How to Start a smrtPhone Account for your CRM
Many of the CRMs that smrtPhone integrates with in the Real Estate Investing space follow the same instructions for account setup and activation. If you are unsure which instructions to follow, check the list of CRMs here. If your CRM follows REI Software instructions, this is the written guide for you.
If you would guided help, our Client Success team is happy to walk you through the initial setup and provide some initial training.
Also, as a new smrtPhone user, you might want to check the User Guide - Training for Beginners ⇢
1. Activate the Integration from Inside your CRM
Log in to your CRM
Click Open the Profile menu from the upper right
Under Settings, click on Integrations
From the smrtPhone Integration box, click on Connect Account
Complete the pop-up form including: First Name, Last Name, Company Name, Email, and Phone Number. This information will be used for the Account Owner in smrtPhone. It can be changed at a later date. Once it is completed, click Submit.
These steps will open smrtPhone in a new tab, and your smrtPhone account will be created with the contact information you included. The next steps are to configure your account so all of your data will sync properly.
Once you complete the pop-up form, an email with your smrtPhone login credentials will be sent to the email address you provided.
2. Set Up Your smrtPhone Billing
Once you complete the above steps inside of the CRM, you will need to complete the susbcription setup inside of smrtPhone.
Save your automatically generated password. After signing up inside your CRM, you'll receive an email with your account password. Check your junk folder if you don't see it in your inbox. Save this password - you'll need it later! You can change your password once setup is complete.
You should be dropped directly into the smrtPhone Setup, but if you're not or if you accidentally closed the smrtPhone tab, you can get to the start of the setup at https://phone.smrt.studio/login.Choose your plan - Remember, all plans are at the account (not user) level. smrtPhone Pro is our most popular plan, due to its team management and advanced features. You also need to select whether you'd like to be billed monthly or get a discounted price for an Annual plan. Monthly plans can be changed at any time, Annual plans can be set to change when the term is up.
Enter your credit card details. While you won't be charged for the subscription during your free Trial, you will be responsible for transactional usage such as phone numbers, outbound/inbound call minutes, inbound text messages, etc. We start you off with a balance that will enable you to get a number and test the system. More information about usage can be found here. This will also be the credit card charged when your free Trial ends, either by the trial period finishes or by manual activation.
Enter a Promo code (if you have one) to ensure any applicable discounts are applied. Promo codes are available only for Monthly Subscriptions.
Read the summary at the bottom of the page to ensure that you have selected the proper plan and payment cadence. If it's correct, click Submit.
If you have any trouble or questions during setup, please reach out on live chat on weekdays from 9am-9pm ET.
3. Set Up Your smrtPhone Account
Once you have completed the above steps, you will enter into the smrtPhone Dashboard, also known as the Web App. There are just a few more simple steps!
Verify your Identity using a government issued ID. We are required by federal and state telecom compliance laws to know the identify of our users, and we use identity verification to fulfill this requirement. This is a simple process completed through the Stripe verification portal. We do not retain this information within smrtPhone, and it is required to move ahead.
Download the Chrome Extension. Our Chrome Extension is what powers click-to-call inside of your CRM and allows you to receive incoming calls, place outgoing calls, and access your text and voicemail inboxes from any tab of your browser. You don't even have to be logged in to the CRM or smrtPhone! If you're logged in to the Chrome Extension, all calls will be automatically logged/synced back to the CRM.
Install the Mobile App. smrtPhone comes with a free, fully synced, full-featured Mobile App that allows you to take all of your CRM contacts and phone numbers on-the-go.
You must have at least one phone number in your smrtPhone phone number portfolio to be able to use the Chrome Extension and Mobile App.
4. Customize Your smrtPhone Account
Now it is time for you to set up your account in the way that makes the most sense for your business. Start in your Admin Panel and get going with the basics, including:
Invite Users and Set up Teams. In your CRM, all users are invited using their email addresses. You can organize them into teams for shared inboxes and many Inbound Flow options.
Learn more about User Management ⇢Purchase Phone Numbers. You can also port in existing phone numbers, but this takes a bit of time. If you choose to port in numbers, we recommend getting started with a few new/interim numbers so you are fully familiar with smrtPhone by the time your numbers are transferred.
Learn more about Phone Number Management ⇢Set up Inbound Flows. You get to decide exactly what happens to any inbound communication using our drag-and-drop editor. Each phone number can point to only one flow, but you can use the same flow for many phone numbers.
Top Up & Play Around! You can even set up Auto Top-up, so you don't have to think about it. You are all set to get started using the system and experiencing the power of deep integration with your CRM.
5. Activate Your Subscription
When you first sign up with smrtPhone, you will be automatically placed into a Trial status, which has limited functionality. You can activate at any time using the button at the top of the dashboard.
If you don't manually activate your subscription and don't cancel either, at the end of your trial period, you will begin to incur subscription charges. You can change your subscription level at any time - you can move to a Standard subscription and/or lock in to an annual plan for added savings.
