Dooly

The Connected Workspace for Revenue Teams

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Overview

Dooly is a connected workspace that helps sales reps save time on administrative tasks and focus on selling. It provides a fast and easy way to update Salesforce, take notes that sync to the right records, and manage their pipeline. By making it easier for reps to keep Salesforce up-to-date, Dooly helps improve data quality, which in turn leads to more accurate forecasting.

✨ Key Features

  • Salesforce-connected Notes
  • Real-time Pipeline Updates
  • Automated Data Entry
  • Sales Playbook and Template Library
  • Deal Collaboration

🎯 Key Differentiators

  • Focus on creating a 'connected workspace' for revenue teams.
  • Strong note-taking and template capabilities.
  • User-friendly interface that is loved by sales reps.

Unique Value: Dooly helps revenue teams close more deals by giving them a fast and easy way to update Salesforce, manage their pipeline, and collaborate on deals.

🎯 Use Cases (4)

Improving Salesforce Data Hygiene Streamlining the Sales Rep Workflow Sales Note-taking and Collaboration Pipeline Management

✅ Best For

  • Significantly reducing the time reps spend updating Salesforce.
  • Improving the quality and completeness of notes and data in CRM.
  • Making pipeline reviews more efficient by having all data in one place.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies that do not use Salesforce.
  • Teams looking for advanced AI-powered forecasting or conversation intelligence.

🏆 Alternatives

Scratchpad Rattle Salesforce (native UI)

Dooly is a direct competitor to Scratchpad, with both platforms aiming to solve the problem of Salesforce data entry for sales reps. Dooly often emphasizes its collaborative features and connected workspace concept.

💻 Platforms

Web (Chrome Extension)

🔌 Integrations

Salesforce Google Workspace Slack

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

$25.00/mo
Free Tier Available

✓ 14-day free trial

Free tier: Basic features for individual users.

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