Dooly is a sales productivity tool that integrates with Salesforce and other tools to streamline sales processes. It offers features like smart notes, pipeline management, deal reviews (DealSpace), and AI-powered recommendations. Dooly aims to reduce administrative work, improve team handoffs, and increase CRM hygiene. It offers various plans including a free plan, growth plan and premier plan.
• chrome extension
• ai-powered recommendations
• google calendar integration
• dealspace
• pipeline manager
• outreach integration
• integrations with salesforce, gong, slack, outreach, salesloft, and g-suite
• smart notes & documents
• 14 day note history
• Basic Note Templates
• Basic Pipeline updates (Salesforce views)
• Create and update Salesforce records, tasks and events
• Dooly anywhere Chrome Extension
• Dooly assistant (automatically extracts key insights from your Notes)
• Integrations: Salesforce, Google Calendar, Outlook
• Basic Deal Vitals and Highlights
• Sharing Notes, Templates and Pipeline views
• Full notes history
• Build custom Note Templates
• Unlimited Note Templates
• Basic Pipeline customization (unlimited columns, 2 filters)
• Unlimited Playbooks
• Unlimited Smart Recommendations
• Integrations: Slack, Guru, Google Drive
• Unlimited guest seats (view and comment only)
• Advanced Pipeline customization and filters
• Dedicated CSM
• Customized onboarding and training
• Enablement for sales process rollout and adoption
• Integrations: Gong
• Vitals customization
• Role based access control
• Update Salesforce custom objects
• SSO (SAML – Okta only)
• Directory and provisioning (SCIM – Okta only)
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