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What is Salesteer?

This cloud-based CRM platform is crafted to optimize both individual and team workflows, resulting in improved efficiency across the board. It features robust team management tools that give you a clear snapshot of all ongoing activities. Acting as a holistic solution, it allows for effective communication management with prospects interested in your offerings. You can gather all potential opportunities from various sources into one consolidated list. The integrated task management system helps you organize your projects with ease. With just a click, you can switch between a broad overview and detailed Opportunity information. Each section offers extensive insights, enabling you to manage essential tasks such as drafting proposals, assigning roles, uploading documents, and keeping track of the entire negotiation history with prospective clients. Furthermore, this software fosters enhanced collaboration within your team, ensuring that all members remain updated and synchronized throughout every stage of the project. By leveraging these features, teams can work more cohesively and efficiently, ultimately driving better results.

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.

Media

Media

No images available

Integrations Supported

Integrations Supported

Google Sheets

API Availability

API Availability

Pricing Information

€7.08 per user per month
Free Trial Offered?

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

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Devua

Company Location

Italy

Company Website

salesteer.com

Company Facts

Organization Name

Puffly

Company Location

United States

Company Website

pufflyai.com

Categories and Features

CRM

Not specified

Categories and Features

CRM

Not specified

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