CRM for Home Builder

Home Builder CRM Built for Custom and Semi-Custom New Construction

Buyers call daily when they cannot see progress. Smarfle tracks construction draws, selection deadlines, and sub coordination while keeping every buyer updated automatically. From $19/month.

From $19/month|7-day free trial|No credit card required|Same-day US support
Smarfle CRM - Home Builder Dashboard
Active builds

9

Subs working

47

Draws this month

$420k

Walk-throughs scheduled

3

Recent Jobs

Smith Custom Build

4,200 sqft custom

Drywall phase

Lot 12 Spec

3,100 sqft semi-custom

Foundation poured

Johnson Build

5,800 sqft custom

Framing

Chen Custom

3,800 sqft custom

Final walk-through

Everything a home builder business runs on

Smarfle connects everything a successful local business runs on: website, Google Business Profile, call tracking, lead follow-up, CRM, review requests, payments, and recurring orders. One platform. Start with the home builder workflows below.

The growth side, built in

Home Builder Call Tracking

Buyer inquiries stretch across months of lot visits and financing questions. Tracked calls keep every conversation on the buyer record.

Reviews & Google Business Profile

Closings produce your best reviews, and automatic requests catch buyers at key-handover joy, building trust for the next community.

Website & Lead Follow-Ups

Model-home and community interest forms feed a nurture pipeline, and follow-ups keep prospects warm from first visit to contract.

Lead generation included

Get home builder leads through Smarfle

Custom home clients vet builders harder than any other trade, and they start from comparison lists. A directory presence with real reviews earns the first meeting, and the request arrives with the project stage attached.

Flat pricing per accepted lead

Home Builder leads run about $65 each. You see the job and the ZIP first, then accept or pass free. No monthly lead budget, no bidding wars.

When leads start

We expand the directory around every business that joins, and Google needs time to rank new pages, so plan for up to two months before leads ramp up. You pay per lead, never for waiting. A Google Business Profile with real reviews brings them sooner.

Requests arrive pre-qualified

Every quote request already answers what are you building and do you have land, so your callback quotes instead of interviews.

Fair by design

Your existing customers and repeat requests are always free, and a bad lead can be disputed with a refund to your wallet.

Plans that grow with your home builder business

All plans include a 7-day free trial. No credit card required.

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 →

Where home builder businesses lose time and money

The day-to-day friction every home builder owner recognizes.

Buyer selections live in 6 different emails

Buyer emails you cabinet color in March. Flooring choice in April. Faucet finish in June. Comes time to install, you scroll through 200 emails trying to remember what they picked. Half the time wrong selection is ordered + has to be returned.

Subs collide because no one owns the schedule

Drywaller booked for Wednesday. MEP inspection failed Tuesday. You forget to push back the drywall. Sub shows up, no work to do, charges you mobilization. Multiply by 30 jobs.

Draw inspections turn into 3-day fire drills

Bank wants photos of foundation + framing + MEP rough complete + lien waivers from each sub. You spend 3 days compiling. Buyer gets nervous. Bank delays funding. You float costs out of pocket.

Built for home builder businesses

Not a generic CRM. Every feature is tailored to how home builder companies actually work.

Selection sheets with photo + sign-off

Each room has its selection sheet. Cabinet, flooring, paint, fixtures. Photo per choice. Buyer signs via SMS. Audit trail end-to-end.

Sub schedule by phase with SMS confirmations

Subs see their dates + scope. Confirm or request change. Conflicts surface visually on the project dashboard.

One-click draw packages

Phase marks complete. Smarfle bundles photos + lien waivers + invoice into the draw package. Send to bank. Funding releases in days, not weeks.

Every home builder 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, 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.

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

Is Smarfle the right fit for your home builder business?

We built this for a specific type of business owner. Tap each one that sounds like you.

We built this for you if...

Tap the ones that resonate

This probably isn't for you if...

And that's okay

Top feature for home builder

Draw packages that get funded in days

Most builders take 5-7 days to assemble a draw package. Smarfle's one-click bundling cuts that to 1 day. Faster funding = less out-of-pocket float = healthier margin.

