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February 2025 Updates

· 21 min read
SMBcrm Team
SMBcrm Team
Product Team

Overview​

February 2025 brought 78 updates to SMBcrm, with focus on AI & Machine Learning, Workflows & Automation.

Transform Your Course Discussions with Visual Commenting​

Our new image and GIF features elevate commenting to a whole new level, providing dynamic and engaging interactions. Visual Commenting: A Closer Look Seamless Image & GIF Integration Our latest addition allows you to effortlessly enhance your lecture discussions: Drag, Upload, or Paste: You can now easily drag, upload, or paste images and GIFs directly into your lecture comments.

Instagram Ads Integrated into Ad Manager​

Instagram Ads Now Available in Ad Manager What's New in Ad Management. Key Features: Relocated Facebook Page Selector: The selector for the Facebook page has been moved into the main campaign builder flow, making it easier to align your Facebook and Instagram efforts.

Accurate Rendering for Special Characters in Documents and Contracts​

Enhanced Rendering for Special Characters in Documents & Contracts We are pleased to announce a critical enhancement to our Documents & Contracts feature. Explore More Features Don't miss out on our other recent updates that aim to enhance your experience: Comprehensive Email Content Error Detection Update Introducing the Template Library for Documents and Contracts For further assistance or qu...

Smart Search Update for Effortless Template Browsing​

With our new smart search update, you can now delve deeper into our vast library using tags and categories, not just template names. Why It Matters Faster Search With the new update, discover the exact templates you need in record time.

Custom Code Panel Enhancement for Improved Rendering and Code Handling​

This enhancement addresses a previously observed issue where custom values were not rendered properly, particularly when they featured lengthy keys or line breaks mid-sequence. Why This Matters to You Accurate Rendering Custom values now display accurately, regardless of the complexity of their keys or the presence of line breaks.

Introducing Enhanced Accessibility Features Across Media Library URL Redirects and Domains​

Enhanced Accessibility Features Across Media Library, URL Redirects, and Domains We're thrilled to announce the latest enhancements designed to make our platform more accessible and user-friendly for everyone. Accessibility is essential, and we're committed to providing a seamless experience across all of our features.

Automate Custom Object Management with New Workflow Actions​

Introducing New Workflow Actions: Efficiently Manage Custom Object Records We're excited to bring you enhanced automation capabilities with our latest update, introducing three new workflow actions designed to streamline the management of custom object records. Seamlessly associate the newly created record with a contact using a predefined label.

Effortlessly Manage Reviews Across 40+ Platforms with New Integration Update​

You can now effortlessly integrate and manage reviews from over 40 platforms directly within your account, simplifying reputation management like never before. Improved Customer Engagement: Respond more swiftly to customer feedback, fostering better relationships.

Introducing Dynamic Payment Scheduling in Documents and Contracts​

Deposits and Payment Plans on Documents & Contracts We're excited to announce a new feature that offers greater flexibility and automation in handling payments through Documents and Contracts. This latest update introduces the ability to add tailored payment schedules to your product lists, enhancing how you manage financial agreements and interact with signers.

Enhance Your Insights with Multi-Metric Support in Dashboards and Custom Reports​

Introducing Multi-Metric Support for Dashboards and Custom Report Charts We're excited to share that you can now elevate your reporting capabilities with the addition of multi-metric support for dashboards and custom report charts. This new feature enables you to delve deeper into your data, providing comprehensive insights to drive smarter decisions.

Simplify Transactions with Auto-Applied Coupon Codes in Payment Links We're excited to announce a new feature designed to make your payment processes smoother and more efficient: auto-application of coupon codes in payment links. Key Features of Auto-Applied Coupon Codes Automatic Coupon Application: Easily apply coupon codes automatically when creating and sending payment links.

We're excited to introduce a new feature that adds convenience and control to your payment processes. You can now automatically deactivate payment links after a specific date, ensuring that payments are collected only within your desired timeframe.

WordPress PHP Version Update Management Now Available​

WordPress PHP Version Update Now Live. We're excited to announce a new feature that will significantly enhance your WordPress hosting experience: PHP Version Update Management.

WhatsApp Template Integration in Snapshots for Agencies​

This added functionality means you can efficiently copy and manage templates across multiple accounts, eliminating manual recreation and ensuring a seamless workflow across various business locations. What's New in WhatsApp Template Support.

Enhance Your Scheduling with New Calendar Activity Log Features​

Improved Third-Party Update Tracking One of the key updates is the enhanced tracking of third-party calendar events. Updates made in platforms like Google Calendar, Outlook, or iCloud will now be logged as "Updated by Third Party" in the activity logs.

