New Ready to Use Templates Across Funnels Email Forms Surveys Social and Google Ads in SMBcrm
Introducing New Templates in SMBcrm
We’ve added a new set of ready-to-use templates in SMBcrm to help you launch faster and stay consistent across your marketing. Whether you’re building a funnel, sending an email campaign, collecting leads with a form, or publishing social content, these templates are designed to give you a clean starting point that you can customize to fit your brand.
If you want help getting these assets implemented end-to-end, you can also explore our Done For You Services or request a demo to see the template library in action.
What’s included in this template release
This release includes new options across Funnels, Email, Forms, Surveys, Social, and Google Ads so you can spin up campaigns with less manual setup.
New Funnel Templates (3)
Use these funnel templates to quickly assemble multi-step pages for lead capture, booking, and offer presentation.
Health & Wellness (1)

Creative (1)
Finance (1)
New Email Templates (1)
A new email template is available to help you create a more polished campaign layout while keeping edits simple.
Medical (1)
New Form Templates (1)
This form template helps you collect key details in a structured way, so leads are easier to qualify and follow up with.
Travel & Hospitality (1)

New Survey Templates (1)
Use surveys to gather feedback, pre-qualify prospects, or segment contacts for better follow-up.
Marketing Agency (1)

New Social Templates (4)
These social templates are designed to speed up posting with pre-built layouts you can adapt for different services and announcements.
Medical (2)

Other (2)
New Google Ad Templates (5)
These templates help you launch search campaigns faster with a proven structure you can tailor to your offer, location, and targeting.
Automotive: Auto Dealer/Sales

Beauty & Fashion: Skin Care Clinic

Business Coaching & Consulting: Real Estate Consultant
Creative: Video Production & Editing Services
Finance: Lender Services
How to use these templates
Browse the template library from the relevant builder (Funnels, Emails, Forms, Surveys, Social, or Ads) and select the new category that best matches your industry. From there, customize the copy, branding, and offers to match your campaign goals.
If you’re working in regulated industries or collecting personal data, review our compliance resources before publishing:
Need help launching faster?
If you’d like an expert to help you customize and deploy these templates, visit our Support page or Contact Us.