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December 2025 Updates

· 21 min read
SMBcrm Team
SMBcrm Team
Product Team

Overview​

December 2025 brought 60 updates to SMBcrm, with focus on Workflows & Automation, AI & Machine Learning.

Introducing Facebook and Instagram Chat Widgets for Direct Social Messaging​

New: Facebook & Instagram Chat Widget Types You can now set up dedicated chat widget types that connect your website visitors directly to Facebook Messenger or Instagram DMs. If you are new to SMBcrm’s tools for capturing and nurturing leads, you can learn more about how our platform supports multi channel engagement on our Capture and Nurture pages.

All in One Chat Widget Adds Facebook Instagram and Voice AI for Streamlined Customer Conversations​

All in One Chat Widget Now Supports Facebook, Instagram & Voice AI The All in One Chat Widget inside SMBcrm now gives you more control over how visitors connect with your business. You can now include Facebook, Instagram, and Voice AI alongside your existing chat channels, then choose exactly which ones appear in your widget.

Score Editor Upgrade Faster Cursor Control for Precise Scoring Edits​

Improved Score Editor Cursor Support for Faster, More Precise Edits The Score Editor has been updated to make editing your scoring expressions more flexible and efficient. With this update, the Score Editor now supports full cursor control, so you can edit any part of an expression directly without extra steps.

More Precise Drag and Drop Control for Forms and Quizzes​

Drag and Drop in Forms and Quizzes Now Behaves More Predictably Managing the layout of your forms and quizzes should feel simple and precise. This could lead to: Unexpected changes in field order Extra clicks to fix layouts Confusion when building longer, more complex forms or quizzes What’s Been Fixed Drag and drop behavior in the form and quiz builders has been adjusted so that items now inse...

Single product auto selection streamlines checkout in form builder preview​

Streamlined Checkout With Single Product Auto Selection in Form Builder Preview If you use forms to collect payments, a small but meaningful update is now live to reduce friction for your customers during checkout. Previously, when you added just one product to a form, it would still require manual selection in the builder preview.

Add Multiple Terms & Conditions in Surveys and Quizzes You can now add more than one Terms & Conditions (T&C) field to Surveys and Quizzes, just like you already can in Forms. With this update, Surveys and Quizzes now support multiple T&C fields, creating a consistent experience across all builders.

Calendar Services V2 brings complete mobile service booking to SMBcrm​

Calendar Services V2 Now Available in the Mobile App Our updated Calendar Services V2 experience is now live in the SMBcrm mobile app, giving you a complete end-to-end service booking workflow from your phone. Service-based teams can now manage multi-service bookings, variations, add-ons, coupons, time availability, and staff-specific pricing without needing to log in on desktop.

SMBcrm Workflow Builder Upgrade Faster Performance Higher Action Limits and Live Action Counter​

Whether you are building a simple follow up path or a multi step automation across teams, you should now see a smoother experience as your workflows grow. What’s New In The Workflow Builder Improved performance for large workflows Working inside big automations can sometimes slow things down.

Faster Smarter Workflows with Instant Data Refresh Math Sync and Reliable Task Notifications​

Always Get the Latest Contact & Object Data in Workflows What Changed Workflows now refresh contact and custom object details instantly between steps. Previously, if you updated a contact or object inside a workflow and then had a short wait step, the next action could still see old data.

Add Icons To Form Buttons For Clearer Calls To Action In Form Builder​

New: Add Icons To Your Form Buttons For Clearer Calls To Action You can now add icons to buttons in the Form Builder, making it easier to create forms that stand out and guide visitors more clearly through your funnels and pages. This update introduces a simple icon picker with a wide selection of Material Symbols that you can search, preview, and apply directly to any button in your forms.

Smoother Product Selection for Featured Product & Collection Elements We’ve updated how you connect and manage products and collections inside the funnel and website builder. Instead of digging through side panels or configuration menus, you can now work directly on the canvas for faster, more intuitive setup.

New Course Assessment and Comment Email Alerts for Streamlined SMBcrm Learning​

New Course Assessment & Comment Emails For Smoother Online Learning This update adds new automated course emails in SMBcrm so learners and instructors can stay aligned on quizzes, assignments, and course discussions without extra manual follow up. What’s New: 7 Course Email Notifications You can now enable seven new course-related email notifications inside SMBcrm.

