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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

NerdCRM is a cloud-based customer relationship management tool designed specifically for small sales teams that primarily communicate via phone in sectors such as recruiting, education admissions, coaching, real estate, agencies, and business process outsourcing. It effectively organizes vital information including contacts, companies, deals, and sales pipelines, while also recording calls made through MicroSIP on Windows or Nerd Dial on Mac, seamlessly linking these recordings to the respective contacts and deals by their phone numbers. Teams are empowered to monitor daily call activities, handle follow-ups and payments, and leverage various reports such as sales reports, account-manager reports, and Smart Reports to enhance their performance. Additionally, features like WhatsApp template campaigns, a collaborative inbox, automatic opt-outs, and email sequences bridge the gap between outreach efforts and CRM records. The optional AI Call Analysis add-on takes functionality a step further by transcribing calls in both Bangla and English, evaluating six key buying signals, and providing recommendations on whether to qualify, nurture, call again, or disqualify a lead. Furthermore, NerdCRM facilitates the import and export of data via CSV, integrates Facebook Ads leads, and offers webhooks and API access for advanced functionality, ensuring that users can tailor the system to their specific needs. With these comprehensive features, teams can significantly enhance their sales strategies and improve overall productivity.

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

Screenshots View All

No images available

Integrations

Facebook Ads Yes 
Google Sheets No 
MicroSIP Yes 
WhatsApp Yes 

Integrations

Facebook Ads No 
Google Sheets Yes 
MicroSIP No 
WhatsApp No 

Pricing Details

$4/user/month
Free for up to 5 users; CRM access includes pipelines, deals, contacts, reports, CSV import/export, and API access. The $4/user/month plan bills all active users and unlocks call recording, WhatsApp outreach, and cold email; the free plan has one-time allowances of 100 recordings, 100 WhatsApp messages, and 300 emails. AI Call Analysis is an optional $5/user/month add-on with 300 analyzed calls per user per month; extra calls cost $3 per 100, subject to a monthly cap. Meta separately bills WhatsApp conversations.
Free Trial No 
Free Version Yes 

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 Yes 
Mac Yes 
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 Yes 

Customer Support

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

Types of Training

Training Docs Yes 
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

Nerddevs

Founded

2015

Country

Bangladesh

Website

getnerdcrm.com

Vendor Details

Company Name

Puffly

Country

United States

Website

pufflyai.com

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 

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 

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