Dooly

Notes were the core product, not a side feature. You wrote in plain sentences, with fields dropped into the document where they belonged, and saving pushed values to the opportunity and contact records. This is what made Dooly a credible AI note taker for sales calls rather than another doc tool with a CRM export button, and it set the bar for sales CRM automation at the note layer.

Sales ops built templates that carried your own Salesforce fields, required sections and validation rules. Reps picked a template per deal stage and the structure did the coaching. Setup took real work, often a week or two from a RevOps person, and that cost showed up before any rep saw value.

The pipeline view looked like a spreadsheet and wrote back to Salesforce in real time. Editing a stage, a close date or a next step across dozens of rows took one pass. Teams that lived in list views noticed the difference in the first review meeting.

Each deal had a room holding notes, contacts, files and history. Managers could inspect a deal without asking the rep for a recap, and reps picking up a stalled account could read what had already been tried.

Playbooks watched note content and surfaced a battlecard when a competitor or a common objection appeared. It's the closest thing the platform had to real time coaching, and it only worked if reps kept writing in Dooly instead of a separate doc.

The browser extension pulled contact details from a page and added new people to Salesforce in one click. It handled the small chore of creating a contact mid call, which is exactly the chore reps skip.

Required fields, locked sections and template permissions let admins keep the data model intact. The catch: strict rules made notes slower to finish, so teams had to pick between clean records and fast logging.