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March 2025 Updates

· 25 min read
SMBcrm Team
SMBcrm Team
Product Team

Overview​

March 2025 brought 91 updates to SMBcrm, with focus on AI & Machine Learning, Workflows & Automation.

Introducing Top Visits by Country with Interactive Heatmap in Sites Analytics​

Discover Top Visits by Country in Sites Analytics We are thrilled to announce the latest update to our Sites Analytics dashboard—introducing the "Top Visits by Country" feature. This powerful new tool comes with an interactive heatmap, allowing you to visualize and analyze visitor distribution across various countries effortlessly.

Custom Values Retained in Document to Template Conversion​

What's New in Document & Contract Management. In response to valuable feedback, we've implemented a solution that allows custom values in documents to remain consistent when transitioning to template format.

Introducing Clearer Conference Call Billing​

Now, charges will be processed after each individual call. This has now been rectified to reflect the correct regional rate, offering a fair representation of the charges based on the actual location used.

Enhanced Bulk Action Management for CRM Contacts​

This update offers an enhanced approach to handling bulk contact operations, presenting users with improved visibility, intuitive controls, and robust error management. Redesigned Layout and Improved Statistics The new layout provides a cleaner, more readable interface.

AI-Assisted Custom Code Generation for Enhanced Workflows​

Introducing AI-Assisted Code Generation for Workflow Customization Writing custom code within workflows just became smarter, faster, and easier, thanks to a new AI-powered feature. We are excited to introduce our latest offering, Code with AI (Beta), which enables users to generate custom code snippets with just a simple description.

Introducing Commission Deletion for Streamlined Affiliate Management​

Manage Your Affiliate Program with Ease: Introducing Commission Deletion We’re excited to announce a new feature that enhances your control over managing affiliate commissions in your account. With the ability to delete certain commissions, administrators can now maintain cleaner records and better manage payout processes.

Enhanced WhatsApp Customer Service Window for Seamless Interactions​

Enhanced WhatsApp Customer Service Window Check Our latest update introduces an enhanced WhatsApp Customer Service Window Check feature. Key Enhancements Phone Number Selection: Users now have the ability to choose from all connected WhatsApp phone numbers within a single location.

Auto-Complete Address Feature Accelerates Form Accuracy and Efficiency​

Enhance Form Accuracy with Auto-Complete Address Behavior The latest update introduces a seamless Auto-Complete Address feature to improve how addresses are entered in forms and surveys. This enhancement enables faster and more accurate address entry, minimizing errors and reducing the time spent on form completion.

Enhance Your Site With New Prebuilt Mega Menu Templates​

Discover the Power of Prebuilt Mega Menu Templates Enhance your website or funnel today with our new prebuilt mega menu templates. This feature allows you to add structured and professional mega menus effortlessly, eliminating the need to build from scratch.

Enhanced Invoicing: Edit Payment Schedules and Manage Partially Paid Invoices​

Invoices: Editing Payment Schedules & Partially Paid Invoices What's New We're thrilled to announce a significant enhancement to our invoicing capabilities, providing you with unparalleled flexibility to manage your finances. Key Features Include: Invoice Details Management: Easily change the invoice due date, update the name, modify terms, and add notes as required.

Enhanced WhatsApp Outbound Messaging Flexible From Number Selection​

You now have the power to choose which WhatsApp number you use for outbound communication, thanks to the new From Number selection dropdown. The new feature introduces a selection dropdown, allowing you to pick from any connected WhatsApp numbers.

WhatsApp Marketing Templates Temporarily Paused in U.S. Starting April 2025​

Important Update: WhatsApp Marketing Templates Pause in the U.S.

Enhance Your Design with Custom Value Support for Media and Layouts​

This new feature promises easy customization and improved uniformity when managing videos, images, logos, and background layouts. Easy Customization With custom value support, you can now employ dynamic values to update media elements effortlessly.

