All Collections
Starting your smrtPhone Trial
How to Get the Most Out of Your Free Trial
How to Get the Most Out of Your Free Trial

A quick guide to maximizing your smrtPhone Trial

Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

πŸŽ‰Welcome to smrtPhone! πŸŽ‰

We're so happy you started your free trial with us!

We can talk all day about how great our products are, but sometimes you just have to experience them to understand. That's what this free trial is for: to give you a taste test and hopefully make you want more.


What the smrtPhone Trial is for:

  • Experiencing the deep integration between smrtPhone and your CRM

  • Having time to get your system and desired CRM automation set up

  • Getting a general sense of how smrtPhone works


What the Free Trial is not:

The free trial is not an unlimited, free subscription to smrtPhone. The trial is designed to give you a hands-on understanding of how the product works, and it is limited.

During the trial, you will not be charged the subscription fee for the first 30 days. However, you are in charge of the usage and balance of your account, whether you activate your full subscription or not.


How to get the most out of your smrtPhone Trial:

  • πŸ”— Connect smrtPhone to your CRM system

  • πŸͺͺ Verify your identity: To unlock smrtPhone features, once you get on the smrtPhone Dashboard, proceed with the identity verification to have full access to the trial's options.

  • πŸ” Log into smrtPhone: Go to your smrtPhone Web App. Use smrtPhone credentials or CRM ones, if available.

  • 🀸🏽 Play around and have fun! Add some credit to your balance and start customizing, personalizing, calling, and texting!

  • πŸ”’ Secure a phone number: Easy search and buy a phone number from your dashboard.

  • πŸ”€ Create an inbound communication flow: Determine what happens when a call or text comes in on your new number.

  • πŸ“ž Make your first domestic call: See how calls log automatically into your lead or contact record.

  • βœ‰οΈ Send a domestic text message: See how text messages show up on the contact record.

  • 🌎 Install the smrtPhone Chrome Extension and test out dialing or answering calls from any browser tab. Also enables click-to-call or text.

  • πŸ“± Install the smrtPhone Mobile App and test the trial features on your mobile phone.

InvestorFuse, REISift, Forefront, Realeflow and Tape CRM Users can only log in with smrtPhone Credentials at this point.

πŸ’‘ Chrome Extension Overview β‡’

Did this answer your question?