The office work runs itself while you do the actual work.

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 built for local service businesses that want to grow without hiring an office manager, a marketer and a dispatcher first.

Built in Orlando, FloridaSame-day supportFrom $19/month
Clients

0

Open Jobs

0

Revenue

$0

Growth

+0%

Recent Jobs

J. Martinez

Pest Control

Scheduled

S. Chen

HVAC Repair

In Progress

Oak Valley

Maintenance

Completed

Every call, handled your way

Your business number routes however you decide, and you can mix modes by schedule. Forward to your phone during the day, then switch to text-back or the AI after hours.

Plain forwarding

$0.04/min

Just rings your phone. Every call logged as answered or missed.

Forward with call tracking

$0.10/min

Rings your phone. Recorded, transcribed, summarized, and logged to the customer record.

Busy message + text-back

~$0.05/call

Plays your message, hangs up, and texts the caller. Replies land in your Inbox as leads.

AI receptionist

$0.25/min

The AI answers, qualifies the caller, and books the job. Great after hours if you want it.

Spam screening is included in every mode

Turn it on and unknown callers hear one sentence and press a key before the call connects. Dialer software does not press keys, so it never reaches you. How screening works

  • Your customers skip it. Known clients and callers on mobile numbers are never screened.
  • You are not billed for it. Screened, silent, and blocked calls cost nothing.
  • One blocklist. Block a number once and it stops calling and texting.

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

Built for businesses your size

Whether you're solo or scaling, Smarfle fits

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

Sole proprietor or small crew (1 to 4 people)

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

Mid-size business (5 to 30 employees)

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

What breaks without a service business CRM

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 built into 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.

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.

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.

Set up in three steps

1

Sign up and set up your business

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

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

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 7-day trial and no card.

Solo

Sole operators getting started

$19/mo
  • 1 user
  • Up to 100 clients
  • 1 GB storage
  • Public booking link + calendar
  • Client management
  • Work orders with photos
  • Invoices + Stripe payments
  • Activity log, tags, custom fields
  • Mobile PWA + CSV import/export
Start Free Trial

Starter

Small teams adding tools and growth

$99/mo
  • Up to 5 users (1 owner + 4 techs)
  • Up to 200 clients
  • 1 GB storage
  • Everything in Solo
  • Voice AI receptionist (usage-based)
  • GMB rank tracking
  • Search Console integration
  • API access + webhooks
  • Branded client portal
Start Free Trial
Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • AI work order summaries
  • GBP Posts + Dashboard
  • Workflows automation
  • Website builder + AI content
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Higher AI credit limits
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

How Smarfle compares to other service CRMs

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

SmarfleTypical big-name CRM
Price$19 to $349/month$890+/month for comparable features
AI receptionistBuilt inAdd-on, extra cost
Jobs, dispatch, field workYesBuilt for B2B sales teams, not field work
Time to go liveAbout 5 minutesWeeks of setup

Shopping alternatives? See the full comparisons.

Meet your team

Built and supported by the same small team

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, build 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.

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.

See your business in one place

Total Clients

127

+12 this month

Open Jobs

23

8 scheduled today

Completed

89

This month

Revenue

$14,820

+18% vs last month

Upcoming Jobs

Sarah Johnson

Quarterly Pest Treatment

Scheduled

Oak Valley HOA

Landscape Maintenance

In Progress

Thompson Residence

AC Repair

Scheduled

Bright Clean Office

Deep Clean

Scheduled

Questions owners ask before they sign up

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

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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 running your service business from one place

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

7 days free · No credit card · Cancel anytime