A Guide to Setting Up Your smrtPhone Free Trial

1. Set up your CRM Workspace

smrtPhone integrates with Podio, Salesforce, and InvestorFuse. The first step to setting up a smrtPhone account is to ensure your CRM is properly setup to connect smrtPhone.

You must have:

  • A CRM account already established

  • Administrative rights to your CRM account (Of course, along with the administrative rights, you are also asked to be the owner of a Paid Podio Plan)

  • 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:

Note: Podio Users: Along with the administrative rights, you must have a Paid Podio Plan.

This video walks you through the setup of a smrtPhone Free Trial.

2. Complete the Start Free Trial Form

All new smrtPhone accounts start in Trial. You can activate it at any time within the first 30 days. Many clients choose to skip the limitations of the trial and go straight into a full subscription. It's up to you! But the initial step is always the same: completing the form.

You can get to the Start Trial form from smrtphone.io by clicking the green Start Trial button at the top. If you are coming to smrtPhone from an affiliate, make sure you use the affiliate's unique link, so you can be automatically credited to them and get any discounts they may be offering.

Make sure to review our Terms & Conditions and Refund Policy before submitting the form.

3. Connect your CRM System to smrtPhone

You must authorize smrtPhone to access your CRM system so we can sync contacts, call notes, and other important communications activity.

Click the "Connect to CRM" button, and click "Grant Access".

4. Sync your Contacts

Now that you've authorized smrtPhone to view your CRM system, you need to 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.

5. Install smrtPhone Apps - Podio Users Only

For Podio 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.

6. Select a smrtPhone Plan

Yes, your smrtPhone trial is a free subscription. However, you need to select which plan you will sign up for when your account activates.

You can activate your account at any time during the trial. Or, when your trial ends, the subscription will automatically activate if you have not canceled.

To learn more about the smrtPhone plans, check out our website pricing comparison. If you select an annual billing, you receive 20% off subscription fees.

Now 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. (You will not be charged a subscription fee at all if you cancel).

We start your trial with a credit to allow you to secure a phone number and do some calls and send texts. Once that credit runs out, you will need to pay for usage, which is another reason we retain your credit card information from the start.

7. Do a Happy Dance 🕺

Congrats! You have now successfully created a smrtPhone account. We have placed a $7 credit on your account to purchase a phone number and become familiar with the system.

Here are our 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.

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