Lead Management
- Multi-channel lead capture
- Lead scoring & routing
- Activity tracking
- Conversion analytics
Sales
Turn opportunitiesinto predictablerevenue.
Manage leads, pipelines, quotes and customers in one place. Dockly One helps your sales team close faster with AI-powered insights and smarter workflows.
- Account manager within 48 hours
- Guided setup and onboarding
- Built for growing businesses
How it works
A simple flow to turn opportunities into revenue.
- 1Capture leadsCollect leads frommultiple channels
- 2Manage pipelineTrack, prioritise andnurture opportunities
- 3Create quotesGenerate accuratequotes and proposals
- 4Close & growWin deals andbuild long-term relationships
Key capabilities
Everything you need to run a high-performing sales process.
Pipeline Tracking
- Visual pipeline management
- Deal stages & forecasting
- AI-powered insights
- Task and reminder automation
Quotes & Proposals
- Branded quote templates
- Pricing approvals
- Version control
- e-Signature integration
Customer Management
- 360° customer view
- Interaction history
- Renewals & upsell tracking
- Customer segmentation
A complete viewof your sales pipeline.
- Track every opportunity in real time
- Get AI-powered recommendations
- Collaborate across teams
- Turn insights into revenue
All (24)Qualified (8)Proposal (6)Negotiation (5)Closed (5)
| Opportunity | Account | Value | Stage | Close Date |
|---|---|---|---|---|
| Office Expansion | Riverside Co | $52,000 | Proposal | Oct 15, 2026 |
| Energy Contract | Summit Foods | $34,500 | Negotiation | Oct 28, 2026 |
| New Locations | Maple Grove | $28,750 | Qualified | Nov 10, 2026 |
| Facility Upgrade | BrightPath | $18,200 | Proposal | Nov 18, 2026 |
| Multi-site Rollout | Willow & Co | $42,000 | Negotiation | Dec 05, 2026 |
$287KPipeline
- Qualified32%
- Proposal24%
- Negotiation20%
- Closed Won16%
- Closed Lost8%
Works with the tools you already use
Seamless integrations. A connected sales stack.
HubSpotsalesforceMicrosoft 365Google WorkspacepipedriveSlackzoomAnd more
Ready to grow your sales?
Request access and add the products you need as you grow.
Request access- Account manager within 48 hours
- Guided setup and onboarding
- One named account manager