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Dooly

Dooly is an AI-powered Sales AI tool — AI sales note-taking for Salesforce. Best for: Sales AI. Pricing: Freemium (GateOnAI Score: 51/100).

AI sales note-taking for Salesforce

FreemiumVerified

Dooly captures spoken sales conversations and converts them into structured Salesforce records without manual typing. Its real-time voice transcription runs on the browser, letting reps dictate notes during calls. The AI parses key data points—account name, opportunity stage, deal value—and fills the corresponding fields in the CRM automatically. Users can also edit the generated text before saving, ensuring accuracy. The tool supports multiple languages and integrates with Zoom, Teams, and Google Meet, so recordings from common conferencing platforms are processed instantly.\nBeyond transcription, Dooly offers a library of customizable note templates that align with typical sales workflows, such as discovery calls, demos, and contract reviews. The AI suggests next-step actions and follow‑up tasks based on the conversation content, which can be pushed to Salesforce tasks or external calendars. A shared team inbox aggregates all notes, allowing managers to review performance metrics like talk time, sentiment, and win rates across the squad. The free tier provides unlimited transcriptions but caps advanced analytics and template customization, while paid plans unlock deeper reporting and priority support.\nTypical users include inside sales reps, account executives, and sales operations teams that need to keep Salesforce up to date while staying on calls. The Chrome extension places a recording button directly in the Salesforce UI, reducing context switching. Dooly’s API lets developers pull raw transcription data into custom dashboards or trigger downstream workflows in tools like Slack or HubSpot. Pricing starts with a free plan, then moves to tiered subscriptions based on seat count and feature access. Organizations report faster note entry, higher data quality, and more consistent pipeline visibility, though the AI may misinterpret industry‑specific jargon without manual correction.

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