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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

This cloud-based CRM software is designed to streamline both your work and your team's processes for greater efficiency. Equipped with team management features, it provides a comprehensive overview of all activities at a glance. Serving as an all-inclusive solution, it enables you to effectively manage communications with individuals interested in your products and services. You can compile all the opportunities arising from various access points to your business into a single list. The task management functionality aids in organizing your projects seamlessly. With a simple click, you can toggle between a general overview and specific Opportunity details. Each tab provides in-depth information, allowing you to oversee all tasks needed, such as creating offers, assigning responsibilities, uploading files, and tracking the complete history of negotiations with potential clients. Additionally, this software enhances collaboration among team members, ensuring everyone stays informed and aligned throughout the project lifecycle.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Google Sheets Yes 

Integrations

Google Sheets 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 

Pricing Details

€7.08 per user per month
Free Trial Yes 
Free Version 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 

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 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

Puffly

Country

United States

Website

pufflyai.com

Vendor Details

Company Name

Devua

Country

Italy

Website

salesteer.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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