Here is a simplified map of all things smrtDialer, from customizing to using it.
Basic Knowledge about smrtDialer
Information |
Documentation Access Link |
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smrtDialer - your Power Dialer |
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Basics |
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Campaign Customization |
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How to Best Use Your Power Dialer |
From accessing campaign to dialing one and other useful guides |
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Podio Users |
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Salesforce Users |
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InvestorFuse Users |
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REISift Users |
Best Practices Guides for Setting Up smrtDialer with REISift |
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Forefront Users |
Best Practices Guides for Setting Up SmartDialer with Forefront |
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Realeflow Users |
Best Practices Guides for Setting Up smrtDialer with Realeflow |
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Tape Users |
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Carrot Users |
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GoHighLevel Users |
Best Practices Guides for Setting Up smrtDialer with GoHighLevel |
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Invelo Users |
Best Practices Guides for Setting Up smrtDialer with Invelo |
Read the smrtDialer beginner's guide ⇢
smrtDialer Setup by CRM
CRM |
Article Access Link |
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Podio |
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Salesforce |
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InvestorFuse |
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REISift |
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Forefront |
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Realeflow |
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Tape |
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Carrot |
smrtDialer Customization - Required for all CRMs
Requirement |
Information Access Link |
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Campaign Creation |
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Call Monitoring |
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Seats |
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Permissions |
See an overview of the smrtDialer Setup process ⇢
Types of smrtDialer Campaigns
There are two types of smrtDialer Campaigns.
Depending on your integration, you can either create a smrtDialer Campaign based on an Excel upload, a CRM-based one, or both.
CRM |
Type of Campaign - Excel |
Type of Campaign - CRM |
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Podio |
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Salesforce |
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InvestorFuse |
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REISift |
No |
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Forefront |
No |
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Realeflow |
No |
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Tape |
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REI Software |
No |
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Carrot |
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GHL |
No |
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Invelo |
No |
Find more general information about CRM-based Campaigns ⇢
Where to see smrtDialer Leads in your CRM
Where your leads live after you successfully run a smrtDialer Campaign (Excel or CRM-based) depends on your integration.
CRM |
Leads in the CRM |
Useful Link |
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Podio |
Organization, Workspace, and App you configured |
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Salesforce |
Opportunities, Leads, Contacts, or Accounts |
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InvestorFuse |
Opportunities |
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REISift |
Records |
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Forefront |
Contacts |
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Realeflow |
Contacts |
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Tape |
Organization, Workspace, and App you configured |
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REI Software |
Contacts |
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Carrot |
Opportunities |
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GoHighLevel |
Contacts |
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Invelo |
Contacts |
Other Features from smrtDialer
Option to / CRM |
Resync |
Push to CRM |
Change Status |
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Podio |
Yes |
Yes |
Yes (smrtDialer >Setup |
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Salesforce |
Yes |
Yes |
Yes (smrtDialer > Setup) |
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InvestorFuse |
Yes |
Yes |
Yes (smrtDialer > Setup) |
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REISift |
No |
No |
No (Use default) |
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Forefront |
No |
Yes |
Yes (smrtDialer > Setup) |
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Realeflow |
No |
Yes (automatically for each answered call - no button) |
Yes (smrtDialer > Setup) |
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Tape |
Yes |
Yes |
Yes (smrtDialer > Setup) |
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REI Software |
No |
Yes (automatically for each answered call - no button) |
Yes (smrtDialer > Setup) |
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Carrot |
Yes |
Yes |
Yes (smrtDialer > Setup) |
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GoHighLevel |
No |
Yes |
Yes (smrtDialer > Setup) |
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Invelo |
No |
Yes |
Yes (smrtDialer > Setup) |
