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January 2025 Updates

· 18 min read
SMBcrm Team
SMBcrm Team
Product Team

Overview​

January 2025 brought 65 updates to SMBcrm, with focus on AI & Machine Learning, Workflows & Automation.

Integrate WhatsApp for Enhanced Customer Engagement in Conversation AI Workflow​

This new feature allows you to engage clients and customers more effectively by expanding the reach of your Appointment Booking Conversation AI Bot and Conversation AI Q&A Bot. With this enhancement, these AI-driven tools can now interact with your audience directly through WhatsApp, leading to improved customer support and engagement.

Introducing the Messaging Ramp Progress Card for Enhanced User Experience​

Communication for Messaging Ramp Messaging Ramp Progress Card SMBcrm is excited to introduce a new feature that enhances the user experience and provides clarity over SMS messaging limits. Future Levels: Gain insights into the messaging capabilities available at higher levels.

Automated Tagging for Enhanced Campaign Personalization​

Automate Tagging Based on Campaign Interactions We're excited to introduce a new feature that will revolutionize how you manage email campaigns—automated tagging based on campaign interactions. Enhanced Personalization With this new update, you'll be able to automatically tag users based on their interactions such as email opens or link clicks.

Revolutionize Engagement with the Contact-Specific Countdown Timer​

Enhance Your Campaigns with the Dynamic Countdown Timer We're excited to announce a new dynamic feature that will revolutionize how you create time-sensitive campaigns. Personalize Each Campaign With this new feature, you can customize a countdown timer for each contact based on specific events such as when an email is sent or opened.

Enhance Your Workflow with New AI Bot and Status Automation​

Streamline Your Workflow with the New Update Conversation AI Bot and Status Action Introducing a new automation tool designed to enhance your bot management: the "Update Conversation AI Bot and Status" action. This powerful feature empowers users to assign specific Conversation AI bots to contacts and dynamically update their status to Active or Inactive, streamlining your interactions and opti...

Our new feature allows users to set a custom URL for redirection after a successful payment. Custom URL Redirection: Users can now specify a custom URL when creating payment links.

Seamless Blog Management Enhancements Unveiled​

New and Improved Features Intuitive Blog Creation CTA To streamline your blog setup, we've updated the blog creation landing screen with a more intuitive call-to-action "+Create Blog" instead of the previous "+New". This makes starting a new blog clear and straightforward.

Introducing Dynamic Countdown Timer Integration for Personalized Engagement​

Dynamic Countdown Timer Integration Enhance your engagement strategy with our latest feature: the Dynamic Countdown Timer Integration. This exciting update allows seamless incorporation of dynamic timers from the email builder into your funnels and website builder, offering your audience an immersive and personalized experience.

Enhanced Media Selection Empowers Social Media Planning​

Our latest update allows you to select multiple media files directly from the Media Library within the Social Planner, making the process smoother and faster than ever before. With this new feature, you can now select individual or multiple media files simultaneously, perfectly tailored to your content needs.

Introducing Custom Value Support for Canonical Links in Blogs We're excited to announce the addition of custom value support for canonical links in our Blog feature. Key Benefits Custom Canonical Links for Blog Elements Users can now add and manage canonical links for categories, authors, individual blog posts, and the blog home page through custom values.

Social Planner Update New Features and Important Bug Fixes​

Discover the Latest Enhancements and Bug Fixes in Social Planner We're excited to share the newest updates to the Social Planner, designed to make your experience smoother and more efficient. New Warning Message UI We have streamlined the appearance of warning messages.

Enhanced Review Post Scheduling for Your Social Media Strategy​

Enhance Your Social Media Strategy with Improved Review Post Scheduling In our latest update, we're excited to introduce enhanced functionalities for posting reviews on social media platforms. With these upgrades, you can now share your reviews on Facebook Stories alongside Instagram, and enjoy new customization options to align your social media content with your unique brand identity.