New CRM Features for Enhanced Opportunity Tracking and Management​

Expanded Opportunity Values Enhance CRM Management We are pleased to announce exciting updates to our CRM platform that will empower users with enhanced opportunity tracking and improved data management. Explore the new features designed to optimize your sales pipeline and elevate your opportunity management.

Opportunity Custom Value Support Now in Invoices and Estimates​

Introducing Opportunity Custom Value Support in Invoices & Estimates Enhance the accuracy and efficiency of your invoicing and estimating process with our latest feature update. Now, directly incorporate Opportunity Custom Values within the "Terms & Notes" section of your invoice and estimate templates.

Enhanced User Management Permissions Unveiled​

Permissions Update: User Management Discover the Benefits of New User Management Permissions We're excited to announce a significant update in our permission settings, dedicated to enhancing user management within your CRM ecosystem. This update introduces a more granular approach by replacing the existing team management settings with a dedicated user management permission.

Cookie Consent Banner v2 with Customization Support in Funnels & Websites What's New. Here's a breakdown of what this feature offers: Customizable Banner: Tailor the appearance and user consent options to meet your needs.

Latest Updates to Dialer with Streamlined Search and Enhanced Functionality​

Key Enhancements Streamlined Search Feature: The "Calling From" option in the Dialer now supports searching by the friendly name of the phone number. This enhancement allows for a more intuitive and quicker search compared to previously, where you could only search using the phone number itself.

Streamline Your Email Strategy with New Dedicated IP Eligibility Criteria​

Enhance Your Email Strategy with Updated Dedicated IP Purchase Criteria Updated Eligibility Criteria for Dedicated IP Purchase We are excited to announce the update for purchasing a dedicated IP for accounts. New Criteria for Purchasing a Dedicated IP Previous Criteria: Contact Count: 100,000 Emails Sent in the Last 30 Days: 200,000 Updated Criteria: Contact Count: 10,000 OR Emails Sent in the ...

Export Issued Certificates Data as CSV Now Available​

New Feature: Export Issued Certificates Data as CSV Streamline Your Certificate Management with CSV Export We are excited to announce a new feature that enhances your record management capabilities: the ability to export issued certificates data as a CSV file. Key Benefits Efficient Data Retrieval: Users can now specify a date range before exporting, ensuring that only the necessary data is ret...

Introducing Meta Engagement Ads for Meaningful Customer Conversations​

Discover the New Meta Engagement Ads: Drive Meaningful Conversations What’s New. This complements the existing Lead Generation and Website Traffic objectives we offer, elevating your marketing strategies to a whole new level.

Introducing Announcement Channel and Notification Enhancements for Communities​

Announcement Channel and Notification Enhancements for Communities We are thrilled to unveil our latest feature addition: the Announcement Channel, designed specifically to streamline communication within communities. Role-Based Access Control Control Posting: With this feature, regular community members have read-only access, ensuring they stay informed without altering the content.

Introducing Smarter Resend Campaigns for Enhanced Email Management​

Managing resends is now more accessible, flexible, and effective than ever before with our latest update to email campaigns. Pre-configure Resends Now, setting up resends for unopened emails is effortless with the ability to do so directly from the send or schedule screen—streamlining the process to get your message across.

Enhanced Control for Date Property Selection in Custom Reports​

Discover Enhanced Date Property Selection for Custom Reports We're excited to introduce a valuable enhancement to our report scheduling feature, bringing you improved control over date property selection. We recognized the need for more flexibility, and we're pleased to announce the addition of a new feature: Use Widget-Level Date Settings.

Introducing Traffic by Device Type in Sites Analytics​

Announcing Traffic by Device Type in Sites Analytics We are excited to introduce a new feature in our Sites Analytics dashboard: Traffic by Device Type.

Drip Dates and Library Sorting Simplified​

📅 Drip Dates Support in Courses The drip scheduling feature has been significantly enhanced to allow for fixed drip dates, offering more flexibility in structuring your course content. Here's what you can look forward to: Fixed Drip Dates: You can now set specific release dates for lessons or modules.

