2024 Year in Review

December 31, 2024 · 187 min read

Product Team

Year in Review

2024 was a year of significant growth and innovation for SMBcrm. With 735 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, Ecommerce & Payments, CRM & Contacts, and Forms & Funnels.

Key Stats

Total Updates: 735
Top Categories: AI & Machine Learning, Workflows & Automation, Ecommerce & Payments
Highlight Releases:
- Media Storage Release A New Era in Media Management
- Courses User Magic Links Password Reset Flow and New Email Templates
- Introducing the New Stores Tab and Easy Store Creation Feature
- Introducing New Shadow Options for Enhanced Design
- Introducing New Updates to Calendar Availability

January 2024

Introducing New Save and Publish Features for an Enhanced Funnel/Website Builder Experience

Enhancing Your Funnel/Website Builder Experience with New Save and Publish Features We're thrilled to share our brand new saving and publishing features that will considerably bolster the functionality of your funnel and website builder. These features will provide you unparalleled control and ease during your creative and publishing phases.

Introducing the Undo/Redo Functionality in our Form/Survey Builder

We're thrilled to announce the launch of a long-anticipated feature: the Undo/Redo functionality in our Form/Survey Builder. This feature is expected to improve your workflow when designing and editing your forms and surveys.

Unveiling a Major Enhancement: Mobile Responsive Editing in Funnel and Website Builder

The new features offer advanced customization options, allowing you to determine different line alignments for both mobile and desktop views. New Features Universal Line Height Control Now, with ease, you can regulate the line height for the text within all elements, including but not limited to, headlines, paragraphs, and bullet lists.

Introducing the Auto Responder: Enhance Your Interaction with Form and Survey Respondents

We're excited to announce a new feature to enhance your interaction with form and survey respondents - the Auto Responder. This highly-requested feature has come to life, thanks to your valuable feedback.

Streamlined Global Link Customization Now Available in Email Builder

Streamlined Global Link Customization Now Available in Email Builder We are thrilled to announce an exciting new feature in our Email Builder to help streamline the content creation process. Now, you can easily manage the appearance of your links across all email content by setting link parameters directly in our enhanced Global Appearance section.

Streamlined Global Link Customization Now Available in Email Builder

Introducing Our Robust Defense Against Clickjacking in Funnels!

We're excited to announce the introduction of the "Iframe for Sameorigin Toggle," a new, significant security enhancement rolled out in our latest update. Key Advantages of the Iframe for Sameorigin Toggle Using the Iframe for Sameorigin feature helps reduce clickjacking risks.

Exciting New Features Added to Advanced Workflow Builder

Exciting New Features Added to Advanced Workflow Builder We're thrilled to announce some significant updates to our powerful workflow tool. With our new 'Duplicate Branch' feature, you can copy any existing branch instantly.

Introducing Payment Element in Forms

New Feature Announcement - Introducing Payment Element in Forms We're thrilled to announce that now you can incorporate a "Payment" element directly into your forms. This new feature, which can be located under the Integrations header in the form builder, is designed to enhance your user experience by enabling seamless collection of donations and user-defined amounts.

New Payment Element Now Available for Forms

Introducing Enhanced Communication with Fixed Special Characters

Updated Features for Seamless Communication - Special Character in Notifications Fix We are excited to let our users know about a recent update aimed at enhancing user communication experience. If you've experienced problems with special characters in notifications sent through workflows, we've got good news for you.

Issue Resolved: Correct Lead Value Update on SMBcrm Platform

The Resolution We're glad to announce that this issue has now been resolved. Now, when leads move through a workflow sequence, their values will update to '0' correctly.

Introducing Enhanced Text Area Controls in Conversation AI

Product Update: Improved Text Area Controls in Conversation AI We are excited to announce a new product update allowing you to have improved controls in our Conversation AI platform. We worked on addressing your feedback and are happy to announce that the ability to resize the text area in Conversation AI actions is now available.

Enhanced Invoice and Payments Triggers: Introducing "Amount Due" and "Amount Paid" Fields!

Now, we have added the new fields "Amount Due" and "Amount Paid" in the Custom Values section of these triggers. You can now easily access specific details about your invoices and payments without sifting through multiple documents or screens.

Expanded UTM Options in Custom Variable Picker

This update allows you to have even more granular control over your tracking capabilities. Now, when you go to Custom Values -> Attribution -> First, you'll see additional UTM options available for you to use.

Exciting Enhancements for Mobile User Experience

You can now enjoy a smoother navigation and read posts with ease, enhancing your overall user experience. H2 Improved Attachment Previews and Layout on Mobile Screen With better layout and attachment previews, you will find that browsing and managing attachments has now turned into an enjoyable experience, even on mobile.

Introducing Transaction Filtering: Precision and Speed in Your Data Management

We're privileged to announce the release of a new feature in our Point-of-Sale (POS) systems—Transaction Filtering. This advanced tool thrives at keeping your transaction data sorted and readily available.

Exciting Tap to Pay Expansion

We're excited to announce a significant expansion of our Tap to Pay feature. This feature is now entering beta in Australia, the United Kingdom, and France for iOS users, taking us one step further in making digital payments a global norm.

Introducing 13 Powerful Call Tracking Widgets for Enhanced Performance Tracking

With these new widgets, performance tracking is literally at your fingertips. A Closer Look at the New Widgets Here's what you can now monitor on your dashboard: Incoming Calls by Status: Displays a grouped count of incoming calls based on their status.

Introducing the Game-Changing Hands-on Documents & Contracts

Elevate Your Business with Our New Feature: Introducing Hands-on Documents & Contracts We've heard your feedback, and we're pleased to announce a substantial upgrade to our platform. We've redesigned our Proposals and Estimates into a new, all-encompassing Documents & Contracts feature.

Introducing Hands-on Documents & Contracts: Upgrade Your Business

Introducing Membership Questions: Streamline Onboarding and Gather Vital Information

We're pleased to announce that we've added an enhancement to our community platform: Membership Questions. This new feature enables community owners and administrators to gather vital information from potential members while streamlining the onboarding process.

Introducing: Manual Backups for WordPress Hosting!

New Add-on: Manual Backups For WordPress Hosting We have something exciting to announce. Manual Backups: You can now manually back up your websites.

Boost Your Brand Presence with the New Enhancement: Add Multiple TikTok Business Accounts in Social Planner We're excited to announce a recent addition to our features - the ability to add multiple TikTok business accounts to Social Planner. Now, you can increase your brand visibility, accelerate targeted marketing efforts, gain precise analytics, and smoothly manage collaborations all from one...

Exciting Updates for Multi-File Upload Feature: More Control and Flexibility

We are excited to announce a much-anticipated enhancement to the Multi-File Upload feature within our Form and Survey tools, aimed at providing you with even more control and flexibility. That's why we've added a new feature that allows you to delete individual files from the multi-file upload field.

Introducing the Preview Dashboard: Enhance Your User Experience!

Exciting News: Preview Dashboard Now Live. We are excited to share with you an all-new upgrade designed to enhance your user experience with us — the Preview Dashboard feature.

Introducing the What's New Button: Enhance Your Calendar Experience

Streamlining Calendar Features for Better User Experience We're always striving to enhance your user experience and ensure that you're leveraging all the robust capabilities of our platform. Recently, we've focused on making it a whole lot easier for you to discover and access the latest features in our Calendars.

Enhanced Customization for Viewing Calendar Appointments

Now, users can view calendar events, appointments, and confirmation emails in their chosen timezone. However, with this new update, the user's selected timezone will be applied consistently, ensuring a personalized and accurate representation of their schedule.

This updated feature provides a more intuitive and efficient user interface to make scheduling and customer interaction more straightforward than ever before. The New-look Neo Widget We’ve completely revamped our Neo widget to make it more user-friendly and interaction-centric.

New Updates to Social Planner's Image Editor: Express Yourself with Text, Stickers, and Emojis Today promises to be an exciting day for all smbcrm.com users. You can now engage your social media followers on a new level, thanks to the recently introduced ability to add text, emojis, and stickers to your images before uploading them.

Take Control of Your Calendar Integration

Exciting News for Greater Control Over Your Calendar Integration We're always striving to give our users refined control of their integrations, and so now we're letting you take the reins over your Google Organic Booking. We are introducing a new feature where you can easily disable the Google Organic Booking with a straightforward toggle switch in your Calendar Settings.

Introducing Enhanced Spacing Options for Funnel and Websites Builder

Far less cluttered and more user-friendly, this update allows you to make use of a wide array of units for more precise customization. Choose From Multiple Units You can now utilize the following units to customize your funnels and websites: Pixels (px) em rem Percentage (%) auto Vertical height of the viewport (vh) Vertical width of the viewport (vw) This selection allows for improved customiz...

Introducing Enhanced Contacts Page with Payment History Display

In line with this, we have recently updated the Contacts page. The newly updated Contacts page can now display the payment information of each contact.

New Enhancements for Order Form Payments

Our newest update will allow you to capture not only credit card information but also Zip Code and Country information for your patrons. Now, you can easily capture necessary details such as Zip Code and Country, aside from the credit card information.

Expanding Opportunities with Our Listings

Expanding Opportunities with Our Listings Big news. We're expanding the geographic boundaries of our Listings to feature France, Germany, and Italy.

Revolutionizing Appointment Scheduling: Introducing Dynamic Team Assignment

Greater Flexibility in Appointment Scheduling with Dynamic Team Assignment We are excited to announce the inclusion of new Dynamic Team Assignment functionality in our appointment booking process. This key update will offer an improved level of flexibility and control over how you manage collective bookings on your calendar.

Introducing Free Number Formatter and Date Formatter: Enhance Your Data Management

Take Advantage of the Latest Feature Update Great news for all of our users. We're excited to let you know that the Number Formatter and Date Formatter actions, which were previously premium features, are now available to all users at absolutely no extra cost.

Introducing Conversion Metrics for Email Campaigns

Introducing Conversion Metrics for Email Campaigns We're excited to present a game-changing feature in our email marketing analytics: Conversion Metrics. This new feature will allow you to delve into the performance of your email campaigns by tracking revenue attribution directly from our platform.

Introducing Standalone Tasks

Introducing Standalone Tasks: Efficiency and Flexibility at its Best We're excited to share a new update with you - the introduction of Standalone Tasks. This feature allows you to create and assign tasks to your team members without the need of a contact.

Channeling Enhanced User Experience with Our IVR Connect Call UpdatesPatch Up Alert: IVR Gather Input Action

Now, you can effortlessly select up to 10 recipients in the Connect Call action within our IVR system. This improved functionality initiates simultaneous calls to all selected users, and continues until one takes the call.

Exciting Enhancement: Coupon Codes Now Useful for One-Time and Recurring Products

Exciting Enhancement for Your Business: Coupon Codes Now Useful for One-Time and Recurring Products As part of our continuous efforts to provide you with more efficient ways to grow your business, we are thrilled to announce that you can now create coupon codes for both one-time and recurring products. This update will provide a new approach to maximize your revenues while giving your valued cu...

New and Improved User Interface for Our Text Editor

This announcement takes you through the functionalities of our newly optimized editor. There are several functions you can avail as highlighted below: Undo Redo Bold Italic Underline Font Type Your options continue with features like: Font Size Paragraph Format Line Height Text Color Background Color Disc List Decimal List Text Align Our expanded menu (3 dots icon) reveals even more actions: St...

Exciting Updates for Efficient Bot Training

Multi-Select for Bulk Operations You can now select multiple URLs at once for bulk actions. This efficient feature allows you to manage your URLs quicker and more effectively.

Introducing: Dynamic Intent-Switching Feature in Conversation AI

New Dynamic Intent-Switching Feature in Conversation AI We are excited to introduce an innovative feature in our Conversation AI: dynamic intent-switching. This new feature significantly enhances your management of customer interactions by providing immediate, personalized assistance.

Introducing Live Chat Triggers and Actions in Workflows

This new update is designed to provide a more seamless experience and to streamline your customer interactions. Adding Live Chat Triggers in Workflows You can now effortlessly add live chat triggers in workflows.

Introducing: Elevating User Experience with Contact Engagement Score

With this purpose, we are excited to introduce the feature of Contact Engagement Score. The newly added contact engagement score will empower you to see and update the engagement score for any contact from the conversation screen.

SMBcrm Unveils Exciting Enhancements to Client Portal

We're thrilled to bring you a series of new enhancements to our Client Portal that will not only make your experience smoother but also add a personal touch to user interactions. This feature remains optional, keeping you in charge.

Introducing New Features: Custom Values Folder

Introducing New Features: Custom Values Folder We are excited to share that we have added even more flexibility and control to your use of Custom Values. We are introducing three key features to enhance your organizing capabilities: The ability to Create Folders to manage your custom values.

Introducing Enhanced Coupon Usage Controls

Enhanced Coupon Usage Controls for Businesses We're excited to announce an update to our coupon feature which gives you, our valued customers even more control over your marketing strategies. Here's what you need to know: During the coupon creation process, you'll now notice a checkbox labeled Limit to one use per customer.

Exciting Product Updates: Enhanced Copy Contact Action

Reach out to let us know you would like this configured. Update Contact Automatically Our system now intelligently recognizes and updates existing contacts within your account.

Exciting Upgrades for a Seamless Mobile Experience

The New Hamburger Menu and Side Bar Get quick and easy access to essential functionalities, previously missing from the mobile device experience. The new Hamburger Menu ensures optimal accessibility, allowing you to navigate our interface effortlessly.

Exciting Product Updates Now Available!

To help you do just that, we've rolled out new notification features for post and comment likes: Post Like: As a post author, you will now receive in-app notifications when other members of your group like your posts. With our new "@everyone" mention feature, you can now notify every group member about any essential posts or comments.

Introducing New Updates to Calendar Availability

Introducing New Updates to Calendar Availability We're excited to present our newest update, which brings further customization and flexibility to your scheduling needs. You'll now notice that we have replaced the Standard and Custom Availability features with two new powerful tools—Weekly Working Hours and Date-Specific Hours.

Introducing Loom Video Support: Enhance Your Emails with Dynamic Content

We are thrilled to introduce an exciting new feature to our platform - Loom video support now available in our Email Builder. This highly requested enhancement allows you to seamlessly integrate Loom videos into your email content, providing a richer and more dynamic experience for your readers.

Introducing Enhanced Domain Connect: Effortlessly Manage URL Redirects for www Domains

Now, you can effortlessly implement URL redirects with wildcard "*" support for www domains. You can now set up URL redirects for complete www domains directly in Domain Connect.

Showcasing Currency Versatility in Our Latest Feature

Showcase Your Versatility with our Latest Feature Currency is a crucial facet of digital business. This hot off the press feature means no more tying of documents' product list currency to the pre-defined country of the account.

Introducing the Show/Hide Field Conditional Logic

We're excited to announce a significant new feature that will transform how you create and use forms in our system -- the Show/Hide Field Conditional Logic. This feature isn't just a new addition, it's an innovation.

Introducing the Streamlined Course Migrator

Introducing the New Course Migrator Feature We're thrilled to present a groundbreaking feature that reshapes and simplifies your course migration process. While not all features may cause fireworks, they do build to making your experience with us seamless and centered around your needs.

Introducing Payment Links: Effortless Online Selling for Any Website

This feature is especially useful if your website doesn't cater to online selling or, if you don't own a website. Noteworthy Features Our new product now provides business users with the capability of quickly crafting payment links for any product, be it one-time or recurring, so that a live link can be shared with their customers for prompt payments.

Introducing Payment Links: Effortless Online Selling for Every Business

Introducing the Enhanced Dashboard Widgets: Discover the Power of the "IS ALL OF" Operator

We excitedly announce the launch of a robust new feature to our dashboard widgets―the "IS ALL OF" operator. With our new operator, you can streamline this process by easily choosing the filter "Tags IS ALL OF A, B, C".

Introducing Seamless Addition of New Affiliates

Introducing Seamless Addition of New Affiliates We’re excited to introduce an upgrade to our affiliate management system, making it easier than ever to add new affiliates and manage your existing ones. Enhanced Process for Affiliate Addition Adding new affiliates has never been easier.

New Feature Update Inventory Limit for Products

New Feature Update: Inventory Limit for Products We strive to make your business operation efficient, organized, and successful at SMBcrm. That's why we're excited to announce the latest feature update - Inventory Limit for Products on our online stores and order forms.

Unleashing the Power of Split Action

Unveiling the Power of Split Action We are delighted to introduce the newest feature of our suite, Split Action. Types of Split Action Currently, our primary split action feature is the Random Split.

New Feature Announcement: Personalized Brand Domains for Your Account

In line with your feedback and as a solution to a critical concern, we now offer you the ability to add domains directly at your account level. Why Was this Feature Necessary.

Exciting Feature Update: Introducing the Cart Icon for E-commerce Stores As part of our ongoing efforts to streamline your online store management and improve your customers' shopping experience, we're introducing a new feature: the Cart Icon. This feature automatically adds a "Cart Icon" to the navigation menu of all newly created e-commerce stores.

February 2024

Introducing the Image Slider in Email Builder

This dynamic carousel-style representation allows for a visually engaging way to showcase multiple images seamlessly in your emails. Benefits of Image Slider Enhanced Visual Appeal With the new Image Slider, get ready to captivate your audience's attention.

Seamless Calendar Sync: New Update and Automated Notifications

The New Update Includes: An automated notification system targeting any sync disruptions, allowing you to regain control over your calendar synchronization immediately. This new feature spans across Google Calendar, iCal, Outlook, and Zoom Conferencing.

Enhanced Communication Features: View Contact Notes with Ease

Effortlessly View, Edit, and Add Notes You can now view, edit, and add notes to all the contacts linked to your company from the Company detailed page itself. This feature gives a broader look at your communications with contacts, providing a comprehensive view of your engagement history.

Enhance Your Communities: Introducing Paid Courses

Enhance Your Communities with Our Latest Feature: Paid Courses We are excited to announce a new feature that will revolutionize your communities — Paid Courses. Now, group owners and admins can add paid courses right from their community page, opening up an incredible revenue stream.

Improved Membership Analytics and Other Updates

Introducing Improved Membership Analytics and Other Updates We're thrilled to announce an exciting update to our membership platform. New Features Search Options Locating your members just became a lot easier.

Exciting New Enhancements to Our Membership Platform

New Enhancements To Our Platform: Course Progress Optimization and More We're thrilled to announce the newest enhancements to our platform – a significant leap in your course tracking and viewing experiences. With the latest modification to how course progress is calculated, we've improved the real-time analysis of user progress, overcoming any system challenges that come with operating on a la...

Improved Default Email Sender Features

You can now set a default 'From Name' and 'Email Address' for your dedicated sending domain. This new functionality ensures that all emails sent from your domain come with an automatically applied header.

Improved Communication and Task Management Features for Better Mobile Experience

Improved Communication and Task Management Features now Available on Mobile We are thrilled to announce the launch of enhanced communication capabilities in our mobile platform. Our new features aim to help you effectively manage conversations and tasks, ensuring seamless interaction with your leads.

Exciting Product Update: Customize Your Service Menu with Custom Code We're delighted to announce an exciting new feature that enhances your customization capabilities — now you can tailor the appearance of your service menu by adding your custom CSS. Until now, the service menu's customization was somewhat limited compared to other calendars.

Introducing Multilingual Support for Documents and Contracts

We're excited to announce that we have made our platform even more accessible with the latest product update - a multilingual feature for our Documents and Contracts module. Catering to our diverse user base, this feature enables you to access documents and contracts in the language you are comfortable with, taking usability and user experience a notch higher.

Consistent Brand Experience Update: Invoices, Receipts & Payment Links

Preview Link Generation The system now also carries over your account's configured branded domain name when copying a preview link from the application. Text2Pay Links With both preview and copied links now reflecting your domain branding within the Text2Pay functionality, it bonds your brand tightly for a seamless experience - presenting your users with a cohesive brand image.

New Feature: Unique URLs for Product Variants

New Feature: Unique URLs for Product Variants in Stores We're always looking at how we can enhance your user experience, and today we're pleased to announce the introduction of Unique URLs for product variants in stores. Up until now, all product variations were accessed through a single URL making it harder to promote a specific variation of a product.

Introducing the Floating Text Field: Enhance Document Editing Efficiency

We are excited to introduce our newest feature: a floating text field element in our Documents & Contract Editor. This new feature seamlessly integrates with the editor, providing users with added flexibility and efficiency in creating, editing, and managing documents.

Updated Calendar Availability Settings

With this update, you now have even more flexibility with the ability to demonstrate 24-hour availability, from 12:00 am to 12:00 am. Bringing You Flexibility 24-Hour Availability: You can now set your availability from 12:00 am to 12:00 am, indicating continuous availability for a full 24-hour period.

Introducing Bulk Upload for Products and Variants

Introducing Bulk Upload for Products and Variants We are excited to announce that you can now enjoy a more streamlined means of uploading your products and variants thanks to our newly introduced feature - bulk upload via CSV. Please note, this feature is currently available exclusively for uploading one-time products and their variants.

Exciting Updates: Cc and Bcc Functionality for Effortless Invoicing

Whether it's one-time or recurring invoicing, this feature is designed to make your life simpler. Streamline Your Communication While Invoicing Now if a contact is configured with any secondary emails alongside their primary email, those will be available for selection when sending out the invoice.

Introducing Interlinked Properties in Account Dashboards

We're excited to announce the introduction of our new feature: Interlinked Properties in Account Dashboards. This new feature allows each of your accounts to have even more customization tailored to your unique needs.

Introducing Multilingual Content Generation for Content AI

We're thrilled to introduce an exceptional enhancement to our Content AI which now supports international languages. With this new capability, you can generate content in your local language, including but not limited to French, Spanish, and Japanese.

Enhanced Conditional Logic for Streamlined Form Experiences

Exciting Enhancements in Conditional Logic in Forms We're excited to bring you the latest of our product updates - new enhancements in the show/hide functionality of conditional logic in forms. Broadening Our Conditional Logic Capabilities Our team has worked hard to enhance our conditional logic to include show/hide functionalities for a range of features, including textbox lists, signatures, ...

Improved Community Owner/Admin Controls

We're excited to share some updates with our features that aim to improve your user experience. Update: Improved Community Owner/Admin Controls We've enhanced the control of Community Owners and Admins in managing their channels.

Shopify Order Syncing: Simplify Your Sales Pipeline

Shopify Order Syncing Now Available We're pleased to announce a key feature update that will largely benefit our e-commerce users utilizing Shopify. This is a feature aimed at improving your tracking and reporting capabilities, while also giving you an overall better view of your sales pipeline across multiple platforms.

Introducing Our Enhanced Video Player

New Video Player Enhances Learning Experience We are thrilled to announce the release of our new video player that enriches the learner viewing experience. The new adjustable playback speed lets you set your pace and absorb the content at ease.

Improved Customizability and Default Pages for Enhanced User Experience

Exciting New Product Update - Customizable App Permissions and Default Pages SMBcrm is delighted to announce a valuable addition to our Client Portal: the ability to customize app permissions and select default pages based on your unique operational needs. This feature is geared towards optimizing the user experience, promoting seamless navigation, and ensuring better control over settings.

Based on your valuable feedback, the following enhancements have now been implemented: Improved Customization Previously, the service menu followed default settings and limited user customization. Acknowledging your need for flexibility, options have been added to enable or disable specific functionalities: Bookers Adding Additional Guests Booking Multiple Services Selecting Preferred Staff Mem...

Introducing A2P 10DLC Regulations: Facing Potential Non-Compliance Fines

Introducing A2P 10DLC Regulations: Facing Potential Non-Compliance Fines Wondering what this new update entails. Understanding The New Regulations At SMBcrm, we value the importance of transparency and clear user communication.

Exciting Product Update - Social Planner Introduces Watermarking Feature We are thrilled to announce a feature update to your Social Planner. Now, you have the ability to add watermarks to every image you post on social media.

Improved Email Builder Features for Streamlined Lead Generation

Exciting New Updates to Our Email Builder We’re thrilled to announce some fantastic enhancements to our Email Builder that are designed to streamline your experience with our platform and make your lead generation even more efficient. Test Email Button on Send or Schedule Screen Now you can swiftly conduct pre-launch checks with the addition of a test email button on the send or schedule screen.

Exciting Updates to Our Email Builder

Announcing Enhanced Invoice Notifications

Introducing Customizable Invoice Notifications We're excited to announce a new feature that provides greater flexibility and personalization to your invoicing process. This functionality allows you to configure the subject for invoice notifications sent out from your business account.

Exciting Announcement: Enhanced Invoice Delivery Control

Take Control of Your Invoice Delivery with New Configuration Options At SMBcrm, we are dedicated to continually improve our platform to suit your business needs. We're delighted to announce a new update that will offer you even more control over your operations.

Enhanced Configuration for Receipts - A New Level of Personalization

Marvel at the innovative features we've added to your lead management toolbox. Enhanced Configuration for Receipts - A New Level of Personalization You wanted more personalization, and we listened.

Introducing a Highly Anticipated Feature – Terms and Notes on Receipts

Introducing a Highly Anticipated Feature – Terms and Notes on Receipts In our continuous commitment to improve user experience, we're excited to announce that we've introduced a new feature: Terms and Notes on Receipts. This enhancement allows you to configure and add terms and notes to your receipts, allowing you to provide more context, information, or instructions to your customers.

Introducing Enhanced Margin and Padding Options for Mobile Apps

Introducing Enhanced Margin and Padding Options for Mobile Apps With great pleasure, we're announcing the new margin and padding settings for mobile apps, now available on SMBcrm. This highly requested feature for our website and funnel builder is finally here, allowing users to set unique margin and padding settings for mobile and desktop views.

