The smrtPhone Mobile App allows you to take smrtPhone on-the-go whether you have an Android or iPhone! smrtPhone's Mobile App gives you instant access to your CRM Contacts no matter where you are, efficiently designed for a sleek and easy-to-use experience on your phone.
For best performance, there are some minimum operating system requirements:
Apple iOS 14 or newer
Android 10 or newer
Users with iOS versions earlier than iOS 14 (like iOS 12 or iOS 13) can still use the Mobile App. However, they cannot update to the latest smrtPhone Mobile App version unless they upgrade to iOS 14 first.
The Mobile App has four main sections you can navigate using the menu items at the bottom of the screen:
Recent calls
This is a list of your recent calls to/from your User from anywhere in smrtPhone, synced across all dialers. Your recent call log displays up to 100 records and includes missed calls.
Click open any item to:
Call back
Send text message
Update notes
Rename Contact in CRM (or view details)
Update Call
Edit a new Call Status
Take action: Mark as Spam / Add to DNC
To use the smrtPhone Mobile App, you must have previously purchased a smrtPhone number. The same applies to the smrtPhone Chrome Extension.
Dialer
From the Dialer tab, you can make a call or send a text message. If you have the necessary permissions, this is also where you change your Caller ID.
To dial a number, you have multiple options. Click into the contact number field to trigger your keyboard, where you can do the following:
Dial by Number - Select the number option from your keyboard and a dial pad will appear. Make a call by entering the phone number.
Search Contacts - Begin to type a contact name to search all of your synced CRM Contacts. When you've found who you want to call, select their name and choose which of their numbers you'd like to call or text.
See Contact in your CRM: Select the Details button for any Contact to view their record in your CRM, from your phone's web browser. Depending on your CRM, you can refresh this page to see new information. (At this moment, not all integrated CRMs have this option.)
You can also use the Dialer tab to send a text message. Select the blue Message box and compose/send your message.
iOS users can exit a call by swiping left.
Android users have the option to dial any click-to-call number from a mobile browser using smrtPhone.
Inbox
Your inbox includes text messages (SMS/MMS) and voicemails.
Selecting Inbox opens your personal text message inbox.
Click into any conversation to read and reply
Use the Edit button to perform bulk actions like mark read/unread or delete
Use the + button in the lower right to compose a new message
Use the three dots on the upper right corner to take further action: Add to DNC/Spam, Call, Mark as Unread, or Delete the conversation.
Use the ≡ menu in the upper left to navigate to your:
Personal voicemail inbox
Team SMS inbox(es)
Team voicemail inbox(es).
Use the mobile inbox and conversations to start a video call.
Settings
From this tab, you can configure your Mobile App as well as get help from our Support team on chat.
Status - Set yourself as Available/Unavailable, which determines if your incoming calls will ring on the Mobile App.
Account - If you have multiple smrtPhone accounts, you can scroll among them to find the one you want to use right now. Use the search bar for an easy find.
Available Balance - Shows the amount left in your balance. If you are the Account Owner or have customized permissions, you can also top up your account using the mobile app. - the Top-Up option is currently available only for iOS users.
Customize Incoming Call Display - Change what you see in the app when a new call comes in. (see below) - currently available only for iOS users.
Update your Caller ID - A second place where you can update if you don't want to do it within the Dialer tab. Scroll or use the search bar to look up within your Caller IDs or phone numbers- currently available only for iOS users..
Help - Connect with our Support Team on live chat.
Log out - A further option than setting yourself unavailable is to log out completely.
Availability works independently on all dialers - setting yourself away on Mobile does not set yourself away on the Web App, for example.
Incoming Call Display
You can decide what to be shown when you are getting a call:
Contact Name - display the name under which you saved that particular contact (if they are in your CRM).
Contact Title/Role - display the title/the role of that specific contact in the company/business as you saved it in your CRM.
Caller ID - display the phone number of the caller.
Your Number - by digits or by Friendly name. Depending on your choice, the incoming call display will show you either the Friendly Name or the digits of whichever smrtPhone number is being called.
You can change the Incoming Call Display way any time you want, just press > arrow and then pick from the options menu on the next screen.
If the app forces a call to speakers only, you should review the default settings on your mobile device regarding calls.
Update Notice
If you are running an older version of the Mobile App, as soon as the phone system detects it, you will get a notification to update the version.
Press Update Now and you will land on your store's page to move to the newest version available for the Mobile App.
