Updated
Home builder CRM software
Home builder CRM software for custom and semi-custom work. Buyer choices sit in fields on the buyer record, each subcontractor sees their own dates, and every draw bills from the build with its photos.
9
47
$420k
3
Smith Custom Build
4,200 sqft custom
Lot 12 Spec
3,100 sqft semi-custom
Johnson Build
5,800 sqft custom
Chen Custom
3,800 sqft custom
Home builder software for scheduling, draws and buyers
You build a few custom homes a year, or a few dozen. Smarfle keeps each buyer's file, your subs' dates and every draw invoice on the build itself.
Home builder scheduling software
Each construction project sits on the calendar with its project manager, and subs see the dates for the builds they are assigned.
Home builder dispatch software
Project managers see their builds in order on the phone, with plans, selections and photos from the last site visit.
Home builder billing software
Bill each draw as its own invoice on the build, from foundation to final, with the buyer's deposit credited at the end.
Home builder invoicing software
Invoices build from your line items, and buyers pay by card from a payment link or by a check you record on the invoice.
Calls, reviews and your home builder website in one account
Home builder call tracking
Buyer inquiries call several builders. Each call is recorded with the ad behind it, and a missed one gets a text back.
Reviews and Google Business Profile
Buyers asked for a review after closing build the rating the next buyer reads before a design meeting.
Website and lead follow-ups
Lot and model inquiries made on your website reach the buyer record, and automated follow-up workflows keep each one warm for months.
Builder CRM plans that grow with your company
All plans include a 14-day free trial. No credit card required.
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Professional
Growing service businesses
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
Three home builder problems Smarfle fixes
Selections scattered across email
Buyer choices go in custom fields on the buyer's CRM record, and signed selection sheets sit in their private folder.
Subs colliding on site
Subs see only their assigned builds and dates on their phones, so a moved date reaches them when you make it.
Draw paperwork fire drills
Site photos, invoices and documents sit on each build, so the paperwork for a draw is gathered before the inspection.
Four ways to answer home builder calls
Choose how the sales line answers after hours. Calls you cannot take go to a text-back or the AI receptionist, and each one is saved to the buyer.
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 comes with every mode. Unknown callers press a key before the call connects, and screened calls cost nothing. How spam screening works
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
Custom builders Smarfle fits
Custom and semi-custom builders closing a few to a few dozen homes a year.
A good fit if
Probably not a fit if
Everything included in the CRM for home builders
A buyer page with no password
Buyers open one link for their build's photos, invoices, receipts and shared documents, and pay draws from it.
Warranty walkthrough reminders
Set the 30-day and eleven-month walkthroughs as reminders on the buyer, and Smarfle emails and texts them when each comes due.
Punch items assigned and dated
Add each walkthrough item as a task with a due date and an owner, and it stays on their dashboard until done.
Home builder CRM for files, hours and buyers
Builders spend as much time on paperwork as on framing. Buyer folders, supervision hours, separate communities and buyer texts take some of it off your desk.
Plan sets, surveys and allowance sheets
Upload them to the buyer's private folder, keep them closed, and share a single file when the buyer or an inspector needs it.
Supervision time on the build
Project managers log minutes on each build at their own hourly rate, so supervision cost shows next to materials.
Communities kept apart
On Starter and above, each community or office gets its own team, calendar and phone number, with one picker between them.
Updates to every buyer at once
Filter buyers by tag, status or community, preview the list, and send one text when a model home opens.
Get more buyers for your home building business
Home builder lead generation
One build is worth more than a year of lead spend anywhere else. Smarfle finds the buyers researching custom construction in your market and sends what they are planning with the request. You talk to people who have already thought about it.
Flat pricing per accepted lead
Home Builder leads run about $65 each. You see the job and ZIP first, then accept or pass free, with no lead budget or bidding.
When leads start
Google needs time to rank the pages we add around you, so plan for up to two months. You pay per lead, never for waiting.
Requests arrive pre-qualified
Each request comes with the customer's answers to “What are you building?” and “Do you have land?”, so your callback quotes the job instead of interviewing.
Fair by design
Your existing customers and repeat requests are always free, and a bad lead can be disputed for a wallet refund.
What custom builders ask before choosing custom home builder software
More home builder software features
Related industries
Other contractor trades with a similar workflow. See CRM for contractors
Remodeling CRM
Renovation projects with change requests and draws.
General contractor CRM
Subcontractors and staged billing on every project.
Restoration CRM
Rebuild work after insurance claims.
Switching to Smarfle from another home builder CRM?
Your buyers, services and past builds are brought in for you, then project managers and subs get logins while current builds continue.
- Comes across
- Customers, services with prices, past jobs with their dates and prices, and products in stock.
- Set up fresh
- Recurring plans and saved cards, since card numbers never move between systems.
- Stays in your old system
- Past invoices, so export them as a file before you cancel.
Why businesses stay
Who you are buying from
Ihor Lavrenenko, founder of Smarfle and author of Rank, Ring, Repeat, a local SEO guide for business owners, puts his name on this product after helping hundreds of local businesses grow. Ask for a feature or a change and it is often built by the next day.
Try Smarfle free for 14 days
No credit card. Import your buyers and book the next design meeting today.
14 days free · No credit card · Cancel anytime