Smrtphone Integration

Smrtphone is a dialer built specifically for real estate investors. If you're running high-volume acquisition outreach (100+ cold calls a day) and you want a power dialer with ringless voicemail, local presence, and call recording, Smrtphone is a legitimate choice. Deal Run does not replace Smrtphone — it feeds it. Use Deal Run to find and skip-trace investors on a specific deal, then push the list into Smrtphone for dialing.

Who this is for

Smrtphone is overkill for most Deal Run users. You want it if:

• You're dialing more than 100 investor numbers per deal and the click-to-call workflow is too slow
• You want local-presence dialing (caller ID matches the recipient's area code) for better answer rates
• You want ringless voicemail drops as a follow-up channel
• You already use Smrtphone for acquisition and want to reuse the same dialer for dispo

If you're sending under 50 calls per deal, stick with OpenPhone or RingCentral. The CSV round-trip is not worth the friction at low volume.

Step 1: Export your Deal Run investor list as CSV

1. Open the deal in Deal Run and go to Sell > Find Buyers (or Sell > Outreach if you already ran the search).
2. Run the investor search if you haven't already — Deal Run returns skip-traced phone numbers for each investor, along with quality flags (mobile/landline/VoIP, DNC, TCPA litigator).
3. Click Export CSV in the top-right. The download includes name, entity, phone, phone type, email, property count, and Investor Score.
4. Open the CSV in a spreadsheet and delete any row flagged as DNC or TCPA litigator. Do not dial these numbers.

Step 2: Import into Smrtphone

1. Log into your Smrtphone account.
2. Go to Contacts > Import.
3. Upload the cleaned CSV.
4. Map the columns: name → Contact Name, phone → Primary Phone, email → Email. Tag the import with the deal's address or D-number so you can find it later.
5. Click Import. Smrtphone will deduplicate against your existing contacts.

Step 3: Run a dial session

Smrtphone's dial session is a power-dial UI that queues up contacts and auto-dials in sequence. Your screen shows:

• The current contact's name and phone
• A freeform notes area
• Disposition buttons (Interested, Not Interested, Voicemail, No Answer, Wrong Number, DNC, Remove)

Before you start, keep a second browser tab open on Deal Run's outreach page — you'll want the AI pitch notes visible while you dial so you know what to say when someone picks up.

Step 4: Push outcomes back into Deal Run

This is a manual step today (no API webhook yet — it's on the roadmap). After your dial session:

1. In Smrtphone, export the session results as CSV (Contact Name, Phone, Disposition, Notes).
2. Open Deal Run's Outreach page for the same deal.
3. For each contact with a meaningful outcome (Interested, Not Interested, Voicemail), find them in the queue and click Log Call. Paste the Smrtphone notes into the note field.

Or the faster alternative: upload the Smrtphone outcomes CSV to Buyer List > Import — Deal Run will match by phone number and update the CRM status in bulk. You lose the deal-specific context (outcomes get logged against the investor globally, not the deal), but it's much faster for large sessions.

TCPA warning

Power dialers make TCPA violations cheap and fast. A single bad dial session against unwashed numbers can generate thousands in TCPA exposure. Before you ever run a session:

• Remove every DNC and TCPA litigator row. Deal Run flags them in the CSV — just sort by the flag column and delete.
• Do not use ringless voicemail for unsolicited outreach. RVM is treated as a telemarketing call under current FCC interpretation.
• Respect express written consent rules for autodialed calls. A power dialer is an autodialer under the TCPA definition, even if it requires a human to initiate.

Deal Run's TCPA flags are not a substitute for legal advice. Talk to a real attorney before running high-volume cold dial campaigns.

Related guides

• OpenPhone integration — lighter-weight alternative
• RingCentral integration
• TCPA compliance
• Importing and exporting contacts