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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

TradesInvo is cloud-based business management software for UK tradespeople and small trade-service teams. It brings lead capture, customer and property records, quotes, job management, technician scheduling, invoicing and payment tracking into one workflow. Users can prepare quotes with UK VAT, assign work to team members, keep site and equipment notes with customer records, monitor overdue invoices, and automate follow-ups and review requests. Reporting dashboards help users track measures such as quote conversion, revenue per technician and lead sources. AI-assisted tools draft quote wording, follow-up messages, review replies and summaries for the user to review before sending. The platform is aimed at independent operators and small teams in trades such as plumbing, heating, electrical work and cleaning, with tools for managing enquiries through completed jobs and payment in a web browser.

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

UK tradespeople and small trades businesses, including plumbers, heating engineers, electricians, cleaners, roofers and landscapers

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

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

£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 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:

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

TradesInvo
Founded: 2026
United Kingdom
tradesinvo.com

Alternatives

Alternatives

CrucialCRM

CrucialCRM

Phenomena Technologies Inc
Simplify Online

Simplify Online

Simplify-Online.co.uk

Categories

CRM Supported

Categories

Integrations

Google Sheets Supported

Integrations

Google Sheets Not Supported
Claim Puffly and update features and information
Claim Puffly and update features and information
Claim TradesInvo and update features and information
Claim TradesInvo and update features and information