Our Story

Built by marketers who were sick of the chaos.

Smartflo exists because we lived the problem. We spent years building marketing systems for local businesses — and every single time, we were fighting with tool fragmentation.

Give local business owners an unfair advantage

Every day, a plumber misses a call and loses a $2,000 job to a competitor. A spa owner spends two hours manually texting appointment reminders. A roofer follows up with 20% of their leads because there's no system.

The technology to fix all of that has existed for years — but it was only accessible to enterprise companies with IT teams and software budgets. Local businesses got watered-down tools that didn't talk to each other.

Smartflo changes that. We take enterprise-grade automation and CRM capabilities and package them into a single system that any local business owner can run without a tech background.

2,400+
Local Businesses Served
40+
States & Provinces
98%
12-Month Retention Rate
$12M+
Revenue Generated for Clients

The Smartflo Timeline

How we got to where we are today.

2022

Founded after years of frustration building fragmented tool stacks for local clients.

2023

Launched publicly — 200 businesses onboarded in the first 90 days.

2024

Hit 1,000 active customers. Added reputation management and booking to the core platform.

2025

Crossed 2,000 businesses. Launched the Pro tier with white-glove onboarding.

2026

Now serving 2,400+ local businesses across 40+ states.

Our core values

These aren't wall posters — they're the principles behind every product decision we make.

Simplicity

Local business owners shouldn't need a software engineer to run their CRM. We obsess over making every feature usable by anyone, on day one.

Transparency

One flat price. No hidden add-ons. No feature paywalls on the core functionality. What you see is what you get — and what you need.

Results

We measure our success by your growth. More leads captured. More reviews earned. More revenue generated. That's the only metric that matters.

Meet the team

We're a small, focused team. Every one of us has direct experience in local business marketing.

JR

Jordan Reeves

Co-Founder & CEO

Spent 8 years running digital marketing agencies for local businesses. Got tired of duct-taping 12 tools together and built Smartflo instead.

PN

Priya Nair

Co-Founder & CTO

Former lead engineer at a specialized CRM automation agency. Architected the systems that power thousands of business workflows.

MW

Marcus Webb

Head of Customer Success

Ran operations for two multi-location service businesses before joining Smartflo. He knows exactly what you're going through.

SC

Sofia Castillo

Head of Onboarding

Previously built onboarding programs at SaaS companies serving 50,000+ users. She'll have your account live and humming in 48 hours.

What makes Smartflo different?

Most CRM platforms are built for large enterprises or technical agencies. Smartflo is built from the ground up for the local business owner.

Pre-built for your industry

We configure automations, pipelines, and templates specifically for local service businesses — so you're not starting from a blank slate.

Human onboarding, not YouTube videos

Our team gets on a call, builds your account, and makes sure it's working before your trial ends. No DIY setup required.

Ongoing support that picks up

Real humans via chat, email, and phone. We know your account and your business — not just the software.

One bill, no hidden usage fees

Many platforms lure you in with a low base price then charge for every email and text. We give you a flat monthly price with everything you need.

Join 2,400+ local businesses growing with Smartflo

Start your 14-day free trial or book a demo with our team.