CRM for Web Development Agency

Web Dev Agency Software That Ships Projects and Collects Payments

Stop losing profit to unclear milestones and invoices that go out weeks late. Smarfle keeps your projects on track, your team aligned, and your billing automated.

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Smarfle CRM - Web Development Agency Dashboard
Active Projects

11

Milestones Due This Week

5

Monthly Recurring Revenue

$8,400

Team Utilization

82%

Recent Jobs

Evergreen Wellness

E-Commerce Redesign

Development

Signal Analytics

SaaS Dashboard Build

Client Review

Coastal Bistro

Restaurant Website

Launched

Hartley & Associates

Monthly Hosting + Maintenance

Active Retainer

Sound familiar?

Projects Drag On Without Clear Milestones

Websites and applications start with enthusiasm but lose momentum when milestones are vague. Without visible progress markers, clients get anxious, your team loses focus, and the launch date keeps sliding.

Hosting and Maintenance Revenue Gets Lost

Monthly hosting and maintenance retainers should be your most reliable income. But manual invoicing means some clients pay late, some never get billed, and your recurring revenue has leaks you do not notice until quarter end.

Client Feedback Loops Create Endless Revisions

Clients send feedback through email, Slack, text, and phone calls. Your team pieces together conflicting requests, builds the wrong thing, and the revision cycle stretches far beyond what was scoped.

Built for web development agency businesses

Not a generic CRM. Every feature is tailored to how web development agency companies actually work.

Milestone-Based Project Tracking

Create projects with defined phases: discovery, design, development, testing, and launch. Track progress through each milestone and keep clients informed on where their project stands.

Milestone and Recurring Invoicing

Bill at project milestones or on recurring monthly cycles for hosting and maintenance. Invoices generate from project records so billing stays tied to actual deliverables.

Client Portal for Feedback and Approvals

Clients log in to see project progress, provide feedback in one place, and approve milestones. Centralized feedback eliminates the confusion of scattered communication channels.

Developer Assignment and Sprint Planning

Assign developers to projects and track workload across the team. See who is available for new work and who is at capacity so you can plan sprints realistically.

Project Profitability and Revenue Reports

Track revenue per project, client, and service type. Compare estimated vs actual hours to identify which projects are profitable and improve your scoping accuracy.

Is Smarfle the right fit for your web development agency business?

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Top feature for web development agency

Milestone Billing That Ties Payment to Progress

Every project phase has a defined deliverable and payment trigger. When your client approves a milestone, the invoice generates automatically. This keeps cash flow aligned with project progress and eliminates the awkward conversation about when the next payment is due.

Milestone TrackingSprint PlanningClient ApprovalsRecurring Billing

Everything your web development agency business needs

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

1

Milestone Dashboard

See every project with current phase, upcoming milestones, and team assignments. Filter by developer, project type, or status to manage your pipeline.

2

Phase Tracking

Projects move through discovery, design, development, testing, and launch. Each phase has defined deliverables and acceptance criteria so everyone knows what done looks like.

3

Developer Workload View

See how many projects each developer is assigned to and their upcoming deadlines. Balance work across the team and avoid burnout during heavy delivery periods.

4

Client Feedback Hub

All client feedback lives in the project record. No more searching through email, Slack, and text messages to find what the client actually asked for.

Plans that grow with your web development agency 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)
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
  • 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)
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Web Development Agency CRM questions

Yes. Each client can have multiple active projects with separate milestones, team assignments, and billing schedules. Everything rolls up to a single client view.
You define milestones with deliverables and payment amounts when the project is scoped. When the client approves a milestone, the invoice generates automatically.
Yes. Clients log in to see project progress and leave feedback on deliverables. All feedback is centralized in the project record so your team has a single source of truth.
You set up recurring invoices for each hosting or maintenance client. Invoices generate and send automatically each month so your recurring revenue is always billed on time.
Yes. Each project has estimated hours per phase. As your team logs time, you see actual hours alongside estimates so you can identify overruns and improve future scoping.
Yes. The developer workload view shows assignments, deadlines, and utilization per team member. This helps you distribute work evenly and plan capacity for new projects.
Project profitability, team utilization, revenue by client and project type, milestone completion rates, and outstanding receivables. All reports can be filtered by date range.
Yes. You can manage one-off development projects with milestone billing alongside ongoing hosting and maintenance retainers with recurring invoicing in the same system.

Ready to run your web development agency business from one place?

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

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