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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. We also put $7 into your account to buy your first phone number and have some extra credit left over to make some phone calls and texts (only in the US). Once that free credit is gone, you will need to pay for usage to continue, 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

  • πŸ” Log into smrtPhone: Go to your smrtPhone Web App. As an option, you can log in using CRM credentials.

  • πŸ”’ Secure a phone number: We give you a credit to make this happen for free1

  • πŸ“ž Make your first domestic call: See how calls logs 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”€ Create an inbound communication flow: Determine what happens when a call or text comes in on your new number.

  • 🀸🏽 Play around and have fun! After you purchase a number you will have approximately 100 minutes of credit on your account and can top-up at any time.

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

πŸ’‘ Chrome Extension Overview β‡’

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