Connect one contact to several companies
A single contact will be able to belong to more than one company, which helps when one person looks after several sites or businesses you work with.
SMBcrm roadmap
What's next for SMBcrm
See what we're building now, what's planned, and what shipped in the last 90 days. Each item explains the change in plain terms and sits under the part of SMBcrm it affects.
Updated
Contacts & CRM 30
Record a contact's role at their company
When you connect a contact to a company, you'll be able to note the role that person has there.
Hide custom fields and folders from records
You'll be able to hide specific custom fields or whole field folders on contact and opportunity screens, keeping behind-the-scenes or outdated fields out of the way.
Calculate field values with formulas
You'll be able to create formula fields that work out their value from other fields on your records, including contacts and custom objects, instead of entering results by hand.
Track support requests as helpdesk tickets
SMBcrm is adding a helpdesk where you can log customer support requests as tickets, alongside the rest of your customer records.
Attach photos and files to contact notes
You'll be able to attach files, such as photos and documents, to the notes you keep on a contact.
Group tags into categories
You'll be able to sort your tags into categories and see them all on one page, so it's easier to find the right tag and avoid creating duplicates.
Choose which tab opens first on a contact
You'll be able to pick the tab that opens by default on a contact record, such as Notes instead of Activity.
Keep contact and opportunity fields in sync
You'll be able to set certain fields to stay in sync between contacts and opportunities, so a value updated in one place shows in the other.
See how many contacts have each tag
The tags settings page will show how many contacts have each tag, and clicking the number will open those contacts in a filtered list.
See a contact's current local time
Contact records will show what time it is where the contact is, so you can check before you call.
See estimates and invoices on the contact record
You'll be able to view a contact's estimates and invoices from their contact record without switching to the invoicing pages.
Use job checklists tied to a customer
Your staff will be able to work through checklists linked to a customer and mark each one done as they finish the job.
Delete several custom fields at once
You'll be able to select multiple unused custom fields and delete them together instead of removing them one at a time.
Assign an owner to many contacts at once
You'll be able to select several contacts and change their assigned owner in one step.
View a timeline of events on records
Contacts, companies, and opportunities will get a timeline showing the events on each record.
Fix the misspelling of "Monetary" on the import screen
The word "Monetary" is misspelled on the contact import screen, and the spelling will be corrected.
Import companies and link them to contacts
You can import a list of companies from a file and connect each one to its contacts using a column of contact email addresses or contact IDs.
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Skip duplicate companies when importing
Importing companies from a CSV file now checks for duplicates, so companies already in your account aren't created a second time.
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Sort your company list by name
You can now sort companies alphabetically by name, A to Z or Z to A, instead of seeing them only in the order they were added.
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Add clickable website link fields
A new Website URL custom field type lets you store links on contact and company records, such as social profiles or shared folders, and open them with a click.
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Create custom fields that hold a date and time
A Date and Time custom field type lets you store a date and a time in one field, which workflow actions that need an event start time can use.
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Link contacts to companies by email domain
Contacts can now be matched to a company by their email domain, not only by an exact company name. People who type the company name differently still end up on the same company record.
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See each custom field's type in the list
The custom fields list now shows each field's type, so you don't have to open a field to check it.
Shipped
Show a logo on company records
Company records can now show the company's logo, the way contacts show a photo, so you can recognize a company at a glance.
Shipped
Sort custom fields and field folders
Custom fields and field folders can now be sorted in more ways, including alphabetically, so long lists of fields are easier to keep in order.
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Type a date of birth or pick it from a calendar
You can now type a contact's date of birth or choose it from the date picker, and birthday-based workflows keep working either way.
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Export custom object records and use them in reports
You can now export records from your custom objects and include them in dashboards and reports.
Shipped
Give tags colors
You can now give tags colors, so labels like hot, warm, or long-term leads stand out when you look over your contacts.
Shipped
Use custom object fields in emails
You can now insert fields from custom objects into your emails, so a message can include details from the right record, such as one project for a customer who has several.
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Pipelines & opportunities 9
See a contact's conversations on the opportunity
You will be able to read a contact's conversations right from the opportunity, so you can review deals in your pipeline without opening each contact and then going back.
Create opportunities for a company
You will be able to create pipeline opportunities for a company, not only a single contact, and reach the people who work there from the company record.
Require fields when creating an opportunity
You will be able to make certain fields required when someone creates a new opportunity, so key details are captured from the start.
Create opportunities without a contact
You will be able to create an opportunity that isn't tied to a contact. This helps when a deal needs to stand on its own and be linked to a person or company later.
Make a lost reason required when an opportunity is lost
You can turn on a setting that requires a lost reason whenever someone marks an opportunity as lost, so your team always records why a deal didn't close.
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Require fields before an opportunity moves to a new stage
You can choose fields that must be filled in before an opportunity moves to a certain stage. Your team can't skip ahead without recording the details you need.
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Show or hide opportunity fields based on other answers
Opportunity fields can appear or stay hidden depending on how other fields are answered. This cuts clutter, and your staff can use the fields as a question guide when talking with new leads.
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Use different opportunity fields in each pipeline
Each pipeline can show its own set of opportunity fields. For example, a residential pipeline and a commercial pipeline can each ask for the details that matter to that kind of customer.
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Create more than one opportunity for the same contact
You can add several opportunities for one contact, such as a separate deal for each property a client owns, and track revenue and won or lost results for each one.
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Conversations & messaging 19
Search all past conversations for words or phrases
Search your conversations for specific text instead of scrolling through thousands of threads to find an old message.
Connect more than one WhatsApp number
Add several WhatsApp numbers to one account, so each team member can chat with customers from their own number.
Use location pins customers share on WhatsApp
When a customer shares a location pin on WhatsApp, its details will be available in your account, so you can use them in workflows and integrations.
WhatsApp screens in more languages
The WhatsApp section of your account will be translated into more languages, including Brazilian Portuguese.
Collect form responses inside WhatsApp
Receive form responses from customers as WhatsApp messages and set up automated follow-ups based on their answers.
Filter your inbox by pipeline, stage, assigned user and tags
Filter the Conversations inbox the way you already filter contacts, by pipeline, pipeline stage, assigned user and tags, so you can find the right chats faster.
Business email inbox on your own domain
Create email addresses on your own domain, such as you@yourbusiness.com, and send and receive business email inside your account without a separate email provider. Messages in each mailbox are visible only to the user it's assigned to.
Send WhatsApp carousel messages
Send WhatsApp messages that hold a row of swipeable cards, which WhatsApp calls a carousel.
Connect more than one Facebook and Messenger account
Connect several Facebook and Messenger accounts to the same SMBcrm account, so messages from each one come into your inbox.
Greet website visitors with a video chat bubble
Your website chat widget will be able to show a video bubble, giving visitors a more personal way to start a conversation.
