September 2025 Updates
Overview
September 2025 brought 57 updates to SMBcrm, with focus on AI & Machine Learning, Workflows & Automation.
Enhance Social Planner with Flexible Approval Flows
Our latest update introduces a feature that allows approvers to adjust the date and time of posts within the approval flow. Approvers now have the ability to reschedule posts directly within the approval flow.
Introducing Custom Product Details Pages for Enhanced Ecommerce Stores
This new feature allows you to craft dedicated landing pages for individual products, offering enhanced storytelling and personalized layouts to better market your offerings. Add a New Page: Click on "Add New Page" and toggle the Custom Product Detail Page option.
Enhanced Document Creation with Integrated Content Library
Enhanced Document Creation with Our Content Library Our latest update introduces a powerful content library within the Documents & Contracts editor, designed to simplify and streamline your document creation process. New Features at a Glance Content Library Integration: Now available inside the Documents & Contracts editor and template editor.
Streamlined WhatsApp Business Verification Now Available in SMBcrm
WhatsApp: In-App Business Verification What’s New SMBcrm has integrated a streamlined solution for WhatsApp Business verification directly within our platform. Now, businesses can manage document uploads and submissions to Meta quickly and efficiently with unified visibility at both the agency and account levels.
Enhance Google Business Profiles with WhatsApp and Text Messaging
Businesses can now add WhatsApp and Text Message contact options to their GBP listings, catering to customers who prefer messaging over traditional calls. Your clients can now enhance their reach and improve customer interactions by incorporating WhatsApp and Text Message contact options into their GBP listing.
Streamlined Prices and Variant Management for Boosted Efficiency
Enhanced Prices/Variant Page for Improved Management We've improved the Prices/Variant management experience to enhance user accessibility, streamline configurations, and ensure important details are not overlooked. What's New Hover Highlight on Prices/Variant Tiles: Now, when you hover over Prices/Variants, they are highlighted, clearly indicating that these elements are clickable.
Introducing Enhanced 4-Decimal Precision for Tax Rates
This advancement ensures improved accuracy across various financial documents, allowing businesses to handle fractional tax rates with ease. Precise Tax Rate Calculations Enhanced Precision: Tax rates will now calculate and display up to four decimal places, such as 7.1250%, permitting more precise financial accuracy.
Enhanced Form Handling with Auto-Scroll to First Error and Inline Messaging
Enhance Your Form Experience with Auto-Scroll to First Error and Improved Error Handling We've implemented two key enhancements to our Forms, Surveys, and Quizzes to make correcting errors easier and more intuitive. Auto-Scroll to First Error One of the standout features in this update is the Auto-Scroll to First Error functionality.
Introducing Domain Transfer-In for Simplified Domain Management
Domain Transfer-In: Centralize Your Domain Management We're excited to introduce a new feature—Domain Transfer-In—that enables you to transfer your domains from popular registrars like GoDaddy and Namecheap directly into SMBcrm. This enhancement brings together the purchasing, transferring, renewal, DNS management, and billing processes into a single, simplified workflow.
Introducing the New Xero Integration for Streamlined Invoicing
Enhance Your Invoicing Experience with Our New Xero Integration We're excited to announce that the highly anticipated Xero integration is now live. Here’s everything you need to know about the new integration.
Automatic Compliance: Opt-Out and Sender Info Feature
Therefore, SMBcrm has introduced a new feature designed to protect your business, clients, and communication integrity by automating the inclusion of opt-out and sender information in outbound messaging. Our latest feature automatically adds opt-out language and your business name at regular intervals throughout messaging threads, not just in the initial message.
Enhance Web Design with New Gradient and Blur Backgrounds in Page Builder
Elevate Your Web Design with Gradient & Blur Backgrounds We're thrilled to announce a fantastic new feature in our Page Builder that lets you add gradient backgrounds and blur effects to your Sections, Rows, and Columns. What’s New Multi-color gradients: Create captivating backgrounds with smooth transitions using up to 10 colors.
Introducing the Advanced Certificate Builder for Streamlined Design
Discover the All-New Advanced Certificate Builder We're excited to introduce the Advanced Certificate Builder, crafted for enhanced speed, flexibility, and professional-grade design. This powerful tool has been rebuilt from the ground up, offering features that make certificate creation smoother and more efficient than ever.
Introducing Dedicated Sending Domains for Your Calendar Emails
Calendar Dedicated Sending Domains Now Available We're excited to introduce the ability to assign dedicated sending domains specifically for your Calendar emails. This new enhancement provides better control over your appointment-related email deliverability, enhancing the way you manage client communications.
