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April 2025 Updates

· 21 min read
SMBcrm Team
SMBcrm Team
Product Team

Overview​

April 2025 brought 77 updates to SMBcrm, with focus on AI & Machine Learning, Workflows & Automation.

Expanded Ad Manager Statistics Now Include Sales and Engagement Data​

Engagement and Sales Campaign Statistics: Now Available. With this enhancement, SMBcrm users can now access performance data for Sales and Engagement campaigns—previously only available for Leads and Traffic objectives.

Unlock New Marketing Potential with Countdown Timer Integration​

Introducing the Marketing Countdown Timer Integration We're thrilled to introduce a new feature that will enhance your marketing efforts—Marketing Countdown Timer integration for funnels and websites. Key Timer Types This integration supports three versatile timer types to fit different marketing scenarios: Fixed Timer: Set a universal end time for all your visitors, creating a unified message ...

Enhanced Call Transcription Now Includes IVR Calls​

Transcription for IVR Calls and More Enhanced Call Transcription: Now Available for IVR Calls We're excited to announce that our transcription feature has been expanded to include IVR calls. Previously, transcriptions were only available for regular calls, but with this update, IVR and workflow calls are now covered as well.

Thumbnails Now Available for Quizzes and Assignments​

Elevate Your Courses with Thumbnails for Assessments We're excited to announce a fantastic new feature that will enhance the visual appeal and organization of your courses. Thumbnail Support for Quizzes & Assignments Thumbnails, previously available only for lessons, can now be added to quizzes and assignments.

Introducing Auto-Save and Version History for Your Funnels and Websites​

Enhance Your Editing Experience with Auto-Save and Version History for Funnels & Websites We're thrilled to introduce a new addition to your editing arsenal: Auto-Save for Funnels & Websites. This feature ensures a smoother and more reliable editing experience, allowing you to focus on creativity without the worry of losing your hard work.

Seamlessly Integrate Voice AI Data into Your Workflows​

Here's everything you need to know to get started with these new capabilities. What's New with Voice AI Integration Incorporating Voice AI data into your workflows enables a more dynamic and insightful approach to handling customer interactions.

Email System Enhancements for Improved Gmail Threading and User Control​

Our latest fix introduces advanced logic to address this issue, allowing for more accurate email grouping and seamless reply chains. Domain Configuration for Payment and Invoices In line with our continued focus on enhancing user experience, we've added a new section under "Payment and Invoices" settings.

Disable Call Recording Message for Incoming Calls Now Available​

Disable Call Recording Message for Enhanced Call Experience We are excited to announce a new feature that brings more flexibility to your call recording experience. You now have the option to disable the call recording message that is played during incoming calls.

Streamline WhatsApp Templates with AI-Powered Rewriter​

This AI-driven feature optimizes message delivery, reduces costs, and ensures alignment with Meta's latest policies. Preserve Template Integrity Converted templates automatically have "_utility" added to their name, simplifying organization.

Instagram Collaborator Posts Now Available in Social Planner​

Instagram Collaborator Posts Now Supported by Social Planner We are excited to announce a new feature that allows users to create Collaborator Posts on Instagram directly through our Social Planner. Enhance Your Brand with Instagram Collaborator Posts With this new inclusion, you can create a single post that will appear simultaneously on two different accounts' Feeds or Reels, maximizing visib...

Introducing New Text Field Operators for Enhanced If/Else Flexibility​

Improved Flexibility with New Text Field Operators in If/Else Actions We're excited to announce an enhancement to the If/Else action within our platform, designed to simplify your workflow and increase flexibility. With the introduction of new operators for text fields, we've made it easier to handle multiple input values.

Marketing Audit Reports Unlocked for All Accounts​

Marketing Audit Reports Now Available for Accounts. Why This Matters We are thrilled to announce the availability of the Marketing Audit Report for all accounts, previously exclusive to Prospect records, now at no additional cost.

