Welcome to smrtPhone!
This guide will walk you through connecting, activating, customizing, and managing your smrtPhone account within your HighLevel CRM.
Follow these simple steps and resources to get up and running smoothly.
Getting smrtPhone Set Up with Your HighLevel CRM
Integrating smrtPhone with your HighLevel CRM is a straightforward process. Here’s how to begin:
Visit https://www.smrtphone.io/start-trial/ and complete the registration form.
Follow the instructions outlined here if you need further clarification: How to Start a Trial ⇢
Enter all required information carefully.
Once you finish all the steps, you are automatically placed on a 14-day trial period. You can activate on the spot or wait for 2 weeks and activate when the trial period ends, it is your choice.
Active Subscription Required
To access the full range of smrtPhone features, an active subscription is necessary.
Trial accounts come with certain limitations, but once you activate your trial, you'll receive a $7 credit to apply toward your initial usage.
Please keep in mind:
Usage (call minutes, text messages, call recordings, etc.) beyond the initial credit requires maintaining a positive balance on your account.
Both the subscription and credit balance operate at the company account level — meaning all team members share the same pool of resources.
Once your initial setup is complete, we recommend exploring the Beginner's Guide to smrtPhone to configure your account to best fit your needs.
Billing Information
Even during the free trial, you are responsible for any usage charges incurred.
This includes expenses such as call minutes, text messaging, call recordings, and more — all of which require maintaining a credit balance in your account.
Important billing notes:
Subscription and usage credit are managed at the company level, shared by your entire team.
Learn more about smrtPhone Trial Limitations ⇢
Understand how smrtPhone Pricing Works ⇢
Explore additional resources in our Billing and Pricing Collection ⇢
Useful Information and Helpful Resources
To help you customize, manage, and master smrtPhone within HighLevel CRM, the following resources are available:
📃 smrtPhone Training for Beginners — A complete step-by-step guide to setting up and customizing smrtPhone features.
✅ How to Log into smrtPhone — Quick instructions for accessing the platform.
Note: HighLevel CRM users must log in using their smrtPhone Credentials.
🔢 smrtPhone Credentials — Your login credentials are emailed to you after account creation.
If you don't see them, please check your junk or spam folders. Credentials consist of the email address and password you set up during account creation.
Additional Features to Explore:
Account Settings — Personalize your smrtPhone experience.
Call Flows — Learn what they are and how to build efficient call routing.
SMS Flows — Automate and optimize your messaging strategies.
User Permissions — Control access levels for your team members.
Inviting Users to Your Account — Seamlessly expand your user base.
Pro Features — Discover advanced tools to enhance your operations.
Using the smrtPhone Dialer — Make smrter and faster calls.
Mobile App — Stay connected on the go.
Chrome Extension — Integrate smrtPhone easily into your browser workflow.
✅ Next Steps Checklist
Customize smrtPhone with your HighLevel needs, map users, and do some initial setup.
Activate your trial and maintain a credit balance.
Review and customize settings using the Beginner’s Guide.
Understand your billing responsibilities.
Explore additional features to maximize your success.
Need Help? We're Here for You!
If you need assistance at any point, reaching out to smrtPhone support is easy and convenient.
You can access the Chat feature through multiple locations:
The smrtPhone Mobile App (under Settings)
Live chat support is available weekdays from 9 a.m. to 9 p.m. ET.
If you leave a message after hours, a member of our team will respond the next business day.
Additionally, you can schedule an orientation tour with our Client Success Team to get a personalized walkthrough of smrtPhone and all its features.