Streamlined GPT 5 Workflow Actions With Cleaner Advanced Options​

Streamlined GPT Workflow Actions For Newer Models Our workflow builder now provides a cleaner experience when you use the latest GPT 5 model family in your automation. If you rely on AI inside your SMBcrm workflows, this update removes options that are not actually supported by these newer models, so configuration is more straightforward and less confusing.

Build Faster and Stay Consistent With New Universal Elements in the SMBcrm Builder​

Build Faster With Universal Elements in the SMBcrm Builder You can now save individual elements like buttons, forms, navigation menus, icons, and more as Universal Elements inside the SMBcrm builder. [caption id="attachment_64002" align="alignnone" width="768"] Universal Elements[/caption] Universal Elements vs Templates When you save an element in the builder, you now have two options: Univers...

Edit Service Appointments Instantly Without Canceling or Rebooking​

You can now fully modify unpaid service appointments directly from the edit screen, so you no longer have to cancel and recreate bookings for small changes. What’s New With Service Appointment Editing Edit Unpaid Service Appointments Directly For unpaid appointments, you can now adjust nearly every key detail in one place.

Clearer Event Calendar Setup With Onscreen Guidance in SMBcrm​

Clearer Event Calendar Behavior With New Onscreen Guidance Choosing the right calendar type in SMBcrm is easier now that Event Calendars include a short, built‑in explanation of how they behave. What Changed In Event Calendar Setup Upfront helper message on create and edit screens When you create a new Event Calendar or edit an existing one, you will now see a label that calls out important beh...

Stay Informed When a Meeting Is Missing a Location Overview A new calendar safeguard is now available in SMBcrm to help reduce confusion and missed meetings. Assigned users can now be notified when an appointment is created without a meeting location or meeting link.

Fine Tune Top Margins in SMBcrm Forms Surveys and Quizzes​

Easily Adjust Margins in Forms, Surveys, and Quizzes You can now fine-tune the spacing in your forms, surveys, and quizzes directly inside the SMBcrm builder, without touching custom code. What’s New You can now manage top spacing (margins) for your content directly in the builder: New Top Margin controls in the Styles > Layout panel Works across Forms, Surveys, and Quizzes Changes appear insta...

Announcing AI Schedule Personalized Send Times For Higher Email Engagement​

AI Schedule is an email timing optimization feature that uses behavioral data to pick the ideal send time for each individual recipient. This feature is especially useful if you are already using SMBcrm to capture leads and nurture them with targeted campaigns.

Cleaner QR Codes With Tighter Logo Padding​

Cleaner QR Codes With Reduced Logo Padding QR codes created through SMBcrm now have a more refined, compact look thanks to reduced padding around embedded logos. The updated logo padding: Applies to both new and previously generated QR codes Updates automatically anywhere your QR codes are displayed from SMBcrm Keeps your branding consistent across campaigns If you are using QR codes in funnels...

New SMBcrm Templates To Launch Websites Funnels Social Posts Ads and Campaigns Faster​

New Templates To Speed Up Your Websites, Funnels, Social Posts, and Ads A new batch of ready-to-use templates is now available in SMBcrm to help you build pages, launch funnels, publish social content, and run ad campaigns with less manual work. Website Template: Financial We have added 1 new website template for financial businesses.

Track Threads and Bluesky Analytics Alongside All Your Social Channels in SMBcrm Social Planner​

Track Threads and Bluesky Performance Directly Inside Social Planner Analytics for Threads and Bluesky are now available inside SMBcrm Social Planner. What’s New in Social Planner You can now see: Post volume tracking for Threads and Bluesky Social post performance graphs for both platforms Daily trends for: Posts Impressions Likes Comments Engagement metrics Impressions tracking (Bluesky only)...

To make that process smoother, SMBcrm now offers an enhanced blog post preview that mirrors the final published version. You can now validate complex designs with confidence and share draft previews for quick approvals, all without publishing the post.

Manage Multiple Social Media Watermarks by Account in SMBcrm Social Planner​

What’s New in Social Planner Watermarks You can now: Upload multiple watermarks and associate one watermark per social account Name and preview each watermark before saving so you know exactly what will appear on your posts Quickly assign a watermark to all social profiles using “Select All” or set unique watermarks for individual accounts Edit or delete existing watermarks at any time, with a ...

