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Connected workspace for sales notes and Salesforce updates
Dooly is a connected sales workspace, originally from Canada, that helps revenue teams take notes, update Salesforce, and follow sales playbooks without leaving their flow. It reduces the CRM admin burden on reps by syncing notes and fields to Salesforce automatically.
The platform covers meeting and call notes that sync to Salesforce, a pipeline editor for fast CRM updates, real-time playbooks and battlecards, shared templates, and deal insights, with a free tier and paid Pro, Growth, and Premier plans. Its focus on cutting CRM data entry and surfacing the right guidance helps reps sell more and log more.
Dooly serves sales and revenue teams that use Salesforce and want to reduce admin, improve data hygiene, and run consistent sales processes. Its notes-to-Salesforce sync and playbooks make it a popular productivity layer for SaaS and B2B sales teams.
Pricing Model
Subscription
Starting Price
$0/mo
Free Options
Free version
| Feature | Free | Growth | Premier |
|---|---|---|---|
| Up to 5 users | — | — | |
| Notes sync to Salesforce | — | — | |
| Pipeline editor | — | — | |
| Connect tools | — | — | |
| Get started free | — | — | |
| Per user | — | ||
| Full note history | — | — | |
| Advanced pipeline editor | — | — | |
| AI playbooks | — | — | |
| Unlimited users | — | — | |
| Admin controls | — | — | |
| Deal insights | — | — | |
| SSO | — | — | |
| Dedicated success | — | — |
Other
CRM
Communication
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API Types
SDK Availability
Verify SDK availability in vendor's documentation.
Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
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