Introducing Page View Trigger

We're excited to announce a feature our users have eagerly been asking for - the "Page View Trigger" for workflows. This new offering allows you to set up automation on your funnels and websites triggered by customer page visits.

Secure & Streamlined User Management Updates

Enhanced User Management Updates For More Secure Access We have exciting news to share. We've improved our User Creation system to make it more secure and self-sufficient.

You can now effortlessly change the profile picture used in your Google Business Profile (GBP) chat widget directly from our platform. With this fresh update, you can now switch up the logo to better suit your business requirements and preferences.

Introducing Custom Security Headers for Enhanced Website Protection

We're excited to announce a robust new feature designed to enhance the security of your funnels and websites. Feature Highlights: Customizable Security Tab: We've added a new security tab in the funnel/website detail page.

Exciting New: Conversation Widgets for Your Dashboards

We're excited to share some new additions to our product offerings: Conversation Widgets for your Dashboards. With these new tools, you can now gain incredible insights into your customer interactions, assignee distributions, and track new conversations begun in the week - all at a brief glance.

We're thrilled to introduce an enhanced feature to our Review Widget that further magnifies your ability to spotlight positive feedback customized to your liking. How to Utilize This Enhancement To access this new feature, navigate to the 'Reputation' tab in your account, proceed to the 'Widgets' section and create or edit your Widget.

Boost Your Online Store's Efficiency with New Abandoned Cart Tracking Update

Boost Your Online Store's Efficiency with Our New Update Good news. We have rolled out a new feature update to help improve your online store management experience.

Enhanced Course Migrator Feature: Video Copying Enabled

Memberships- Course Importer Now Supports Copying Videos We are thrilled to bring you the latest upgrade: The Course Migrator is more powerful now than ever before. Our updated Course Migrator now allows a seamless transition of video content from one account to another.

Enhancements to the Copy Workflow feature

Exciting Enhancements to the Copy Workflow feature We are pleased to announce several major enhancements to our Copy Workflow feature, aimed at streamifying your workflows and boosting operational efficiency. Greater Flexibility with Marketplace Integration You can now replicate your workflows with Marketplace actions and triggers easily.

Enhanced Payment Trigger Management Options

With the new changes, business users can now set the payment received trigger source on manual payments made through our platform whether they're collected from the contacts page, form payments, calendar payments, or via funnel/website payments. Enhanced Source Filters As part of the improvements, we've added a sub-filter for online stores housed within the website.

Introducing Voicemail Detection Enhancement

We're excited to announce a feature enhancement that now allows you to detect whether a call was answered by the user or directed to voicemail. But now, you're empowered to handle these scenarios with greater efficiency.

New Updates: Branded Domains For Calendars Now Available

Exciting Update: Branded Domains For Calendars Now Available Here at Leads365, we're constantly innovating to improve your experience and enable you to personalize our tools to your brand. Taking another step in that direction, we bring to you the new feature update - branded domains for calendars.

Simplified Tax Attachment for Efficient Billing

To ensure you're getting the most out of our platform, we've introduced a new feature that allows users to attach taxes directly to a product. With this feature, taxes linked to a product are automatically reflected across any channel where the product is featured, including order forms, payment links, Ecom stores, or invoices.

Introducing the Membership Switcher

Exciting Feature Update: Introducing The Membership Switcher We are pleased to unveil a new feature for efficiency and flexibility: the Membership Switcher. This tool allows users the ability to switch easily between their Client Portal and Membership Legacy – all it takes is a single click.

Introducing WhatsApp Web and Mobile App Notifications for New Messages

We are thrilled to announce the introduction of web and mobile app notifications for new WhatsApp messages. Notifying you of new WhatsApp messages through both our web and mobile applications substantially increases your responsiveness, ensuring a smoother communication experience for your customers.

Enhanced Email Tracking Control

We are excited to announce a new feature update to our email tracking settings. You now have the ability to enable or disable open and click tracking for emails.

Enhanced Communication Management with Contact DND Feature

Efficient Communication Management with New 'Do Not Disturb' Feature We're delighted to unveil a recent upgrade - the 'Contact DND (Do Not Disturb)' feature for WhatsApp messaging within our platform. This enhancement offers you more control over your communication, and enables a more personalized interaction with your contacts.

Efficient Communication Management with New Do Not Disturb Feature

Enhanced Filtering Capabilities for Opportunities

Exciting Product Update: Enhanced Filtering Capabilities for Opportunities We are pleased to announce that our platform now offers additional filtering capabilities when analyzing opportunities. Specifically, users can now filter opportunities based on 'Lost Reason,' providing a more in-depth understanding of opportunities and the factors impacting their outcomes.

Introducing Buy Now, Pay Later for Your Online Business

Introducing Buy Now, Pay Later for Your Online Business We're excited to bring you a powerful new feature that can help transform your online sales. You're now able to offer your customers Buy Now, Pay Later (BNPL) payment methods.

Introducing Enhanced Contact Management Feature

Enhanced Contact Management Now Available We are excited to introduce our newly upgraded feature designed to streamline your contact management workflow. This latest development means you can now intuitively add, edit, and remove multiple contacts from companies directly on the Smart-list page.

Enhanced Product Update: Affiliate Campaign Creation Revamped

We're thrilled to announce our latest product update which features significant enhancements to the way you create affiliate campaigns on your account. Gone are the days where the process felt cumbersome - now, you get to experience an intuitive and user-friendly interface.

Introducing Multi-Tier Commissions for Affiliate Marketing Campaigns

We're excited to share that a highly anticipated feature, multi-tier commissions, is now available in your affiliate marketing campaigns. What's New in Affiliate Ifeatures: Support for up to 7 tiers of commissions within affiliate campaigns Ability to set default commissions or product-based commissions for each tier Simplified process for managing multi-tier commissions Customization of commis...

Exciting New Workflow Automation Features for WhatsApp Integration Available Now

Wait for WhatsApp Contact Reply Now you have the flexibility of incorporating WhatsApp into the Wait Action feature of your workflows. This new update allows you to construct more interactive and responsive automated workflows.

Enhancements to WhatsApp Contact Management

Enhancements to WhatsApp Contact Management We're thrilled to introduce new enhancements to your WhatsApp contact management experience. Our latest features bring ease and efficiency to your fingertips, enabling you to quickly identify whether your contacts are registered on WhatsApp.

Exciting New Feature - Enhanced Affiliate Profile Page

Exciting New Feature - Enhanced Affiliate Profile Page We're thrilled to introduce the updated Affiliate Profile Page. This new development provides a comprehensive view of affiliate details and key performance metrics, all under one roof.

Enhanced Email Campaign Conversion Metrics Now Include Shopify Orders

Enhanced Email Campaign Conversion Metrics Now Include Shopify Orders Good news for our users who trust Shopify for their online sales. We are delighted to announce that the Shopify orders are now included in the Conversion Metrics of Email Statistics.

Enhanced Communication Preferences for Your Calendar Available Now

Enhanced Communication Preferences for Your Calendar Available Now We’re excited to share that users now have improved control over their communication preferences for third-party calendars including Google and Outlook. The updated feature allows you to manage how you communicate with your event attendees more efficiently.

Pre-Buffers Feature for Your Appointments

Exciting Update - Pre-Buffers Feature For Your Appointments In our constant quest to offer more control and flexibility to our users, we are delighted to introduce the novel feature of pre-buffers. Until now, your calendars only had the option of adding post buffers.

WhatsApp Enhancements Streamlining Your Messaging Experience

WhatsApp Subscription Check & Visibility Navigating through countless features can sometimes create clutter. Now, the WhatsApp tab and the corresponding options in the message type filter dropdown will only appear if your location has an active WhatsApp subscription.

March 2024

Enhanced Customization Control for Booking Forms

Delivering Customized Services Made Easier with Our New Update We are delighted to unveil a new update to our services. This feat will now allow you to personalize the booking process even further by creating custom forms integrated within your service menu.

Introducing Multiple Email Domains Feature

New Feature Available: Add Up To Five Email Domains We are excited to share recent enhancements to our platform that now allow you to add up to five email domains for email types like Workflow, 1:1, Campaign, and Bulk emails. Here's how you can use this new feature: Navigate to your account settings.

Creating Products on Mobile Just Got Easier

With this new enhancement, you can easily create Products or Services directly on your mobile app, a feature that will not only save time, but also ensure seamless invoicing and efficient use of the Point-of-Sale module. Any products you create on Mobile will also be available on the web under the Products tab inside Payments, enhancing your ease of use across platforms.

Introducing Enhanced Product Catalog Feature on Mobile

Introducing the Enhanced Product Catalog Feature on Mobile We're thrilled to share an important update we've made in our Point-of-Sale module on Mobile - Our reimagined Product Catalog. This newly introduced feature permits you to select from a comprehensive list of all the products/services you offer.

Enhanced Checkout Process Update

Exciting New Product Update - Enhanced Checkout Process We're pleased to bring to you a brand new checkout step to the Point-of-Sale (POS) module inside our mobile app. What's New New Design We've introduced a fresh, navigation-friendly page available right after the Product Catalog step.

Exciting New UI and Gamification Upgrade Available

Introducing New UI and Gamification in our Communities Available in Labs Now. We are excited to announce that a fresh new user interface (UI) and a fun new gamification feature have been added to our Communities platform.

Exciting Feature Update - Image Support Added to Terms and Notes on Invoices

Welcoming Image Support in Terms and Notes on Invoices We're thrilled to introduce a new feature that will facilitate business users and enhance invoice customization. From now on, you can configure and add images to the terms and notes on your invoices.

SMBcrm Enhances CSV Export With Detailed Invoice Line Items in Update

That's why we're thrilled to announce an update to our CSV export feature in Payments. You can now access comprehensive line item details - including item name, item description, tax on item, discount on item, itemId, and currency - right from your exported data files.

Introducing User Interface Improvements for Go To Action

Now, after selecting the Go To action, not only will your action steps glow to grab your attention, but you'll also see a prompt that gently guides you to "Click on the Go To destination".

Introducing New Flexibility: Reordering Custom Fields in Opportunities

Introducing New Flexibility: Reordering Custom Fields in Opportunities We have exciting news about an enhancement to our user experience. Now, you have the flexibility to reorder custom fields in opportunities easily.

As we string along the wavelength of progression, we are constantly looking to provide features that are in line with the latest trends. As an account owner, you are now empowered to create and schedule engaging bite-sized video content.

New Product Feature Enhance Document Customization and Productivity with Fillable Fields and UI Enhancements

New Product Feature - Enhance Document Customization and Productivity with Fillable Fields and UI Enhancements We're excited to announce the launch of new features that further enhance your productivity and provide more flexibility in customizing your documents. Introducing the Fillable Date Field Element Now, you can easily insert a fillable date field into your uploaded PDFs or documents.

Introducing Text Formatter Workflow Action

Exciting New Feature: The Text Formatter Workflow Action We understand that handling data often requires formatting and tweaking it to meet your business needs. Types of Text Formatters and Their Use Cases The feature provides multiple text formatter types, each designed to handle specific formatting needs.

Tailored Product Descriptions Now Available

Showcasing our latest product update: Tailored product descriptions in order forms In our constant endeavor to add value and simplify your experience on our platform, we've rolled out a new product feature that allows you to incorporate your customized product descriptions directly in the order forms. This new product description toggle in the products screen will display the description that y...

New Feature Alert: Sending Manual/Offline Certificates Now Possible

New Feature Alert: Sending Manual/Offline Certificates Now Possible. We're thrilled to announce our latest feature upgrade that will make online course management easier for you.

WhatsApp Updates for SMBcrm Platform

The timestamp in the Conversations tab now updates correctly after sending WhatsApp messages. Last Activity Icon on the Contacts Page To further enhance visibility into your interactions, the "Last Activity" column on the Contacts page now displays a WhatsApp icon if your most recent communication with a contact used WhatsApp.

Enhancing Webhook Functionality: XML Payload Support

Inbound Webhooks: Now Supporting XML Payloads We are excited to announce a recent enhancement to our inbound webhook capabilities. Now, not only can you trigger workflows with JSON payloads, but you are also able to utilize XML payloads.

Enhancing Email Testing Workflow

The recent update introduces significant improvements to our system, tailored to save users time and streamline their email testing workflow. The good news is, we have addressed these issues with our latest update.

New Product Update Enhanced Call Configuration

New Product Update - Enhanced Call Configuration We are excited to announce an addition to the 'Connect Call' action within the Interactive Voice Response (IVR) settings. Boosted User-Friendly Configuration The smooth configuration process allows users to perform the IVR setup with the phone numbers clearly detailed along with each user.

Enhancements to Online Stores: Introduction of Product Collections

Product collections are a new and powerful tool for categorizing your inventory. Whether you're introducing a new product line or sorting existing products, you can now assign products to different collections for more straightforward navigation in your online store.

Introducing Product Collections in Online Stores

Enhancements to Connect Call Action - Custom Phone Number Support

You can now add a custom phone number, an option that was previously unavailable. How to Set Up a Custom Number With these new enhancements, setting up a custom number is straightforward.

Interactive Variant Image Mapping for E-commerce Stores

Exciting Update for E-commerce Store Owners We are thrilled to announce that e-commerce store owners can now map each variant combination with a unique image. This state-of-the-art feature is designed to enhance visualization and improve overall shopping experience for your customers.

Introducing Resend Feature for Email Campaigns

Boost Engagement with our Exciting New Resend Feature for Email Campaigns Good news to our esteemed users. This feature aims at enhancing engagement while minimizing the likelihood of complaints or unsubscriptions.

Update Your Payment Method for Ongoing Subscriptions Easily - New Feature Alert

Update Your Payment Method for Ongoing Subscriptions Easily - New Feature Alert. We have exciting news for our users - a new feature that's been in high demand on our ideas board has been implemented: updating payment methods for ongoing subscriptions.

Introducing: 100% Discount Option for Subscriptions

New Updates: Offering Total Discounts on Subscriptions is Now Possible We're thrilled to announce that we've introduced an exciting update that allows customers to apply a total (100%) discount or a fixed amount discount on subscriptions. This feature prudently accommodates businesses that aim to sell a subscription for free initially and have add-on purchases configured for the subsequent stage.

User Permissions Update Control Who Can Export Payments Data

User Permissions Update: Control Who Can Export Payments Data Great news for businesses who use Leads-365. We're excited to announce a new permission update that will further enhance how you manage your data security.

Introducing the Text Formatter Workflow Action

Exciting New Product Update: Introducing the Text Formatter Workflow Action We are thrilled to announce the introduction of the new Text Formatter workflow action to our suite of services. This handy feature is designed to adjust your data into a useable format customised for your needs.

Enhanced Array Functionality Update

The recent enhancement now allows an array to be formatted in the following manner:

[
  { "name": "John Doe", "email": "john@example.com", "age": 30 },
  { "name": "Jane Smith", "email": "jane@example.com", "age": 25 }
]

Now, you only need to select the array source and the system will use the root level.

SMBcrm Announces Enhanced Google Sheets Features

Managing Your Data Just Became Easier: SMBcrm Announces Enhanced Google Sheets Features We're excited to share improvements to our Google Sheets capabilities. In our ongoing commitment to improving your user experience, we've added new Action Types to streamline your workflow: "Create Multiple Spreadsheet Rows" and "Update Multiple Spreadsheet Rows".

SMBcrm Enhances Google Sheets Features For Better Data Management

Filters & Status Upgrades for Documents in Workflows

New Filters and Status Upgrades for Documents and Contracts in Workflows We're delighted to introduce enhancements to our workflow configurations. Now you're equipped with more control over your workflows than before.

New Filters & Status Upgrades for Documents

Introducing Table Charts for Enhanced Data Viewing Experience

We're eager to unveil a fresh feature for your dashboards - Tables. Now, all your account widgets can be reimagined into comprehensive list views, offering in-depth insights right at your fingertips.

Introducing Enhanced A2P Compliance Checkbox

New Consent Checkbox for Enhanced A2P Compliance The newest version of our platform has just landed, accruing with it a game-changing enhancement to our Chat Widget. The update introduces a Consent Checkbox, which allows you to integrate a consent request right into your chat widget settings.

Introducing LC Phone Fraud Protect Updates

Should there be a need to add a new card, the agency would need to get in touch with our support team. The new 8-level ramp will replace the 7-day one.

Multi A2P Brand and Campaign Support Now Available

Multi A2P Brand and Campaign Support Now Available We're thrilled to announce that we've introduced support for multiple A2P Brands and Campaigns, providing a more streamlined way to enhance your sending capabilities. Key features include: New tabs that list brands and campaigns in the trust center section.

Exciting Announcements: Upgraded Features & Resolved Bugs

New Features from SMBcrm - Enhancements and Bug Fixes We're here again with more enhancements and updates from SMBcrm to improve your experience and make our system more efficient. We thrive to make our features work perfectly for you.

Introducing Call Connect on Keypress Feature

Enhancing Your Call Actions: Introducing Call Connect on Keypress Feature In our continuous endeavor to make your user experience smoother and productive, we have rolled out an update to further refine your call actions. To address this, we have introduced the new "CONNECT CALL AFTER KEYPRESS" toggle.

Enhancements to Contact Engagement Tools

We are excited to announce enhancements to our customer engagement strategies with updated workflow features. Now, you can utilize triggers based on changes in Contact Engagement Scores.

Introducing Advanced Filters for Contacts - Discover Their Potential

We are thrilled to announce the addition of two new cutting-edge filters to our Contacts selection. This recent update enables you to reach targeted contacts quickly and efficiently, streamlining your communication and engagement efforts.

Introducing Stripe Support for Updating Ongoing Subscription Payments.

Accounts can now provide customers with a link to easily update their payment method for ongoing Stripe subscriptions. With this update, businesses and customers alike benefit from added convenience.

Exciting New Feature: Introduce Buy Now Button to Your Ecommerce Store

New Feature Alert: Introduce the "Buy Now" Button to Your Ecommerce Store We've got some exciting news for our ecommerce store owners. We're introducing the ability to incorporate a "Buy Now" option on any product detail page.

New Fillable Element: Initials

New Fillable Element: Initials Marking every page of a document or contract under review could be a tedious task. But worry not, as we keep refining our systems to better address your needs, introducing a new fillable element: Initials, a tool that allows you to ensure every page is attended to, with ease.

Enhanced Community Interaction

Engaging with your community is now even easier with our latest updates. Enjoy seamless interactions with the introduction of new comment notifications and the invite link flow.

New Email Builder Integration Released

This new development enables you to be more efficient and creative in handling your review requests. Improved User Experience and Interaction No more dull, run-of-the-mill review request emails.

Introducing Enhanced Product List Layouts

We're thrilled to announce a new feature that gives e-commerce store owners more flexibility in designing their product list page. Specifically, you now have control over the number of products displayed on each page—giving you the power to build better layouts around the product list.

Get Ready for Cookie Consent on Your Funnels and Websites We're excited to share that our often-requested customer feature - the inclusion of Cookie Consent on websites and funnels has now been implemented. This key development supports the adherence to data protection regulations where user consent must be attained prior to any capture of personal data.

Introducing Version History for Forms and Surveys

Introducing Version History for Forms and Surveys We're excited to announce a new feature that will add more efficiency and control to your form and survey handling - the Version History. New and Innovative Features Automatic Version Creation: With our new feature, each time you make and save changes in form or survey, a new version is created automatically.

Exciting New Domain Integration Updates

Introducing Major Updates to Our Domain Handling We bring great news for our users today. Key Features & Benefits Enhanced Security Our top priority is the secure management of your domains.

Exciting Expansion to Email Delivery Capabilities

This advancement allows for more efficient management and optimization of your email sending practices, ensuring maximum deliverability. Benefit from Unique SMTP Credentials You now have the ability to generate unique SMTP credentials specifically for your dedicated sending domain.

Branded Domain Name for Your Documents and Contracts - Exciting Update

This highly-anticipated update allows for a more personalized user experience across numerous interactions on our platform. When sending out links to Documents and Contracts, the link will now bear the configured account-level branded domain name.

Fresh From the Oven: Conversation UI Enhancements and Fixes

Fresh From the Oven: Conversation UI Enhancements and Fixes Our unswerving commitment to improve your experience with SMBcrm now brings you yet another exciting update. Enhancements PPTX Attachment Support: We are glad to announce that we have added support for PPTX attachments.

Enhanced Email Change Notifications

Enhanced Notification System In the latest feature rollout, the owner and 20 agency administrators of the account will now get notified via email whenever an email is changed on the user's profile. This new modification is a step towards our commitment to enhancing security measures and improving our communication channels.

Enhanced Contact Engagement Management Features

New Features for Better Contact Engagement Management We are continually looking for ways to enhance your experience with our platform. In our latest update, we've added new functionalities to our workflows that improve your ability to interact with and manage Contact Engagement Scores.

Unified Account Management with Google Business Profiles

Introducing Unified Account Management With Multiple Google Business Profile Connect We're shaking up the way you manage your Google Business Profile (GBP) pages by introducing a new feature that allows multiple GBP pages to be connected to a single account. Centralize Your Conversations With multiple GBP pages linked to a single account, the headache of switching back and forth to manage messa...

Enhanced Dashboard Permissions Feature Update

We're back with a fresh and highly adaptable feature to customize your user experience and management. We've heard your feedback and have now expanded the options for setting custom permissions on your dashboards.

New Feature Announcement: Introducing Default Dashboards

New Feature Announcement: Introducing Default Dashboards We are pleased to announce the introduction of Default Dashboards to your SMBcrm account. This new feature allows you to take control of your team's dashboard experience, gaining instant access to vital insights and metrics.

Enhanced Email Interaction in Conversations

Our primary aim was to bring you an effortless and efficient interaction avenue with your email messages, acknowledging the vital role that swift and dependable access to your email content plays in your daily business operations.

New Update: Boost Email Campaigns with Preview in Browser Feature

New Product Update: Enhance Your Email Campaign Effectiveness with "Preview in Browser" Feature We're constantly striving to provide you tools and features that make your marketing strategies more effective and efficient. To overcome this, we're offering a new functionality that lets users include a "Preview in Browser" link in their email campaigns.

Announcing Taxes and Discounts Feature Update

With this new feature, users can link tax details to products and the attached tax will be applied automatically at checkout when the product is added to the cart using the Product Catalog. In addition, you also now have the option of applying a custom percentage discount to the total amount on the checkout screen.

Taxes & Discounts Integration on Point of Sale

Mobile Access: Instant POS Transaction Details Download

What's New in This Update. Attach Invoice Feature: We are making paperwork easier for you.

Mobile Update: Enhanced Snippet Listings & Improved Task Management

Introducing Enhanced Snippet Listings and Improved Task Management on our Mobile App We're excited to announce some key enhancements to our system that aim to improve your overall user experience and productivity. Now, you will see upfront previews for all snippets which facilitate easy scanning.

New Feature: Customize Communities with CSS/JS and More Enhancements

New Feature Alert: Tailoring Your Communities with Custom CSS/JS and Even More Enhancements. We're excited to bring you fresh off the press features that significantly enhance your communities' user experience.

Elevate Your Funnel Building Experience

We're excited to bring your attention to the latest feature that's been optimized in the world of SMBcrm - The Custom Field and Value Picker in our Funnel Page Builder. Now, you have the power of custom fields and values in you hands, right in the Funnel Builder.

Exciting New Custom Field and Value Picker in Funnel Page Builder

Exciting New Date Formats and Improved Date Picker for Your Forms or Surveys

We're thrilled to bring you the latest enhancement to your form and survey experience - our new date formats, and an improved date picker. Key Features and Benefits Unambiguous Dates: Our update ensures a clear and concise representation of dates to minimize confusion.

Enhanced Appointment Rescheduling & Calendar Integration

Exciting Enhancements on Appointment Updates We are thrilled to announce a new feature enhancement, now offering an upgraded rescheduling experience. Unlike before, when the rescheduling confirmation page did not show certain vital details, we have made crucial changes for improved clarity.

Introducing Email Verification for Forms and Surveys

Exciting New Update: Introducing Email Verification for Forms and Surveys We are delighted to introduce a new feature to our Forms and Surveys module: Email Verification. This added functionality enhances our commitment to gather accurate and verified data, offering a more streamlined experience for users.

Enhanced Security & Management with Cloudflare

This is all thanks to our new partnership with CloudFlare. Standout Features and Benefits There are several notable enhancements that this update brings to your table: Improved security: We've integrated extra security features that help keep your data and your users' information safe.

Exciting Product News Customizing your Subject Lines is now Easy

Exciting Product News: Customizing your Subject Lines is now Easy. We always strive to streamline your workflows and make every feature easily customizable.

Enhanced Opportunity Management Updates and Efficiency Unleashed

Now, you're able to locate your opportunity ID instantly, situated conveniently at the bottom left of the opportunity dialog box. We've integrated a new option into the kebab menu, found up in the top-right corner of your Opportunities page.

Embrace Enhanced User Experience with Match Conditions

As we continually strive to enhance the user experience and streamline workflows for our clients, we're introducing a new branching logic in our IVR Gather action. The IVR Gather action has been updated with more interactive and seamless flow.

Customization: Opportunity Fields in Forms & Surveys

A Defining Step Forward in Customization - Opportunity Fields Now Part of Forms and Surveys We are very excited to announce our latest update. Now, you are able to include opportunity custom fields in your forms and surveys, increasing your power to collect and utilize even more relevant data.

