Dooly AI

What is Dooly AI?

Dooly AI is a sales enablement platform designed to reduce administrative burdens for sales and customer success teams by centralizing deal data, automating note-taking, and syncing directly with Salesforce. It offers a single-page workspace tailored to reps’ workflows, enabling real-time collaboration, customizable templates, and AI-powered recommendations that help move deals forward efficiently. Dooly integrates with key tools like Slack and calendars to create a seamless, process-driven environment that improves CRM hygiene, forecasting accuracy, and team productivity.

Key Features

• Smart Notes & Auto-Sync

  Automatically captures and syncs meeting notes and Salesforce fields, eliminating manual data entry and ensuring up-to-date CRM records.

• Pipeline Manager

  Provides a centralized, customizable view of all deals with one-click Salesforce updates to manage pipeline health and prioritize actions.

• DealSpace for Efficient Reviews

  Customizable deal-by-deal views that facilitate focused deal reviews, task assignments, and private manager notes for coaching.

• AI-Powered Recommendations

  Uses AI to analyze sales notes and suggest actionable next steps and key deal updates, improving sales execution and reducing admin time.

• Integrated Workflow

  Seamlessly connects with calendars, Slack, Google Drive, and other tools to streamline communication and collaboration across sales teams.

• Customizable Templates & Playbooks

  Enables teams to standardize sales processes with tailored note templates and playbooks that guide reps through each stage.

Use Cases

• Sales Pipeline Management : Sales teams manage multiple deals efficiently from a single dashboard, update Salesforce instantly, and maintain pipeline hygiene.
• Sales Meeting Productivity : Reps capture meeting insights in real-time with AI summaries and collaborate on notes to prepare for follow-ups and strategy sessions.
• Deal Review and Coaching : Managers conduct focused deal reviews using DealSpace, track deal progress, assign tasks, and provide private coaching notes.
• Post-Sales Customer Management : Customer success teams track account health, manage renewals and expansions, and coordinate next steps with centralized notes and vitals.
• Sales Enablement and Process Standardization : Operations teams deploy templates, playbooks, and workflows that embed best practices and ensure consistent sales execution.

FAQs