All the basics for new users of smrtPhone and smrtDialer
Learn more about how to setup a smrtPhone Trial and connect to your Podio CRM, the limitations of a trial and how to activate a full account.
Learn more about how to configure your account, manage key features, and administrate smrtPhone
How to manage the routing of calls and SMS text messages in your organization
FOR USERS: How to use smrtPhone on a day-to-day basis. These are user guides, not setup and administrator guides.
How to use the iOS and Android Apps, basic troubleshooting and guides.
Learn more about how to configure smrtDialer, how to manage key features, set up campaigns and control your seat count.
FOR USERS - How to use smrtDialer to dial campaigns. These are user guides.
Lead Management - DNC Scrubbing, Skip Tracing, and Dial Lists for smrtDialer
Find data and insights that improve your decision making to make you more efficient and more profitable
Learn more about how smrtPhone pricing works and get answers to frequent questions about billing.
A curated list of the most commonly asked questions by smrtPhone customers
Read up on common ways that your system may not be working as expected and how to fix them.
smrtPhone Trust Center & communications regulations
For users of Left Main powered by Salesforce. Setup instructions, beginner smrtPhone and smrtDialer guides, and troubleshooting
How-to guides that are specific to our integration with InvestorFuse (IF3)
For BETA users of Billions CRM. Setup instructions, beginner smrtPhone guides
Unique/specific how-to guides related to our integration with Citrix Podio