Exciting Developments: Updates Galore

New Features: Course Notifications and Enhanced User Interface We are excited to announce some new tweaks and feature additions that will make your learning experience more rewarding and interactive on SMBcrm. Our new feature release ensures that you will never miss out on any developments in your course.

New Certificate Management Features

Exciting Enhancements: Introducing New Certificate Management Features We are excited to announce new updates to our certificate management functions. We have listened to your feedback and have introduced new features to help you have a seamless certificate management experience.

Enhanced Email Campaign Statistics

This feature offers comprehensive analysis reports for the previous 7 and 30 days. This new feature provides you with valuable metrics and makes tracking performance trends easier than ever before.

Exciting Enhancement Arrival – Media Thumbnail Support in RSS Feeds

Top-tier sites like YouTube have embraced this reality, implementing media thumbnail previews in their RSS feeds for an improved user experience. Seeing a need in our user base, we have followed suit and put our firm commitment towards delivering cutting-edge features into motion.

April 2024

Enhanced Contact Management Automation

Streamlining Contact Management with our Latest Feature Update We are excited to announce a much-anticipated update that aims to streamline the management of followers in Contacts. Now, It's All About Automation The core of this update lies in automation.

Effortless Buffering with Blocked Slots

SMBcrm is thrilled to announce an improved feature for managing your appointment schedules. With our latest update, we now consider blocked slots when applying pre and post buffers for appointments.

New Text Formatting Feature: Superscript & Subscript

Elevate Your Content with Our New Product Update We are excited to announce our latest tool update which allows users to effortlessly format their text with raised (superscript) or lowered (subscript) characters. So, how can you make use of this new feature.

Update Announced: Enhancements to the Communities Feature

Product Update: Enhancements to the Communities Feature Our commitment at SMBcrm is to continuously improve the functionality and usability of our platform geared towards bettering your experience and productivity. In line with this commitment, we are thrilled to announce several updates to the Communities feature.

Enhanced Document Management Feature

Today, we're delighted to debut a new product update that will significantly streamline the way you manage your documents and contracts - now directly under Contacts. The new feature lists all documents associated with a particular contact within the contact's document management section.

Enhanced SEO Features Unveiled

Level Up Your SEO Game with New Feature Enhancements. We have some exciting new updates to share that are designed to take your search engine optimization (SEO) to the next level.

Enjoy the Benefits of Seamless Migration to CloudFlare

Enjoy the Perks of Seamless Migration to CloudFlare Thrilling news. Now, you can migrate domains with nothing more than a mere click.

Introducing Partial Payments for Calendar

Introducing Partial Payments for Calendar In our ongoing efforts to provide our users with the flexibility in managing their bookings, we've rolled out a fresh feature: Partial Payments for Calendar. This feature aids businesses that operate on a reservation basis, allowing them to secure bookings and grow by collecting a deposit upfront.

Now, with SMBcrm, you can automate your company's reactions to comments on Facebook and Instagram which will ensure to increase your engagement and keep you in constant touch with your existing and potential customers. This significant feature rightfully compliments our one-of-a-kind Lead Capture methodology.

Enhanced eCommerce support: Define Custom Shipping & Delivery Rates

Enhanced eCommerce support: Define Custom Shipping & Delivery Rates As we continue on our path to providing you with the absolute best tools for your eCommerce business, we're thrilled to announce an upgrade in our shipping and delivery feature. You now have even more control over your shipping charges and can define custom shipping zones and manual rates based on these zones.

Enhanced Date & Time Formats with Timezone Update

New Feature Highlight - Enhanced Date and Time Formats, and Location Timezone Update We’re excited to announce enhancements to our CRM features. Discover the Updates Updated Date and Time Formats We have harmonized the date and time formats across all contacts' task areas, opportunity fields, and opportunity notes.

Updated CRM Features Announcement

Exciting Product Update - Enhanced AI Text Tools

We're excited to announce a new and improved design for one of our advanced text tools. The intuitive user interface (UI) now comes with helpful text to guide you through the process, making it simpler than ever before.

Automating Subscriptions and Refunds: New Triggers Released

Exciting New Product Update: Subscription and Refund Triggers Now Available in Automations In our ongoing efforts to help businesses automate and streamline their processes more efficiently, we're thrilled to unveil our latest product update: the addition of Subscription and Refund triggers in automations. Subscription Trigger Takes Centre-Stage Gaining more control over your subscription manag...

Drag & Drop Capabilities - Email Template Builder

Enhanced Drag and Drop Capabilities in Your Favorite Email Template Builder Good news. Addressing User Challenges Previously, almost half of the valid bug reports we received were related to difficulties with our builder's drag and drop feature.

Introducing the Kajabi Email Template Importer

Exciting News: Introducing the Kajabi Email Template Importer We're thrilled to share an exciting update that's going to significantly enhance your workflow. The new template import functionality allows you to directly import templates from Kajabi to your SMBcrm account.

Announcing WhatsApp Bulk Action and Enhancements

We're excited to showcase our new feature: WhatsApp Bulk Action. Widen Your Reach Now you can communicate with all your WhatsApp contacts at once for larger, easier audience reach.

Stay Ahead with the Latest Courses Updates

Stay Ahead with the Latest Courses Updates Discover What's New No more indefinite offers, it's time to value every passing moment. Three crucial updates build up the foundation of this new feature: Offers with access start date only – Dive deep into elite offers that kick start from a selected date.

Upgrade to Schedule Synchronization System in SMBcrm

We are excited to announce a much-awaited upgrade to our schedule synchronization system.

Maximize Workflow Efficiency with Email Template Builder

Embrace Efficiency with our New Product Update - Email Template Builder Now Available in "Send Email" Workflow Action We're delighted to bring you another crucial enhancement to our SMBcrm platform. Now, you'll be able to integrate the email template builder directly into our "Send Email" workflow action.

Exciting Updates to Workflows Integrated Email Builder

Exciting news for all users who utilize our integrated Email builder for workflows. Now you can save changes and also save them as new templates when using the Email Template Builder within Workflows.

Introducing Fresh Product Rollout and SEO Progressions

Unveiling New Product Collection Element & SEO Advancements We are excited to share some new enhancements in SMBcrm to help simplify and enhance your online store management experience. To provide a simplified and coherent browsing experience to your customers, we are introducing a new Product Collection Element.

Rollout of Global Adaptable Timezone Support

Now, we're thrilled to introduce a new feature: the ability to switch the timezone specifically for your dashboards. From now forward, you can fully personalize your data interpretation experience by setting your dashboard to reflect the timezone you operate in.

Introducing Granular Insights for Enhanced Data Analysis

We're excited to introduce an innovative feature that will transform your data analysis: Granular Insights. This latest update allows you to delve more in-depth into your dashboard metrics like never before.

Exciting Update for Product Integration: Form Builder_updates

Introducing an Exciting Update: Products in Form Builder We're thrilled to announce a new feature that takes your Forms to the next level - the integration of Products. This feature allows you to effortlessly add products to your forms offering superior customization and layout options.

Improved Service Calendar Availability Update

Taking a step towards greater customization and better time management, users can now configure calendar availability for service calendars, adding an additional layer to how available slots are determined. Previously, available slots in our service calendars were solely determined by staff availability.

New Cropping Feature for Avatars and Manage Your Email Subscriptions

Here at SMBcrm, we're constantly working on enhancing our features to make our user experience more interactive and efficient. We have two significant updates for you: New Cropping Feature for Avatars We understand that a profile image speaks a thousand words.

Mobile Assignments On The Go With Latest Update

Take Assignments on The Go With Our Latest Mobile Update We're thrilled to announce that you can now manage your assignments on your mobile device, freeing you from the constraints of your desk. Mobile-Friendly Assignments Now Accessible on Your Phone With a dedication to creating a seamless user experience, our newest feature allows mobile-friendly assignment access through your phone’s browse...

Enhancement Update: Order Confirmation Feature Added to Forms

New Enhancements: Add Order Confirmation to Forms with Products We are thrilled to reveal a substantial enhancement to your SMBcrm experience - the addition of Order Confirmation support to our Forms. With this improvement, you can now elect to include an order confirmation page following form submissions that include products.

Enhanced Google Organic Booking Integration Available Now

A New Way to Enhance Your Online Presence and Make Bookings Seamless We're excited to bring you the latest product update. We've now enabled Google Organic Booking for selected accounts.

Redesigned Payment Integrations User Interface

Simplified User Interface The improved user interface is not just sleek—it's powerful. The new design allows for a cleaner look and a more streamlined user experience.

Enhanced Payment Recording Interface for Improved User Satisfaction

Enhanced Payment Recording Interface for Improved User Satisfaction Important Update: We've conducted extensive redesigns and upgrades to optimize our core processes for recording internal payments. Now, we've migrated to the improved payment element, providing a seamless and consistent interface across all invoicing systems.

New Features Released by SMBcrm

We are excited to bring you a set of new features to further streamline your user experience. This allows you to enable or disable certificates for specific locations as well as manage access rights for various users within the certificates module.

Introducing Enhanced Lead Tracking for Forms, Surveys, and Calendars

We're excited to announce a new enhancement to our platform that allows you to effortlessly monitor leads generated from Forms, Surveys, and Calendars. With this update, our users will now be able to create Affiliate campaigns to track leads from these specific sources.

Enhanced Lead Capture in Live Chat

New Capture Feature: Harnessing the Power of Live Chat Another exciting feature we're rolling out is aimed at maximizing the efficiency of your Live Chat tool. From now on, your live chat will be more than just a portal for client communication - it becomes a lead capturing tool.

Conversation & Email Composer Enhancements Now Released

Conversation & Email Composer Enhancements Now Released At SMBcrm, we are committed to providing you with the most efficient and seamless user experience possible. Improved Central Panel of Conversation Feature We're excited to announce an important fix to our Conversation Page's central panel.

Introducing Partial Payments for End Customers on Invoicing

Exciting Update: Introducing Partial Payments for End Customers on Invoicing We are thrilled to announce our new feature - partial payments for end customers on invoicing. This feature allows business users to set a minimum percentage of the total invoice amount to be collected from the end customer, facilitating greater control over payment plans.

Improved Efficiency and Enhanced Accuracy for SMBcrm Update

Now, you can rest assured knowing that trial products will be viewed solely as leads until a transaction is completed. This limitation has now been lifted, and manual sales will also operate for Affiliate Campaigns with Product-Based Commissions.

Update: Enhanced Capabilities for Outlook 2-Way Sync

Exciting Product Update - Enhanced Capabilities for Outlook 2-Way Sync We've heard your feedback and are thrilled to announce some beneficial updates to our Outlook 2-Way Sync feature. Now, when you've connected your 2-way sync, your inbound emails from any existing contact are automatically synced directly to our CRM.

New Nested Folders for Workflows

We are very excited to bring you our latest product enhancement - the new nested folders for workflows. With this latest enhancement, users now have the ability to organize their workflows much more efficiently through the creation of hierarchy folders.

New Feature Update Delete Payment Links Directly from Dashboard

New Feature Update: Delete Payment Links Directly from Dashboard To provide you with more control and better management, we've added a new feature to our system allowing you to delete payment links directly from your dashboard. In addition to an organized workflow, this feature also includes generating audit logs for all deleted payment links, improving your ability to keep track and providing ...

Update For Contacts & Opportunities

New Product Update - Separate Owners Feature for Contacts & Opportunities As part of our commitment to granting our users maximum control over their customer relationship management (CRM) systems, we're pleased to announce a new feature that now allows you to set different owners for contacts and their associated opportunities. Unveiling a higher level of organization and delegation complexity,...

Enhancing Your Client Portal with Domain Connect

In pursuit of this, we're releasing a new feature that’s set to supercharge your end-user experience – Domain Connect. The Power of Domain Connect Integration In providing a secure, user-friendly space for you to add or migrate domains, Domain Connect integration serves to enhance the functionality of our Client Portal to new heights.

Enhancements in Reply Management

Within your campaign getting ready to roll out, choose your campaign and click “Send” or “Schedule.” Now, if you want to set a different "reply-to" address and not use the sender’s email or your global reply-to, simply select “Set a custom reply-to address for this campaign.” You can then input the desired "reply-to" email address for this specific campaign.

Enhance Your Notifications

Our commitment to providing the best tools and features to streamline your marketing needs continues with this product update. We’ve added a new feature that increases the flexibility and customization of your email notifications within the Documents and Contracts module.

Updated Product: Flexible Invoices with Negative Priced Items

What's New in Invoicing Our latest product update now allows you to create products within the invoicing interface that bear negative prices. Why this Matters This update offers two primary benefits: Greater Flexibility: Users now have more leeway when creating invoices, allowing for customization and innovation.

Include Setup Fees in Commission Calculations for Affiliates

We are thrilled to announce that now you can include setup fees in commission calculations for Affiliate Manager campaigns in your account. This new update bolsters our commitment to delivering superior control and flexibility for your campaigns.

Introducing Custom Code: Acquire More Power and Control

If yes, we are thrilled to introduce a new feature - Custom Code. This premium tool takes the power of automation to another level, as it allows users to create custom logic not currently available in our existing ecosystem.

New Feature Update Now Set a Signing Order for Documents & Contracts

New Feature Update: Now Set a Signing Order for Documents & Contracts We are pleased to announce the implementation of a new Signing Order feature for your documents and contracts. Key Updates: What's New in Your Document and Contract Management.

New Product Update- Create Workflow Flow Optimization

New Product Update - Create Workflow Flow Optimization What's New in Workflow Creation. When you click the "Create Workflow" button now, you will see two choices in a dropdown: Choose from a Recipe: If you're looking for a ready-made workflow template, built from our years of experience in understanding effective lead conversion strategies, then this is the option for you.

Enhanced Workflow Visibility & Control | SMBcrm

To this end, we have made adjustments that now allow you to decide the number of workflows you wish to view on the landing page.

Introducing the End IVR Call Feature for Improved User Experience

Introducing the End IVR Call Feature for Improved User Experience We're thrilled to announce a new update: the End IVR (Interactive Voice Response) call feature. This new feature gives workflow owners the ability to terminate an IVR call from their end, streamlining the communication process and enhancing the user's experience.

Introducing Ultimate GPT 4 Turbo for Automations

With these new features, our users will have access to the transformative power of the latest generative pre-trained model, GPT 4 Turbo, all within your existing workflows and at no additional cost to you. Choose Your Model As part of this new rollout, you can now select from a range of models.

Seamless Task & Note Management in Conversations

Enjoy Enhanced Productivity with Seamless Task and Note Management in Conversations Module Great news for our valuable SMBcrm users. Here's an improved feature for enhanced productivity and smoother workflow.

Introducing Payment Recording via Mobile Platform

Now, account administrators and users can directly arrange for invoice payments via the mobile platform, provided they have certain permissions enabled from their settings. You can issue payments using Cards (new or saved), manual entry (such as cash, cards, bank transfer, cheque, and others), along with the tap to pay feature, which is available for devices with NFC support.

Introducing New Payment Methods for Mobile Point of Sale

We're excited to bring you our newest feature, expanding our mobile point-of-sale capabilities. Now, you can accept diverse payment methods on all your mobile devices.

Introducing Enhanced Mobile Support: Conversation AI Now Available

Enhanced Mobile Support now Features Conversation AI We're excited to bring you a key update that significantly enhances the capabilities of your mobile experience. With this innovative feature, you'll receive AI-based suggestions for your new messages across various supported channels.

New in SMBcrm: Audit Logs for Calendar Settings

New in SMBcrm: Audit Logs for Calendar Settings We're excited to roll out the Audit Logs for Calendar Settings feature. This powerful tool allows our valued customers to easily track all modifications made to their calendars.

Streamlined Payouts: Add PayPal Directly to Affiliate Profiles

Streamlined Payouts: Add PayPal Directly to Affiliate Profiles We're excited to announce that both administrators and affiliates can now seamlessly integrate PayPal as a payout method directly in affiliate profiles. This update aims to simplify the payout process and fully integrate with the Auto Payouts via PayPal feature, offering an enhanced user experience and streamlined operations.

Introducing Automated Affiliate Payouts with PayPal.

Introducing Automated Affiliate Payouts with PayPal We're excited to announce a new feature enhancement - Automated Affiliate Payouts using PayPal. This game changer allows you to pay your affiliates within SMBcrm without having to navigate third-party payment platforms.

May 2024

Exciting Update Media Templates Now Supported on WhatsApp

Exciting Update: Media Templates Now Supported on WhatsApp We are incredibly excited about the latest feature rollout in our suite of offerings. Accomplishing effective marketing campaigns has never been as interactive, handy, and engaging as it is now.

Improved Appointment Management in Conversations Module

We heard your feedback and have now updated this feature to provide more flexibility. The "View Appointment" option is now available for cancelled appointments.

Introducing the New "Rename Workflow" Feature for SMBcrm

We've just introduced a feature update that does exactly that. You can now rename your workflows directly from the landing page.

This upgrade features an enhanced calendar view that allows the visualization of recurring post queues. You can now get a full snapshot of your scheduled content right from the calendar.

New Product Update: Send Quotes with Optional Items to Your Signers

You, as a Document Creator, can now add optional items to your Product List. Plus, with the new editable quantity feature, you can set minimum and maximum quantity limits to give your client the flexibility they need when selecting services or products.

Enhanced Support for Apple Pay & Google Pay on Branded Domain Names

Enhanced Support for Apple Pay & Google Pay on Branded Domain Names Exciting news for those using Apple Pay and Google Pay with our CRM platform - our recent release has seen a major enhancement to this feature. Now these payment options will seamlessly integrate with your branded domain names at the account level when utilizing Invoice, Text2Pay, and Payment Link functionalities.

Exciting Update Enhanced User Engagement Experience & Data Security

New Features Now Enabled: Push Notifications You can now enjoy push notifications for all existing in-app notifications. This feature has been rolled out for Android, Windows, Linux, and MacOS devices via browser, making you stay connected further with your SMBcrm activities more than ever before.

New and Improved Chat Widget w/ WhatsApp Chat Option We are thrilled to bring you an exciting new update to our website's Chat Widget. Now with the option to chat via WhatsApp, communicating with your customers has never been easier.

Enhanced Customization with Google Fonts Integration

Now, you have more freedom to customize your email designs with the introduction of Google Fonts in our Email Builder feature. But now, we've expanded the possibilities to let your creativity soar and truly resonate with your audience.

Exciting Update: Improved Partial Order Fulfillment Options

We're pleased to announce that store owners now have the ability to manually partially fulfill their orders directly on our platform. We've added an option to notify your customers with their shipment details via email, keeping them updated about their deliveries.

Introducing Call Transcriptions for Enhanced Communication Records

Introducing Call Transcriptions for Enhanced Communication Records We are thrilled to announce our new feature, Call Transcriptions. Automatic Transcriptions: All your outbound and inbound recorded calls now come with auto-generated transcriptions, freeing you from the hassle of manual record-keeping.

Exciting Update: Revamped Affiliate Manager Dashboard

We're excited to share the latest improvement in our platform – the revamped Dashboard for Affiliate Manager incorporated with powerful features to simplify and enhance your overall affiliate management process. New Core Metrics Our Dashboard now arrives with core metrics such as Total Revenue, Total Customers, and Conversion Percentage.

Improved User Experience in Conversations

Automatic Link Formatting: You'll now have a seamless internet browsing experience. All links and URLs added to emails will now be automatically formatted and displayed as clickable links.

Exciting Workflow Feature Update Certificates in Workflows

Exciting Workflow Feature Update: Certificates in Workflows Great news for our clients who favor certifications as part of their customer engagement strategies. We're delighted to announce that we now support certificates triggers and actions directly within our workflows.

New Feature Alert Mobile App v3.72.3

New Feature Alert: Mobile App v3.72.3 We're excited to introduce a number of new features and improvements in our latest update to the Lead Connector Mobile App. What's New in this Release.

Enhanced Payment Processing Control

SMBcrm is proud to announce a new feature that expands the control of your payment methods. This feature is designed to provide your account with the flexibility it needs to tailor payment processes to your unique requirements and customers.

Enhanced Multi-Select Functionality in SMBcrm Platform

With this new release, you'll now have the ability to select multiple options in Forms, Surveys, Contains Phrase, and Exact Match fields. New Feature Overview This new feature is designed to enhance user experience when creating triggers.

Exciting Update - New BNPL Payment Options for Invoices

Exciting Update: New BNPL Payment Options for Invoices Always striving to boost the ease and accessibility of transaction management for our users, we are now empowering your invoicing system with the addition of Buy Now, Pay Later (BNPL) payment methods, namely Klarna, Affirm, and Afterpay/Clearpay. Harness the Power of BNPL Payment Options These new payment methods will be integrated automati...

Exciting Enhancements to Invoices On Your SMBcrm Account

Say Hello to Improved Product Description Imports Now, adding product descriptions to your invoices and editing them before going live within the invoice is a breeze. Instead, we have now introduced an invoice name text box on the Send Invoice popup.

New Features To Facilitate Your Google Sheets Actions In Workflow

New Features To Facilitate Your Google Sheets Actions In Workflow We are delighted to introduce a new action type to the Google Sheets functionality within your Workflows. This enhancement enables the lookup of multiple rows in Google Sheets, optimizing your data management tasks even further.

Enhanced Forms and Surveys Workflow

Convenient New Edit Option for Forms and Surveys We've introduced a new 'Edit' option directly within the funnel builder, which allows you to readily modify the details of your forms and surveys as you're working on your funnel. Now, you can open either the form or survey builder straight from the funnel builder and see your changes update in real time.

This new interface delivers enhanced usability and increased efficiency. Our new layout brings the added convenience of reducing scrolling— facilitating ease in identifying expired socials and making new connections.

Introducing Search Bar in E-commerce Stores for Better User Experience

Introducing Search Bar Element in E-commerce Stores for Enhanced User Experience We are thrilled to upgrade your online eCommerce experience with the introduction of a new search bar element. Store owners can now take advantage of adding the search bar in two different ways; directly within the Navigation menu or as a dedicated element on the website.

New Appointment Webhooks for Real-Time Updates

New Appointment Webhooks for Real-Time Updates We're proud to reveal the latest feature for our developer community - calendar webhooks. What's New with the Webhooks.

Media Attachment in Value Picker

Breaking News: Media Attachment now available in Custom Value Picker We are excited to announce an upgrade to our Custom Value Picker functionality. In a bid to make SMBcrm a more user-friendly interface, we have now made it possible to use Message Attachments from the Custom Value Picker.

Revamped Lesson Details Page and Improved Revenue Analytics

New and Improved Lesson Details Page Our newly redesigned Lesson Details Page is your ultimate resource guide for your learning journey. Several features have been added and enhanced to ensure you get a more comprehensive and enjoyable learning experience.

Exciting New Release: Kollab now available on iOS App Store

Taking Customer Engagement to New Heights with Kollab We are thrilled to announce that Kollab, a dynamic client portal experience, is now available in the iOS App Store. Now, managing your client portfolios has never been simpler.

Enhanced Domain Management Flow for WordPress Hosting Services

Once these records are successfully added, you can proceed to the final step.

Kollab for Android Users

Introducing Kollab for Android Users We are thrilled to announce that Kollab is now available on the Android Play Store. Experience a whole new level of client portal interaction and make your workflows smoother and faster.

Unveiling Messaging Analytics for LC Phone Customers

Unveiling Messaging Analytics for LC Phone Customers We're thrilled to launch our Messaging Analytics for LC phone customers, now readily available under your Phone Number page. This feature offers the means to gain valuable insights and effectively keep track of your SMS campaigns.

Manage Transactions Across Multiple Providers

Exciting New Feature — Seamless Transactions With Any Connected Payment Provider Here at SMBcrm, your convenience is our top priority. This means that if you are using multiple payment providers or are in the process of migrating to new payment providers, you can still charge your old customers effortlessly, while establishing a default one for new one-time purchases or subscriptions.

Improved UX: Form/Survey Builder, List Page

Now, implementing and organizing your surveys and forms is smoother and more intuitive than ever before. Improved User Interface We've eliminated the flicker between old and new default styles when opening the Form/Survey Builder.

Product Descriptions in Documents/Contracts

Key Feature Addition: Descriptions for Products in Documents and Contracts At SMBcrm, we're always on the lookout for ways to enhance your user experience and productivity. In line with this, we have a new feature update aimed at simplifying and enhancing your negotiation and contract detailing processes.

Live Chat Enhancements for Seamless Interaction

New Feature Alert: Live Chat Enhancements Delivering Improved Customer Interaction Analysis We're thrilled to announce an update that will significantly improve your customer interaction analysis with the introduction of automatic contact merging in our live chat features. When a visitor engages through live chat and provides a phone number or email that matches an existing contact in your syst...

Custom Modals, Enhanced Alerts for Builder

Custom Modals for Alerts From now on, instead of encountering regular browser alerts, you will be greeted with our polished custom modals. This new feature, like any other improvement we make, was introduced with the objective of simplifying the website and funnel building process for you.

Streamlined State Selection From now onwards, our E-commerce stores and order forms will feature a dropdown for the 'State/Province' field. This update not only helps to improve your current experience but also paves the way for exciting upcoming features.

New Restore Calendar Functionality

Latest Product Update: Empowering You With a New Restore Calendar Functionality Good news. We've listened to your feedback and we're excited to announce the implementation of a new feature that addresses one of our users' most frequent requests - the ability to effortlessly restore specific calendars and their associated appointments directly within our application.