Mailchimp Template Import Simplifies Your Email Design Process
Mailchimp Design Editor Template Import: Streamline Your Email Marketing We are thrilled to announce a new feature that will significantly enhance your email marketing strategy — the ability to import Mailchimp templates directly into our design editor. This new functionality aims to simplify your editing process and make it more accessible.
Introducing the New Forms & Surveys Section in Funnel and Website Builder
New Forms & Surveys Section in Funnel/Website/Ecomm Builder What’s New We are excited to announce a new Forms & Surveys section has been integrated within the Funnel, Website, and E-commerce Builder. This new addition allows users to create, add, and manage forms or surveys directly, making it more convenient to capture information and engage with your audience.
QR Code Element Integration Now Available in Page Builder
Enhance Your Web Pages with QR Code Integration We're excited to introduce the new QR code element feature now available in your Page Builder. This update allows seamless integration of QR codes directly onto your web pages, providing a simple way for visitors to connect instantly to any URL by scanning a code with their phone.
Introducing the New Drip Mode Architecture for Enhanced Bulk Actions
Announcing the New Drip Mode Architecture in Bulk Actions We're excited to unveil the latest enhancements to Drip Mode in Bulk Actions. What's New in Drip Mode.
Dynamic Custom Value Picker Enhanced with Expanded Field Support
Our existing Dynamic Custom Value picker now supports more field types, including Numeric, Select/Dropdown, and Monetary fields. This means you can now compare or set values using live variables from earlier steps or stored fields—making it easier for you to maintain accurate and dynamic data without the hassle of hard-typing numbers or text.
Enhanced If/Else Action with Dynamic Custom Value Picker Unveiled
This update introduces support for more field types, enhancing your workflows with greater flexibility and dynamic capabilities. Expanded Dynamic Fields Support Our latest enhancement allows you to utilize the existing Dynamic Custom Value picker with additional field types within the If/Else Action: Numeric: Utilize scores and counts dynamically.
Interactive CTA Buttons Launch for WhatsApp Messages
New Feature: Interactive CTA Buttons for WhatsApp Messages We’re excited to introduce the launch of Interactive Call-to-Action (CTA) URL Button Messages for WhatsApp within our automation tools. This new feature is designed to streamline the customer interaction process by replacing long URLs with simple, tappable buttons.
Introducing the Smarter Download Button for Enhanced User Experience
The Download button is now more intuitive, ensuring a better user experience for your customers. Key Highlights Conditional Visibility in Thank You Page The Download button will now only appear if there are files available for the purchased digital item.
Faster and Smoother Courses Preview Experience Enhanced
🚀 Faster & Smoother Courses Preview Experience What’s Improved Great news for course creators and learners. Pages open much quicker now, allowing learners to dive into their content almost instantly.
Enhancing Google Ads with EU Political Ads Compliance
New Update: Google Ads - EU Political Ads Compliance Section We've introduced a significant update to the Google Ads campaign builder flow, ensuring it now includes a new EU Political Ads section under the Geographic Location settings. Key Features of the Update: Advertisers must now declare if their campaign includes European Union political ads.
Enhanced Height and Width Controls in Page Builder for Precise Design
Enhance Your Design with New Height & Width Controls for Page Builder Elements We're excited to announce a new update to the Page Builder that empowers you to have more control over your designs. Now, every element in the Page Builder offers custom height and width adjustments, making it easier than ever to create pixel-perfect layouts.
Notion Automations Now Available for Seamless Workflow Integration
What's New Triggers New Database Item Updated Database Item Updated Page Actions Create Page / Database Item Update Database Item Add Content to Page Add Comment Archive / Restore Database Item Retrieve Page, Block Children, Database Get Page Comments Find Page / Database Item Find or Create Database Item / Comment Note Triggers for Notion run on a 5-minute polling cycle, ensuring regular updat...
Airtable Integration Enhances Workflow Automation with New Actions and Triggers
Airtable – New Actions & Triggers in Workflows What’s New Exciting news for users seeking a streamlined workflow – you can now directly connect Airtable to your workflows, allowing for easy creation, update, and synchronization of records without the need for webhooks. Here's a closer look at the latest additions: Triggers (from Airtable to SMBcrm): New Record: Activate when a new record is add...
