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About

InvoicifyAI is an invoicing + lightweight CRM platform with built-in AI voice agents that help small businesses follow up on leads, estimates, and overdue invoices. Create estimates, convert them to invoices, accept payments via shareable links, and track expenses with receipt capture and OCR. For accounts receivable, the Invoice Reminder/Collections agent can call customers, log outcomes, and generate next steps (e.g., schedule a follow-up, note a promised payment date, or flag a “do not call” request). InvoicifyAI also includes pipeline tracking (leads/opportunities), activity timelines, reporting (including profit & loss), and a Document Hub that enables search + chat across company and customer documents. Designed for service businesses that want fewer manual follow-ups and clearer visibility into cash flow.

About

smrtPhone is an Agentic Conversation Platform for sales teams that run on a CRM. Your team and trained AI agents share the same calls, texts and follow-up, and every conversation is logged automatically to the right CRM record, so nobody re-types anything. smrtDialer, the built-in power dialer, calls 1 to 4 lines at once and connects the rep to whoever answers first. smrtAgents are trained AI workers that answer inbound calls, qualify leads and follow up on a set timeline, then hand off to a person with the full context. Also included: SMS/MMS with automation, video calling, call recording, AI call summaries and sentiment analysis, IVR and call flows, local presence, number porting, voicemail transcription and a full mobile app. Connects directly to Podio, Salesforce (including Left Main REI), InvestorFuse, Tape, GoHighLevel, Invelo, Realeflow, Carrot and DataSift. Built for TCPA, CCPA, CPNI and STIR/SHAKEN compliance. In service since 2017.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

InvoicifyAI is an invoicing + lightweight CRM platform with built-in AI voice agents that help small businesses follow up on leads, estimates, and overdue invoices. Create estimates, convert them to invoices, accept payments via shareable links, and track expenses with receipt capture and OCR. For accounts receivable, the Invoice Reminder/Collections agent can call customers, log outcomes, and generate next steps (e.g., schedule a follow-up, note a promised payment date, or flag a “do not call” request). InvoicifyAI also includes pipeline tracking (leads/opportunities), activity timelines, reporting (including profit & loss), and a Document Hub that enables search + chat across company and customer documents. Designed for service businesses that want fewer manual follow-ups and clearer visibility into cash flow.

Audience

Sales teams whose pipeline depends on follow-up, especially real estate investors and wholesalers, property management companies, solar installers, home services contractors and professional services firms. Best fit for teams running high-volume outbound calling out of a CRM such as Podio, Salesforce, GoHighLevel or InvestorFuse.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

$14.99/month
Free Version
Free Trial

Pricing

$24/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

InvoicifyAI
Founded: 2025
Canada
www.invoicifyai.com

Company Information

smrtPhone
Founded: 2007
United States
www.smrtphone.io

Alternatives

Alternatives

MyInvoices & Estimates

MyInvoices & Estimates

Avanquest Software
SMRT Systems POS

SMRT Systems POS

SMRT Systems
PayPort Direct

PayPort Direct

WebWise Solutions
CallFlow

CallFlow

ALERTSIO LLC

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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