Web Dev Agency Software That Ships Projects and Collects Payments
Projects ship and retainers pay the rent. Smarfle books scoping calls, invoices by milestone, auto-bills maintenance plans, and follows up on every stalled proposal. From $19/month.
11
5
$8,400
82%
Evergreen Wellness
E-Commerce Redesign
Signal Analytics
SaaS Dashboard Build
Coastal Bistro
Restaurant Website
Hartley & Associates
Monthly Hosting + Maintenance
Everything a web development agency 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 web development agency workflows below.
Web Development Agency Scheduling Software
Client check-ins + sprint reviews + project kickoffs. Web dev agency scheduling spans the project lifecycle. Smarfle's recurring + multi-stakeholder + public booking handle it.
Learn moreWeb Development Agency Billing Software
Web dev agency billing is a 3-mode hybrid: milestone-billed projects ($15k-150k builds), hourly retainers ($10k-50k/month for ongoing dev work), and monthly maintenance retainers ($500-3k/month for hosting, security, updates). Smarfle handles all three on one engine: milestone invoicing with payment-link approval, time-tracking-to-invoice conversion for hourly, and recurring auto-charge for maintenance. No more juggling Harvest + FreshBooks + Stripe Subscriptions and reconciling at month-end.
Learn moreWeb Development Agency Invoicing Software
Project milestone done = invoice generated + sent in 30 seconds. Monthly retainer + project + hosting fees all handled.
Learn moreThe growth side, built in
Dev Agency Call Tracking
Project inquiries deserve the same instrumentation you build for clients. Calls are recorded, attributed, and logged to the deal.
Reviews & Google Business Profile
A strong profile and client reviews are the portfolio pieces prospects check before the portfolio itself.
Website & Lead Follow-Ups
Project brief forms scope budget and timeline upfront, and follow-ups keep proposals moving through stakeholder review.
Plans that grow with your web development agency 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 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.
Maintenance Plan Billing
Hosting and care plans auto-charge monthly, turning project clients into recurring revenue.
Every web development agency 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 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.
Is Smarfle the right fit for your web development agency business?
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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.
The full web development agency toolkit, in detail
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.
Web Development Agency CRM questions
Related industries
Other trades using Smarfle to run their book of business.
Why 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 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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