New features added to SMBcrm
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You can now control when and how your Bulk WhatsApp messages are delivered in SMBcrm. This update adds two new sending options for managing message timing and distribution.
SMBcrm has launched a new Order Fulfilled trigger within the Ecommerce Stores workflow category. This automation fires when an order's status changes to Fulfilled, enabling teams to trigger post-fulfillment actions automatically across various platforms.
The trigger works for orders marked as fulfilled internally or through external shipping integrations like Shopify, Shippo, and ShipStation.
SMBcrm has launched a new workflow trigger for ecommerce stores. This feature enables merchants to automatically start a workflow the moment a customer submits a product review, without requiring manual intervention.
The trigger is accessible within the Workflow Triggers section under the Ecommerce Stores category.
SMBcrm now allows you to bulk delete and restore opportunities, streamlining pipeline management. Rather than removing records individually, you can select multiple opportunities at once and delete them in a single action, with the ability to recover them later if needed.
This capability is particularly useful when tidying up stale data, correcting import errors, or organizing crowded pipelines without permanent data loss concerns.
The feature is currently accessible in Account > Labs.
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.
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.
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.
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.
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.