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What is TradesInvo?

TradesInvo is a robust cloud-based software platform tailored specifically for tradespeople and small service teams operating within the UK. This innovative tool combines a variety of essential functions into a cohesive workflow, including lead generation, management of customer and property information, quoting, job management, technician scheduling, invoicing, and tracking payments. Users are empowered to create detailed quotes that include UK VAT, assign tasks to their team members, keep notes on sites and equipment within customer profiles, monitor overdue invoices, and automate reminders as well as solicit reviews. The platform's reporting dashboards deliver crucial insights regarding metrics like quote conversion rates, revenue per technician, and lead sources, aiding businesses in making informed decisions. Furthermore, its AI-driven features help users draft communication for quotes, follow-ups, review responses, and summaries, all requiring user approval before being sent out. Aimed at independent tradespeople and small teams across various sectors such as plumbing, electrical, heating, and cleaning, this software provides the necessary resources to oversee all aspects of operations from initial customer inquiries to job completion and payment collection, all through a web browser. In essence, TradesInvo significantly simplifies and enhances the daily processes of trades professionals, driving both efficiency and productivity in their ongoing operations, ultimately allowing them to focus more on their craft.

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

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Media

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Integrations Supported

Integrations Supported

Google Sheets

API Availability

Has API

API Availability

Pricing Information

£0/month
A free plan is available for one user. Paid plans are £49/month (Starter), £149/month (Growth) and £299/month (Pro), per workspace, billed monthly in GBP excluding VAT. The plans add features and team capacity; the page states no contracts, cancellation at any time and no setup fees.
Free Version
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

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

TradesInvo

Date Founded

2026

Company Location

United Kingdom

Company Website

tradesinvo.com

Company Facts

Organization Name

Puffly

Company Location

United States

Company Website

pufflyai.com

Categories and Features

Categories and Features

CRM

Not specified

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