SMBcrm now supports a native Google Forms integration inside Workflows, making it easier to capture form responses and automate follow-up without relying on third-party connectors.
This update helps you move faster from “form submitted” to “action taken” using the same workflows you already use for leads, onboarding, and customer follow-ups.
AI Builder now creates Wait steps more reliably and predictably, especially when your workflow needs multiple wait types and conditions built from a single prompt.
Conversation Views in SMBcrm help you save your most-used inbox filters as reusable views, so you can jump between different conversation priorities without rebuilding filters each time. This is especially useful if you routinely monitor the same groups of conversations, like:
Instead of repeatedly setting the same filters in Conversations, you can create a named view that always loads those criteria. This can make daily inbox triage faster and more consistent, particularly for teams that manage a high volume of messages.
We’ve made a couple of practical updates to the New Conversations UI to help you stay on top of unread messages and reduce confusion when reviewing conversation timelines.
You can now see the unread conversation count for each inbox, making it easier to prioritize follow-ups at a glance.
To eliminate date-format confusion, we’ve standardized how dates appear throughout the Conversations page.
We’ve increased the maximum number of messages a bot can send within a single conversation for Prompt-based and Form-based bots.
The limit has been raised from 25 messages to 100 messages, so your bots can support longer, more detailed conversations without stopping unexpectedly. This is especially helpful for advanced Conversation AI use cases where a natural back-and-forth is expected.
Analytics for External Tracking is now available in SMBcrm, giving you native visibility into visitor behavior on externally hosted websites and forms, including both SMBcrm forms and HTML-based forms embedded on your site.
This update adds a centralized analytics dashboard so you can track performance across page views, form views, responses, and completion rates, with filtering and audience insights to help you understand what is working and where visitors drop off.
Keyboard shortcut support is now available across the SMBcrm Page Builder, helping you build and edit pages faster with less mouse-clicking. At any time while you’re editing, press Shift + / to pull up the full list of available shortcuts.
Planning Instagram Stories ahead of time is now easier in SMBcrm. You can schedule Stories in Social Planner, get a reminder on your phone at the right time, then finish publishing inside Instagram.
Local Marketing Audits in SMBcrm Reporting have received a major upgrade. Audits are no longer just one-time reports. They’re now designed to be configurable, repeatable, and trackable over time, so you can build a clearer story of performance and make better decisions without recreating reports from scratch.
Keeping your business information consistent across online publishers can sometimes take longer than expected, especially when a change gets stuck in a publisher’s queue. To help with that, SMBcrm now includes Force Sync for business listings, giving you a way to manually prioritize listing updates when timing matters.