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.
11
5
$8,400
82%
Evergreen Wellness
E-Commerce Redesign
Signal Analytics
SaaS Dashboard Build
Coastal Bistro
Restaurant Website
Hartley & Associates
Monthly Hosting + Maintenance
Where web development agency businesses lose time and money
The day-to-day friction every web development agency owner recognizes.
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.
Specialized web development agency solutions
The workflows every web development agency business lives or dies by — each with a dedicated guide.
Web Development Agency Scheduling Software
Shared calendar with public booking, recurring sessions, and auto-reminders that cut no-shows in half.
Learn moreWeb Development Agency Billing Software
Recurring billing on auto-pilot. Save customer cards, auto-charge subscriptions, no chasing payments.
Learn moreWeb Development Agency Invoicing Software
One-click invoice from completed work. Stripe payment links, aging report, automatic reminders.
Learn moreIs Smarfle the right fit for your web development agency business?
We built this for a specific type of business owner. Tap each one that sounds like you.
We built this for you if...
Tap the ones that resonate
This probably isn't for you if...
And that's okay
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.
Everything your web development agency business needs
Three ways Smarfle transforms how you operate, get paid, and grow.
Milestone Dashboard
See every project with current phase, upcoming milestones, and team assignments. Filter by developer, project type, or status to manage your pipeline.
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.
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.
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.
How a web project flows through Smarfle
From discovery to launch — projects, milestones, and billables in one place.
- 1
Lead from inbound channel
Web form, AI receptionist, or referral. Each becomes a client record with project type, tech stack, and timeline captured.
- 2
Discovery + proposal
Calendar slot for the discovery call. Proposal built from line items (discovery, design, dev, QA, launch).
- 3
MSA + deposit + project kickoff
MSA via e-sign, deposit via Stripe payment link, project becomes a work order with milestone-based progress invoicing.
- 4
Sprints tracked
Time tracking per developer against billable hours, expenses for hosting/services, sprint deliverables attached to the client record.
- 5
Launch + maintenance bill + review
Final invoice on launch via Stripe payment link. Recurring monthly maintenance billing via Stripe Connect. Review request after launch.
Same flow for every web development agency business — only the terminology and details change.
Stop losing web project leads when the team's deep in code
Devs are in flow, designers are in Figma, project managers are in standups. Phone rings — no one breaks focus. Qualified leads call the next agency.
How AI Receptionist works- RFP calls from prospects with budget and clear scope
- Referrals from existing clients calling to refer a friend
- Existing-client urgent calls about production issues
- Inbound from your own marketing content
- AI qualifies (project size, timeline, budget) before booking the discovery
Always on. Never misses an after-hours web development agency call.
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
- 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)
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
- GMB rank tracking
- Voice AI receptionist (usage-based)
Business
Multi-location operations
- 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)
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Web Development Agency CRM questions
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.
7 days free · No credit card · Cancel anytime