Seamless Tag Renaming Now Available in SMBcrm

New Product Update - Resolved - Rename Tag Issues in Workflow We're excited to announce a new update designed to enhance your workflow experience in SMBcrm. What's New With this update, renaming tags from the "Tags" section will now seamlessly update the tag in workflows without triggering any associated workflows for tag changes.

Search Bar Enhancements Now Live

New Product Update: Search Bar Enhancements We're excited to announce significant updates to our Search Bar feature, designed to make your experience smoother and more intuitive. Enhanced Search Capabilities The updated Search Bar now includes enhanced search capabilities, allowing you to find actions and triggers more efficiently.

Enhanced Mini Map Features Now Available in Workflow Builder

New Product Update - Mini Map Enhancements The mini map is an essential component of the Workflow Builder, providing users with an overview of their entire workflow. Zoom Support Now, users can zoom in and out directly within the mini-map, providing greater control and visibility of their workflow elements.

Enhanced User Experience in Conversations

Users can now choose between opening contact details in a new tab or the same tab based on personal preference, enhancing workflow efficiency. Open in New Tab: Click on the "Open in new tab" icon beside the contact name.

Font Customization for Funnels & Websites

New Product Update - Font Weight in Funnels and Websites Key Features & Benefits Enhanced Customization: Users now have the flexibility to select the font weight for any given component within their website or funnel. Wide Range Compatibility: The font-weight option is available across a broad range of components, including text components, buttons, category navigation, FAQs, countdown componen...

The pages now switch 80% faster as the entire app no longer reloads. Improved Version Restore Process Restoring a previous version of your page is now more efficient.

Pause Recurring Emails/SMS for Contacts

Exciting New Feature: Pause or Stop Recurring Emails and SMS for Individual Contacts We are thrilled to announce a valuable new update to our platform, specifically designed to enhance your control over recurring email and SMS review requests. Say hello to our newest feature that allows you to pause and restart SMS and email review requests for individual contacts seamlessly.

New Bulk Contact Import Disclaimer

New Product Update - Bulk Contact Import Disclaimer What’s New: Users will now see a disclaimer checkbox in the footer section during the bulk import of contacts. This disclaimer must be acknowledged before completing the import process.

New Update: Ban and Report Features for Communities Plus Bug Fixes

New Product Update - Ban and Report Content Feature for Communities and Bug Fixes We are thrilled to announce the latest updates to our community features, designed to enhance user experience and streamline community management for admins and owners. New Features: Ban Members Admins and Owners can now ban members from groups easily.

Clickable Hyperlinks in Forms and Surveys

New Product Update - Enhanced Form and Survey Flexibility: Hyperlinks in Your Text Fields We are thrilled to announce a powerful new feature to boost the flexibility and interactivity of your forms and surveys: clickable hyperlinks within text fields. Improved Engagement: Create more interactive and dynamic experiences, encouraging active participation.

Introducing Printful Integration for Ecommerce Stores

New Product Update - Printful Integration for Ecommerce Stores We are excited to announce our latest feature enhancement: the integration of Printful for Ecommerce stores. Integrating your Ecommerce store with Printful allows for seamless operations, ensuring that any updates to products—whether creation, deletion, or fulfillment—are synced live with your store.

Enhanced Affiliate Portal for Tracking

Updated UI: Affiliates will enjoy a sleek card view of all campaigns, presenting a more intuitive and user-friendly experience. Important Metrics: An eagle-eye view of key metrics such as Leads, Customers, and Commissions enables affiliates to monitor performance and identify areas for improvement immediately.

Opportunities List View via Labs

New Product Update - Opportunities List View We're excited to announce a significant enhancement to our platform: the introduction of the List View for Opportunities, now available via Labs. The new tabular View transforms how you can interact with your opportunities by providing a detailed, streamlined, and customizable view.

Voicemail Messages Webhook Support

New Product Update - Webhook Support for Voicemail Messages We are excited to announce our latest product update: Webhook Support for Voicemail Messages. Real-time Voicemail Notifications Our developer webhooks will now begin receiving two new types of events for voicemail messages: InboundMessage and OutboundMessage.

Enhanced Terms and Conditions for Forms and Surveys in SMBcrm

New Product Update - Updates in Terms and Conditions in Forms/Surveys We're excited to announce a new update that enhances how you manage terms and conditions for forms and surveys within SMBcrm. Updated Terms and Conditions The default terms and conditions have been updated for phone elements added to your forms or surveys.

HydrationDone Event for Funnel Customization

New Update: Custom Event Dispatch for Code Execution in Funnels We are excited to introduce a new feature: the hydrationDone event in our funnel and website builder preview. Now users can add an event listener to the hydrationDone event and ensure their subsequent code runs post-hydration.

Introducing External Call Logging to CRM

New Product Update - Ability to Log External Calls to CRM What's New. We are excited to introduce a new feature that enables you to log external calls directly to the CRM using the Inbound Message API.

Enabling In-app Calling for IVR Calls

New Product Update: Enabling In-app Calling for IVR Calls Enhancing Your IVR Call Management We're excited to introduce a valuable enhancement that allows you to redirect IVR calls directly to our web app and mobile app, an option that was previously not available. Our latest update addresses this issue by providing workflow owners with the ability to route inbound IVR calls to either phone num...

Lost Reason Filter for Opportunity Widgets

New Widget: The Lost Opportunities by Reason widget now includes a breakdown of opportunities based on the reasons they were lost. New Filter: We’ve added a lost reason filter to widget conditions for more precise analysis.

Elevate Your Blog with Our New Blog Builder

New Product Update: Elevate Your Blog Experience with the New Blog Builder We're thrilled to announce some impressive updates that are set to elevate your blogging experience. Key Features URL Simplification We've streamlined the blog URLs by removing unnecessary elements, making them shorter and easier to remember.

Edit Email Templates for Invoices

New Product Update - Invoices: Preview & Edit Email Templates for All Notifications Exciting New Feature: Preview & Edit Email Templates for Invoice Notifications We are excited to introduce a new feature within the Invoices Module that allows business users to preview and edit email templates for all invoice notifications. Key Features: Preview & Edit Templates: Business users can now effortle...

Introducing Support for Zero Amount Invoices

Support for Zero Amount Invoices We are excited to introduce a new feature for our customers: the ability to generate zero amount invoices. With the latest update, you can now generate invoices with a net payable amount of $0.

Enhance Signature Authenticity and Validation in Forms and Surveys

New Product Update - Enhancing Signature Authenticity and Validation for Forms and Surveys What’s New. Our latest update introduces crucial enhancements aimed at improving the authenticity and validation of signatures in form and survey submissions.

New Product Update: Review Post Upgrade - Add Caption to the Review Post We’re super excited to share a new update to the Social Planner feature on SMBcrm. To make the most of this new feature, here is a step-by-step guide on using the Review Post with caption support: Navigate to Social Planner: Go to Marketing > Social Planner.

New Sites Analytics Dashboard for Funnels

New Product Update - Introducing New Funnels and Websites Analytics Dashboard We are thrilled to announce the launch of our new Sites Analytics dashboard, empowering you with actionable insights into website and funnel performance. Key Features Comprehensive Funnel and Website Analytics Gain a holistic view of performance by tracking analytics for all your funnels and websites in a single, unif...

Latest Enhancements to Email Builder

New Product Update - Latest Updates to the Email Builder We are excited to announce some impressive updates to our email builder. These enhancements are designed to provide an improved user experience and streamline the process of creating symmetrical and visually appealing designs.

Email Action Enhancements for Professionalism

New Product Update - Email Action Enhancements We're excited to introduce the latest enhancements to our email action functionalities, designed to streamline your email marketing efforts and enhance user experience. This upgrade ensures that you can navigate and utilize email features with greater ease and efficiency.

Streamlined Analysis with Enhanced Stats

Stats View Changes We're excited to announce a new enhancement to our stats view feature aimed at providing you with a more streamlined and focused experience. Below are the details of the changes: Stat Availability in the Builder From now on, in the builder, stats will be available for only 30 days.

Improved Error Handling for Deleted Workflows

New Product Update - Error Handling in Deleted Workflows We're excited to bring you a new update that enhances the error handling process for deleted workflows. Improved User Experience In the past, attempting to access a workflow via a direct URL only to find that it had been deleted could be a confusing experience.

Themes and Customizations: Light & Dark Mode

Community Updates: New Features Themes and Customizations with Light & Dark Mode We are excited to announce the launch of the new Themes feature, allowing you to personalize your group’s interface. This feature also includes the ability to switch between light and dark modes for a more comfortable user experience.

CSV Import for Opportunities

New Product Update - Importing Opportunities. We are thrilled to introduce a powerful new feature to streamline your sales process: CSV File Importing for Opportunities.

WhatsApp Delivery Status and Enhancements

New Product Update - WhatsApp Delivery Status and Other Releases We are thrilled to announce the addition of WhatsApp delivery status support in workflows. This new feature allows you to enhance your communication strategies by incorporating conditional logic based on the delivery status of WhatsApp messages.

Facebook Tracking Events with Pixel API

New Product Update - Facebook Tracking Events Integration using Pixel and Conversion API (CAPI) Seamlessly send tracking events data to Facebook using the Facebook Pixel and Conversion API. Key Features Facebook Pixel Integration: Easily send event data to Facebook by submitting your Pixel ID.

New Product Update - Social Planner: No More Reconnecting Social Accounts for Facebook and Instagram. The improved integration allows you to maintain your Facebook and Instagram tokens without the need to reconnect your accounts frequently.

Introducing the Revamped Tax UI for Invoices

New Product Update - Invoices: Revamped Tax UI We're excited to share the latest updates to our invoice system, aimed at improving your user experience and enhancing clarity. Comprehensive Tax Column New Tax Column: We've moved away from displaying taxes in-line for each item, which often resulted in a cluttered UI.

Custom Dashboards: Titles, Textboxes, Images

New Product Update - Account Dashboards: Elements - Titles, Textboxes, and Images We are thrilled to announce the introduction of three new elements to enhance your custom dashboards: Titles, Textboxes, and Images. These new features will help you create more organized, informative, and visually appealing dashboards.

Invoices Now Offer Payment Plans

New Product Update: Invoices - Payment Plans Are Now Live. We are excited to announce a new capability to add payment plans to invoices.

Introducing the Sort and Filter Feature for E-commerce Stores

New Product Update - Sort and Filter Feature in E-commerce Stores To enhance the shopping experience and ease product discoverability, we are excited to introduce the new Sort and Filter feature for your e-commerce stores. Now, as a store owner, you can offer a more organized and user-friendly product list page to your buyers.

Skip Action for Efficient AI Workflows

New Product Update: Skip Action Option in Conversation AI Workflow Streamlining Conversations with Intelligent Skips We're excited to announce a new addition to our Conversation AI workflow action that makes interactions even more efficient. The new "Skip Action" feature ensures that repeated questions are a thing of the past.

Live Custom Value Rendering for PDFs

New Product Update - Documents and Contracts: Enabled Live Custom Value Rendering for Better Final PDFs and Element Placement Overview Creating accurate and professional documents just got easier with our latest update. Automatic Custom Variable Population in Document Builder: Now, when you type a custom variable in the format {{custom_variable}}, it will automatically populate with the corresp...

Calendar Integration, UI/UX Enhancements

New Product Update - Calendar Integration - UI/UX Enhancements With our redesigned UI, you can now seamlessly connect your user-level integrations, such as third-party calendars and video conferencing apps, as well as account-level integrations like Google Organic Booking and Local Services Ads, with ease and convenience. Improved user journey with essential illustrations and tooltips.

June 2024

Enhanced Kajabi Course Features and Bug Fixes

Now, you have the flexibility to use any email address for creating contacts. New Consent Form for Course Imports To ensure compliance with intellectual property laws, we’ve introduced a consent form for the course import process.

Checkboxes in Documents for Grouping

New Product Update - Documents and Contracts: Checkboxes are Now Live. Overview We are thrilled to introduce the Checkboxes feature in Documents and Contracts with enhanced grouping capabilities.

Granular User Permissions Now Available for Accounts

New Product Update - Granular User Permissions for Account Users We are proud to announce the launch of a granular user permission structure, which is a significant advancement from our existing permissions module. This feature is now available in Labs.

UK E-KYC and Enhancement Features

New Product Update: UK Number E-KYC and Other Enhancements E-KYC Changes for UK Phone Numbers As part of new regulatory requirements, the Know Your Customer (KYC) process will be mandatory for purchasing UK-based phone numbers. Here's what you need to know: Creating a Regulatory Bundle: Navigate to Settings > Phone Numbers > Regulatory Bundle/Address > Create to create a regulatory bundle.

New Routing & Forwarding for Incoming Calls

New Product Update - Routing and Forwarding Options for Incoming Calls We are excited to introduce new routing and forwarding options for handling incoming calls. Here’s what’s new: Forward IVR Inbound Calls to Web or Mobile App You can now answer incoming IVR calls on the Web or Mobile application.

New Features for Enhanced Call Management

New Product Update - Incoming Call Priority Forward Calls to Business Phone Number We are excited to announce a significant upgrade to our call management system. You now have the ability to forward incoming calls to your business phone number.

Razorpay Integration for Enhanced Payments

New Product Update - Razorpay Integration is Now Live Enhanced Payment Processing with Razorpay We're excited to announce the integration of a popular payment provider in India, Razorpay, into our platform. This enhancement enables business users to process payments efficiently via Razorpay, delivering greater flexibility and convenience.

Prebuilt Elements for Enhanced Web Design

New Product Update - Prebuilt Elements in Builder We are excited to announce the release of powerful new design tools on the left sidebar of our builder interface - Prebuilt Elements. Here's what's now available: Prebuilt Elements 1.

Enhancements and Fixes for SMBcrm Courses

New Product Update - Courses: Enhancements and Fixes We're thrilled to announce the latest enhancements and fixes for the Courses feature on SMBcrm. Let's dive into what's new.

Advanced Blogging: Templates & More

New Product Update – Blogs: Section Templates, Global Sections, Buttons & More We are excited to announce new updates to our blogging capabilities that will enhance the functionality and design flexibility for your blog. Below are the newly introduced features and improvements that are now available: What's New.

Introducing Split Payment Features for Better User Experience

New Update: Split Payment Element into Sell Products & Collect Amount We’re excited to announce a significant update aimed at enhancing your experience with our platform's payment features. This update is designed to bring you improved functionality and a smoother user experience.

Automated Email Validation for Deliverability

We are excited to announce a new update aimed at reducing bounce rates for newly created accounts with low deliverability levels. This new feature will automate email validation for new accounts with an import deliverability level below 90% within the first 30 days.

Service Calendar Enhancements

New Product Update - Service Calendar Enhancements With this release, users can now add custom service intervals and service durations. Now, users can set any interval or duration they need, such as 20 minutes, 99 minutes, or 12 hours.

Enhanced Conversation UI for WhatsApp

Enhanced Conversation UI for WhatsApp We are thrilled to introduce our latest enhancement for WhatsApp: a new conversation UI designed to offer a more consistent and intuitive user experience. What's New Simplified Payment Requests Now you can request payments directly through WhatsApp, making it easier for your customers to pay and streamlining your transactions.

SEO Integration for Product Listings

New Product Update - SEO for Products & Site Preferences About: We are excited to announce a new feature that allows store owners to add SEO information to their products. You can now integrate SEO information directly from the Payments -> Products (Product Create/Edit Page) section.

Enhanced Handling of Zero Amount Invoices

Exciting New Product Update: Enhanced Handling of Zero Amount Invoices We are thrilled to announce a significant enhancement to our invoicing system, specifically tailored to improve your experience with zero amount invoices. However, acknowledging the feedback from our users, we have reopened this capability.

Personalized Payment Links for Transactions

New Product Update - Introducing Capability to Copy & Send Personalized Payment Links What’s New. We are excited to announce a new feature that allows business users to efficiently manage personalized payment-links.

Prevent Duplicate Pipeline Names for Accuracy

New Product Update - Unique Pipeline and Stage Names To improve data accuracy and streamline processes, we are introducing a new feature that prevents the creation or addition of pipelines or stages with identical names.

Introducing Revamped Contact Restore App

New Product Update – Revamped Contact Restore App What's New. We're excited to introduce a newly revamped Contact Restore module within our CRM frontend.

Default Allow Re-Entry Setting Now On for New Workflows

New Product Update - Allow Re-Entry Default Setting Changes Based on extensive data analysis, we've identified that the majority of our users prefer to have the "Allow Re-Entry" setting turned on for their workflows. Key Changes to Default Settings Previous Default: When creating a new workflow, the "Allow Re-Entry" setting was turned "Off" by default.

Latest Workflow Fixes Enhance Productivity

Latest Product Update: Workflows - Fixes We're excited to announce a couple of new fixes to our workflows feature. From now on, when you click to add a comment, the cursor will automatically focus on the text editor.

Enhance Your Community with New Themes and Improved Features

New Product Update - Communities - Updates Hey there. Announcements New Themes: The Themes feature is now out of labs and is automatically applied to all community groups.

Introducing Manual Sales and Commissions for Account Affiliate Manager

New Product Update – Account Affiliate Manager: Manual Sales and Commissions We are thrilled to introduce our latest feature: Manual Sales and Commissions. This new functionality empowers you by allowing manual additions of sales for affiliates, ensuring flexible tracking and crediting of sales that might not be captured automatically.

Restore Deleted Workflows Feature Now Available

New Product Update - Restore Deleted Workflows We are thrilled to announce a new feature that will enhance your workflow management: the ability to restore deleted workflows. What is this feature.

Introducing the Business Card Scanner Mobile App Update

New Product Update: Business Card Scanner - Mobile App We're thrilled to announce our latest update to our Mobile Apps: the Business Card Scanner. Account admins and users can now scan a business card to create a new contact.

New Invoice Feature Supports Combined Setup and Recurring Fees

New Product Update - Invoices: We Now Support Setup Fee in Recurring Invoices Overview We're excited to announce a significant enhancement to our invoicing system. You can now include an initial setup fee alongside a monthly recurring charge in a single invoice.

Edit Email Snippets in Mobile App Now Available

New Product Update - Edit Email Snippets - Mobile App We're thrilled to announce our latest update to our Mobile Apps - The ability to edit email templates. Primary admins and users will now be able to edit email templates before sending them out.

Introducing Service Calendars in Our Mobile App

New Product Update - Service Calendars - Mobile App We're thrilled to announce our latest update to our Mobile Apps - The introduction of Service Calendars. Admins and users will now be able to access all their service appointments inside the calendar section as well as create new service appointments with any of their contacts.

Easily Schedule Multiple Invoice Reminders from Settings

You can now increase your payment conversions on invoices by setting payment reminders for your customers directly from the settings. Go to Settings within Invoices Click on Reminder Settings Configure Details for Each Reminder: Reminder Name Reminder Template for Email and SMS: Use existing or edit and create new templates on the go.

Mobile App v3.74 Release Exciting Updates and Fixes

Version 3.74.2 will be available across all iOS and Android app variations. 🚀 What's New Updated Notification Badge Logic The badge count now accurately reflects the number of unread notifications, not just unread conversations.

Streamlined Shopify Integration Management Now Available

Our Solution To address this issue, we have introduced a new feature that makes it easier to manage your Shopify integrations. Now, when you enter your Access Token and Shopify store name, the system will check if the store is already integrated with a different account.

State/Province-Based Shipping Rates for Ecommerce Stores Introduced

With our new feature, you can now define shipping and delivery charges more efficiently and accurately for selected states or provinces. Key Features Differential Pricing: Create different shipping rates for multiple shipping zones based on states or provinces.

Announcing Fixed Coupon Support for Sub Account Affiliate Manager

Sub Account Affiliate Manager: Fixed Coupon Support What’s New. Users can now create coupon codes for affiliates, choosing between Percentage-based or the newly added Fixed coupon codes.

Introducing Multiple Contacts per Opportunity

Introducing Multiple Contacts per Opportunity We're thrilled to announce a new feature that enhances your ability to manage relationships more effectively. Our latest update allows you to add multiple contacts to a single opportunity, providing greater flexibility and organization for your business.

Introducing Today's Date in Date Field & Signer Name Toggle

The latest update introduces two new features that bring significant improvements to the date and signer name field elements. Today's Date in Date Field Element: You can now add today's date directly to the date field element.

Tap to Pay on iOS Expands to Canada Italy Netherlands and France

Tap to Pay Now Available for iOS Users in Canada, Italy, Netherlands, and France. You can now accept contactless payments directly on your iPhone (iPhone XS / iPhone XR and above).

Introducing New Block Editor for Funnels and Website Builder

Introducing New Block Editor for Funnels and Website Builder We are excited to unveil our enhanced Block Editor for the Funnels and Website Builder. This update brings significant improvements to the user experience, making it easier than ever to customize your websites and funnels with new features and refined functionalities.

Introducing New Templates to Elevate Your Marketing Efforts

Introducing New Templates We are thrilled to announce our new web templates, designed to elevate your marketing efforts. List of New Templates 🚀 3 New Website Templates Published 🚀 Health & Wellness: 1 Insurance: 1 🆕 eCommerce 🆕 Health & Wellness: 1 🚀 1 New Funnel Template Published 🚀 Creative: 1 🚀 1 New Email Template Published 🚀 Home Services: 1 🚀 1 New Form Template Published 🚀 Home Services...

Introducing Custom Code Console for Enhanced Debugging

Custom Code - Console We’re excited to announce a new feature enhancement to our platform: Custom Code - Console. Our platform now includes enhanced console support for user-provided code execution.

Improved QuickBooks Integration for Non-US Invoices

Invoices: Improved QuickBooks Integration for Non-US Countries Exciting news for our international users. Here's everything you need to know about this latest enhancement.

Enhanced Group Deletion Options in Calendar Management

This update now offers users the option to: Retain all calendars and their appointments while only deleting the group. How to Use the New Feature Here's a step-by-step guide to utilizing this new group deletion feature: Navigate to Calendar Settings Start by going to your Calendar Settings and selecting Calendars.

Introducing the New Wrap Text Tool for Send Email Action

We are excited to introduce a new feature in the Send Email action of our workflow builder: the text-wrap tool. This new addition is designed to enhance the email formatting experience for our users.

Introducing Sub Account Dashboard Enhancements

Title Element Default Background: Title elements now have a white background by default instead of a transparent background. Image Fit Default Setting: The default image fit setting is now "Contain," ensuring your images are displayed just right.

Introducing Attribution and UTM Parameters to Contact Widgets

Attribution Property: Filter contacts based on First or Last attribution with our new Attribution property in contact widget conditions. Group by/View By: Now you can create donut and line graphs using these new properties: Session Source and Medium.

Add Location Tagging to Social Posts We're thrilled to unveil a brand-new feature: the ability to tag locations in your social media posts. Create a New Post: Click on Create New Post.

Introducing Click Performance Metrics for Email Campaigns

Click Tracking Now in Email Campaigns. We're excited to introduce our latest feature: Click Performance Metrics.

Calendar Widget Reorder Our latest update brings increased flexibility to your booking flow with the new Calendar Widget Reorder feature. Now, businesses can tailor the booking experience to collect lead information efficiently, even if an appointment isn't scheduled or if payment processing fails.

Timezone Abbreviations for Clarity in Appointments

Timezone Abbreviations for Appointments Enhanced Clarity with Timezone Abbreviations We are excited to introduce a new feature that adds timezone abbreviations for appointment start and end times. Our system includes two timezone settings: the user's timezone and the business's timezone.

Introducing New Form Builder Layouts and Settings

Exciting New Form Builder Options Now Available 🚀 We've introduced single forms and new layout options in our form builder to give you greater flexibility and control over your form designs. What's New Single Column Layout This is the classic layout where all fields are arranged vertically, one below the other.

Enhanced Math Operations with Custom Value Picker

Math Operation Supports Custom Value Picker Our latest update brings an enhancement to the Math Operation feature, providing more flexibility and automation for your business processes. With this new capability, handling numeric fields and values becomes even more seamless.

Custom Terms and Conditions Now Available for Payment Links

Payment Links: Now Add Custom Terms and Conditions Enhanced Customization for Payment Links We're excited to announce a valuable enhancement to our payment link feature: You can now add custom terms and conditions below the Pay Button for Payment Links. Previously, this text was stagnant, but with our new update, you can fully customize it to better suit your business needs.

Announcing: @Mention or Tag Profiles in Social Planner We're excited to introduce a new feature in our Social Planner: @Mentions and Tagging. Our Social Planner now allows users to add @Mentions in their posts.

Quick Resubscribe Link in Unsubscribe Success Message

Now, if a user unsubscribes by mistake, they can easily opt back in by clicking the resubscribe link.

Invoices & Payment Links: Enhanced State Dropdown View What's New. We are excited to introduce a new dropdown feature for state input within Invoices and Payment Links.

Introducing SMS Segment Count and Cost Estimation for Conversations

Conversations: SMS Segment Count and Cost Estimation 💬 Enhance Your SMS Communication with Segment Count and Cost Estimation We've rolled out an exciting new improvement in our Conversations tool that will make your SMS communication process more efficient and cost-effective. This feature aims to provide you with a clear understanding of the potential costs associated with your SMS messages, he...

Introducing New Shadow Options for Enhanced Design

Text shadows can be added to text-based elements for more depth and dimension.

Introducing Rich Text Editor for Calendar Descriptions

This new feature allows users to create more engaging, readable, and customizable calendar descriptions. With the rich text editor, you can now enhance your calendar descriptions with various formatting options.

