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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

TheBigBot serves as a cloud-driven CRM and marketing solution tailored specifically for mortgage brokers, dental and legal firms, as well as various other service-oriented businesses. This versatile platform integrates capabilities for managing contacts and leads, along with features such as pipelines, forms, scheduling tools, appointment bookings, a centralized communication inbox, and both email and SMS marketing campaigns, all enhanced by automation for workflow processes. Additionally, it includes AI-powered features for answering calls and managing customer chats, along with functions for soliciting reviews, generating reports, and engaging with current contacts. Companies can leverage website and funnel functionalities to streamline lead follow-up and appointment management processes. TheBigBot is designed with industry-specific setups and onboarding processes, offering tailored examples for mortgage, dental, legal, and local service industries. A user-friendly visual workflow builder facilitates seamless integrations with external services, while REST API and webhook features allow for custom development options. Subscription plans are available, with distinct billing for communication and AI utilization, ensuring flexible financial management. Ultimately, TheBigBot positions itself as a comprehensive resource for businesses aiming to enhance their client relationship management and marketing strategies.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Google Sheets Yes 
Make No 
Slack No 
Stripe No 
Zapier No 

Integrations

Google Sheets No 
Make Yes 
Slack Yes 
Stripe Yes 
Zapier 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

$197/mo
Authority Launch is $197/month; Authority Pro is $497/month. Both have a one-time $499 setup fee and additional usage-based charges for calls, SMS, email, phone numbers, and AI. Month-to-month; cancel anytime. The separate mortgage website service starts at $97/month plus a one-time $499 setup fee, but is not used as the platform's starting price.
Free Trial No 
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 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

TheBigBot

Country

United States

Website

thebigbot.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

Alternatives

No Alternatives

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