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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
No images available
Integrations
Google Sheets
No
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