This is a guide to get smrtPhone working within your REI Software CRM. The links below bring you to the appropriate article, where you can find step-by-step instructions.
If you are unsure if this is the right guide for you, check the list of CRMs here. If your CRM follows REI Software instructions, this is the written guide for you.
The REI Software - smrtPhone Integration
Connect smrtPhone to your REI Software 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.)
The REI Software—smrtPhone—currently includes a web App, Chrome Extension, and Mobile App. smrtDialer, our integrated power dialer, is available as an add-on to smrtPhone. The current version includes spreadsheet upload for contact lists. Pulling contact lists from your CRM is 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 accommodated the next business day.
You can also get more information from our Client Success Team which can offer you an orientation tour within the system.
Billing
Please keep in mind that your usage (including call minutes, text messages, and call recordings) is your responsibility and requires a maintenance of a credit balance (auto top-up) in your account, even if you do not pay for the subscription during the trial period.
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 ⇢
Useful Information
These articles will help you set up, activate, and customize your smrtPhone in your REI Software CRM, including some useful links for you:
📃 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. For REI Software CRM users, you 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.
Some smrty things you may want to check:
