Dooly

Brings tools, people and processes together and standardize how your sales and CS teams close more revenue with Dooly

About:

Dooly’s connected workspace makes it effortless to share critical deal information with the people and systems that need to know, so you can hit your revenue goals.

Revenue teams worldwide — including Figma, BigCommerce, and Intercom — use Dooly to collaborate on a single platform that helps everyone become a top performer.

Reclaim countless hours of sales time and sanity by using Dooly.

Best fit for:

Employee Count: 100-10,000

Location: North America & EMEA

Industries: Software

Job Titles: Sales & Customer Success Leaders

Key Features:

Smart Notes: Sync meeting notes to Salesforce automatically, freeing up time for sales reps.
Pipeline Manager: Visual tool to track and manage the sales pipeline efficiently.
DealSpace: Centralized view for managing individual deals and performance insights.
AI Recommendations:Actionable next steps suggested by AI to keep deals moving forward.
Integration with Tools: Connects with Salesforce, Slack, and Google Calendar for seamless workflow.
Task Management: Track tasks and manage schedules within Dooly to enhance productivity.

Company Summary

Dooly is a software company that helps sales and customer success teams work more efficiently by bringing together tools, people, and processes. Their platform simplifies tasks like taking notes, managing pipelines, and reviewing deals, all while keeping information accurate in Salesforce. (dooly.ai)

Price Estimate

Dooly offers several pricing plans: (g2.com)

Free: $0 per month
Pro: $12 per user per month
Growth: $35 per user per month
Premier: $70 per user per month

Each plan includes different features to fit various team needs.

Who is Dooly for?

Dooly is designed for businesses of various sizes, from small teams to large enterprises. It’s especially useful for:

Company Size: Teams ranging from 3 to over 1,000 employees.
Job Titles: Account Executives, Sales Leaders, Sales Enablement Professionals, Revenue Operations (RevOps) Specialists, and Customer Success Managers.
Industries: Technology, Construction, E-commerce, Marketing, and Financial Services.

Features, Functionalities, and Benefits

Smart Notes & Documents: Automatically syncs notes and fields to Salesforce, reducing manual data entry. (dooly.ai)
Pipeline Manager: Provides a visual and intuitive way to manage sales pipelines, keeping deals on track. (dooly.ai)
DealSpace: Customizable views for deal reviews, summarizing key pipeline information. (dooly.ai)
AI-Powered Recommendations: Suggests actionable next steps on deals based on smart notes. (dooly.ai)
Integrations: Connects with tools like Salesforce, Google Calendar, Slack, Outreach, Salesloft, and Gong to streamline workflows. (dooly.ai)

Use Cases

Companies use Dooly for:

Sales Cycle Management: Streamlining processes from lead generation to closing deals. (dooly.ai)
Post-Sales Customer Management: Managing customer relationships and expansion opportunities. (dooly.ai)
Deal Reviews: Conducting efficient and effective deal reviews with customizable views. (dooly.ai)
Process Adoption: Ensuring teams follow standardized sales processes. (dooly.ai)
Team Handoffs: Simplifying knowledge transfer between team members during the sales process. (dooly.ai)

Who Are Their Best Customers?

Notable customers include:

Figma: A design platform that uses Dooly to streamline their sales processes. (dooly.ai)
Procore: A construction management software company that leverages Dooly for efficient deal management. (dooly.ai)
Intercom: A customer messaging platform that utilizes Dooly to enhance their sales team’s productivity. (dooly.ai)

What Makes Dooly Different?

Dooly stands out by offering a single-page workspace that integrates seamlessly with existing tools, reducing administrative tasks and improving data accuracy. Its AI-powered features provide actionable insights, helping sales teams focus on selling rather than data entry. (dooly.ai)