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Agentic Conversation Platform

Your CRM
is where work finishes or fails.

We don't just log conversations. We carry them forward.

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The real problem.

Most CRMs are graveyards for conversations.

Data goes in. Nothing comes out. Your team logs calls manually, notes things when they remember, and follows up too late or not at all. The CRM becomes a record of what happened – not a place where work actually moves.

That’s not a CRM problem. That’s a continuity problem.

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What we do differently.

We turn your CRM
into the place where
conversations turn into action.

When smrtPhone handles a conversation – whether it’s a person or a smrtAgent – everything lands in your CRM automatically. Context intact. Next step clear.

Your team picks up where the conversation left off. Not from scratch. Not from a note that says “called, no answer.”

How it works.

Three things that make the difference.

01

Every conversation logged automatically.

No manual entry. No missed notes. Every call, text, and follow-up is captured and attached to the right contact — without anyone lifting a finger.

app.yourcrm.com / contacts / 14872 / activity
Activity log
Sarah Chen
Auto-logged
7:43 PMCallInbound · 4:48
7:48 PMText"Sending the comps now"
8:30 PMVoicemail0:38 · transcribed
9:02 AMCallOutbound · 8:12
9:24 AMNoteWalkthrough booked · Thu 4 PM
✓5 events logged · 0 typed by hand
02

Context carried forward.

Whoever picks up next knows exactly what happened. What was said, what was promised, what needs to happen. The handoff is clean.

Handoff · 9:02 AM
Context carried forward
RMRiley MJMarcus Brief attached
✓SaidWants to sell by Jan 31
✓PromisedSend comps tonight
✓NextConfirm walkthrough
Marcus picks up where Riley left off — no re-introductions
03

Actions triggered, not just recorded.

Follow-ups, tasks, and deal updates happen from the conversation — not after someone reviews their notes three days later.

Triggered from the call
The moment it ended — not 3 days later
Follow-up task created→ Marcus · due tomorrow 9 AM AUTO
Deal stage → QualifiedPipeline moved on the spot AUTO
Reminder SMS scheduledThu 8 AM · before the walkthrough AUTO
No notes to review. The work already moved.
Works with your CRM.

Deep integrations,
not surface-level sync.

 

We don’t connect to your CRM. We work inside it. Every integration is built to carry context forward – not just push data in.

Case Study

We’ve gone through Google Voice, FreedomVoice, CallRail. When we switched to this VoIP Phone Service and saw how it integrates seamlessly with our CRM, we knew we had to make the switch. With smrtPhone, it was a seamless process and we started seeing the benefits right away.

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Larry Goins

Expert Investor & Coach

Read Larry’s Story
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Reviews

What our customers say.

Across every platform, consistently.

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4.7/5
Read the reviews
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4.7/5
Read the reviews
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4.7/5
Read the reviews
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4.6/5
Read the reviews
FAQ

Common questions about CRM integration

What it means in practice for your CRM to hold the conversation.

Podio, Salesforce (including Left Main REI, Billions and Streamline REI), InvestorFuse, Tape, GoHighLevel, Invelo, Realeflow, Carrot and DataSift.

Calls, texts, voicemails, recordings and notes, attached to the contact record as they happen, so whoever picks the conversation up next has the history.

No. That is the point of the integration. Call notes entered in the Chrome extension sync to the CRM automatically.

Yes. The mobile app gives your team their CRM contacts and the same calling and texting tools they have at a desk.

Ready to connect your CRM?

When conversations break, work breaks. Let’s fix that.

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