The vast majority of customization within smrtPhone is independent of your CRM platform. However, as every CRM is unique, there will be some settings that depending on which service you use and how our integration with that platform is designed.
Even though you will find mentions of CRM-specific settings within our general articles, there are a few features that differ across platforms. Information specific to your platform can be found here for smrtPhone and smrtDialer.
CRM Platforms with smrtPhone Integrations:
🌐 Podio. Including many custom CRM configurations such as REIvolution, BeastMode, DealPro, DIY Wholesaling, Wholesale Hackers, Streamline my REI, Easy Button REI, and many more.
☁️ Salesforce. Including custom CRM configurations: Left Main, Billions, and Streamline my REI.
⛰️ InvestorFuse. smrtPhone integrates with IF3.
💡 REISift. smrtPhone integrates with REISift - beta
Welcome to our big family, and let us guide you throughout our documentation!
smrtPhone Documentation Specific to Your CRM
Podio:
Salesforce:
InvestorFuse:
REISift: Beta
smrtDialer Customization by CRM
Of course, among our large collection of articles. you can also find help for customizing smrtDialer, particularized for your CRM, with specific details:
🌐 Podio power dialing >>
☁️ Salesforce power dialing >>
⛰️ InvestorFuse power dialing >>
General smrtDialer Power Dialer information can be found in this collection of articles: smrtDialer - your Power Dialer >>
You can always read more about our documentation, by accessing our collections here:
KPI Reports >>
smrtLeads >>
FAQs >>
🤼 Last but not least, feel free to reach out to our Support Team through the live chat whenever you feel the need on https://www.smrtphone.io/ :
