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Recent Updates

2026

Conversation AI Auto Follow-Up Is Now Flow-Based
Flexible RSS Publishing and Platform-Aware Previews in Social Planner
Schedule and Drip Deliver Bulk WhatsApp Messages in SMBcrm
Skip Daily Task Alerts When You Have No Tasks
New Website, Email, Form, Survey, Social, and Google Ad Templates
New Order Fulfilled Trigger for Ecommerce Store Workflows
New Product Review Submitted Trigger for Ecommerce Store Workflows
Manage Smart Lists and Restore Now in the Contacts Actions Menu
Bulk Delete and Restore Opportunities in SMBcrm
Google Demand Gen Campaigns Now Available in SMBcrm Ad Manager
Set Required Fields in the SMBcrm Chat Widget Contact Form
Social Planner Analytics Widgets Now Available on Your SMBcrm Dashboard
Workflow Builder Adds 4 New Custom Value and If Else Fields
Abandoned Checkout Trigger for SMBcrm Workflows with Shopify Support
AI-Powered A2P Compliance Validation in SMBcrm
Keep Bots Asleep Indefinitely After Manual or Workflow Messages
Measure Shared Link Clicks With URL Tracking in Social Planner
Social Planner Dashboard Widgets for Aggregated Social Analytics
A2P Campaign Resubmissions Are Now Free
New Ready to Use Templates in SMBcrm for Websites Funnels Emails Social and Ads
Google Forms Integration Now Available in SMBcrm Workflows
AI Builder Improves Wait Step Generation for Complex Prompts
Conversation Views Save Inbox Filters for Faster Triage
New Conversations UI Updates Inbox Unread Counter and Standardized Date Format
Bot Message Limit Increased to 100 per Conversation for Prompt and Form Bots
External Tracking Analytics Dashboard in SMBcrm
Keyboard Shortcuts Now Available Across SMBcrm Page Builder
Schedule Instagram Stories with Publish via Push Notification
Local Marketing Audits Are Now Configurable Repeatable and Trackable Over Time
Publisher Listing Force Sync for Priority Updates
Quiz Results Page CTA Updates Tier Defaults and Button Visibility
Refreshed Contacts List View and SmartLists 2.0 Now Available for All Customers
Revamped Integrations Page Now in Labs
Social Planner Category Queues Are Now Editable with Calendar View and Easy Rescheduling
New SMBcrm Templates for Websites Funnels Email Social and Ads
New Engagement Metrics in Site Analytics Average Time Session Duration and Bounce Rate Under 30 Seconds
Rich WhatsApp Media Messaging in Conversations Labs
Updated URL Redirect Setup in SMBcrm with External Domain Redirects
Opportunity Changed Trigger Now Supports Event Based Field Change Operators
Autosave Support for AI Builder Workflows
Workflow AI Assistant Now Skips Unnecessary Knowledge Base Searches
Cleaner Submission PDFs and New Email Attachment Options for Forms Surveys and Quizzes
Contact Detail Page Redesign with Cleaner Layout and New Tag Creation
New Ready to Use Templates for Websites Funnels Emails and Ads
Admins Can Reassign CRM Contacts Between Affiliates
Clone Lessons Quizzes and Assignments in the New Courses Builder
Customize Community Navigation Tabs with Show Hide Controls
Native WhatsApp Voice Notes With In App Transcriptions
Upgraded AI Model for SMBcrm Workflow AI Actions
Customize Contact Form Prompts in the Chat Widget
Dynamic Sender Field Assignment in Documents and Contracts Workflows
Enhanced Form Tracking With Custom Field Capture and Smarter Mapping
Bulk Add Date Specific Service Hours Across Multiple Dates in Services v2
Custom Values Now Available in Calendar Settings
Improved Calendly Phone Number Importer for SMBcrm Contacts
SMBcrm Workflows Updates Clearer AI Actions and New Conversation AI Category
New Ready to Use Templates Across Funnels Email Forms Surveys Social and Google Ads in SMBcrm

2025

December 2025 Updates
November 2025 Updates
October 2025 Updates
September 2025 Updates
August 2025 Updates
June 2025 Updates
May 2025 Updates
April 2025 Updates
March 2025 Updates
February 2025 Updates
January 2025 Updates
Welcome to SMBcrm Product Updates

2024

2024 Year in Review

2023

2023 Year in Review

2023 Year in Review

December 31, 2023 · 85 min read

Product Team

Year in Review

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