Subscription-Based Products Now Available in Ecommerce Stores

Recurring Products Now Available in Ecommerce Stores We are delighted to announce a highly requested feature for Ecommerce store owners: the ability to sell subscription-based services or recurring products directly on your Ecommerce store. This new capability is designed to help you enhance your month-on-month sales and improve your recurring revenue.

Introducing Weight, Dimension, and SKU Fields for Ecommerce Products

Product Weights, Dimension & SKU Fields for Products in Ecommerce About We are excited to announce new features that enhance how store owners can manage their products. With the addition of Weight, Dimensions, and SKU (Stock Keeping Unit) fields, you can now add more specific details to your products.

Introducing Differential Shipping & Delivery Rates Based on Product Weights

Shipping & Delivery Rates Based on Product Weights in E-commerce Stores Our latest feature equips store owners with the ability to set differential shipping and delivery charges based on product weight. How to Use To start using this feature, follow these simple steps: Navigate to Payment.

Enhanced Email Marketing Analytics with Custom Date Ranges and SPAM Metrics

Updates to Email Marketing Statistics The latest updates to our email marketing statistics bring enhanced features and capabilities that allow for deeper and more customized analysis of your email campaigns. Here's what's new: Custom Date Range for Reporting Problem Statement: Previously, users could only analyze their email campaigns over the last 30 and 90 days, which limited the ability to p...

New Feature: Related Products in Ecommerce Stores Enhanced Product Discovery with Related Products Store owners, we're excited to announce a significant enhancement to your ecommerce stores. You can now suggest related products directly on your product details page.

Media Storage Release A New Era in Media Management

Media Storage Release: A New Era in Media Management We are excited to announce the launch of Media Storage, a groundbreaking revamp of our existing media library. This update brings a slew of new features and improvements designed to make your media management faster, easier, and more intuitive.

Multiple Meeting Locations Added to Calendar

New Feature Update: Multiple Meeting Locations in Calendar We are excited to announce a significant enhancement to our calendar feature that empowers bookers with greater flexibility. With this new feature, you can now configure multiple locations within your calendar settings.

Support for Return Statements in Custom Code Action

Support for Return Statements in Custom Code Action What's New. We are pleased to introduce an improvement to our custom code feature by enabling the use of return statements in asynchronous functions.

Sub Account Affiliate Manager: Sub Affiliate Signup Forms We are thrilled to announce a new feature that brings more flexibility and autonomy to our affiliates. Affiliates can now share sign-up links with potential sub-affiliates, making the recruitment process seamless and efficient.

Introducing Timezone Updates and Collective Bookings on Mobile App v3.76.1

Now, account admins and users can set their event time slots to their own timezones by toggling on Timezone Update for Calendar Appointments within the labs section. What's New Timezone Updates for Calendar Appointments: View event times on your appointment listing page inside the mobile calendar in your own timezone by toggling on Timezone Update for Calendar Appointments within the labs section.

Introducing Dynamic Entrance Animations for Text Elements

Entrance Animations for Text Elements We’re thrilled to introduce our new Entrance Animations for Text Elements feature. This update allows you to add dynamic animations to text—making your online content more engaging.

Combined Search Bar for Domain and Path Fields in URL Redirect App

🔍 Combined Search Bar for Domain and Path Fields We're thrilled to announce a powerful new feature in our URL Redirect App: a combined search bar for domain and path fields. Feature Overview The addition of a single, unified search bar allows users to search through both domain and path fields simultaneously.

Enhanced Email Verification for Campaigns

To enhance security and protect your reputation, we now require verification of your From email address before sending an email campaign.

Spread to Column Feature Now Available in Forms and Surveys

Spread to Column Feature in Forms and Surveys Now LIVE 🚀 We are thrilled to announce the launch of our "Spread to Column" feature, now available for radio buttons, radio images, and checkboxes in forms and surveys. This enhancement allows users to configure multiple columns for radio and checkbox options, significantly improving both the styling and organization of your forms.

July 2024

Call Transcription Manual Downloads and Enhanced UK E-KYC Process

Call Transcription, UK E-KYC Enhancement and Bug Fixes Enhancements Call Transcription We are excited to introduce an upgrade to our call transcription feature. Now, you can manually download transcripts, making it easier to keep detailed records of your calls.

WhatsApp Media Templates Now Available in Mobile App v3.76.1

Account admins and users will now be able to use WhatsApp media templates inside their conversations. This update is available on our Mobile Apps, including our white-labeled versions upon request.

Call Reporting Feature Adds Multi Call Recordings for IVR

New Product Announcement: Call Reporting - Multi Call Recordings for IVR What’s New. You can now effortlessly access multiple call recordings for your IVR calls directly from the call reporting tab.

Sub Account Affiliate Manager New Workflow Actions

Sub Account Affiliate Manager: New Workflow Actions We are thrilled to announce two new workflow actions for the account affiliate manager: "Add Leads under an Affiliate" and "Add Manual Sales For An Affiliate".

Team Member Assignment Feature Enhances Round Robin Calendar Scheduling

Announcing: Team Member Assignment (Round Robin Calendar) We're excited to share our latest feature update that enhances calendar scheduling and team member assignments. With this new feature, you can specify reschedule preferences and new appointment preferences, providing greater control and flexibility.

Exciting News: New Multiple Chat Widget Feature We are thrilled to announce the addition of a brand-new feature to our platform: the ability to add multiple chat widgets for each account. This new feature allows you to enhance the user experience on your landing pages with different designs and customizations.

Better Error Notifications and Enhanced Zip Code Verification in Invoices

With our current update, you now have the option to enforce tighter controls. Improved Error Notifications in Invoices We're also introducing more specific error notifications in the event of issues with invoice templates.

Introducing Video Thumbnail Capturing and Key Bug Fixes

Courses Updates: Video Thumbnail and Bug Fixes We are excited to announce a new feature aimed at enhancing your video editing experience. Users now have the ability to extract and use the current frame as a thumbnail for their videos.

Workflow Update Full Message Body Now Retained

Workflow Update: Trim Message Body Issue Fixed What's New. We are excited to announce a new update to our workflow functionalities.

New Feature Announcement: Cancellation & Reschedule Policy (For the Booking Widget) Streamlining Your Booking Operations We are excited to announce a new feature that puts more control into your hands— the Cancellation & Reschedule Policy setting for the booking widget. This feature intends to help businesses manage their calendar better by setting specific time frames during which bookers can ...

New Image Action Options Enhance Funnel and Website Builder Tools

Image Action Enhancements: More Versatility and Control for Funnel & Website Builder Users We're excited to announce new enhancements to the Image Action feature in our funnel and website builder tools. New Image Action Options: These updates provide users with additional functionalities beyond the existing 'open popup' and 'go to website URL' options.

Add Pinterest Pins in Social Planner🚀 What's New. We're thrilled to unveil a brand-new feature in Social Planner: the ability to connect multiple Pinterest accounts and create endless pins.

Introducing the Plain Text Editor for Email Marketing

Plain Text Editor in Email Marketing.

Major Revamp of Appointment Reporting Feature Now in Labs

Sub Account Reporting: Appointment Report Revamp What's New and Improved. We are thrilled to announce a major revamp of our appointment reporting feature.

New Weekly Subscription Model and Key Enhancements to Boost User Experience

Let's dive into what's new and improved. Weekly Subscription for Courses You can now opt for a weekly subscription model for courses, giving users more flexibility and options for their educational journey.

New Payment Methods iDEAL Bancontact and SEPA Direct Debit Now Available

New Payment Methods: iDEAL, Bancontact, and SEPA Direct Debit Now Available We are excited to announce the addition of iDEAL, Bancontact, and SEPA Direct Debit as new payment methods for business users. With this addition, your Belgian customers can now easily make payments, ensuring a more seamless checkout experience.

Introducing WhatsApp Business Profile Management Feature

WhatsApp Business Profile Management We are thrilled to announce the launch of our new WhatsApp Business Profile Management feature, designed to help you enhance your business's presence and engagement with customers. Profile Picture Upload/Change: You can now easily upload or change your WhatsApp business profile picture.

Introducing Versatile Web Templates to Boost Your Marketing Efforts

New Templates to Elevate Your Marketing Efforts We are excited to introduce our new web templates, designed to enhance your marketing activities. List of New Templates 3 New Website Templates Published Medical - 1 Home Services - 2 1 New Funnel Template Published Health & Wellness - 1 1 New Email Template Published Marketing Agency - 1 1 New Form Template Published Insurance - 1 1 New Survey Te...

Customizable Product Labels and Ribbons for E-commerce Stores

Product Labels and Ribbons for E-commerce Stores We're excited to announce a new feature for e-commerce store owners: customizable product labels and ribbons.

Introducing the Blog Post Element for Funnels and Websites

Add Blog Post Element with New Blog in Funnels/Website We're thrilled to unveil a brand-new feature that enhances our blogging capabilities within funnels and website pages. Introducing the new Blog Post element, enabling you to seamlessly integrate and display your latest blog posts directly where your audience can see them.

Introducing Tips in Our Invoice System

Invoices: Introducing Tips Overview We are excited to announce a new feature for our invoice system—business users can now configure and accept tips on their invoices. This capability adds a new layer of flexibility for services-based businesses, making it easier to reward staff for stellar performance directly through the invoice process.

Introducing Expiring Certificates and Enhanced Download Flow

Certificates Updates: Expiring Certificates What's New. This feature allows admins to set expiry dates for certificates issued to users, ensuring certificates remain valid and up-to-date.

Introducing SMS Verification for Forms and Surveys

SMS Verification in Forms and Surveys 😎😎 We are thrilled to announce the launch of the SMS Verification feature for our Forms and Surveys module. This new functionality allows form and survey participants to verify their phone numbers directly within the form or survey, enhancing the integrity of the data collected and providing a more seamless user experience.

Extended Support for Custom Values in Form and Survey Email Notifications

This enhancement is designed to provide greater flexibility and improved user interaction. This means you can now personalize your email notifications with more tailored and specific information, enhancing the relevance and effectiveness of your communications.

WhatsApp Contact Name Pre-Fill Streamlines Communication

WhatsApp Contact Name Pre-Fill: Streamlining Your Contact Management We are excited to announce the launch of our latest feature: WhatsApp Contact Name Pre-Fill. This new functionality is designed to make your communication processes more efficient by automatically filling in the name of unknown WhatsApp contacts when they reach out to your business.

New Chat Widget Upgrades to Style, Designs, and Customization 😎 🥳 What's New. We're thrilled to unveil a revolutionary feature in the Chat Widget - you can now customize the chat widget according to your preferences with new options for placement, look, and feel.

Add GIFs to Your Posts and Comments in Communities

Communities - Now Add GIFs to Your Posts and Comments Enhanced GIF Support We're excited to announce a fantastic update that will bring more life and fun to your community interactions. GIFs are now integrated seamlessly within communities, transforming from simple attachments to vibrant inline content in both posts and comments.

Enhanced Email Sync for Outlook in Conversations

Previously, when users connected their personal Outlook email to our 2-way sync feature, all emails with contacts would automatically sync to the CRM. We noticed that in many accounts, users were often inadvertently added as contacts, causing all emails sent or received by these users to be synced.

Enhanced Email Sync for Gmail in SMBcrm

We noticed that in many accounts, users were often added as contacts, causing all emails sent or received by these users to sync to the CRM.

Outlook 2-Way Sync Bug Fix Enhances Email Synchronization Experience

Outlook 2-Way Sync: Bug Fix 🐞 Improved Email Synchronization Experience We are pleased to announce a crucial fix that addresses an issue with our Outlook 2-Way Sync feature. Scenario: 📧 Previously, there was a bug affecting accounts where multiple users had connected the same Outlook email ID with the 2-Way Sync feature.

Support for Sender Name and Preview Text in Test Emails

Introducing Support for Sender Name and Preview Text in Test Emails We're excited to announce a new feature that will significantly improve your email marketing experience: support for sender names and preview texts in test emails. Why This Matters Time Efficiency Quicker Testing: This feature allows you to test all email details more comprehensively in a shorter amount of time.

Introducing Interactive CTA Buttons for WhatsApp

Interactive WhatsApp Templates We are thrilled to announce the launch of a highly requested feature: Interactive CTA (Call-To-Action) buttons. This powerful feature enables you to create more interactive, engaging, and visually appealing messages, providing a seamless experience for your users.

Introduction of New Versatile Web Templates

Introduction of New Templates We are thrilled to announce our new web templates, designed to elevate your marketing efforts. List of New Templates 🚀 2 New Website Templates Published 🚀 Home Services - 2 Financial - 1 🚀 1 New Funnel Template Published 🚀 Home Services - 1 🚀 1 New Email Template Published 🚀 Home Services - 1 🚀 1 New Form Template Published 🚀 Medical - 1 🚀 1 New Survey Template Pub...

Dynamic Entrance and Hover Animations for Images and Buttons Now Available

Key Features and Benefits Dynamic Entrance and Hover Animations for Images and Buttons ✨ Capture Attention: Apply captivating entrance and hover animations to your images and buttons.

Introducing Recurring Product Support in Documents and Contracts

Introducing Support for Recurring Products in Documents and Contracts Overview Our latest feature upgrade aims to enhance your payment experience via Documents and Contracts by supporting recurring products. Add Recurring Products to Document Builder: You can now include recurring products in your product list.

Enhanced CSV Product Import for E-commerce Stores

New Feature Announcement: CSV Product Import Labels Update for E-commerce Stores About the Update We are excited to announce a new update that enhances the product import functionality for store owners. You can now bulk import products with additional detailed fields through a CSV file, simplifying your inventory management and improving the accuracy of product listings.

Enhanced Control with Bulk Tags New Architecture and Restore Features

Bulk Tags New Architecture and Bulk Tags Restore We are excited to announce new updates aimed at providing enhanced control over bulk actions for tags, allowing for more efficient management of contacts. You can now easily remove all tags from selected contacts and restore them when needed.

Funnel and Website Builder Enhancements and Bug Fixes

Enhancements Custom Video Embeds Videos embedded from YouTube, Wistia, and Vimeo now pre-render their thumbnails server-side with lazy loading. Building your pages should now be more intuitive and streamlined.

With our latest update, you can now schedule your YouTube videos and shorts directly in the Social Planner, making your content management smoother than ever. Create a New Post: Initiate a new post in the Social Planner.

YouTube Shorts Now Supported in Video Elements for Email Campaigns

🚀 Exciting New Feature for Your Email Campaigns We have some great news for all our users. Our Video Element in the email builder has been upgraded to now support YouTube Shorts, adding a vibrant new twist to your email campaigns.

SMS Messages from International Long Codes to the UK Will Be Blocked Starting July 30 2024

Here’s how: UK Long Code: This option allows for two-way messaging using local, national, mobile, or toll-free UK numbers.

Conversation Updates Mobile App v3.77.3

Here’s what's new: 🚀 What's New Enhanced Conversation AI Selection: A more comprehensive view to check the complete result generated by the conversation AI before making a selection. Send Review Requests: Now, you can send a review request to a contact directly from the conversation window.

Calendar Updates in Mobile App v3.77.3 Released

🚀 What’s New Change Contact While Scheduling an Appointment You can now update the contact while you are scheduling a new appointment. This added flexibility ensures that you can make quick and necessary adjustments without exiting the scheduling screen.

Introducing Private Channels and Channel Emojis for Community Groups

Exciting New Features for Community Groups. We are thrilled to announce the introduction of two highly anticipated features designed to boost privacy and customization for your community groups: Private Channels and Channel Emojis.

List View Updates in Opportunities Enhance Your Workflow

New Columns Added in Manage Fields To provide you with more comprehensive information at a glance, we've added several new columns under Manage Fields: Last Status Change Date Last Stage Change Date Contact Email Contact Phone Number Company Name Additional Contacts These new columns will help you stay better informed and enable quicker decision-making. Note that Additional Contacts is a featur...

BNPL Payment Methods Now Available in Order Forms and Payment Links

BNPL Payment Methods Are Now Supported in Order Forms and Payment Links Exciting News for Our Business Users. We are thrilled to share that Buy Now Pay Later (BNPL) payment methods are now supported in order forms and payment links on SMBcrm.

Introducing Manual Payment Method for E-commerce Stores

Manual Payment Method in E-commerce Stores About We're excited to announce that store owners can now collect payments manually from buyers for any order. Once a payment method is added, Payment Instructions and Messages are optional fields during setup.

WhatsApp Trigger Links and Automated DND Features Unveiled

WhatsApp: Trigger Links and Automated DND We're excited to announce two powerful new features for optimizing your WhatsApp communication: Trigger Links and Automated Do Not Disturb (DND). This feature enhances your ability to understand customer behavior and respond with targeted actions, improving overall customer engagement and satisfaction.

Quick Add Fields and Edit Custom Fields Now Available in Form Survey Builder

Quick Add Fields & Edit Custom Fields in Form/Survey Builder We are excited to announce the Quick Add Fields & Edit Custom Fields feature in our form/survey builder. Now, with Quick Add, you can easily create custom fields by dragging and dropping them into the form.

Invoices Rebranded Mobile Payments v3.77.3 Update Released

Invoices Rebranded - Mobile Payments - v3.77.3 We're thrilled to announce our latest update to Invoices on the mobile app - a brand new flow. You can now create invoices either from the dedicated Invoices section or from the Point-of-Sale section in just a few easy steps.

Introducing the New Stores Tab and Easy Store Creation Feature

Store owners can now manage and view all their stores in one place, providing a seamless and clear-cut interface for display. This new tab brings: All stores listed under a single tab called "Stores." Features such as sorting, filtering, folder creation, etc., akin to funnels and websites.

Unified Membership Analytics and Course Completion Tracking

Membership Analytics What's New in Membership Login Count Analytics. We are excited to announce that logins from both legacy systems and the client portal will now be stored and displayed together in member analytics.

Courses User Magic Links Password Reset Flow and New Email Templates

Courses User Magic Links (Labs Release) + Password Reset Flow and New Email Templates What’s New. Flexibility in Password Management Set Your Own Password: Users will now have the flexibility to set their own passwords, eliminating the need for automated password generation.

Automatic Tax Calculation Now Available

Automatic Taxes Are Now Live We are excited to announce a new feature that will make tax calculations easier and more accurate for your business. Automatic tax calculations are now supported, allowing taxes to be automatically calculated based on the address details entered during checkout and the type of product purchased.

2-Way Sync Attachment Logging Issues Fixed for Gmail and Outlook

📨 🥳 Inbound Email Issues with Gmail/Outlook 2-Way Sync New Email Attachments Not Logged Issue: Previously, when a contact sent a new email, the attachments were not logged in the CRM. Fix: This issue is now resolved, and attachments up to 25MB are fully supported and logged in the CRM.

Enhanced Bulk Delete and Restore for Seamless Contact Management

This update offers improved reliability and efficiency, especially for managing large contact lists. Updated Bulk Delete and Restore Architecture The new architecture ensures smooth and efficient operations when deleting and restoring large volumes of contacts.

Introducing Sub Account Affiliate Manager: Streamline Campaign Cloning

Sub Account Affiliate Manager: Cloning Affiliate Campaigns We are thrilled to announce a new feature: the ability to clone affiliate campaigns within an account. Option to clone any existing affiliate campaign Option to keep the affiliates in the new campaign or not 👷 How It Works: Go to the Sub Account Affiliate Manager.

New Sub Account Dashboards with Contact and Opportunity Source Filters

Sub Account Dashboards: Contact Source and Opportunity Source Filters We're excited to introduce powerful new filters for your dashboard widgets: Contact Source and Opportunity Source. Contact Source: A new "Source" filter added to contact widgets.

Elevate Your Marketing With Our New Versatile Templates Collection

Elevate Your Marketing with Our New Versatile Templates We are excited to unveil our latest collection of web templates designed to elevate your marketing efforts to new heights. Fully customizable and professional, these new templates streamline your workflow, allowing you to focus on engaging your audience and driving results.

Twilio Validation Error Trigger Renamed to Number Validation

Twilio Validation Error Trigger is Now Number Validation We're excited to announce a significant update that will streamline your workflow and give you more clarity on contact management. The "Twilio Validation Error" trigger has been renamed to "Number Validation." Key Changes: Renamed Trigger: The previous "Twilio Validation Error" trigger is now called "Number Validation." This change aims t...

Introducing Affiliate Level Commission Settings in Sub Account Affiliate Manager

Sub Account Affiliate Manager: Affiliate Level Commission Settings We’re excited to announce a powerful new feature in the Account Affiliate Manager: Affiliate Level Commission Settings.

New Feature: Toggle to Auto-Enroll Customers as Sub Affiliates

Exciting Update: Toggle to Enroll New Customers as Sub Affiliates We're thrilled to introduce a new feature that enhances the flexibility and control within our Affiliate Manager. Users can now decide if they want to automatically enroll new customers as sub affiliates under the affiliate who brought them in following a successful sale.

Introducing Automatic Taxes on Invoices for Seamless Transactions

Announcing Automatic Taxes on Invoices for Seamless Transactions Overview We are excited to introduce a powerful new feature designed to streamline your invoicing process: Automatic Taxes on Invoices. With this addition, you can now create invoices that automatically calculate and apply taxes, ensuring accuracy and efficiency for your business operations.

Enhanced GIF Support for Dynamic Community Interactions

We're excited to introduce enhanced GIF support, now more seamlessly integrated within communities. With our enhanced GIF support, you can now: Add GIFs Directly to Your Posts and Comments: No more simple attachments.

Introducing the New Calendly Event Importer

New Feature: Calendly Event Importer Seamless Integration with Calendly We are excited to announce our new feature that allows you to connect Calendly with your account to import your Calendly events directly. Each new Calendly event will be automatically imported, enabling you to take immediate actions and fully utilize our capabilities.

COD and Manual Payments Now Independent of Online Requirements

Enhancement Independent Setup: You can now set up COD and Manual Payment Methods independently, without needing to configure an online payment method.

Auto-Payment Enablement for Scheduled Invoices

Auto-Payment Enablement on Payment Schedules in Invoices Overview We've made an exciting update to our invoicing process: you can now automate payments for invoices sent with scheduled payment plans.

Enhancements in WhatsApp Workflow Execution and Template Formatting

Previously, the correct failure reasons were not being updated when workflows were configured with pause execution. WhatsApp Template Formatting In addition to the bug fixes, we've added support for enhanced WhatsApp template formatting.

Automatic Taxes Now Available on Payment Links

This feature allows business users to configure and apply automatic taxes during checkout for end customers in the USA, simplifying the payment process and ensuring compliance. Configuration and Application of Automatic Taxes: Business users can now easily configure and apply automatic taxes on Payment Links.

Introducing UTM Parameters in Email Builder

🚀 We’re excited to introduce a new feature in the Email Builder designed to streamline your attribution analysis and improve campaign performance tracking. What We Did You can now set default UTM parameters in the Email Builder settings, automatically applying them to all your campaigns.

Introducing New Templates to Elevate Your Marketing Efforts

Introducing New Templates: Elevate Your Marketing Efforts We are thrilled to announce the release of our brand-new web templates. List of New Templates 🚀 4 New Website Templates Published 🚀 Automotive - 1 Financial - 2 Restaurant & Bar - 1 🚀 4 New Funnel Templates Published 🚀 Home Services - 1 Financial - 1 Beauty & Fashion - 1 Health & Wellness - 1 🚀 2 New Email Templates Published 🚀 Home Serv...

New Workflow Action Log External Call to CRM

New Workflow Action: Log External Call to CRM Exciting news. We've just rolled out the workflow action that allows you to log external calls to the CRM.

PayPal Pay Later Now Available for Order Forms and Online Stores

PayPal Pay Later is Now Live for Order Forms and Online Stores We're excited to announce that businesses can now offer PayPal Pay Later as a payment method for customers checking out via order forms and online stores. Key Features: Support for 1-Step and 2-Step Order Forms and Upsell Purchases Businesses can now enable PayPal Pay Later for both 1-step and 2-step order forms, as well as for upse...

Introducing Direct Checkout for Product Elements

What We Did Users can now generate direct payment links for each product. Purchases are automatically updated in conversion and campaign statistics.

Print Shipping Labels and Packing Slips Now Available

New Feature: Print Shipping Labels or Packing Slips for E-commerce Store Orders Enhance your order fulfillment process by generating shipping labels and packing slips for any e-commerce store order with our latest feature release. This new capability allows store owners to print labels for entire orders or specific items during fulfillment, streamlining your shipping process and ensuring accuracy.

August 2024

Introducing Email Bot Detection for Accurate Engagement Metrics

New Feature Announcement: Email Bot Detection Our latest feature aims to enhance the accuracy and reliability of your email engagement metrics by identifying and mitigating the impact of bots interacting with your emails. By default, the Bot Detection Prevention feature is turned off.

Improved Email Thread Handling Now Available

Improved Email Thread Handling Now Available Email management just got a lot easier with our latest feature update: Email Thread Handling. Improved Reply Threads One of the key updates in this release is the ability to have all email replies correctly threaded under the original message.

Enhancements to Documents and Contracts: UX Bug Fixes Released

Documents and Contracts: UX Bug Fixes We are excited to announce several critical updates and fixes that enhance the experience within our Documents and Contracts features. Here's a closer look at what's new and how these fixes can benefit you.

Introducing New Versatile Web Templates for Enhanced Marketing

Introducing New Templates We are thrilled to announce our new web templates, designed to elevate your marketing efforts. List of New Templates 🚀 1 New Website Template Published 🚀 Home Services Home Services - 1 🚀 1 New Funnel Template Published 🚀 Business, Coaching & Consulting Business, Coaching & Consulting - 1 🚀 1 New Email Template Published 🚀 Beauty & Fashion Beauty & Fashion - 1 🚀 1 New ...