Incoming Call Transfer Now Live on Refreshed Dialer​

Enhanced Call Management: Transfer Incoming Calls Now Available We are excited to announce a feature upgrade that many of you have been anticipating. With our latest update, you can now transfer incoming calls on the refreshed dialer.

Dialer Refresh Experience a Cleaner and More Efficient Dialing Experience​

Dialer Refresh: Experience a Cleaner and More Efficient Dialing Experience 🌟 A Fresh New Look Our latest update introduces a refreshing change to the dialer that promises a cleaner interface for seamless communication. Explore the new look and feel with these intuitive enhancements.

Introducing Profile Progress Tracker and Health Score for Business Success​

Enhance Your Business with Profile Progress Tracker & Profile Health Score We are thrilled to unveil our new Profile Progress Tracker & Profile Health Score. These innovative features are designed to help you effortlessly optimize your business profile for greater success.

Introducing Default and Category Completion Certificates for Courses​

Here's what you can expect with this new feature: Automatic Default Certificates: Each new course now comes with a built-in default certificate, making setup easier and saving you valuable time. Direct Viewing of Templates: You can now view templates attached to a course completion certificate directly from the course builder, ensuring a seamless design experience.

Enhance Your Collaboration with Builder-Side Image and GIF Support​

Builder-Side Image Support: Elevate Your Collaborative Experience Creators can now enjoy a more dynamic collaboration environment on the builder side with enhanced image and GIF support. Key Features: Easy Integration: Drag, upload, or paste images and GIFs directly into comments without any hassle.

Boost Your Productivity with Enhanced Contacts Module Features​

Let's take a closer look at what's new: Tags: First-Glance One-Click Access We have improved the visibility of tags within the Contacts Module. Tags are now prominently displayed at the contact level, providing you with effortless, one-click access to view and take actions relevant to each tag.

Enhanced QR Code Functionality Now with Improved Quality and New Formats​

Improved PNG Quality One of the key updates is the enhancement of PNG quality. With a higher Pixels Per Inch (PPI), QR codes generated will now have significantly better resolution.

Create Appointment Note Workflow Action Enhances Scheduling Automation​

Streamline Your Appointment Management with the New Create Appointment Note Workflow Action We're thrilled to introduce an exciting new workflow action under the Appointments category: Create Appointment Note. This innovative feature allows users to automate the process of note-taking for appointments, enhancing record-keeping and significantly reducing manual effort.

Introducing the New Media Library in Our Mobile App​

We're thrilled to introduce the new Media Library, now available on the mobile app, offering a centralized space where you can upload, organize, and access all your media seamlessly. Cross-Module Integration: Experience seamless media usage across your preferred features like Social Planner and Conversations.

Unlock Efficient Document Handling with Enhanced PDF Upload Features​

Streamline Your Document Management with New PDF Upload Capabilities Enjoy an improved document management experience with our latest feature enhancement that allows you to upload multiple PDFs at once and rearrange pages before submission. With our new feature, you can now select and add multiple PDFs all in one go.

Streamlined Company Settings Experience in SMBcrm Update​

Discover the Updated Company Settings Experience At SMBcrm, we're continually refining our platform to enhance user experience and improve efficiency. Clicking on Settings > Companies will now redirect users directly to Settings > Objects > Companies.

Expand Your Booking Widget with Five New Language Options​

The Booking Widget now proudly supports five additional languages: French (Canada) 🇨🇦 French (France) 🇫🇷 Swedish 🇸🇪 Finnish 🇫🇮 Norwegian 🇳🇴 These new options can be selected directly within your Booking Widget preferences, allowing for greater consistency with your platform-wide language settings. Improved Localization By providing these options, we ensure a more consistent, native-language use...

Introducing Branching for Enhanced Workflow Customization in Find Contact Action​

This update introduces branching support, offering a more robust customization capability for users managing their workflows. New Behavior With the new branching support, users can now define distinct paths in their workflows depending on whether a contact is found.

Enhanced Mobile Navigation Menu with Text Wrapping Feature​

With this enhancement, the navigation menu on mobile devices will now support text wrapping, ensuring a cleaner and more user-friendly interface. Improved Text Overflow Handling Previously, long navigation menu items could extend beyond their allocated space on mobile devices, which sometimes led to a cluttered display.

Enhance Control Over Subscription Payment Retries with New Configuration Options​

Subscription Settings - Failed Payment Retries Configure Payment Retries to Enhance Subscription Management We are excited to offer a new feature that provides enhanced control over subscription payment retries in the event of payment failures. Key Features Flexible Retry Configuration: You can now configure up to 3 payment retries for subscriptions when a payment failure occurs.

