dooly

IMPORTANT NOTICE: The Dooly platform will be shutting down on June 30, 2025. This description details the platform's features and functionality prior to its discontinuation.

Dooly was a revolutionary connected workspace designed specifically for modern revenue and sales teams. Its primary mission was to eliminate the administrative busywork that salespeople despise, particularly the tedious task of updating the CRM (like Salesforce). By connecting directly to a company's CRM, Dooly acted as an intelligent layer on top, allowing sales reps to update their pipeline, take meeting notes, and manage their deals from a single, fast, and intuitive interface. This freed up significant time, allowing them to focus on what they do best: selling.

The platform used AI to understand the context of sales conversations and automatically link notes and key details to the correct records in the CRM, such as accounts, opportunities, and contacts. This not only saved time but also dramatically improved the quality and consistency of data in the CRM, leading to more accurate forecasting and better business intelligence for sales leaders.

How to use dooly

Using Dooly was designed to be a seamless part of a salesperson's daily workflow. First, a user would connect their Salesforce account to Dooly, a process that took only a few clicks. Once connected, Dooly became the primary interface for managing sales activities. During a customer call, a rep could open a Dooly note template, which was pre-populated with relevant fields from the corresponding Salesforce opportunity. As they typed their notes, Dooly's AI would recognize key information. After the call, with a single click, all notes, updated deal stages, next steps, and contact information were instantly synced back to Salesforce in the correct format. Reps could also use Dooly's pipeline view to get a quick, editable overview of all their deals, making pipeline reviews with managers incredibly efficient.

Core Features of dooly

• Automated CRM Sync: Instantly sync all meeting notes, fields, activities, and tasks to Salesforce without manual data entry.
• Real-time Sales Playbooks: Surface relevant content, competitor information, and battle cards directly within your notes during a live call, ensuring you're always prepared.
• Centralized Note-Taking: Utilize customizable templates for different sales stages (discovery, demo, negotiation) to standardize the sales process and capture critical information consistently.
• Unified Pipeline Management: View, edit, and update your entire sales pipeline from a single, user-friendly interface, eliminating the need to navigate complex CRM screens.
• Collaborative Deal Reviews: Managers could easily review deal progress, inspect notes, and provide coaching directly within Dooly, fostering better team collaboration and alignment.

Use Cases for dooly

Dooly was invaluable for various roles within a revenue organization. For Account Executives (AEs), it served as a daily driver to run meetings, update their pipeline in seconds, and have all relevant information at their fingertips. For Sales Development Representatives (SDRs), it helped standardize outreach and qualification notes, ensuring a smooth handover to AEs. For Sales Managers, it provided a real-time, accurate view of their team's pipeline, making forecasting more reliable and one-on-one coaching sessions more impactful. Revenue Operations (RevOps) teams also benefited immensely, as Dooly enforced data hygiene and process compliance, leading to cleaner, more trustworthy CRM data across the board.

Advantages of dooly

The primary advantage of Dooly was the massive boost in sales productivity. By automating CRM updates, it was reported to save each sales rep several hours per week. This led to more time for selling activities, resulting in faster deal cycles and increased revenue. Another key advantage was the significant improvement in CRM data quality and adoption. Because Dooly made it easy to update the CRM, reps were more likely to do it consistently, providing leadership with a clearer and more accurate picture of the business. The real-time playbooks also empowered reps to handle objections more effectively and win more competitive deals.

Pricing and Plans

Historically, Dooly operated on a freemium model with several paid tiers to accommodate different team sizes and needs. This information is for historical reference only, as the platform is being discontinued. The typical plans were:

• Free Plan: Aimed at individual users, offering basic note-taking and Salesforce sync capabilities.
• Pro Plan: A per-user, per-month subscription designed for small teams, which included advanced features like templates and pipeline management.
• Growth & Enterprise Plans: Custom pricing for larger organizations, offering advanced features like sales playbooks, team collaboration tools, advanced analytics, and dedicated support.