After you have downloaded the smrtPhone Mobile App, you have two options for logging in:

  1. Using your smrtPhone account email/password (all current CRMs)

  2. Logging in with your CRM credential (Podio and Salesforce Users only)


Logging in: Podio Users

To log in using your Podio credentials, use the email and password you use to log in to Podio.

Logging in: Salesforce Users

To log in using your Salesforce credentials, use the email and password you use to log in to Salesforce.

Logging in: InvestorFuse Users*

At this point, you must log in using smrtPhone credentials.

smrtPhone Credentials

To log in to the mobile app using your smrtPhone account email and password, simply enter them at the prompt.

If you were invited to smrtPhone by email and do not have access to your company's CRM, you must use this option.

All Users can log in with smrtPhone Credentials, no matter the CRM associated with the smrtPhone Account.

How to create smrtPhone login credentials

You can create smrtPhone credentials and sign in to the Mobile app using those.

Log in to the smrtPhone Web App using Login with CRM.

From within the smrtPhone Web App, your account settings are accessible from the menu in the upper right corner.

On the “General Tab”, you can use the Change Password feature to create smrtPhone login credentials.

You can then use these to log in to the Mobile App.

You can find detailed information in this article here: How to create smrtPhone Credentials >>


Selecting an Organization

After you have logged in, if you are a member of multiple smrtPhone accounts, you will choose which account you want to use.

You may only use one account at a time in the mobile app, but you may switch between accounts under Settings.


Important note: you cannot log into the Mobile App if you do not have a phone number in your smrtPhone account. You must have at least one in your account to log in.


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