Team365 CRMCustomer Success Technology
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Related Products
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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.
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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
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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
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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
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Audience
Local service businesses such as plumbers, HVAC, auto repair shops, salons, handymen and contractors
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Audience
Sales and marketing teams from companies of all sizes
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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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
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Pricing
$18 per month
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationPuffly
United States
pufflyai.com
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Company InformationCustomer Success Technology
Founded: 2019
India
team365.io
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Categories |
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Integrations
Google Sheets
Not Supported
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