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August 2025 Updates

· 24 min read
SMBcrm Team
SMBcrm Team
Product Team

Overview​

August 2025 brought 87 updates to SMBcrm, with focus on AI & Machine Learning, Workflows & Automation.

Maximize Engagement with Multi-Popup Functionality​

Discover the Power of Multiple Popups on Your Website or Funnel Pages We're excited to bring you a new enhancement that will take your website or funnel page to the next level of engagement and functionality. You can now effortlessly add and manage multiple popups on a single page, each finely tuned with its own trigger, design, and behavior.

Enhance Your Sales Calls with In-App Call Scripts​

Admins can now seamlessly create and assign pre-built scripts tailored to guide agents during their calls. Key Features of Call Scripts Live Access During Calls: Agents can effortlessly access Call Scripts while engaged in a call, ensuring they stay on track and cover all essential points.

Unlock Greater Flexibility and Intelligence with New Conversation AI Upgrades​

Previously capped at just 3, this new capacity enables the capture and retention of more detailed information about your leads, streamlining your follow-up processes. How to Use Increased Workflow Triggers: Navigate to Bot Goals and select "Trigger a Workflow." You'll now find the option to add up to 5 workflows, expanding your bot's automation capabilities.

Introducing Campaign-Level Additional Assets in Google Ads​

Enhance Your Google Ads with New Campaign-Level Asset Support We're excited to announce the introduction of the “Additional Assets” feature at the campaign level in Google Ads. Streamlined Asset Configuration This new feature allows you to define three specific asset types directly in the campaign setup, ensuring consistency and simplicity in managing your ads: 1.

Enhance Your Workflow with Direct SIM-Based Calling​

With our latest mobile app update, you can now make calls on-the-go directly using your own SIM number. Let’s explore how this new feature can make life easier for you and your team.

Pipeline-Specific Insights Now Available in Opportunity Widgets​

Now, you can drill down into individual pipeline performance with the convenience and efficiency you've come to expect from SMBcrm. Explore the New Features Previously, the Opportunity Status, Opportunity Value, and Conversion Rate widgets provided only aggregated values across all pipelines, leaving some wanting more targeted insights.

Badges Builder Upgrade with Keyboard Shortcuts and Layer Controls​

Keyboard Shortcuts for Efficient Editing Now, you can cut, copy, and paste elements with ease using keyboard shortcuts. Pixel-Perfect Movement For those seeking meticulous control, our latest update allows you to nudge elements using the arrow keys.

Identity Verification Now Required for Secure Phone Number Purchases in North America​

Here's what you need to know about this update. Identity verification will be necessary if you meet the following criteria: Purchasing a number from the US, Canada, or Puerto Rico (+1 country code) Your account has not previously completed the identity verification process Once your account is verified, you will not need to go through the verification process again for future activities such as...

Streamline Invoicing with New Multi-Channel Workflow Controls​

Enhanced Workflow Integration With the latest update, you can now choose how you'd like your invoices and estimates to be sent. How It Works Leveraging this feature is straightforward: Access the Automation Builder: Open your Workflow and proceed to add or edit a Send Invoice, Send Estimate, or Send Recurring Invoice action.

Enhanced Layout Control in Badge Builder for Effortless Design​

Discover how the enhanced features in our Badge Builder can streamline your design process, making it more intuitive and efficient. 🎯 Seamless Drag & Drop Users can now move elements freely across the canvas with precise control, offering a fluid and smooth design experience.

Enhance Connectivity with Offline Chat Awareness​

At SMBcrm, we understand the importance of seamless communication, and we're excited to introduce a new feature designed to enhance your chat experience—Offline Chat Awareness. 🚀 What’s New Our chat widget has become smarter and more reliable when faced with network interruptions.

Streamline Your Workflow with New Decision Maker Action Updates​

Renamed "Information" Section to "Additional Context" We've updated the terminology to better reflect the purpose of this section. "Additional Context" now more accurately describes the information needed for informed decision-making.

Enhance Your Workflow with Address Field Triggers​

Enhance Your Workflow with the New Address Fields Trigger We're excited to announce a new enhancement that will streamline your workflow automations. You can now trigger workflows based on changes to a contact’s address fields.

Discover the Upgraded Credentials Preview Page for Enhanced Professional Recognition​

Explore the All-New Credentials Preview Page We're thrilled to announce the launch of our enhanced Credentials Preview Page, designed to deliver a comprehensive and user-friendly credential management experience. This update introduces new functionalities and a polished presentation that benefits both credential issuers and recipients.

