Keys Smart CRM
Every call and text to your business, in one place
Smart CRM gives your locksmith business its own phone number. Every call and text to it becomes a lead you can see, answer and book from the Keys web portal, without handing out anyone's personal number.
Who it is for
Locksmith and roadside businesses on Keys whose customers call and text while everyone is out on jobs. When those calls land on personal phones, nobody can see who called, who answered or what was promised. Smart CRM keeps all of it on one business number and one record per customer.
What Smart CRM does today
Messages
One inbox for every text on your business numbers. Open a conversation to see the whole thread and reply from the browser; new texts appear without reloading.
Leads
Every caller and texter becomes a lead automatically, ranked by a heat score. Move leads through New, Contacted, Appointment and Deal in a list or on a board, add notes, and claim a lead so the team knows it is yours.
Calls
The call log for your business, with the recording, transcript and voicemail attached to each call. Mark a missed caller as reached once you have called them back.
Phone & Dialer
Call from your computer using the business number, with a keypad and mute. Quick Dial any number, or work through the Hot list, New leads or Callbacks due one call at a time and log the outcome of each.
AI call summaries
Recorded calls are transcribed and summarised on the lead. The summary also adjusts the lead's heat score, can move its stage forward and notes a follow-up when one was promised.
Missed-call text-back
Turn it on and write your own message: a caller who hangs up without reaching anyone gets a text from your business number.
Calls to your number can also be answered and booked automatically. How phone answering works
From a text to a booked job
What happens when a new customer texts your Smart CRM number.
- The text arrives. It appears in Messages, and a lead is created for that number.
- Keys answers. The customer gets the booking menu by text: reply 1 to schedule a service, or 2 to reach a representative.
- The customer books by text. They choose the service and whether it is now or later, then type the address and the vehicle. Keys sends the details back to confirm.
- The request is created. Keys creates a service request with a confirmation number, sends it to your nearest available technician who offers that service, and texts the customer a link to track it.
- Your team takes over. The lead moves to Appointment with the request number in its timeline, and the automatic replies stop for that conversation. If you reply yourself earlier, they stop then.
- The job runs like any other. Your technician quotes and completes it in the Keys app.
Where to find it and how to set it up
In the Keys web portal, open Customers, then Smart CRM. It opens on Messages, with tabs for Messages, Leads, Calls and Phone & Dialer.
The first time, Smart CRM setup walks you through two steps:
- Get your phone number. Pick it from a list of available numbers. Calling works as soon as the number is yours.
- Texting. There is nothing to fill in: Keys registers texting with the carriers (A2P) centrally for every provider. Texting turns on once that registration is active.
A banner with Finish setup stays at the top of Smart CRM until both steps are done.
Who can do what
- Operators who work for your business can text customers, work leads, see the call log and use the dialer.
- The business owner buys, renames and releases numbers, sets the phone menu, runs setup and controls missed-call text-back.
Price and limits
- Smart CRM comes with a Keys service-provider account. It is not part of the distributor portal.
- Your first phone number is free. Each additional number is billed monthly; the price is shown before you buy, and the card is charged only once the number is yours.
- Numbers are US (+1) numbers.
- If a monthly renewal fails and is not recovered, the number is suspended and callers hear that it is unavailable; it is released after 30 days.
- Calls forwarded to your team and calls from the browser dialer are recorded.
Get started
Register your business on Keys, then open Smart CRM in the web portal to pick your number. The Keys app is free on iPhone and Android.
Frequently asked questions
What do I need to use Smart CRM?
A Keys service-provider account. In the web portal, open Customers, then Smart CRM, and follow Smart CRM setup: pick your business number from a list of available numbers and you can start calling. Keys handles the carrier (A2P) registration for texting centrally, so there is no form to fill in; texting turns on once that registration is active.
What does Smart CRM cost?
Smart CRM comes with your Keys provider account and your first phone number is free. Each additional number is billed monthly; the portal shows the price before you buy, and your card is only charged once the number is actually yours.
Will customers see my personal phone number?
No. Texts and calls run through your Keys business number, and calls from the browser dialer show that number too. When a caller asks for a person, Keys forwards the call to the mobile number on your Keys profile and shows your business number as the caller ID.
How are leads created?
Automatically. Every call and text to your number, and every new number you call or text from Smart CRM, creates or updates a lead. You can also save a contact by hand from a message thread, the dialer or a lead.
Can my technicians use Smart CRM?
Yes. Operators who work for your business can text customers, work leads, see the call log and use the dialer. Buying, renaming or releasing numbers, the phone menu, setup and missed-call text-back stay with the business owner.
Does Keys reply to texts for me?
When someone texts your number, Keys answers with the booking menu so they can book by text or ask for a person. As soon as you reply in that thread yourself, or the booking is made, the automatic replies stop for that conversation. You can switch them back on from the thread.
Are calls recorded?
Calls forwarded to your team and calls placed from the browser dialer are recorded. Keys transcribes the recording and adds a short AI summary to the lead, usually within a few minutes.
