Business Phone System FAQ

smrtPhone is an Agentic Conversation Platform. It’s where your people and AI agents run every conversation properly – with full context and memory – and where every call and text flows straight into your CRM. Instead of stitching together separate calling, texting and dialing tools, you get one platform where you can hire trained smrtAgents that work alongside your team to handle follow-up, qualify leads, and keep conversations moving day and night.

smrtPhone brings your whole conversation workflow into one place:

• Live calling and texting for your team
• Trained AI agents (smrtAgents) you can hire to run conversations on your behalf
• smrtDialer for high-volume outbound
• Deep CRM empowerment, so every conversation is captured with context

A free mobile app and Chrome extension keep your people connected wherever they work.

Of course! It’s the best way to see how people and AI agents run conversations together on smrtPhone. We have pre-recorded video demos that cover the basics, plus 30-minute virtual sessions with our team where you can get your questions answered.

Yes. smrtDialer is our high-volume outbound dialer – call between 1–4 lines at once, pull leads from your CRM or a spreadsheet, and have every call and note captured automatically with full context. It works in lockstep with the rest of the platform and your AI agents. Read more about it here!

Yes! You can run calls and texts from any of your smrtPhone numbers on the go. Our Mobile App is free to download for Android and iOS, so your conversations follow you wherever you work.

Yes! smrtPhone works as a standalone platform if you don’t have or want a CRM. That said, our deep CRM empowerment is what sets us apart – connecting your CRM gives your people and AI agents the full context, memory and follow-up that make conversations land. We recommend a CRM, but we work without one.

smrtPhone works with major CRM platforms including Salesforce and Podio, alongside many other partners. We also support dozens of custom CRM setups built on these platforms, and we add new connections on a regular basis – we welcome your suggestions for the next one!

Every CRM is slightly different, but the first step is always to start a free smrtPhone Trial. During sign-up you choose the CRM you use, and we’ll give you step-by-step instructions for connecting the two.

Yes! If you start with one CRM and later move to another of our partners, you can easily unplug and reconnect smrtPhone to your new account. Reach out to Support and we’ll help you make the switch!

It’s quick! Head here to start a free trial, or read our documentation for an overview of the steps. You’ll be running conversations in minutes.

Absolutely. We have documentation how-tos, live chat, and live onboarding sessions. Whatever your learning style, our team is here to help.

Yes! For 14 days you won’t pay a subscription fee until you activate your account. You’re responsible for any calls and texts you make during your trial, and a few limits apply to trial accounts. Learn how to get the most out of your free trial.

You can be up and running in minutes! The first steps are to verify your identity, get a phone number, and set up your first Call Flow so conversations route the way you want.

You have total control over how incoming calls and texts are handled. Call Flows route every inbound conversation, and they’re simple to build in our drag-and-drop Flow Builder. You can even hand a conversation to a trained AI agent to answer, qualify and follow up. Learn more here!

Yes. It’s easy to create, save and reuse SMS Templates in smrtPhone, with customizable fields that auto-fill personalized details. Don’t waste time re-typing messages, or even copying and pasting – just faster, more consistent conversations.

Yes, you can record inbound and outbound calls and keep those recordings for later reference. Call recordings help with quality assurance, training, conversation analysis, compliance and data integrity.

Yes! A range of free reports give you valuable insight into the conversations your team and AI agents are already having. The data across smrtPhone and smrtDialer highlights what’s working, surfaces weak spots, points to better training opportunities, and reveals the key drivers of performance. Learn more about the reports smrtPhone currently offers here.

No, and we don’t intend to – it’s illegal. smrtPhone is committed to a platform that helps keep you secure and compliant.

smrtPhone pricing is a subscription + usage, pay-as-you-go model, so you only pay for what you use. Our smrtPhone Pro subscription includes unlimited users, which means one monthly subscription at the account level, no matter how big your team. Learn more here.

smrtPhone is purchased at the account level. smrtPhone Starter includes 1 user, smrtPhone Standard includes 10 users, and smrtPhone Pro allows for unlimited users. We intentionally don’t charge per user like most of our competitors, because we recognize that teams have all kinds of people – some part-time, some who only need limited access.

We don’t offer an unlimited plan because we think it’s important for you to know exactly what you’re spending to run and service your conversations. Most providers that offer unlimited plans are either banking on unused usage or hoping you don’t read the fine print and charging exorbitant fees. With smrtPhone, you never get a surprise bill.

Usage comes out of a shared credit balance for your entire company. You pay a subscription fee to give all of your users access to the platform, and usage covers things like call minutes, outbound text messages, call recording and storage, compliance fees, and taxes.

No. Your people can run calls and texts in smrtPhone without being in your CRM, which can cut costs on the CRM end and keep sensitive information limited to the users with the right credentials. Every conversation those users have is still synced to your CRM, so you keep a clear and complete view of your customer relationships. It’s a real win-win!

Our chat is staffed with real, live people every weekday from 9AM–9PM ET. Our response time is under two minutes, and if you leave a message outside of working hours we’ll get back to you lightning fast on the next working day.

A lot! We have an extensive help center collection of over 300 how-to guides and videos. We have a User Group where you can crowdsource answers to your questions. Every month we host a live Q&A for users to get on-the-spot training and share ideas. We announce all new features in-app and in our monthly newsletter round up.

Yes! We have a section of FAQs inside our Help Center.