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Average Ratings 0 Ratings
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
TradesInvo is a comprehensive cloud-based software solution designed specifically for tradespeople and small service teams in the UK. This platform integrates various functions including lead capture, customer and property management, quotes, job oversight, technician scheduling, invoicing, and payment tracking into a streamlined workflow. Users can easily generate quotes inclusive of UK VAT, allocate tasks to team members, maintain site and equipment notes within customer profiles, track overdue invoices, and automate reminders and requests for reviews. The reporting dashboards provide vital insights on metrics such as quote conversion rates, revenue generated per technician, and sources of leads. Additionally, the AI-powered features assist in drafting quote language, follow-up communications, responses to reviews, and summaries, all for user approval prior to dissemination. Designed for independent tradespeople and small teams in sectors like plumbing, heating, electrical services, and cleaning, the platform equips users with the necessary tools to manage every aspect of their operations from initial inquiries to the completion of jobs and receipt of payments, all accessible via a web browser. Ultimately, TradesInvo streamlines the business processes of trades professionals, enhancing efficiency and productivity in their day-to-day operations.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Screenshots View All
No images available
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
£0/month
A free plan is available for one user. Paid plans are £49/month (Starter), £149/month (Growth) and £299/month (Pro), per workspace, billed monthly in GBP excluding VAT. The plans add features and team capacity; the page states no contracts, cancellation at any time and no setup fees.
Free Trial
Yes
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
TradesInvo
Founded
2026
Country
United Kingdom
Website
tradesinvo.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
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Alternatives
No Alternatives