Automate Inbound DND in SMBcrm Workflows to Cut Spam and Keep Your CRM Clean​

Automate Inbound Do Not Disturb (DND) To Cut Down Spam & Noise You can now control Do Not Disturb settings for inbound communication in SMBcrm workflows, not just outbound. What’s New With DND in Workflows Direction Control For DND Triggers And Actions You can now set a communication direction for: Contact DND trigger Enable/Disable DND action Both now include a Direction option so you can spec...

Enhanced CSV Exports in SMBcrm for Cleaner Taxes Clearer Payments and Deeper Product Insights​

Enhanced CSV Exports for Transactions, Orders, and Subscriptions Businesses can now access more detailed, consistent, and reliable CSV exports across Transactions, Orders, and Subscriptions in SMBcrm. Clearer Tax Visibility Across All Exports Separate Totals for Inclusive vs Exclusive Taxes The updated CSV exports now provide a clearer breakdown of how taxes are applied: Total Tax Amount (Exclu...

Custom Call Dispositions for Faster Wrap Up Smarter Automation and Clearer Reporting​

Call Dispositions: Faster Call Wrap‑Up, Cleaner Follow‑Ups, Better Tracking Our calling tools now include Custom Call Dispositions so your team can quickly choose an outcome for every call and use that choice to drive automation, follow‑ups, and reporting. What’s New Post‑call disposition picker in the Web Dialer After each call in the Web Dialer, agents now see a simple post‑call picker to sel...

Showcase Every Customer Voice With Manual Reviews In SMBcrm Reputation​

Manual Reviews in SMBcrm Reputation, now available in Labs, let you bring all that feedback into one place so your online presence reflects the full picture of your customer experience. Add Individual Reviews Manually You can now enter reviews that were collected offline or through unsupported channels and manage them alongside your existing online reviews.

Smarter Styling and Device Specific Controls for Forms Surveys and Quizzes​

You can now style content with richer inline tools, set separate design settings for desktop and mobile, and see your changes update in real time. Key Improvements Richer Inline Text Editor for Headings, Text, and TnC Headings, text blocks, and Terms & Conditions fields now support a more capable inline editor so you can adjust content visually without digging through extra menus.

Design Richer On Submit Confirmation Screens With the New SMBcrm Message Editor and Live Preview​

You can now design more polished, on-brand confirmation screens with richer formatting, smarter layouts, and a live preview that shows exactly how things will look on your actual form. Key Improvements To Your “On Submit” Messages Rich Text Editor For Clearer, On-Brand Messages The “On Submit” editor now includes built-in rich text controls, so you can style your confirmation message without ex...

Improved Copy and Paste for Workflow Actions in SMBcrm​

What’s Improved Visual Paste Guides After you copy a workflow action, you’ll now see clear visual cues (including a subtle glowing animation) that show exactly where you can paste that action. Quick Re-paste If you need to paste the same action multiple times, you can now re-paste without copying again.

Instagram Reels Share to Feed Toggle Now in SMBcrm Social Planner​

Instagram Reels Share to Feed Toggle Is Now Available in SMBcrm Social Planner SMBcrm Social Planner now includes a new Share to Feed toggle for Instagram Reels, giving you more control over where each Reel appears on your Instagram profile. Instead of every Reel automatically showing in both places, you can now choose whether a Reel shows on your Instagram Feed and Reels tab or only on the Ree...

Workflows Landing Page Update Easier First Time Setup With AI Builder and Templates​

Workflows Landing Page: Improved First-Time Setup Experience Getting started with automations should feel straightforward, especially the first time you open Workflows. We’ve refreshed the Workflows landing page to help new users move from “not sure where to begin” to building a working automation faster.

Workflow Switcher Update Same-Tab Navigation Faster Switching and Built-In Workflow Management​

Workflow Switcher Updates: Same-Tab Navigation, Faster Performance, and Better Workflow Management The Workflow Switcher in SMBcrm has been updated to make it quicker to move between workflows and easier to manage them without breaking your focus. What’s new: navigation and performance improvements Same-tab switching (less tab clutter) When you select a workflow from the switcher, it now opens ...

Asana Integration for SMBcrm Workflows with New Instant Triggers and Actions​

Asana Integration for SMBcrm Workflows: New Triggers and Actions You can now connect Asana directly to SMBcrm Workflows, making it easier to create tasks, update projects, and keep work in sync without relying on third-party automation tools or custom webhooks. What’s New: Asana Triggers (Asana to SMBcrm) These triggers fire instantly when activity happens in Asana, helping you launch workflow ...

