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Roadmap

Highlights of what we’re cooking

Actively being built

Connectivity and Spam Labeling

This implements the Connectivity and Spam Labeling – a multi-phase initiative to make sure smrtPhone clients' numbers are trusted and correctly identified on the receiving end, covering caller identity (CNAM, Branded Caller ID), voice integrity, and number reputation / spam status.

Integrate smrtDialer CRM Import for GHL

The smrtDialer CRM Import for GHL integration connects smrtPhone's smrtDialer with GoHighLevel (GHL) so users can import Opportunities and Contacts directly from their GHL CRM into smrtDialer, without manual exporting/importing between the two platforms.

Branded Caller ID

Branded Caller ID (BCID) is a feature that allows you to display your name, company name, and optionally a logo and call reason on the recipient's phone screen when making outbound calls. This is a premium add-on that enhances answer rates, eliminates "Spam Likely" flags, and builds trust with call recipients.

Inbox Improvements - Unified Communication Hub

Vision Create an inbox methodology that combines calls, voicemails, and SMS into a single, intelligent conversation view with AI-powered context.

Outbound AI Capabilities

Reimagine the smrtAgents outbound platform as a full workforce orchestration system where humans and AI agents collaborate as peers. It introduces a dynamic compliance and risk engine (replacing static automation), a pass infrastructure for seamless work movement between humans and agents, an expanded follow-up system driven by API/CRM/agent triggers, role-based agent configuration, and inbox UX enhancements

Unified Contacts Solution

Unified Contacts makes the existing Contacts app the one home for every contact — an additive build on the existing app which already handles multiple phone numbers, not a rebuild. Everything funnels into Contacts first; Contacts is the single identity store with no parallel DB, and every contact records the source it came from (CRM, Excel upload, webhook/manual, calls and texts).
Planned for the next release or two

Pete REI Integration

Pete REI (https://peterei.com/) is a CRM used by real estate investors to manage their leads and deals.

CPNI Compliance — Identity Verification Code for Sensitive Information Requests

CPNI (Customer Proprietary Network Information) is a US federal rule (47 U.S.C. § 222), enforced by the FCC, that requires phone and telecom companies to protect their customers' private data — things like who they called, their billing info, and how they use the service.

Text Message Forwarding

Users want the ability to forward messages the way it works on WhatsApp. Today there is no forwarding capability in smrtPhone, so a user who wants to pass along the content of an existing message/communication has no built-in way to do it.
Coming in the next 6 months or so

WhatsApp Business Integration

Integrate WhatsApp Business as a first-class messaging channel within smrtphone via the WhatsApp Business Platform (Cloud API). Agents would send and receive WhatsApp messages, use approved message templates, and manage WhatsApp conversations alongside calls and SMS in a single unified inbox.

Scheduled Text Message

There is currently no way to schedule when text messages go out from within smrtPhone.

Texting Multiple Recipients in a Group Text

A feature that enables users to send a single text message simultaneously to multiple recipients by creating a group text conversation.

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TCPA CCPA CPNI STIR/SHAKEN