Enhancements to existing features
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We've rolled out enhancements to RSS Publishing in Social Planner to make RSS automation more flexible and more reliable across different social platforms.
Daily task summaries are helpful when you have work lined up, but they can also create noise when there's nothing due. SMBcrm now lets you skip daily due and overdue task notifications on days when you have zero assigned tasks.
SMBcrm has streamlined the Contacts header interface by relocating two key menu options. The "Manage Smart Lists" and "Restore" functions have moved from the main header menu to a more contextual location in the actions menu.
This update improves usability by reducing interface clutter and positioning SmartLists actions closer to their point of use.
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.
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.
We’ve updated the CTA section on the Quiz Results Page to make setup faster and more consistent, especially for quizzes that use multiple tiers like Low, Medium, and High. The goal is to reduce repetitive configuration work while giving you more control over how results are presented to quiz takers.
When you configure a CTA for the first tier in a category (for example, the Low tier), SMBcrm will automatically use those values as defaults for the remaining tiers (Medium and High) in the same category.
This includes:
This helps you build tiered quiz results quickly without re-entering the same CTA details multiple times.
You can now intentionally show results content without displaying a CTA button.
If the CTA Name or CTA Link is left blank for a tier:
This is useful when you only want a CTA for specific outcomes (for example, showing a booking link for High intent results but keeping Low intent results informational only).
All newly created quizzes will use this behavior by default.
These enhancements will apply after the quiz is re-saved in the builder. If you want an older quiz to use the new CTA behavior, open it and save it again.
We’ve improved how form, survey, and quiz submissions are viewed, downloaded, and shared inside SMBcrm. This update introduces a cleaner submission PDF layout, clearer PDF download choices (new vs legacy), and new controls for attaching PDFs to notification emails. Quiz results can now also be sent via email as a PDF attachment.
We’ve rolled out a refreshed Contact Detail Page designed to improve clarity and make key actions easier to find. This update focuses on better visual contrast, improved organization, and smoother access to commonly used features. The underlying functionality of the page remains the same.
A helpful addition: you can now create new tags directly from the contact card.
Outbound WhatsApp voice notes sent from the SMBcrm Conversations inbox are now delivered as native WhatsApp voice messages instead of downloadable audio attachments. This reduces friction for your customers and makes voice messaging feel more like a standard WhatsApp conversation.
With this change:
Previously, voice notes sent through the Conversations inbox were delivered as audio attachments. That meant customers had to manually download and open the file before they could listen.
Now:
For teams using WhatsApp to talk with leads and customers, this can help with:
Form tracking in SMBcrm now captures more than just basic contact details like name and email.
External tracking has been enhanced to detect, capture, and map custom fields from both SMBcrm-hosted forms and standard HTML forms, with improved field-level accuracy. This helps you collect the information you actually ask for on your forms and use it more reliably in follow-ups and reporting.