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About Puffly

Clara AI Deep Dive with Clara AI

Puffly is a CRM built for the businesses most CRMs ignore: local service companies such as plumbers, HVAC techs, auto repair shops, salons, handymen and contractors. Most of these owners run their pipeline out of text threads, sticky notes and memory, which costs them jobs when a callback is missed or a quote is never followed up. Puffly puts every lead, call and follow-up in one simple pipeline that works on a phone between jobs. Its AI teammate, Puff, looks at that pipeline and tells the owner who to call next, which quotes are going cold and which customers are due for repeat work. Owners can start free without a credit card and be running in minutes, with no consultant or training required. Puffly was founded in Houston, Texas by Eytan Shabtay, who built it after watching local business owners lose revenue to missed follow-ups.

Read more

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    72%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    60%

Platforms Supported

  • Not available

Organization Types Supported

  • Not available

API Support

Modes of Support

  • Not available

Puffly Features

CRM Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    72%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Document Management

Ability to store and manage various information and documents in electronic format.

Field Service Management Features

Job Scheduling

Helps in allocating jobs to the right person at the right time

Offline Reporting

Helps you to save the data offline and synchronize as soon the device connects to the internet

Analytics (Workforce)

Helps you track and analyse the performance of the workforce

Reporting

Sends instant status reports about the task with customer feedback

Route Optimization

Determines the cost efficient route to perform the order

Real-time Job Tracking

Allows you to view your workforce in real time and improve strategy

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Digital Signature

A facility to capture digital signature in a secure format

Attendance Management

Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Claims Management

Helps to organize and keeping track of insurance claims and as such claims made by patients.

Document Management

Ability to store and manage various information and documents in electronic format.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.
Puffly Pricing

Free Trial

Not available

Free Free

Free forever, no card needed. Leads, contacts, companies and deals; pipeline, tasks and activity history; branded lead form; Google Sheets lead import.

Start Free Trial

Starter $99.00 $99.00 per month

$99/mo ($1,069/yr billed yearly). Everything in Free plus Puff AI assistant with 2 helper Puffs, SMS follow-up, Review Booster, Booking Calendar, quotes and appointments, no per-seat charge.

Start Free Trial

Growth $249.00 $249.00 per month

$249/mo ($2,689/yr billed yearly). Everything in Starter plus 10 helper Puffs, Outreach Autopilot (email + SMS), Meta posting, Advanced Reporting.

Start Free Trial

Ascended $449.00 $449.00 per month

$449/mo ($4,849/yr billed yearly). Everything in Growth plus unlimited helper Puffs, missed-call text-back, phone tracking and call recording, lead generation, Google LSA lead intake, Puff Text.

Start Free Trial

Domination $649.00 $649.00 per month

$649/mo ($7,009/yr billed yearly). Everything, including your phones and your site hosting.

Start Free Trial

Learn more about  Puffly Pricing

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Puffly Reviews

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Puffly FAQs

Is Puffly really free?

Yes. The Puffly CRM is free for good, with no credit card needed to start. Paid plans from $99/mo add AI follow-up and phone features.

Who is Puffly built for?

Local service businesses such as plumbers, HVAC techs, auto repair shops, salons, handymen and contractors.

What is Puff?

Puff is the AI teammate built into Puffly. It reviews your pipeline and tells you who to call next, which quotes are going cold and which customers are due for repeat work.

What is Puffly used for?

Puffly is CRM Software. Puffly offers the following functionalities:

  • AI Assistant
  • Opportunity Management
  • Reporting (Analytics)
  • Lead Management
  • Quotes (Proposals)
  • Call Logging
  • Contact Management

Learn more about Puffly features.

What are the top alternatives for Puffly?

Here`s a list of the best alternatives for Puffly:

Puffly Contact

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Download White Papers And Ebooks On CRM Software

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