Keep chosen email addresses and domains out of email sync
If you sync Gmail or Outlook, you'll be able to list email addresses or whole domains that shouldn't sync. Internal team emails and sensitive conversations then stay out of Conversations, where other users could see them.
Search within one contact's conversation history
Search for a word or phrase inside a single contact's conversation history, so you can find a past message or activity without scrolling back through it.
See emoji reactions customers leave on WhatsApp messages
When a customer reacts to one of your WhatsApp messages with an emoji, the reaction will show in the conversation. Customers often react instead of typing a reply, for example to confirm an appointment.
Mark conversations as read in bulk or when you open them
Mark many conversations as read at once, or have a conversation marked as read when you open it, instead of clearing each one by hand.
Choose which verified email address to send from
Every user will be able to pick the sending address from a list of verified email addresses, for emails they send by hand and for automated emails.
Mark a contact as spam from Conversations
Mark a spam contact from the inbox so their future texts, emails and calls are filtered out of Conversations. The contact record stays in your account.
Receive Outlook replies in Conversations, as Gmail users can
If you connect Outlook, emails your contacts send back will show up in Conversations, matching the two-way sync Gmail users already have.
See your unread message count in the main menu
The Conversations item in the left menu will show how many unread messages you have, so you can see there's something new without opening the inbox.
The same delivery statuses on every channel
Messages on every channel in a conversation will use one standard set of delivery statuses, instead of each channel showing them differently.
Phone & calling 6
Add your own call status options
Add your own call status choices to the screen that appears when a call ends, so your team can log outcomes that fit your business. You'll then be able to use those statuses to trigger workflows.
Transcripts and summaries of recorded calls
Get a written transcript and a short summary of your recorded phone calls, so you can review what was said without listening to the recording again.
Show call tracking numbers on your WordPress site
The WordPress plugin will automatically replace the phone number on your website with your call tracking pool numbers, so calls that come from your site are tracked without editing your pages by hand.
Ring your team when a tracking number pool gets a call
Calls to a tracking number pool can now ring your team members in the app, the same way a regular business number does. You no longer need an outside forwarding phone number to answer them.
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Callers hear the ring tone for your country
People calling your business now hear the ring tone they expect for your country, such as a UK or New Zealand ring, instead of a US one. Callers are less likely to think they've reached a business overseas.
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Ring on your speakers, talk through your headset
In the web phone, you can pick one audio device for the ringtone and another for the call. Incoming calls can ring through your desk speakers, and the conversation goes to your headset when you answer.
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AI tools 41
AI agents can read multiple-choice and dropdown fields
Your AI chat and voice agents will be able to read contact fields that use multiple choice or dropdown options, not only single-line text fields.
Choose Gemini or Claude to power your AI chat agent
You'll be able to pick other AI models for your chat agent, including Google Gemini and Anthropic Claude, as you already can for voice agents.
Clickable answer buttons in your website chat
While booking an appointment or asking qualifying questions, your AI chat agent will be able to offer buttons visitors can tap instead of typing their answer.
Show the time zone when the AI offers appointment times
When your AI agent offers appointment slots, it will say which time zone they are in, so customers in other regions don't book the wrong time.
Write longer instructions for your AI chat agent
The word limit on your AI chat agent's instructions will be raised, so you can give it more detail about your business.
Connect AI builder projects to GitHub
You'll be able to link a project from the AI builder to GitHub.
Connect your AI chat agent to MCP servers
Your AI chat agent will be able to connect to MCP servers, a standard way for AI to reach outside tools and data.
Let the AI chat agent pull data from other systems mid-chat
Your AI chat agent will be able to call outside systems during a conversation, for example to look up information or send data to another app, and use the response in its reply.
Pause the AI when you reply from Instagram, Facebook or WhatsApp
If you answer a contact directly in the Instagram, Facebook Messenger or WhatsApp Business app, your AI chat agent will pause for that conversation. This stops you and the AI from both replying at once.
Let the AI chat agent update a field that already has a value
Your AI chat agent will be able to overwrite a custom field when a contact gives new information, instead of only filling in empty fields.
More room to edit AI agent settings on a laptop
The top menu in the AI agent settings will take up less room, leaving more space to review and edit sections like conversation goals and personality on smaller screens.
Send a closing message when the AI reaches its reply limit
When your AI chat agent hits its maximum number of replies, it will send the contact a final message instead of going silent mid-conversation.
Talk to your AI voice agent from your website
You'll be able to add a click-to-talk button to your website or funnel, so visitors can speak with your AI voice agent from the page.
Choose what pauses your AI agent
You'll be able to set separately whether your AI agent pauses when a team member replies and when a workflow sends a message. For example, it can step aside when you join the chat but keep going when a workflow sends images.
Easier-to-read AI chat replies with lists and spacing
Your AI chat agent will reply with paragraphs, headings and bullet points instead of one dense block of text. This helps when it lists products, packages or prices, and replies will keep the formatting the AI originally wrote.
Turn website forms into an AI-guided chat
Your website forms will be able to work as a chat, with an AI agent walking visitors through the questions instead of showing a static list of fields.
Delete a knowledge base after its agent was deleted
You'll be able to delete a knowledge base even if the AI chat or voice agent it was connected to was deleted first. Right now it stays stuck as "still connected" to the deleted agent.
AI writing help in more places you write
The AI writing assistant will be available in more text editors, including SMS and email templates, so you can use it to draft marketing messages.
AI summaries in your account's language
AI conversation summaries and transcripts will be written in the language your account is set to, instead of always in English.
Give the AI chat agent a contact's history
Your AI chat agent will be able to review a contact's record, activity and past messages, so it knows their history when they come back after a long gap.
Save the name and phone number a contact shares in chat
When a contact gives their real name or phone number in an AI chat, the agent will save it to their contact record. The real name will replace their social media display name, and phone numbers shared on WhatsApp will be saved too.
Connect apps you build with AI to your SMBcrm data
Apps you create with the AI builder will be able to connect to your account's data. Your clients could log in to your own custom app while your account runs things behind it.
See how many AI tokens each project has used
Each AI builder project will show how much AI usage (measured in tokens) it has used, so you have a better idea of what it costs to build.
Let the AI chat agent take bookings on rental calendars
Your AI chat agent will be able to check availability and make bookings on rentals calendars, in addition to service calendars.
Let the AI chat agent send images
Your AI chat agent will be able to send images to customers during a conversation.
Let the AI switch topics as soon as the customer does
Your AI chat agent will move to the right scenario as soon as a customer changes the subject, instead of waiting for the current flow to finish.
Book recurring appointments through the AI chat agent
Your AI chat agent will be able to book appointments that repeat, which helps businesses that offer regular services.
Hand off to your team in rotation when a customer asks for a person
When a customer asks to talk to a human, the AI agent will be able to assign them to team members in turn, instead of always sending them to the same person.
Score leads from AI chat conversations
Your AI chat agent will be able to score a lead based on the conversation, without you building a separate workflow for it.
