From chaotic processes to consistency in selling
Brings tools, people and processes together and standardize how your sales and CS teams close more revenue with Dooly
Reduce rep-level admin work and improve handoffs
Enable teams with templates and views
Gain CRM hygiene and forecast accuracy
Tools for process-driven and efficiency-obsessed teams.
Smart Notes & Documents
Eliminate hours of soul-crushing admin with an automatic note system that syncs fields and notes to Salesforce.
EXPLORE NOTES
Pipeline Manager
Visually, intuitively, and swiftly take control of your pipeline to keep your deals and account on track, and managers off your back.
EXPLORE PIPELINE
DealSpace
Run best-in-class deal reviews with a customizable deal-by-deal view that summarizes exactly what you want to know about your team’s pipeline.
EXPLORE DEALSPACE
(Even) Smarter moves powered by AI
Dooly’s Sales AI that suggests actionable next steps on deals based on Smart notes.
EXPLORE RECOMMENDATIONS
“Salesforce is the source of truth but we need to know that the information in it is accurate. Dooly holds our team accountable 100% of the time. As we continue to grow, it has helped the team to form that habit of accountability and keep deal information quality.”
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Courtney Malinas
CrowdRiff
Your process isn’t faulty, it’s just not being followed.
Your reps are still relying on spreadsheets, taking notes in GDocs, Apple notes, or pieces of paper, making forecasts a guessing game.
Deal information gets lost in translation, and handoffs between BDRs and reps, or sales and customer success feels like a game of whispers.
Let alone the admin work and all the multi-tabbing, taking over 70% of reps and account managers time instead of spending it on what matters: selling.
Dooly unlocks your team sales productivity thanks to a light workspace with automations, integrations, and templates.
Integrated with your favourite tools, of course.
To make work more efficient, Dooly connects dynamically with Salesforce, Gong, Slack, Outreach, Salesloft and your G-Suite tools. Work deals your way.
EXPLORE INTEGRATIONS
Chrome Extension
Open Dooly on any site to create or update any opportunity, account, contact, or lead.
GET THE CHROME EXTENSION
Google Calendar
Start a smart note from your calendar and auto-add attendees to your note.
Outreach
Dooly follows your outbound motion in Outreach so critical field updates and call notes make it back to Salesforce.
Slack
Collaborate with key stakeholders and keep your team in the loop by getting deal updates in Slack.
Gong
Watch Gong calls within your Dooly notes to get key details and action items from the call into Salesforce instantly.
Get your prospects’ LinkedIn profiles displayed right in your meeting note, like your personal assistant for prepwork.
Empower your team with sales technology that works for them – intuitive, responsive, and tailored to your process.
A complete full sales cycle cockpit in one interface
Access to this tool-set to roll out processes and reduce admin work inefficiencies:
- Pipeline manager
- Meeting notes and documents
- Weekly planner
- Task Manager
- Individual deal and account views
- AI deal summarization
That auto-sync to Salesforce and integrate with the rest of your team’s tech stack.
Simple. Clear. Intuitive.
Dooly is a single-page workspace designed with end users in mind.
Dooly matches how reps want to work while getting admin work done for them. Operations and enablement reduce training time and accelerate productivity from day one so their teams can sell with consistency, and hit OTE.
No more jumping between tabs!
Improve your CRM hygiene.
Dooly helps your rev org reach record efficiency, and gets you the clean data you need.
Get sales and CS teams collecting and sharing clean, accurate data and updating their deals in real-time.
This results in a more efficient sales organization with predictable outcomes and repeatable processes.
“Dooly changes the game for salespeople. What used to take 2 hours a day now takes 30 minutes with Dooly. We can focus on selling instead of dealing with Salesforce’s updating nightmare.”
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Kyle Parrish
VP of Sales, Figma
Dooly powers every team in your revenue organization.
Sales
Dooly makes it easy to take notes, update Salesforce, and manage every deal so sales teams can focus on money-making moves that get reps hit their quotas with more consistency.
DOOLY FOR SALES TEAMS
Customer Success
From sales handoffs to managing expansion opportunities, Dooly gives CS teams a workspace to manage accounts, build playbooks and templates for onboarding sessions, QBRs, and renewal conversations.
DOOLY FOR CS TEAMS
Operations & Enablement
Create an integrated sales hub with the security and controls you need to scale your sales process while keeping your CRM clean. Easily integrate process into your team’s daily workflow with templates and playbooks that the guesswork out of deal progression
DOOLY FOR OPS TEAMS
Process-driven sales and CS teams use Dooly for:
Sales Cycle Management
Auto-syncing tools for your team to tackle pipeline management, deal prioritization, inspections, meeting prep, and more, throughout the sales cycle.
Renewals & Expansion
Help your customer success teams easily manage and influence expansion and renewal contracts of their accounts.
Efficient Deal Reviews
Using DealSpace you stop playing catch up on deals and start using one-on-one time to strategize on advancing deals to closed won.
Frictionless Team Handoffs
Simplify knowledge transfer in deals. Design processes for new and existing business, from SDR to AE, AE to CSM, and CSM onwards.
Unlock the power of Dooly’s connected workspace for your sales processes today.
Get started now
Why wait? Dooly provides unlimited access to our platform features and capabilities — for free. Start exploring today!
