smrtPhone

Where to find documentation relating to your CRM integration with smrtPhone, whether you use Podio, Salesforce, InvestorFuse or another CRM.

CRM-specific Documentation Overview

Jordan Samuel Fleming

Ellen Sluder

Tudor Balescu

Here you will find unique settings and features customizable for your CRM 

smrtPhone - Your CRM customization

smrtPhone connects to only one Contacts App in Podio, but you can still push call data throughout your Podio system.

Podio Users: How to Link smrtPhone to Multiple Workspaces and Apps

The minimum requirements for your Podio Account to connect it with smrtPhone

Podio Users: Setting up your CRM to integrate with smrtPhone

How to update your smrtPhone-Podio integration settings

Podio Users: Changing how smrtPhone is set up with your Podio System

How to add in new call dispositions to your smrtPhone Communications App

Podio Users: How to add in new call dispositions to your smrtPhone Communications App

Learn how to stop your smrtPhone Notifications in Podio directly from your smrtPhone account

Podio Users: How to stop receiving smrtPhone Notifications in Podio

How to enabling sending texts from inside Podio

Podio Users: Send automated texts from CRM using the SMS API and GlobiFlow (Podio Workflow Automation)

Podio Users: How to create custom Inbound/Outbound Statuses

How you can message individual leads directly from your Podio CRM, using the smrtPhone Chrome Extension

Podio Users: How to Call or Text from a Contact Record using the Chrome Extension

Where to adjust your smrtPhone integration settings as a Podio user

Podio Setup

Podio features & customization

Choose your initial preferences for how the integration with Salesforce will operate, with this optional setup step.

Salesforce Users: Setting up your CRM to integrate with smrtPhone

You must install the smrtPhone CTI Adapter onto your account and then activate each individual user.

How to Install smrtPhone into a Salesforce Account

To add users to your account, you must first activate them within Salesforce and then add them in your smrtPhone Account.

Activate smrtPhone for Each Salesforce User

Learn how to use smrtPhone to power your drip sequences within Salesforce

Salesforce Users: Connect smrtPhone to your CRM Cadences

Solutions to common questions about smrtPhone within your CRM on Salesforce

Salesforce Users: Troubleshooting smrtPhone

Locating the smrtPhone dialer within Salesforce

Salesforce Users: Where to Find smrtPhone within Salesforce

How to place a call, answer a call, and adjust your call settings

Salesforce Users: How to use smrtPhone in Salesforce for voice calls

Salesforce Users: How to send an Outbound text message with smrtPhone in Salesforce

You can read inbound text messages within Salesforce or within any part of the smrtPhone platform (Web App, Chrome Extension, Mobile App)

Salesforce Users: Reading Incoming text messages using smrtPhone within Salesforce

How to create a Tasks tab that shows conversation activity grouped together

Salesforce Users: How to display text messages in a visual format

The smrtPhone Chrome Extension is a powerful addition to the dialer within the Salesforce platform.

Activate the Chrome Extension to answer calls from any tab (not just within Salesforce)

Add personalized statuses to phone calls with custom buttons in your smrtPhone dialers.

Create custom call dispositions in smrtPhone - Salesforce & InvestorFuse Users

Customize and manage your Salesforce-smrtPhone integration

Salesforce Setup

Georgiana Mirita

Salesforce features & customization

Setup Instructions for both those who have used smrtPhone before and new Users

Setting up a smrtPhone Account for use in InvestorFuse

How to customize your smrtPhone Chrome Extension to fit your business needs

Activate the Chrome Extension to enable Click-to-Call in InvestorFuse

How to configure your InvestorFuse IF3 integration with smrtPhone

InvestorFuse Setup

InvestorFuse features & customization

Free your calls from just one browser tab by using the Chrome Extension

Activate the Chrome Extension to enable Click-to-Call in REISift CRM

How to locate the REISift API Token for smrtPhone

Where to find your API Token to integrate REISift CRM with smrtPhone

REISift features & customization 

smrtPhone Pricing

smrtDialer Pricing

Refund Policy

Cancellation Policy

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