Edit Default Email Templates Directly in Client Portal Settings​

Client Portal Update: Edit Default Email Templates in Email Settings We are excited to introduce a new feature within the Client Portal that empowers you to take control of your email communications. With the ability to edit default email templates directly in Email Settings, you can now craft messages that resonate with your brand's unique voice.

Introducing Multiple Ad Sets and Ads for Enhanced Meta Campaigns​

You can now efficiently create and manage multiple ad sets and ads within your Meta ad campaigns. Let's explore how these new features can empower your marketing efforts.

Introducing Chat Widgets for Enhanced Client Portal Communication​

Enhance Your Client Portal Experience with Chat Widgets We are excited to introduce a new enhancement to our platform: the integration of Chat Widgets with the Client Portal. With the new Chat Widget feature, you can now enable and use Chat Widgets across individual Client Portal apps—such as Communities, Courses, and Affiliates.

PDF Fillable Elements Perfectly Aligned Across Page Breaks​

Documents and Contracts: Accurate Positioning of Elements in PDFs PDF Fillable Elements Now Accurately Positioned Across Page Breaks Efficient document management is crucial for businesses, and ensuring the accuracy of your PDFs is key. How to Use Create New Document or Template: Begin by creating a new document or template in the Builder just as you typically would.

Smarter Message Sending with Enhanced Failure Prevention​

Whether it's sending to a landline, an opted-out contact, or an invalid number, you’ll receive instant, useful feedback that allows you to take immediate action and conserve your credits. Checks for Known Issues Before Sending We've added checks that catch messages destined to fail due to common causes: 21610: Contact opted out (replied STOP) 21635, 30006: Landline numbers that can't receive SM...

WhatsApp Integration Enhances Internal Workflow Communication​

This enhancement allows businesses to streamline their internal communication by sending WhatsApp notifications directly from their workflow processes. Internal WhatsApp Messaging: You can now send internal messages via WhatsApp to users directly from workflows.

Easily View Multi-Currency Balances with Stripe Integration Update​

Stripe Integration: Multi-Currency Balances Now Visible Enhancing your Stripe integration, our latest update brings a smarter way to manage your financial transactions, especially if you're transacting in multiple currencies. With our new update, all your currency balances—GBP, USD, EUR, and more—are now clearly displayed.

Introducing the Enhanced Certificate and Badge Preview体验​

Discover the All-New Credential Preview Experience We're thrilled to announce the launch of our enhanced certificate and badge preview page, now featuring a fresh design that elevates the way you view, share, and verify your accomplishments. What's New 🖼️ Clean, Professional Look Your certificates and badges now appear in a sleek, modern layout, making them easier to read and appreciate.

Independent Button Icon Color and Streamlined Global Section Search for Enhanced Page Builder Experience​

New Button Icon Styling & Global Section Search - Funnels and Websites. Independent Button Icon Color You now have the ability to set a custom icon color for buttons that is independent of the text and subtext colors.

Now, you can integrate Trackable Trigger Links within your template buttons. This feature allows you to monitor every click and streamline your processes with automatic workflow branching—enhancing your customer engagement strategy similar to your email or SMS practices.

Important Update on A2P 10DLC Fee Changes Effective August 2025​

This release focuses on new fee changes taking effect on August 1, 2025, which will impact all new brand registrations and campaign setups processed through our platform. While the monthly campaign fees remain unchanged, it's important to be aware of the updated costs for various categories: Low Volume: Old Price: $23.9475 New Price: $24.49875 Campaign Fee: $10.50 per month (no change) Sole Pro...

New Features to Elevate Your SMS Marketing Campaigns​

Exciting New Features for Enhanced SMS Marketing Campaigns Stay ahead of the game with our latest update designed to enhance your SMS marketing campaigns. Advanced Scheduling Capabilities Timing is everything in marketing, and our new advanced scheduling capabilities will provide you the flexibility to pinpoint the perfect moment for your message.

Automate Badge Issuance with Workflow Automation​

We’re excited to share a new way to automate the issuance of visual recognition: badges. Add a Trigger from the available list.

With our latest enhancement, the Reputation Management email builder now supports the inclusion of multiple review platform links within a single email. This allows your customers to choose their preferred platform for leaving a review, increasing their convenience and engagement.

Enhanced Language Support for Seamless Document Localization​

Enhanced Language Support for Documents and Contracts What's New. Our latest update introduces improved language support for documents and contracts, making it easier for international users to work in their preferred language.

