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Realeflow Users: Getting Started with smrtPhone

Your smrtPhone customization starts within your CRM.

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

This is an outline of the steps to get smrtPhone working within your Realeflow CRM. The links below bring you to the appropriate article, where you can find step-by-step instructions.

The Realeflow - smrtPhone Integration

  • Connect smrtPhone to your Realeflow account by going to Profile > Settings > Integrations inside the CRM. Full instructions can be found here.

  • Once you have a look around, activate your account to remove all Trial limitations

  • You are responsible for maintaining a credit balance for your transactional usage (calls, text messages, phone numbers, etc.)

Currently included in the Realeflow-smrtPhone is: Web App, Chrome Extension, and the Mobile App. Available as an add on is smrtDialer power dialer from spreadsheet upload. (Pulling lists from Realeflow into smrtDialer will be coming soon!)


Getting Help

If you need help, please reach out to smrtPhone using the Chat feature from the Documentation portal, smrtPhone Website, Web App, and mobile app (under Settings). Live chat is available weekdays from 9 a.m. to 9 p.m. ET. After-hours messages are returned the next business day.


Billing

We remind you that, even in the trial period when you don't pay for the subscription, your usage will be your responsibility (call minutes, text messages, call recording, etc.) and will require maintaining a credit balance on your account.

Both the subscription and the credit balance are at the company account level, meaning all team members draw from the same pool.

Learn how the smrtPhone pricing works β‡’


Useful Information

These articles will help you set up, activate, and customize your smrtPhone in your Realeflow CRM, including some useful links for you:

πŸ“ƒ smrtPhone Training for Beginners is the most useful tool for your customization. It includes step-by-step instructions for smrtPhone products and features.

βœ… How to log into smrtPhone shows you the small steps to get on the smrtPhone platform. For Realeflow CRM users, you must use smrtPhone Credentials.

πŸ”’ smrtPhone Credentials are sent by email. If you don't see them, check your junk folder. the password you set when creating the account.

Some smrty things you may want to check:

πŸ’‘FAQs Section β‡’

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