Share AI training knowledge across selected agents
You'll be able to keep training knowledge private to one AI agent, share it with chosen agents, or make it available to all of them. Company-wide details then only need to be added once.
Use custom values in your AI agent's Q&A answers
You'll be able to put custom values into your AI agent's question-and-answer entries, so answers update when you change those values.
Upload your own image as a starting point for AI images
You'll be able to upload an image, such as your logo, for the AI image tool to use as a reference when it creates new images.
Download the code of your AI builder projects
You can now download the code of a project you built with the AI builder and use it outside your account.
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Store data in projects you build with the AI builder
Projects you create with the AI builder can now have their own database, so they can save and use information.
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Connect AI agents to Google Drive
Google Drive is now available as a connection for your AI agents and the AI assistant, so they can work with files you keep there.
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Newer, lower-cost AI models for your chat agent
Newer, lower-cost GPT models can now power your AI chat agent. The AI voice agent already offered them.
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Unpublish an AI agent and keep it as a draft
You can take an AI agent offline and keep it as a draft until you're ready to publish it again.
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Set working hours for your AI chat agent
You can now choose when your AI chat agent replies, for example only after hours and on weekends.
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AI chat agent replies to TikTok messages
Your AI chat agent can now answer messages that come in through TikTok.
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Better image generator for AI agents
AI agents now have an upgraded image generator. People asked for it because the old one misspelled words in the images it made.
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Let AI agents send data to other apps
AI agents can now send web requests to other apps and services, and include the AI's answers in what they send.
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Automations & workflows 15
Send community direct messages from workflows
Use workflows to send direct messages in your communities and to start automations from community activity, such as welcoming new members or congratulating someone who levels up.
Use company, custom object and opportunity numbers in workflow math
Number fields on companies, custom objects and opportunities will work in workflow math operations, the same way contact custom fields and custom values already do.
Set Do Not Disturb for incoming messages with a workflow
Workflows will be able to turn on Do Not Disturb for a contact's incoming messages, which currently can only be set by hand on the contact record.
More workflow triggers and actions for custom objects
Build more workflows around your custom objects, such as starting one when a contact is linked to a custom object record, with both records' details available in the workflow, or changing a contact's link label automatically.
Message an opportunity's additional contacts and followers
Workflow emails and texts for an opportunity will be able to go to its additional contacts and followers, not only the primary contact.
Split-test paths in a workflow
Split contacts evenly between two workflow paths and send everyone to the better path once a goal is met. Or send contacts down one path until a goal is met, then switch them to the other.
Fallbacks, nested values and more field types for custom values
Custom values will be able to use a fallback when empty, include other custom values, be reset to blank, and use more field types such as links, colors and media, with validation rules.
Cancel a subscription from a workflow
Cancel a contact's subscription from a workflow, for example when a customer upgrades from a monthly to a yearly plan, so they aren't billed for both.
Start a workflow when someone scans your QR code
A new trigger will start a workflow when someone scans one of your QR codes.
Automatically message new Instagram and Facebook followers
Send an automatic message to people who start following your Instagram account or Facebook page, similar to the automatic replies you can already send to post comments.
Use the purchased product's name in order workflows
Workflows started by a new order will include the purchased product's name as a merge field, so your follow-up messages can mention what the customer bought.
Act on call length in workflows
Workflows will be able to use how long a call lasted. For example, alert a team member to check the recording when a call is under 10 seconds, or text the caller to ask whether they meant to call.
Start a workflow when an appointment is rescheduled
Trigger a workflow when an appointment is rescheduled, whether the customer or someone on your team moved it.
AI agent step in workflows can answer from your knowledge base
The AI agent step inside a workflow can now connect to your knowledge base, so its replies can draw on the information you've added there.
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Start workflows from new Trustpilot reviews
The "New review received" workflow trigger now includes Trustpilot as a review source, alongside Google and Facebook, so you can follow up on Trustpilot reviews automatically.
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Calendars & booking 9
Dispatch jobs to the right technician
A dispatching tool for service businesses is being built to help you assign jobs to technicians, see who is available and how busy they are, and adjust the schedule when plans change.
Add optional or required add-ons to rental bookings
Rental calendars will let you offer add-ons at booking and mark each one as required or optional, such as a cleaning fee, a pet deposit or hot tub hire.
Use form conditional logic to pre-qualify people before they book
Conditional logic you set up in a form doesn't currently work when that form is attached to a calendar. This work makes it apply there too, so you can screen people before they schedule an appointment.
Stop class bookings from filling your Google or Outlook calendar
Right now every attendee of a class booking adds a separate event to your connected Google or Outlook calendar. A setting on the calendar will let you turn this off, so a large class doesn't create one event per attendee.
Repeat recurring appointments with no end date
You will be able to set a recurring appointment to repeat with no end date, or until a future date you choose.
Link appointments to a specific opportunity
You will be able to connect an appointment to one of a contact's opportunities, which helps when a single customer has several jobs or deals open at once.
Let customers book appointments from the client portal
Your customers will be able to sign in to the client portal or app to book appointments, with their details saved so they don't have to enter them again each time.
Use Zoom as the meeting location for class bookings
Class booking calendars will support Zoom as a meeting location, with the Zoom link created automatically when someone books.
Fixed Danish wording in the booking widget
The Danish booking button no longer uses the word for a printed book, and the label for choosing a time now reads correctly.
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Email marketing 16
Default emails in languages other than English
Change the language of the default emails the system sends from English to another language, such as German.
Use custom values for colors and images
Pull colors and images from custom values in more places, such as email button colors, so you can update them in one spot instead of editing each design.
Show different content to different contacts
Add conditional content to emails, text messages and web pages, so one message can show a different call to action depending on the contact instead of making copies.
Filter fake clicks out of email reports
Email reports will try to detect link clicks made by security scanners and antivirus tools, so your click counts reflect real people.
Check a spam score while you write an email
See how likely an email or template is to trip spam filters as you write it, with tips for lowering the risk.
Fix stretched email images on phones and tablets
Email images that look skewed on phones and tablets are being fixed, along with image settings for smaller screens, so you won't have to hide an image to make the email look right.
Stop blocklist bounces from marking contacts Do Not Disturb
When an email bounces only because the sending server was on a blocklist, the contact won't be marked Do Not Disturb, so you can keep emailing them.
Add your DMARC record when connecting a sending domain
When you connect an email sending domain with automatic setup, you'll be able to add the DMARC record, an email security setting, at the same time instead of adding it at your domain host by hand.
Pick the sending domain for each workflow
Choose which email sending domain a workflow uses, which helps if you run more than one website or brand from your account.
Fewer emails landing in junk folders
Work is underway to keep emails sent from your account out of junk folders, so more of your messages reach the inbox.
Set fallback text for personalization fields
Add a default value to a personalization field such as first name, so an email reads "Hi friend," instead of "Hi ," when a contact's field is empty.
Search for contacts in email campaign stats
Search a campaign's statistics for specific contacts, so you can find the people you need without scrolling the whole list.