Introducing Auto-Invoicing for Seamless Estimate to Invoice Transition​

Streamline Your Invoicing Process with Auto-Invoicing Post Estimate Acceptance Our latest feature update introduces a significant enhancement to your invoicing workflow by allowing automatic invoice generation once an estimate is accepted. Key Features Automatic Invoice Generation: Once an estimate is accepted, you can now set up your system to automatically send an invoice.

Enhance Your Blogging with New Accessibility Features​

Enhance Your Blog Experience with New Accessibility Features We're excited to announce a significant update to our Blogs platform that focuses on accessibility enhancements. Screen Reader Compatibility We've improved the compatibility of our Blogs with screen readers, which means core elements now work in harmony to provide clear, spoken feedback and assistance.

Enhancements to Trigger Links Table: Access Trigger Link Keys with Ease New Feature: Trigger Link Key Column in the Trigger Links Table We're delighted to announce an enhancement to the Trigger Links feature that promises to make your workflow smoother than ever. We've added a new column to the Trigger Links table to display the Trigger Link Key directly.

Ad Manager Now Offers Enhanced Capabilities for Live Campaigns​

Your campaigns will now remain more effective and relevant throughout their duration. Expanded Editing Capabilities: You can now modify various aspects of a live or 'In Review' ad campaign, beyond just the budget.

Companies Module Gets Major Enhancements for Improved Management and Workflow​

Exciting Update: Companies Module Enhancements We are thrilled to announce a significant release of new features to our Companies module, aimed at improving how you interact with and manage your company records. With these updates, you'll experience increased customization, improved data management, and streamlined workflows.

Customizable Shipping Fields Now Available for E-Commerce Checkout​

Enhance Your E-Commerce Checkout with Customizable Shipping Fields Great news for e-commerce store owners. You can now fully tailor the Shipping Details section on your checkout page.

Introducing Customizable Certificate Expiry Reminder Emails​

Customize Your Certificate Expiry Reminder Emails We're excited to introduce a new update that enhances your ability to manage certificate expiry notifications. Users now have the flexibility to set their own preferred intervals for reminder emails, moving away from the previously fixed options of 2 and 7 days before expiry.

Enhance Your Messaging with WhatsApp Coexistence for Seamless CRM Integration​

Enable WhatsApp Coexistence for Enhanced Messaging Capabilities We're thrilled to introduce the new WhatsApp Coexistence feature. Key Benefits Dual-Platform Flexibility: You can now simultaneously use your WhatsApp Business App along with our CRM platform.

Seamlessly Import QuickBooks Invoices to Streamline Your Workflow​

Introducing Invoicing: Import Previous Invoices from QuickBooks Streamlining business operations just got easier with the new capability to import invoices from QuickBooks directly into your account. How to Use the New Import Feature With this new feature, you can efficiently import all existing invoices from QuickBooks during your initial setup.

Discover Expanded Dashboard and Reporting Features​

Discover New Dashboard and Reporting Enhancements We've listened to your feedback and enhanced the dashboard and reporting features to give you greater control and insight. Explore the new fields and filters added to your experience.

Enhance Bot Management with Quick Action Buttons​

These new functionalities enable streamlined workflows and ensure consistency across all operations. What's New in Quick Action Buttons.

Enhance Your Workflow with Widget Duplication on SMBcrm Dashboard​

What's New: Streamline Your Dashboard with Widget Duplication Save time and enhance productivity with the latest update to your SMBcrm dashboard. You can now duplicate widgets directly within a dashboard, making it easier than ever to create similar widgets without the hassle of starting from scratch.

Enhance Payment Flexibility with Classic Widget Update​

Payment Gateway Support The Classic Widget now supports a comprehensive range of payment gateways, enabling broader payment options for users: Stripe: Support includes Card, Apple Pay, Google Pay, iDEAL, and Bancontact. NMI Authorize.net Square Razorpay Functional Capabilities Bringing parity to our widgets, the Classic Widget now mirrors the payment functionalities available in the NEO Widget.

