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.

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.

See a list of CRMs smrtPhone connects to ⇢

If you are connecting smrtPhone to your CRM, 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 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.

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.

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.

Learn more about where to find your API Key ⇢

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 ⇢

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.

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

Some integrations might have different setups because smrtPhone always tries to meet partners' needs.

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.

See our current plans ⇢

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).

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.