Native Salesforce document generation and e-signature platform
Lead management CRM for capturing and following up on Facebook, Instagram and WhatsApp leads
Stage
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Founded
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Based in
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Pricing model
Freemium
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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
Three plans with per-user pricing, billed monthly or yearly. Starter: $10/user/month ($8/month with yearly billing). Growth: $18/user/month ($14.40/month with yearly billing). Professional: $25/user/month ($20/month with yearly billing). All plans include the same features with different limits on l
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
Capture and prioritize leads from Facebook, Instagram, WhatsApp and website forms
Auto-assign leads to sales reps based on custom rules
Two-way WhatsApp integration with full conversation history
Task management with reminders and completion tracking
Sales pipeline visualization and deal tracking
Real-time reports on lead sources, conversions and team performance
Mobile app for iOS and Android with push notifications
Custom fields and lead segmentation
Facebook Ads integration and Conversions API
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
Built specifically for small business sales teams, not enterprise features
All features included in every plan with no paywall
Free Facebook and WhatsApp lead capture with no manual data entry
First to respond advantage with real-time lead notifications
Built by founders who ran a lead generation agency for 9+ years