Founder-led sales
You are selling while doing four other jobs. Grow is a list of who to talk to next, not a CRM you have to feed.
All products
Dockly SalesBeta
Find opportunities. Grow relationships.
Give leads, conversations and follow-ups a shared home, from first contact onward.
Included in Dockly One. Ask about this module on its own.
Sales overview
Across your workspaceConnected insights
Lead pipeline
Inbox
Ready when you areOne connected workspace
The gap between a conversation and an invoice is where most small-business revenue leaks. Dockly Sales keeps leads, follow-ups and won deals in the same system as the money, so nothing needs re-typing at the moment it finally matters.
ILLUSTRATIVE PREVIEW
Sales at a glance
A sample view of how this app could keep your team in sync.
New leads7Sample week
Follow-ups12To plan
Conversations18In progress
WHO IT IS FOR
Built for the way you already work
Small sales teams
Shared visibility of every conversation, so a handover does not lose the context.
Services businesses
Quote, win, invoice and get paid without the customer being created three times in three tools.
IN DETAIL
What Dockly Sales does
Every capability needs product sign-off before launch.
Leads and pipeline
A simple pipeline you can actually keep current, with the next action on every deal visible at a glance.
Conversation history
Calls, emails and notes against the customer record, so anyone picking it up knows where things stand.
Follow-up reminders
Dockly AI flags the deals that have gone quiet and drafts the nudge for you to send.
Quotes
Send a quote that becomes an invoice on acceptance, with the same line items and the same customer record.
Shared inbox
Customer email in one place rather than in whichever team member happened to receive it.
Source tracking
See which channels actually produce revenue, measured against invoices paid rather than deals claimed.
CONNECTED DATA
What flows in and out
The reason Sales needs less of your time than the tool you use today.
Out of Sales
What changes
- Nothing is quoted twice or invoiced never.
- The customer exists once, from first conversation to final payment.
- You can see which deals have gone quiet without opening every one.
QUESTIONS
Before you ask us
Is this a full CRM?
It is deliberately smaller than one. Grow is built for teams that abandoned a heavyweight CRM because keeping it current was a job in itself. If you need territory management and complex forecasting, tell us and we will be straight with you about fit.
Does it connect to my email?
Grow keeps a shared record of customer conversations so context is not trapped in one person's inbox. Talk to us about which mailbox you use and we will confirm what is supported.
Can I quote in a different currency?
Yes — quotes and the invoices they become support multiple currencies, with your books staying in rupees.
What happens to a deal once it is won?
It becomes a draft invoice in Books with the customer, line items and amounts already filled in. You review and send. Nobody re-keys anything.
DOCKLY SALES
Contact our teamReady to explore Sales?
Talk with the Dockly team about what your business needs.