🎯 REI Automated Integration

Introduction to smrtPhone for REI Automated CRM

This guide outlines how to get smrtPhone up and running within your REI Automated CRM. For detailed instructions, select the relevant links below.

How to Connect smrtPhone to REI Automated

Go to https://www.smrtphone.io/start-trial/ and complete the form.
Follow the instructions in How to Start a Trial ⇢
Complete all required information.
Enter both API keys as requested. Where to Find the API Tokens ⇢

Once your account is connected, complete all required compliance steps so your account can be activated after the free trial.

Help from smrtPhone

The best place to start is the smrtPhone Documentation portal. It includes more than 300 articles, step-by-step guides to help you set up and use your account.

You can also schedule an orientation appointment with Client Success for a personalized overview of how smrtPhone works within REI Automated.

🫳 Schedule Meeting

For questions or assistance with setting up, customizing, or using smrtPhone, use the Chat option available through:

Live chat is available on weekdays from 9:00 A.M. to 9:00 P.M. ET. Messages sent outside these hours will be answered on the next working day.

Billing Your Usage and Subscription

Whether you are currently on a free trial or have activated your subscription, it is important to understand how smrtPhone pricing works, particularly because subscription charges are processed automatically.

Your subscription provides access to the smrtPhone platform. You must also maintain a sufficient credit balance to cover transactional usage, including:

Call minutes
Text messages
Call recordings
Other usage-based services

Managing this credit balance is your responsibility.

Both the subscription and the credit balance are managed at the company-account level, meaning all team members use the same shared balance.

You can learn more about billing and pricing in this collection ⇢

Additional Resources to Support Your Integration

The following resources will help you configure, activate, and customize smrtPhone within your REI Automated CRM:

📃 smrtPhone Training for Beginners
A helpful starting point for customizing your account. It includes step-by-step instructions for smrtPhone products and features.

✅ How to Log In to smrtPhone
Explains the steps required to access the smrtPhone platform. REI Automated users must sign in using their smrtPhone credentials.

🔢 smrtPhone Credentials
Your credentials are sent to you by email. If you do not see the message, check your spam or junk folder. Use the password you created when setting up your account.

🧠 Additional smrty resources that may come in handy: