You can now mark any contact form field as required in the SMBcrm Chat Widget, including custom fields and dropdown fields. This feature applies to both default and custom form elements.
SMBcrm has launched new Social Planner analytics widgets for the Dashboard, enabling you to monitor social media performance without navigating away from the main interface.
SMBcrm has expanded its Workflow Builder with four new fields available for custom values and If/Else conditions. These additions enhance automation capabilities for users managing workflows.
SMBcrm now includes a new Abandoned Checkout workflow trigger under a dedicated Ecommerce Stores category. This unified trigger helps you identify when shoppers start checkout, share their email, and then leave without completing the purchase so you can follow up automatically, even if the order originated from an external store like Shopify.
This update is designed to make cart recovery workflows easier to build and maintain across storefront sources, while giving you more control over who gets messaged and when.
A2P registration can get stuck for reasons that are hard to spot until after carrier review, especially around opt-in flow requirements and missing or incomplete legal links. SMBcrm now includes an AI-powered Compliance Review during A2P campaign submission to help you identify common compliance gaps earlier and reduce avoidable delays.
You can now keep your bot asleep indefinitely after you send a message manually or through a workflow.
Previously, the bot would automatically wake up after a maximum of 48 hours. With this update, you’re no longer forced to pick a reactivation window. If you want full manual control, you can simply turn off the reactivation option so the bot stays asleep until you decide otherwise.
SMBcrm Social Planner now includes URL Tracking, so you can measure how the links you share perform across your connected social platforms without relying on external link trackers or manual spreadsheets.
SMBcrm now includes Social Planner widgets on the Dashboard, making it easier to track high-level social performance at a glance using aggregated social analytics.
These widgets are built on a unified social reporting foundation with configurable metrics, filters, and groupings based on what’s currently supported, while also setting up future expansion for additional social analytics.
We've removed the $15 A2P campaign resubmission fee. If an A2P campaign is rejected and you need to resubmit it, you can now do so without an added charge.
We’ve added a fresh set of ready-to-use templates inside SMBcrm to help you launch campaigns faster and keep your branding consistent across channels. These new options are designed for common industries and use cases, so you can spend less time building from scratch and more time focusing on leads, appointments, and customer follow-up.
If you’re already using SMBcrm for websites, funnels, email, forms, surveys, social content, or ads, these templates give you a quicker starting point with layouts you can fully customize to match your business.