Doubling Backup Retention for Enhanced WordPress Hosting​

Extended Backup Retention for WordPress Hosting We are excited to announce a significant enhancement to the WordPress Hosting service available on our platform. Users can now access backups from the last 30 days, an improvement from the previous 14-day limit.

Introducing LC Plugin 2.0 for Enhanced WordPress Hosting​

This update simplifies how you use features like Phone Numbers, Email SMTP, and Forms within your WordPress environment without the need for tedious manual setups. Enhanced Security with OAuth Security is at the forefront with the new LC Plugin 2.0.

Introducing Media Management for Enhanced Brand Presence on SMBcrm​

Upload Business Logo & Gallery Media in Online Listings Enhance Your Brand Presence with SMBcrm's Latest Feature We're thrilled to announce that you can now upload, manage, and edit business logos and photos directly within SMBcrm. This new functionality ensures a consistent and professional brand presence across all your listings, making it easier than ever to manage your business’s online image.

Enhance Your Listings with Address Privacy and Expanded Service Areas​

Enhance Your Business Listings: Hide Address & Add Service Areas We're excited to introduce two new features aimed at empowering service-based businesses that operate without a fixed address or wish to clearly define their service areas: Key Feature Highlights Hide Business Address Privacy with Presence: Maintain your online presence while keeping your physical location confidential. A new chec...

Enhance Your Workflows with the New Terms and Conditions Filter Feature​

Enhance Your Workflows with the New T&C Filter Feature We are excited to announce a powerful new feature in our workflows—the Terms and Conditions (T&C) Filter. This addition allows accounts to filter users based on their agreement status with the Terms and Conditions, ensuring that workflow steps are effectively aligned with compliance needs.

Communities Platform Introduces Expanded Email Preferences and PayPal Support​

These new enhancements expand your email preference options and introduce improved functionalities to keep your community management seamless and efficient. New Email Preferences The community platform now supports 14 new email preferences.

Introducing Stop Bot Action for Smarter Customer Interactions​

Introducing the Stop Bot Action: Enhance Your Customer Conversations We're excited to announce the addition of the Stop Bot Action feature, designed to streamline your AI bot interactions and enhance your customer service experience. This feature allows for intelligent stoppage of the bot's responses based on specific conditions, ensuring more efficient and fruitful engagements with your custom...

Introducing Facebook Multi Page Support for Seamless Social Media Management​

Enhance Your Social Media Management with Facebook Multi Page Support We're pleased to introduce Facebook multi page support, now available for all accounts on our platform. This feature allows seamless management of activities across multiple Facebook pages, providing you with more flexibility and efficiency.

Toll Free Number Verification for SMS Now Required​

Toll Free Number Verification for SMS: Ensure Seamless Communication As part of our ongoing efforts to enhance your communication capabilities, we now require verification of toll-free numbers for sending SMS messages. Below, we detail the new verification steps to guide you through this update.

Introducing Smarter Offer Management on the Product Page​

The new update brings significant improvements to how offers are managed and displayed directly from the product page. All-in-One Offer View With the improved Offers table, you can now view all offers linked to a particular product in one cohesive view.

Introducing Google Search Ads Integration in Ad Manager​

You can now seamlessly connect your Google account and launch responsive search ad campaigns in just a few easy steps.

Explore New Payment Widgets for Enhanced Financial Insights​

Discover Enhanced Financial Insights with New Payment Widgets Explore our latest feature aimed at elevating your dashboard experience with robust payment widgets, designed to help you effortlessly track and analyze revenue trends. With these widgets, you can now visualize crucial payment metrics directly on your dashboard, enabling a quick overview of your financial performance.

Streamline Affiliate Management with Customer Deletion Feature​

Enhance Your Affiliate Management Experience with Customer Deletion Managing your affiliate program on SMBcrm has now become more streamlined and efficient. We are excited to announce the latest update that allows users to delete customer records under any affiliate profile.

Streamlined Data Retention and Auto-Deletion Process Unveiled​

Effective Data Management: Courses Data Retention & Auto-Deletion Update We're excited to announce an update to our data retention and management process for product data associated with locations.

Introducing Customer Deletion for Streamlined Affiliate Management​

Simplify Your Affiliate Management with Customer Deletion Feature Managing your affiliate program just got a whole lot smoother. At SMBcrm, we're pleased to announce an enhancement that allows you to delete customers under any affiliate, providing you with greater control over your customer records and affiliate data.

Advanced Course Unlock Options Now Available in Communities​

Advanced Course Unlock Options in Communities We're excited to announce a new update designed to give community admins more flexibility with course access. With the revamped course unlocking system, you can now tailor course availability according to your community's specific needs.