Photo + lien waiver bundlingPhase completion triggersBank-ready PDFs

The full home builder toolkit, in detail

Three ways Smarfle transforms how you operate, get paid, and grow.

1

Room-by-room selection sheets

Buyer sees the selection sheet per room. Picks cabinet, flooring, fixtures with photos.

2

SMS sign-off

Selections marked final get sent for SMS e-signature. Audit trail in case of disputes.

3

Cost roll-up

Each selection has its cost. Buyer sees the running total vs allowance in their portal.

Home Builder CRM

Home Builder CRM for Custom Builds Without Enterprise Overhead

Home building is the longest sales-to-delivery cycle of any service business: 4-9 months from contract to closing, 25-40 subcontractors, hundreds of buyer selections (cabinets, flooring, fixtures, paint), and bank draws that demand documentation. Most home builder CRM options are either enterprise tools like BuilderTrend ($300+/month, assumes a dedicated PM), or QuickBooks-plus-spreadsheets. Smarfle is built for the middle: custom + semi-custom builders doing 3-15 homes per year who need real selection tracking + sub coordination + draw billing without the enterprise price. Tracks every buyer decision, every sub schedule, and every bank draw on one project record.

A home builder CRM that holds selections, subs, draws, and the punch list in one tool is what lets a 5-home/year custom builder scale to 20 without hiring a dedicated PM.

Buyer selections logged + signed

Cabinets, flooring, fixtures, paint colors, appliances. Each selection logged with photo, vendor, cost. Buyer signs the selection sheet via SMS. No 'I never picked that' arguments at walk-through.

Subcontractor schedule per project

Excavation, foundation, framing, MEP rough, drywall, paint, cabinets, trim, finish. Each sub gets their dates + scope pushed via SMS. Confirmations roll up to your dashboard.

Bank draws tied to phase completion

Most custom builds use construction loans with 4-7 draw inspections. Smarfle generates the draw request with completion photos + lien waivers. Bank signs off, draw releases, you keep building.

Walk-through punch list mobile-first

Final walk-through with buyer. Open the punch list on your phone, log each item (paint touch-up, door rub, missing trim) with photos. Sub assignments + ETAs surface in the buyer's portal automatically.

Home Builder CRM questions

For builders doing 3-15 homes per year, yes. BuilderTrend is great enterprise software but assumes you have a dedicated project manager. Smarfle covers selections, subs, draws, and walk-through at $99-349/month vs $300-500. For larger production builders (50+ homes per year), BuilderTrend still makes sense.
Each room has its selection sheet (kitchen: cabinets, hardware, countertop, backsplash, faucet, range hood, fridge model). Buyer picks each with photo references. Selections marked final get sent for SMS e-signature. Material orders generate from approved selections.
Bank gets a view-only portal link per loan. They see phase status, completion photos, lien waivers, and draw requests. Speeds up funding because they are not waiting on email.
Phase marks complete in Smarfle. System bundles the completion photos + lien waivers from each sub + the draw request invoice into a single PDF package. You send to the bank. Most banks fund within 3-5 business days vs the 7-14 days it takes when you compile manually.
Yes. Post-closing, the buyer can submit warranty claims through the portal. Each claim tied to the home record. You assign the right sub to address it. Tracks resolution time for service-level reporting.
Yes. Each sub gets a portal login that shows only their assigned scope per project. They see dates, scope, contact info, and can upload completion photos + sign lien waivers from their phone.

Why businesses stay

A Florida company that treats you like a partner

We answer requests the same day. If your business needs a new feature, or an existing one changed, it gets built fast, often by the next day. Ihor Lavrenenko puts his name on this product: he has helped hundreds of local businesses grow, and Smarfle is how that experience shows up in your operation every morning.

Based in Orlando, Florida|Same-day support answers|Feature requests shipped fast
Meet the team behind Smarfle

Ready to run your home builder business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

7 days free · No credit card · Cancel anytime