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

If you need help, coming to the documentation is the best place to start. We have over 300 articles, how-to guides, and explainer videos to help you get your account humming.

If you would like a personalized walk-through of how smrtPhone works inside of Tape, please sign up for an orientation meeting with Client Success.

If you run into issues or need assistance while creating an account or customizing it, or have any smrtPhone-related questions, please contact smrtPhone using the Chat option on the Documentation portal, smrtPhone Website, Web App, and mobile app (under Settings). Live chat is accessible on weekdays from 9 a.m. to 9 p.m. ET. After-hours communications are returned the next business day.

If you are on trial for 14 days, you are not paying for subscriptions. Nevertheless, you might want to learn how the smrtPhone pricing works.

Learn more about trial limitations ⇢

While the subscription gives you access to the platform, you must maintain a credit balance for transactional usage, which will be your responsibility (call minutes, text messages, call recording, etc.)

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

You can find more about billing and pricing in this collection ⇢

These articles will help you set up, activate, and personalize your smrtPhone in your Tape CRM, and they include some helpful links:

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

✅ How to log into smrtPhone shows you the small steps to get on the smrtPhone platform. Tape CRM users must use smrtPhone Credentials.

🔢 smrtPhone Credentials are sent by email. If you don't see them, check your junk folder. The smrtPhone credentials are the email and the password you set when creating the account.