Dooly
AI connected workspace automating Salesforce updates with smart note-taking.
About Dooly
AI-powered connected workspace that automates CRM updates and streamlines sales workflows. Syncs notes, fields, and activities to Salesforce in real time. AI suggests talking points, updates deal fields, and generates meeting summaries.
Key Features
- AI note-taking
- Salesforce sync
- Deal vitals
- Template playbooks
- Pipeline management
- Meeting summaries
Pricing
freemium
Free plan available. Growth at $35/user/mo. Premier at $75/user/mo. Enterprise custom.
Pros
- Great note-taking
- Saves CRM time
- Good templates
- Free plan
Cons
- Salesforce dependent
- Limited without CRM
- Learning curve for setup