Introducing Custom Value Error Warnings in Email Templates​

The new custom value error warnings in email templates offer just that, making it easier for users to identify, address, and resolve potential issues within their emails. This update introduces a functionality that displays warnings for errors associated with custom values in your email templates.

Introducing Audience Summary for Enhanced Ad Targeting​

Ad Manager: Audience Summary What’s New. We've introduced a powerful update that allows you to view a detailed summary of all audiences within our Ad Manager.

Configure Stripe Payments Seamlessly Within the Platform​

Configure Stripe Payment Methods Directly Within the Platform We are excited to announce a powerful update that allows businesses to streamline their payment processing: you can now configure Stripe payment methods directly on our platform. Key Features & Benefits Direct Configuration: Businesses can configure Stripe payment methods directly on our platform, bypassing the need to access the Str...

Introducing Enhanced Opportunity Workflow Actions​

Discover Enhanced Opportunity Workflow Actions We're thrilled to announce new and improved Opportunity-related workflow actions. New “Find Opportunity” Action Key Benefit: Quickly locate the earliest or latest opportunity for a contact.

Effortless PDF Integration in Documents and Templates​

We're excited to introduce a new feature that allows you to seamlessly integrate PDFs into your existing Documents and Templates without redoing the entire file. Here's how you can make the most of this new feature: Add a Page from the Left Panel: Simply click on the “+” symbol located in the left Pages panel to add a new page where you can upload your PDF.

Enhanced Funnel Experience with Smoother Transitions and Performance Boosts​

Funnel Experience Optimizations & Smoother Transitions Enhance your workflow with our newest updates to the funnel experience. We have addressed this by improving the transition logic, ensuring that your navigation is now seamless and consistent.

Enhance Customer Communication with the All In One Chat Widget​

Enhance Customer Communication with the All In One Chat Widget Streamline your customer interactions like never before with the new All In One Chat Widget. This feature integrates Live Chat, Email Chat, and WhatsApp Chat into a single, cohesive platform.

Introducing Quick Filters for Effortless Data Analysis​

With our newly introduced Quick Filters feature, you can now personalize your data experience without having to dive into edit mode. What’s New with Quick Filters.

Introducing Multi-Channel Review Requests to Capture More Customer Feedback​

Multi-Channel Review Requests: Capture More Customer Feedback We're thrilled to introduce our latest feature, Multi-Channel Review Requests. This dynamic new tool allows businesses to request customer reviews via SMS, Email, and WhatsApp, optimizing your reach and maximizing review collection by leveraging the communication channels your customers prefer.

Enhanced Terms and Conditions for Compliance and Customization​

Enhanced Terms & Conditions for Compliance In response to the updated A2P requirements, we've introduced enhancements to the Terms & Conditions (T&C) element within our forms. Auto-Addition with Phone Element Including the Phone element in your form will now automatically add both Transactional and Promotional T&Cs.

Similar Template Suggestions Streamline Your Search Experience​

Now, you can identify the right template with minimal hassle and save valuable time. Solution: Introducing Similar Template Suggestions To tackle this issue, our platform now analyzes the template you’re viewing and suggests similar ones.

Enhance Your Media Management with New Quick Insert and Preview Features​

Quick Insert for Faster Action To expedite your workflow, we've introduced a new "Insert Media" call-to-action that appears when a single file is selected, whether you are in single-select or multi-select mode. This enhancement enables you to insert files with just one click, reducing the time spent navigating menus.

Funnel Preview Gets Performance and Security Boost​

This leads to improved First Contentful Paint (FCP) and Largest Contentful Paint (LCP) metrics, making content visible to users faster. Security & Code Enhancements Component Name Obfuscation: To bolster security and protect code, component names are now hashed and hidden, ensuring better encapsulation and safety.

Introducing the Rate Limit Notification Banner for Contact Enrollment​

Stay Informed About Contact Enrollment Delays Proactive Delay Notification We're excited to introduce a new Rate Limit Notification Banner designed to keep you informed about any contact enrollment delays. Key Features: Visibility on Critical Pages: The new notification banner appears prominently on both the Workflow List Page and Contact Enrollment Page.

