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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 InvoicifyAI?

InvoicifyAI merges invoicing capabilities with an efficient CRM system, incorporating AI-driven voice agents to aid small businesses in overseeing leads, estimates, and overdue payments. With this platform, users can generate estimates, easily transform them into invoices, facilitate payments via shareable links, and track expenses through receipt capture and OCR technology. Furthermore, the Invoice Reminder/Collections agent is designed to proactively contact customers, document the results of these interactions, and delineate follow-up actions such as scheduling callbacks, noting promised payment dates, or flagging requests for no further contact. Beyond these features, InvoicifyAI provides tools for managing pipelines, including tracking leads and opportunities, maintaining activity timelines, and offering detailed reports like profit and loss statements, alongside a Document Hub for efficient document management and communication with clients. This platform is meticulously crafted for service-based companies that seek to minimize the frequency of repetitive follow-ups while gaining greater insight into their cash flow and overall financial status. By adopting this comprehensive solution, users can concentrate more on delivering exceptional services, significantly reducing the burden of administrative duties. Ultimately, InvoicifyAI serves to enhance operational efficiency and drive growth for small enterprises.

Media

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Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$24/month/user
Free Version
Free Trial Offered?

Pricing Information

$14.99/month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

smrtPhone

Date Founded

2007

Company Location

United States

Company Website

www.smrtphone.io

Company Facts

Organization Name

InvoicifyAI

Date Founded

2025

Company Location

Canada

Company Website

www.invoicifyai.com

Categories and Features

Business Phone Systems

Call Logging
Call Monitoring
Call Recording
Call Routing
Employee Directory
IVR / Voice Recognition
Mobile Access
Virtual Call Center
Web Conferencing

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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