Enhance Client Experience with Custom URL Redirection in Documents and Contracts​

Enhance Client Experience with Custom URL Redirection in Documents & Contracts What's New. We are excited to introduce a seamless feature designed to enhance your client's journey: Custom URL Redirection.

Streamlined Google Business Profile Page Management Enhancements​

The new updates streamline navigation and selection, ensuring a more efficient and seamless integration process. Key Enhancements Group & Page Selection: Users can now select a group and view all the associated pages before proceeding with the integration, providing a structured approach to page management.

Automatic Hosting for Seamless Third-Party Image Management​

Introducing Automatic Hosting of Third-Party Images We are excited to announce a new feature designed to enhance your experience with image handling in our platform. This update introduces a more reliable method for managing images sourced from third-party providers like Unsplash and Pixabay.

Auto-Complete Address Feature Boosts Ecommerce Checkout Efficiency​

Enhance Your Ecommerce Checkout with Auto-Complete Address Feature Efficient checkouts are a crucial aspect of any ecommerce store. We're excited to introduce the Auto-Complete Address feature, designed to elevate your customer’s shopping experience by offering smooth and error-free transactions.

New Payment Methods Unveiled for UK Australia Malaysia and US Customers​

New Payment Options for Greater Flexibility We are excited to announce the availability of several new payment methods to enhance your payment processing capabilities. This update broadens the options available to our customers in the UK, Australia, Malaysia, and the US, allowing you to reach more clients and provide a more seamless payment experience.

Enhance Your Strategy with Optional End Time for Dynamic Timers​

Optional End Time for Dynamic Timer Enjoy more flexibility and control with our new update to dynamic timers. You can now set a timer to end after a specific duration, starting from when the email is opened or sent.

Enhanced Response Info Feature Launch in Conversation AI​

Discover the Enhanced Response Info Feature in Conversation AI Our latest update to the Response Info feature brings three dynamic enhancements designed to improve tracking and transparency when using AI-generated responses: Agent Preview, Chat History Tab, and Action Execution History. Chat History Tab: Gain insight into previous conversations used to form AI responses for improved context.

Introducing Manual Payments for Forms and Surveys​

You can now support manual payments directly within forms and surveys, allowing you to sell products with greater convenience. Discover the added capabilities this feature brings and how it can benefit your operations.

Introducing Enhanced Course Management Features in SMBcrm​

Discover Community Groups in Course Preview for Enhanced Management Great news for our SMBcrm users. We're pleased to announce the release of new enhancements designed to make managing your products, specifically courses, more efficient than ever before.

Boost Your Blog Visibility with the New Featured Post Feature on SMBcrm​

Introducing Featured Post for Your Blog on SMBcrm We're thrilled to unveil a new enhancement to your blogging experience— the Featured Post feature. This new addition empowers you to strategically spotlight key content, driving engagement and optimizing visibility.

Introducing Smart Push Notifications for Enhanced Client Engagement​

Enhance Engagement with Smart Push Notifications for Client Portals We're thrilled to introduce a dynamic new feature on SMBcrm: the "Smart Push Notification" workflow action. How It Works Our Smart Push Notification feature adds a layer of sophistication to your communication strategy.

Introducing Trash Functionality in Media Storage​

This feature allows you to manage your media files with greater flexibility and peace of mind. Seamless File Recovery Experience The new trash functionality provides a crucial safety net for your digital assets.

Enhance Data Collection with the New Other Option in Forms and Surveys​

Enhance Your Data Collection with the New "Other" Option in Forms & Surveys We're thrilled to introduce a new feature designed to give users more freedom and flexibility when filling out forms and surveys— the "Other" option. With this feature, respondents have the flexibility to select "Other" and type a response tailored to their specific input.

Introducing Enhanced Analytics for Browsers and Client IPs​

Unveiling New Analytics Features: Top Browsers and Client IPs The latest enhancements to our site analytics provide you with deeper insights into your visitor behavior, spotlighting the top browsers and client IPs. These updates aim to empower you with the knowledge needed to optimize your site for better performance and engagement.

Introducing the Enhanced Default Dialer Experience​

Introducing the New Default Dialer: Enhanced and Empowered The wait is finally over. Our new and improved dialer is now your default tool for making calls.

Flexible Affiliate Management with Customer EnableDisable Feature​

Introducing Flexible Affiliate Management with Customer Enable/Disable Feature Managing your affiliate program just got even more flexible. We are excited to announce a new feature in our Affiliate Manager that allows you to enable or disable customers under any affiliate.