Enhance Your Blog with Custom Code SVG and Map Elements

Addition of New Elements in Blog Site Builder Our Blog Site Builder continues to evolve, bringing you more flexibility and control over your blog’s design and functionality. We're excited to announce the addition of three new elements: Custom Code, SVG, and Map.

Introducing Live Site URL Display and Easy Domain Connection in Builder

Our latest update brings you two highly requested features: the ability to view your live site URL directly from the builder interface and an easy way to connect your domain. This feature allows you to see your live site URL prominently, making it easier to access and share your site without leaving the editor.

Introducing SMS Restriction History and More Enhancements

SMS Restriction History and Other Enhancements 🪄 New Feature: SMS Restriction History We are excited to introduce the new SMS Restriction History feature. ⚙️ Enhancements We've also made several other improvements to enhance your experience: Number Purchase Flow: You can now search using blank spaces and special characters, which are commonly used by US-based customers in their formats.

Enhanced Template Builder in Documents and Contracts for Better UX

Documents and Contracts: UX Improvement - Template Builder What's New. We've enhanced our template builder within the Documents and Contracts feature.

Introducing History for GPT Actions AI Memory Key

Introducing History for GPT Actions (AI Memory Key) What's New. This new feature allows the GPT actions to produce more relevant and personalized responses based on past interactions with GPT actions.

Introducing New Workflow Statuses for Invoices

Invoices: New Workflow Statuses - Viewed, Partially Paid, Void What's New. We are excited to introduce three new workflow statuses for your invoices: Viewed Partially Paid Void How to Use.

Introducing New GPT Action Models: 4o and 4o Mini

GPT Action - New Model Types Launched What’s New. We’re excited to announce the introduction of two new models in the GPT action suite.

Community Features Enhanced with New Updates and Fixes

Communities - Updates & Enhancements We're excited to announce the latest updates and enhancements to our Community Features. Enhanced Payment Methods We've introduced new payment methods for euro currency via our Stripe integration.

Field Spacing in Forms and Surveys Now Available

Field Spacing in Forms and Surveys is Now LIVE 🚀🚀 We are excited to announce the release of our new Field Spacing feature for forms and surveys. This enhancement allows users to customize the spacing between fields, which provides greater control over the layout and design of their forms and surveys.

Sub Account Reporting Enhancement and Fixes

Sub Account Reporting: Enhancement and Fixes What's Improved. Reddit Ads Attribution: We're excited to announce that Reddit Ads are now supported in the attribution for the paid social category.

Introducing Differentiation of One-Time and Recurring Products in Documents

Documents and Contracts: One-Time Products in Recurring Product Lists What's New. Here’s what you need to know: Previously: When a one-time product was added to a recurring product list within documents, it was treated like a recurring product.

YouTube Live Stream Support Now Available in Email Campaigns

To address this, we have added support for YouTube Live streams directly into our video element. What We Did Added Support for YouTube Live: We've implemented a new functionality that allows users to embed YouTube Live streams directly into the video element.

You can now further enhance your chat-widget's appearance with two new text color options within the custom theme settings for chat-widget typography. This upgrade allows you to customize the text color for both the chat-widget header message and the welcome message.

Enhanced Voice Billing Improved Security and Bug Fixes

Improved Security Measures Voicemail Spam Control To tackle the issue of voicemail spam which sometimes results in long, unnecessary voicemail recordings and higher storage charges, we are introducing a new limit. Voicemails will now be capped at a maximum duration of 5 minutes, helping to control storage costs while still ensuring important messages are captured.

Introducing Attribution Parameters on Opportunity Widgets

Attribution Property: Filter opportunities based on First or Last attribution with our new Attribution property in opportunities widget conditions. Group by/View By: Now, create donut and line graphs using these new properties: Session Source, Medium.

Enhanced Sub Account Dashboard: Boost Your Sales Efficiency with Our New Widget We are thrilled to introduce a powerful new widget designed to enhance your sales efficiency, now available under general widgets on your dashboard. Key Features Average Sales Duration Monitor the average time taken for all opportunities to close.

Razorpay Integration for Calendar Payments Now Available

In addition to Stripe, Authorize.net, and NMI, users can now integrate Razorpay to seamlessly collect payments for their bookings. Please Note If you are using any currency other than INR, only the 'Card' payment option will be available on the booking widget.

Introducing WhatsApp Voice Notes for Enhanced CRM Communication

WhatsApp: Voice Note We are excited to announce the launch of a highly requested feature: WhatsApp Voice Notes. This powerful addition allows you to send voice notes to your customers directly from the CRM, enhancing communication and personalizing interactions.

New Math Calculation Feature in Forms and Surveys

Exciting New Math Calculation Feature in Forms and Surveys 😎😎 What’s New. We're thrilled to introduce our latest feature: Math Calculations in Forms and Surveys.

New Payment Options and Bug Fixes in Membership Preview App Update

New Payment Options Say goodbye to card-only payments and take advantage of our new payment gateways: iDeal: Pay like a pro, straight from your Dutch bank account. Bancontact: Belgium’s favorite is now at your fingertips for quick and easy payments.

Square Integration for Processing Payments is Now Live

Square Integration for Processing Payments is Now Live We're excited to announce that your business can now connect Square accounts for processing payments directly within our platform. This new feature is designed to streamline your payment processing and provide a seamless experience for both one-time and subscription payments.

Chat Widget - Avatar Image Optimization Configuration 😍 Chat Widget Avatar Image Optimization We're excited to announce the latest enhancement to our chat widget feature: Avatar Image Optimization. High-Resolution Option: Flexibility for Quality For those who prioritize image quality over load time, the new high-resolution option allows users to disable image optimization.

Introducing Error Notifications in Workflows

New Feature: Error Notifications in Workflows We’re excited to introduce a new feature in workflows. Users will now receive emails and have a dedicated section to view workflows that contain errors.

New Coloring Options in Funnel and Website Builder

New Coloring Options in Funnel and Website Builder Enhance your designs like never before with the brand-new color palette in our Funnel and Website Builder. Now, you can customize text colors without needing to switch between settings for bold, headline, underline, or italics — one color picker to rule them all.

Service Calendar POS Integration with Mobile Payments

This new feature allows business owners to collect the balance amount for service appointments with deposit payments in a seamless manner using Tap to Pay and the POS system. This update is available on all relevant apps, but an update request needs to be made.

Payment Links with Editable Quantities for Customers

Payment Links: Editable Quantities for Customers What's New. We're excited to announce a new feature that lets your customers edit product quantities directly on the payment links you send them.

Enhance Your Business with the Latest PayPal Integration Updates

Key Improvements Accurate Subscription Tracking Subscription status updates made within PayPal will now be reflected in real-time within your account, ensuring that you always have the most up-to-date information. Subscription Management You can now cancel subscriptions directly and offer coupon codes for both one-time and recurring products, providing greater flexibility and control over your ...

Media Storage Updates and New Download Support

Media Storage Revamp and Download Support What’s New. File Display Enhancements 🗂️ New Grid Layout: Enjoy a more organized and visually appealing file display with our improved grid layout in Media Storage.

Enhancements to Multiple Meeting Location Feature in Calendar

Multiple Meeting Location Enhancement | Calendar We are excited to announce two new enhancements in our multiple meeting location feature: Display Label for Custom Location and Ask the Booker as a New Location Type. Display Label for Custom Location You can now add a display label for custom meeting locations within the multiple meeting location feature.

Introducing Contact Custom Fields in Certificate Builder

This enhancement allows users to leverage contact-level custom field values directly within the certificate builder, providing a more customized and personalized experience. Users can now utilize custom fields related to their contacts in the certificate builder.

Calendly Integration UI Update Clarifies Account Compatibility

Additionally, users attempting to connect a new free account will be informed of this limitation.

Social Planner - Basic Analytics We can't keep calm, we are thrilled to unveil a revolutionary new feature in Social Planner - Basic Analytics. Supported Social Platforms The data is shown for: Facebook Page Instagram LinkedIn Page Tiktok Personal Twitter Key Features Social Statistics Options View top performing posts based on likes.

Introducing Reviews QR Boost Your Online Presence

Introducing Reviews QR – Boost Your Online Presence 🔥 We are excited to announce the launch of Reviews QR, a powerful new feature in our reputation management platform. Increased Reviews: Simplifying the review process can lead to more customer feedback and improved ratings.

Announcing the New "Look Busy" Calendar Feature

Configure "Look Busy" in Calendar What's New. We are excited to introduce the "Look Busy" feature, designed to help you appear more in demand by hiding a percentage of your available slots on the booking widget.

Discover Our New Versatile Web Templates

Introducing New Templates We are thrilled to announce our new web templates, designed to elevate your marketing efforts. List of New Templates 2 New Website Templates Published Restaurant and Bar Real Estate 4 New Funnel Templates Published Health & Wellness (2) Legal Real Estate 1 New Email Template Published Automotive 1 New Form Template Published Financial 1 New Survey Template Published Cr...

Introducing Task Reminder Notifications

Daily Summary Reminders Introducing the New Task Reminder Notifications Feature We are thrilled to announce the launch of our new Task Reminder Notifications feature. This update allows you to set up customizable reminders for your tasks, ensuring you never miss an important deadline.

WhatsApp Message Snippets Now Available

With this feature, you can now create and use predefined templates for frequently used messages, making it easier and faster to respond to inquiries, send promotional content, and manage routine communications with your customers on WhatsApp. This allows you to maximize the value of each service conversation while maintaining consistent and efficient communication.

Introducing the Bulk Edit Opportunities Feature

Bulk Edit Opportunities We are excited to introduce the new Bulk Edit Opportunities feature, designed to streamline your workflow by allowing you to update multiple opportunities simultaneously. Bulk Selection: Users can now select multiple opportunities at once, either individually or by selecting all.

Announcing Canonical Links for Categories and Authors

Blog - Canonical Support for Category and Author What's New We are excited to announce the release of the Canonical Links feature. This new functionality allows you to streamline your SEO efforts by adding canonical links to specific categories and authors.

Auto-Track Affiliates with Updated Manual Sales Workflow Action

With this update, you can now seamlessly track and assign manual sales to affiliates using attribution tracking.

Introducing Automatic Draft Message Saving in Conversations

Conversations: Save Draft Messages 💬 We are thrilled to announce a new feature for our Conversations tool: the ability to save draft messages automatically. Automatic Draft Retention: Now, any unsent messages you compose in Conversations will be automatically retained.

Resolved Invoicing Bugs for a Smoother Experience

Payments should now flow smoothly irrespective of the combination of schedules, partial payments, and tips. Appropriate guardrails have been added to prevent this issue, ensuring accurate information is reflected in your invoices.

Add Cards on File for Contacts

Add Cards on File for Contacts We're excited to unveil a new feature that enhances the payment functionality for your business. You can now add and save credit or debit cards on file directly from a contact's detail page under Payments.

Announcing ZIP File Upload Support and Enhanced Performance

Here’s what's new: ZIP File Upload Support You can now conveniently upload compressed .zip files through media storage and the public API. Size limit: 100 MB How to Use Uploading .zip files is a straightforward process: Navigate to Media Storage Click on the New Upload button Select Upload File Choose any .zip file from your desktop Enhancements Along with the new .zip file upload functionality...

Introducing the Pay-Per-Lead Model for Affiliate Campaigns

This new feature enables a performance-based commission model where affiliates earn a commission for every lead they refer, not just on completed sales. Pay-Per-Lead (PPL) Model: Affiliates can now earn commissions based on the leads they generate through actions like form submissions, calendar bookings, or survey completions.

Introducing Activity Tracking of Documents

Activity Tracking of Documents - Now Live. With our latest update, you can now effortlessly send out a document and view its entire history from sent, edited, viewed, to signed.

Introducing the Inventory Management Page for E-commerce Stores

Introducing the Inventory Management Page for E-commerce Stores Store owners now have a streamlined way to manage their inventory through the new Inventory Management page. This feature allows updates to product quantities and the option to "Continue selling when out of stock." It also includes enhanced search functionality.

Late Fees on Invoices Now Available

Late Fees on Invoices - Now Live. We are excited to announce a new feature that enhances the flexibility of our invoicing system: the ability to attach late fees to your invoices.

Shippo Integration for Automatic Fulfillments and Live Shipping Rates

Shippo Integration: Automatic Fulfillments & Live Shipping Rates for E-Commerce Stores About Store owners can now effortlessly sync eCommerce orders with Shippo, gaining access to the best real-time shipping rates from 40+ carriers.

Custom Code Now Supports External HTTP Requests

Custom Code Now Supports External HTTP Requests We’re excited to introduce a game-changing enhancement to our workflow capabilities: Custom Code Action with HTTP Requests. This new feature allows you to write, execute, and test your code with integrated HTTP requests directly within the workflow.

Introducing New Templates to Elevate Your Marketing Efforts

Introducing New Templates We are thrilled to announce our new web templates, designed to elevate your marketing efforts. List of New Templates 🚀 2 New Website Templates Published 🚀 Beauty & Fashion: This template is perfect for showcasing the latest trends in beauty and fashion, with a sleek design that highlights your content beautifully.

Here are the highlights of the new features: What's New. New Planner View Content Filtering: The Planner view now allows you to check content within a specific time range.

New Coloring Options in Funnel and Website Builder

New Coloring Options in Funnel and Website Builder We're excited to announce the addition of a brand-new color palette in our Funnel and Website Builder. Now, you can customize text colors without needing to switch between settings for bold, headline, underline, or italics – one color picker to rule them all.

Enhancing Subscription Management and Custom Code Security

Here's what you can expect from our latest upgrades: Subscription Management Enhancements Instant Access Revocation: Course creators now have the ultimate control. Custom Code Execution Updates Client Portal Integration: Custom code added in the Client Portal will now execute in courses only if the Client Portal is enabled.

Subscription Management Now Available in Client Portal

Exciting News: Subscription Management is Now Live in Client Portal. We're thrilled to announce the launch of our new Subscription Management feature within the Client Portal.

Introducing Brand Boards Streamline Your Brand Guidelines

🎨 With over 400 votes in our ideas dashboard, we're excited to roll out Brand Boards, a new product designed to make sticking to your brand guidelines a breeze. Here’s What’s New: 1.

Introducing New Prebuilt Section Templates for Funnels and Website Builder

New Prebuilt Section Templates for Funnels and Website Builder Great news for SMBcrm users. We are excited to introduce a new collection of prebuilt section templates designed to make your funnel and website creation faster and more efficient.

Introducing Private Mode for Synced Events to Secure Your Calendar

New Feature: Hide Third-Party Calendar Details We’ve introduced a Private Mode for synced events, enhancing privacy for your third-party calendar details. This new feature ensures that only the user who connected the calendar can view the event details, thus preventing unauthorized access and maintaining confidentiality.

Elimination of Racing Conditions for Triggers

Elimination of Racing Conditions for Triggers Updated Behavior for Workflow Efficiency We're excited to announce a significant update to our workflow triggers, eliminating the race conditions that previously affected trigger reliability. Updated Behaviour Single Entry Processing: Now, only one entry for a contact will be processed at a time, even if the contact meets conditions for multiple tri...

September 2024

WhatsApp Launches New Customer Service Window Check for Free-Form Messaging and Cost Efficiency

WhatsApp: Customer Service Window Check Free-Form Messaging You can now send unlimited free-form messages to your customers during an open customer service window, which lasts 24 hours from the moment a customer sends you a message. This free tier allows you to send messages to customers without incurring additional costs, significantly lowering your communication expenses.

Introducing the Affiliate Enrolled In Campaign Trigger for SMBcrm

This new feature is designed to enhance your automation capabilities by capturing and utilizing critical data points whenever an affiliate is enrolled in a campaign. New Trigger: The "Affiliate Enrolled In Campaign" trigger is now available in workflows, enabling you to automate actions whenever an affiliate is added to a campaign.

Enhanced Wait Actions with Branching and UI Upgrades

Wait Action Enhancements We are excited to introduce significant enhancements to the current wait action, designed to improve the user experience and add more powerful features. There will now be two separate branches: one for an actual condition and one for a timeout.

Manage Multiple WordPress Sites Under One Account

Support Multiple WordPress Site Installs under One Account We’re thrilled to announce a game-changing feature that’s going to transform the way you manage WordPress sites within your accounts. Manage Multiple Sites in One Place Streamlined Management: You can now add and manage multiple WordPress sites within a single account.

Introducing the Free Online Listings Scan Tool

We are excited to introduce the Online Listings Scan Your Business feature. This feature empowers locations to evaluate the effectiveness of their Online Listings subscription and unlock new growth opportunities.

Sub Account Dashboard Update Improves Data Visibility with Assigned Data Fix

Targeted Data Views: Users with the "Only Assigned Data" option enabled in Roles and Permissions will now see widgets displaying only the data assigned specifically to them.

Sub Account Dashboards: Sidebar/Widget Bar Enhancement We're excited to announce a significant upgrade to your custom dashboards and widgets with our new sidebar enhancement. Enhanced User Interface: The widget sidebar now appears alongside the dashboard without overlapping, allowing you to view your dashboard and widget settings side by side.

Sub Account Affiliate Manager Update Ecommerce Store Support Now Available

Sub Account Affiliate Manager: Ecommerce Stores Support We are thrilled to introduce a powerful new feature in the Sub Account Affiliate Manager—eCommerce Stores can now be used as a source for your affiliate campaigns. New Source: "Store" – You can now create affiliate campaigns using your eCommerce Stores, allowing affiliates to promote your products and boost sales.

View Users and Workflows Linked to a Phone Number

View Users and Workflows Linked to a Phone Number Overview of Enhancements We’re excited to introduce some new updates aimed at improving your phone number management and call handling capabilities. View Users and Workflows Linked to a Phone Number You can now view both users and workflows linked to a phone number directly within the settings.

Enhanced Online Listings with Detailed Additional Attributes for Better Business Visibility

The new Additional Attributes section introduces a variety of fields that allow businesses to capture and highlight their unique qualities, enhancing their overall profile and online presence.

Look Busy Enhancement Adds Slot Randomization for Realistic Scheduling

Look Busy Enhancement - Slot Randomization The "Look Busy" feature has just been enhanced to help you manage your booking availability more realistically and effectively. Previously, the slots hidden by the "Look Busy" feature remained the same throughout the week.

Booking Widget to Open First Available Date What's New. Previously, the system automatically searched for available slots over the next 3 months.

Streamline Workflow Management with Enhanced Removal Options

Users can now remove individuals from multiple workflows at once, which was previously not possible.

Introducing the Custom Value Selector in Calendar Settings

Custom Value Selector in Calendars Extended Support for Custom Values in Calendar Settings We’re excited to announce a new feature enhancement that extends support for custom values across multiple fields in calendar settings. Introducing the Custom Value Selector, this new feature significantly simplifies the process of adding custom values, reducing manual entry errors and streamlining your w...

Assign Community Groups and Courses Directly from Contacts Page

New Feature: Assign Community Groups via Contacts Page We are excited to introduce a powerful new feature to enhance your experience: CP-Contacts Integration. This update allows you to seamlessly view and manage Community Groups and Courses offers for your locations directly from the Contacts page.

Announcing Versatile New Web Templates to Boost Your Marketing

Introducing New Templates We are thrilled to announce our new web templates, designed to elevate your marketing efforts. List of New Templates 🚀 12 New Website Templates Published 🚀CategoryQuantityBeauty & Fashion1Business, Coaching & Consulting1Creative2Financial1Home Services2Legal1Insurance1Marketing Agency2Travel & Hospitality1 🚀 2 New Funnel Templates Published 🚀CategoryQuantityLegal1Healt...

Introducing Pre-Built Segments for Targeted Email Campaigns

Introducing Pre-Built Segments for Targeted Email Campaigns 📣 Problem Addressed We’re excited to announce a new feature that will revolutionize how you target your contacts in email marketing campaigns—Pre-Built Segments. You can now choose from several pre-built contact segments directly from the send or schedule screen.

WhatsApp New Onboarding Flow Launch

WhatsApp: New Onboarding Flow We are thrilled to announce the launch of the new WhatsApp onboarding flow, designed to simplify the process of connecting your WhatsApp Business Account (WABA) with your account on SMBcrm. The phone number verification process is now decoupled from the WABA setup, allowing you to use existing phone numbers for a faster and smoother onboarding experience.👀 What's New.

WhatsApp Introduces Schedule Send and Enhanced Phone Number UI

WhatsApp: Schedule Send and Phone Number UI Enhancement We are excited to introduce the new WhatsApp Schedule Send feature to enhance your business communication strategy. This feature allows scheduling both template and free-form WhatsApp messages for future dates and times, ensuring timely delivery tailored to your customers' needs.

Granular Permissions for Enhanced WordPress Management

Now, admins can precisely control which team members have access to the WordPress tab, providing enhanced security and streamlined management. Key Benefits Improved Control: Admins can now assign WordPress access to specific team members.

Introducing Pause and Cancel Options for Scheduled Email Campaigns

We are thrilled to announce a new feature that brings more control and flexibility to your email marketing campaigns. You can now pause or cancel scheduled email campaigns, including A/B tests.

Introducing New Templates to Elevate Your Marketing Efforts

Introducing New Templates to Elevate Your Marketing Efforts We are thrilled to announce our brand-new web templates, designed to take your marketing projects to new heights. Here's a closer look at what’s new: 2 New Website Templates Published Financial & Legal Ideal for professionals in finance and legal sectors, these templates are polished and ready to use.

Social Planner: Brand New Upgrade to New Post Composer 🤩 Our Social Planner is continuously evolving to enhance your user experience, and we're excited to bring you the latest upgrades to the Post Composer. This upgrade allows users to create a single post with both image and video content seamlessly, making social media management more efficient than ever.

New "Remove All Tags" Toggle Feature for Streamlined Contact Management

Exciting Update: "Remove All Tags" Feature in Remove Contact Tag Action We're excited to introduce a powerful new feature in the "Remove Contact Tag" action that streamlines your workflow and simplifies contact management. With this update, you can now effortlessly remove all tags from a contact by simply enabling a toggle.

New Enhancements to Call Transcripts Error Handling and More

Improvements to Call Transcripts, Error Handling, and More We’re excited to announce a series of new enhancements and bug fixes designed to streamline your experience and improve the functionality of our call handling features. Call Transcripts Enhancement Our call transcription feature has been upgraded to provide you with more comprehensive information.

Introducing the New Estimates Feature Now Live

New Product - Estimates. We are thrilled to announce the launch of our new Estimates feature.

Introducing the Messaging Error SMS Trigger for Automatic Workflows

New Product Announcement: Messaging Error Trigger Overview To enable our clients to respond effectively to messaging errors, we've introduced a new workflow trigger for specific relevant error codes. This feature is available for both Native Phone and Twilio accounts.

Introducing the Allow Multiple Opportunities Toggle in Workflows

Allow Multiple Opportunities for a Contact in Workflows What's New. This new feature empowers you to manage multiple opportunities for the same contact within workflows, with each contact-opportunity pair having its own separate workflow execution.

Introducing the Highly Requested Countdown Timer Feature

New Product Alert: Countdown Timer!. We’re excited to announce the highly anticipated Countdown Timer feature.

Upgrade Your Courses to Offers V2 for Coupons and Enhanced Features

Offers V1 -> V2 Migration You can now seamlessly migrate your offers to Version 2, where payment processing is handled through a centralized payments system. Here’s what that means for you: Improved Payment Gateway Support V1: Managed exclusively via Stripe.

Select WhatsApp Number in Customer Replied Trigger for Enhanced Workflow Automation

Select WhatsApp Number in Customer Replied Trigger We’re excited to announce a new enhancement to our workflow automation that will allow you to trigger workflows based on specific WhatsApp numbers. We’ve added the ability to trigger workflows using the "Customer Replied" trigger specific to WhatsApp numbers.

Multi-Select Support Now Available in Media Storage

Multi-Select Support in Media Storage is Now Live. This enhancement allows users to perform bulk actions such as moving, downloading, and deleting files, significantly streamlining file management and improving efficiency.

Significant Updates to Email Campaign Statistics for Better Accuracy and Reliability

What We Did For all new campaigns and those sent now or scheduled campaigns executed after July 1, you can now view the following metrics within the campaign summary page: Total: Total contacts selected. Changes in Detailed Statistics You’ll notice the following changes in the detailed statistics section: Error Label Replaced: The "Error" label has been changed to "Skipped." New Failed Tab: Thi...

Introducing Email Notification Preferences for Client Portal

Email Notification Preferences for Client Portal (including communities, courses, certificates) We’re excited to introduce the new Email Notification Preference feature in the Client Portal. With this release, client portal owners can now easily manage the email notifications they send from various accounts within the Client Portal.

Seamless Audio Uploads for Enriched Course Lessons

New Feature: Uploading Audio Inside Course Lessons We're excited to announce the latest enhancement to our course management tools: the ability to seamlessly upload and include audio lessons in your courses. This feature is designed to enrich the learning experience and provides course creators with greater flexibility in content delivery.

Filter Conversations by Followers Now Available

View and Filter Conversations by Followers 💬 Exciting news. Filter Conversations by Followers: You can now filter conversations based on who is following them.

Enhanced CSV Exports for Transactions Subscriptions and Orders

These enhancements include new fields that provide more detailed information, making it easier to reconcile records and keep track of essential details. Additionally, currency symbols have been removed from the 'Total' field; now, numeric values will appear here, and a new Currency field has been added to facilitate accurate reconciliation.