Introducing Granular Permissions for Conversation AI Bots​

Granular Permissions for Conversation AI Bots We're excited to introduce a new update that enhances how you can manage your Conversation AI Agents. With the implementation of granular permissions, you now have more refined control over who can view, manage, or configure your bots.

Streamline Invoicing with Faster 2-in-1 Document Redirection​

Experience Quicker Access to Invoices with Enhanced Redirection in 2-in-1 Documents Enhanced Redirection Speed to Invoices We're excited to announce a significant update to our 2-in-1 Documents feature that will streamline your invoicing process. Now, whenever you add recurring products to a document’s product list, the redirection to invoices is remarkably faster.

Effortless Data Export for Instructors and Admins in LMS​

Export Assessment Results: Simplified Data Access for Instructors and Admins With the newest update, instructors and admins can now efficiently export assessment results directly from the Learning Management System (LMS) reporting screen with just a single click. This feature significantly enhances how users can access and analyze their data, fostering greater independence in performance analysis.

Streamline Your Calls with IVR Deskphone Integration​

New Feature Alert: Answer IVR Calls on Your Deskphone We are excited to announce that you can now handle Interactive Voice Response (IVR) calls directly on your deskphone. Previously, IVR calls had to be managed differently, but now your workflow is more streamlined, allowing you to focus on what truly matters—your customer interactions.

Elevate Your Brand with the New Testimonial Element​

Enhance Your Web Presence with the New Testimonial Element Effective testimonials are crucial for building trust and credibility with your audience. We're excited to introduce a new, flexible Testimonial section in the page builder designed to make displaying client feedback easier and more professional on your websites and funnels.

Boost Efficiency with Ask AI and MCP Server Integration​

With the integration of Ask AI and the MCP Server, you can now perform crucial tasks directly from the chat without the hassle of multiple clicks or context-switching. NOTE: Currently only available to customers with Employee AI What’s New.

Enhanced Contact Merging for Facebook and Instagram Contacts​

When a user messaged your business and later provided their email or phone number, the system added this data but created a new contact record, even if a matching contact already existed. Our new feature addresses this issue head-on: Automatic Contact Merging: When a contact comes through Facebook or Instagram, and their email or phone number matches an existing contact, these contacts are merg...

Custom SMS Review Request Templates Now Available​

You can now create, edit, and assign custom SMS templates specifically for recurring review requests. 📝 Create Custom SMS Templates for Recurring Requests Now, you have the power to personalize your recurring review requests like never before.

Select Your Data Center for Optimal WordPress Hosting Performance​

Enhance Your WordPress Hosting with Country Server Selection We are excited to announce a new feature for WordPress hosting: the ability to select your preferred data center during site provisioning. This enhancement supports all setup methods, including starting from a blank site, cloning an existing site, or using a template.

Introducing the New Rich Text Element for Enhanced Funnels and Websites​

New Rich Text Element Now Available for Funnels and Websites We're excited to announce the launch of the new Rich Text Element within the Builder. What's New in the Rich Text Element.

Custom Font Support Now Available in Funnels and Websites Builder​

Feature Overview This new feature allows you to easily upload and manage your custom fonts directly within the platform. User-Friendly Interface: Utilize the new Custom Fonts modal by clicking on "Upload Font" in the font selector.

Boost Call Answer Rates with Local Presence Dialing​

With this feature, you can automatically call contacts from a number that shares the same area code, creating a sense of familiarity and trust that leads to higher call answer rates. When you call someone in a specific location, such as Dallas, Texas, Local Presence Dialing automatically uses a phone number from that region, if available.

Enhance Workflows with New GPT-5 Integration​

Introducing New AI Models With the latest update, you can now select from multiple GPT models within your workflows to suit your specific needs: GPT-5: Experience the full power of advanced AI. Pricing Details The new GPT models come with usage-based pricing to ensure transparency and flexibility.

Introduction of Reach and Frequency Metrics in Ad Manager Statistics​

Discover the New Reach and Frequency Metrics in Ad Manager Statistics At SMBcrm, we're committed to enhancing your marketing capabilities with insightful data right at your fingertips. Our latest update introduces two pivotal metrics that can significantly magnify your campaign analysis — Reach and Frequency.

Unlock Custom Metrics for Your Dashboard Success​

With the new Custom Metrics feature, you can create the exact performance indicators you need, combining multiple data sources into concise, meaningful insights that can be visually integrated into your dashboards and reports. What's New with Custom Metrics.