Elevate Your Invoicing with New Text Formatting Tools​

Elevate Your Invoicing: Text Formatting in Descriptions Now Live We're excited to introduce our latest feature enhancement, designed to make your invoicing experience smoother and more efficient. With text formatting capabilities now available for invoice descriptions, you can convey details with greater clarity and professionalism.

Introducing New Interaction Effects for E-commerce Store Elements​

Enhanced Interaction Effects for E-commerce Store Elements We are thrilled to announce the introduction of new hover interaction effects that will elevate the browsing experience for store visitors. Product Title Underline When users hover over product titles—be it on product listing pages, featured products, or related products—a subtle underline now appears to catch the visitor's attention.

Introducing Default Sorting Options for Enhanced Product Displays​

Enhance Your E-Commerce Store with Default Sorting Options We’re pleased to announce an important update for e-commerce stores: the introduction of a Default Sorting feature for Product List pages. This new capability empowers store owners to personalize the product display order, ensuring customers encounter products in a sequence that highlights key offerings or incentives from the moment the...

Introducing the Sales Objective in Meta Ads Manager​

Introducing the New Sales Objective for Meta Ads We are thrilled to announce the addition of the Sales Objective in our Ad Manager, enhancing your toolkit for crafting powerful Meta ad campaigns. This new objective empowers businesses to focus directly on driving meaningful conversions, helping to maximize your return on ad spend (ROAS).

Introducing the Contact Engagement Score for Enhanced Opportunity Management​

This new feature will enable you to streamline your workflow, making it easier to focus on high-priority Opportunities. This allows you to tailor your workspace according to the metrics that are most significant to you, ensuring a more efficient and personalized experience.

Streamline Your Billing with New Default Invoice Reminders for Timely Payments​

Streamline Your Invoicing: New Default Reminders for Timely Payments What's New. We're excited to announce the addition of three default invoice reminders, preset for new accounts using our invoice feature.

Unveiling the New Image Editor in Ad Manager​

Introducing the New Image Editor in Ad Manager Exciting updates are here for our Ad Manager users. We've just unveiled a new Image Editor that simplifies the way you create and edit media for your ad campaigns.

Introducing Inline Editing for Effortless Form Customization​

Experience Seamless Form Editing with Inline Editing We are thrilled to announce a new feature designed to streamline your form-building process: Inline Editing. This innovative feature allows your team to edit text elements directly within the builder preview, offering a more intuitive and efficient experience.

Live Activity Tracking for Enhanced Estimate Management​

Enhance Your Workflow with Live Activity Tracking for Estimates We're excited to introduce a new feature that brings unprecedented transparency and efficiency to your estimates management. You can now track the entire lifecycle of your estimates—from sending to signing—right from your dashboard.

Introducing Call Scripts to Boost Agent Efficiency​

Enhance Your Calling Operations with Call Scripts We are excited to announce the introduction of Call Scripts, a tool designed to streamline and enhance the productivity of your calling agents.

Enhanced Cancellation Widget for Seamless Appointment Management​

Elevate Appointment Management with Our Enhanced Cancellation Widget We're thrilled to announce an update to our Cancellation Widget, enhancing the overall cancellation experience to align seamlessly with our Booking and Reschedule features. Capture & Display Cancellation Reasons Our updated widget now supports structured data collection for cancellation insights.

Internationalization Transforms Client Portal into a Global Experience​

This development transforms the Client Portal into a truly global product, available on both web and mobile platforms. Now you can manage the Client Portal and Child Apps in your native language with the following options: German Spanish French (Canada) French (France) Dutch Portuguese (Portugal) Portuguese (Brazil) Italian Swedish Finnish Norwegian And many more How It Works For Web Users: Nav...

WhatsApp Coexistence Arrives for Seamless Dual-Platform Messaging​

WhatsApp Coexistence is Now Live for All Supported Countries We are thrilled to announce the general availability of WhatsApp Coexistence. Businesses can now seamlessly integrate their existing WhatsApp Business App with SMBcrm, enabling dual-platform messaging without the risk of bans or service disruptions.

