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What is Puffly?

Puffly is a cloud-based CRM designed specifically for small teams and local service providers aiming to enhance their management of customer inquiries and follow-up activities. It effectively brings together leads, contacts, companies, deals, tasks, and activity histories into a unified pipeline, linking crucial information like customer details, timing, and source to each inquiry. Users have the option to capture leads through a hosted lead form or a custom-branded version, and they can also import and synchronize data with Google Sheets, manage opportunities, and add booking links and review requests into their processes. The core features for contact and pipeline management are available in a free plan, while premium subscriptions introduce Puff, an AI assistant that assesses leads and pending opportunities, helps prioritize actions, and drafts responses or follow-ups for users to approve. Additionally, higher-tier plans broaden the scope with features for messaging, booking, reviews, phone communication, and outreach tactics. Puffly is meticulously designed for business owners and teams in industries such as local services, trades, agencies, retail, and wellness, providing them with the essential tools to boost their customer relationship management strategies. By integrating these comprehensive features, Puffly not only enhances operational efficiency but also significantly improves customer engagement, ensuring businesses can thrive in a competitive environment. The combination of AI support and user-friendly functionality makes Puffly an invaluable asset for those looking to refine their customer interactions and streamline their workflows.

What is Cohesive?

Cohesive is a digital platform specifically crafted for sales prospecting and engagement, aimed at local service enterprises. It helps teams pinpoint nearby businesses, property owners, and influential decision-makers, allowing them to assemble targeted lead lists and launch tailored outreach via email, phone, and SMS. The platform is equipped with campaign management features that facilitate organization of target lists, communication channels, and follow-up timelines. Additionally, AI-driven agents efficiently handle responses, missed calls, and can re-engage with previous leads, while a shared workspace tracks campaigns, discussions, potential clients, scheduled calls, and performance metrics. Primarily focused on local service providers including commercial cleaning, HVAC and plumbing contractors, roofers, landscapers, and pest control companies, it enables outreach to surrounding businesses and property managers effectively. Teams are equipped to prospect within designated service areas, revitalize CRM accounts, synchronize their outreach strategies, and effectively monitor feedback. Furthermore, a well-documented API significantly enhances support for campaign and communication workflows, enabling the reading of inbox data and facilitating the sending or forwarding of email responses, thus guaranteeing a smooth engagement experience. By integrating all these functionalities, Cohesive strives to refine the sales process for local service businesses competing in a challenging marketplace, ensuring they can stand out and connect with their target audience more efficiently. This comprehensive approach not only boosts productivity but also enhances relationships with potential clients, ultimately driving business growth.

Media

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Media

Integrations Supported

Google Sheets

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

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 Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Puffly

Company Location

United States

Company Website

pufflyai.com

Company Facts

Organization Name

Cohesive

Date Founded

2024

Company Location

United States

Company Website

getcohesiveai.com

Categories and Features

CRM

Not specified

Categories and Features

AI Sales Tools

Not specified

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