Updated
Web development agency CRM software
Web development agency CRM software organized by milestone and approval. Each project carries its dates and checklist, hosting and maintenance bill automatically, and client texts land on one record instead of five threads.
11
5
$8,400
82%
Evergreen Wellness
E-Commerce Redesign
Signal Analytics
SaaS Dashboard Build
Coastal Bistro
Restaurant Website
Hartley & Associates
Monthly Hosting + Maintenance
Software for web designers, from project billing to client records
You bill milestones, sell hosting plans and fight scope creep on revisions. Smarfle collects your deposits, bills each milestone and charges hosting plans every month.
Web development agency scheduling software
Each project sits on the calendar with its developer and launch date, colored by person.
Web development agency billing software
Hosting and maintenance plans charge the client's saved card monthly, each charge with its own invoice.
Web development agency invoicing software
Milestones go out as invoices when they ship, and business clients pay by card or ACH from a link.
Calls, reviews and your web development agency website in one account
Web agency call tracking
Website prospects call two or three studios. Each call is recorded, and a missed one gets a text back.
Reviews and Google Business Profile
Clients asked for a review after launch build the rating prospects check before booking a discovery call.
Website and lead follow-ups
Project inquiries through your website create client records, and proposals awaiting a signature get automated reminders.
Web design CRM plans that grow with your studio
All plans include a 14-day free trial. No credit card required.
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Professional
Growing service businesses
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
Three web agency problems Smarfle fixes
Proposals without deposits
Send the proposal as an estimate the client signs online with a deposit, so work starts paid.
Feedback in five threads
Client texts thread on the client record, and notes from calls sit beside them, so feedback stays with the project.
Revision rounds given away
Price an extra revision round as its own estimate, and the client signs before your team starts it.
Four ways to answer web development agency calls
Set how the studio number behaves during sprints, and every call is logged on the client, answered or not.
Plain forwarding
$0.04/min
Rings your phone, and every call is logged as answered or missed.
Forward with call tracking
$0.10/min
Rings your phone; calls are recorded, transcribed and saved to the customer.
Busy message and text-back
~$0.05/call
Plays your message, then texts the caller. Replies land in your Inbox.
AI receptionist
$0.25/min
The AI answers, qualifies the caller and books the job, day or night.
Spam screening comes with every mode. Unknown callers press a key before the call connects, and screened calls cost nothing. How spam screening works
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
How a web project flows through Smarfle
A website project, inquiry to hosting.
- 1
Website inquiry
Calls, texts and website inquiries create a client with the project type noted.
- 2
Proposal signed with deposit
The client signs the proposal online and pays the deposit before kickoff.
- 3
Build scheduled
The project gets a developer, a launch date and a checklist from its service.
- 4
Development
Hours are logged against the project as the team works.
- 5
Launched and hosted
The final milestone is invoiced, and the hosting plan starts on the saved card.
Web studios Smarfle fits
Small web design and creative studios that bill projects, milestones and hosting plans.
A good fit if
Probably not a fit if
Everything Smarfle does for a web agency
A project page with your logo
Each client sees your logo, their invoices, receipts and released files on one link, and pays a milestone there.
Profit on every project
Hours at each developer's rate and outside costs sit beside the project's invoices, with the margin worked out.
Events sent to your tools
Events like invoice paid or a new client post to your own webhook, signed so your system knows they are real.
CRM for web design agency work, behind the project
The build is yours, and the business around it needs structure. Launch checklists, contractor limits, support texts and an edit history give it some.
Launch checklist on every project
Save the launch checklist on the service, so every project opens with the same steps to tick off.
Contractors kept away from rates
Developers on the technician role see only their assigned projects and those clients, never rates or invoices.
Support texts kept with the client
Clients text your studio number, and the thread stays on their record so any developer can see what was asked.
Who changed a project, and when
Every change carries the person and the time, so a scope dispute starts from the record.
Get more clients for your web agency
Web development lead generation
Build, host, maintain. That is years of revenue from one signature. Smarfle finds the businesses in your area looking for a new site and sends the project type with the request, so proposal time goes to real budgets.
Flat pricing per accepted lead
Web Development Agency leads run about $35 each. You see the job and ZIP first, then accept or pass free, with no lead budget or bidding.
When leads start
Google needs time to rank the pages we add around you, so plan for up to two months. You pay per lead, never for waiting.
Requests arrive pre-qualified
Each request comes with the customer's answers to “What do you need?” and “Do you have a site already?”, so your callback quotes the job instead of interviewing.
Fair by design
Your existing customers and repeat requests are always free, and a bad lead can be disputed for a wallet refund.
Questions dev shops ask before choosing a web design CRM
Related industries
Other professional service firms with a similar workflow.
Marketing agency CRM
Retainers, campaigns and client reporting.
Consulting CRM
Hourly work and statements of work.
Coworking CRM
Membership billing with saved cards.
Switching to Smarfle from other web agency software?
Your clients, services and past projects are brought in for you. Hosting plans restart once each client adds a card.
- Comes across
- Clients, services with prices, and past projects with their dates and prices.
- Set up fresh
- Recurring plans and saved cards, since card numbers never move between systems.
- Stays in your old system
- Past invoices, so export them as a file before you cancel.
Why businesses stay
Who you are buying from
Ihor Lavrenenko, founder of Smarfle and author of Rank, Ring, Repeat, a local SEO guide for business owners, puts his name on this product after helping hundreds of local businesses grow. Ask for a feature or a change and it is often built by the next day.
Try Smarfle free for 14 days
No credit card. Import your clients and start the next project today.
14 days free · No credit card · Cancel anytime