Mandatory Call Recording Message Update Now Live​

Call Recording Message is Now Mandatory We're pleased to announce an important update to our call recording feature that aims to enhance the transparency and user experience for all our customers. Starting now, the call recording message field can no longer be left blank.

Introducing the Typing and Thinking Indicator for Enhanced Conversation AI​

Enhancing Live Chat with the New Typing / Thinking Indicator for Conversation AI We are excited to announce the introduction of the Typing / Thinking Indicator for Conversation AI. Designed to improve user experience, this new feature adds a layer of engagement by making interactions with AI more natural and intuitive.

Introducing CC and BCC Fields for Enhanced Email Communication​

Enhance Your Email Experience with New CC/BCC Features We're excited to announce that you can now add CC and BCC fields in the Email Action to improve your email communication without compromising simplicity. New Feature Highlights Adding CC/BCC Fields with Ease You can now include CC (Carbon Copy) and BCC (Blind Carbon Copy) recipients directly in the Email Action.

Enhanced Course Access Management for Admins​

Revoke Course Access Enhancement In our ongoing effort to improve functionality and user experience, we're excited to announce a new enhancement to course access management. Revoke Individual Course Access Admins now have the ability to remove access to specific courses within an offer without disrupting access to the entire package.

Streamlined Calendar Notifications and Enhanced Payment Integration​

Streamlined Notifications & Smarter Payment Integration in Calendars We're excited to announce enhancements to the Calendars feature that focus on streamlining your workflow and improving user experience. Whereas previously, you needed to jump back and forth between sections, now you can create email templates directly within Calendar Notifications settings.

AI-Powered Error Highlighting and Resolution in Workflows​

Introducing AI-Powered Error Highlighting & Resolution in Workflows As we continue to enhance our platform's capabilities, we're excited to unveil our latest feature: AI-powered Error Highlighting and Resolution. Why This Feature Matters Enhances Workflow Reliability: Easily spot and fix errors to keep your workflows running smoothly.

Enhance Your Web Pages with Prebuilt Image Slider Sections​

Prebuilt Image Slider Sections: Enhance Your Web Pages Effortlessly add engaging and dynamic image sliders to your funnels and websites with our brand-new prebuilt Image Slider sections. Start leveraging these new Image Slider templates to make your web pages visually compelling and engaging for your audience.

Introducing the Flexible Coupon Limit Feature for Subscriptions​

Enhance Subscription Flexibility with New Coupon Limit Feature We're excited to announce a new feature that gives businesses greater control over how subscription coupons are applied. Now, with this latest update, you have the flexibility to specify the number of months a coupon is applied to a subscription.

Enhance Your QR Code Management with New Folder System​

Enhance Your QR Code Management with New Folder Capabilities Organize Your QR Codes with Folders We are excited to introduce a new feature to help you manage your QR codes more efficiently. You can now create and manage folders, providing a streamlined way to organize your QR codes within the platform.

Introducing Intuitive UI Enhancements in Calendars Module​

What’s New Enhanced Meeting Location UI We've added a new “Meeting Location” header under the Meeting Details tab to enhance visibility. If a location option isn’t available for your calendar type, we now clearly inform you of unsupported options, which improves clarity and reduces potential setup errors.

Introducing Personalized Onboarding and Smart Workflow Experiences​

Relevant Examples & Templates: All suggested templates will now be aligned with your chosen niche, offering a more curated experience. Smartlist Interactive Guided Workflow Builder At the top of the new landing page, an “If This Happens → Do This” illustration provides real-world examples, such as a customer booking an appointment, demonstrating how a resultant action, like sending an email, is...

Introducing the Conversation AI Dashboard for Enhanced Business Insights​

This robust feature offers detailed insights into your AI bot's performance, allowing businesses to track essential metrics, enhance bot efficiency, and make informed, data-driven decisions. Navigate to the new Dashboard tab.

