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smrtPhone: Agentic Conversation Platform for Salesforce

Platform syncing Salesforce with calls, texts, video and AI voice agents

Overview

The Agentic Conversation Platform for Salesforce. Bring calling, texting, voicemail, power dialing, and AI-powered follow-up into one place. Keep context across every conversation and automatically log activity to Salesforce.

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  • ALL YOU NEED, ALL IN ONE PLATFORM Stop pushing data between multiple systems and eliminate data leakage. Your single source: CTI dialer, voice, SMS / MMS, Power Dialer, Video, AI Voice/Text agents, Mobile App, call monitoring & recording, and more!

  • GET INSTANT HELP Friendly, responsive, and *live* Support. No sending emails into a black hole. Our team has a 96% satisfaction rating. Plus, 300+ how-to guides, explainer videos, and FAQs are easy to search. Get the answers you need, now.

  • TRY OUR FREE TRIAL Clients love our simple pay-as-you-go model with easy tracking. Single company-level subscription and shared usage gives staffing flexibility and means you only pay for what you use. No contract required - start your free trial today!

  • POWER DIALER FOR MULTI-LINE DIALING Our multi-line power dialer is designed to supercharge your outbound calling. Pull lists directly from Salesforce or via spreadsheet upload. Auto-synced to Salesforce with flexible, swappable seats and free metrics.

  • TEAM MANAGEMENT CAPABILITIES smrtPhone Pro is for growing businesses looking to build out their teams, easily. Group inboxes, call monitoring, unlimited users, area code matching and more. Call and SMS Flows allow for inbound routing to the right team.

  • GROUND-BREAKING AI VOICE/TEXT AGENTS You can hire pre-trained, fully capable agents or work with our team to customize agents to your specific business process. Our agents have ground-breaking memory and conversational skills.

  • FREE KPI REPORTS smrtPhone’s robust reporting offers a range of performance metrics including by agent, phone number, power dialing campaign, time ranges, & more. Call data goes straight into your Salesforce Org, filling out your deal cycle with metrics.

  • FLEXIBLE IVR AND CALL ROUTING Save time and provide superior customer service with customized, automated menus for incoming calls and texts. Route communication to users or teams, use APIs for for complex cadences, and create time-based automations.

  • FREE AND ADVANCED VIDEO CALLING smrtPhone offers free 1:1 video calling up to 30 minutes for every user, and Pro Users get video conference calling up to 4 hours included in the Pro subscription. Video Call Recordings, Whiteboards, Q&A settings and more.

smrtPhone is an Agentic Conversation Platform. We exist because conversations are where work happens - and most businesses have no system for carrying them forward. Maximize efficiency and skyrocket productivity with our full-featured platform including CTI dialer, integrated AI tools and ground-breaking AI Voice/Text agents, dedicated Mobile App, browser dialer, Lead Source Management, SMS texting, and multi-line Power Dialer. Use within Salesforce or invite users (such as VAs) who never see your CRM data. EASY TO SET UP, FLEXIBLE TO LAST A LIFETIME smrtPhone is ‘out of the box’ and ready to go within minutes, no workarounds or complicated setup. Yet it also has layers and depth that allow you to customize the platform for your unique business as you grow. Instant purchasing of phone numbers, easy drag & drop call flows, with everything effortlessly synced in real time. FULL FEATURED AI Voice/Text Agents, Instant phone numbers, voice, text, video customized call/text routing, IVR, voice, SMS / MMS, advanced user management, call monitoring, call recording plus more! - all effortlessly synced with Salesforce.

Categories

Business Needs
Sales Productivity
Telephony
Agent Productivity
Industries
Horizontal Product
Engineering, Construction, & Real Estate
Professional Services
Personas
Business User
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package