Know where every deal stands.
A pipeline that shows what happens next, not just what something’s worth, and nudges you before a deal goes cold.
Nothing typed twice.
Most deals start as a message. In Doodali the message, the person and the deal stay joined, so anyone picking it up can see exactly what was said and promised.
- Turn an inbox enquiry into a deal in one click, contact, conversation and source come with it
- Set up the stages the way you sell, with a pipeline for each kind of work
- Add products from your price list so deals add themselves up
Won work becomes a project, and an invoice.
The moment a customer says yes is when most tools make you start typing again. Doodali carries everything forward.
- A won deal opens a project on the right board, with the budget attached
- Raise the invoice from the deal with the price already filled in
- Customers can pay online by card, and it syncs to Xero
Everything a pipeline should do. Nothing it shouldn’t.
Your stages, your way
Name the stages how you actually sell. Drag deals between them as things move.
Nudges before it goes cold
Deals nobody has touched for a while come to the top, so follow-ups don’t slip.
An owner for every deal
Everyone can see who’s dealing with what, and what’s due next.
Products and price lists
Add what you sell once and pull it into deals, orders and invoices.
Reports that answer questions
What’s coming in, what you’ve won and where your best work comes from.
One pipeline per business
Own more than one company? Each has its own pipeline, and you can see them all together.
Just ask what needs chasing.
No filters or reports to build. Ask the way you would ask a colleague, and act on the answer straight away.
Questions,
answered.
Anything else, ask, a real person replies.
Can I have more than one pipeline?
Yes. Each business has its own pipelines, so you can keep new business, renewals or different services apart.
Can I bring my customers across from another CRM?
Yes. Customers and their contacts import from a spreadsheet or a CSV export, and anyone already in Doodali is skipped. See Moving to Doodali for how.
Is there a limit on deals or users?
No. Unlimited users and unlimited deals, all for £19.99 a month.
Does it work with Xero?
Yes. Invoices raised from won deals sync to Xero, and customers can pay online by card through your own Stripe account.
Less juggling. More doing.
Bring one business across and see how it feels. If it isn’t better than what you have now, nothing’s lost.