Enhance Your Campaigns with Easy Review and Duplication of Lead Forms​

Ad Manager: Review & Duplicate Lead Forms for Lead Generation Ad Campaigns What’s New. We're excited to let you know that you can now effortlessly review, map, and duplicate Facebook Lead Forms directly from the Lead Form dropdown while setting up your Lead Generation campaigns within the Ad Manager.

Enhanced Add Guests Features for Streamlined Bookings​

Enhance Your Booking Process with Improved 'Add Guests' Features We're pleased to announce the latest enhancements to the 'Add Guests' experience, offering you greater control and flexibility in handling guest bookings. Payment Calculation Based on Attendee Count You now have the ability to automatically collect payments based on the total number of attendees, including the primary booker and a...

Updated Messaging Policies for Canadian 10DLC Numbers A2P Registration Required​

Updated Messaging Policies for Canadian 10DLC Numbers: A2P Registration Requirements As part of our ongoing efforts to ensure compliance with carrier regulations and improve message deliverability, we're updating our messaging policies with regard to Canadian 10-digit long code (10DLC) numbers. This requirement extends to both new and existing Canadian 10DLC numbers.

Enhanced Text Search Revolutionizes Audit Logs​

With free text search now available, locating the information you need has never been easier. What’s New Free Text Search: Users can now utilize keywords to search for any header under the Name label.

Draft Document Creation Enhances Contract Management in Workflows​

Streamline Your Contract Management with Draft Document Creation in Workflows Experience enhanced control over your contract management process with the new ability to create draft documents using workflows. This powerful feature ensures that contracts are reviewed and finalized by the appropriate person, minimizing errors and accidental sends.

Enhance Your Appointment Management with the New Side Drawer Feature​

Appointment Modal Now Opens in a Side Drawer The appointment modal will no longer disrupt your workflow with a pop-up. Instead, it now opens as a right-hand side drawer, providing a more streamlined and uninterrupted user experience.

Introducing the Billing Address Feature for Enhanced Ecommerce Checkout​

Introducing the New Billing Address Feature for Ecommerce Store Checkout Enhancing your Ecommerce store experience is now easier than ever with our new Billing Address feature. Key Features of the Billing Address Update Enable/Disable Billing Address: Store owners have the option to toggle "Enable Billing Address" within the checkout settings.

Enhanced Text2Pay: Now Features Taxes Discounts and Due Date Modifications​

Enhancements to Text2Pay: Taxes & Discounts We’re excited to introduce some valuable updates to our Text2Pay feature, designed to make payment collection more efficient and customizable for you. Taxes and Discounts: You can now add taxes and discounts directly in the Text2Pay modal.

Pin Your Favorite Groups for Streamlined Access​

Enhance Your Group Navigation with the "Pin Your Favorite Groups" Feature As part of our continuous efforts to improve the user interface and overall experience, we're excited to introduce a convenient feature that allows you to pin your favorite groups for quick and easy access. Whether you're managing your team or interacting in communities, this new addition will streamline your workflow by ...

Unlock Deeper Insights with Enhanced Execution Logs and Enrollment History​

Users can now easily troubleshoot workflow issues, gaining deeper insights through these enhanced features. Improved Navigation Navigating between Execution Logs, Enrollment History, and the Builder is now more straightforward.

Introducing the New Estimates Feature in the Client Portal​

Discover the New Estimates Feature for Client Portal We're excited to present a new enhancement to our client portal: the Estimates feature. This update enables users to view and manage their estimates conveniently in one place.

Introducing Shareable Certificates and Optimized Downloads​

Shareable Certificates and Optimized Downloads We’re excited to introduce two new features designed to enhance your user experience: Shareable Certificates and Optimized Download Flow. Shareable Certificates You can now share your earned certificates with ease.