Customize Recurring Emails with New Template Options in Reputation Management​

✨🎉 We're excited to unveil a new feature designed to enhance your Reputation Management capabilities by allowing greater personalization and automation of your recurring emails. You can now assign different email templates to your review request communications, ensuring each interaction is effectively tailored to your audience.

Enhance SMS Compliance with New Sender ID and Opt-Out Features​

Enhanced SMS Compliance with Sender ID and Opt-Out Updates We’re pleased to share the latest updates to our SMS compliance features, designed to align with regulatory standards like A2P 10DLC. The updates are now live and will impact all users across the platform.

Enhance Site Security with Automatic Updates Management for WordPress​

Keep Your WordPress Sites Secure with Automatic Updates Management Keeping your WordPress sites updated and secure is now simpler and more efficient with our new Automatic Updates Management feature. This update enables automatic updates for WordPress Core, Plugins, and Themes, minimizing manual efforts and boosting overall security and performance.

Introducing the Prospect Generated Workflow Trigger for Seamless Lead Management​

This update provides a streamlined approach to lead management, ensuring efficient actions for new prospects created through both our Prospecting Tool and embedded widgets. Here's how this update can benefit you: Key Features & Enhancements 1.

Track Top Email Campaigns by Click and Open Rate Now Available​

Enhance your email marketing strategy using our latest feature that allows you to track your top email campaigns by click rate and open rate, in addition to revenue. Our updated analytics lets you monitor the top 5 email campaigns, giving you crucial insights based on the metrics that matter most.

Effortless WooCommerce Product and Collection Import Now Available​

You can now seamlessly import and sync your products and collections from your WooCommerce store to our platform. How to Use the New Feature Access the Integration Settings: Find the WooCommerce integration within an account under Settings > Integration > WooCommerce.

Seamlessly Move Entire Folders with Our Updated Media Tool​

Our Media Storage tool now supports moving entire folders, allowing you to seamlessly relocate not just files, but entire subfolders. Choose Your Destination: You have the option to select an existing folder or create a new one to house your media.

Key Enhancements 15-Minute Magic Link Expiration: Magic links now come with a 15-minute expiration period to significantly reduce the vulnerability window for potential misuse. Encrypted Secret Token: The secret token is now encrypted, securing users’ login information and enhancing overall portal security.

Introducing New Margin Edit Features for Enhanced Design​

Enhance Your Design with the New Margin Edit Capability Are you looking for more design freedom and better typography control on your website layouts. We're excited to announce new features that enhance your ability to adjust margins between layouts and customize text tag spacing for optimal design precision.

Enhanced Border Customization for Precise Design Control​

Border Customization – Color, Radius & Thickness Elevate Your Design with Enhanced Border Customization We're thrilled to announce a new feature aimed at enhancing your design capabilities—customizable border settings. With the ability to adjust border color, thickness, and radius globally or per edge, you now have more freedom to create distinctive and polished designs.

Efficient Certificate Cloning for Seamless Management​

Clone Certificates: Streamline Your Certificate Management With the new certificate cloning feature, managing your certificates has never been easier. This enhancement allows you to efficiently replicate certificate templates across multiple locations, saving both time and effort.

Enhance Ad Targeting with Custom Audiences from Smart Lists​

Ad Manager: Create Custom Audiences Using Smart Lists for Enhanced Targeting We are thrilled to announce a new feature that allows you to create customer list custom audiences directly from smart lists. How It Works Creating Customer List Custom Audiences: You can now create custom audiences from your smart lists in two different stages — via the Ad Manager Settings and during campaign creation.

Dynamic Field Assignment to Sender Enhances Document Management for Teams​

Dynamic Field Assignment to Sender: Streamlining Document Management for Multi-Membered Teams SMBcrm is excited to unveil a new feature in our Documents & Contracts templates that will simplify your document management process: dynamic field assignment to the sender. Assign to Sender Option: Now, you can choose the "Assign to Sender" option in your document templates.

Streamline Your Schedule with Simplified Google Calendar Connection​

This new feature, known as Google Descope, makes calendar management more straightforward and secure. Key Highlights Seamless Google Calendar Connection: Now, you can connect just your calendar without integrating your entire Google account.

Multi CSS Unit Support Now Available in Funnels and Websites Builder​

You can now effortlessly select CSS units from a dropdown, including px, %, em, rem, vh, and vw for styling properties. This new feature streamlines your workflow by eliminating the need for manual unit input.

Enhanced User Permissions Unveiled in Calendar Module​

Key Updates Granular Permissions: Users now have the ability to be assigned distinct View and Manage permissions specifically for Calendars, Appointments, and Groups. This allows for a tailored access experience based on user roles and needs.