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Average Ratings 0 Ratings

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ease
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Description

Cohesive is an online platform designed for sales prospecting and engagement, specifically tailored for local service businesses. It assists teams in identifying nearby businesses, property owners, and key decision-makers, enabling them to create focused lead lists and initiate personalized outreach through email, phone, and SMS communication. The platform includes campaign management tools that streamline the organization of target lists, communication channels, and follow-up schedules. AI-driven agents can manage responses, missed calls, and re-engage with older leads, while a collaborative workspace keeps track of campaigns, discussions, interested prospects, scheduled calls, and overall performance metrics. Targeted primarily at local service providers such as commercial cleaning services, HVAC and plumbing contractors, roofers, landscapers, and pest control companies, it facilitates outreach to nearby businesses and property managers. Teams are empowered to prospect within specific service regions, revive CRM accounts, synchronize outreach efforts, and monitor feedback effectively. Additionally, a well-documented API enhances the support for campaign and communication workflows, enabling the reading of inbox data and the sending or forwarding of email replies, thus ensuring a seamless engagement experience. By integrating these features, Cohesive aims to optimize the sales process for local service-oriented businesses in a highly competitive market.

Description

Puffly serves as a cloud-based CRM solution tailored for local service providers and small teams seeking to streamline their customer inquiries and follow-up processes. It consolidates leads, contacts, companies, deals, tasks, and activity histories into a cohesive pipeline, attaching essential details such as customer information, timing, and source to each inquiry. Users can capture inquiries through either a hosted lead form or a branded version, while also benefiting from the ability to import and sync leads with Google Sheets, manage opportunities, and incorporate booking links and review requests into their workflow. The foundational contact and pipeline management features are accessible through a free plan, while premium plans introduce Puff, an AI-driven assistant that evaluates leads and pending opportunities, assists in prioritizing next steps, and drafts replies or follow-ups for user approval. Moreover, higher-tier plans expand the offering by including functionalities for messaging, booking, reviews, phone communication, and outreach strategies. Puffly is specifically crafted for business owners and teams within sectors such as local services, trades, agencies, retail, and wellness, ensuring they have the tools necessary to enhance their customer relationship management. By integrating these features, Puffly empowers businesses to improve efficiency and foster better customer engagement.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Google Sheets No 

Integrations

Google Sheets Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free
A free plan is available. Paid plans start at $99/month; higher plans are $249, $449 and $649/month. Annual billing is offered at a stated 10% discount. Plans are flat-priced rather than charged per seat. Optional Puff credit top-ups are $15 per 500 credits.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Cohesive

Founded

2024

Country

United States

Website

getcohesiveai.com

Vendor Details

Company Name

Puffly

Country

United States

Website

pufflyai.com

Product Features

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Alternatives

Alternatives

No Alternatives