Exciting New Features and Updates in the Automation Agency CRM: September 3, 2026
Welcome to our comprehensive weekly roundup of the latest updates and enhancements in the Automation Agency CRM. This week, we are thrilled to bring you several exciting new features that promise to enhance your experience and streamline your operations. From enhancements in the Client Portal to pricing updates and new templates, here’s everything you need to know.
🔐 Enhanced Client Portal Workflow Triggers
One of the standout updates this week is the improved functionality of the “User login” workflow trigger in the Client Portal. Now, this trigger is not limited to legacy membership logins but also supports logins from the new Client Portal experience. This means that any existing workflows using the User login trigger will automatically start running for both old and new Client Portal logins without any need for reconfiguration.
What’s New?
– A dedicated “Client Portal” category in the workflow trigger picker for easier access and organization.
– Clearer helper text to eliminate confusion regarding the scope of the User login trigger.
Why This Matters
This update bridges the gap for agencies on the new Client Portal experience, allowing seamless automation based on member logins and providing a more intuitive trigger system by consolidating related triggers under one category.
📢 Carrier Fee Pricing Update Effective October 1, 2026
In a move to align with current carrier costs and ensure optimal deliverability, there will be an update in carrier fees for messaging traffic to U.S. numbers via Verizon and other select providers.
Key Changes
– Verizon outbound SMS and RCS Rich messaging rates will slightly increase to $0.0050 per message.
– Other Category Carrier network will see outbound SMS rates adjusted to $0.0042 per message.
Why It’s Happening
These adjustments are driven by changes in delivery and infrastructure costs across telecom networks, ensuring continued high-quality service and alignment with global carrier pricing structures.
🔍 New Requirements for Toll-Free Verification
Starting September 15, 2026, toll-free verification will require both a Privacy Policy URL and a Terms & Conditions URL. These fields are now mandatory for new submissions, ensuring compliance and seamless processing.
Why It Matters
Providing these URLs now prevents rejections and keeps your new numbers moving through the verification pipeline efficiently.
🛠️ Manage Payment Methods in SaaS V2 Sub-Accounts
For those using the SaaS V2 system, there is now the ability to delete saved payment methods directly from sub-accounts. This feature ensures that your billing dashboard remains clean and manageable by allowing you to remove outdated or unnecessary payment information.
🎨 Introducing New Templates
We are excited to introduce a range of new templates designed to elevate your marketing efforts. Whether you’re building a website, creating a funnel, or launching an email campaign, these new templates are customizable and professional.
New Templates Include:
– Business Coaching & Consulting website template
– Marketing Agency funnel template
– Business Coaching & Consulting email template
– Social templates for Home Services and Other categories
– Facebook Ad templates for Automotive and Business Coaching & Consulting
These updates are designed to enhance your user experience and provide you with the tools to optimize your operations within the Automation Agency CRM. Stay tuned for more updates, and as always, we’re here to support your automation journey.
