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Dooly

Freemium
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About

Dooly is an AI-powered workspace designed for sales and customer success teams to improve productivity by centralizing note-taking, pipeline management, and CRM updates. The platform offers tools such as Smart Notes, Pipeline Manager, and DealSpace, allowing teams to collaborate effectively and reduce administrative burdens. Dooly integrates seamlessly with Salesforce, Google Calendar, and other tools, ensuring that your sales processes are efficient and consistent. It provides features for sales cycle management, post-sales customer management, deal reviews, and more, making it ideal for sales professionals, leaders, and RevOps teams. Users can start for free and choose from various pricing plans that expand capabilities.

Platform
Web
Keywords
productivitysalesintegrationnotescrm
Task
sales management
Features

chrome extension

pipeline management

smart notes

integrations with salesforce

accountspace

dealspace

Pricing Plans
Free
Free Plan

14 day note history

Basic Note Templates

Basic Pipeline updates

Create and update Salesforce records

Dooly Anywhere Chrome Extension

Dooly assistant

Integrations: Salesforce, Google Calendar, Outlook

Basic Deal Vitals and Highlights

Sharing Notes, Templates and Pipeline views

Growth
USD30.00 / per user

Everything in Free plus

Full notes history

Custom Note Templates

Unlimited Note Templates

Basic Pipeline customization

Unlimited Playbooks

Unlimited Smart Recommendations

Integrations: Slack, Guru, Google Drive

Unlimited guest seats (view and comment only)

Premier
USD65.00 / per user

Everything in Growth plus

Advanced Pipeline customization and filters

Dedicated CSM

Customized onboarding and training

Integrations: Gong

Vitals customization

Role based access control

Update Salesforce custom objects

SSO (SAML – Okta only)

Directory and provisioning (SCIM – Okta only)

Social Media

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