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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 PipeCycle?

Transform each channel into a revenue-generating asset to support business growth. Easily capture leads and inquiries from various sources such as websites, emails, social media, and phone interactions. The foundation of a successful business hinges on the ability to effectively track and manage the sales pipeline. Utilizing a visual pipeline allows for seamless monitoring of all deals at various stages. Achieve an all-encompassing 360° view of your customers through a unified interface, offering deeper insights. Engage with your contacts across diverse communication channels while maintaining access to their conversation histories. Focus on the most important tasks and automate the remaining processes to enhance efficiency. Create rules and workflows to optimize follow-up actions and effortlessly assign deals to team members. By integrating PipeCycle with other productivity tools, you can further boost operational capabilities. Effortlessly identify the locations of leads and potential clients in proximity, while also tracking your team members' locations on a map for improved coordination. With these powerful tools at your disposal, businesses can streamline their operations, ultimately driving significant improvements in sales performance. In this dynamic landscape, the ability to adapt and leverage technology will be crucial for sustained success.

Media

No images available

Media

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

$15 per user per year

Supported Platforms

SaaS

Supported Platforms

SaaS
Android

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Puffly

Company Location

United States

Company Website

pufflyai.com

Company Facts

Organization Name

CustomerSquare.com

Company Location

India

Company Website

www.pipecyclecrm.com

Categories and Features

CRM

Not specified

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management

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