ResendToUnopened Now Available for RSS and Batch Schedule Campaigns​

This new feature empowers you to effectively re-engage contacts who haven't opened your initial email, maximizing your campaign's impact. Re-Engage Your Unopened Contacts In the past, the ResendToUnopened feature was only accessible for "Send Now" campaigns, which posed limitations when trying to reconnect with unopened contacts in RSS and Batch Schedule email solutions.

Enhanced Document Management with Email Template Integration​

Streamlined Document Management with Email Template Integration Overview We're excited to introduce a new feature designed to enhance your document management experience. With our latest update, you can now seamlessly link email templates to document templates and individual documents.

Seamlessly Move Posts Across Channels in Communities Feature Update​

Communities Feature Update: Move Posts to Different Channels We're excited to introduce a convenient new feature that enhances your post management capabilities within communities. Now, you can easily move posts to different channels, making content organization more seamless than ever.

Enhanced Granular Permissions for Team Management​

That's why we're excited to introduce new granular permission settings for Team Management. What’s New in Team Management Permissions Under the Account Settings, we've implemented two key permission settings: View Team Members: Grants only view access, allowing designated team members to see information without making any changes.

Enhanced Background Color Customization in Email Builder​

Enhanced Customization for Your Text Elements in Email Builder Elevate your email design with our latest feature update, allowing you to add background colors to text-based elements like text blocks and footers. How to Use the Background Color Feature Enhancing your email content has never been easier.

Workflow Automation Feature in Conversation AI​

Introducing Workflow Automation in Conversation AI We're excited to announce a new feature that enhances the automation capabilities within your AI conversations. The "Trigger a Workflow" feature allows users to link workflows directly into AI interactions, automatically executing tasks when certain conditions are met during a customer interaction.

Country Selection Feature Enhances Global E-Commerce Checkout​

New Feature Announcement: Country Selection at Checkout for E-Commerce Stores Elevate your e-commerce store's global reach with our latest update that introduces tailored country selection capabilities at checkout. This feature enables store owners to manage and customize the countries available for shipping, enhancing the shopping experience for customers worldwide.

Introducing the New Manage Cards Feature for Streamlined Payment Management​

Manage Your Payment Options with the New "Manage Cards" Feature Managing payment methods has just become more convenient with the introduction of the "Manage Cards" feature on our platform. Key Features of the "Manage Cards" Functionality View and Manage Cards: Businesses can now view cards that are either saved as a card on file or have been used for past transactions with customers.

Enhance Your Sales Tracking with Square Location Selection​

Introducing Square Location Selection for Enhanced Payment Integration The latest update brings a valuable feature for businesses using Square as their payment provider. Users can now seamlessly select a specific Square location for their accounts during the integration process.

Introducing the New Tasks List View with Enhanced Management Features​

Tasks List View and Enhancements We are excited to bring you a brand-new Tasks List View packed with enhancements designed to optimize your task management experience. Discover how these features can help you keep track and stay organized with ease.

Introducing Additional Notes Feature for Enhanced Checkout Experience​

Introducing Additional Notes in Checkout Page for Enhanced Customer Experience We are excited to unveil a new feature designed to enhance the checkout process for ecommerce stores. Now, store owners can capture additional notes from customers directly on the checkout page.

Effortless Social Sharing for Your Blogs Now Available​

Exciting Update: Share Your Blogs on Social Platforms with Ease We're thrilled to roll out a new feature that seamlessly integrates social sharing into your blogging experience. Now, sharing your favorite blog posts with your community just got a whole lot easier.

Streamline Your Workflow with Pluck and Join Automation Tools​

Simplifying Workflow Automation: Fetch Product Details with Pluck and Join Enhance your workflow automation with our latest feature introduction: Pluck and Join helpers. Whether you're processing online store orders or handling complex data sets, this new feature ensures efficient data handling and reporting.

