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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Stacks is an all-in-one hosted CRM and business workspace that consolidates various functionalities such as customer records, sales pipelines, follow-up tasks, email marketing campaigns, review requests, invoicing, appointment scheduling, support ticket management, and time tracking into a single platform. By providing shared customer records and activity histories, it empowers solo entrepreneurs, freelancers, and small teams to effectively handle leads, sales, billing, bookings, and customer support collaboratively. Users have the ability to manage contacts and deals, design marketing emails, solicit feedback, create estimates and invoices, display their availability, oversee support tickets, and monitor tasks along with billable hours. The core plan offers all seven modules at no cost, accommodating unlimited users and contacts, while the free version includes 50 one-time AI credits, with additional paid plans available for extended AI usage. Additionally, businesses can easily link their own Stripe accounts for payment processing and connect with various supported email providers for seamless delivery. Furthermore, a REST API and MCP endpoint provide scoped access, enabling smooth software integrations for enhanced functionality. This comprehensive approach ensures that users have all the necessary tools to streamline their operations and improve customer relationships.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Brevo No 
Google Sheets Yes 
Model Context Protocol (MCP) No 
Resend No 
SendGrid No 
Stripe No 

Integrations

Brevo Yes 
Google Sheets No 
Model Context Protocol (MCP) Yes 
Resend Yes 
SendGrid Yes 
Stripe 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

$0/month
The Free plan costs $0 per month and includes all seven modules, unlimited users and contacts, and 50 one-time AI 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 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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Puffly

Country

United States

Website

pufflyai.com

Vendor Details

Company Name

Vantage Technologies, LLC

Founded

2026

Website

stackscrm.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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