CRM for Managed IT / MSP

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.

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Smarfle CRM - Managed IT / MSP Dashboard
Open Tickets

18

SLA At Risk

3

Monthly Recurring

$12,400

Resolved Today

7

Recent Jobs

Apex Law Group

Server Migration

In Progress

Coastal Dental

Workstation Setup (5 units)

Scheduled

Brightside Realty

Network Troubleshooting

Urgent

Summit Accounting

Monthly Maintenance

Completed

Sound familiar?

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.

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Top feature for managed it / msp

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.

SLA TrackingTicket PriorityResponse Time AlertsCompliance Reports

Everything your managed it / msp business needs

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

1

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.

2

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.

3

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.

4

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.

Plans that grow with your managed it / msp business

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

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
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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
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
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
  • Voice AI receptionist (usage-based)
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Managed IT / MSP CRM questions

Yes. Each client gets a portal login where they can describe their issue and submit a request. The ticket appears immediately in your queue with the client details and priority level attached.
Each ticket tracks elapsed time from creation to first response and from first response to resolution. You set SLA targets per client or contract tier, and the system flags tickets approaching their deadline.
Yes. Technicians log time on each ticket, and hours beyond the contract allowance can be invoiced as overage at whatever rate you set. The invoice includes ticket references for transparency.
Smarfle covers client management, ticketing, invoicing, and communication. If you need deep RMM integration or automated patch management, you would keep your RMM tool and use Smarfle for the client-facing side.
Yes. Each client record has a notes and documentation section where you can store network diagrams, hardware inventories, credentials, and configuration details your technicians need on site.
You attach a service agreement to each client with start date, end date, and renewal terms. The system alerts you when contracts approach expiration so you can send renewal proposals proactively.
Yes. The workload dashboard shows open tickets per technician, average resolution time, and current assignments. You can reassign tickets from this view to balance the team.
Yes. Clients receive SMS and email notifications when their ticket is received, assigned to a technician, and resolved. You can also send manual updates from the ticket detail page.

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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