Launch of the WordPress Plugin Troubleshooter​

Introducing the WordPress Plugin Troubleshooter We're excited to announce the launch of the WordPress Plugin Troubleshooter, a powerful new tool designed to help you quickly identify and resolve plugin conflicts directly from your dashboard. Iterative Analysis: It iteratively disables and enables plugins to isolate the one causing issues.

Expand Your Website Options with 9 New WordPress Templates​

Expand Your Website Offerings with 9 New Ready-to-Use Templates We're excited to announce the expansion of our Website Templates Library, designed to streamline your WordPress site creation process. Introducing nine new, industry-specific templates, you'll be able to deliver stunning websites quickly to meet your clients' needs.

Dynamic Smartlist Option Now Available for Customer List Custom Audiences​

Introducing Customer List Custom Audience with Dynamic Smartlist Option We're excited to announce a new enhancement for our Customer List Custom Audiences, which now includes a Dynamic Smartlist option that allows you to choose between static or dynamic audience updates. Enhancing the current functionality, users can now create Customer List Custom Audiences from Smart Lists with an added advan...

CC/BCC Functionality Enhances Internal Email Notifications in Workflows​

You can now add cc and bcc recipients to internal email notifications, a frequently requested feature from our users. Seamless Internal Communication With the new cc/bcc capability, you can make your internal communication faster, more seamless, and more collaborative.

Streamline Workflow Management with Cross-Workflow Action Copying​

Elevate Your Workflow Efficiency: Copy Actions Across Workflows In response to one of the most requested features, we are thrilled to announce an enhancement that will save you hours in workflow management—introducing the ability to effortlessly copy and paste workflow actions across different workflows. Key Features of the New Workflow Action Copy Copy Workflow Actions Across Workflows Our lat...

Revolutionize Your Billing with Auto-Payments for Recurring Invoices​

Streamline Payments with Auto-Payments for Recurring Invoices Meet the new feature that's set to revolutionize how you handle recurring invoices and Point of Sale (POS) transactions: Auto-Payments. What’s New (and Why You’ll Love It) Set it and Forget it: Turn on Auto-Payment when scheduling a recurring invoice, and let payments roll in automatically.

Improved Reliability in Email Builder Conditional Logic​

Improved Conditional Logic Handling in Email Builder Conditional logic handling in the email builder has just been enhanced, offering a more reliable experience for users. Fixes Implemented The comparator function behind conditional logic has been improved to correctly handle undefined, null, and empty string values.

Unlock Greater Design Flexibility with Unbold Headings​

What's New Unbold Headings: You can now remove bold styling from headings H1 to H4 within any text element. Cleaner Heading Appearance: This update allows for a cleaner or lighter heading look when desired, which can significantly improve the visual appeal of your communications.

Improved Campaign Scheduling with Enhanced Time Range Validation​

Improved Time Range Validation in Campaign Scheduling Enhancing Your Campaign Scheduling Experience Campaign scheduling is a critical component for effective marketing management. Key Updates in Time Validation Front-End Time Validation: Now, if you set an end time that precedes the start time, a clear error message will be displayed under the end time field: "End time can't be before start tim...

Introducing Instagram DM Datasets and Enhanced Meta Conversion API in Workflows​

Instagram DM Datasets + CTD CAPI in Workflows What’s New. We're excited to introduce the ability to create Instagram DM datasets in your account, allowing for improved interaction tracking and conversion recording.

Effortless Store Creation Directly in Website Builder with New Store Elements​

Enhance Your Online Presence with Store Creation via Store Elements in the Builder We're thrilled to introduce a new feature that simplifies store creation seamlessly through the Website Builder. With this latest update, you can now add various store elements like Product Lists, Featured Products, or Pre-Built Store Sections directly to any page, even before a store is activated.

Smarter Domain Renewal Management for Seamless Control​

Smarter Domain Renewal Management: A Boost for Your Business Navigating domain management just got a whole lot easier. Our latest update brings you smarter domain renewal management, giving you full control over the renewal process.

Review AI Agent Management Now Accessible for Accounts​

Review AI Agent Management: Now Accessible for Accounts We are excited to announce an update that provides more autonomy for account users by allowing them to manage Review AI Agents. While control remains with agencies, accounts can now have more hands-on access if permitted.

Streamline Ecommerce Management with Bulk Editing in Spreadsheet View​

Our latest feature, Bulk Editing of Products in Spreadsheet View, provides a streamlined way to update multiple product attributes simultaneously through an intuitive, spreadsheet-like interface. Key Features Edit Multiple Fields at Once Now, you can update essential product information such as titles, descriptions, labels, and media.