New SMBcrm Templates for Faster Website Funnel Email Ad and Social Launches​

Introducing New Templates for Faster Launches Across Your Marketing We’ve added a fresh set of ready-to-use templates inside SMBcrm to help you create on-brand marketing assets faster. Whether you’re launching a new website, building a funnel, sending an email campaign, or publishing ads and social posts, these templates are designed to reduce setup time while keeping your messaging consistent.

New International Phone Numbers Now Available in France Australia Malaysia Italy Chile Germany and Japan 2025 Update​

New Phone Number Availability Across Key Countries (2025 Update) SMBcrm has expanded international phone number availability across multiple key countries throughout 2025. You can now search and purchase these numbers directly inside the Buy Number experience, helping improve global coverage for teams that support customers in multiple regions.

Improved Slot Availability for Overlapping Appointments with Multi Booking Support​

Overview We’ve improved how slot availability is calculated for calendars that allow multiple appointments per time slot. Now, overlapping appointments only reduce availability by 1 in each slot they span.

Community Groups Can Now Toggle the Mandatory Profile Prompt​

Communities Enhancements: Control the Mandatory Profile Prompt What’s New: A New Group Setting for the Mandatory Profile Modal You can now control whether new members are required to complete their profile when they join a community group. New setting: “Show mandatory profile modal” Inside your community group settings you’ll see a new option called Show mandatory profile modal.

Media Storage Now Supported in Services v2 for Calendars​

Overview Media Storage is now supported in Services (v2) for Calendars, making it easier to manage images in one centralized place. What’s New in Services (v2) Browse and insert images from Media Storage You can now open Media Storage from key areas in Services (v2) to quickly select an existing image or upload a new one.

Sender Domain Settings in Email Campaigns​

Sender Domain Settings Now Available in Email Campaigns We’ve added Sender Domain settings inside Email Campaigns to give you more control over which sending domain is used and to help reduce preventable email delivery failures when you send or schedule a campaign. What this update solves Previously, some campaigns could fail when: The sender email had issues (for example, using a public email ...

Google Ads Lead Sync Integration Now Available in SMBcrm SMBcrm now supports a Google Ads lead sync integration that automatically brings new leads from your Google lead forms into your CRM. You can view available campaigns and lead forms in one place, which makes it easier to manage multiple lead sources without jumping between tools.

Simplified A2P and Persona Requirements for Canada and International SMS in SMBcrm​

What’s New Canada to Canada messaging no longer always requires A2P If you send messages within Canada (CA to CA), the A2P requirement now depends on when the phone number was purchased: If your number was purchased before March 26, 2025 You can continue sending messages without A2P registration If your number was purchased on or after March 26, 2025 You can send messages with either: A2P regis...

Domain Transfer Out Now Available in SMBcrm​

Domain Transfer-Out Now Available in SMBcrm You can now transfer domains you purchased or previously transferred into SMBcrm to an external registrar directly from your dashboard. Important details: The authorization/EPP code is emailed to the domain owner (the person who purchased the domain) and the account owner You can request a new code again after 5 minutes from the previous request Why T...

Contact Merge Workflow Handoff No More Dropped Executions​

What’s new When two contacts are merged, SMBcrm now automatically hands off the active workflow execution to the correct contact so nothing gets lost. Why this matters Contact merges are common when: A lead submits multiple forms with slightly different info Someone chats as a guest and later becomes a known contact Your team imports lists that create duplicates With this improvement, you’ll se...

Workflow Builder Adds Right Click Actions for Faster Edits​

Workflow Builder Update: Right-Click Actions for Faster Edits We’ve added a new right-click menu in the SMBcrm Workflow Builder so you can access common action tools directly at your cursor. What’s New You can now right-click any action block in the Workflow Builder to open a quick action menu.

New SMBcrm Templates for Websites Funnels Emails Forms Surveys Social and Google Ads​

New SMBcrm Templates Are Here We’ve added a fresh set of ready-to-use templates in SMBcrm to help you launch faster across websites, funnels, email, forms, surveys, social posts, and Google Ads. These templates are designed to reduce setup time while keeping your marketing assets consistent and professional, with full customization available so you can match your brand.

Overview We’ve improved the reliability of SMBcrm video conferencing integrations by automatically generating and attaching meeting links for future appointments that were missing a meeting location due to a temporary disconnection (for example, Zoom, Google Meet, or Microsoft Teams). Now, once the integration is reconnected, SMBcrm will automatically add meeting links to affected upcoming appo...

