What is Dooly?
Dooly provides a connected workspace for revenue teams to manage pipeline updates and customer notes. The platform automatically synchronizes data with Salesforce, reducing manual entry and administrative overhead. It is designed to help sellers spend more time selling and less time on CRM maintenance.
Dooly functions as a layer on top of existing CRM systems, giving sales professionals a simplified interface to update opportunities and accounts. Users can take notes during calls and meetings, then have those notes instantly mapped to the appropriate CRM fields. The tool tracks changes in real time, ensuring that pipeline data remains current without requiring reps to navigate complex CRM layouts. Templates and playbooks can be built directly within the workspace to standardize outreach and discovery processes. By automating the data entry workflow, the application aims to improve data accuracy across the organization.
Ideal Customer Profile
Growing sales organizations looking to reduce CRM administration time and improve data hygiene across their revenue teams.
Key Features
- Bi-directional CRM synchronization
- Real-time note taking with auto-mapping
- Simplified pipeline management interface
- Automated field updates and task creation
- Shared templates and playbooks
- Account and opportunity overlays
- Offline mode with sync upon reconnection
- Integration with video conferencing tools
How to use Dooly
Teams connect the platform to their CRM and use it as their primary interface for updating deals and taking meeting notes. Reps manage their daily tasks and pipeline reviews within the workspace, knowing that all changes will sync automatically to the backend system.
Pricing
Pricing not publicly listed.