Transform ClickUp Integration with New Workflow Capabilities
ClickUp Integration: New Actions & Triggers in Workflows We're excited to announce new capabilities within our platform that allow you to connect ClickUp directly inside Workflows. Now you can transform CRM events into tasks, documents, and projects seamlessly, without the need for manual setup or utilizing webhooks.
Automate Google Contacts with New Actions and Triggers in Workflows
Google Contacts – New Actions & Triggers in Workflows What's New We're thrilled to announce that you can now automate Google Contacts directly within your workflows. Here’s a brief overview of the newly introduced triggers and actions: New Triggers: New Contact: Initiates a workflow when a new contact is added to Google Contacts.
Introducing the Bubble Style for Radio Buttons and Checkboxes
Discover the New Bubble Style for Radio & Checkbox Elements We are excited to introduce a fresh and modern enhancement in form customization—Bubble Style for radio buttons and checkboxes. You can access this feature in the Options tab for quick adjustments.
Expanding Availability of Global Phone Numbers for Enhanced Communication
Expanding Horizons: Improved Phone Number Coverage for Your Business We're excited to announce a significant enhancement in phone number availability, offering you the ability to purchase numbers in a broader range of countries and with diverse types. New Markets and Supported Types With the latest update, you can now acquire phone numbers from the following new countries: Argentina 🇦🇷 — Local ...
Introducing Bubble Style for Enhanced Form Elements
What’s New: Bubble Style for Radio & Checkbox Elements We are excited to announce a new design feature that enhances the look and feel of radio buttons and checkboxes in your forms, surveys, and quizzes. Improved User Experience: This design upgrade offers improved clarity and interactivity, leading to a better experience for end-users.
Explore Our Updated Domains Page at SMBcrm
Explore new features that make purchasing a new domain or transferring an existing domain seamless with enhanced clarity and compelling options. A dedicated section now emphasizes the benefits of consolidating domains for simpler management and security, along with clear calls-to-action for purchasing or transferring your domain.
Introducing Geographic Analytics for In-Depth State and City Insights
Explore Geographic Analytics (State & City Drilldown) Enhance the precision of your data analysis with our newly introduced Geographic Analytics feature. Key Features Geographic Dropdown: Seamlessly switch between Country, State, and City views using a simple dropdown menu.
Enhanced Error Highlighting for More Efficient Workflow Building
Key Updates: Targeted Error Indicators: Error highlights will now appear exclusively for those items that truly require your attention, ensuring a more precise workflow setup. Clearer Trigger Status: There is now a more distinct separation between configured and unconfigured triggers, allowing for quicker identification and resolution.
Control Your Compliance: New Opt-Out Flexibility in Messaging
With our latest update, we've added flexibility, giving you the reins to control how and when these features are used. This update allows you to tailor compliance to the specific needs of each client, providing a simple on/off setting to enable or disable the periodic opt-out feature without enforcing it across the platform.
Customizable Message Fields for Enhanced Privacy in Chat Widgets
Our chat widgets, spanning platforms such as WhatsApp, Email/SMS, All in One, and Voice AI, now include a mandatory pre-filled message field. This feature: Comes with a default message like “I want to know more,” which can be fully customized to suit your needs.
Enhanced User Experience with Dismissible Missing Info Alerts
We're excited to announce the new ability to dismiss "Missing Info" alerts on entity profiles for fields that are not applicable to your business, such as TikTok URLs and YouTube pages. This new feature makes your user experience cleaner, more personalized, and more accurate.
Introducing the Traffic Source Analytics Feature for Enhanced Web Traffic Insights
Our newly launched Traffic Source Analytics feature is designed to enhance your understanding of web traffic, helping you make informed decisions to drive growth. Channel Breakdown Visualization With the Channel Breakdown feature, gain a visual representation of your daily traffic derived from Organic Search, Paid Search, Direct, Referral, and other sources.
Voice Integrity Tooltip Enhances Outbound Call Success
Voice Integrity Tooltip for Unanswered Calls Boosting Outbound Call Answer Rates Improving the answer rates for outbound calls is now more achievable with our latest feature enhancement. When you make a call from our web dialer and it is not answered, you’ll see a new tooltip encouraging you to register your numbers for Voice Integrity.
Enhanced Email and SMS Stats UI Unveiled for Improved Clarity and Readability
The updated design aligns with our commitment to provide you with an intuitive and streamlined user experience. Key Updates Numbers First: Your metrics are now prominently displayed at the top with corresponding labels underneath.
Streamlined Google Connection With Enhanced Permissions Management
With Google's updated OAuth flow providing the flexibility to select permissions, users sometimes leave essential permissions ungranted, leading to functionality issues. This enhancement ensures seamless operation for all connected features.
Streamlined Workflows Now Possible With Contactless Task Creation
You can now create tasks without needing a contact in our task management system. This enhancement allows the 'Add Task' action to generate standalone tasks, even when a contact is not present in the workflow.
Customizable Countdown Timer Labels Now Available
Countdown Timer Labels Update Customize Your Countdown Timer Labels for a Personalized Experience We're excited to announce a new update to our platform—fully customizable countdown timer labels. Key Features: Editable Labels for Timers: Now, you have the freedom to edit countdown timer labels to align perfectly with your campaign style and tone.
Effortless Note-Taking Now Available on Active Calls
Improved Functionality for Seamless Communication Previously, users experienced difficulties with the notes functionality while on an active call. This feature enhancement boosts productivity and ensures critical information is not lost during calls.
Ad Manager Introduces Image Assets for Enhanced Google Ad Campaigns
Ad Manager: Image Assets for Google Ad Campaigns Unlock Enhanced Visual Appeal in Google Search Ads We're excited to announce a new feature that enables you to add image assets to your Google Search Ad campaigns. This addition allows your ads to stand out on Google surfaces such as Search, Display, and YouTube by incorporating compelling visual elements to capture attention and potentially impr...
Contactless Triggers Enhance Internal Notifications
Internal Notifications: Contactless Triggers Support Enhance Workflow Communication with Contactless Triggers Internal Notifications (in-app, email, SMS) now operate seamlessly even when no contact is enrolled in a workflow.
Enhanced Website Hosting Audit Now in Marketing Audit Reports
Introducing the Enhanced Website Hosting Audit in Marketing Audit Reports Your Marketing Audit Reports are now more adaptable and precise than ever before. What’s New Beyond WordPress Previously, our audit reports focused solely on WordPress.
Streamline Your Workflow With New Calendly Integration Update
Enhance Your Scheduling With Updated Calendly Integration We’re thrilled to share an exciting improvement to our Calendly integration, designed to make your scheduling and calendar management even more seamless—especially beneficial for those managing multiple locations or accounts. Cross-Account Support for Calendly In this latest enhancement, users can now connect a single Calendly account ac...
Enhancements to Streamline Service Management
Exciting Updates to Enhance Your Service Management We've rolled out several new features to improve your experience in managing services and appointments. Here's what's new: Duplicate Appointments A new "Duplicate Appointment" button has been added to the appointment modal.
Redesigned Phone System Navigation Now in Beta
This enhanced navigation is currently available as a beta release, allowing you to try it out, streamline your operations, and provide valuable feedback for improvement. What's New in the Navigation.
Introducing Newsletters for Communities Empowering Engagement and Connection
Introducing Newsletters for Communities Highlight your community's top content and events with our newly launched Newsletters feature. What’s Inside Every Newsletter Active Threads: Keep the conversation going by showing members the last post they engaged with, along with the freshest replies from the community.
Advanced Video Customization Now Available in Page Builder
These new controls allow users to adjust video style and playback seamlessly, ensuring your audience has an engaging and accessible experience. What’s New Improved Video UI: Enjoy a sleeker, more intuitive player interface that enhances user interaction.
New Features Enhance QR Code Management with Bulk Actions and More
Enhance Your QR Code Management with New Features Elevate your QR Code management experience with our latest feature upgrades. Discover how these new tools can bring efficiency and convenience to your workflow.
LinkedIn Ads Now Integrated in Ad Manager
This new feature allows you to seamlessly connect your LinkedIn Ad Accounts and create both Lead Generation and Website Traffic campaigns directly within our platform. With this integration, you now have the power to manage advertising on three key platforms—Google, Meta, and LinkedIn—all in a single, streamlined interface.
New Regional Ad Restrictions and Enhanced "Get Offer" CTA for Meta Lead Gen Ads
To help you navigate these complexities and avoid campaign failures, our system now features clear error messaging. This feature enables advertisers to highlight promotions or discounts directly within the ad, increasing engagement and enhancing conversion potential.
Chat Widget Update: Custom AI Agent Naming and Call Recording Notice
Chat Widget Update: Custom AI Agent Name & Call Recording Notice Discover the Latest Enhancements We're excited to share two new updates in the Chat Widget builder that enhance both customization and transparency for your users. Custom AI Agent Name You can now set a personalized Voice AI Agent Name directly from the Chat Widget builder.