Enhance Checkout Experience with Auto-Complete Address Feature​

Introducing Auto-Complete Address in Order Forms Elevate your customer checkout experience with our new Auto-Complete Address feature, designed to streamline and accelerate the process for both 1-step and 2-step order forms. The Benefits of Auto-Complete Address Experience a seamless and efficient checkout flow as the Auto-Complete Address feature swiftly suggests Google-powered addresses.

Effortlessly Reorganize Document Pages with Drag and Drop Functionality​

Reorganize Document Pages for a Seamless Workflow Drag & Drop Page Reorganization We are excited to introduce the new feature allowing users to effortlessly reorganize document pages within their contracts. Features at a Glance: Drag & Drop Functionality: Easily reorder pages within a contract by simply dragging and dropping them into your desired position.

Enhance Your Dashboard with Smart Widget Suggestions​

Our new widget suggestion flow provides goal-based options designed to save you time and enhance the accuracy of your dashboard setup. Our latest update brings you a host of features designed to simplify and enhance your dashboard creation: Goal-Based Suggestions: Select predefined goals to automatically populate your dashboard with relevant widgets.

Expanded Social Analytics Now Available for YouTube Google Business Profile Pinterest and TikTok​

Unveiling Social Analytics for YouTube, Google Business Profile, Pinterest, and TikTok We're thrilled to announce the expansion of our powerful social analytics features. Initially rolled out for popular platforms such as Instagram, Facebook, and LinkedIn, we are now bringing these comprehensive insights to YouTube, Google Business Profile, Pinterest, and TikTok.

Discover the New Unlabeled Card Layout in Opportunity View​

Introducing Unlabeled Cards in Opportunity View We're excited to share a new update in the Opportunities module: the introduction of the "Unlabeled" card layout. This feature is designed to enhance how you view and manage data within your operations.

Enhanced Client Portal Streamlines Subscription Management​

What's New in Subscription Management. Viewing All Cards You can now view a comprehensive list of all the cards you've used for various subscriptions.

Estimate Creation Streamlined in Payments Tab​

Streamlined Estimate Creation Now Available in Payments Tab Exciting New Feature: Direct Estimate Creation from Contact Page We're thrilled to announce a valuable enhancement to your workflow—estimate creation is now conveniently integrated into the Payments tab directly from the contact page. This feature is designed to save you time and streamline your processes by allowing you to send estima...

Seamless Invoice Sync with Wave Accounting​

Sync Your Invoices Seamlessly to Wave Accounting Effortless Integration with Wave Great news for our users leveraging Wave Accounting for their financial needs. You can now effortlessly synchronize your invoices directly from your account to Wave.

Streamline Payments with New Opportunities Features​

Enhance Your Payment Management with New Opportunities Features We're excited to introduce a new update that will streamline your payment and estimation processes directly within Opportunities. Dedicated Payments Tab in Opportunities You will now find a specially designated Payments tab within each Opportunity.

Streamline Billing with Enhanced Recurring Invoice Generation and 2 in 1 Documents​

Introducing Enhanced Recurring Invoice Generation with 2 in 1 Documents The latest update to our documents feature brings a powerful enhancement to streamline your billing processes. You can now generate recurring invoices effortlessly at the time of signing, enhancing workflow automation and financial precision for your services.

Revamped Contacts Module Brings Streamlined Mobile Experience​

Introducing the New UI in Contacts Module of Mobile App We're excited to announce a significant update to the Contacts module in the mobile app. This complete overhaul brings you a new, streamlined experience that centralizes all essential information and actions, making your contact management more efficient than ever before.

Responsive Certificates and Seamless Download Flow Unveiled​

Discover Responsive Certificates & Improved Certificate Download Flow We're excited to announce important updates that will enhance your experience with certificates. Our latest enhancements focus on the introduction of responsive certificates and an improved certificate download flow.

Introducing Default Email Template Preview in Notification Preferences​

Enhance Your Client Portal with Preview of Default Email Templates in Notification Preferences We are delighted to introduce the latest enhancement to the Notification Preferences feature within the Client Portal. Now, with this new update, client portal owners have the added advantage of previewing default email templates.

