MSP CRM and Billing Software That Keeps Clients Renewing
MRR only counts when it collects. Smarfle tracks clients and contracts, bills recurring agreements automatically, reminds on renewals, and keeps a clean record of every environment. From $19/month.
18
3
$12,400
7
Apex Law Group
Server Migration
Coastal Dental
Workstation Setup (5 units)
Brightside Realty
Network Troubleshooting
Summit Accounting
Monthly Maintenance
Everything a managed IT / MSP 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 managed IT / MSP workflows below.
Managed IT / MSP Scheduling Software
Recurring monthly contracts + project work + emergency tickets. MSP scheduling spans all three. Smarfle's recurring + ticket triage keep the team focused.
Learn moreManaged IT / MSP Billing Software
MSP billing is recurring revenue with sharp edges: per-seat contracts that change when clients hire and fire, project work billed alongside the monthly agreement, and true-ups that surface awkward conversations months late. Do it in spreadsheets and invoicing eats the first three days of every month; get it wrong and you either leak seats you are servicing for free or bill a client for someone who left in March. Smarfle runs MSP billing as an engine: contracts auto-charge monthly, seat changes prorate from the date they happen, projects invoice on milestones, and the MRR view finally matches reality.
Learn moreManaged IT / MSP Invoicing Software
Project done = invoice generated. Per-ticket billing + monthly maintenance + project work all handled with auto-send + Pay Now.
Learn moreThe growth side, built in
MSP Call Tracking
Prospect calls land while you are deep in an incident. Tracked and logged, they get a text-back before the prospect tries the next provider.
Reviews & Google Business Profile
IT buyers check reviews to gauge response times. Testimonials from long-retained clients close contracts your proposals start.
Website & Lead Follow-Ups
Assessment request forms qualify environment size upfront, and follow-ups nurture the switches that take a contract cycle to land.
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 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 →
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.
Contract Renewal Reminders
Agreement end dates trigger renewal conversations early, protecting MRR before a competitor gets the meeting.
Every managed IT / MSP 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.
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.
Is Smarfle the right fit for your managed IT / MSP business?
We built this for a specific type of business owner. Tap each one that sounds like you.
We built this for you if...
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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.
The full managed IT / MSP toolkit, in detail
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.
Managed IT / MSP CRM questions
Related industries
Other trades using Smarfle to run their book of business.
Web Development Agency CRM
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.
ExploreWhy 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.
Ready 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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