You can initiate an outbound phone call or text without having to open your smrtPhone or CRM tabs.
Simply click the smrtPhone Chrome Extension icon to drop down the dialer. It is fully synced with your CRM contacts, and you can enter a name or number and immediately call or compose a text message.
Send a Text Message
When you click on the blue button to send a text message, the dialer becomes an SMS message window. You can enter your message and send it directly from the Chrome Extension. You can also use the Template feature to send pre-noted messages.
Here, you also have the option to see your Inbox. Click the Inbox tab, and see not only your messages but also Voicemails and Team Inboxes.
Make a Phone Call
While you are on a call, you have all of your favorite smrtPhone call features available to you right in the Chrome Extension, including muting, transferring, call notes, keypad, and if you're a Pro user, conference calling, warm transfer, and hold options.
The call notes that you enter in the Chrome Extension will be automatically synced to your CRM system, as they are for all smrtPhone calls.
After any phone call, you can redial that specific lead or immediately send an SMS/ text message right from the call summary window.
Finalizing calls and all of your preset call statuses are available upon call completion.
All information about sent text messages and calls you made or received can be found in the Call Logs ⇢
