Complete Platform Overview

Every tool your business actually needs.

Smartflo replaces a dozen fragmented tools with one connected platform — built from the ground up for local service businesses.

CRM & Sales Pipeline

Never lose a lead again

A full-featured CRM purpose-built for local service businesses. Track every lead, contact, and customer from first touch to repeat sale — all in one place.

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Smart Contact Management

Store complete contact records with call history, SMS threads, notes, tags, and custom fields. Everything about a customer in one profile.

Drag-and-Drop Pipeline

Visualize every deal in your sales process. Move leads through stages with a click. Know exactly where each opportunity stands at all times.

Opportunity Tracking

Assign dollar values to deals, set close-date probabilities, and get forecasting reports that actually reflect your real pipeline.

Task & Activity Management

Create follow-up tasks, set reminders, and log call notes. Never let a hot lead go cold because you forgot to follow up.

Unified Communication Hub

One inbox for everything

Stop switching between apps. Every customer conversation — SMS, email, and calls — lives in a single, searchable inbox your whole team can access.

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Two-Way SMS Messaging

Text customers directly from your business number. Conversations are logged automatically to the contact record.

Missed Call Text-Back

When a call goes unanswered, an automated text fires within seconds. Capture every lead even when you're on the job.

Email Conversations

Send and receive emails with full thread history. No more digging through inboxes to find what was said last month.

Unified Team Inbox

All team members see the same inbox. Assign conversations, leave internal notes, and never double-respond to a customer.

Reputation Management

More 5-star reviews, automatically

Your online reputation is your most valuable asset. Smartflo automates review collection and puts you in control of your public presence across every platform.

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Automated Review Requests

After a job is completed or an appointment ends, automatically send review request texts and emails to satisfied customers.

Google & Facebook Integration

Collect reviews directly to Google My Business and Facebook. Reviews appear publicly without any manual steps from the customer.

Review Response Dashboard

Monitor and respond to all reviews from one dashboard. Never miss a negative review or leave a positive one without a thank-you.

Review Analytics

Track your rating trends over time. See which automations drive the most reviews and optimize your collection strategy.

Marketing Automation

Follow up while you focus on the work

Build powerful automation workflows that nurture leads, re-engage past customers, and run your marketing engine 24/7 — without you lifting a finger.

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Visual Workflow Builder

Drag-and-drop automation builder. Create multi-step sequences with SMS, email, wait steps, and conditional logic.

Lead Nurture Sequences

Automatically follow up with new leads over days or weeks. Keep your business top-of-mind until they're ready to buy.

Re-engagement Campaigns

Win back past customers with automated check-in messages and special offers triggered by inactivity.

Broadcast Campaigns

Send one-time SMS or email blasts to your entire list or segmented groups. Perfect for promotions and announcements.

Booking & Scheduling

Fill your calendar automatically

Let customers book appointments online, 24 hours a day. Sync with your calendar, send reminders, and eliminate no-shows without back-and-forth calls.

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Online Booking Widget

Embed a booking calendar on your website, Google Business profile, or Facebook page. Customers book instantly.

Automated Reminders

Send SMS and email reminders 24 hours and 1 hour before every appointment. Reduce no-shows by up to 60%.

Calendar Sync

Two-way sync with Google Calendar and Outlook. Your real-time availability is always reflected in the booking widget.

Service & Staff Scheduling

Set up multiple service types with different durations and pricing. Assign bookings to specific team members.

Website & Funnel Builder

Convert visitors into booked clients

Build high-converting landing pages and complete websites without a developer. Every page is mobile-optimized and connected directly to your CRM.

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Drag-and-Drop Page Builder

Choose from local business templates and customize with your branding. Go live in hours, not weeks.

Lead Capture Forms

Every form submission goes straight into your CRM and can trigger an automation. No leads lost to email notifications.

Sales Funnels

Build multi-step funnels for specific services. Guide prospects from ad click to booked appointment in a single flow.

Chat Widget

Add a live chat or SMS widget to your website. Visitors can text you directly — captured as contacts in your CRM.

Platform Walkthrough

Watch the Full Demo

See exactly how Smartflo works — from managing leads in your CRM to automating follow-ups and collecting reviews. No fluff, just the real product.

The math is simple

Add up what you're paying for individual tools vs one unified platform.

The Old Way

HubSpot CRM$90/mo
Mailchimp (email)$45/mo
Calendly (booking)$20/mo
Birdeye (reviews)$299/mo
Podium (texting)$189/mo
Total$643/mo

The Smartflo Way

Full CRM & pipeline
Email marketing automation
Online booking widget & sync
Review management & requests
Two-way SMS communication
Funnels & website builder
Growth Plan$197/mo

Save $446/month and get a unified system.

Connects with everything

Integrates with tools you already use

Google My Business
Google Calendar
Facebook
Instagram
Stripe
QuickBooks
Zapier
Twilio
SendGrid
Outlook
Zoom
Slack

Ready to transform
your business?

Join thousands of local businesses streamlining their operations and growing their revenue with Smartflo.