CRM features for service businesses
From the first client call to the final payment. 55 features built specifically for service businesses.
What are you trying to fix?
I keep missing calls
Answer every call without hiring, and see which ones were real work.
I want to get paid faster
Invoice from the finished job and give the customer something to tap.
I need next week filled
Let customers book themselves, and bring the old ones back.
My day is chaos
See the whole day, move a job, and cut the driving between stops.
I do not know what I made on a job
Put parts, labor and expenses against the job and read the margin.
Customers ask me the same things
Give them a place to look without phoning the office.
Nobody can find my business
Rank on Maps, keep the listing active, and publish pages that get found.
All 55 features
Every feature in Smarfle, in one list.
Advanced Reporting
Revenue trends, technician productivity, top services, and client growth.
AI Call Receptionist
24/7 AI voice answering that books jobs, sends SMS, and transfers to live support using real-time business context.
AI for SMS, Email, and Summaries
AI-drafted SMS, emails, and work order summaries powered by Claude.
AI Website Builder
Full business website generated from your CRM data. AI writes copy from your services and areas, contact forms capture leads.
API Access
Per-org API keys, lead-capture endpoint, and HMAC-signed outgoing webhooks for 7 event types. Build custom integrations without waiting on us.
Appointment Self-Booking
Client self-scheduling via portal with automated confirmations.
Audit Log
Automatic activity tracking with timestamps, user attribution, and team accountability.
Automated Email Notifications
Invoice delivery, job notifications, and payment receipts via Resend.
Automated SMS Notifications
Appointment reminders, job updates, and invoice notifications via Twilio.
Bulk SMS Campaigns
Text hundreds of clients at once with merge fields, audience filters, STOP/START opt-out handling, and per-message billing.
Calendar and Scheduling
Visual month and week calendar with technician color coding, click-to-create, and dispatch views.
Call Tracking
Forward to your own phone and get a recording, a speaker-labeled transcript, and a summary on the customer record.
Client Communication History
One Inbox thread per customer, with every text, email, call and note, and who is still waiting for a reply.
Client Management
Full client lifecycle with statuses, import/export, and revenue tracking.
Client Referral Program
Every client gets a referral code with auto-applied discount and referrer reward. Portal-native, end-to-end tracked.
Client Self-Onboarding Portal
A portal with your logo and colors where customers book, approve estimates, pay and message you.
Client Tags
Color-coded tags for VIP, Commercial, Snowbird, and any segment you need. Filter lists and target campaigns by tag.
Company Landing Pages
Auto-generated SEO landing page with services, reviews, and structured data.
Conversion Tracking
Every lead from calls, texts, forms, and bookings in one place with its source recorded, and revenue traced back to the page that produced it.
Custom Branding
Your logo on portals, branded invoices, and optional custom domain.
Custom Fields
Text, number, date, or select fields on the client record. JSONB-backed, auto-save, filterable, visible on work orders.
Dispatch Kanban Board
Kanban board with By Technician and By Status views. Drag-drop to reassign or move through the pipeline. Mobile-friendly.
Document Storage
Store contracts, permits, and photos on the client record. Private by default, toggle to share with the portal. 25 MB per file.
Email Templates Library
10 preset templates with 14 merge fields. Send appointment confirmations, review requests, and past-due reminders in one click.
Estimates and Quotes
Send professional estimates, let clients accept online, and convert to work orders and invoices with one click.
Expand Business
Data-backed market study. Rank nearby cities by demand, competition, income, and drive time before you open your next branch.
Free Mobile App for Your Business
Installable phone app for your crew and customers. Works with no signal and shows alerts on the lock screen.
GBP Review Requests
Auto-send review requests after jobs. Route 5-star reviews to Google.
GMB Post Scheduling
Schedule Google Business Profile Updates, Events, and Offers. Recurring posts auto-regenerate so your listing never goes quiet.
Google Business Profile Grid Tracker
GPS grid scanning with keyword tracking and rank heatmap visualization.
Google Search Console Reports
Daily-synced Google Search Console data with keyword tracking and branded traffic split.
Integrations
Native Stripe, Twilio, Resend, Google, Claude, DataForSEO, and more. No Zapier tax, all keys in one place.
Inventory & Parts Management
Parts catalog, auto stock deduction on work orders, low-stock alerts, and true per-job profit math with parts cost included.
Invoice Management
Full invoicing with line items, PDF export, aging reports, and overdue detection.
Job Checklists
Per-service checklist templates auto-attach to work orders. Techs check off in the field, QA reviews on the record.
Job Management
Work orders with full lifecycle, photo uploads, and one-click invoicing.
Lead Generation
Featured directory placement, tracked calls, and quote requests you accept or pass free. Flat price per lead.
Lead Management
Capture inquiries from every channel, route + qualify fast, convert with source attribution tracking.
Maintenance Reminders
Schedule 3 / 6 / 12 month reminders at job completion. Smarfle sends the email or SMS and the client re-books in one click.
Manager, Technician, and Client Accounts
Five account types with granular permissions and role-specific dashboards.
Multi-Location Branches
Manage multiple locations with per-branch filtering and reporting.
One-Click Data Export
One-click CSV export for clients, services, work orders, and invoices.
Payment Links
One-click Stripe payment links in SMS, email, and PDF invoices so clients pay instantly.
Payments
Take card, ACH, Apple Pay and Google Pay on any invoice. Money lands in your own bank, and the platform fee is 0.5%.
Per-Job Expense Tracking
Track parts, materials, and subcontractor costs per work order. Real-time gross profit math on every job.
Recurring Work Orders
Auto-generate weekly, biweekly, monthly, or quarterly jobs from templates.
Route Optimization with Google Maps
Google Maps integration with multi-stop navigation and dispatch maps.
Service Management
Service catalog with one-time and recurring billing, Stripe sync.
Spam Call Filtering
Screen robocalls before they ring. Known clients and mobile callers skip the step, and screened calls are never billed.
Team Management
Invite technicians and managers with role-based permissions.
Time Tracking
Log time per work order, auto-entry on completion, and billable hours on the invoice at each tech's bill rate.
Two-Factor Authentication
TOTP 2FA with any authenticator app. QR code enrollment, AAL2 session enforcement, role-gated requirement.
Webhook System
API key management, lead capture endpoint, and event-based triggers.
Work Order Photo Uploads
Before/after photos on work orders with mobile camera and lightbox viewer.
Workflow Automation
7 triggers, 5 action types, delay scheduling. Automate follow-ups, reminders, review asks, and every repeatable task.
What Smarfle does not do
Worth knowing before you spend a week on a trial.
- Parts stock is one figure for the business. There is no per-van or per-truck stock.
- No live QuickBooks or Xero sync. Data comes out as CSV.
- You can import clients, services, inventory and jobs. Invoices do not import.
- The mobile app installs from the browser. There is no App Store build.
- The website builder and custom domains need the Starter plan or higher.
Ready to streamline your business?
Start your 14-day free trial. No credit card required.