Native Salesforce document generation and e-signature platform
The dialer, CRM and AI agents on one platform
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
US
Pricing model
Freemium
Paid
Pricing
Free plan with up to 10 documents/month. Starter: $10/user/month (annual) or $12/user/month (monthly), minimum 5 users. Professional: $15/user/month (annual) or $18/user/month (monthly), minimum 50 users. Enterprise: Custom pricing for 50+ users. Dochly Storage add-on: $5/user/month (included in Ent
US Unlimited at $69 per seat per month with unlimited US and Canada calling; US Unlimited AI+ at $99 per seat per month including AI call analysis; US Dialer Plus at $169 per seat per month with additional AI agent minutes and free caller IDs; Enterprise available on custom quote. All plans include
Key features
Document generation from Salesforce records
Drag-and-drop template editor
Tamper-evident audit trail
Document storage in Salesforce Files
Salesforce Flow and API integration
Predictive dialer with voicemail and dead air detection
Built-in CRM with leads, deals, pipelines and custom fields
AI call transcription, summaries and sentiment analysis
Call scoring on communication, resolution, satisfaction and compliance
Multiple dialing modes from one-at-a-time to predictive
Skills-based routing and callbacks
AI voice agent for inbound call answering
Calendar and email integration with Gmail, Outlook and Microsoft 365
Live dashboards and call performance reporting
What makes it different
100% native Salesforce architecture with zero data leaving your org
Enterprise-grade security at affordable per-user pricing
HIPAA and SOX compliant workflows
No third-party tools or external servers required
Works across all Salesforce editions
Single platform for dialing, CRM and AI analysis eliminates manual logging and reconciliation between systems
Built for high-volume calling floors rather than small inside-sales teams
Calls write themselves to the record before the call is answered
AI voice agent answers calls automatically without custom code
Dochly
Adoptiv