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.
The Tape - smrtPhone Integration is in Beta
As a Beta user, you get 2 free months of smrtPhone Pro - you will receive a coupon code for this from Tape.
Be sure to 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.).
We are eager to hear your feedback - please share it proactively and frequently inside the Tape community forum.
Currently included in the Tape - smrtPhone Beta is: Web App, Chrome Extension, and Mobile App. smrtDialer is not yet available, but will be coming soon!
Ask for Help
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, 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 starting at 9 a.m. to 9 p.m. ET. After-hours communications are returned the next business day.
Billing your Usage and Subscription
You are on a Beta version, which comes with a free monthly subscription. Nevertheless, you might want to learn how the smrtPhone pricing works.
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.
Additional Resources to Smooth your Integration
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 password you set when creating the account.
🧠 Also, here are smrty things that might come in handy:
