The office work runs itself

Service business CRM

Run the jobs, the invoices and the phone from one place, and let the same system go out and find you the next customer. Smarfle is for local service businesses that want to grow without hiring an office manager, a marketer and a dispatcher first.

A two-minute tour, from an online booking to the paid invoice and the review.

  • Based in Orlando, Florida
  • Same-day support
  • From $19/month
Natalia, Pink Upholstery Cleaning
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
Natalia, owner of Pink Upholstery Cleaning, Orlando, FL

Four ways to answer your business calls

Mix modes by schedule, forwarding to your phone by day and switching to text-back or the AI after hours.

Plain forwarding

$0.04/min

Rings your phone, and every call is logged as answered or missed.

Forward with call tracking

$0.10/min

Rings your phone; calls are recorded, transcribed and saved to the customer.

Busy message and text-back

~$0.05/call

Plays your message, then texts the caller. Replies land in your Inbox.

AI receptionist

$0.25/min

The AI answers, qualifies the caller and books the job, day or night.

Spam screening is included in every mode

Unknown callers press a key before the call connects, which dialer software cannot do. How screening works

  • Your customers skip it. Known clients and mobile callers are never screened.
  • You are not billed for it. Screened, silent and blocked calls cost nothing.
  • One blocklist. A blocked number stops both calls and texts.

Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.

For businesses your size

Who it fits

The same platform works whether you take every call yourself or run an office team. The leverage just lands in different places.

1 to 4 peopleSole proprietor or small crew

Smarfle becomes your full back-office. While you're on the job, AI answers calls, books appointments, sends invoices, collects payment, and asks for reviews. You run a real business without hiring office staff.

  • AI receptionist takes calls you would have missed
  • Auto-invoicing and one-tap payment links
  • Reviews and SEO grow on autopilot while you work
  • Your phone becomes your office
Fits Solo or Starter, from $19/month

5 to 30 employeesMid-size business

Give your office team hours back every day. Cleaner client communication, faster service delivery, smarter technician routing, less double-entry across systems. Your team stops fighting tools and starts shipping work.

  • Dispatch board, route optimization, and live tech location
  • Per-branch settings, team roles, and audit trail
  • Bulk SMS, workflow automation, and email templates
  • Reports your office manager will actually use
Fits Starter, Professional or Business, from $99/month

30+ employeesLarge team or several locations

More people, branches or customers than our biggest plan holds. We shape a plan around your team, with the seats and limits you need, and run the setup with you.

  • Seats, client and branch limits set for your team
  • Each branch with its own phone number and settings
  • We move your data across and set it up with you
  • API and webhooks to connect your other systems
Talk to us about a custom plan

What breaks without one

Missed calls, lost leads

A customer calls while your team is on a job. No one picks up. They call your competitor instead.

Estimates that never close

You send a quote, then it disappears into an inbox. No follow-up, no e-sign, no way to turn it into a job in one click.

Slow invoicing, late payments

Jobs get done but invoices go out days later. Clients forget. You chase payments instead of booking new work.

No visibility into your business

How many jobs did your team complete this month? What's your revenue? Who's your busiest tech? You're guessing.

Techs show up without the full picture

No client history, no job checklist, no photos from last visit. Your technicians are guessing in the field.

Invisible on Google Maps

Customers search for your service and see three competitors. You have no idea where you rank or how to climb.

Directory leads

Lead generation inside the CRM

Smarfle runs local best-of directories where customers already compare companies like yours. Turn on Directory Leads and your business gets featured placement, quote requests sent to your phone the moment they come in, and an optional call line for phone leads.

  • Review each lead before you pay. See the job and the ZIP, then accept it or pass free.
  • Flat price per accepted lead. Repeat customers and duplicates always cost nothing.
  • Accepted leads land straight in your CRM with the job details already attached.

New lead in Winter Park ($18)

Deep clean · 3 bedrooms · ZIP 32789 · Timing flexible

Name, phone, and address unlock when you accept.

Accept · $18Pass, free

Customers find our directory pages on Google, compare local companies, and request quotes. Businesses on Smarfle answer first.

Honest note. New areas take time to rank on Google, so plan for up to two months before leads ramp up. You pay per lead, never for waiting, and a Google Business Profile with real reviews helps your card win.

Set up in three steps

  1. 1

    Sign up and set up your business

    Add your services, team members, and client list. Import existing clients in one click.

  2. 2

    Start managing jobs

    Create work orders, assign techs, track status from scheduled to paid. Your AI receptionist answers calls 24/7, books jobs, and sends confirmation texts.

  3. 3

    Get paid and grow

    Send estimates, convert to invoices, and collect payments with one-click Stripe links via SMS and email. Collect 5-star reviews automatically.

Service business CRM pricing

Price follows two things, how many people log in and how many customers you keep on file. Messages and call minutes are billed as you use them. Every plan starts with a 14-day trial and no card.