Enhanced Execution Logs for Streamlined Workflow Views​

The updated execution logs now highlight only the end statuses. Instead of seeing two lines for each action, users will now only see statuses that are fully executed.

Auto-Media Optimization Enhances Image Handling in Social Planner​

This newest feature is designed to simplify the management of image-related issues during content scheduling, ensuring an improved and streamlined workflow. Improved Compatibility Our process automatically formats images to meet the technical specifications of various social media platforms.

Introducing WhatsApp Review Requests for Better Customer Feedback​

Send Review Requests via WhatsApp for Enhanced Feedback Collection What’s New. This new feature allows you to connect with your customers on a familiar platform, giving you a more personalized way to gather their valuable feedback.

Introducing the Template Library for Documents and Contracts​

Discover the New Template Library in Documents and Contracts What's New. We are excited to announce the launch of the Template Library, now available in the Documents and Contracts sections of our platform.

Direct Payments in Estimates Now Available in Mobile Payments​

This new feature offers users the convenience of enabling direct payment options inside an estimate before sending it to their customers. How to Use the Direct Payment Feature To take advantage of the direct payment capability, follow these steps: Access the App: Open the mobile app for your account.

Mobile App Now Lets You Download Signed Estimates Instantly​

New Feature: Mobile Payments Now Support Downloading Estimates We're excited to introduce a feature that enhances the convenience of our mobile payments: the ability to download estimates directly from the mobile app. This feature is available on our latest app update, so make sure your app is up to date to take advantage of this new capability.

In-Person Signatures Now Enabled on Mobile Payments​

Mobile Payments: In-Person Signatures Now Available We are excited to share our newest feature enhancement that simplifies mobile payment transactions - in-person signing within documents and contracts on our mobile app. Now, you can create a document using a template with a signature field directly on your mobile device.

Seamless Estimates and Invoices with a Streamlined Interface Update​

Enhanced Estimates & Invoices for a Seamless Experience Creating and managing estimates and invoices is now more intuitive and efficient. Key Features of the New User Interface Simplified Navigation for Invoice Settings: No more excessive clicking through accordions.

Introducing Customer List Custom Audience in Ad Manager​

Introducing Customer List Custom Audience in Ad Manager Improve Your Ad Targeting Strategy We are excited to announce a new feature in Ad Manager that enhances your ability to target your existing customers more precisely with ad campaigns. You can now create custom audiences by uploading a list of customers, providing a tailored approach to your marketing efforts.

Create and Send Open Invoices for Failed Subscription Payments​

New Feature: Create and Send Open Invoices for Failed Subscription Payments Seamless Payment Recovery for Subscription Failures We are excited to introduce a new functionality aimed at helping businesses effectively manage subscription payment failures. Now, when a subscription payment attempt fails with native integration payment providers, an open invoice will be automatically created and sen...

WhatsApp Channel Support Now Available in Conversation AI​

Prerequisites To utilize this feature, ensure that WhatsApp integration is already established and active in your account. Seamless Transition All existing functionalities of Conversational AI in your account are now fully operational for the WhatsApp channel.

Comprehensive Email Content Error Detection Update​

Our updated checklist now addresses a broader range of content types, ensuring thorough error tracking and detection across all elements of your emails. Now, our expanded checklist alleviates those concerns by incorporating error detection for: Images: Ensure all visuals display correctly and are properly linked.

Streamlined Notes Management Now Available in Contacts and Opportunities​

The latest update introduces several enhancements designed to improve how you organize, search, and filter your notes—making it easier to access the information you need, precisely when you need it. Improved Filters & Sorting Easily locate the notes that matter with our new filtering options.

Enhanced Product Selection for E-Commerce Stores​

Enhance Your E-Commerce Management with Product Selection per Store We’re excited to announce a new feature for our e-commerce stores that provides store owners with enhanced control over product visibility across multiple stores within an account. "Include in Online Store" Toggle Condition Enabled: Products will be available for inclusion or exclusion within the Products section of all stores.