Is the CRM really free?
Yes. Leads, contacts, companies, deals, your pipeline, tasks and your branded lead form cost nothing, for as long as you use them. You pay only when you want a plan to do the follow up for you.
Do I need a credit card to sign up?
No. Create an account with your email or Google and start adding leads. A card is only asked for if you choose a paid plan.
Can I bring the leads I already have?
Yes. Import a customer list exported from Jobber, Housecall Pro, ServiceTitan, Vagaro, Xero and about 20 other tools, or import a Google Sheet and keep it in sync, add leads by hand, or share your own lead form so new inquiries land in your pipeline on their own.
Can Puffly replace the software I use now?
For a lot of it, yes. Puffly handles quotes, invoices with pay-by-text links, deposits, refunds and work orders, and connects to Google Calendar, QuickBooks Online, Xero and others. Tell us what you use when you sign up and Puff connects to what it can and uses its own cloud computer for the rest.
What happens when Puff answers a call?
Puff greets the caller in your business name, takes down what they need, answers common questions and can book a time from your calendar. When the call ends you see the result (Booked, Message, Transferred or Failed) with a short summary, the recording and the transcript. If a caller said yes but no visit is on your calendar, it shows at the top of Home under Needs you.
Will Puffly message my customers without asking me?
Not unless you choose to. Outreach waits for your approval by default, and switching that off takes a deliberate, recorded choice. Puff drafts first and sends the draft to your phone: approve, edit or skip it there, and after Approve you get 10 seconds to cancel. The texting and calling features (SMS follow-up, Puff Text, Puff Voice, missed-call text-back) message customers only on plans that include them, and only after you switch them on.
Can I stop Puff from answering while I am on vacation?
Yes. When Puff answers your line, Home has three quick switches: vacation mode, send calls to me, and keep business hours. One tap changes how the next call is handled, and a daily recap tells you what Puff did while you were away.
Is missed-call text-back free?
No. Missed-call text-back comes with the Ascended plan at $449 a month, and with Domination. The free CRM does not include it. Puffly gives you a local phone number that rings the phone you already use, and handles the carrier registration business texting needs. You do not need a Twilio account of your own.
How text-back works
What is Puffly OS, and how is it different from the CRM?
The CRM keeps track of your leads and follow-up. Puffly OS is a custom team of AI helpers that runs more of the back office: email, invoices, posts, lead research and reports. It asks before anything risky.
See how Puffly OS works
How much does Puffly OS cost?
Planning your team is free. Setup starts at $699 and depends on your team size, then $49 a month plus $18 a month for each AI helper. Extra AI work beyond what helpers include is billed by use, up to a monthly limit you set. You see the exact price before you pay. On its own private server, setup starts at $2,500 plus $299 a month.
See Puffly OS pricing
Who can see my data?
Your team, and the Puffly staff who support your account. Every business has its own private workspace, kept separate from every other business at the database level.
What does Puff cost?
Puff comes with every paid plan, starting at $99/mo. The free CRM does not include it. Each plan has a monthly allowance, and you can add more with a top-up.
How much are the paid plans, and can I cancel?
Plans start at $99/mo, billed monthly, or yearly at 10% off. Cancel any time from your billing settings.