Mobile App Overview

This article will take you through a tour of the mobile app

Jordan Fleming avatar
Written by Jordan Fleming
Updated over a week ago

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 12 or newer

  • Android 10 or newer


Navigating the Mobile App

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 / Ad 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).

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 more than one smrtPhone account, you can toggle between them.

  • Customize Incoming Call Display - change what you see in the app when a new call comes in. (see below)

  • Update your Caller ID - a second place you can update if you don't want to do it within the Dialer tab.

  • 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 the gear icon ⚙️ and pick from the menu of options 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.

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