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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$14.99/month
Free Trial Yes 
Free Version No 

Pricing Details

$24/month/user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

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 No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Product Features

Business Phone Systems

Call Logging No 
Call Monitoring No 
Call Recording No 
Call Routing No 
Employee Directory No 
IVR / Voice Recognition No 
Mobile Access No 
Virtual Call Center No 
Web Conferencing No 

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