Better previews, layout and fonts in the email builder
Improvements to the email builder's previews, spacing, layout, fonts and mobile scaling, so you can send polished emails even if you aren't a designer.
Show the unsubscribe page in your contacts' language
The page contacts see when they unsubscribe from your emails will support translation, so people who don't read English can understand it.
Design emails that look right in dark mode
Build emails that hold up when contacts read them in dark mode, so your colors don't get flipped or switched in their inbox.
Send campaigns in each contact's time zone
Choose to send an email campaign by each contact's time zone instead of only your account's time zone.
Social media 10
Keep your images when customizing a post for each channel
Turning on "Customize for each channel" will no longer remove the images you already added, so you can tweak the text for each platform without adding them again.
Boost social posts from the social planner
You'll be able to boost a social post as a paid promotion directly from the social planner.
See posts made directly on social platforms
The social planner will also show posts your team publishes directly on Facebook, Instagram, LinkedIn and other connected platforms, so you can see all your social activity in one place.
Show posts in date order in review and scheduled lists
Posts waiting for review and scheduled posts will be listed in date order, so it's easier to see what goes out next.
Rotate backgrounds on review posts automatically
When you share customer reviews as social posts, you'll be able to pick several backgrounds and have one chosen at random for each post, so your feed doesn't look repetitive.
Export social media statistics
You'll be able to download the metrics on the social planner statistics page for a date range you choose, in a format such as CSV or PDF.
Filter social listening trends by industry
Social listening will let you narrow trending topics to your industry, such as dental, food or pets, so you see what matters to your audience.
Turn older reviews into scheduled social posts
Review posting will be able to use reviews you received before setup, so a weekly review post can still go out when no new review has come in.
Generate social posts with AI in your brand's voice
You'll be able to give the AI your brand details so it can create social posts that use your voice and your images.
Add internal notes to social posts
Your team will be able to leave internal notes on social posts for each other.
Websites, funnels & blogs 42
More modern website templates
The website templates are being refreshed with more up-to-date designs to start your site from.
Generate every SEO fix at once
The SEO tool will get a "Generate all" button that creates suggested fixes for every issue in one go, instead of clicking generate on each line.
Entrance, hover and scroll effects
You'll be able to add simple entrance, hover and scroll effects to elements on your website and funnel pages without writing code.
301 redirects, sitemaps and robots.txt for your website
Your website will get more SEO settings, including 301 redirects that send old page addresses to new ones, sitemaps and robots.txt. Redirects help when you move an existing site into SMBcrm and want old links to keep working.
Add custom fields to order forms
You'll be able to add your own fields to order forms, such as address, employer, job title or how the customer heard about you.
Reverse column order on mobile
You'll be able to flip the order of columns on mobile so a section stacks the way you want, instead of hiding it and building a separate mobile copy.
Tablet view in the website and funnel builder
You'll be able to see and edit your websites and funnels in a tablet view, alongside desktop and mobile.
Accurate read time on blog posts
Blog posts will show a read time based on the length of the post, instead of "3 min read" on every post.
Schema markup on individual blog posts
You'll be able to add schema markup to each blog post, not only to the blog as a whole, to help search engines understand your content.
Translate the built-in text on your blog
You'll be able to edit or translate the fixed text on your blog, such as "min read", "more" and "back to blog", so it matches your site's language.
Easier blog builder with AI help
The blog builder is being reworked to make good-looking posts easier to create, with AI help and elements that adjust to mobile and desktop.
Move an existing WordPress site into your hosted WordPress
You'll be able to migrate a WordPress site into your hosted WordPress without installing a separate migration plugin.
Managed updates and uptime monitoring for hosted WordPress
Hosted WordPress sites will get automatic plugin and core updates, a rollback if an update causes problems, and monitoring with alerts if the site goes down.
Sub-pages with multi-level web addresses
You'll be able to place pages under other pages, so addresses can have more than one level, like /about-us/team. This also helps you keep the same links when moving a site over.
Generate website layouts and pages with AI
You'll be able to use AI to generate page layouts and whole pages, so you can get a new website up faster.
Change how many posts your blog RSS feed includes
The setting for the number of posts in your blog's RSS feed will save properly, instead of always going back to 25.
More actions when someone clicks an image
Images on your pages will offer the same click actions as buttons, such as going to another page, scrolling to a section, or hiding elements. Today images can only open a pop-up or a web address.
More elements and styling options in the website builder
The website and funnel builder is getting more elements and more styling options, such as flexible layouts, grids, hover states and gradients. Headline font weights should also look the same on the live page as in the editor.
Design your own blog post layout
You'll be able to design the layout your blog posts use, so you can add your own sections, forms or promotions around the post content.
Better author card on blog posts
The author card at the end of blog posts will reliably show the author's photo, with a cleaner layout, social links and basic style options.
Website template for house painting contractors
A ready-made website template for painting contractors will be added to the template library.
Change the /post/ part of blog post addresses
You'll be able to change the "/post/" part of your blog post web addresses, so they can match the links from your previous site and keep their search rankings.
Faster-loading blog pages
Blog pages will load faster for your visitors.
Add more of your tools to WordPress with the plugin
The WordPress plugin will let you add more of your account's tools to a WordPress site, such as booking calendars, review widgets, QR codes, surveys and quizzes.
Single-page templates in the template library
You'll be able to pick a single page template, such as a landing or waitlist page, and add just that page to your website or funnel.
Page addresses that ignore capitalization, plus redirects for missing pages
Website and funnel page addresses will work however they're capitalized, and visitors who land on a page that doesn't exist can be redirected instead of seeing an error.
Blog post folders and internal names
You'll be able to sort blog posts into folders and give each post an internal name that's separate from the title visitors see.
Different pop-ups for each blog category
You'll be able to show a different pop-up, such as an exit offer, depending on a blog post's category, so the offer fits what the reader is looking at.
Easier author assignment on blog posts
You'll be able to change a post's author without creating a new author each time, and assign an author to many posts at once.
Indent buttons in the blog editor work the right way
The indent and outdent buttons in the blog editor are switched. They will be swapped back so they work like they do in other editors.
Paste a list of keywords into a blog post
You'll be able to paste a comma-separated list of keywords into a blog post and have them split automatically, instead of adding them one at a time.
See scheduled publish dates in the blog post list
The blog post list will show each post's scheduled publish date, so you can check it without opening the post.
SEO optimizer for your website
A built-in SEO optimizer will help you improve how your website pages show up in search.
Site-wide fonts, colors and styles
You'll be able to set styles once and have them apply across every page of your website or funnel, instead of styling each page separately.
Breadcrumb links on your blog
Your blog and blog posts will show breadcrumb links, so readers can see where they are and go back up a level.
Comments on blog posts
Readers will be able to leave comments on your blog posts.
Choose whether links open in the same tab
You'll be able to set links on your funnel and website pages to open in the same browser tab, rather than always opening a new one.
