CRM.Construction vs Smarfle

CRM.Construction manages construction leads, estimates, invoices, payments, service work and project records. Its visual pipeline tracks opportunities by probability and value, with follow-up reminders and win/loss analysis. Users can create estimates and invoices with line items, quantities, tax calculations and discounts, then produce PDFs and email them. Clients can use a portal to check project status, download documents and pay invoices through Stripe; payment status and history are recorded in the CRM. Service tools cover requests, appointments, technician dispatch and recurring maintenance. Project records include status, priority, budget, timeline, calendars, schedules and deadlines. The product also offers document attachments, cloud storage and dashboards for pipeline analytics, revenue, conversion rates and team performance. It runs on web, Android and iOS. The maker describes its mobile-first PWA as supporting offline access with later syncing. Professional costs $99 a month and includes unlimited users, contacts, companies and projects. A 14-day free trial is available without a credit card; there is no free plan.

Smarfle is a CRM and marketing platform for local service businesses to manage clients, jobs, invoices, teams, and growth. It is tailored to 56 business types across field service, professional services, and appointment-based work. Teams can create work orders, assign technicians, track status, upload field photos, and schedule recurring jobs. Its AI receptionist can answer calls with business context, book appointments, send confirmation texts, or transfer callers to live support; it can run 24/7 or after hours. Directory Leads lets a business review a job and ZIP code, then pass on a quote request for free or accept it at a flat per-lead price. The browser-based app works on iPhone, Android, and desktop, and supports offline entry that syncs after reconnection. Plans start at $19/mo and include a seven-day trial without a card. Plans are month-to-month and cancellable anytime. Metered charges are separate: SMS is $0.03 per message, email $0.01 per email, Voice AI $0.25 per minute, and Stripe Connect payments carry a 0.5% platform fee.