Hello and welcome to the smrtPhone Documentation!

Getting Started with smrtPhone: A collection that explains the basics for new users of smrtPhone and smrtDialer

Starting your smrtPhone Trial: About how to setup a smrtPhone Trial and connect to your CRM, the limitations of a trial, and how to activate a full account

smrtPhone Cloud Phone System: Learn how to set up and use the smrtPhone account, customization, and use the voice/text capabilities of your smrtPhone system

Using the Mobile Apps: Find out how to use the iOS and Android Apps, basic troubleshooting, and user guides

Using the smrtPhone Chrome Extension: Learn how to set up and use the Extension to increase your productivity

KPI Reports: Find data and insights that improve your decision-making to make you more efficient

smrtDialer - your Power Dialer: A collection that shows you how to configure smrtDialer, manage key features, set up campaigns, and control your seat count

smrtLeads - BETA: Presents the smart way to ensure your lists of leads are clean, authentic, and ready to be called

Sales, Billing & Pricing: About how smrtPhone pricing works and get answers to frequent questions

FAQs: Answers to common questions

Troubleshooting: How to fix common errors

Security & Compliance: Including verification products such as STIR/SHAKEN and A2P 10DLC

smrtPhone - Your CRM customization: Where you can find specific customizing ways for your CRM

🌐 Podio Users: Podio - Features and customization - a collection dedicated to your CRM, with videos and step-by-step written instructions of how to prepare your Podio, connect your smrtPhone to your workspace, and sync contacts.

☁️ Salesforce Users: Salesforce - Features and customization. This collection of articles walks you through how to set up a smrtPhone account, install the smrtPhone CTI dialer within Salesforce, and invite your users to your account.

🏔️ InvestorFuse: InvestorFuse - Features and customization. This collection can guide throughout our system and how to configure it in order to fully benefit from its features.

🥷 REISift CRM: Customize your CRM with the help of this collection

🟧 Forefront CRM: Features and customization of your CRM integration

⬆️ Realeflow CRM: Features and customization for your smrtPhone account

📼 Tape CRM: Features and customization (Beta)

✅ How to get the most out of your Trial: Our tips on how you should use your trial to get the best sense of how smrtPhone works. This applies to both Salesforce and Podio Users.

⛔️ Understanding the Limitations of the Free Trial: The smrtPhone trial is designed to give you a hands-on taste test - insight you can't get from just watching videos. We have some limitations in terms of the length of calls and how many domestic calls and texts you can make in one day during the free subscription timeframe.

💙 How to Activate your Subscription: Unlock all of the features of smrtPhone by ending the trial and starting your first month of paid subscription.

🛅 Log in to the Web App or Mobile App: Once you created your account, you can access it to customize your settings.

🛠 A simple setup of smrtPhone: If you followed all of the prompts upon initial signup, you have likely already completed all of these steps. This article & video shows you around two crucial foundational elements of preparing your smrtPhone: Getting a phone number and configuring your number to receive incoming calls.

🔐 Introduction to the Admin Dashboard: In the left navigation there is an icon of three slider bars (≡) where you will have access to all of your Admin tools. This video and the written catalog give an overview of what each subsection of the admin dashboard controls.

☎️ How to Get and Manage Phone Numbers: smrtPhone is a phone system, right? And, what do we need to use a phone system? Phone numbers! This guide will kick off everything you need to know about buying and managing your phone number portfolio.

🚻 How to Add Users: Learn how to bring your team into smrtPhone, whether they are full-time, part-time, consultants, or VAs. With smrtPhone Standard, you have 10 users included and can add more if needed. With smrtPhone Pro, you have unlimited users.

👨‍👩‍👧‍👧 How to Create Teams of Users: Teams is an amazing tool to assemble users in a way that streamlines operations and improves response rates. Typically, we see teams created around functional expertise or departments. Don't forget to set up a voicemail inbox for each team you create!

📞 Creating Incoming Call Flows: to determine where calls ring - Because smrtPhone is a cloud-based phone system, you have complete control over where calls to each phone number ring. They can ring a user or a team, you can reroute them if no one answers, and you can present an initial greeting or a full phone menu. You can even send them straight to voicemail - it's up to you! But, you have to tell the system how to handle them - and that's what Call Flows do. You can have many phone numbers follow the same Call Flow routing or set each one up individually.

🚨 If you do not set a Call Flow up, callers will not be able to reach you. 🚨

💬 How to Send and Receive Text Messages: Similar to Call Flows, if you don't set up an SMS text flow, you will not receive any messages sent to your numbers. You can also do some quick setups to be able to send text messages directly within your CRM.

⚙️ Account Settings Overview: Learn how to adjust the global settings for your account, such as time zone and call recordings.

🗺 Overview of the Web App navigation: How to find your way around the smrtPhone application in your browser window.

📥 How to Set up Voicemail: You will need to set up your voicemail outgoing greeting. Learn how to activate stock greetings or create personalized recordings.

🚀 Dial up your efficiency with the Chrome Extension: with the smrtPhone Chrome Extension, from any browser tab, you can: dial and answer calls, send texts, and gain quick access to your inbox.

📱Mobile App Overview: Take smrtPhone on the road with our full-featured Mobile App for iOS and Android. Learn about the features and where to download the app. Some users will need to create smrtPhone credentials to be able to log in to the Mobile App.

Learn how to create them here ⇢

🌐 Podio Users - How to Enable One-Click Calling and Texting from Podio: You must install the smrtPhone Chrome Extension to support click-to-call from Podio. There are other great productivity benefits to the extension. Read about them in this article and get a link to download the extension.

☁️ Salesforce Users- How to Enable Answering Calls from Any Tab (not just within Salesforce). Downloading the Chrome Extension allows you to get notification banners for incoming calls, no matter what tab is open. And you can use the Chrome dialer to place calls or send texts from your browser window.

🏔️ InvestorFuse Users - Activate the Chrome Extension to enable Click-to-Call in InvestorFuse. Download, pin, and log in to our Google Chrome Extension in order to call from any tab and enjoy its benefits.

🟧 Forefront Users - Our Chrome Extension brings some useful features. You can enable it from within your CRM.

🥷 REISift Users - Free your calls from just one browser tab by using the Chrome Extension

⬆️ Realeflow Users - Level up your productivity. Learn how to use the Chrome Extension

📣 How to Make a Call or Send a Text: there are three ways to place outbound communications.

👂How to Answer an Incoming Call

👀 How to Read your Texts and Check your Voicemail: Individuals and Teams

🔕 How to Set Yourself Offline: The three dialers operate separately, to give you more control over where and when you can be reached. You can set yourself offline on any or all of the dialers, depending on your needs. (Salesforce users: don't forget you have a 4th dialer inside your Salesforce CRM.)

🔄 How to Change your Caller ID: This video shows you how to change the phone number with which you are doing outbound calling/texting.