This is a comprehensive guide to set up your smrtPhone Free Trial. Follow the steps and customize the smrtPhone Account. Additionally, you can browse our Documentation for more information.
Have additional questions? Let us help you!
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Make More Calls, Send More Texts, and Close More Deals.
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1. Set Up Your CRM Workspace
If you don't use a CRM, skip to Step 2.
smrtPhone is constantly growing, and that means we integrate with more CRM platforms and partners every year. The first step to setting up a smrtPhone account with your CRM is to ensure your CRM is prepared to connect.
If you are connecting smrtPhone to your CRM, you must have:
An active CRM account
Administrative rights to your CRM account
Contacts within your CRM that smrtPhone can connect with
Phone Number fields that are set as a phone number type (not text)
To learn more about setting up your CRM to connect to smrtPhone, follow these links:
Forefront, Realeflow, Invelo, REI Software CRMs setup ⇢ coming soon
Podio Users: Along with administrative rights, you must have a Paid Podio Plan.
2. Complete the Start Free Trial Form
All new smrtPhone accounts start in Trial. You can activate at any time within the first 14 days. Many clients skip the trial's limitations and go straight into a full subscription. It's up to you! But the initial step is always the same: completing the form.
Go to the Start Trial form from smrtphone.io and click on the green Start Trial button.
If you are coming to smrtPhone from an affiliate, make sure you use the affiliate's unique link, to be automatically credited to them and receive the discounts they may be offering.
Complete the form, and at this step, choose your CRM from the drop-down menu. Press I don't have a CRM to start a Standalone (no CRM) smrtPhone account.
Make sure to review our Terms & Conditions and Refund Policy before submitting the form.
Once you submit the form, you need to verify your email address. Access your email and do it from there, get the code, and paste it into the pop-up window.
For a smooth transition, try to be logged in simultaneously in your CRM and on your email address.
You can create the new smrtPhone account from a browser on any device you want, as long as you have access to all required spaces.
3. Connect Your CRM System to smrtPhone
Now that you've chosen your CRM, it's time to connect! Select the Start Setup button.
If you mistakenly picked another CRM, you can press Show all options and they will be all visible for you to pick the right one.
Once you begin the setup, you might need to select Grant Access so that smrtPhone can sync contacts, call notes, and other important communication activity from your CRM.
For some CRMs, this is the point when you connect via the API Key found in your CRM. Investorfuse, REISift, Forefront and Tape CRM are required to provide the API Key. If your CRM uses API Token, now is the time to grab it from your CRM and insert it in the second step of the account creation.
3.1. Standalone (No CRM) smrtPhone Account
If you don't have a CRM, we recommend scheduling a meeting with our Success Team to understand why a CRM might be useful and how to manage a smrtPhone Account without a CRM, or move on with the configuration by selecting smrtPhone Standalone.
There are a few small differences when creating the Standalone smrtPhone accounts and all the setup details can be found in the article here: Create an account without a CRM ⇢
4. Sync Contacts - only for Podio, Salesforce and Tape Users
Once you've authorized smrtPhone to access your CRM system, you will identify where your Contacts live. Use the drop-down menus to set where your contacts' information resides and follow any prompts to map appropriate fields.
🌐 Podio and 📼 Tape
🌐 Podio and 📼 Tape
The sync part of the account creation is crucial for your data syncing. Start selecting the Organization, Workspace and App you consider useful for your account.
Name and Phone Number are required, but you can include additional fields depending on your CRM. Select Save and Continue.
☁️ Salesforce
☁️ Salesforce
At this point you choose what contacts app you need to be synced with your smrtPhone account. There are 4 possible options and you can choose as many as you want. Each app comes with its own customizing fields.
If you pick just one or if you later decide to change, add, or remove one, you can do it from the Setup Page in your Admin's smrtPhone Dashboard.
Now, smrtPhone will begin the syncing process. If your Contacts database is large, this may take a few minutes.
5. Install or Customize Integration
Some integrations might have different setups because smrtPhone always tries to meet partners' needs.
5.1. Install smrtPhone Apps - Podio & Tape Users Only
5.1. Install smrtPhone Apps - Podio & Tape Users Only
For Podio and Tape users, smrtPhone requires a Communications App to be installed into your workspace that will enable call, text, and voicemail tracking. Using the dropdown menu, select the same workspace in which your Contacts App resides.
Since your CRMs require some extra customization, you might want to check the dedicated collections: Podio & Tape ⇢
5.2. Customize the Integration - Salesforce Users Only
5.2. Customize the Integration - Salesforce Users Only
Salesforce users need to customize the integration with smrtPhone by making some choices that can be later changed from the Setup Page.
They need to add the Company address and to configure the basic setup, as options for Tasks or Call Statuses.
6. Select a smrtPhone Plan
Yes, your smrtPhone trial is a free subscription! However, you will still select which plan you want to activate when the Trial ends. You can activate sooner at any time during the trial, or your subscription will automatically update at the end of the Trial if you have not canceled.
If you select annual billing, you receive 2 free months subscription fees.
To start your Trial, you must enter your credit card information. You will not be charged a subscription fee until your free trial ends, either by manual activation or by the trial period ending. If you cancel at any time during your free Trial, you will not be charged a subscription fee.
You are responsible for usage, which is another reason we retain your credit card information from the start. If you have a Promo Code, type it or copy-paste it in the field and press Apply. You will see the discount added to your billing details.
To learn more about the smrtPhone plans and pricing check out our website ⇢
For your first login to smrtPhone, use the email associated with registration and the password you received. Once you log in for the first time, you can create unique smrtPhone credentials or use CRM credentials (depending on your CRM).
7. Do a Happy Dance 🕺
Congrats! You have now successfully created a smrtPhone account. Add some credit on your account to purchase a phone number and become familiar with the system.
Here are some ideas of what to do next:
Install the smrtPhone Chrome Extension ⇢
If you need more information, you can access our Support and Help Documentation from the question mark icon❓in the upper right menu.