Clear your WordPress site's cache
You'll be able to clear your hosted WordPress site's cache from your account or from the SMBcrm plugin in your WordPress admin.
Website analytics for sites built with AI
Sites and landing pages you build with the AI site builder now show up in Website Analytics, so you can see how they perform next to your other websites and funnels.
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Updated website builder
The website builder has a more modern, easier-to-use editor for building and changing your pages.
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Buttons that toggle elements on and off
A button's show/hide action now works as a toggle, so one button can show or hide an element whether it is visible or not. You can use this for things like a monthly/annual pricing switch.
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Translated testimonial text now shows on mobile
Translated text in website testimonial sections, such as the "Read more" button, now appears in your chosen language on mobile, not only on desktop.
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Forms, surveys & quizzes 16
Use pictures as answer choices
Show images as the answer options in your forms and surveys, so people can pick a picture instead of reading a list.
Duplicate elements and add media library images in forms
Copy text blocks, images and survey slides instead of rebuilding them, choose images from your media library, and set colors for the whole form in one place.
Capture campaign details on forms placed on other websites
Forms you embed on an outside website will be able to capture the campaign tags (UTM codes) in the page link, so you can see which campaign a lead came from.
Add quizzes to your website and funnel pages directly
Place a quiz on a website or funnel page as a built-in element, the same way you add forms and surveys, without copying embed code.
Add an "Other (please specify)" choice to questions
Multiple-choice and single-choice questions will be able to include an "Other" option, so people can type their own answer when none of your choices fit.
Fill out internal forms for your team, such as after a call
When a call ends, your staff could fill out an internal form, like a call outcome form, and their answers could tag the contact and start workflows.
Send people to different pages based on their quiz score
After someone submits a quiz, send them to a link that matches their score, for example one page for 0 to 10 points and another for higher scores.
Show or skip questions based on earlier answers in quizzes and surveys
Add conditional logic to quizzes and surveys so the questions someone sees depend on how they answered earlier.
Let people upload videos through your forms
File upload fields will accept video files, so you can collect things like video reviews from customers.
Use a form template without adding its custom fields
Start from a form template for its look and layout without it creating new custom fields in your account that you later have to delete.
Update your account's custom values with a form
Build a form that edits your account's custom values, giving your team a more controlled way to change them than the settings page.
Form error messages follow your page's language
The messages people see when they fill in a form field wrong now use the language set for the page. Before, some fields, such as text fields, showed untranslated messages.
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Pick your brand colors in the form builder
Choose colors from your brand board while styling a form, instead of looking up and typing color codes each time.
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Use dates from form answers to time your workflows
Add date fields to your forms and use the dates people enter to time follow-ups, such as reminders before a member returns from a membership hold.
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Let buyers choose between a product's prices on forms
When a form sells a product that has more than one price, such as weekly and monthly, buyers can pick the option they want instead of seeing only one.
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Attach a PDF of a form or survey submission to messages
Workflows can add a PDF copy of a submitted form or survey to the emails and texts they send.
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Payments & invoices 32
Send gift cards and gift card emails in other languages
Customize gift certificates, and the emails sent to the buyer and the recipient, in French and other languages instead of English only.
Send payment reminders for subscriptions
Set up and customize payment reminders for subscriptions, the same way you can for invoices.
Retry or manually charge a subscription payment
Retry a failed subscription payment automatically or by hand, or charge the card on file right away to clear an overdue subscription or bill a few days early. Failed-payment retries will also work for subscriptions billed through Stripe.
Stop customers from buying the same product twice
Block the same email address from buying the same product, subscription or order bump more than once, so you aren't refunding or cancelling duplicate orders by hand.
Use coupon codes on subscriptions with a free trial
Apply a coupon code to a subscription that starts with a free trial, so the discount applies to the paid billing that follows the trial.
Choose the billing date for a subscription
Set which day of the month a subscription bills, such as the 1st or the 15th, instead of it always matching the day the customer signed up.
Check EU VAT numbers automatically
Automatically validate a customer's EU VAT number and apply or remove VAT based on the result.
Show PayPal's debit and credit card button at checkout
Add PayPal's card button to checkout pages so buyers can pay with a debit or credit card through PayPal.
Create single-use coupon codes from workflows
A new workflow action will generate coupon codes that can only be used once, so you can send a contact a code of their own.
Add several products to one subscription
Include multiple products, like add-ons, in a single subscription instead of creating a separate subscription for each one.
Sell more than one recurring item in a single checkout
Let customers buy a payment plan and a subscription order bump in the same checkout, instead of being limited to one recurring item.
Take Square and PayPal payments for calendar bookings
Collect payment through Square or PayPal when customers book appointments or classes on your calendars.
Recover failed subscription payments automatically
When a subscription payment fails, customers will get emails with a secure link to update their card, and the next payment attempt will use the new details.
Set sales tax once for all products and mark customers tax-exempt
Set sales tax in your account settings so it applies to all your products by default, and mark tax-exempt customers or companies so they aren't charged tax.
Offer more payment methods through Stripe
Let customers pay with more methods through Stripe, such as SEPA direct debit, bank transfer, Apple Pay, Klarna and other local options.
Set gift cards to expire a set time after purchase
Give each gift card its own expiration, such as six months from purchase, instead of one fixed date shared by every card for that product.
Apply the EU reverse charge on business sales
Automatic taxes will handle the EU reverse charge on business-to-business sales, setting tax to zero and adding the required note to receipts and invoices.
Create buy-X-get-Y promotions
Set up deals like buy two and get the third free or half off, choosing the number of items and the discount.
Show prices in your customer's local currency
Sell to customers in different countries from one account, with prices shown and charged in their local currency on your pages.
One-click checkout and buy now, pay later with Stripe
Move checkout to Stripe's newer checkout, which adds one-click payment through Stripe Link, buy now, pay later options such as Klarna, and many more payment methods in one place.
Delete test or unwanted orders
Remove test orders and other orders you no longer need so they stop cluttering your orders and transactions lists.
Charge recurring subscriptions through PayPal
Bill subscriptions and other recurring payments through your connected PayPal account.
Edit a tax rate without recreating it
Update an existing tax, such as its rate or tax ID, instead of having to delete it and set it up again.
Show your tax registration number on invoices
Show the tax ID you saved in tax settings, such as a GST, PST, HST or QST number, on the tax line of invoices and other documents that show tax, as Canada requires.
Connect more than one Stripe or PayPal account
Connect several Stripe or PayPal accounts to your account and choose which one each funnel uses, so you can track income from each funnel separately.
Take payments through GoCardless
Connect GoCardless as a lower-cost way to collect payments, especially for subscriptions.
Attach the invoice PDF to invoice emails
Send invoices with the PDF attached to the email, so customers have a copy without opening the payment link.
Design your own invoice layout
Upload your own invoice design and drag dynamic fields, like customer details and line items, wherever you want them, much like you already can with contracts.