Mobile Product List Pages Now Have Improved Sorting and Filtering​

What’s New: Mobile UI Improvements for Product Sorting and Filtering We’ve rolled out mobile UI enhancements that improve how shoppers sort and filter products on your ecommerce store’s Product List Page (PLP). Improved Sorting Experience on Mobile Sorting is now easier to find and use on mobile PLPs.

Service Booking Variables for WhatsApp Templates and Flows​

Service Booking Variables Now Available in WhatsApp Templates and Flows You can now use Service Booking variables while creating WhatsApp Templates and WhatsApp Flows in SMBcrm. Previously, service booking and reminder-related variables were only available inside Workflows.

Rich Text Formatting Now Available in Workflows Add Notes Action​

Workflows Update: Rich Text Editor for the “Add Notes” Action What’s new The Add Notes workflow action now supports rich text editing, so you can format notes with bold, italics, underline, strikethrough, bulleted and numbered lists, and links.

PayPal Keyless OAuth Integration Now Available in SMBcrm Labs​

PayPal Keyless OAuth Integration Is Now Available in SMBcrm Labs We’ve launched a new, keyless PayPal connection experience using PayPal’s OAuth-based flow and their latest integration SDK. What this enables for your account Frictionless setup (no API keys required) You no longer need to find and copy PayPal API keys or credentials.

Meta Ads Now Support Targeting Australia Singapore and Taiwan in SMBcrm Ads Manager​

Meta Ads Are Now Supported in Previously Restricted Regions (AU, SG, TW) SMBcrm Ads Manager now supports creating and publishing Meta ad campaigns that target Australia, Singapore, and Taiwan without showing a “not supported” restriction banner. What’s New Previously, campaigns targeting AU, SG, or TW could be blocked or flagged due to regional requirements tied to regulated categories and veri...

WhatsApp Media Now Stored for One Year with Add to Documents in SMBcrm​

[caption id="attachment_68024" align="alignnone" width="768"] image[/caption] What’s New: WhatsApp Media Retained for 1 Year All WhatsApp media is now automatically stored in SMBcrm for up to 1 year, including: Inbound media (files customers send to your business) Outbound media (files your business sends to customers) This works by default with no setup required. Outbound WhatsApp Media Inboun...

Automatic WhatsApp Follow Up for Missed Calls​

Instead of relying on complex workflows or SMS-only responses, you can instantly acknowledge missed calls on WhatsApp, where customers are often more likely to read and respond. What’s New Automatic WhatsApp follow-up on missed calls Turn on the feature and a WhatsApp message is sent automatically as soon as a call is missed.

New Settings Icon Lets You Open and Close the Side Tray Without Losing Your Selection in Forms Surveys and Quizzes​

You can now open the side-tray by clicking a dedicated Settings icon and close it whenever you want without losing your current selection. Key highlights Side-tray controls have been moved to a dedicated Settings icon Available across Forms, Surveys, and Quizzes Smoother inline editing on smaller screens by reducing panel clutter and keeping more of the canvas visible How it works Open your for...

Media Library Now Built Into WhatsApp Template Header Media Selection​

Overview WhatsApp template creation and updates are now faster with Media Library access built directly into the header media selection flow. Instead of downloading files and re-uploading them each time, you can now reuse existing assets or upload new ones (including audio) without leaving the template builder.

Expanded Sound Notifications for Live Chat Widget System Messages​

Expanded sound notifications for Live Chat Widget messages Sound notifications in the SMBcrm Live Chat Widget now cover many more system and lifecycle messages, helping website visitors notice important updates throughout a chat session, not just standard incoming chat replies. Now, the same sound behavior can also apply to key milestones like chat initiation, acknowledgements, welcome messages...

Custom Dispositions Now Available on Mobile​

Custom Dispositions on Mobile Custom Dispositions are now available on mobile, making it easier to log a clear call outcome the moment a call ends. What’s new Select a disposition right after the call After you make or receive a call, you can choose a disposition from the call end screen or the post-call view, without needing to switch to desktop.

Mobile Dialer Now Remembers Your Selected Outbound Number​

What’s New Your chosen outbound number is now remembered When you explicitly select an outbound number in the mobile app, that choice will persist across subsequent calls. Now Before After every outbound call, the app reset your selected outbound number.