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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

TheBigBot is a cloud-based CRM and marketing platform for mortgage brokers, dental and legal practices, and other service businesses. It combines contact and lead management with pipelines, forms, calendars, appointment booking, a unified communications inbox, email and SMS campaigns, and workflow automation. The platform also offers AI-assisted call answering and customer chat, review requests, reporting, and tools for re-engaging existing contacts. Businesses can use its website and funnel features alongside lead follow-up and appointment workflows. TheBigBot provides industry-focused configurations and onboarding, with examples for mortgage, dental, legal, and local service operations. A visual workflow builder supports connections to third-party services, while REST API and webhook capabilities support custom integrations. Plans are subscription-based, with communication and AI usage billed separately.

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 Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Mortgage brokers, dental practices, legal practices, and small service businesses seeking CRM, lead follow-up, appointment booking, communications, and marketing automation.

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

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

$197/mo
Authority Launch is $197/month; Authority Pro is $497/month. Both have a one-time $499 setup fee and additional usage-based charges for calls, SMS, email, phone numbers, and AI. Month-to-month; cancel anytime. The separate mortgage website service starts at $97/month plus a one-time $499 setup fee, but is not used as the platform's starting price.
Free Version Not Supported
Free Trial Not 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:

Review this Software

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

Company Information

Puffly
United States
pufflyai.com

Company Information

TheBigBot
United States
thebigbot.com

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Categories

CRM Supported

Categories

AI CRM Supported

Integrations

Google Sheets Supported
Make Not Supported
Slack Not Supported
Stripe Not Supported
Zapier Not Supported

Integrations

Google Sheets Not Supported
Make Supported
Slack Supported
Stripe Supported
Zapier Supported
Claim Puffly and update features and information
Claim Puffly and update features and information
Claim TheBigBot and update features and information
Claim TheBigBot and update features and information