Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • CTM Reviews & Ratings
    939 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    12,537 Ratings
    Company Website
  • net2phone Reviews & Ratings
    197 Ratings
    Company Website
  • Pocomos Reviews & Ratings
    45 Ratings
    Company Website
  • Roofr Reviews & Ratings
    146 Ratings
    Company Website
  • ShareCRM Reviews & Ratings
    68 Ratings
    Company Website
  • Bigly Sales Reviews & Ratings
    7 Ratings
    Company Website
  • UENI Reviews & Ratings
    9,731 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • Coevera Reviews & Ratings
    753 Ratings
    Company Website

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 LevelUp Demo?

LevelUp Demo caters to software as a service teams in need of a simple yet effective method for managing demo requests and their follow-ups. By gathering all incoming inquiries and tracking their status through a clear pipeline (requested → booked → completed → next step), the platform allows teams to stay organized and consistent in their follow-up processes, eliminating the necessity for a complex CRM system. This efficient approach significantly boosts productivity, while also safeguarding against the loss of potential leads. Additionally, it empowers teams to focus more on engaging prospects rather than getting bogged down by administrative tasks.

Media

No images available

Media

No images available

Integrations Supported

Google Sheets

Integrations Supported

API Availability

API Availability

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

$0
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Webinars
Online Training

Company Facts

Organization Name

Puffly

Company Location

United States

Company Website

pufflyai.com

Company Facts

Organization Name

LevelUp Demo

Date Founded

2025

Company Website

levelupdemo.com

Categories and Features

CRM

Not specified

Categories and Features

Demo Automation

Not specified

Popular Alternatives

Vastu CRM Reviews & Ratings

Vastu CRM

Abeyaantrix Technology

Popular Alternatives

CrucialCRM Reviews & Ratings

CrucialCRM

Phenomena Technologies Inc