This is a comprehensive guide to set up your smrtPhone Free Trial. Follow the steps and customize the smrtPhone Account. Moreover, you can access the Documentation for more information.

smrtPhone is constantly growing, and that means we integrate with more and more CRMs every year. Our documentation will help you set up your integration, no matter which CRM you choose. The first step to setting up a smrtPhone account is to ensure your CRM is properly set up to connect to smrtPhone.

You must have:

To learn more about setting up your CRM to connect to smrtPhone, follow these links:

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 any discounts they may be offering.

Complete the form, and at this step, choose your CRM from the drop-down menu.

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.

Now that you've chosen your CRM, it's time to connect! Select the Connect Now button. If you mistakenly picked another CRM, you can go back and select the right one.

Choose your CRM to begin the setup, and you might need to select Grant Access so that smrtPhone can sync contacts, call notes, and other important communication activity from your CRM.

If you have no CRM, we recommend scheduling a meeting with our Success Team to understand why a CRM is necessary, as smrtPhone cannot be used without one. Schedule a meeting to book time with one of our incredible Customer Success Team members.

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.

Learn more about where to find your API Key ⇢

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.

Name and Phone Number are required, but you can include additional fields depending on your CRM. Select Save and Continue.

At this point, smrtPhone will begin the syncing process. If your Contacts database is large, this may take a few minutes.

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 ⇢

For Salesforce Users, you can find more info about this step here: Setting up your CRM to integrate with smrtPhone ⇢

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.

To learn more about the smrtPhone plans, check out our website pricing comparison. 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.

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).

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:

If you need more information, you can access our Support and Help Documentation from the question mark icon❓in the upper right menu.