points and a New UI!​

Optimizing Images Based on Parent Container Size​

Yext Listings Expands to the UK, Empowering Businesses to Maximize Online Visibility​

Enhanced URL Redirect List Page with Updated UI for Simplified Management​

Email Builder now supports file attachment for your campaigns​

Revolutionize Your Workflows with Workflow AI: Our Latest AI-Powered Feature Powered by ChatGPT​

Introducing Content AI - Image: Boost Your Visual Appeal with AI Technology!​

Revamp your Forms with Background Images for Ultimate Visual Appeal​

Revamp Your Marketing Insights with Enhanced Attribution Reporting​

Revolutionize Your Marketing Insights with Enhanced Attribution Reporting​

Streamline Communication and Maximize Retention with Our New Client Portals​

Google Sheet Lookup Gets an Upgrade: Introducing Case-Sensitive Search Capabilities​

New Loader Alert: Farewell 9-Dots and Hello Enhanced CSS Impact!​

Introducing Header Images in Forms: Elevate Your Form Design​

SMBcrm Introduces Full Name Support for Enhanced Contact Management​

New Multilingual Support for URL Redirect List Page​

Introducing Enhanced Contact Management with Multiple Phone Numbers for a Contact​

Revamp Your Opportunities Workflow with Enhanced Contact Selection and Creation 🚀​

Improved Dashboard Task Widget: Enhanced Performance and Usability​

Revamped Media Library Interface: Improved Usability and Streamlined Design​

Boost Your Page Speed: Our Improved Video Player Libraries and Thumbnails​

Revolutionizing Email Campaign Creation: Introducing Lightning-Fast Speed Enhancement​

New Terms and Conditions Element in Form Builder for A2P Compliance​

Introducing Conversation AI: Revolutionizing Business Communication and Appointment Scheduling​

Revolutionize Your Form Creation Process with New Form Templates​

Introducing Seamless Receipts: Automate Customer Service with Our New Feature​

Introducing the Revamped Survey Builder: A Seamless Blend of Style and Efficiency​

Enhance Your Forms and Surveys with Image Resizing & Alignment​

July 2023​

Breaking Language Barriers: Introducing Internationalisation for Email Builder​

Revolutionizing Email Design with AI-Integrated Image Generation​

Introducing 'Additional Phones': Revolutionizing Contact Data Management​

Introducing Custom Fields for Opportunities: Streamline Data Organization and Enhance Your Workflow​

Introducing "Add Guest": Elevate Your Meeting Scheduling with Our Transformative Feature​

Revolutionary Enhancements: Advanced Email Stats and Filtering Options​

Revitalizing the Workflow User Interface: Discover Our Exciting Updates​

Breaking News: Trust Center A2P Registrations Now Available in Non-US Countries!​

Unleash the Power of Automation By Saving Custom Webhook Action Information​

Introducing Streamlined A2P Brand Registration Process​

Enhanced Email Features: Introducing CC and BCC for Seamless Communication​

Introducing Enhanced Permissions: Experience Interactive CRM with Camera and Microphone Access​

Introducing Enhanced Custom Fields: Streamlined Opportunities Management​

Level up your social media game with Instagram Reels on Social Planner!​