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What is smrtPhone?

smrtPhone is a Conversational Platform specifically designed for sales teams leveraging CRM systems. It incorporates both team members and AI agents, ensuring that all interactions—including calls, texts, and follow-ups—are automatically logged into the relevant CRM records, which removes the hassle of manual data entry. The system includes smrtDialer, an advanced dialer capable of making simultaneous calls to up to four lines, allowing the representative to engage with the first respondent efficiently. Furthermore, smrtAgents, the platform's AI assistants, handle incoming calls, evaluate leads, and conduct follow-ups within a predetermined timeframe before handing over the conversation to a human representative who has all the necessary context. Additionally, it provides a host of features such as SMS/MMS automation, video conferencing, call recording, AI-generated summaries, sentiment analysis, interactive voice response (IVR), customizable calling workflows, local presence capabilities, number porting, voicemail transcription, and a robust mobile application. The platform integrates seamlessly with various CRM systems including Podio, Salesforce (including Left Main REI), InvestorFuse, Tape, GoHighLevel, Invelo, Realeflow, Carrot, and DataSift, which enhances its adaptability. With a focus on compliance, it meets regulations such as TCPA, CCPA, CPNI, and STIR/SHAKEN, ensuring users can operate within legal frameworks. Since its inception in 2017, smrtPhone has consistently adapted to better serve the evolving requirements of agile sales teams, making it a reliable choice in the market. The ongoing enhancements and updates reflect its commitment to staying ahead of industry trends and customer needs.

What is Callingly?

Callingly is an innovative cloud-based platform that employs artificial intelligence to facilitate calls and respond to potential leads, targeting B2C sales teams across industries such as real estate, mortgage, insurance, automotive, and home services. The intelligent voice agent adeptly makes calls to fresh leads, asks qualifying questions, manages incoming calls, and effortlessly transfers interested individuals to a representative while offering a summary of the conversation. Teams can customize follow-up call and text sequences, schedule callbacks, and direct leads based on either availability or specific criteria, all while being able to access recordings, transcripts, summaries, and activity logs within their integrated CRM systems. In addition to outbound communications, Callingly efficiently manages inbound calls and texts, automates SMS messaging, generates comprehensive call reports, and simplifies lead management processes. The platform also provides seamless integrations with a variety of CRMs, forms, and lead generation tools, along with connections through services like Zapier and Make, REST API access, webhooks, and an MCP server for compatible AI clients. Designed to accommodate unlimited users and leads, the service plan includes monthly usage credits along with charges that scale based on call and messaging usage. Overall, this extensive suite of features equips sales teams to enhance their outreach efforts, ensuring they can operate both effectively and efficiently. The intuitive design of Callingly makes it an essential tool for any sales organization aiming to maximize their engagement with leads and optimize their workflow.

Media

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Media

Integrations Supported

Integrations Supported

Follow Up Boss
GoHighLevel
HubSpot CRM
Lofty
Make
Model Context Protocol (MCP)
Pipedrive
Salesforce
Zapier
Zoho CRM

API Availability

API Availability

Has API

Pricing Information

$24/month/user
Free Trial Offered?

Pricing Information

$100/month
The Starter plan is $100 per month, with unlimited users and leads and included monthly usage credits. Calling, messaging, and phone-number charges may vary with usage and number selection. A 14-day free trial is offered without a credit card.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
Chromebook

Supported Platforms

SaaS
Android
iPhone
Windows
Mac

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub

Company Facts

Organization Name

smrtPhone

Date Founded

2007

Company Location

United States

Company Website

www.smrtphone.io

Company Facts

Organization Name

Callingly

Date Founded

2019

Company Location

United States

Company Website

callingly.com

Categories and Features

AI Voice Agents

Not specified

Categories and Features

AI Voice Agents

Not specified

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