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November 2025 Updates

· 13 min read
SMBcrm Team
SMBcrm Team
Product Team

Overview​

November 2025 brought 41 updates to SMBcrm, with focus on AI & Machine Learning, Workflows & Automation.

WhatsApp Business Update Enhancing AI Compliance and Data Security​

Key Highlights of the Update The updated terms primarily impose restrictions on external large language model (LLM) providers such as OpenAI, Anthropic, or Perplexity from utilizing WhatsApp message data for AI model training or analysis. Commitment to Compliance Rest assured, our platform's AI systems operate strictly within our infrastructure and align with these new regulatory standards.

Upgrade to Superior Uptime and Reliability with New Hosting Infrastructure​

What’s New Edge Caching with Stale Cache Strategy: Pages are stored across Cloudflare’s global network, ensuring they continue to load even during backend outages by using a stale cache fallback. Cloudflare Always Online: In instances where Cloudflare may not be available, an archived version of your page from the Wayback Machine will be displayed instead of an error page.

WhatsApp Coexistence Global Expansion Now Available​

Now, businesses using our CRM can connect their existing WhatsApp Business App—including those registered with Indian phone numbers—and benefit from dual-platform messaging without interruption or ban risk. This feature expands the capabilities of your existing WhatsApp Business App, offering benefits such as bulk messaging, automations, and analytics, all while ensuring seamless chat continuity.

Transform Your Data Analysis with Dashboard Summary AI​

Transform Your Data Analysis with Dashboard Summary AI NOTE: This Feature is currently available only for Employee AI Subscribers. We've reimagined your dashboard experience with our latest feature, Dashboard Summary AI.

Integrate Custom Agents with Ask AI for Enhanced Automation​

Bring Your Custom Agents Into Ask AI Note: Currently only available to Employee AI Subscribers Ask AI just got a significant upgrade. Our platform now allows you to integrate your custom-made agents from Agent Studio directly into Ask AI.

YouTube Auto Token Refresh Enhances Social Planner Integration​

YouTube Auto Token Refresh: Enhancing Your Social Planner Experience What's New in Social Planner We are thrilled to announce an improvement in our Social Planner tool that streamlines your YouTube integration. Key Highlights No More 30-Day Expiry: Your YouTube connection will now stay active long-term.

Streamlining Social Planning with Default Auto-Loaded Users​

Streamlining Your Social Planning with Auto-Loaded Community Users What's New in Social Planner We are excited to introduce an enhancement designed to make your experience with our Social Planner more seamless and efficient. Community users will now load automatically by default within the Post Composer, RSS Feed, and Community Settings.

Location-Wide Trashed Items Access for Enhanced Collaboration​

Now, all users within the same location can view and restore any items that have been moved to the trash, regardless of who originally deleted them. Current System Updates Enhanced Access for Users Shared Access Across Locations: Any user logged into a particular location can now view and retrieve trashed items, making collaboration more seamless.

Countdown Timers Now Available in WhatsApp Messages​

Exciting Update: Countdown Timers in WhatsApp Messages We are thrilled to introduce a new feature that will add a creative flair to your marketing campaigns—Countdown Timers in WhatsApp Messages. This latest enhancement allows you to elevate your messaging strategy by incorporating limited-time offers directly into your WhatsApp communications, creating urgency and driving action.

Map Quiz Results Seamlessly to CRM Custom Fields​

Map Quiz Results Directly to CRM Custom Fields Elevate your CRM experience with our latest update that enables seamless mapping of quiz results into contact-level custom fields. Key Highlights Auto-Generated Custom Fields Our new feature automatically creates fields for: Overall Score & Tier Category-wise Scores & Tiers Highest & Lowest Scoring Categories and their Scores Real-Time Field Update...

Streamlined Insert Experience in Funnel AI Copilot Enhances Speed and Design Alignment​

Faster and Smarter “Insert” Experience in Funnel AI Copilot We’re excited to announce the latest enhancements to the Insert experience in Funnel AI Copilot, designed to streamline the process of adding new sections to your pages. Whether you're expanding an "About Us" section, showcasing customer testimonials, or inserting a new call-to-action, Funnel AI Copilot now delivers aesthetically pleas...

Introducing Item Spacing for Enhanced Readability in Bullet Lists and Rich Text​

Enhance Text Readability with Item Spacing for Bullet Lists and Rich Text What's New In our latest update, we're introducing a convenient feature to help improve the readability and presentation of your text content in the Page Builder. You can now effortlessly adjust the space between items in bullet lists and rich text elements.