Add a terms and conditions checkbox to payment links
Require customers to tick a terms and conditions checkbox before paying through a payment link, the same way order forms already allow.
More accurate automatic sales tax
Automatic taxes now pick up the correct local rates, keep the full rate instead of rounding it to two decimal places, and show the total tax charged.
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Turn off PayPal for specific products
You can now hide PayPal as a payment option on selected products, so customers can only pay with Stripe for those items.
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Translate all text on checkout forms and payment links
You can now translate every label on checkout forms and payment links, including quantity, order total and card details, for customers who don't read English.
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Online store 16
Customizable category and collection pages
Category and collection pages will get their own editable page template, like the product list, cart and checkout pages already have, so you can design how they look.
Let shoppers filter products by category
Shoppers will be able to filter your store by product category or collection, such as treadmills or rowers in a fitness store. You'll also be able to point menus and landing pages at a single category.
Show stock levels on product pages
Choose whether to show shoppers how many of an item are in stock on its product detail page.
More layout options for product detail pages
Rearrange items like the price, description and buttons on your product detail pages, and change image sizes and the overall layout of that section.
See your real products while editing store pages
The product list element will show products from your own catalog in the page editor, not placeholder items, so you don't have to open a preview to see how the page looks.
Add your online store to funnel pages
Place your store and product pages inside funnels, so you can show different offers on different pages.
Products listed in your sitemap with their own URLs
Each product will appear in your site's XML sitemap, and clicking a product in your store will open it at the product's own URL, which helps search engines find your products.
Product schema markup for search engines
Product pages will include schema markup that describes each product to search engines like Google, which product pages in your store don't have today.
Offer free in-store pickup at checkout
Shoppers will be able to choose to pick up their order in store with no shipping fee, and you'll be able to notify your team when a pickup order comes in.
Sell product bundles that track each item's stock
Sell a group of products together as a bundle. When a bundle sells, stock is deducted from each product in it.
Tax calculated on shipping charges at checkout
Checkout currently calculates tax before shipping is added, so shipping goes untaxed. The fix will include shipping in the tax total, as GST in Australia and other places require.
Sync products to Google Shopping and social media shops
Send your store's products to Google Shopping and to TikTok, Facebook and Instagram shops, so you can sell to the audience you already have on those platforms.
Organize products into folders
Group your products into folders, so you can find a particular item without scrolling through your whole product list.
Order bumps and related products in your online store
Show a bump offer when a shopper adds an item to the cart, and add a related-products carousel with a quick add-to-cart button. You pick which products appear, or let them be chosen at random.
Online store sales and inventory reports
Reports for your store covering sales, payments, payouts, inventory and customers, including numbers like customer lifetime value and return on ad spend. You could export a report as a PDF, share a link or email it.
Two-step checkout for your online store
Choose between a one-step or two-step checkout. With two steps, shoppers enter their details before paying, so you still have their information if they leave without buying.
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Courses & communities 40
Choose which activities earn community points
You will get more say over how members earn leaderboard points. That includes stopping likes from counting and giving points for other activity, such as writing posts, attending events or finishing courses.
Points, badges and leaderboards for course students
Students will earn points for finishing lessons and reaching goals such as passing quizzes, and can see where they rank on a leaderboard.
Set your own community levels
You will be able to rename leaderboard levels in full, choose how many levels your community has, and set how many points members need to reach each one.
Offer several membership tiers in one community
You will be able to offer free and paid tiers in a single community, each with its own price and monthly or annual billing. Each tier can unlock different channels, courses and events, so you don't need separate communities or workflows.
Unlock courses for members as they level up
You will be able to attach rewards to community levels, such as access to a course that unlocks when a member reaches a certain level.
Give members custom badges like Staff or Coach
You will be able to create badges with your own name and color, such as Staff, Coach or Moderator, and give them to members. The badge appears next to the member's name, so people can tell who is on your team.
Members choose how they hear about community activity
Members will be able to choose whether they're notified about every new post or only when someone mentions them, and how often they hear about activity by email, text or in-app notification.
Run an affiliate program for your community
You will be able to set up an affiliate program for your community, so people who refer new members can be rewarded.
Show badges and certificates on member profiles
Badges and certificates that members earn will be shown on their community profiles.
Welcome checklist for new community members
New members will see a checklist of first steps, such as posting an introduction, and can check each one off as they finish it.
Send new community members an automatic welcome message
You will be able to set up a direct message that goes out automatically to each new member when they join your community.
Add your services to the client portal
Your services will be added to the client portal. The request also asks for showing each client only the portal sections that apply to them, so course students don't see booking pages and booking clients don't see courses.
Clearer names for course library sections
The All Courses and My Courses sections of the student library will get clearer names, so students can tell their in-progress courses apart from everything they've bought.
Import an existing Slack community
You will be able to bring an existing Slack community into your SMBcrm community.
More design control and new course themes
The course theme builder will give you more control over how your courses look, and new themes will be added.
Customize your client portal
You will be able to turn off the affiliate section of the client portal if you don't run an affiliate program, and add custom CSS to change how the portal looks.
Communities and courses in one member area
Members will be able to reach your communities and their courses from one place on a single domain. The update also covers a better layout on phones.
Join the client portal and a community group in one step
New members will be able to join the client portal and your community group in one step, instead of signing in to the portal first and then joining the group.
Automatic transcripts for course videos and audio
Video and audio you upload to courses will be transcribed automatically, with timestamps. The request also asks for timestamps students can click to jump to that part of the lesson.
Require students to watch the whole video
You will be able to turn on a course setting that stops students from skipping ahead in a video or marking the lesson complete until they've watched it to the end.
Lock lessons until students finish the previous ones
You will be able to keep lessons locked until a student completes the ones before them, instead of only releasing content by date.
Reuse category and lesson thumbnails from your media library
You will be able to pick a thumbnail you've already uploaded to your media library for course categories and lessons, instead of uploading the same image again.
Reuse lesson videos from your media library
Videos you upload to courses will be saved to your media library, and you'll be able to pick a video from the library instead of uploading it again for each lesson.
Stronger protection against course video downloads
Course videos will get better protection against being downloaded with browser extensions, to help keep your paid content from being copied and shared.
Directory of people who earned your course certificates
You will be able to show a directory of learners who have earned certificates from your courses.
Surveys inside your membership area
You will be able to add a survey to a membership, see the answers in your contact records, and show or hide sections based on how members respond.
Turn off community email notifications
You can now stop community activity, such as @everyone mentions, from sending emails. Members who use the mobile app still get push notifications, and your conversations no longer fill up with those emails.
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Notifications when assessments are submitted and graded
You now get notified when a student submits an assessment, and students are notified when you've graded their work.
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Add polls to community posts
You can now add a poll to a community post so members can vote on it.
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Comments on community posts appear in time order
Comments under community posts are now listed in time order instead of a random sequence.
