Stop Losing MSP Clients to Slow Response Times
Missed tickets and forgotten contract renewals cost you clients. Smarfle keeps your support queue organized, your SLAs on track, and your recurring revenue protected.
18
3
$12,400
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Apex Law Group
Server Migration
Coastal Dental
Workstation Setup (5 units)
Brightside Realty
Network Troubleshooting
Summit Accounting
Monthly Maintenance
Where managed it / msp businesses lose time and money
The day-to-day friction every managed it / msp owner recognizes.
Support Tickets Pile Up Without Visibility
Clients email, call, and text with issues that end up in different inboxes. Without a single queue, tickets get lost, response times blow past SLA thresholds, and clients start shopping for a new provider.
Contract Renewals Slip Past Unnoticed
Managed service agreements renew annually or quarterly, but tracking dozens of renewal dates manually means some expire without a conversation. Clients quietly cancel or renegotiate with a competitor.
Technician Workloads Are Impossible to Balance
One tech is buried under fifteen open tickets while another has three. Without workload visibility, you cannot redistribute effectively, and the overloaded tech starts making mistakes from rushing.
Built for managed it / msp businesses
Not a generic CRM. Every feature is tailored to how managed it / msp companies actually work.
Centralized Support Ticket Queue
Every client request becomes a work order in one queue. Priority levels, assigned technicians, and status updates are visible at a glance so nothing falls through the cracks.
Contract and SLA Tracking
Attach service agreements to client records with renewal dates and SLA response targets. Smarfle flags contracts approaching expiration and highlights tickets at risk of breaching response windows.
Technician Workload Dashboard
See how many open tickets each tech carries, their average resolution time, and which clients they support. Reassign tickets in seconds to balance the load across your team.
Automated Client Notifications
Clients receive SMS and email updates when their ticket is received, assigned, in progress, and resolved. Fewer angry follow-up calls asking for status updates.
Client Portal for Ticket Visibility
Each client gets a portal login to submit requests, track open tickets, view resolution history, and download invoices. Self-service access reduces your support burden.
Specialized managed it / msp solutions
The workflows every managed it / msp business lives or dies by, each with a dedicated guide.
Managed IT / MSP Scheduling Software
Book recurring visits, one-off jobs, and appointments on a shared calendar that the office and field both see.
Learn moreManaged IT / MSP Billing Software
Recurring service plans on auto-pilot. Save customer cards, auto-charge monthly maintenance, stop chasing payments.
Learn moreManaged IT / MSP Invoicing Software
One-click invoicing from completed managed it / msp jobs. Stripe payment links, aging report, and overdue reminders built in.
Learn moreIs Smarfle the right fit for your managed it / msp business?
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SLA Compliance Tracking That Protects Your Contracts
Every ticket tracks time from creation to first response and from first response to resolution. When a ticket approaches its SLA threshold, the system flags it so you can escalate before the breach happens. Pull SLA compliance reports by client or time period.
Everything your managed it / msp business needs
Three ways Smarfle transforms how you operate, get paid, and grow.
Ticket Queue with Priority Sorting
All client requests land in one queue sorted by priority and SLA deadline. Assign tickets to technicians with a single click and track status in real time.
Time Tracking per Ticket
Technicians log time spent on each ticket directly in the work order. Billable hours roll up into invoices automatically at the end of the billing cycle.
Site Documentation Library
Store network diagrams, login credentials, hardware inventories, and configuration notes on each client record. Techs access it all from their phone before arriving on site.
Technician Workload Balancing
View each tech's open ticket count, average resolution time, and current assignments. Drag tickets between techs to balance the load in seconds.
How an MSP ticket flows through Smarfle
From the first 'something's broken' ticket to a renewed contract — managed service tracked end-to-end.
- 1
Ticket lands
Client portal, web form, AI receptionist for after-hours calls. Becomes a work order with the affected user, system, and severity captured.
- 2
Tier-1 dispatched on-call
Calendar shows on-call rotation. Work order routes to the right tech based on contract level (custom fields).
- 3
Remote or on-site work logged
Tech logs steps taken, time tracking against billable hours or contract minutes, parts pulled from inventory if a hardware swap is needed.
- 4
Resolution documented
Job checklist enforces resolution, root cause, and customer-confirmed-working steps. Photos for hardware fixes, screenshots for software.
- 5
Monthly retainer + project bills + review
Recurring monthly retainer billing via Stripe Connect. Project work invoiced separately from billable hours. Review request after major project completion.
Same flow for every managed it / msp business, only the terminology and details change.
Stop losing MSP calls when production's down
Server crashes at 7 AM. CEO's email is broken before a board meeting. Customer pays for SLA — if you don't pick up, they call your competitor for next year's contract.
How AI Receptionist works- Production-down emergencies inside SLA windows
- After-hours weekend issues your contract covers
- New-prospect inquiries from referrals
- Renewal reminders the AI can route to your account team
- AI confirms ticket priority and pages on-call tech via SMS
Always on. Never misses an after-hours managed it / msp call.
Plans that grow with your managed it / msp business
All plans include a 7-day free trial. No credit card required.
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 3 users (1 owner + 2 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 →
Managed IT / MSP CRM questions
Related industries
Other trades using Smarfle to run their book of business.
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B2B tech services on retainers and projects. Same client-portal and recurring-billing model.
ExploreSecurity & Alarm CRM
Low-voltage and network overlap. Many MSPs add cameras, access control, and alarm monitoring.
ExploreConsulting CRM
Retainer-based professional services with recurring invoices and a client portal.
ExploreReady to run your managed it / msp business from one place?
Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.
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