Ask now. Avoid surprises later.
Use property and recorded mortgage details to ask about the seller’s situation before you prepare an offer. Bring important questions into the first conversation.
CALLER INTELLIGENCE FOR SALESFORCE
Every incoming lead.
A clearer path to close.
Keep the Salesforce CRM and connected phone service your team already uses. Caller Intelligence brings available emails, phone numbers, properties, recorded mortgages, and potential decision-makers into one caller profile—right where you take the call.
Ask better questions. Find more ways to follow up. Stay focused on the person on the line.
Managed package v0.8.0 · Install from the package link below · Free; uses your DealMachine account
Inside SalesforceDesigned for Multiple providersPowered by DealMachine
Available with smrtPhone today, on answered calls and incoming texts. Additional phone providers require compatibility review and testing.
Incoming callsmrtPhone · sample event
MT
CALLER PROFILE
MatchedMorgan Taylor
Indianapolis, IN
PHONE NUMBER(317) 555-0142
MobileANOTHER WAY TO REACH THEMmorgan@example.comPERSON TO ASK ABOUTCasey Taylor
ASSOCIATED PROPERTIES3
ESTIMATED PORTFOLIO VALUE$842,000
214 Maple Ridge Lane
Indianapolis, IN · Reported owner
01
Your existing Salesforce workflowCaller information inside the CRM your reps know.
02
More than a name and numberContacts, properties, mortgages, and people to ask about.
03
Research while you talkKeep the property details and the conversation together.
MAKE MORE OF THE CONVERSATIONThe right details change
The right details change
what you can ask next.
From the first question to the follow-up, give your reps more to work with than the number on the screen.
“I need to talk to someone first.”
See people associated with the property and ask who else needs to be involved. Confirm the decision-makers early, while you’re building the relationship.
A quiet lead isn’t a dead end.
If the original number goes unanswered, available email addresses and other phone numbers give you more ways to reconnect.
Research without the tab juggling.
Review properties, estimated values, and recorded loans in Salesforce while you talk. Spend more of the conversation listening and asking useful questions.
One call may open another door.
A lead may be connected to more than one property. See the available associations and ask whether there are other properties they’d consider selling.
New call. Same place in your work.
A second call won’t replace the details you’re reading. New interactions wait, and recent history lets you return to the right caller when you’re ready.
Records give you a starting point for better questions. Confirm ownership and decision-making roles with the caller; data availability varies.
SEE IT DURING THE CONVERSATION
From caller ID to your next question.
Try the Salesforce preview. Find another contact method, open a property, and see what you could ask the seller next.
SalesforceCaller IntelligenceSAMPLE DATA
THE INFORMATION BEHIND THE CONVERSATIONYour team works in Salesforce.
Your team works in Salesforce.
DealMachine supplies the data.
DealMachine is the property and contact data service behind Caller Intelligence. The app looks up the caller’s phone number and brings available person and property records into Salesforce.
A DealMachine account with API access supplies the lookups. If you’re new to DealMachine, we’ll help you understand the account requirements during setup.
YOUR PHONE SERVICE. MORE CONTEXT.
Built for more than one provider.
Keep the same Caller Intelligence workspace as phone integrations expand. Availability depends on your provider’s call and text capabilities.
smrtPhone
Tested with incoming texts and answered calls. Connect your business numbers and route each interaction to the right Salesforce rep.
Other phone systems
Any phone platform that can send a webhook for incoming calls and texts can connect through the custom webhook contract. Tell us which system your team uses.
Your team, your lines
Caller Intelligence keeps the phone source visible and the current caller on screen. New interactions wait until a rep chooses to switch.
INSTALL & SET UPYour administrator installs it.
Your administrator installs it.
No DealMachine staff needed.
Caller Intelligence is a managed Salesforce package. Your Salesforce administrator installs it from the link, pastes your DealMachine API key, enables the phone connection and maps reps to lines. About 15 minutes, no command line.
Install Caller Intelligence v0.8.0 in Salesforce
Opens Salesforce’s package installer. Sign in as an administrator of the org you want (use a sandbox first if you have one), choose Install for Admins Only, and approve access to salesforce.dealmachine.com and api.v2.dealmachine.com when asked. Package ID 04tfj000000gCftAAE.
smrtPhone is tested with incoming texts and answered calls. Ask us if you want a hand with setup.