Streamline Subscription Management with New Features

We are excited to announce a new enhancement that will streamline your subscription management process directly from the Contact Details page. Here's a breakdown of the new features: Add Subscriptions Directly from Payments Section Businesses now have the ability to add subscriptions directly from the Payments section.

Image Editing Support for Mobile View in Funnels and Websites

Image Editing Support for Mobile View in Funnels/Websites 🚀🚀 We are thrilled to announce an exciting new feature that enhances the control over image dimensions in mobile layouts for your websites and funnels. Key Features 📱 Height & Width Settings for Mobile Views With this new feature, you can now adjust the height and width of images specifically for mobile views.

WhatsApp Workflow Action Now Includes Snippet Support

WhatsApp: Support for Snippets under Workflow Action We are excited to introduce a powerful new feature: Support for Snippets under the WhatsApp action in Workflows. With this update, you can now create and use predefined message templates, called snippets, in your WhatsApp Workflow automations.

Introducing New Versatile Templates for All Your Marketing Needs

Introducing New Templates We are thrilled to announce our latest collection of versatile and user-friendly web templates designed to elevate your marketing efforts. List of New Templates 🚀 2 New Website Templates Published 🚀 Beauty & Fashion - 1 Automotive - 1 🚀 2 New Funnel Templates Published 🚀 Home Services - 1 Health & Wellness - 1 🚀 1 New Email Template Published 🚀 Real Estate - 3 Health &...

Introducing Domain Purchase

Domain Purchase is Now Live 🚀 We are thrilled to announce the introduction of the Domain Purchase feature, simplifying domain acquisition and management directly from our platform. This new addition streamlines the entire process and integrates seamlessly with other products, enhancing the user experience: What's New.

Introducing the Personal Booking Calendar for Easy 1:1 Meetings

We are delighted to introduce the new Personal Booking Calendar, designed specifically to simplify the process of creating personal 1:1 bookings. With this new feature, users can now create personal 1:1 bookings without worrying about the complexities associated with multi-user setups.

October 2024

Introducing Custom Value Picker for Enhanced Field Flexibility

With this new feature, users now have the ability to toggle between standard values and a Custom Value Picker for specific field types. Custom Value Picker: Allows users to select from customized values tailored to their specific needs.

Introducing WhatsApp Workflow Statistics for Enhanced Messaging Insights

Enhance Your Messaging Strategy with WhatsApp Workflow Statistics We're excited to introduce the much-anticipated WhatsApp Workflow Statistics feature to help you gain deeper insights into the performance of your WhatsApp messages. This new tool equips you with the data you need to measure the success of your communication strategy, optimizing everyday interactions with customers.

Explore Major Enhancements in If/Else Action with Scenario Recipes and Advanced Branch Functionality

Major Upgrades to the If/Else Action We're thrilled to announce an exciting enhancement to the If/Else Action, bringing significant updates to the user interface and introducing innovative approaches to Branches and Scenario Recipes.

Introducing Seamless Zero Dollar Checkouts for Enhanced Convenience

Simplifying $0 Checkouts: No Credit Card Required We're excited to announce a helpful update that enables businesses to provide seamless checkout experiences for free products. With the latest feature, you can now allow your customers to complete $0 checkouts without needing to enter any credit card information.

Unlock New Possibilities with Zero-Priced Product Capability

Introducing Zero-Priced Product Capability We are excited to announce a versatile new option for your pricing strategies: the ability to set product prices to zero. This enhancement empowers business users with added flexibility and creativity in designing their offerings.

Enhance Community Management with New Private Channel Workflow Automation

Our new functionality allows for seamless automation of private channel memberships, improving efficiency and ensuring accurate access control. Workflow Triggers for Private Channels Private Channel Access Granted This trigger activates whenever a user is added to a private channel.

Private File Upload Support in Media Storage Now Available

Enhance Your File Management with Private File Upload Support in Media Storage We are excited to introduce a new feature that allows you to securely upload and manage private files alongside your public ones. Private Files Secure Uploads: You can now upload files as private, ensuring that sensitive data is securely stored.

Enhanced Security Update: Transition to Secure API v2

Details of the New Security Update Disabling API v1 Endpoints: We have disabled the ability to create, update, or delete users via API v1. Transition to API v2: For a safer and more secure experience, we urge all users to migrate their automation and integrations to the newer, more robust API v2 endpoints.

Enhance Payment Flexibility with New PayPal and PayLater Integration

Enhance Your Payment Flexibility with PayPal Support Inside the Payment Element Introducing PayPal and PayLater Options We're excited to announce that PayPal and PayLater are now integrated into our payment element, offering more flexibility to streamline your transactions. By upgrading to the latest version of the payment element, you can enable these features and provide a smoother checkout e...

PayPal Integration Expands Payment Flexibility Across Platforms

PayPal Integration Now Available for Invoices, Forms, and More We're excited to announce that PayPal and PayLater have been integrated as part of our payment solutions. This enhancement is now live and available for several key products: Forms, Invoices, Payment Links, Order Forms, Order Form Upsell, E-commerce Store, and E-commerce Upsell.

Rescheduled Tag Launch Enhances Appointment Management

Discover the New Rescheduled Tag in Appointments We are excited to introduce a new feature that will enhance your experience with appointment management—a Rescheduled Tag for appointments. Key Features Highlight Rescheduled Appointments The appointment list view and modal now feature a prominently displayed "Rescheduled" tag.

Introducing Workflow-Enhanced Estimate Features for Improved Efficiency

Discover Enhanced Efficiency with Workflow-Supported Estimates What's New. We're thrilled to announce the introduction of new features that enhance the functionality of estimates within workflows.

Introducing Subscription Pause and Resume Functionality

Introducing Subscription Pause and Resume Functionality We are excited to introduce a new feature that enhances subscription management for businesses. Users now have the capability to pause and resume subscriptions, offering greater flexibility and control over their billing processes.

Streamline Your Media Storage with New Upload and Folder Buttons

Enhance Your Media Storage Experience with New Button Layout We're thrilled to announce a recent update that will streamline your media storage experience, making file management easier and more efficient. Previously, users had to navigate through the "New" button to choose between uploading files or creating new folders.

Enhance Your Workflow with New Custom Values in Math Operation

With this update, you'll find the Math Operation feature even more versatile, allowing you to update custom values directly. Phase 2 Update: The most requested feature is here.

Introducing the New From Number Feature for SMS Flexibility

Enhance Workflow Flexibility with the New "From Number" Feature Previous Behavior In the past, while configuring workflows, users could set the "From Name" and "From Email" in the builder settings. We're excited to introduce a new feature that allows you to select the "From Number" directly within the builder settings of a workflow.

Voice Call Security Enhancements and Bug Resolutions Update

Reducing Voice Call Fraud and Bug Fixes We are excited to introduce some updates that enhance your experience with our platform by focusing on voice call protection and improved functionality. Enhancements in Voice Call Fraud Prevention To help prevent voice call fraud, we've introduced robust measures that will streamline your calling experience while ensuring security: Suspicious User Blockin...

Introducing Math Calculation v2 for Enhanced Forms and Surveys

This feature aims to refine your data analysis capabilities by allowing for more advanced calculations and interpretations. Enhancements in Math Calculations Score Assignment to More Field Types: Users now have the capability to associate math calculation logic with Radio Select, Checkbox, Single Dropdown, and Multi Dropdown fields.

Faster Call Connections and Hold Music Bug Fix Update

With the latest update, agents are now connected to leads instantly upon their answer. Agents can now connect with leads seamlessly without unintended interruptions.

Revamped Forms and Surveys Submissions Page Enhancements for Better Management

Dynamic Columns Tailor your data display with our new dynamic column feature. You can now select, deselect, and reorder the columns to prioritize the information most important for your analysis.

Enhance Your Dashboards with Hyperlinks in Text Box Elements

You can now seamlessly add hyperlinks within text box elements directly on your dashboard. How To Use This New Feature Getting started with adding hyperlinks is simple: Access Your Dashboard: Navigate to the dashboard you wish to modify and click the edit icon.

WhatsApp Voice Notes Now in Mobile App v3.82

This latest feature, rolled out in version 3.82, is designed to simplify your communication process, making it more efficient and personal. What's New In this latest update, the following features have been added to enhance your mobile communication experience: Record Voice Notes: Start recording a new voice note effortlessly by tapping the voice note icon.

New Tax Inclusive and Exclusive Pricing Options

Tax Inclusive and Exclusive Pricing Options Now Available We are pleased to announce a new enhancement that brings greater flexibility and precision to your product pricing strategy. You can now specify whether your product prices are tax inclusive or tax exclusive, enabling you to adhere to the correct tax conventions based on your business needs.

Streamline Project Management with Recurring Tasks

This new feature allows you to set up tasks that repeat at specified intervals, significantly reducing the need for manual duplicate task creation. Key Features of Recurring Tasks When setting up a recurring task, you have several configurable options to tailor the recurrence specifics to your workflow: Frequency Settings: Choose the frequency for your tasks to recur.

Opportunity Card Customization Tailor Your Workflow

Introducing Opportunity Card Customization We are excited to announce the new Opportunity Card Customization feature. Designed to enhance user experience and efficiency, this update allows you to personalize the fields displayed on your opportunity cards within the pipeline view.

Domain Connect Integration Launch for Effortless WordPress Domain Management

Streamline Domain Management with New Domain Connect Integration for WordPress We are excited to unveil the latest enhancement designed to simplify domain management: Domain Connect integration. This new feature aims to ease the process of connecting domains to WordPress sites, allowing users to better manage their websites free from the complications of manual configurations.

Streamline Data Management with CSV Import for Contacts and Opportunities

This new feature empowers users to create, update, and manage contacts and opportunities in bulk, significantly reducing manual effort and enhancing productivity. Unified Import Monitoring: Keep track of your data input activities with our unified monitoring feature.

Launch Stunning WordPress Sites Effortlessly with Our New Templates

Elevate Your Web Presence with New WordPress Website Templates We are excited to unveil our latest feature designed to simplify and enhance your website creation workflow—introducing our new Website Templates for WordPress. This feature is crafted to aid you in launching visually stunning WordPress sites with minimal setup effort and maximum efficiency.

Introducing the Customizable Contact Association Tool

Discover the New Contact-to-Contact Association Tool We're excited to introduce a powerful new feature that enhances your contact management capabilities with customizable contact associations. These new tools are designed to streamline relationships between contacts, making it easier than ever to define and manage interactions with your network.

One-Click Integration for Google My Business and Facebook Pages Now Available

Introducing One-Click Integration for GMB and Facebook Listings We are pleased to announce a new feature that enhances your ability to manage your online presence: One-Click Integration for Google My Business (GMB) and Facebook Pages directly from the Listings dashboard. Key Features Direct GMB and Facebook Integration: Users can now connect their GMB and Facebook Pages within the Listings dash...

Effortless Store Migration from Shopify to Our Platform

This update further enables you to leverage our advanced marketing tools for better automation and streamlined operations. Expanded Shopify Integration With the latest update, users can now import and sync not only orders, contacts, and transactions but also their entire product range and collections from Shopify.

Seamless WooCommerce Sync for Effortless Store Management

Seamless WooCommerce Integration for E-commerce Stores About the Integration We are excited to introduce a new integration feature for e-commerce businesses using WooCommerce. This enhancement enables store owners to effortlessly import and sync their WooCommerce store data with our platform.

Introducing Reviews and Ratings for Your E-commerce Success

Enhance Your E-commerce Store with the New Reviews & Ratings Feature Upgrade your e-commerce platform's credibility and increase customer engagement with our all-new Reviews and Ratings feature. This addition allows your customers to submit insightful reviews and rate products, enhancing trust and transparency for future buyers.

Single CSV Import for Efficient Contact and Opportunity Management

Streamline Data Management with Single CSV Import for Contacts and Opportunities We're excited to introduce a new feature that simplifies your data management process: Import Contacts and Opportunities using a single CSV file. Key Features Simultaneous Import of Contacts and Opportunities: Importing both contacts and opportunities in one step ensures data consistency across your system and redu...

Instant Digital Product Delivery for E-commerce Stores

Delivery of Digital Products for E-commerce Stores Seamless Digital Product Delivery For store owners, the ability to deliver digital products seamlessly can significantly enhance customer satisfaction.

Flexible SMS Number Selection for Enhanced Communication

Enhance Your SMS Communication with Flexible Phone Number Selection We're pleased to introduce a powerful enhancement to your communication strategy—now you can select the phone number from which you send SMS messages. This feature is particularly beneficial for businesses that operate in multiple countries or need to use different numbers for specific purposes.

Snippets Upgrade Discover Effortless Organization and Enhanced Searchability

Organize into Folders We're thrilled to announce an upgrade to the Snippets feature that enhances your ability to manage and access your snippets more efficiently. You can now effortlessly organize your snippets into folders 📂, enabling quicker access and better management.

Enhance Team Collaboration with Internal Comments and Mentions

Enhance Collaboration with Internal Comments and Mentions in Conversations We are pleased to announce a new feature designed to improve collaboration and conversation management for teams and individuals. Our Internal Comments feature enables you to add private, internal notes during conversations, ensuring seamless capture of critical updates and insights.

Unveiling Quick Replies to Elevate Customer Engagement on Facebook and Instagram Messenger

Enhance Your Customer Engagement with Quick Replies in Conversations We're delighted to unveil Quick Replies, a game-changing feature designed to elevate your interactions on Facebook and Instagram Messenger. This new addition empowers you to streamline customer communications by offering predefined message suggestions that can be effortlessly sent with just a tap.

Unlock Email Personalization with Conditional Elements

This feature empowers you to personalize emails more efficiently by including conditions for specific elements within a single email campaign. This allows for more targeted and engaging content without creating separate campaigns or lists.

Streamline Review Management with New Workflow Triggers

This new feature empowers you to automate actions based on incoming reviews, ensuring you can effortlessly manage your online reputation. Workflow Triggers You can now set up workflow triggers for new reviews on both Facebook and Google.

Elevate Reputation Management with Smart Spam Detection

A Sneak Peek of the Feature: Why You'll Love It Enhanced Reputation Management: Safeguard your brand by focusing on genuine customer feedback while filtering out spam efficiently. Improved Review Quality: By eliminating spam, you ensure your reviews accurately reflect your customers' honest opinions.

Seamlessly Integrate Feedback Forms and Surveys in Your Email Campaigns

Introducing Forms and Inline Surveys in Email Campaigns We're thrilled to announce a new feature that empowers you to integrate feedback forms and surveys seamlessly into your email campaigns.

Seamless Email Workflow Stats Now Integrated into Email Marketing

Unified Email Stats: Now, workflow email statistics are integrated into the Email Marketing section, giving you a comprehensive view of all your email actions in one place. How to Use the New Feature Navigate to Workflow Campaigns: Start by heading to the Email Marketing section and select Campaigns, then choose Workflow Campaigns.

Searchable Field Configuration for Enhanced CRM Flexibility

Enhance Your CRM Experience with Searchable Field Configuration We are thrilled to introduce a cutting-edge feature: the ability to configure which fields are searchable for Contacts, Opportunities, and Custom Objects across the platform. Key Features Configurable Searchable Fields: Admins now have the power to decide which fields are searchable for various objects, such as Contacts, Opportunit...

Discover Apps Effortlessly New "Discover" Button Experience a seamless way to access all marketplace apps directly within your workflows. The new "Discover" button provides a comprehensive list, making it straightforward to find and implement the apps that fit your needs.

Gain Control with Our New QuickBooks-Integrated Review Request Feature

Enhanced QuickBooks Integration for Reputation Management We're thrilled to announce a significant enhancement in our system's integration with QuickBooks, catering to one of the most frequently requested features: the ability to opt-out of automatic review requests. Now, you have complete control over when review requests are sent to your valued customers, enhancing your ability to manage post...

Introducing Enhanced Privacy for HIPAA Compliant Locations

Here’s what’s new: Enhanced Privacy for HIPAA-Compliant Locations Protecting client confidentiality is now simpler than ever. For locations requiring HIPAA compliance, review widgets will now display reviewer initials instead of full names.

This feature allows businesses to manage customer interactions more effectively, delivering a customized experience whether during or outside of active business hours.

Social Planner: Transforming Your LinkedIn Engagement Strategy Social Planner now offers an innovative feature that allows users to elevate their LinkedIn presence. You can now upload photos and post them as PDFs, while also importing PDFs and converting each page into separate images.

Introducing the Blog Importer Effortlessly Import Your Blog Posts

Introducing the Blog Importer: Effortlessly Import Your Blog Posts We are excited to introduce a transformative feature, the Blog Importer, which enables you to conveniently import blog posts from any CMS through a simple 3-step process. Key Features Easy 3-Step Process: Start by adding the blog URL and a recent blog post URL to scan and preview the content.

Unveiling Access and Activity Logs for Enhanced WordPress Management

Introducing Access & Activity Logs for WordPress We're thrilled to announce the rollout of Access & Activity Logs for WordPress, a robust new feature designed to amplify security, transparency, and troubleshooting capabilities for your sites. Key Features Activity Logs: Seamlessly track every action within your WordPress account or specific sites over a designated time range.

Introducing Workflow Notes Enhance Your Management and Collaboration

Explore the New Workflow Notes Feature We’re excited to unveil a powerful addition to our workflows: Notes. This update introduces several useful options to help streamline your workflow management and improve team collaboration.

Enhance Document Management with New Split Columns Feature

Elevate Your Document Management with Split Columns Support We're excited to announce a powerful new feature now available in our platform for managing Documents and Contracts: Split Column Functionality. This new capability allows you to better organize and present your information by arranging elements side by side in a clean, professional manner.

Gender and Age Demographics Access demographic data that includes gender distribution and age range insights.

Discover Review Post Automation in Social Planner The Social Planner now features Review Post automation, enabling users to transform reviews from Google Business Profiles and Facebook pages into engaging social media content. Enhanced User Experience: The Social Planner now offers a streamlined 3-step process instead of tedious one-step forms.

Online Listings Analytics Dashboard Unveiled for Enhanced Visibility

This new feature is crafted to empower you with data-driven decisions, enhancing your online visibility like never before. Key Features Total Listings Impressions: Gain insight into how frequently your listings appear in search results.

Effortless Multi-Page Facebook Review Management Now Available

With our latest update, you can now seamlessly integrate multiple Facebook pages into one platform for efficient review management.

Introducing the Pause Workflow Feature for Seamless Management

Enhance Your Workflow Management with the New Pause Feature We are thrilled to introduce a highly anticipated feature for workflow enthusiasts – the ability to pause workflows on specific dates. Key Features of the Pause Workflow Update Customizable Date Ranges: Pause specific workflows or all workflows within chosen date ranges.

Group Chat for SMS Expands CRM Messaging Capabilities

Conversations: Introducing Group Chat for SMS We're thrilled to announce a fitting new addition to our CRM—Group Chat for SMS. This feature expands your messaging capabilities by allowing you to engage multiple contacts in a single group SMS conversation, enhancing collaboration and ensuring everyone stays informed and connected.

Introducing AutoComplete Address for Forms and Surveys

Key Features Comprehensive Address Fields: When you add an address field, multiple components such as Address, City, Country, State, and Postal Code are available. Customizable Field Settings: You can manage the visibility and configuration of each field through the right-side settings panel, which allows you to adjust labels, placeholders, set fields as required or hide them.

Enhancements for Funnels and Websites Unveiled

Read on to discover how these new features can benefit your online endeavors. Site Verification Made Simple Our latest update introduces site verification support by adding an msvalidate.01 meta tag directly to your head tracking.

Enhance Your Visual Showcase with the New Photo Gallery Widget We are thrilled to introduce the latest enhancement to our Funnels and Website Builder: the Photo Gallery widget. This feature empowers you to create visually stunning, customizable galleries effortlessly, elevating your website's appeal and user engagement.

Google Postmaster Tools Integration Now Live for Enhanced Email Performance

Introducing Google Postmaster Tools Integration We're excited to share that the Google Postmaster Tools integration is now live within our Email Services module. Key Features Domain & IP Reputation Tracking: Keep a close watch on your sending reputation to ensure high inbox placement and reduce chances of your emails landing in spam.

Enhanced Customer Access Center for Seamless Order Management

This new feature allows customers to view and manage their current and past order details effortlessly. Enable Order Confirmation Emails To activate the Customer Access Center, ensure the order confirmation email feature is enabled.

Introducing Email Bounce Classification for Enhanced Campaign Performance

Email Bounce Classification: Optimize Your Email Campaigns We're thrilled to announce the launch of our latest feature: Email Bounce Classification. Designed to enhance your email delivery performance, this new functionality provides comprehensive insights into bounce events, enabling you to optimize your email campaigns effectively.

Facebook and Instagram Shop Integration Now Available for Your E-commerce Store

Introducing Facebook and Instagram Shop Integration for E-commerce Stores We are thrilled to announce the new capability for store owners to connect their products seamlessly to Meta Commerce. With this integration, your e-commerce store can now publish and sync products to Facebook and Instagram Shops, tapping into powerful social commerce channels.

Introducing Review Balancing for Enhanced Online Reputation

This exciting new feature empowers you to strategically distribute reviews across multiple platforms, amplifying your online presence like never before. What’s New in Review Balancing.

Enhanced Signature Placement for Streamlined Document Management

Streamlining Document Management with Enhanced Signature Placement We're pleased to announce a major improvement to our document management features that will significantly enhance your workflow. The annoying issue of floating elements, such as signature blocks and initials being displaced in documents, has now been fixed.

Billing Transparency Update Call Recording Storage Item Renamed

Previously, charges related to call recording storage were included under the generic label 'Usage Charges.' Moving forward, these charges will now appear as 'Call Recording Storage' on your billing statement. Increased Transparency: By renaming the line item to 'Call Recording Storage,' you can now differentiate these charges from other usage-related costs, allowing for clearer invoice breakdo...

November 2024

Schedule Your Posts for Communities with Social Planner We're excited to introduce a powerful new feature in Social Planner that allows you to schedule, publish, and manage your posts across various community groups and channels.

Introducing Custom Value Linkage for Streamlined Document Management

Discover Enhanced Efficiency with Custom Value Linkage: Documents and Contracts Elevate your document management processes with our newly introduced custom value linkage feature. Link Text and Date Fields: You can now connect text and date fields in your documents to custom values.

Community Leaderboard Enhancements with Workflow Triggers and Actions

Community Leaderboard: Workflow Trigger & Action We're thrilled to announce the release of new features designed to enhance your community engagement through gamified interactions. New Features Workflow Triggers and Actions for Gamification Points In an effort to streamline the process of awarding gamification points within groups, new trigger and action options have been introduced: Triggers C...

ClickFunnels 2.0 Importer Streamlines Funnel Migration Process

Introducing the ClickFunnels 2.0 Importer: Elevate Your Funnel Creation Experience With the release of our new ClickFunnels 2.0 Importer, you can now effortlessly import funnels from ClickFunnels 2.0, in addition to the existing support for ClickFunnels Classic. This new functionality complements our existing ClickFunnels Classic importer, offering more options and flexibility in your marketing...

Introducing Multi-Location Online Listing Management for Streamlined Business Operations

Introducing Multi-Location Management for Enhanced Efficiency We’re excited to introduce an innovative feature designed to streamline your business operations: Multi-Location Online Listing Management. Key Features & Benefits Unified Entity Control Effortlessly manage multiple listings for each business through our streamlined Multi-Entity Dashboard.

Realtime Multi-Currency Dashboard Enhancement for Accurate Financial Insights

Realtime Multi-Currency Supported Dashboard Stats for Invoices & Estimates What's new. We're excited to announce a significant enhancement to our dashboard stats feature for invoices and estimates.

Boost Your Workflow with Enhanced Estimate Tracking and Product Description Imports

New Enhancements to Estimates: Track Engagement and Enhance Details Improve Estimate Tracking with "Viewed" Filter We're excited to introduce a new feature that will enhance your workflow management: the ability to filter estimates by their "Viewed" status. Automatically Imported Product Descriptions in Estimates Another key feature we've rolled out is the capability for automatic product descr...

Enhance Subscription Management with New Webhook Support

Enhance Your Subscription Management with New Webhook Support We're excited to announce the new webhook support for custom-provider, which promises to seamlessly enhance your subscription management experience. The custom-provider now includes robust webhook support for all things related to subscriptions.

Launch Your Campaigns Faster with the A2P Fast Track Program

Key Benefits of the A2P Fast Track Program Improved Efficiency: Expedite the approval process to a maximum of 3 working days, enabling quicker campaign launches. Billing Changes To accommodate the A2P Fast Track Program, new billing changes will take effect: New Billing Category: A new category, "A2P Fast Track," will be introduced for better transparency.

Major RSS Improvements Enhance Email Builder Efficiency

New Features Last Day Scheduling Now, you can conveniently schedule your campaigns for the last day of the month, automatically adjusting for months with 31, 30, or 29 days. This feature ensures you never miss out on a timely campaign execution.

Enhanced Call Management and Bug Fixes Update

Latest Update: Enhanced Call Management and Improved Bug Fixes Discover our latest enhancements designed to improve your experience with call handling and ensure a seamless communication workflow. These updates introduce new features that offer greater visibility and user control, alongside crucial bug fixes that enhance operational efficiency.

Email Builder Gets Powerful Media Library and Compliance Fixes

Here’s what’s new: Media Library Upgrade to Federation (MF) Version Our media management capabilities have been upgraded to the latest Federation (MF) version. With this upgrade, users will enjoy an improved User Interface (UI), allowing for smoother navigation and more intuitive media management.

