The vast majority of customization within smrtPhone is independent of your CRM platform. However, as every CRM is unique, some settings will depend on which service you use and how our integration with that platform is designed.
Even though our general articles mention CRM-specific settings, a few features differ across platforms. Information specific to your platform can be found here for smrtPhone and smrtDialer.
Of course, if you don't have any CRM, you can try our smrtPhone system anyway, by creating a smrtPhone Standalone (no CRM) account.
CRM Platforms with smrtPhone Integrations:
🌐 Podio: Including many custom CRM configurations such as REIvolution, BeastMode, DealPro, DIY Wholesaling, Wholesale Hackers, Streamline REI, Easy Button REI, and many more.
☁️ Salesforce: Including custom CRM configurations: Left Main, Billions, and Streamline REI
⛰️ InvestorFuse: smrtPhone integrates with IF3
🥷 REISift: smrtPhone integrates with REISift
🟧 Forefront: smrtPhone integrates with Forefront CRM
⬆️ Realeflow: smrtPhone integrates with Realeflow CRM
📼 Tape: smrtPhone integrates with Tape CRM
ℹ️ Invelo: smrtPhone integrates with Invelo CRM
Welcome to our big family, and let us guide you through our documentation!
smrtPhone Documentation Specific to Your CRM
Podio:
Salesforce:
Connect smrtPhone to your CRM Cadences (Left Main specifics)
InvestorFuse:
REISift:
Forefront:
Realeflow:
Tape
Invelo
REI Software
smrtDialer Customization by CRM
Among our large collection of articles, you can also find help for customizing smrtDialer, specific to your CRM:
🌐 Podio power dialing ⇢
☁️ Salesforce power dialing ⇢
⛰️ InvestorFuse power dialing ⇢
🥷 REISift power dialing ⇢
🟧 Forefront power dialing - only for Excel-based Campaigns at this point ⇢
⬆️ Realeflow: power dialing - only for Excel-based Campaigns at this point ⇢
📼 Tape power dialing ⇢
ℹ️ Invelo - coming soon
🏘️ REI Software: power dialing - only for Excel-based Campaigns at this point ⇢
General smrtDialer Power Dialer information can be found in this collection of articles: smrtDialer - your Power Dialer ⇢
Access Our Collections to Find More:
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/: