What it is
Smarfle is a CRM and marketing platform for local service businesses, bringing client, job, invoice, team, and growth management into one service. It is tailored to 56 business types across field service, professional services, and appointment-based work. Teams can create work orders, assign technicians, track job status, upload field photos, and schedule recurring jobs. Its AI receptionist can answer calls using business context, book appointments, send confirmation texts, and transfer calls to live support; it can operate 24/7 or after hours. Directory Leads offers quote requests at a flat price per accepted lead, with an option to review the job and ZIP code and pass for free. The browser-based app works on iPhone, Android, and desktop, and supports offline entry that syncs when reconnected. Plans start at $19 a month and include a seven-day free trial without a card. Metered usage is charged separately.
Who it suits. Smarfle suits local service businesses that want client and job management alongside marketing tools. Its stated audience spans field service, professional services, and appointment-based businesses.
Good
- Work orders support technician assignments and field photos.
- AI receptionist can book appointments and send confirmations.
- Leads can be reviewed before accepting at a flat price.
- Offline entries sync when connection returns.
Watch for
- No free plan is available.
- Metered usage is charged separately.
- No live QuickBooks connection is offered.
- Existing phone numbers cannot currently be ported.
Verdict
Smarfle combines job coordination, client management, and marketing functions for local service businesses. Consider its separate usage charges and lack of a live QuickBooks connection when assessing fit.
Plans and prices
| Plan | Price | Billed |
|---|---|---|
| Solo | $19 a month | $19/mo; month-to-month |
| Starter | $99 a month | $99/mo; month-to-month |
| Professional | $199 a month | $199/mo; month-to-month |
| Business | $349 a month | $349/mo; month-to-month |
From Smarfle's own pricing page, checked 29 Sept 2026. Every plan
What the maker publishes
- AI receptionist
- Its AI receptionist can answer calls using business context, book appointments, send confirmation texts, and transfer calls to live support; it can run 24/7 or after hours. source
- Audience
- The platform is tailored to 56 business types across field service, professional services, and appointment-based businesses. source
- Founder and location
- Smarfle identifies Ihor Lavrenenko as its founder and says it is built in Orlando, Florida. source
- Free plan
- No source
- Headquarters
- Orlando, Florida, United States source
- Integrations
- The maker lists native integrations including Stripe, Twilio, Resend, Google, Claude, and DataForSEO, along with API access and webhooks. source
- Job management
- Users can create work orders, assign technicians, track job status, upload field photos, and set recurring jobs. source
- Lead generation
- Directory Leads offers quote requests at a flat price per accepted lead, and businesses can review the job and ZIP code and pass for free before accepting. source
- Mobile access
- The maker says its browser-based app can be added to a phone home screen, supports offline entry that syncs on reconnection, and works on iPhone, Android, and desktop. source
- Notable limitations
- Smarfle says it does not currently port existing phone numbers or offer a live QuickBooks connection; it recommends forwarding an existing number and exporting accounting data to CSV. source
- Payments and usage costs
- Plans exclude metered usage; the pricing page lists SMS at $0.03 per message, email at $0.01 per email, Voice AI at $0.25 per minute, and a 0.5% platform fee on Stripe Connect payments. source
- Product
- Smarfle describes itself as a CRM and marketing platform for local service businesses to manage clients, jobs, invoices, teams, and growth in one place. source
- Security
- Smarfle says it uses row-level security on every table, encrypted connections, granular permissions across five role types, and separates each business’s data. source
- Support
- Smarfle says email or in-app chat reaches its Orlando team, most requests are answered the same day, and the founder handles after-hours support. source
- Trial and cancellation
- All plans include a seven-day free trial with no card required, are month-to-month, and can be canceled anytime without penalties. source
Review
Smarfle is a CRM and marketing platform that brings client records, job coordination, invoicing, and growth tools together for local service businesses. It best suits small teams that want an all-in-one system and can work without a live QuickBooks connection. Its low-cost Solo plan is a practical entry point, but usage charges and steep jumps between plans deserve a close look.
Overview
Smarfle serves 56 types of field-service, professional-service, and appointment-based businesses. The combination of client management, work orders, payments, lead generation, and marketing tools can reduce the need to stitch together separate systems. That breadth is useful for a contractor handling jobs and customer follow-up in one place; it is less compelling for a business that needs a dedicated sales pipeline, which Smarfle does not offer.
The platform supports role-based permissions across five role types, encrypted connections, and separate data for each business. Smarfle says support is available by email or in-app chat through its Orlando team, with most requests answered the same day and the founder covering after-hours support.
Key features
Job coordination and customer management
Users can create work orders, assign technicians, track job status, attach field photos, and schedule recurring work. Invoices and Stripe payments sit alongside client management, while CSV import and export make it possible to move customer and accounting data in or out. The lack of a live QuickBooks connection means businesses that rely on it will need an export-based workflow.
Calls, leads, and follow-up
The AI receptionist can answer calls with business context, book appointments, send confirmation texts, and transfer callers to live support. It can run around the clock or after hours, which may help a small contractor handle inquiries beyond office hours; voice minutes are billed separately. Directory Leads charges a flat price per accepted lead, and businesses can review the job and ZIP code and pass without charge before accepting.
Smarfle also supports SMS and email automation, retention automation, and follow-up automation. Its listed integrations include Stripe, Twilio, Resend, Google, Claude, and DataForSEO, with API access and webhooks on Starter and above.
Mobile access
The browser-based app can be added to a phone’s home screen and works on iPhone, Android, and desktop. Offline entry syncs when a connection returns, a useful safeguard for field work in areas with unreliable service.
Pricing
All plans are month-to-month, include a seven-day free trial with no card required, and can be canceled at any time without penalties. There is no free plan. Prices below are billed monthly; metered usage is extra.
| Plan | Price | Included | Best fit |
|---|---|---|---|
| Solo | $19 a month | 1 user, up to 100 clients, 1 GB storage, booking link and calendar, client management, work orders with photos, invoices and Stripe payments, mobile PWA, CSV import/export | A solo operator who needs the core job and client tools. |
| Starter | $99 a month | Up to 5 users, 200 clients, 1 GB storage, usage-based Voice AI receptionist, GMB rank tracking, Search Console integration, API access and webhooks, branded client portal | A small team seeking call handling, a client portal, and basic search visibility tools. |
| Professional | $199 a month | Up to 10 users, 500 clients, 3 branch locations, 5 GB storage, AI email and SMS drafts, AI work order summaries, GBP Posts and Dashboard, workflow automation, AI website builder | A growing operation that needs multiple branches and more automation. |
| Business | $349 a month | Up to 30 users, 1,000 clients, 10 branch locations, 20 GB storage, priority support, higher AI credit limits | A larger team with wider location and capacity needs. |
Solo keeps the price low but is limited to one user and 100 clients. Starter raises the monthly cost sharply to add team seats, Voice AI, and marketing features; Professional is the first tier with workflow automation and multiple branches. Business chiefly expands seat, client, location, and storage limits while adding priority support and higher AI credit limits.
Usage charges are SMS at $0.03 per message, email at $0.01 per email, Voice AI at $0.25 per minute, and a 0.5% platform fee on Stripe Connect payments. Those charges can change the effective cost for businesses that message frequently, rely on the receptionist, or process significant payment volume.
Platforms
Smarfle supports web, iOS, Android, and API access. Its mobile experience is a browser-based PWA rather than a separately described native app, with offline entry that syncs after reconnection.
Who it's for
Smarfle is a sensible fit for a local contractor or service business that wants client records, work orders, invoicing, and customer follow-up under one roof. Solo is aimed at a one-person operation; the higher tiers make more sense when additional staff, branches, marketing tools, or automation justify the extra monthly cost. Businesses that require live QuickBooks syncing or need to port an existing phone number should look elsewhere or be prepared to use the recommended workarounds: CSV exports for accounting and forwarding for phone calls.
Pros and cons
- Pros: Work orders combine technician assignment, status tracking, photos, and recurring jobs, giving field teams a focused way to coordinate work.
- Pros: The seven-day trial requires no card, and month-to-month terms allow cancellation without penalties.
- Pros: Offline mobile entry syncs after reconnection, which is useful when field connectivity is unreliable.
- Cons: The 0.5% Stripe Connect fee and per-message and per-minute charges add costs beyond the subscription.
- Cons: There is no live QuickBooks connection, so accounting workflows depend on CSV export.
- Cons: Existing phone numbers cannot be ported, requiring call forwarding for businesses that want to keep using them.
- Cons: The Solo plan is capped at one user and 100 clients, so even a small growing team will need a more expensive tier.
Alternatives
For construction-focused project boards and team workflows, consider JobNimbus, which offers project boards, automations, and plans for teams of up to 19 users. If the priority is a sales pipeline with a stated entry price, Pipeline CRM starts at $25 a month when billed annually, with one pipeline and 250 active deals per account.
ProBuilder OS is another paid option with a Solo plan at $49 a month and a focus on leads, customers, estimates, and proposals. TopBuilder is another paid construction software option to consider.
For a professional-services firm seeking an enterprise ERP, Deltek Maconomy offers pricing by demo request. Followup CRM has a Starter plan at $99 a year per user, with a five-user minimum and proposal and automation tools. Bolster is a paid alternative with Essentials at $299 a month for one user and unlimited projects. For a configured construction CRM deployment with migration, setup, onboarding, and training, consider ConstructionCRM.
Browse more options in Construction CRMs.
Verdict
Choose Smarfle if you run a small local service business and want job coordination, client management, invoicing, and follow-up in one system, with a no-card trial and flexible monthly terms. Its main drawbacks are the usage-based charges, the absence of live QuickBooks integration, and limited Solo capacity; businesses that depend on accounting sync, number portability, or a dedicated sales pipeline should choose a better-matched alternative.