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Host group voice chats in your community
You can now host a live group voice chat in your community, where members join and talk together in real time.
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Play audio files inside community posts
Audio files shared in community posts now play right in the post, so members don't have to download them to listen.
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Private messages between community members
Community members can now message each other privately inside the community.
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Record voice and video messages in your community
Members can now record voice and video messages inside the community, including in chat, instead of recording them in another app and uploading the file.
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Reorder community groups in the menu
You can now change the order in which your community groups appear in the client portal menu.
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See who registered for a community event
You can now see a list of the community members who registered for an event on your community calendar.
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Mark lessons complete when the video ends
A course setting now marks a lesson complete automatically when the student finishes watching the video, so they don't have to click a button.
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Watch lesson videos in full screen
Students can now switch course lesson videos to full screen while they watch.
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Share a link to a specific lesson
You can now send students a link that opens a specific lesson in a course, so they don't have to search for it.
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Post announcements in your membership area
You can now post announcements that members see inside your membership area.
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Reviews & reputation 10
Ready-made review pages and funnels
Pre-built review websites and funnels you can use, so you don't have to build them from scratch.
See AI review replies in your conversations inbox
When AI replies to a Google review, the reply will also show up in your conversations inbox, not only in the reputation area. This helps your team avoid missed responses and replying twice.
Use your saved email templates for review requests
Pick an email template you've already built when sending review requests, instead of building a new one from scratch in the reputation area.
More control over when and how review requests go out
Work on review requests includes sending them from workflows instead of only by hand, adding follow-up texts and emails, and stopping follow-ups once a customer clicks the review link. It also covers an alert when a new review comes in.
See open rates for review request messages
See how many contacts open the messages in your Google review request workflows, so you can adjust timing and wording to get more reviews.
Set your own review invite goal
Change the review invite goal to a number that fits your business instead of the fixed goal of 20. This helps if you can only take on a limited number of jobs each week.
See photos attached to Google reviews
Photos customers attach to their Google reviews will appear with the review in your account, so you can see what they're talking about before you reply.
Style your review widget with custom CSS
Add your own CSS to the reviews widget so it matches the look of your website.
Add a consent checkbox to video testimonial requests
Video testimonial requests can include a checkbox, such as a media release, that the customer ticks before submitting. Each acknowledgment is logged.
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Add reviews by hand from sites that don't sync
You can now add reviews by hand from sites that don't sync with your account, such as Zillow, so all your reviews sit in one place.
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Reporting & dashboards 24
See how many reviews you received on your dashboard
A dashboard widget that shows how many reviews you received during a time frame you choose.
Report on custom fields and custom objects
Use your custom fields and custom objects in reports and dashboards alongside contacts and opportunities, so you can filter, group and calculate on the details specific to your business.
See how many of each product you've sold
View sales totals by product from your transactions, for example how many tickets to an event have been sold.
Download phone numbers whose texts failed
Export a CSV of phone numbers whose text messages bounced or failed, so you can clean up your contact list the way you can with email.
See revenue by lead source
A report that breaks down revenue by where leads came from, including won, lost and open opportunities.
Text message and channel activity report
A report for text messages and other messaging channels, similar to call reporting, showing how many messages were sent, how many got replies and the reply rate.
View calls and leads by quick date ranges and click into the list
See calls and new leads for ranges like today, yesterday or last week, for all campaigns or one at a time, then click a number to see the people behind it.
See pipeline stages in ad attribution reports
Attribution reports would show how far leads from each ad or ad set get through your pipeline stages, not only how many leads came in.
Count won deals on the date they closed
Reports would place won opportunities on the date they were marked won, rather than the date the opportunity was created, so revenue lands in the right period.
Google Ads metrics appear as a dashboard widget option
After you connect your Google Ads account, its metrics show up in the list of dashboard widgets as expected.
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Add custom HTML to a dashboard widget
Place your own HTML in a dashboard widget to add styled text, buttons, checklists or shortcut links next to your data widgets.
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Add phone usage to custom reports
Include phone usage when you build custom reports, so phone activity can sit in the same report as your other numbers.
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Add your own text and labels to dashboards
Add a text widget to dashboards and reports for your own labels and notes, such as explaining a custom metric or an ROI calculation.
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Break down report metrics by pipeline and sales rep
Filter or split custom report metrics by pipeline and by opportunity owner, for example to see each sales rep's share of total sales.
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Build your own formulas and calculated metrics on dashboards
Create dashboard widgets from your own formulas, such as a conversion rate or the share of contacts with a certain tag. You can track these numbers on the dashboard instead of exporting to a spreadsheet to work them out.
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Choose which dashboard you see first
Remove the original dashboard and set one of your own customized dashboards as the main one you land on.
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Create more custom reports
The limit on how many custom reports you can create has been raised.
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Filter dashboard widgets by your custom date fields
Filter dashboard widgets by date fields you created yourself, such as a course enrollment date.
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Send scheduled reports from your own email domain
Scheduled reports can be sent from your own email domain instead of a generic no-reply address.
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Share a custom report with a view-only link
Share a custom report through a link that anyone can open to view it, even without a login to your account.
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Show several values side by side in one widget
A single dashboard widget can show several values at once, for example lead counts from each contact source, so you don't need a separate widget for each one.
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Your account opens to the dashboard again after login
Logging in takes you straight to your dashboard again, instead of opening the AI assistant screen first.
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Report won revenue from a custom field
Your dashboard can count won opportunities and won revenue from a custom field instead of an invoice. This helps if you record deal value outside of invoicing.
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Total and average your custom fields on the dashboard
Add dashboard widgets that show the sum, minimum, maximum or average of number and money custom fields on contacts and opportunities, so the figures you keep in your own fields sit next to your other metrics.
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Advertising 1
Run TikTok ads from the Ad Manager
Run TikTok ad campaigns from the Ad Manager in your account, so you don't have to switch to a separate tool to manage them.
Documents & contracts 7
Fillable, signable PDF documents for HIPAA accounts
Accounts on the HIPAA-compliant setup will be able to create fillable PDF documents that can also be signed, a common request from medical offices.
Fill documents with opportunity custom fields
Pull opportunity custom fields into documents and contracts, not only contact fields. When one contact has several opportunities, each contract shows the details of its own opportunity instead of the latest one.
Add headers and footers to documents and contracts
Add a header and footer to your documents and contracts, and choose which pages they appear on.
Require hand-drawn signatures on documents
Turn off typed signatures so signers have to draw theirs. In many countries a signature typed in a font has no legal value, so this keeps your contracts valid there.
Choose which fields signers are guided through
Pick the fields the signing arrow moves to, including optional ones, and let signers skip a field or leave it blank. This helps with long forms like a W-9, where many fields are optional.
Let clients sign documents on your website or funnel pages
Embed documents and contracts on your website or funnel pages so clients can sign right there and continue to the next step, instead of signing from an email.
Collect a phone number on contracts signed through a shared link
Add a phone number field to contracts opened from a shared link, with the option to make it required.