Introducing Layout Visibility Controls in Email Builder​

Visibility Section for Layouts in Email Builder Enhance Your Email Marketing with New Visibility Options Email marketing can be a powerful tool, but optimizing your emails for different devices can be a daunting task. Streamlined Adjustment Process To address this, we have introduced a new visibility setting for entire layouts within our Email Builder.

Streamline Booking with New Form Submissions in Appointment Modal​

View Form Submissions in Appointment Modal We're excited to introduce an enhancement designed to streamline your booking process—Form Submissions can now be viewed directly within the Appointment Modal. This feature reduces the need to toggle between modules and provides easier access to essential booking information.

Introducing In-App WhatsApp Subscription Cancellation​

New Feature Alert: In-App WhatsApp Subscription Cancellation We are thrilled to announce a feature our users have been eagerly awaiting—in-app cancellation for WhatsApp subscriptions. What’s New in WhatsApp Subscription Management.

Introducing the Enhanced Blog RSS Management Interface for Seamless Configuration​

Enhanced Blog RSS Management with Updated UI We're pleased to share an exciting update in blog management that addresses a common question: "Does adding a new RSS feed deactivate the old one?" With the newly revamped Blog RSS interface, you'll now enjoy seamless configuration of new blog RSS feeds while retaining the ability to edit existing ones. Benefits of the Enhanced RSS UI Our updated Blo...

Unlock New Blog Post Style Customizations Today​

Enhance Your Blog Experience with New Post Style Customizations We're thrilled to announce a suite of new Blog Post Style Customizations that empower you to personalize your blog's look and feel. Tailoring how your audience perceives your content is now easier and more flexible than ever.

Enhance Productivity with Our New Workflow Draft Estimates Feature​

With our latest enhancement, you can now create draft estimates using the Send Estimates Action in workflows. New Send Estimates Feature Our new workflow feature for estimates offers increased flexibility for managing your business documents.

Enhance Bookkeeping Accuracy with New Backdated Transaction Feature​

Enhance Your Bookkeeping with Backdated Transactions for Invoices We're excited to announce a new feature that aims to improve the accuracy and organization of your bookkeeping efforts: the ability to record backdated transactions for invoices. This enhancement allows users to add specific dates while recording manual payments, streamlining financial tracking and ensuring precise bookkeeping.

Introducing Identity Verification to Elevate A2P Security​

A2P Registration: Introducing Identity Verification for Enhanced Security In our continuous effort to enhance security within the messaging ecosystem, we are introducing a new identity verification step during the A2P (Application-to-Person) registration process. What’s New Our latest integration includes real-time user verification to confirm user identities, which aligns with evolving carrier...

Action and Trigger Name Limit Expanded to 100 Characters​

This constraint has now been expanded, and you can utilize up to 100 characters. Benefits to Users Improved Clarity: By using more characters, you can include detailed descriptions, making workflows easier to understand at a glance.

Enhanced Customer Management for Affiliates Now Available​

New Feature Release: Enhanced Customer Management for Affiliates We're excited to introduce a highly requested feature that enhances the flexibility of managing customers within your affiliate campaigns. You can now effortlessly move customers from one affiliate to another within the same campaign.

New Feature: Link Shortener in Social Planner We're excited to introduce the Link Shortener feature in our Social Planner tool.

Enhance Your Ecommerce Strategy with Abandoned Cart Reminders Updates​

Abandoned Cart Reminders: Enhanced Delivery Control & Template Customization Elevate your ecommerce strategy with our enhanced Abandoned Cart Reminders feature, designed to boost your ability to re-engage shoppers who leave items in their cart. New Feature Enhancements Enable/Disable Toggle Easily manage your abandoned cart emails with a new toggle switch.

Customizable Email Templates for Enhanced Ecommerce Notifications​

Customizable Email Templates for Ecommerce Store Notifications Exciting news for ecommerce store owners. You now have the ability to fully customize your email notifications, providing an opportunity to better align communications with your brand’s unique voice and aesthetic.

