Powered by AI & self-updating workflows
The trade CRM that drives itself. From first lead to paid in full.
AI reads your enquiries, drafts your quotes, writes your RAMS and chases your balances — while every job card updates itself from the field. Flo, your 24/7 AI co-pilot, is included on every plan, and nothing goes out without your approval. Never pay per seat — unlimited office staff, field engineers and drivers.
Plugs into
your stack
AI & automation at every step
The CRM that updates itself from the field.
Your team just does the job. SmartFlo writes, prices, moves and chases everything else — and asks you before anything leaves the building.
Enquiry arrives
AI reads it, scores it and drafts the reply
Survey submitted
Quote draft opens on the same job, office alerted
Talk through the job
AI prices labour, materials and margin
Deposit paid
Job marked won and crew booked in
Crew arrives
AI-written RAMS signed, work unlocks
Customer signs off
Balance link texted, invoice sent to Xero
Without SmartFlo
- Same address typed into 7 places
- Quotes written at 9pm
- Calls chasing deposits and balances
- Paper RAMS nobody signed
- Pipeline only as fresh as the last update
With SmartFlo AI
- Typed once, carried through one job number
- Talk on site, AI drafts the quote
- Customers pay by link — the job moves itself
- RAMS written by AI, signed on the phone
- Job cards update live from every app
You stay in charge. AI drafts and suggests; anything that sends, books or moves money waits for a one-tap approval from your team, and every action is logged.
What trades say
Less admin. More jobs done.
“Sign-off and the balance payment happen on site. The invoice is in Xero before I'm back in the van.”Paid same day
Built around you
One app, a suite, or the full set.
Start with what eats your time, add more as you grow. No contracts.
On shiftOne app
Fix one headache today
from Free
Phone app included where there is one · unlimited users
Browse appsDepartment suite
Run a whole department
from £44.50/mo£89
50% off 12 monthswith
- Transport · £119
- Sales · £119
- Customer Services · £139
- HR & Recruitment · £89
- Growth & Marketing · £119
Apps share one job number · Team Chat free
Compare suitesAll-Access
Run everything on SmartFlo
£124.50/mo£249
50% off 12 monthswith
- Every app & phone app
- Every website widget
- SmartFloAI CRM Pro
- Flo across every app
Enquiry to payment, office to van, one login
Try 14 days freeBuilt for the way trades work
Less paperwork. More time on the tools.
Move your mouse over a card, then tap the buttons — this is how it feels to use.
Chase 14 overdue balances
£4,280 outstanding · personal texts ready
Flo, your AI office co-pilot
Chases quotes, books surveys and drafts payment chasers in bulk — up to 50 at a time, ready for one-tap approval.
Customer signed, heading to Leeds
Got it — job closed 👍
Team Chat free with packs
Office and field crews message on desktop and phone — no more personal WhatsApp groups.
CIS invoicing done right
Invoices with the correct CIS deduction, pushed straight to Xero or QuickBooks.
- Tyres
- Fluids
- Lights
- Bodywork
Fleet & driver compliance
Walkaround checks, defects, licences and documents tracked before they cost you a day.
Alex Reid
3 days annual leave · 4–6 Nov
Holidays & staff documents
Staff request leave and upload documents from their phone; supervisors approve.
name,email,stage
T. Hart,…,lead
R. Okafor,…,won
248 jobs imported
0 duplicates added
30-day undoSwitch from HubSpot
Import your customers and jobs from a spreadsheet, with a 30-day undo if anything looks wrong.
The stack replacement
Stop paying for twelve apps that don't talk.
Buying everything SmartFlo does separately means a dozen tools — jobs, photos, quotes, sign-off, routes, van checks, CIS, chat, HR, AI phone, website widgets and the glue between them — most charging per person or per van. SmartFlo is one login, every user free.
Typical monthly spend
£665
~26 hrs/month re-typing
Tap a tool you don't use to remove it. Typical UK prices, for illustration.
Everything, for your whole team
£249/mo
Or a department suite from £89/mo
- Unlimited users at no extra cost
- Type the customer once — it flows everywhere
- Live van tracking link texted to customers
- Doorstep sign-off and card payment
- Flo AI co-pilot and Team Chat included
You could save
£4992 a year
£416 a month for a team of 5
From 8am enquiry to paid in full.
Not a feature list — one job travelling through every app, with no re-typing and nothing lost between the van and the office.
Real screen recording with made-up demo customers. Tap a step to jump to it.
Phone-first
Run the whole job from your van.
Book a job, survey it, quote it, let the customer sign and pay the deposit on their own phone, sign the RAMS and finish the install — one job number from start to finish, no laptop needed.
- Survey → quote → install, all linked
- Stripe deposits by QR — no card details on staff phones
- RAMS must be signed before work unlocks
- Office sees everything live
Hello, Sam 👋
Collected
£1,840
Quotes signed
2
Visits
5
Tap inside the phone — every button works.
14 days free · cancel any time
Get your evenings back.
Stop re-typing jobs, chasing payments and hunting for the van. Start free today and have your first job in SmartFlo before the kettle boils.
- Set up in minutes
- No card needed
- Unlimited users
- Flo included free