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.
Assisted pilot · Setup help for your Salesforce administrator
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.
360 SMS
Incoming-text support is built and tested with simulated events. Connect through 360 SMS Open API, then verify a real text with your team. Voice calls are not connected by this integration.
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.
GUIDED SETUP
Bring your accounts. We’ll help connect them.
For this pilot, an installation specialist handles the technical setup. Your Salesforce administrator approves access and helps test the workflow.
smrtPhone is tested with incoming texts and answered calls. Ask about pilot setup for your team.
Ask about setup
Opens an email draft. The team will confirm availability and compatibility before installation.
Other ways to contact DealMachine ↗BEFORE YOU STARTKeep your workflow.
Keep your workflow.
Add the missing details.
We’ll confirm your account requirements and phone-provider compatibility before arranging a pilot installation.
- Salesforce with API and Apex access
An eligible production org, sandbox, or Developer Edition. An administrator installs the app and grants user access.
- Property and contact data from DealMachine
You’ll need a DealMachine account with API access. We’ll explain the account and data-credit requirements during setup; your team uses the caller information inside Salesforce.
- A compatible phone service
smrtPhone supports answered calls and texts. 360 SMS incoming texts need Open API activation and a live account test. Other services require compatibility review.
GOOD TO KNOW
A few practical details.
Do I have to use the command line?
Not when you arrange assisted setup: an installation specialist handles the technical installation. Your Salesforce administrator approves access, connects your accounts, and helps test the result. A self-service Salesforce installation link is not available in this pilot yet.
Will there be a simpler Salesforce install button?
A Salesforce installation link followed by guided account setup is the intended self-service experience. That package still needs to be created and tested. For now, ask about assisted setup; the developer download is an optional technical resource.
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; an installation administrator currently applies the update. The hosted phone connector and this website update through Vercel. See the latest release and update options.
Does this only work with smrtPhone?
The workspace is designed for multiple phone providers. smrtPhone is the integration tested today. 360 SMS incoming-text support is built and tested with simulated events; account activation and a live text test are required. Its voice calls are not connected. Other services need a compatibility review.
Will this work without Left Main?
Yes. The pilot works in a Salesforce Developer Edition without Left Main. Left Main compatibility has not been tested. smrtPhone has been verified with real calls and texts. The 360 SMS incoming-text adapter has been tested with simulated events; a live 360 SMS account test is still needed.
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.
Does the download include a working phone connection?
The download includes the Salesforce app and administrator instructions. The DealMachine installation team must provision a private endpoint and authorize the customer’s Salesforce integration user before live calls can arrive. No pilot credentials are included.
Where is information stored?
The DealMachine API key is encrypted in Salesforce. The Vercel connector delivers inbound events to Salesforce using the organization’s own 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
For the technical person performing a source deployment. These resources are optional for customers arranging assisted setup. The source kit is not a self-service installer.