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.
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J. Martinez
Pest Control
S. Chen
HVAC Repair
Oak Valley
Maintenance
Built for 57 service industries
Labels, workflow and the mobile view change with your trade. Pick yours to see it.
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.
Customers find our directory pages on Google, compare local companies, and request quotes. Businesses on Smarfle answer first.
Set up in three steps
Sign up and set up your business
Add your services, team members, and client list. Import existing clients in one click.
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.
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
- 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
Starter
Small teams adding tools and growth
- 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
Professional
Growing service businesses
- 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
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Higher AI credit limits
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.
| Smarfle | Typical big-name CRM | |
|---|---|---|
| Price | $19 to $349/month | $890+/month for comparable features |
| AI receptionist | Built in | Add-on, extra cost |
| Jobs, dispatch, field work | Yes | Built for B2B sales teams, not field work |
| Time to go live | About 5 minutes | Weeks of setup |
Shopping alternatives? See the full comparisons.
Meet your team
Built and supported by the same small team
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.
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 linksComplete 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.
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 requestsRun 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.
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.
Expand business
Market study tool that scores nearby cities by demand, competition, and income. Launch a new branch in a day.
Referral program
Auto-generate referral codes, track reward credits, give new clients an intro discount.
Also included, one page each
See all featuresSee 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
Sarah Johnson
Quarterly Pest Treatment
Oak Valley HOA
Landscape Maintenance
Thompson Residence
AC Repair
Bright Clean Office
Deep Clean
Questions owners ask before they sign up
Including the two that are a flat no, because you find that out in week one anyway.
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