Solo

Sole operators getting started

$19/mo

  • 1 user
  • Up to 500 clients
Start Free Trial

Starter

Small teams adding tools and growth

$99/mo

  • Up to 5 users (1 owner + 4 techs)
  • Up to 2,000 clients
Start Free Trial

Most Popular

Professional

Growing service businesses

$199/mo

  • Up to 10 users
  • Up to 5,000 clients
Start Free Trial

Business

Multi-location operations

$349/mo

  • Up to 30 users
  • Up to 10,000 clients
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →

Estimate your monthly bill

Your team, clients and jobs, with texts, emails and calls at their real rates.

Your business

Move the sliders. Nothing is sent anywhere and no email is asked for.

3
150
60

Assumes each job sends 2 texts out, gets 1 reply back and 2 emails, and that a tracked call runs 3.5 minutes. Text more than that and you pay more; text less and you pay less. Nothing here is an allowance you lose.

Your estimate

Recommended plan

Starter$99/mo

Usage this month

  • 120 texts out× $0.03 = $3.60
  • 60 replies in× $0.03 = $1.80
  • 120 emails× $0.01 = $1.20
Plan$99
Usage$6.60
Total a month$105.60

About $1.76 per job

Start with Starter

14 days free, no card needed

How Smarfle compares

What a one-truck operation actually gets for the money, against the enterprise tools that quote you on a call.

Typical big-name CRM

$890+/month

for comparable features

AI receptionist
Add-on, extra cost
Jobs, dispatch, field work
Designed for B2B sales teams, not field work
Time to go live
Weeks of setup

Smarfle

$19 to $349/month

AI receptionist
Included
Jobs, dispatch, field work
Yes
Time to go live
About 5 minutes

Shopping alternatives? See the full comparisons.

Meet your team

Who is behind Smarfle

Ihor Lavrenenko, Smarfle founder, based in Orlando, Florida

Ihor Lavrenenko

Founder, Smarfle · Orlando, FL

Hi, I'm Ihor. I've spent 17 years marketing small businesses across healthcare, legal, pest control, e-commerce, SaaS, and home services. I built Smarfle because the tools my clients actually needed didn't exist in one place. Five separate apps, five logins, five bills, none of them talking to each other. Smarfle is the platform I wished I'd had.

Same day, not a 24 hour SLA

Email or in-app chat reaches a person in Orlando. Nights and weekends you get the founder.

We set it up with you

We move your customer list across, create your first automations, then check back that you are using them.

We build what you ask for

Tell us what is missing. When it helps other service businesses too, it ships in days.

Everything a service business runs on

One record follows a customer from the call that started it through the job, the invoice and the review request. Nothing gets retyped into a second system on the way.

Know which marketing actually pays

Every lead lands in one place with its source recorded, whether it arrived by phone, text, website form, booking page, or the directory. Then the revenue those customers paid is traced back to the page and channel that produced them.

CallsTextsFormsBookingsRevenue per Page
Explore conversion tracking

Get paid faster

Send invoices with one-click payment links via SMS, email, and PDF. Clients tap and pay instantly through Stripe. Send estimates, let clients accept online, and convert to jobs and invoices with one click.

Explore payment links

Complete job management

Create work orders, assign technicians, track status from scheduled to invoiced. Add photos from the field, set up recurring jobs for repeat customers, and filter by status, priority, or date.

Work OrdersRecurring JobsPhotosStatus Tracking
Explore job management

Smart review requests

5-star clients get a direct Google review link. Lower ratings route to your support team. Your reputation grows on autopilot.

Explore review requests

Run the day to day

Book it, assign it, send the crew, close it out and bill it. The parts an office manager would otherwise hold together by hand.

Call handling

Forward to your own phone and still get the recording, a speaker-labeled transcript and a summary on the customer record.

Quotes and estimates

Build estimates in seconds, send with e-sign link, convert to a scheduled job in one click.

Automated workflows

7 triggers, 5 action types. Auto-text missed calls, remind clients, nudge overdue invoices.

Client portal

Clients book their own slot, pay invoices and download documents. Branded with your logo.

Route optimization

Google-powered multi-stop routing. Less driving, more jobs per tech per day.

Dispatch board

Drag jobs between techs or status columns. Two views, mobile-friendly, live updates.

Time tracking

Start/stop timers on jobs, auto-log hours on completion, bill billable time to the invoice.

Job checklists

Save the steps once on a service, and every job booked under it carries the checklist to the tech's phone.

Growth tools in the same login

It's your full growth engine. Rank higher on Google, capture more leads, win back past clients, and expand into new markets, all from the same login.

GBP rank tracker

See exactly where you rank on Google Maps across a local grid. Compare to competitors, track over time.