Events 4
Add event tickets to Apple Wallet or Google Wallet
Attendees can save their event tickets to Apple Wallet or Google Wallet, so they don't have to search their email every time they need them.
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Set high ticket prices in currencies like Vietnamese dong
Event tickets priced in currencies that use large amounts, such as Vietnamese dong, now save correctly instead of being blocked by a price limit.
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Track event registrations with the Meta Pixel
Add your Meta Pixel to your events so you can track registrations from your Facebook and Instagram ads.
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Check in attendees by scanning QR codes in the mobile app
Use the mobile app to scan attendee QR codes and check people in at in-person events.
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Media, brand & QR codes 19
Share whole media library folders
You'll be able to share an entire folder with people outside your team, instead of sending files one at a time.
Pick files from your media library anywhere in your account
You'll be able to choose images, videos and files from your media library in more places, such as calendars, workflows, emails and memberships, not only in websites.
Upload your own fonts to your brand board
You'll be able to upload custom fonts to your brand board, including fonts that aren't in Google Fonts.
Use your brand colors and images across your account
Set up your brand colors and images once and pick them in websites, funnels, membership courses, products and templates, instead of typing the same hex codes every time.
Edit images and videos in the media library
An image and video editor is being added to the media library.
More ways to view and organize your media library
Improvements in the works include list and detail views, moving folders, uploading whole folders from your computer, and an upload status that changes to done when a file finishes.
More kinds of QR codes
You'll be able to create more types of QR codes, such as contact cards, resumes, events, app downloads, menus and files.
QR codes that refresh or expire for check-ins
QR codes that change on a schedule or give each scan a one-time link would stop people from saving the link and reusing it for fake check-ins or loyalty rewards.
Restore a QR code you deleted by mistake
You'll be able to recover a deleted QR code, so you don't have to reprint marketing materials that use it.
Ready-made QR code designs
You'll be able to start from a library of QR code templates and customize them with your branding.
Rename files in the media library
You'll be able to rename files in your media library, so documents and images people download have a clear name instead of a random string of characters.
Open the template library from your account menu
The template library will get its own link in your account menu, so it's easier to find than the current pop-up window.
Cancel an upload while it's in progress
You can now stop a file upload in the media library before it finishes.
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Import videos from a link or cloud storage
Add videos to your media library from a URL or a cloud service like Google Drive or Dropbox, so you don't have to download a large file and upload it again.
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More results when searching stock photos
Stock photo searches in the media library now return more results, so you have more images to choose from.
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Move or delete many files at once
Select multiple files in the media library and move or delete them in one step instead of handling them one at a time.
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Search the whole media library at once
Media library search now finds matching files in every folder and subfolder, so you no longer have to open the right folder before searching.
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Collect information with QR codes
You can use QR codes to collect information from the people who scan them.
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Save your contact details from a business card QR code
People who scan your business card QR code can now tap a button on the profile card to save your contact details to their phone.
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Mobile & desktop apps 9
Call contacts from your own cell number
When you tap to call a contact in the mobile app, you'll be able to choose whether the call goes out from your business number or your personal cell number.
Use estimate templates in the mobile app
Pick one of your saved estimate templates when you create an estimate on your phone, instead of building it from scratch.
Add photos to contact notes from your phone
Take photos with your phone and add them directly to a contact's notes in the mobile app. Useful for trades and other work done out in the field.
Add products to collections in the mobile app
When you create a product on your phone, you'll be able to choose which product collection it belongs to without switching to a computer.
Keep your opportunity filters in the mobile app
The mobile app will remember the filters and sorting you set on opportunities, such as showing only open opportunities or the most recent first, so you don't have to set them again each time you open the app.
Send invoices from an opportunity in the mobile app
Send an invoice from inside an opportunity on your phone, or link an invoice to an opportunity from the payments section, so your sales process works the same on mobile as on desktop.
Open notification links in the mobile app
Links in your notifications will open straight in the mobile app when it's installed on your phone, instead of sending you to the browser.
Push notifications for community activity
The community mobile app sends push notifications when someone posts, mentions you, comments or likes something, so members don't miss new activity.
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Reply to website live chat from the mobile app
You can answer live chat messages from your website in the mobile app, the same way you reply on desktop.
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Account, users & settings 8
Automatically sign out inactive users
Users who are inactive on desktop for a set time, such as 15 minutes, will be signed out automatically. This helps businesses that follow HIPAA guidance.
Control who can see and edit custom objects
Restrict custom objects by user role, for example limiting one to admins. The request also asks for visibility settings for individual users.
Add several team members at once
Add a group of users to your account in one step instead of creating each user separately.
Filter your notifications
Filter the notifications you receive, on the web and in the mobile app.
Track the notification emails and texts sent to your team
See a record of the internal notification emails and text messages sent to your team from inside SMBcrm.
Use an authenticator app for two-factor login
Get two-factor login codes from an authenticator app such as Google Authenticator, Microsoft Authenticator or Authy, instead of only by email. Account admins could also choose which login options their users are allowed to use.
See the login screen in your language
The login screen is no longer English-only and can be shown in other languages.
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Translation fixes in several languages
Fixed translation errors reported by users, including French contact name fields, Italian and Swedish menu names, Portuguese and Dutch buttons, German labels, Brazilian Portuguese advanced filters, and untranslated Italian text in workflows and billing settings.
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Integrations & API 9
Connect Search Atlas OTTO to your website
Connect the OTTO AI SEO tool from Search Atlas to your SMBcrm website. OTTO audits your site and suggests fixes, such as page titles, meta descriptions and broken links, and makes the changes you approve.
Get your email sending stats through the API
Pull the stats for emails sent from your account through the public API, so you can report on email results in the other tools you use.
Create QR codes through the API
Create QR codes and save their images through the API, so the other tools you use can make QR codes for you.
Connect your Amazon seller account
Link your Amazon seller account so products, prices, inventory and orders stay in sync with your online store. You could fulfill orders yourself or through Amazon.
Get payment and subscription data through the API
Pull payment and subscription records through the API, with each record linked to the right contact. This helps when a customer pays with a different email than the one they entered on your order form.
Sync products and services with QuickBooks or Xero
Keep your products and services in sync with QuickBooks or Xero, so the same items are ready to pick when you create invoices and proposals.
Connect your Square point-of-sale system
Connect Square POS, which many shops and restaurants use, to your account. Seeing your daily sales on your dashboard is also being considered.
Get notified when your installed apps have updates
See a notification when an update is available for an app you installed from the app marketplace.
Manage your courses through the API
The public API now covers courses, so other tools you use can create and update courses and lessons and manage student enrollments. This helps keep your courses in sync with other platforms.
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Ideas
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Tell us what you're trying to get done and what gets in the way today. A real example from your business makes a request much easier to understand.
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- Say which part of SMBcrm it's about
- Describe the result you want, not only the button you'd add
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