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Dochly vs XtraCRM

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Dochly compared with XtraCRM
DetailDochly logo DochlyXtraCRM logo XtraCRM
What it doesNative Salesforce document generation and e-signature platform CRM and ERP platform for managing customers, sales, finances, inventory, HR and manufacturing in one workspace
StageNot given Not given
FoundedNot given Not given
Based inNot given TR
Pricing modelFreemium Freemium
PricingFree 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 Free plan (1 user, 2 GB storage); Starter: $19.90/month or $199/year (5 users, 10 GB); Growth: $49.90/month or $499/year (15 users, 25 GB); Business: $149.90/month or $1,499/year (50 users, 50 GB); annual plans include 20% discount
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
  • Custom fields for workflows
  • Kanban boards and workflow management
  • CRM with lead and opportunity tracking
  • Financial management and invoicing
  • Inventory and warehouse management
  • Manufacturing with bill of materials
  • AI-powered analytics
  • REST API and webhooks for integration
  • WhatsApp Business integration
  • Document management system
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
  • All-in-one platform connecting CRM, ERP, and team collaboration in a single workspace
  • Highly customizable with unlimited custom field types
  • Over 70 pre-built integrations with REST API and webhooks
  • Free plan available with no credit card required
  • PCI-DSS compliant payment processing
Community votes00
DR (Domain Rating by Ahrefs)15 no change since last check17 +4 (up) since last check
Trust Flow (Majestic)512
Citation Flow (Majestic)1315
Referring domains (Majestic)61

5 details filled in for both companies.

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