A 360° view of your team’s deals.
Easily see deal data in a customizable deal-by-deal view that summarizes exactly what you want to know about your rep’s pipeline.
More productive reviews
DealSpace lets you dive deep on your deals one a time, so you can quickly identify roadblocks and come up with a plan of attack.
EXPLORE DEAL REVIEWS
Discuss key players, assign tasks, and create your own custom cards. Create your DealSpace view how you want so you get the deal info you need.
Private manager notes
Document your insights on a reps performance, deal progression, and more with private manager notes for each deal. Align on next steps and remind yourself of future coaching opportunities.
Save time documenting notes in Salesforce.
Explore how Dooly syncs your meeting notes to Salesforce automatically so you can spend more time selling.
Centralized notes history
Quickly get up to speed without having to scour Salesforce. Efficiently review all account information in one place with complete notes history and AI summaries.
Strategize in meetings or work on handovers together in real-time, all in one note that’s connected to Salesforce. Say goodbye to scattered notes and hello to streamlined teamwork!
Insert Salesforce fields right into your notes
Never enter data twice. Dooly lets you add Salesforce fields directly to your notes so you only have to update them once.
One pipeline. Endless custom views.
See how Dooly helps manage every deal at once from a centralized view so you’re always ready for your next pipe review.
Integrate Dooly with your calendar and stay on top of your daily and weekly meetings without switching tabs.
SALES CYCLE MANAGEMENT
One-click Salesforce updates
Updating Salesforce becomes second nature. With one-click pipeline update and automatic note syncing, reps won’t have to make the time in their day to update Salesforce.
Task and meeting management
Stay in your flow by easily tracking outstanding tasks without having to open another browser tab.
Blend your sales process with your reps’ daily workflow.
Learn how Dooly’s templates and playbooks give your team the tools to have better conversations, and close more deals.
Customizable note templates
Add more structure to your team’s calls with customizable note templates that can be built for any stage or milestone of your particular customer’s journey.
Connect to your tech stack
Make productivity the name of the game. Create a centralized hub of information by integrating Dooly with your calendar, Guru, Google Drive, Slack and more.
No extra permission setting required. Access to records and fields is controlled by your Salesforce permissions.
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!
Drop us a line to find out how Dooly can help you efficiently and quickly roll out your sales process at your organization.