Enhancements to Streamline Your Affiliate Management System​

Explore New Capabilities with Our Sub Account Affiliate Manager We’re thrilled to introduce a series of enhancements that promise to enhance your Affiliate Portal settings. What’s New in Affiliate Management.

Enhanced Control with Updated Dedicated Domain Default Header Fallback​

Updated Behavior for Dedicated Domain Default Header Fallback Our latest update brings important changes to how the Dedicated Header operates when sending emails through a dedicated domain. Key Updates Introduced Fallback Header Activation Only on DMARC Failure The Dedicated Header, which includes the "From Name" and "From Email", will now be applied only when DMARC alignment fails.

Enhanced Listing Transparency and Self-Resolution Tools Unveiled​

Clickable Status Insights Users can now click on a listing’s status to uncover the specific reasons why it might be unavailable. This level of transparency lets you move beyond generic "Unavailable" status labels to understand the exact challenges preventing your listing from appearing correctly.

Introducing the Suggestions Feature for Efficient Online Listings Management​

Announcing the New Suggestions Functionality: Enhance Your Online Listings Management We're excited to introduce the Suggestions feature within our Listings Reselling Product—an innovative tool that empowers businesses to efficiently manage updates submitted by publishers. What's New Streamlined Suggestion Review: Manage updates from a centralized interface, allowing you to review, accept, or r...

Closed Captions and Subtitle Support for Enhanced Course Accessibility​

Enhance Video Course Accessibility with Closed Captions & Subtitle Support We’re thrilled to announce a significant enhancement for your video courses with our latest feature: Closed Captions & Subtitle Support. 🌍🎥 New Feature Highlights Multi-Language Subtitle Uploads: Now you can upload subtitles in multiple languages to cater to diverse, global audiences.

Enhance Team Collaboration with New Internal Chat Feature​

Boost Team Collaboration with Our New Internal Chat Feature We are thrilled to unveil the new Internal Chat feature, designed to streamline private team discussions within the Conversations module. This innovative feature empowers you to communicate seamlessly with your team members, keeping all internal dialogues secure and separate from customer interactions.

New Features for Managing Subscription Payment Failures​

Subscription Payment Failures' Invoice Management Update Great news for businesses managing subscriptions. With our latest update, account owners now have more control over how they handle payment failures in their accounts.

Customize Your Manual Certificate Emails with Flexible Templates​

New Feature: Customize Your Manual Certificate Emails We're excited to introduce a new enhancement to the way you send certificates manually. Now, you can choose a custom email template when distributing these certificates, offering greater control over the look and feel of your communication.

Introducing Reviews AI Agents for Seamless Review Responses​

New Feature: Introducing Reviews AI Agents We are thrilled to announce the release of our latest feature—Reviews AI Agents. [caption id="attachment_34969" align="alignnone" width="768"] AI Agents Interface[/caption] Smart Assignment Logic Leverage smart assignment features to match AI Agents to the sentiment of the reviews, whether positive, neutral, or negative.

Enhance Google Ads Tracking with New Currency and Conversion Value Features​

Currency and Conversion Value in Google Ads Conversion Action We're excited to share a new enhancement that allows users to better track and analyze conversions in Google Ads through our platform. By introducing two new input fields in the conversion action – Currency and Conversion Value – users have greater flexibility and precision in measuring their advertising impact.

Upgrade Your Media Workflow with New Image Orientation and Dimension Features​

Enhance Your Image Management with New Media Storage Features We're pleased to announce significant upgrades to our Media Storage capabilities, designed to streamline your workflow and simplify the process of managing your media files. These enhancements make it easier than ever to browse and select images with two new features aimed at improving orientation and dimensions support.

Elevate Your Security with Masked Secret Keys in Custom Webhook Action​

What's New Masked Secret Keys It's now safer than ever to manage sensitive credentials. Our new interface is designed to prevent accidental exposure by never displaying raw credentials.

Build Recipient Segments Directly in Email Campaigns​

Introducing Build Recipient Segments in Email Campaigns Simplify Your Campaign Efforts with Direct Segment Building We are thrilled to introduce a new method for building your email campaign recipient list directly within the campaign interface. How to Use the New Build Segments Feature: Access Your Campaign: Open any campaign in new or edit mode.