AI content websites

Launch a full SEO website with AI-written pages per service and per service area. Connected to your CRM.

SMS and email campaigns

Audience builder, merge fields, batch send. Reactivate past clients with one click.

Referral program

Auto-generate referral codes, track reward credits, give new clients an intro discount.

Watch a job go from booking to invoice

The full work order flow, then short tours of routes, recurring plans and reports.

Routes · 1:13

Recurring plans · 1:31

Reports · 1:34

The videos are filmed with our demo pest control company. Every trade runs on the same screens.

Questions owners ask before they sign up

Including the two that are a flat no, because you find that out in week one anyway.

What is a service business CRM and do I actually need one?

A sales CRM tracks deals. A service business CRM tracks the work. Client records, the schedule, who is going where today, what got done, and the invoice that follows. You need one at the point where jobs live in a phone, a notebook and someone's memory at the same time, because that is where the missed follow-up and the unbilled job start. Smarfle keeps the operations side and the growth side in the same login, so the customer who called you in March is still reachable in September.

What will this actually cost me each month?

Two things move the bill. The plan sets how many people log in, how many clients you store and whether you run more than one location, so a solo operator and a nine truck company pay different base amounts. Everything metered is billed only when you use it, so texts, emails, AI minutes and a dedicated phone line come out of a prepaid balance you top up, with no monthly allowance to forget about. Leads from our directories are priced per lead you accept, and you see that price before you accept.

How is Smarfle different from Jobber or Housecall Pro?

They have been doing this longer, their mobile apps are more polished, and they connect to far more third party tools. If your only job is scheduling and invoicing and you want the most mature app on the market, say so and we will tell you to look at them. Smarfle is a fit when the CRM is only half your problem. The same subscription also runs the phone line, the review requests, the Google Business Profile posts, the website and a directory that sends you quote requests, which is otherwise four more vendors and four more bills.

Will my techs really use it on their phones?

There is no app to download and no app store update to chase. It opens in the browser, and they can add it to the home screen so it behaves like an app. A tech sees only the jobs assigned to them, marks them done, adds photos and notes from the truck, and gets directions to the next stop. If they lose signal in a crawlspace, what they entered is held and sent when the phone reconnects.

Can I keep the number my customers already call?

Not by moving it to us, no. We do not port numbers in today, and we would rather say that than surprise you after you sign up. What you do instead is forward your existing number to the Smarfle line. Customers keep dialing the number on your truck and your signs, and every one of those calls is recorded, transcribed and attached to the client record. Porting is on the list, and we will tell you when it lands.

Does it sync with QuickBooks?

No. There is no live QuickBooks connection, and anyone who tells you a workaround is a sync is overselling it. Invoices, payments and every report export to CSV with the underlying rows, which is what most bookkeepers ask for anyway. If your accountant needs a monthly file, that takes a click. If you need true two way accounting sync, keep invoicing where you invoice today and use Smarfle for the operations side.

How do the leads work and what stops me paying for junk?

We run local comparison pages where a homeowner describes the job and asks for quotes. Turn on Directory Leads and you show up on the pages matching your trade and your cities. When a request comes in you see the job, the ZIP and the price before you commit, and passing costs nothing. A customer you already have and a duplicate of a request you already bought are always free, and anything you do accept lands in your CRM with the details already filled in.

How long before I am off my spreadsheets?

An afternoon for the parts that matter. Your client list imports from a CSV with the fields mapped for you, your services take about twenty minutes to enter, and inviting your crew is a few emails. What takes longer is the history you care about, like recurring plans and open balances, and we will sit on a call and move that with you rather than handing you a help article.

Do my customers get their own login?

Yes, and it carries your name and logo rather than ours. They see their job history, book a time from your real availability, pay an invoice, read anything you shared with them and message you back. For most businesses that is what cuts the where are you and can you resend that invoice calls, because the answer is already sitting in their account.

What happens to my data if I cancel?

You can export clients, jobs, invoices and services to CSV at any point, including the day you leave, without asking us for it. Cancelling pauses the account rather than wiping it, so if you come back in three months your history is still there. We do not hold your customer list hostage to keep you subscribed.

Is the AI receptionist something I have to use?

No. It is off until you switch it on, and plenty of businesses run Smarfle for years without it. Turn it on if you are losing calls you never hear about, and you can point it at after hours only rather than the whole day. What every account gets regardless is the missed call text back, so someone who rings while you are under a sink hears from you within seconds instead of calling the next company on the list.

Who answers when something breaks?

A small team in Orlando, Florida. Not an offshore queue and not a chatbot that reads you the help article you already found. Most requests are answered the same day, and after hours you get the founder. If you need something the software does not do yet, tell us. When it is useful to other service businesses we build it, and we have shipped requests in days.

Start free

Fourteen days free, no card, and we move your customers and your team across for you.

14 days free · No credit card · Cancel anytime