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What are my smrtDialer Capabilities?
What are my smrtDialer Capabilities?

Where to go to find smrtDialer guides based on your specific CRM

Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a week ago

Here is a simplified map of all things smrtDialer, from customizing to using it.

Basic Knowledge about smrtDialer


smrtDialer Setup by CRM


smrtDialer Customization - Required for all CRMs


Types of smrtDialer Campaigns

There are two types of smrtDialer Campaigns.

Depending on your integration, you can either create a smrtDialer Campaign based on an Excel upload, a CRM-based one, or both.

Podio

Salesforce

InvestorFuse

REISIft

Forefront

No

No


Where to see smrtDialer Leads in your CRM

Where your leads live after you successfully run a smrtDialer Campaign (Excel or CRM-based) depends on your integration.

Podio

Salesforce

InvestorFuse

REISIft

Forefront

Organization, Workspace, and App you configured

Opportunities, Leads, Contacts, or Accounts

Opportunities

Records

Contacts


Other Features from smrtDialer

Feature / Option

Podio

Salesforce

InvestorFuse

REISIft

Forefront

Resync

Yes

Yes

Yes

No

No

Push to CRM

Yes

Yes

Yes

No

Yes

Change status

Yes

Yes

Yes

No.

Yes

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