Turn your customers into raving fans.
From sales-to-CS handoffs to renewals management or expansion opportunities, Dooly gives CS teams a workspace to manage each account, take notes, and auto-update Salesforce while you work.
Trusted by the world’s highest performing revenue teams
Have perfect handoffs for every deal.
Never play 50 questions again. Dooly ties together every conversation into a succinct deal summary, bringing you every note and field you need to do your job right away.
"I don't have to worry about remembering certain things, because Dooly takes care of it all."
Sara Samaha, Customer Success Manager, Liftoff
Sara Samaha, Customer Success Manager, Liftoff



Support each account with ease.
Be prepared for every call. Dooly lets you build playbooks and templates around your frequently used talk tracks and content for onboarding sessions, QBRs, and renewal conversations.
"Activities like forecasting renewals become a breeze when building Boards based on renewal opportunities."
Sam Brennand, VP Customer Success via G2
Sam Brennand, VP Customer Success via G2

Share valuable insights with your team instantly.
Don’t keep customer feedback to yourself. Reveal key learnings, ROI stories, and customer comments with your revenue team so they know what works and what doesn’t.
"Our rep handoff between sales and customer success is markedly better and our Salesforce hygiene continues to improve."
Bryan N, Director, Sales Enablement via G2
Bryan N, Director, Sales Enablement via G2

Leader
Sales Enablement and Sales Performance Management