Sub Account Affiliate Manager Bank Payouts Now Available​

Sub Account Affiliate Manager: Bank Payouts for Affiliates We're excited to introduce a new feature that enhances flexibility and convenience for both businesses and affiliates. New Bank Payout Method: Affiliates can now choose to receive payments via bank transfers, adding another layer of flexibility.

Square Integration Now in Public Beta for POS and Mobile Payments​

Square Integration for POS and Mobile Payments Now in Public Beta We are excited to introduce support for Square as a payment provider for both Point of Sale (POS) and mobile payments. This feature is currently part of the public beta program, with a full public launch scheduled for next week.

NMI and Authorize.net Support Enhanced for Mobile App POS Payments​

This update allows users to leverage the Point of Sale (POS) features to accept in-person payments using both new and saved cards directly through our mobile app. This feature is currently available in the public beta program, with a full launch scheduled for next week.

WhatsApp UI Validation Streamlines 24-Hour Messaging Limits​

This feature automatically checks the number of recipients for bulk messages against your account’s tier-based messaging limits, helping to prevent overstepping Meta's guidelines. Key Features and Benefits Automatic Message Limit Checker: The new UI validation examines the number of selected contacts when scheduling bulk messages.

Centralized Domain Management System Launched​

Centralized Domain Management is Now LIVE 🚀 What’s New. For purchased domains, see status, expiry/renewal dates, and auto-renew settings.

Launch of the New Theme Customizer for Personalized Learning Platforms​

Introducing the New Theme Customizer for a Tailored Learning Experience We're thrilled to announce the launch of our powerful and user-friendly Theme Customizer. This new feature empowers you to take full control of your course site's aesthetics without requiring any coding skills.

Efficient Payouts with Enhanced Affiliate Manager Features​

The addition of bank payouts as a new method truly marks a step forward in streamlining how you manage your affiliates. New Payout Categories To help you manage affiliates better, we've organized them into three distinct tabs: PayPal: View affiliates who prefer PayPal for payments.

Introducing Group Chat on Mobile for Seamless Collaboration​

Elevate Your Communication with Group Chat on Mobile Discover the exciting new Group Chat feature on our mobile app, designed to revolutionize how you collaborate and engage with clients and team members. Until now, mobile communications were limited to one-on-one conversations, but with Group Chat, users can seamlessly connect with multiple contacts in a single thread.

Add Media via Links in Courses Our latest update introduces an exciting new feature that enhances the way you create courses by allowing the easy addition of media via links. This means you can now quickly embed audio or video content into your lessons using downloadable URLs, enhancing the learning experience for your students.

Enhance Affiliate Management with Configurable Payout Methods​

Enhance Affiliate Management with Configurable Payout Methods A notable update is now available for our Affiliate Manager—introducing customizable payout methods that allow you to have complete control over payment options for your affiliates. 🚀 Features at a Glance New Affiliate Portal Settings Page: Access the new "Affiliate Portal Settings" within the Affiliate Manager settings.

Enhanced Admin Controls for Streamlined Events and Membership Management​

Enhanced Admin Controls for Events and Membership We're excited to share our latest features designed to empower community admins and owners with increased visibility and control over events and membership processes. New Features Event Attendee List Complete View: Admins can access a comprehensive list of event attendees, enhancing organization and planning.

Seamless CSV Import for Efficient Invoice Management​

Introducing Seamless Invoice Importation Using CSV We're excited to bring you a new, streamlined way to manage your historical invoices with our latest feature: importing invoices using a CSV file. This update allows you to effortlessly bring your external invoice data into our platform, ensuring a smooth transition and comprehensive billing management.

Streamlined First-Time Experience in Calendars Update​

Enhancing the First-Time Experience in Calendars We are thrilled to announce a series of updates aimed at making our Calendars module more intuitive and user-friendly, especially for those new to the platform. Now, post-group creation, users are immediately guided to add calendars to that group with bulk selection options, saving time, and removing complexity.

Sub Account Affiliate Manager Simplifies Workflow with Quick Campaign Actions​

Add Affiliates to Campaigns You can now quickly assign affiliates to a campaign from the list page without unnecessary navigation.