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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Dooly is the fastest way update Salesforce, take sales notes and manage all your deals. Spend more time with customers and less time logging and organizing your notes. Dooly syncs all your Salesforce data for you. With 1-click edits, you can save hours of Salesforce work. You will always know what to say during your calls. You can close more deals by using talking points, content, or battlecards that pop up in your notes. You can add Salesforce fields to your notes and update them as text. Your admin can be set up to run automatically. Salesforce syncs all your notes, fields, activities, and more in real-time. Templates that you can add Salesforce fields and share with your team will help you sell faster. Dooly can identify new contacts and add them to Salesforce in just one click. You can also see the next steps and all notes history for each deal.

Description

Transform your workspace into a dynamic hub for managing intricate deals. Utilize mutual action plans that foster accountability among prospects and guarantee that no critical steps are overlooked. Centralize all information for seamless access and ensure that clients follow through on their commitments. Automated email notifications serve to remind clients, stakeholders, and team members about their next steps, keeping everyone aligned. With everything consolidated in one location, you can eliminate the hassle of sifting through endless email threads and spreadsheets. This dedicated space is designed for both you and your clients, allowing for accurate forecasting of deal outcomes. You can easily monitor the progress of your deals without the need for complicated reports, enabling proactive engagement when necessary. Replicate the success of your top representatives by implementing repeatable playbooks, and promote optimal performance across every deal with reusable templates that ensure consistency in results. The system is designed to seamlessly integrate into your current workflow, as Recapped works with platforms like Salesforce, Dropbox, Google Drive, and many others, enhancing your productivity without disrupting your established processes. By streamlining these operations, you empower your team to achieve their goals more effectively than ever before.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Drive
Salesforce
Docusign
Dropbox
Dropbox Sign
Google Calendar
Google Chrome
Guru
HubSpot CRM
HubSpot Customer Platform
Indent
Outreach
Salesfinity
Salesloft
Shift
Slack
Truto
Zoom

Integrations

Google Drive
Salesforce
Docusign
Dropbox
Dropbox Sign
Google Calendar
Google Chrome
Guru
HubSpot CRM
HubSpot Customer Platform
Indent
Outreach
Salesfinity
Salesloft
Shift
Slack
Truto
Zoom

Pricing Details

$25 per user
Free Trial
Free Version

Pricing Details

$49 per user per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Dooly

Founded

2016

Country

Canada

Website

www.dooly.ai/

Vendor Details

Company Name

Recapped

Founded

2017

Country

United States

Website

www.recapped.io

Product Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Product Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

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