About
Dooly is a revenue productivity platform built to help sales teams close more deals by tackling one of their biggest pain points: poor CRM hygiene and time-consuming administrative work. By connecting directly to CRMs like Salesforce, Dooly allows sales reps to update deal information, take notes, and manage pipeline activities in a single, streamlined workspace — eliminating the need to juggle multiple tabs and manual data entry. Designed for account executives, sales managers, and revenue operations teams, Dooly automates the syncing of notes, fields, and activity data back to the CRM in real time, keeping records accurate without burdening the rep. Its playbooks and templates help teams run consistent, repeatable sales processes by surfacing the right information at each stage of the deal cycle. Key capabilities include real-time CRM field updates from a unified notes interface, sales playbook enforcement, pipeline management views, and integrations with tools like Slack and Salesforce. By removing friction from CRM workflows, Dooly enables reps to spend more time selling and less time on data hygiene. Dooly was particularly popular among high-growth B2B SaaS companies looking to scale their revenue operations. **Note:** Dooly announced it would shut down its platform on June 30, 2025, with the company redirecting focus to Mediafly.com.
Key Features
- Real-Time CRM Sync: Automatically syncs notes, fields, and activity data back to Salesforce and other CRMs without manual re-entry.
- Sales Playbooks & Templates: Surfaces the right playbooks and talk tracks at each stage of the deal cycle to enforce a consistent, winning sales process.
- Unified Notes Workspace: Lets reps update multiple CRM fields and take meeting notes in one place, eliminating tab-switching and duplicated effort.
- Pipeline Management Views: Provides deal-level visibility across the pipeline so managers can coach reps and identify risks without digging through CRM records.
- Slack Integration: Connects with Slack to surface deal updates, reminders, and notifications directly within team communication channels.
Use Cases
- Sales reps updating Salesforce fields and deal notes after customer calls without leaving their notes interface
- Revenue operations teams enforcing consistent sales methodologies using digital playbooks surfaced at each pipeline stage
- Sales managers reviewing pipeline health and coaching reps based on up-to-date CRM data maintained automatically
- B2B SaaS companies reducing CRM data decay by automating note-to-CRM syncing across their entire sales team
- Account executives preparing for prospect meetings by accessing deal context, templates, and next-step prompts in one place
Pros
- Massive Time Savings: Saves sales reps 5+ hours of administrative grunt work per week by automating CRM data entry and note-taking.
- Improved CRM Hygiene: Keeps CRM data accurate and up to date in real time, giving revenue operations teams reliable data for forecasting and reporting.
- Process Consistency: Playbooks and templates ensure every rep follows the same proven sales methodology, reducing variability in outcomes.
Cons
- Platform Discontinued: Dooly shut down its platform on June 30, 2025, so it is no longer available for new or existing customers.
- Primarily Salesforce-Centric: Deep functionality was largely optimized for Salesforce users, limiting appeal for teams on other CRM platforms.
Frequently Asked Questions
What is Dooly AI?
Dooly AI was a revenue productivity platform that helped sales reps update their CRM, take notes, and follow sales playbooks from a single workspace, saving them 5+ hours of admin work per week.
Is Dooly still available?
No. Dooly announced the shutdown of its platform effective June 30, 2025. All user access was suspended on that date, and customer data was no longer maintained after July 30, 2025.
What CRMs did Dooly integrate with?
Dooly was primarily built around Salesforce integration, enabling real-time syncing of notes, fields, and activities directly from the Dooly workspace into Salesforce records.
Who was Dooly designed for?
Dooly was designed for revenue teams at B2B companies, including account executives, sales development reps, sales managers, and revenue operations professionals.
What should existing Dooly customers use now?
The Dooly team has redirected its focus to Mediafly (mediafly.com), and former customers are encouraged to explore that platform or alternative CRM productivity tools for their sales workflow needs.