Enhanced Autosave Feature in Our Builder Released with Performance Boosts​

Discover the Enhanced Autosave Feature in Our Builder We are thrilled to introduce a series of improvements and bug fixes to the Autosave feature in our Builder. Efficient API Calls: Parallel execution of API calls now reduces wait times, enhancing overall responsiveness within the Builder.

Effortlessly Import Transactions and Orders with CSV Files​

Import Transactions & Orders with Ease Using CSV Files We are excited to announce a new feature designed to simplify the process of migrating to our platform by enabling users to import past transactions and orders seamlessly. This update allows businesses to bring over historical data and leverage it for insightful reporting.

Introducing Brand Voice in Brand Boards​

Announcing Brand Voice in Brand Boards New Feature Overview We are excited to introduce a significant update to our Brand Boards feature. Alongside your existing Design Kit, Brand Boards now support a Brand Voice section.

Enhanced Campaign Statistics for Better Insights​

What's New in Campaign Reporting Introducing the Overall Summary Section Gain quick insights into your campaign performance with the new Overall Summary section. This addition allows you to have a snapshot of how your campaigns are performing over a customizable 90-day period.

Enhance Your Calendaring with Multiple Locations and Custom Forms​

Now, our calendar system supports Multiple Meeting Locations with the added advantage of Custom Forms. Flexible Meeting Location Options The new Multiple Meeting Location feature empowers you to provide bookers with versatile choices, including: Custom Location: Enter the actual meeting address along with a display label (e.g., “New York Office”) for ease of identification on the booking widget...

Embed Funnels Directly in WordPress with Native HTML Integration​

Embed Funnels Seamlessly into WordPress with Native HTML We are thrilled to announce the latest capability that allows you to embed funnels directly as Native HTML into WordPress using the LeadConnector Plugin. This new feature removes the limitations of iFrames, unlocking improved functionality and SEO benefits for your online presence.

Enhanced Checkbox Stability for Seamless Document Experience​

Improved Checkbox Functionality for Documents and Contracts We're thrilled to announce a significant update to our Documents and Contracts feature that will enhance your workflow efficiency and document integrity. Stable Checkbox Placement: Checkboxes are now anchored relative to their parent block element.

Gain Enhanced Control with Our New Affiliate Suspension Feature​

Increase Control Over Your Affiliate Program with New Suspension Feature We're excited to announce a new feature that enhances your ability to manage your affiliate program efficiently. You now have the flexibility to suspend affiliates from specific campaigns, giving you greater control to ensure quality and performance.

Control Document Workflow with New Expiry Features​

Add Expiry to Documents & Contracts: Enhance Your Document Management Enhance Document Control with Expiry Features Managing documents and contracts just got easier and more efficient with our new Document Expiry feature. This new capability allows you to add an expiry date to documents, after which recipients will no longer be able to sign them.

Introducing Intuitive Quantity Selector and Efficient Cart Drawer Updates for Your Ecommerce Store​

Enhance Your Ecommerce Store with New Quantity Selector & Cart Drawer Updates We're excited to share the latest updates designed to elevate the shopping experience for your customers. Our improvements to the Quantity Selector on the Product Details Page and the new delete item option within the Cart Drawer are live.

Announcing Customer Login Feature for Ecommerce Stores​

Exciting Update: Customer Login Feature for Ecommerce Stores We're thrilled to unveil the new Customer Login feature for Ecommerce Stores. This enhancement allows store owners to integrate a Customer Login Portal directly into their store pages.

Enhanced Calendar Integrations Connect Multiple Accounts per Type​

With this new capability, users now have the ability to: Multiple Calendar Accounts per Integration Type Now, you can connect multiple accounts of the same type (i.e., Outlook, iCloud) within an account. Cross-Account Support Take advantage of the new feature that allows the same calendar account to be connected across different accounts you're part of, similar to the flexibility offered by Goo...

