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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

Slarivo Leads serves as an online platform designed to assist teams in managing inquiries and follow-ups efficiently. Each lead can be assigned to a specific owner and can include details such as notes, samples, quotes, the current stage in the pipeline, and the next steps that are planned. The platform features shared lead lists and a team agenda that facilitate the review of upcoming follow-ups while maintaining clarity on lead ownership. Teams have the capability to document outcomes and track inquiries from their initial stage to closure. Furthermore, interactions via calls and WhatsApp can trigger external applications, although Slarivo does not automatically handle outreach or confirm the delivery of messages. The platform also offers optional MCP connections that allow compatible AI assistants to access lead data, provided that the necessary permissions are granted. A public demo is available, showcasing fictional entries and does not require users to sign in. Currently, core access to Slarivo Leads is complimentary, but it is subject to fair-use restrictions to ensure all users can benefit from its features. Additionally, the user-friendly interface encourages team collaboration and enhances productivity in managing leads.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

No images available

Integrations

Google Sheets Yes 
Model Context Protocol (MCP) No 
WhatsApp No 

Integrations

Google Sheets No 
Model Context Protocol (MCP) Yes 
WhatsApp 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 

Pricing Details

No price information available.
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 Yes 

Customer Support

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

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

Slarivo

Website

slarivo.com/leads/

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

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

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No Alternatives

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