Your notes and conversations.
Sync your meeting notes, including any fields or tasks you add, straight to Salesforce with a single click.
Stay on top of your day, tying your meeting notes, calendar and Salesforce together in one view.
Record and transcribe every call while Dooly finds and actions key insights for you.
Save yourself from browser “tab-itis” and consolidate your work in one spot.
Your team and Salesforce instantly.
Gain time back in your day by removing the things that slow you down. Every CRM update, every to-do, every back-and-forth with your team done when your call ends. You hunt, Dooly gathers.
Get your Friday afternoons back, updating your entire pipeline from one screen—minus the clicks.
To do’s can get right out of hand, making your system for managing them fall apart. Dooly’s task manager… actually manages your tasks!
Deals close faster when the whole team works together. Share notes, comments and best practices across the channels everyone works in.
Your conversations with shared playbooks and deal intel.
Stay ahead of your buyer with the right questions and answers at your fingertips. Sprinkle in customer stories, deal insights and corporate sales tools driving better conversations.
Adapt to your buyers' signals with talk tracks that can include questions, selling tools, Salesforce fields and more.
Let Dooly pay attention to triggers in your deal, surfacing useful insights for you to share back with your customer.
Tie the tribal knowledge and customer anecdotes your team collects directly to your buyers' cues.