Case Study: Tim Parris achieves better call tracking and client note-taking with smrtPhone

Tim Parris - Customer Case Study

Tim Parris is a sole-operator tax and bookkeeping professional in Canada who works with about 300 clients a year and serves taxpayers around the world. To stay organized across calls and messages, he uses smrtPhone, tightly integrated with Podio, to help him keep track of client conversations and notes without losing important details.

With smrtPhone, Tim can record notes during calls, track whether he spoke directly with a client or left a message, and manage his communication more efficiently. He says the system works so well that he has not needed to contact support in the last year or two, and it can be used from the desk or mobile device and be up and running in under five minutes.