Introducing Square Integration for Calendar Payments

Square Integration for Calendar Payments We're thrilled to introduce a new enhancement to our platform: the integration of Square for payment processing within Calendars. To learn more about how our platform supports your business needs, explore our compliance policies or discover advanced artificial intelligence capabilities.

Upload Custom Fonts Directly to Media Storage

New Update: Upload Font Files in Media Storage We are thrilled to introduce a new feature that allows you to upload font files directly into our Media Storage. Supported File Types and Restrictions You can now upload the following font file types: .ttf .otf .woff .woff2 Please note that there is a file size limit of 100MB per upload, ensuring optimal performance and management of your media ass...

Invoices Now Support Bank Transfers for ACH and SEPA

Invoices: Now Supports Bank Transfers Enhance your payment collection process with our new feature that allows you to configure invoices to support bank-only transfers. Enhanced Payment Method Configuration Global and Local Settings You now have the option to configure your preferred payment methods globally for all invoices or customize them at the invoice level.

Enhance Your Calls with Number Intelligence

Exciting Updates: Block Spam Calls & Identify Unknown Callers Discover the newly enhanced Number Intelligence feature, designed to streamline your communication process by blocking spam, identifying unknown callers, and validating phone numbers. Here's how this feature can benefit your customer interactions: Key Features Block Spam Calls: Automatically flag spam calls from unknown U.S.

Effortless Product Description Import from Printful

Streamlined Product Description Import from Printful We are excited to announce a new feature that allows store owners to effortlessly import product descriptions directly from Printful into their accounts. Key Benefits Seamless Integration: Product descriptions from Printful's catalog can now be imported with ease.

Introducing Enhanced RSS Campaign Features for Better Control and Management

RSS Campaign Enhancements: Unveiling New Features for Streamlined Management We are excited to introduce several enhancements to improve your RSS campaigns, providing better control, transparency, and reliability. Set Maximum RSS Feed Count You can now specify a maximum feed count for each RSS campaign during scheduling.

PDF Size Reduction and Dashboard Speed Enhancements for Streamlined Document Management

Improved Dashboard Load Speed The load times for the Documents Dashboard, particularly for the list view of documents, have been significantly improved. Upcoming Features We’re also working on several exciting features that are on the horizon: Search Functionality: Look forward to the capability to search products in list view.

Streamlined Document Management with New Recipient and Search Features

New Features to Enhance Your Document Management Experience We are excited to introduce some noteworthy enhancements that promise to simplify your daily operations within our platform. Quick Recipient Addition Feature Adding new contacts has never been easier.

Google AdWords Expands Support to Include wbraid and gbraid IDs

Contacts with wbraid and gbraid values are now correctly attributed as Paid Search sources.

Unlimited Free WhatsApp Service Conversations for Businesses

This update allows businesses to engage with their customers without concerns about per-conversation costs, paving the way for unlimited service conversations to foster stronger relationships and deliver exceptional support. Unlimited Free Service Conversations Starting November 1, 2024, businesses can now initiate and continue service conversations with customers at no cost.

Enhanced Design for Custom Report Themes in Sub Account Dashboard

Sub Account Dashboard and Reporting Gets a Design Upgrade What’s Improved. Here's what's new: Add Themes to Custom Reports: Transform your reports with themes for a unified and refined appearance.

Enhance Your Communication: Select Chat Widget & Live Chat in Customer Replied Trigger We are excited to share a new feature enhancement that simplifies and improves user interaction through our Customer Replied trigger. You can now select specific Chat Widgets and Live Chats directly within the trigger settings.

Introducing Custom Object Workflows for Tailored Automation

Explore the Power of Custom Object Workflows We are excited to announce that Custom Objects are now live in workflows, providing enhanced automation capabilities tailored to your specific needs. This feature empowers you to create workflows based on custom object-specific triggers and execute a suite of actions to streamline your processes seamlessly.

Enhanced Google Drive Integration for Superior Data Protection

Media Storage Google Drive Integration Enhancements Connect Drive Button Behavior The latest update to our media storage feature brings significant improvements to security and user privacy, especially when utilizing the "Login As" feature to access another account. To ensure data protection, the "Connect Drive" button in the Media Storage section will now be disabled when someone is operating ...

Improved Document and Contract Management with Key Bug Fixes and UX Enhancements

Previously affected by this bug, email signatures now render correctly, providing you with properly formatted content. Whether it's an accent or symbol, your text will now appear as intended.

Seamless Dashboard and Reporting Upgrades at SMBcrm

Today, we're excited to share the latest improvements to our Dashboard and Reporting features. Improved Dashboard Consistency Uniform Title Spacing: Previously, titles on dashboards suffered from extra padding and spacing, causing inconsistency in the appearance.

Enhance Your Website with New Nav Menu Popup Colors Feature We’re excited to announce a new update that allows you to add a splash of personalization to your website menus with the introduction of customizable popup background colors. Popup Colors Customization You can now easily customize the background colors of your navigation menu popups.

Enhanced Control with Bot Status for Individual Contacts

Introducing Bot Status for Individual Contacts We're excited to announce the Bot Status for Individual Contacts feature, which provides enhanced control over the AI bot's activity for each contact. This feature allows users to monitor and manage the bot's status with options such as Active, Sleep/Snooze, or Inactive—directly from the message composer.

December 2024

We are excited to introduce a new feature that enhances functionality within our social planner module. Now, you can bulk delete posts directly from the planner, eliminating the need for manual deletion.

Introducing the Featured Products Element for Enhanced Ecommerce Customization

Introducing the New Featured Products Element for Ecommerce Stores We're excited to announce the launch of a brand new feature in our ecommerce platform. Our Featured Products element is designed to help store owners showcase selected products prominently on their store pages, allowing for greater flexibility and customization.

Access Your Favorite Templates Instantly for Faster Workflow

Mark and Access Favorite Templates for Enhanced Efficiency Discover a more efficient way to manage your templates with our latest feature. Benefits of the New Favorite Templates Feature Saves Time: Quickly locate your favorite templates, reducing the need to browse through extensive lists.

Add Attachments to Estimates and Invoices Now Available

New Feature Update: Attachments in Estimates & Invoices We are excited to introduce a new enhancement designed to bolster the flexibility and functionality of your business transactions: the ability to add attachments to estimates and invoices. This feature allows you to attach up to 10 files, with a total file size limit of 20MB, to an estimate.

Enhance Your Course Experience with New Custom Values and Razorpay Integration

New Features to Enhance Your Course and Payment Experience Personalization with Custom Values We're excited to introduce a more personalized experience with the introduction of custom values. Here are the four types of custom values now available: Contact-Specific: Tailor content to individual user data.

Streamlined Facebook Page Re-auth and Troubleshooting Update

Troubleshooting and Re-auth Capability Across Multiple Facebook Pages The latest update introduces an essential feature for managing Facebook permissions across multiple pages, particularly benefitting users who have enabled 'Connect Multiple Facebook and Instagram Pages'. Key Features Seamless Permission Management Identify and resolve issues linked to missing permissions on Facebook directly ...

Enhance Your Document Workflow with Public Document Links for E-signatures

Enhance Your Document Workflow with Public Document Links for E-signatures Unlock the power of seamless e-signature processes with our latest feature: Public Document Links. This intuitive update allows SMBcrm users to create, share, and manage public documents effortlessly, elevating your document management capabilities.

PayPal Now Available in Affiliate Manager for Flexible Payments and Automated Commissions

Now, you can elevate your affiliate campaigns even further by enabling product sales through PayPal and easily managing affiliate commission payouts. PayPal Integration for Payments: You can now accept payments via PayPal for your products with seamless ease.

Affiliate Manager Updates Bringing Bug Fixes and Improvements

Our latest update introduces several key improvements to the Affiliate Manager, addressing known bugs to ensure smoother operations for your campaigns and workflows. Here's a closer look at what's been fixed and improved: Improved Source Validation for Campaigns Problem: Cookies were being transferred incorrectly when the source changed while navigating through URLs.

Enhanced Editing for Recurring Invoices Now Available

Our users can now enjoy seamless updates to their existing invoices, enhancing the alignment with client schedules and service changes. Key Features Modify Frequency: Adjust your billing cycle—whether weekly, monthly, or annually—to better suit client needs or project timelines.

Introducing the Sign Out from Everywhere Feature for Enhanced Security

Introducing the Sign Out from Everywhere Feature We're excited to unveil our latest security enhancement – the Sign Out from Everywhere feature. This new functionality is designed to provide our users with enhanced control over their session security, enabling them to securely end all active sessions across various devices with ease.

Discover the New Social Planner in Mobile App v3.88.1 We're excited to bring you the latest enhancement to our mobile app experience: the Social Planner. Now, managing your social media presence is at your fingertips, providing the flexibility to create, customize, and schedule posts right from your mobile device.

Document Corrected Rendering Mobile App Version 3.88.1 Update

Document Corrected Rendering – Mobile App v3.88.1 Update We are excited to announce the latest update to our mobile app's Documents and Contracts feature. With this new enhancement, you can now enjoy improved rendering of complex PDF templates, ensuring that all input fields align correctly with the actual document fields.

Announcing Enhanced Text Customization for E-Commerce Stores

Elevate Your E-Commerce Store with Improved Text Customization We're excited to announce a new enhancement that will grant store owners greater control and flexibility over their e-commerce sites. The capability to customize text across various components and elements, such as Product Lists, Product Details, and Upsells, has been significantly improved.

Customize Your Storefront with Flexible Product Column Layouts

Enhance Your Storefront with Custom Column Layouts We're excited to introduce a highly-requested feature that empowers e-commerce store owners to customize the product display like never before. You can now tailor the number of product columns displayed on your Product List page.

Streamlined Invoice Reminders with Business Hours Configuration

We're excited to introduce a new feature that allows you to add business hours to your invoice reminders, ensuring that reminders are sent at the most convenient time for both your business and your customers. Business Hours Feature You can now configure your operational hours, allowing you to tailor invoice reminders to suit your schedule and ensure timely communication with your customers.

Boost Your Security with 2FA and Easy Password Management in Our Latest Update

Security Enhancements: Two-Factor Authentication (2FA) and Password Management We are thrilled to introduce two new updates designed to bolster security and streamline account management for our users. These enhancements focus on providing you with added security and flexibility when accessing and managing your accounts on the mobile app.

Recurring Payments Now Available in Documents and Contracts

Documents and Contracts: Introducing Recurring Payments Support We're excited to announce that recurring payments are now supported in our 2-in-1 Documents feature, allowing you to seamlessly collect payments right after a document is signed. Create a New Document: Initiate the creation of a document.

Enhance Course Communication and Visual Appeal with New Features

This new feature allows educators to customize and control email communications for course-related events, ensuring that the information shared with students is both relevant and clear. Key Features: Enable/Disable Notifications: Course creators can now enable or disable email notifications for specific events.

Boost Your Contact Center with Increased Voice AI Call Limits

Increased Rate Limits for Voice AI Calls We're excited to announce a significant enhancement for your Voice AI capabilities.

Introducing the Add Contact Info Feature for Seamless Management

Introducing the Add Contact Info Feature: Streamline Your Contact Management Our latest update brings you the Add Contact Info feature, enabling seamless management of your contact information directly through AI assistance. Enhance your data accuracy and streamline customer interactions with this intuitive feature.

Introducing Commission Length and Variable Rate Features in Affiliate Manager

Introducing Variable Commissions and Commission Length in Affiliate Manager We're thrilled to introduce two innovative features to enhance your affiliate campaigns: Commission Length and Variable Commissions Over Time. Commission Length: This feature allows you to set a limit on the number of transactions for which affiliates receive commissions for a recurring product, giving you the power to ...

Optimize Your Strategy with Evergreen Content Category Queues

Evergreen Content Posting with Category Queues Enhance Your Content Strategy with Evergreen Buckets We are excited to unveil a powerful new feature that enhances your content management strategy: the ability to efficiently repurpose previously posted content through Evergreen Content Buckets, categorized by different themes. With the new Category Tagging system, you can effortlessly maintain a ...

Introducing Enhanced Contact Merge Functionality

Enhanced Contact Merge Functionality We are excited to announce an upgraded feature in our platform designed to streamline your contact management processes. Our improved contact merge functionality is now smarter, more intuitive, and user-friendly.

Streamlined Contacts Import Enhances Workflow Efficiency

Improved User Experience: Enhanced import statistics now provide categorized success, error, and warning counts, offering clarity at a glance. Clearer Error and Warning Messages: Benefit from improved troubleshooting with detailed messages that help you quickly identify and resolve issues.

Navigate Content Effortlessly with Our New Community Search Feature

Discover Effortless Content Navigation with Our New Search Feature in Communities We're excited to roll out a new, user-friendly feature designed to transform the way you interact within our community spaces. With the newly introduced Search for Posts and Comments feature, finding specific content in the Discussion Tab has never been easier.

Streamline Payment Workflows with New Triggers and PayPal Integration

Enhance Your Payment Process with New Triggers for Payment Links and PayPal Integration In our continuing effort to improve the user experience for managing transactions, we've introduced new features to streamline your payment processing workflows. Order Submitted Trigger for Payment Links We've now enabled the Order Submitted Trigger for payment links, a feature designed to automate post-purc...

Introducing Seamless Countdown Timer Customization for Designers

New Features: Corner Radius & Padding Control: You can now manually adjust or use the scroll bar to set the corner radius and padding of your Countdown Timers, making it easier to achieve the desired look. Disabled Checker Background: We’ve also improved the Countdown Timer builder by disabling the checker background to mitigate visual distractions during design.

Explore New Stripe Payment Methods for Greater Flexibility

Explore New Payment Methods for Enhanced Flexibility We're excited to announce that our platform now supports additional payment methods, enhancing the flexibility and convenience for your customers when making payments through Stripe. This latest update includes Amazon Pay, Revolut Pay, and Link, offering expanded options to suit diverse customer preferences.

Enhance Your Emails with Sleek Rounded Corner Layouts

Enhance Your Emails with Rounded Corner Layouts We're thrilled to introduce a new feature that elevates the aesthetics of your email campaigns by allowing you to round the corners of elements in your layouts. This feature is designed to give your emails a sleek, modern look while enhancing your design flexibility.

Enhancements to Estimates Custom Values and Partial Quantity Support

Enhancements to Estimates: Custom Values and Partial Quantity Support Custom Values in Estimates We are excited to announce a new enhancement to our estimates feature, which now includes the ability to utilize custom values in the terms and notes section. Key Benefits Editor Level Flexibility: You can now adjust specific values directly while editing an estimate, ensuring that each estimate sen...

Introducing Enhanced Email Features for Better Communication in Documents and Contracts

Explore Enhanced Email Features in Documents & Contracts Our latest update introduces two new features designed to enhance your email communication experience with Documents & Contracts: Email Template Preview and the ability to add CC recipients. These enhancements aim to provide better customization options and improved collaboration for your everyday document-related tasks.

Introducing Bot Response Wait Time Setting in Workflows

Introducing Bot Wait Time Before Responding in Workflows Enhance your customer interactions with our new Bot Response Wait Time setting within workflows. This feature provides you with increased control over how your AI bot responds during interactions, allowing you to tailor response times for specific use cases like appointment bookings or casual conversations.

Enhance Your Navigation Menu with Dropdown Icons We are excited to introduce new enhancements that will elevate your navigation experience on the SMBcrm platform. Dropdown Icon: We've added a clear, visual indicator that signifies when a menu item can be expanded.

Transform Your Blog with the New Table of Content Feature

Enhance Your Blogging Experience with the New 'Table of Content' Feature We're excited to announce a valuable addition to our blog editor that is sure to transform the way you structure and share your content. Introducing the 'Table of Content' feature — designed to improve navigation and enhance the readability of your blog posts.

Streamline Your Schedule with New Calendar Notifications and Appointment Filters

Now, you can specify the "From" Name and "From" Email in your notifications. This change allows you to maintain a consistent and professional appearance.

New Feature: Dynamic Routing for Opportunity Modal We are excited to announce the introduction of dynamic routing for the Opportunities modal. Key Features Direct Access: With dynamic routing, you can now access specific opportunities directly with a unique URL, making it easier than ever to focus on the details that matter.

Year in Review​

Key Stats​

January 2024​

Introducing New Save and Publish Features for an Enhanced Funnel/Website Builder Experience​

Introducing the Undo/Redo Functionality in our Form/Survey Builder​

Unveiling a Major Enhancement: Mobile Responsive Editing in Funnel and Website Builder​

Introducing the Auto Responder: Enhance Your Interaction with Form and Survey Respondents​

Streamlined Global Link Customization Now Available in Email Builder​

Streamlined Global Link Customization Now Available in Email Builder​

Introducing Our Robust Defense Against Clickjacking in Funnels!​

Exciting New Features Added to Advanced Workflow Builder​

Introducing Payment Element in Forms​

New Payment Element Now Available for Forms​

Introducing Enhanced Communication with Fixed Special Characters​

Issue Resolved: Correct Lead Value Update on SMBcrm Platform​

Introducing Enhanced Text Area Controls in Conversation AI​

Enhanced Invoice and Payments Triggers: Introducing "Amount Due" and "Amount Paid" Fields!​

Expanded UTM Options in Custom Variable Picker​

Exciting Enhancements for Mobile User Experience​

Introducing Transaction Filtering: Precision and Speed in Your Data Management​

Exciting Tap to Pay Expansion​

Introducing 13 Powerful Call Tracking Widgets for Enhanced Performance Tracking​

Introducing the Game-Changing Hands-on Documents & Contracts​

Introducing Hands-on Documents & Contracts: Upgrade Your Business​

Introducing Membership Questions: Streamline Onboarding and Gather Vital Information​

Introducing: Manual Backups for WordPress Hosting!​

Boost Your Brand Presence: Add Multiple TikTok Business Accounts in Social Planner​

Exciting Updates for Multi-File Upload Feature: More Control and Flexibility​

Introducing the Preview Dashboard: Enhance Your User Experience!​

Introducing the What's New Button: Enhance Your Calendar Experience​

Enhanced Customization for Viewing Calendar Appointments​

Introducing the Upgraded Neo Widget: Elevating User Experience and Conversion Rates​

Express Your Creativity: New Updates to Social Planner's Image Editor​

Take Control of Your Calendar Integration​

Introducing Enhanced Spacing Options for Funnel and Websites Builder​

Introducing Enhanced Contacts Page with Payment History Display​

New Enhancements for Order Form Payments​

Expanding Opportunities with Our Listings​

Revolutionizing Appointment Scheduling: Introducing Dynamic Team Assignment​

Introducing Free Number Formatter and Date Formatter: Enhance Your Data Management​

Introducing Conversion Metrics for Email Campaigns​

Introducing Standalone Tasks​

Channeling Enhanced User Experience with Our IVR Connect Call UpdatesPatch Up Alert: IVR Gather Input Action​

Exciting Enhancement: Coupon Codes Now Useful for One-Time and Recurring Products​

New and Improved User Interface for Our Text Editor​

Exciting Updates for Efficient Bot Training​

Introducing: Dynamic Intent-Switching Feature in Conversation AI​

Introducing Live Chat Triggers and Actions in Workflows​

Introducing: Elevating User Experience with Contact Engagement Score​

SMBcrm Unveils Exciting Enhancements to Client Portal​

Introducing New Features: Custom Values Folder​

Introducing Enhanced Coupon Usage Controls​

Exciting Product Updates: Enhanced Copy Contact Action​

Exciting Upgrades for a Seamless Mobile Experience​

Exciting Product Updates Now Available!​

Introducing New Updates to Calendar Availability​

Introducing Loom Video Support: Enhance Your Emails with Dynamic Content​

Introducing Enhanced Domain Connect: Effortlessly Manage URL Redirects for www Domains​

Showcasing Currency Versatility in Our Latest Feature​

Introducing the Show/Hide Field Conditional Logic​

Introducing the Streamlined Course Migrator​

Introducing Payment Links: Effortless Online Selling for Any Website​

Introducing Payment Links: Effortless Online Selling for Every Business​

Introducing the Enhanced Dashboard Widgets: Discover the Power of the "IS ALL OF" Operator​

Introducing Seamless Addition of New Affiliates​

New Feature Update Inventory Limit for Products​

Unleashing the Power of Split Action​

New Feature Announcement: Personalized Brand Domains for Your Account​

Introducing the Cart Icon: Streamlined Navigation for E-commerce Stores​

February 2024​

Introducing the Image Slider in Email Builder​

Seamless Calendar Sync: New Update and Automated Notifications​

Enhanced Communication Features: View Contact Notes with Ease​

Enhance Your Communities: Introducing Paid Courses​

Improved Membership Analytics and Other Updates​

Exciting New Enhancements to Our Membership Platform​

Improved Default Email Sender Features​

Improved Communication and Task Management Features for Better Mobile Experience​

Customize Your Service Menu with Custom Code​

Introducing Multilingual Support for Documents and Contracts​

Year in Review

Key Stats

January 2024

Introducing New Save and Publish Features for an Enhanced Funnel/Website Builder Experience

Introducing the Undo/Redo Functionality in our Form/Survey Builder

Unveiling a Major Enhancement: Mobile Responsive Editing in Funnel and Website Builder

Introducing the Auto Responder: Enhance Your Interaction with Form and Survey Respondents

Streamlined Global Link Customization Now Available in Email Builder

Streamlined Global Link Customization Now Available in Email Builder

Introducing Our Robust Defense Against Clickjacking in Funnels!

Exciting New Features Added to Advanced Workflow Builder

Introducing Payment Element in Forms

New Payment Element Now Available for Forms

Introducing Enhanced Communication with Fixed Special Characters

Issue Resolved: Correct Lead Value Update on SMBcrm Platform

Introducing Enhanced Text Area Controls in Conversation AI

Enhanced Invoice and Payments Triggers: Introducing "Amount Due" and "Amount Paid" Fields!

Expanded UTM Options in Custom Variable Picker

Exciting Enhancements for Mobile User Experience

Introducing Transaction Filtering: Precision and Speed in Your Data Management

Exciting Tap to Pay Expansion

Introducing 13 Powerful Call Tracking Widgets for Enhanced Performance Tracking

Introducing the Game-Changing Hands-on Documents & Contracts

Introducing Hands-on Documents & Contracts: Upgrade Your Business

Introducing Membership Questions: Streamline Onboarding and Gather Vital Information

Introducing: Manual Backups for WordPress Hosting!

Boost Your Brand Presence: Add Multiple TikTok Business Accounts in Social Planner

Exciting Updates for Multi-File Upload Feature: More Control and Flexibility

Introducing the Preview Dashboard: Enhance Your User Experience!

Introducing the What's New Button: Enhance Your Calendar Experience

Enhanced Customization for Viewing Calendar Appointments

Introducing the Upgraded Neo Widget: Elevating User Experience and Conversion Rates

Express Your Creativity: New Updates to Social Planner's Image Editor

Take Control of Your Calendar Integration

Introducing Enhanced Spacing Options for Funnel and Websites Builder

Introducing Enhanced Contacts Page with Payment History Display

New Enhancements for Order Form Payments

Expanding Opportunities with Our Listings

Revolutionizing Appointment Scheduling: Introducing Dynamic Team Assignment

Introducing Free Number Formatter and Date Formatter: Enhance Your Data Management

Introducing Conversion Metrics for Email Campaigns

Introducing Standalone Tasks

Channeling Enhanced User Experience with Our IVR Connect Call UpdatesPatch Up Alert: IVR Gather Input Action

Exciting Enhancement: Coupon Codes Now Useful for One-Time and Recurring Products

New and Improved User Interface for Our Text Editor

Exciting Updates for Efficient Bot Training

Introducing: Dynamic Intent-Switching Feature in Conversation AI

Introducing Live Chat Triggers and Actions in Workflows

Introducing: Elevating User Experience with Contact Engagement Score

SMBcrm Unveils Exciting Enhancements to Client Portal

Introducing New Features: Custom Values Folder

Introducing Enhanced Coupon Usage Controls

Exciting Product Updates: Enhanced Copy Contact Action

Exciting Upgrades for a Seamless Mobile Experience

Exciting Product Updates Now Available!

Introducing New Updates to Calendar Availability

Introducing Loom Video Support: Enhance Your Emails with Dynamic Content

Introducing Enhanced Domain Connect: Effortlessly Manage URL Redirects for www Domains

Showcasing Currency Versatility in Our Latest Feature

Introducing the Show/Hide Field Conditional Logic

Introducing the Streamlined Course Migrator

Introducing Payment Links: Effortless Online Selling for Any Website

Introducing Payment Links: Effortless Online Selling for Every Business

Introducing the Enhanced Dashboard Widgets: Discover the Power of the "IS ALL OF" Operator

Introducing Seamless Addition of New Affiliates

New Feature Update Inventory Limit for Products

Unleashing the Power of Split Action

New Feature Announcement: Personalized Brand Domains for Your Account

Introducing the Cart Icon: Streamlined Navigation for E-commerce Stores

February 2024

Introducing the Image Slider in Email Builder

Seamless Calendar Sync: New Update and Automated Notifications

Enhanced Communication Features: View Contact Notes with Ease

Enhance Your Communities: Introducing Paid Courses

Improved Membership Analytics and Other Updates

Exciting New Enhancements to Our Membership Platform

Improved Default Email Sender Features

Improved Communication and Task Management Features for Better Mobile Experience

Customize Your Service Menu with Custom Code

Introducing Multilingual Support for Documents and Contracts