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CRM - Specific Documentation Overview
CRM - Specific Documentation Overview

Where to find documentation relating to your CRM integration with smrtPhone, whether you use Podio, Salesforce, InvestorFuse or another CRM

Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over 2 months ago

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:

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:


🤼 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/:

HAPPY PHONING!

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