Embedded Inline Voice AI Chat Widget Now Available​

Embedded/Inline Voice AI Chat Widget The Voice AI Chat Widget on our platform now supports an exciting Embedded/Inline placement option. This upgrade allows your website's conversational AI to blend seamlessly into your site’s content for a more natural and immersive experience.

Funnel AI Page Generation Now 2.4x Faster with Enhanced Reliability​

Our recent updates have significantly improved speed, reliability, and content quality. Whether you're working on a single-section page or a full multi-section funnel, you'll now experience faster and more consistent results.

Customize Event Reminder Emails for Perfect Alignment with Your Brand​

Customize Your Event Reminder Emails in Communities We're excited to announce a new feature that brings more personalization to your Communities. You now have the ability to customize the Event Reminder Emails, ensuring that your reminders align perfectly with your brand's tone and style.

Support for “mailto:”, “tel:”, and “sms:” Links in URL Actions Enhance Your Funnel Interactivity We're excited to announce a new enhancement to our Funnel Builder that boosts interactivity and facilitates seamless communication. With the latest update, interactive URL actions using mailto:, tel:, and sms: links are now fully supported.

Streamline Instagram Engagement with Social Planner's New Comment Management Feature​

Social Planner Enhances Engagement with Instagram Comment Management Manage Instagram Comments Seamlessly We're thrilled to announce a new feature in our Social Planner that empowers you to manage Instagram comments directly within the platform. Now, you can engage with your audience, respond to comments, and manage conversations without navigating between tabs.

LeadConnector Plugin Transforms WordPress Integration​

Experience Enhanced WordPress Integration with Our Updated Plugin We're excited to announce a major update to our WordPress LeadConnector Plugin, designed to seamlessly integrate Calendars, Review Widgets, Surveys, and Quizzes directly into your WordPress sites. Expanded Product Support This update enables you to natively embed and manage several key features directly from within your WordPress...

Streamlining Community Management with New Channel Features and Bug Fixes​

What’s New Convert Private Channels Back to Public You now have the ability to reverse the process of converting a channel to private within a community group. Move Posts to Private Channels Admins and post authors can now move their posts seamlessly between public and private channels to which they have access.

Simplify Workflow Management with Bulk Operations Feature​

Bulk Operations in Workflow List Page: Simplifying Workflow Management Managing multiple workflows and folders at once just got a whole lot easier with our new feature update. What’s New You can now effortlessly select multiple workflows or folders to perform bulk actions directly from the list view.

Enable Seamless Support with Recurring Donations in Forms and Surveys​

Recurring Donations Now Supported in Forms and Surveys Overview We are excited to announce that you can now easily enable recurring donations within your forms and surveys. This new feature empowers your supporters to set up automatic donations on a schedule that works for them—whether it be weekly, monthly, or any custom schedule.

Global Font Control for Product Descriptions Now Available​

Product Description Font Override for Product Details Page Store owners now have the ability to control the Product Description font style globally from the Builder interface. With the new toggle feature, "Override Product Description Font Style", you can apply consistent typography across all your products without needing to edit each one individually.

Enhanced Context-Aware Auto Follow-Up for Conversation AI​

Smarter & Context-Aware Auto Follow-Up for Conversation AI We’re excited to announce a significant enhancement to the Auto Follow-Up feature within our Conversation AI tool. Enhanced Context Awareness With this update, our bot now intelligently analyzes entire conversations, including the latest messages, to decide whether a scheduled follow-up should be sent or canceled.

Introducing GPT 5 1 for Smarter Workflow Automation in SMBcrm​

New GPT 5.1 Model Now Available in Workflow GPT Actions A new AI model option—GPT 5.1—is now available inside the GPT action in SMBcrm workflows. Click the “+” icon to add a new action.

Workflow Builder Header Update Cleaner Handling for Long Workflow Names​

The header now adapts to longer names without breaking the layout and gives you an easy way to see the full name when you need it. What’s New in the Workflow Header Dynamic scaling for long names The workflow header now automatically adjusts based on the length of the workflow name.

Revamped Trust Center Streamlines A2P Registration for Faster Approvals​

The new guided flow helps you submit accurate information the first time, reducing back-and-forth and potential delays in getting your messaging campaigns approved. This update focuses on cleaner screens, smarter validations, and a new Submission Review step so you can confirm everything before you submit.

Enhanced Undo/Redo System for a Seamless Editing Experience​

What's New and Improved Comprehensive Change Tracking: The Undo/Redo functionality now seamlessly operates across the entire builder. This includes main pages, popups, and even global settings like typography and tracking codes, ensuring a comprehensive editing experience.

Introducing the Featured Product Element for Ecommerce Stores We are excited to unveil the Featured Product Element, a versatile drag-and-drop component designed to enhance the display of individual product details on your store or website pages. This new feature empowers store owners to spotlight any product, complete with images, variants, price, description, and call-to-action (CTA) options,...

New SEO Pixel Script Enables External Site Optimization​

You can now analyze and fix SEO issues on websites that are not built on our platform. This new capability is facilitated through the SEO Pixel Installation Script, connecting your external sites to our comprehensive SEO tool.

Stay Ahead of Disconnections with Smart Calendar and Video Reminder Alerts​

To reduce these issues, SMBcrm now gently alerts you when your connected calendar or video conferencing tool disconnects — using a smart reminder cadence that respects your notification preferences and avoids overwhelm. What’s New Automated Reminder Cadence for Disconnections When a connected calendar or video conferencing integration disconnects, SMBcrm now sends a short series of reminders to...

Control Shipping Zones with Precise Zipcode Based Filters​

New: Zipcode-Based Shipping Zone Controls for More Precise Delivery Managing shipping costs and delivery coverage is easier when you can control exactly where you ship. SMBcrm now supports zipcode-based filters for shipping zones, giving store owners more granular control over which locations are eligible for specific shipping options.

Introducing the All in One Gift Card System in SMBcrm​

End-to-End Gift Card System Now Available in SMBcrm You can now create, sell, send, track, and redeem gift cards directly inside SMBcrm, without relying on external tools or plugins. This update is designed to help you: Add a new revenue stream with minimal setup Simplify customer compensation and rewards Make it easier for customers to gift your products and services Create Fully Customizable ...

Apply Processing Fees Seamlessly at Ecommerce Checkout in SMBcrm​

Apply Processing Fees Directly at Ecommerce Checkout You can now add a processing fee directly to your Ecommerce store checkout in SMBcrm. What’s New for Ecommerce Stores With this update, store owners can: Add a Processing Fee to Ecommerce checkout flows Have the fee calculated on the total transaction amount: Subtotal – Discounts + Taxes + Shipping Show the fee as a separate line item during ...

Introducing Video Testimonials Labs in SMBcrm to Capture and Showcase Customer Reviews​

Collect Authentic Video Testimonials Directly Inside SMBcrm (Labs) A new Labs feature is now available in the Reputation area of SMBcrm: Video Testimonials. This gives you a simple way to collect and showcase genuine customer video reviews without asking anyone to install an app or learn a new tool.

Take Full Control of Payment Schedule Received Invoice Notifications in SMBcrm​

You can now fully customize, enable, or disable the “Payment Schedule Received” notification so your customers receive exactly the information you want them to see—no more, no less. What’s New in Payment Schedule Notifications Previously, whenever an invoice included installment payments, the “Payment Schedule Received” notification was: Sent automatically Not editable Limited to a generic mess...

Announcing Zero Dollar Estimates for Free and Complimentary Quotes in SMBcrm​

Estimates Now Support $0 Total Amount for Free and Complimentary Quotes What’s New You can now create and send estimates in SMBcrm with a total value of $0 (in any supported currency).

Boost Revenue With New One Click Order Upsells in Forms and Surveys​

Order Upsells Now Available in Forms and Surveys You can now add order upsells directly inside your funnel forms and surveys, without sending customers to an extra page or asking them to re-enter their details. What You Can Do With Form-Based Upsells You can now: Add an extra product offer in the same funnel step or the next step.

Bulk Action Campaign Updates for Faster Setup Stronger Validation and Clearer Email Performance​

What’s New in Bulk Action Campaigns 1. If you’re new to Bulk Action emails, you can start one from the Contacts page by selecting your contacts and clicking Emails.

Cleaner Trigger Names and Hover Preview in Workflow Builder​

To improve this, we’ve updated the Workflow Builder interface so long trigger names are easier to read and manage without sacrificing screen space. What’s New in the Workflow Builder Neatly Truncated Trigger Names When a trigger name is too long to fit in the header, it will now be: Cleanly truncated in the Workflow Builder Displayed in a way that keeps your workflow layout easier to scan This ...

Introducing the GBP Post Scheduler to Streamline Your Google Business Profile Marketing​

Streamline Your Google Business Profile Marketing With the New GBP Post Scheduler Managing your Google Business Profile (GBP) content just became much more efficient. The new GBP Post Scheduler helps you plan, automate, and optimize your Google posts directly from your existing social planning workflow.

Advanced Workflow Builder Update Bulk Actions Selective Formatting and Sticky Notes​

All of these enhancements are available in the advanced builder for workflows. Bulk Enable or Disable Selected Nodes You can now enable or disable multiple workflow nodes at once based on your selection.