Empower Your Reputation Management with New Effective Tools​

Our latest updates are packed with features designed to save you time and provide you with more control over your reputation management. Receive real-time notifications whenever new reviews pop up from your connected review platforms.

Enhanced Social Planner Now Supports CSV and XLXS Bulk Import​

Key Enhancements Import Options: Now, you can import using both CSV and XLXS files for added convenience. Date Format Flexibility: Multiple date formats are supported, including: YYYY-MM-DD HH:mm YYYY-MM-DD HH:mm:ss YYYY/MM/DD HH:mm:ss YYYY/MM/DD HH:mm M/D/YYYY H:mm:ss M/D/YYYY H:mm You can also utilize the 24-hour format for added precision.

Enhance Your Social Workflow with Watermarking and Media Optimization​

These features are designed to save you time, reduce effort, and ensure your branding stays consistent across all platforms. Watermarking: Consistency at Your Fingertips With the new Watermarking feature available on mobile, you can seamlessly apply your pre-configured watermark to every image in your social post.

Introducing the New List View for Calendar Module​

Discover the New List View for Calendar: A Streamlined, Scrollable Agenda We are excited to introduce a new List View in our Calendar module, designed to enhance your scheduling experience. Benefits of the List View Feature Faster At-a-Glance Planning: Quickly review your schedule in a linear format, eliminating the need to interpret a traditional calendar grid.

Conversation AI on Mobile Transforming Chat Management​

With this feature, you can seamlessly manage smarter and more efficient customer interactions on the go, covering platforms such as WhatsApp, Facebook, and Instagram DMs. Key Features Now Available on Mobile 🤖 Two Smart Modes for Dynamic Conversations Autopilot Mode: AI automatically responds after a preset delay.

Optimize Your Schedule with New Calendar Features​

Explore the new features including Microsoft Teams integration, multi-location defaults, and shareable personal booking links. Your calendar is now more powerful, connected, and customizable than ever.

Faster PDF Downloads for Invoices and Receipts Now Available​

With the latest update, you can now download PDFs of invoices and receipts much faster.

Mobile Access to Detailed Descriptions in Estimates and Invoices​

Mobile-Friendly Descriptions for Estimates & Invoices Improving the Mobile Experience We're excited to announce that users can now view detailed product descriptions in the mobile view of Estimates & Invoices. How to Utilize the New Feature Add a Product Description: When you add a product to an estimate or invoice, include a comprehensive description to convey the necessary details.

Introducing Invoice Prefix Customization for Tailored Business Invoicing​

Invoice Prefix Modification for Enhanced Customization In an ongoing commitment to provide enhanced customization and flexibility, we are excited to introduce the Invoice Prefix Modification feature. This update allows users to tailor their invoices to better align with their business practices.

Stay Connected with New Disconnection Alert Feature​

New Notification Feature for Calendar Integration Disconnection Stay ahead with our latest feature—disconnection alerts for your important calendar and video conferencing integrations.

Revamped Right Sidebar Enhances Your Page Building Experience​

Experience a Sleek and Intuitive Editing with the Revamped Right Sidebar in Page Builder Introducing the New Right Sidebar Features We're excited to share that the Funnel and Website Builder has received a significant upgrade with a completely revamped right sidebar. Here's what's improved: New Tab Structure: The right sidebar now features a uniform tab structure with sections labeled as "Gener...

Introducing Dynamic Pricing Support on Orders API​

This new capability empowers businesses to customize product pricing by increasing or decreasing the original amount during checkout. Benefits of Dynamic Pricing Customizable Pricing: Businesses can now adjust a product's price at checkout, similar to the flexibility offered with invoices.

Introducing SmartLists Empowering Custom Object Management​

Introducing SmartLists for Custom Objects We're excited to unveil SmartLists for Custom Objects, a feature designed to enhance your team’s collaboration by offering personalized, shareable views for managing Custom Objects. What’s New with SmartLists.

