Dooly

Effortlessly integrates with Salesforce, significantly reducing the time required for data entry and updates.

Streamlines note-taking and pipeline management, helping sales professionals remain organized and efficient.

Bulk updates for Salesforce fields save hours of administrative tasks each week.

Intuitive templates simplify note-taking and ensure standardization across teams.

Centralized hub for managing notes, opportunities, and tasks, improving collaboration and transparency.

Strong customer support and responsive team addressing user queries and feedback.

Seamless integration with tools like Google Calendar and Slack enhances workflow efficiency.

Playbooks and templates speed up onboarding and help share best practices across teams.

Enhances forecasting, reporting, and data accuracy with minimal effort.

Easy to manage notes from sales calls, with automatic syncing to Salesforce for better accessibility.

Occasional syncing issues with Salesforce, leading to delays or rework.

Initial learning curve for new users, with some features feeling less intuitive.

Limited mobile support; lack of a dedicated mobile app limits on-the-go productivity.

Minor bugs in note formatting or UI elements can cause frustration during usage.

Search functionality can be limited, and organizing notes or templates into folders lacks flexibility.

Newer layouts and updates not always liked by users accustomed to previous designs.

Dependencies from Salesforce setups may cause performance issues, such as slow syncing.

No option for an undo button if errors are made during updates or notes entry.

Desktop-only workflow limits flexibility for those looking for deeper integration into Salesforce or CRMs.

Template creation, though powerful, can be time-consuming without proper training or guidance.