Need help? Email support
Opens an email draft. Keep passwords and API keys out of email.
Other ways to contact DealMachine ↗BEFORE YOU STARTKeep your workflow.
Keep your workflow.
Add the missing details.
Three things, and your administrator can check all of them in a few minutes.
- Salesforce Lightning with API and Apex access
Enterprise, Unlimited, Performance or Developer Edition, production or sandbox. An administrator installs the package and grants user access.
- Property and contact data from DealMachine
A DealMachine account with an API key. Lookups use that account’s data credits; your team sees the results inside Salesforce.
- A compatible phone service
smrtPhone supports answered calls and incoming texts. Other services can connect through the custom webhook; email us.
GOOD TO KNOW
A few practical details.
Do I have to use the command line?
No. Caller Intelligence installs from a standard Salesforce package link, and every setup step after that happens in Salesforce Setup and the app’s own Settings screen. The source kit under Developer resources is optional.
Is this on AppExchange?
The AppExchange listing is in Salesforce’s security review. Until it is published, install from the package link on this page; it is the same managed package, and installs made today upgrade in place when new versions ship.
How do we stay up to date?
Starting with version 0.4.0, administrators get an automatic daily version check while Caller Intelligence is open. New Salesforce app releases show an update notice; your administrator installs the new version from the package link on the updates page, and settings, connections and routing carry over. Improvements to the phone connection and this website are applied automatically. See the latest release and update options.
Does this only work with smrtPhone?
smrtPhone is the phone service connected today, for answered calls and incoming texts. The workspace is built for more than one provider: other Salesforce-connected phone systems can be added through the custom webhook contract. Tell us which one your team uses.
Will this work without Left Main?
Yes. The app runs in a plain Salesforce org without Left Main. Left Main compatibility has not been tested. smrtPhone has been verified with real calls and texts.
Will it pop up while I work in my CRM?
Yes, when your administrator adds Caller Intelligence to your Lightning CRM app and enables it to start automatically. You can stay on Home, Leads, or a record while the idle panel opens for an incoming text or supported call. The panel must be added to each CRM app your team uses. Classic-type apps need a Lightning workspace first.
Does the panel appear before I answer?
With the current smrtPhone integration, the panel opens on the Incoming Call Answered event. The first incoming call or text opens the idle panel; later arrivals wait until you choose to view them. Pre-answer ringing is not supported.
What happens when calls arrive back to back?
Your current caller stays on screen. New calls and texts appear in a waiting count, and Recent activity lets you choose when to switch. Loaded details and unfinished lead forms are kept while the panel stays open. Salesforce restores your latest 50 calls and texts from the past seven days after a refresh; unsaved forms are session-only.
What information can my reps see?
Available emails and phone numbers, associated properties, estimated values, recorded mortgages, and people linked to an address. These records can help reps identify who to ask about and how to follow up. Confirm who owns the property and who has a say in selling it with the caller. Coverage varies; consumer credit reports are not included.
What is DealMachine, and do my reps need to learn another CRM?
DealMachine supplies the property and contact records used by Caller Intelligence. Your reps view the information inside Salesforce. A DealMachine account with API access is required, and we’ll help your administrator understand that setup.
Who creates the phone connection?
You do, from Settings. The package includes the DealMachine Caller Connector app; once your administrator enables its Client Credentials Flow with an integration user, Connect phone service registers your org with DealMachine and hands back a private URL for your phone provider. No DealMachine staff are involved, and nothing is shared between customers.
Where is information stored?
The DealMachine API key is encrypted in Salesforce. The phone connection delivers incoming calls and texts to Salesforce using your organization’s authorization. Salesforce stores private interaction records and cached profiles. Administrators set access and retention for their organization.
START WITH YOUR TEAM
Give your next lead a better conversation.
Keep your Salesforce workflow. Add the caller and property details that help your team move the deal forward.
Developer resources & manual installation
Optional. The managed package link above is the supported install. The source kit is the same code without a namespace, for administrators who want to deploy and read the metadata themselves.