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Average Ratings 0 Ratings

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ease
features
design
support

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Description

InvoicifyAI combines invoicing and a streamlined CRM system, featuring integrated AI voice agents that assist small enterprises in managing leads, estimates, and overdue invoices. Users can create estimates, seamlessly convert them into invoices, process payments through shareable links, and monitor expenses using receipt capture along with OCR technology. The platform’s Invoice Reminder/Collections agent can proactively reach out to customers, document the outcomes of those calls, and outline subsequent actions, such as scheduling follow-ups, recording promised payment dates, or marking requests to avoid future contact. Additionally, InvoicifyAI comes equipped with features for pipeline management (including leads and opportunities), activity timelines, comprehensive reporting (such as profit and loss statements), and a Document Hub that allows for efficient searching and communication regarding company and customer documents. It is specifically tailored for service-oriented businesses that aim to reduce the need for repetitive follow-ups while achieving enhanced visibility into their cash flow and financial health. This holistic approach ensures that users can focus more on delivering quality services rather than getting bogged down by administrative tasks.

Description

smrtPhone serves as an Agentic Conversation Platform tailored for sales teams utilizing a CRM system. By integrating both your team and trained AI agents, all communications—calls, texts, and follow-ups—are automatically documented in the corresponding CRM record, eliminating the need for manual data entry. The platform features smrtDialer, a powerful integrated dialer that can simultaneously call between one to four lines, ensuring the representative speaks with the first respondent. Additionally, smrtAgents, the AI-driven assistants, manage inbound calls, assess leads, and follow up within a specified timeframe before transferring the conversation to a human representative equipped with complete context. Moreover, it offers SMS/MMS automation, video calling, call recording, AI-generated call summaries, sentiment analysis, interactive voice response (IVR), customizable call workflows, local presence features, number porting, voicemail transcription, and a comprehensive mobile application. The platform seamlessly connects with a variety of CRM systems such as Podio, Salesforce (including Left Main REI), InvestorFuse, Tape, GoHighLevel, Invelo, Realeflow, Carrot, and DataSift, enhancing its versatility. Designed with compliance in mind, it adheres to TCPA, CCPA, CPNI, and STIR/SHAKEN regulations, ensuring that users can operate within legal guidelines. Since its launch in 2017, smrtPhone has continually evolved to meet the needs of dynamic sales teams.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

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Integrations

No details available.

Integrations

No details available.

Pricing Details

$14.99/month
Free Trial
Free Version

Pricing Details

$24/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

InvoicifyAI

Founded

2025

Country

Canada

Website

www.invoicifyai.com

Vendor Details

Company Name

smrtPhone

Founded

2007

Country

United States

Website

www.smrtphone.io

Product 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

Product Features

Business Phone Systems

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

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