Enhanced Product Deletion Management for Improved Business Security​

Safeguarding Your Business with Enhanced Product Deletion Management What’s New. We are pleased to announce a significant improvement in how businesses can now manage and safeguard the deletion of critical products.

Set Your Preferred Currency in Profile Settings​

Set Your Default Currency in Profile Settings What's New. We are excited to announce a new feature that allows your business to set a preferred default currency directly from your Profile Settings.

Enhancements to QR Code Builder for Streamlined Creation and Sharing​

Now, you can directly access and share QR Code links without the need to download or distribute the QR image file itself. Our improved Builder now allows you to test a QR Code's functionality in real time as you create it.

Introducing New Layouts and Pricing Flexibility in Pricing Table Update​

The latest update to our Pricing Table feature is designed to help you present your plans in more diverse and interactive ways. Now, you can choose from multiple layout options, set up various pricing models, and use customizable buttons to engage with your audience more effectively.

Streamline Your Ecommerce Fulfillment with New ShipStation Integration​

Introducing ShipStation Integration for Ecommerce Stores We are thrilled to announce our new ShipStation Integration feature, designed to streamline shipping and fulfillment for your Ecommerce store. Key Features of ShipStation Integration Automated Fulfillment The integration enables automatic order syncing and shipping status updates across platforms, eliminating manual entry and potential er...

Quick Start Your Online Store with Pre-Built Store Feature​

Start Store Creation with a Pre-Built Store Creating your first online store is now more straightforward than ever. The new Pre-Built Store feature allows you to bypass the initial setup, letting you jump right into customization.

Enhance Subscription Flexibility with New Update Options​

Update Subscriptions: Products, Quantities, and Date Adjustments Now you can enhance the flexibility of your active customer subscriptions without the hassle of canceling and recreating them. Adjust Product Quantities: Change quantities (from 1 to 1000) and observe the updated totals reflected in upcoming billing cycles.

Simplify Appointment Scheduling with ICS File Attachments​

Enhance Your Scheduling: ICS Files Now Included with Appointment Notifications We've elevated the post-appointment booking experience by introducing ICS file attachments to our email notifications. Introducing ICS File Attachments Automatic Attachment: ICS files are now seamlessly attached to appointment confirmation and reschedule email notifications.

Payments Tab Added to Appointment Modal for Enhanced Financial Management​

Exciting Update: Payments Tab Added to Appointment Modal We are thrilled to introduce a new feature designed to streamline your appointment management process - the Payments Tab within the Appointment Modal. What’s New Comprehensive Payment View: Gain insight into the amount paid, any remaining balance, and the total amount tied to each appointment.

Discount-Optimized Calendars with Integrated Coupon Codes​

Elevate Your Booking Experience with Coupon Codes in Calendars We are excited to announce a new enhancement to our calendar booking system: the integration of Coupon Codes. This feature allows customers to enter a code during their booking process to avail discounts directly through the calendar widget.

Interactive WhatsApp Messages Enhance Automations for Better Engagement​

Discover the New Interactive Messages Supported Message Types You can now leverage the following Interactive WhatsApp Messages in your automations: Quick Reply Buttons: Customize headers, bodies, footers, button titles, and timeout settings to guide customer interactions effortlessly. Enhance Workflow with Branching Interactive replies can now enable workflow branches, allowing you to implement...

Enhanced Insights with Updated Subscription and Transaction Details​

Enhanced Visibility on Subscription and Transaction Details We're excited to announce new enhancements that provide your business with richer insights on Subscription Details and Transaction Details pages. Payment Method Details For card payments, you can now easily view the card brand, last four digits, and expiry date.

True Zero Padding Support Enhances Design Precision on SMBcrm​

True Zero Padding Support for Enhanced Design Precision We are excited to announce a new feature update that offers true zero padding support for forms, surveys, and quizzes on SMBcrm. Your design will now display true zero spacing for a more streamlined appearance.

Streamline Your Workflow with Unified Domains and URL Redirects​

Unified Domains & URL Redirects Streamline your domain management with the latest update now available on our platform. This new consolidated view allows you to manage domains and set up URL redirects effortlessly, all from one place.

New Document Management Update Featuring Decline Functionality​

Enhance Your Document Management with Decline Functionality We're excited to introduce a new enhancement in our Documents & Contracts feature that empowers users to manage documents more effectively by allowing recipients to decline documents. Key Features Recipient Decision-Making: Recipients can now choose to decline a document, select their reasons, or add personalized notes.