Streamline Reputation Management with the New Review Setup Wizard​

Streamline Your Reputation Management with the New Review Setup Wizard Getting started with Reputation Management just became a breeze. We are excited to introduce our brand-new Review Setup Wizard, designed to guide users through every essential step needed to launch their review strategy in just minutes.

Introducing Opportunity Notes for Enhanced CRM Organization​

Enhance Your CRM Experience with Opportunity Notes We are thrilled to introduce Opportunity Notes, a robust new tool designed to bring more structure and clarity to how you manage notes within your accounts. This feature allows you to independently link notes to both Opportunities and Contacts, providing a clearer and more organized system for your information.

Effortless Community Migration with the New Skool Importer​

Effortless Community Migration with the New Skool Importer We are excited to announce the launch of our new Skool Importer feature.

Enhance Your Google Ads With New Configuration and Targeting Options​

Elevate Your Google Ads Campaigns with New Enhancements We're thrilled to unveil significant upgrades to our Google Ads campaign builder, providing you with enhanced configuration options for more flexibility, control, and targeting capabilities. This feature allows you to convey a more comprehensive message to your audience.

Introducing the Template Library for Streamlined Blogging​

Discover the New Template Library in Our Blog Section Enhance your blogging experience with the latest addition to our platform: the Template Library in the Blog section. This exciting feature empowers you to create blogs more efficiently with pre-built structures tailored to various types of blog posts.

Effortless SEO Indexing Control for WordPress from Your Dashboard​

Control SEO Indexing Directly from Your Dashboard We're excited to announce a new feature tailored just for you—SEO Indexing Control for WordPress. Now, you can effortlessly manage the SEO visibility of your WordPress sites directly from your dashboard, with no need for plugins or logging into WordPress.

Effortless Integration Reconnect with Enhanced Security and Settings Preservation​

Introducing our new Reconnect button. Now, if a connection is broken, you can quickly restore it by initiating the OAuth flow again.

Improve Call Completion Rates with A2P Registration​

Enhance Your Call Answer Rates with A2P Registration We are excited to announce a new feature that will help improve your call completion and answer rates. Display Your Business Name with CNAM In addition to call verification, CNAM (Caller Name) registration allows you to display your business name on your contacts' phones, where supported, thus positively affecting call metrics.

Streamline Email Design with New Arrow Controls for Element Rearrangement​

Enhance Your Email Design with New Arrow Controls for Element Rearrangement Navigating through the design and editing process for your emails just got a whole lot easier. Here's what you need to know about this latest update: The Challenge In the past, rearranging elements and layouts in your email marketing templates or campaigns was often tedious and time-consuming.

SSH Access and Key Management Now Available for WordPress Hosting​

This feature grants developers and power users secure server access with public key authentication, bolstering efficiency and customization for your WordPress environment.

Enhanced Appointment Tracking with New Reschedule Filter​

Explore Enhanced Tracking with the New Reschedule Filter for Appointments With our latest update, tracking rescheduled appointments just got easier and more insightful. Whether you're a business owner aiming to optimize scheduling or a manager looking to improve customer experience, this feature is designed to offer valuable insights into appointment trends.

Streamlined Affiliate Profile Editing Enhances Management Experience​

Streamlined Affiliate Profile Editing: Enhancing Your Affiliate Management Experience Efficient affiliate management just got an upgrade.

Bulk Action Campaigns Now Integrated Into Email Marketing​

Bulk Action Campaigns Now Visible in Email Marketing 🚀 We are excited to announce an enhancement to our platform that brings greater visibility and consistency to your email marketing efforts. As part of our All in One initiative, campaigns created via Bulk Actions are now seamlessly integrated into the Email Marketing section.

Introducing the Multiple Knowledge Base Feature for Conversation AI​

What's New with Multiple Knowledge Bases in Conversation AI We’re excited to introduce the Multiple Knowledge Base feature, giving you the flexibility to create and manage separate knowledge bases for each of your Conversation AI bots. Previously, all bots shared a single knowledge base, but now, you can tailor the knowledge sources for each bot, enhancing their ability to serve different use c...