Team365 CRM

Team365 CRM

Customer Success Technology
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About

Puffly is a cloud-based CRM for local service businesses and other small teams that need to organize customer inquiries and follow-up. It brings leads, contacts, companies, deals, tasks and activity history into a pipeline, with customer details, timing and source attached to each request. Businesses can capture inquiries through a hosted or branded lead form, import and sync leads with Google Sheets, manage opportunities, and use booking links and review requests in their workflow. The CRM’s core contact and pipeline tools are available on a free plan. Paid plans add Puff, an AI assistant that reviews leads and open opportunities, helps prioritize next steps and drafts replies or follow-ups for approval. Higher plans offer messaging, booking, review, phone and outreach features. Puffly is designed for owners and teams in local services, trades, agencies, retail and wellness businesses.

About

Team365 CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function. Below is a sample of Team365CRM features: - Sales pipeline: Use our visual pipelines to drag and drop deals, add activities and follow up on leads - Automations: Automate your sales-related legwork to stay focused on your deals - Lead generation: Generate, prioritize and follow up on your leads with a multi-feature toolset - Integrations: Use our open API or one of our 275+ out-of-the-box integrations to seamlessly integrate Team 365CRM with your business - Reports and insights: Forecast, focus and monitor the impact of your team’s actions with dashboards

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Supported

Audience

Local service businesses such as plumbers, HVAC, auto repair shops, salons, handymen and contractors

Audience

Sales and marketing teams from companies of all sizes

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

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
Free Trial Not Supported

Pricing

$18 per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Puffly
United States
pufflyai.com

Company Information

Customer Success Technology
Founded: 2019
India
team365.io

Alternatives

Alternatives

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Zoho CRM

Zoho
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CrucialCRM

Phenomena Technologies Inc
FlowZo CRM

FlowZo CRM

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SparrowCRM

SparrowCRM

SurveySparrow
CRMPlus

CRMPlus

DailyMails

Categories

CRM Supported

Categories

CRM Supported

Integrations

Google Sheets Supported

Integrations

Google Sheets Not Supported
Claim Puffly and update features and information
Claim Puffly and update features and information
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Claim Team365 CRM and update features and information