Explore the Redesigned Pipelines Interface​

Discover the Redesigned Pipelines Page Experience a fresh and intuitive interface with our newly redesigned Pipelines page. Key Updates Modern, Streamlined UI Enjoy a sleek new look that enhances your navigation and management experience.

Boost Call Answer Rates with New Telephony Features Update​

Increase Call Answer Rates with Enhanced Telephony Features Enhancing your communication capabilities is paramount for maintaining efficient and effective customer interactions. We are pleased to inform you about new updates designed to boost your call answer rates, especially for those already registered for A2P messaging.

Enhanced CNAM Registration for Clearer Caller ID Management​

CNAM Registration Screen Enhancement To help you better understand the CNAM process, we've updated the CNAM registration screen. Comprehensive Guidance on Expectations Additionally, the CNAM registration prompt, which appears during auto-registration for SHAKEN/STIR, will now provide more detailed guidance.

AI Credits Removed in SMBcrm Workflows for Free Enhanced Features​

What's New: AI Credits Removed from Workflows Great news for all SMBcrm users. We have removed the AI credit system from workflows, making AI-assisted features within workflows completely free to use.

Enhanced Drag and Drop Page Builder Now in Labs for Early Access​

Discover the Enhanced Drag & Drop in Page Builder We are thrilled to introduce a significant upgrade to the drag-and-drop experience within our Page Builder, available now in Labs for early access. What's New Drag from Anywhere: You can now move elements by grabbing them from any part of the element, not just the drag handle.

Unlock New Engagement with Interactive WhatsApp List Messages​

🚀 Unlock New Engagement with Interactive WhatsApp List Messages We’re excited to unveil a new feature that brings an elevated level of interaction to your business communications: List Messages within Interactive WhatsApp Messages in Automations. What’s New in Interactive Messages Now, you can incorporate the following Interactive WhatsApp Messages into your automations: Quick Reply Buttons: Cu...

Enhance Your Content Strategy with New Blog Statistics Feature​

Track Your Blog & Post Performance with New Blog Statistics We've made it easier to see how your blogs are performing. The new Blog Statistics feature within Analytics allows you to track views, clicks, and engagement across all your blogs and posts, all in one place.

Optimizing Incoming Call Timeout for Better CRM Integration​

Sub-account Incoming Call Timeout Too Low Phone Number Incoming Call Timeout Too Low To aid in this, we've introduced a feature that alerts you when your timeout setting is outside the recommended range, providing guidance to help you choose a healthy duration. Improved Call Status Accuracy: The correct statuses are recorded in your CRM.

Introducing Document Delivery via SMS​

Introducing Document Sending via SMS Stay ahead in client communication with our latest feature: sending documents through SMS. This new update enables you to ensure that your documents are viewed promptly and agreed upon seamlessly.

Introducing Element-Level Label Alignment for Enhanced Form Customization​

Explore Our New Element-Level Label Alignment Feature We're excited to announce a new feature that enhances your form customization options: Element-Level Label Alignment. Now available across forms, surveys, and quizzes, this feature allows for individual configuration of label alignment per form element, offering greater flexibility beyond global form-level settings.

Texas Expands Telemarketing Laws to Include SMS Marketing​

Texas Mini-TCPA (SB 140) — SMS Now Covered (Effective Sept 1, 2025) Important Changes in SMS Marketing Regulations In a significant update to Chapter 302, Texas has extended its telemarketing laws to cover text messages. This change means if your business sends marketing SMS to Texas residents or from a Texas location, you'll need to comply with new registration and financial security requireme...

View Appointments in Your Preferred Timezone Now Available​

View Appointments in Your Preferred Timezone You can now choose any timezone to view your appointments across the platform — including Calendar View, Appointment List, Contacts, and Conversations. This new feature enhances your scheduling flexibility and ensures you always have appointments displayed in a timezone that suits you best.

Checkout Payment Elements Now Multilingual for a Global Audience​

Checkout Payment Elements Now Multilingual 🌍 Enhancing the checkout experience is always a priority, and we are excited to announce a significant update that supports a wider audience. Our checkout payment elements are now multilingual, offering you and your customers a more seamless and personalized payment journey.

Opportunities V2 Mobile App Revolutionizes Lead Management on the Go​

With customizable stages, detailed views, and faster action capabilities, your path to closing deals is now more efficient than ever. Getting Started with New Features 1.