Related Products
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About
Dooly is the fastest way to update Salesforce, take sales notes, and easily manage all your deals so nothing slips through the cracks. Spend more time with your customers and less time organizing and logging your notes. Take notes and Dooly syncs everything to Salesforce for you. Save hours of Salesforce hassle with 1-click edits you can make from one easy dashboard. Always know what to say on your calls. Close more deals with talking points, content, and battlecards that pop live in your notes from what gets said. Add Salesforce fields directly to your notes and update them like text. Put your admin on autopilot. Your notes, fields, activities (and more) all sync to Salesforce in real-time. Sell faster with templates you can add Salesforce fields to and share with your team. Dooly identifies new contacts for you and can add them to Salesforce in 1-click.Pick up where you left off and see your next steps with full notes history for every deal.
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About
Prompt & populate the fields that drive business initiatives. Give 100+ hours back to each rep to spend in client-facing meetings, calls, and activities. Allow admins & developers to focus on infrastructure, not temporary fixes to simplify the experience. Embed your best process into the hands of all your producers. Customer interactions are one of the most valuable assets for a business and need to be treated with utmost care. Rollio is SOC2 Type 2 compliant, built on Heroku (owned by Salesforce.com) and passed the Salesforce Security Review.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Anyone looking for a Salesforce Notes tool
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Audience
CRM solution for companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$25 per user
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDooly
Founded: 2016
Canada
www.dooly.ai/
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Company InformationRollio
Founded: 2014
United States
www.gorollio.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Sales Force Automation Features
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
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Integrations
Google Calendar
Google Chrome
Google Drive
Guru
Indent
Outreach
Salesfinity
Salesforce
Salesloft
Shift
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Integrations
Google Calendar
Google Chrome
Google Drive
Guru
Indent
Outreach
Salesfinity
Salesforce
Salesloft
Shift
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