Dooly Reviews in April 2025: User Ratings, Pros & Cons

"Sr. Account Executive"

What do you like best about Dooly? Makes updating pipeline super easy and effecient - gone are the days of putting off updating SF pipe because the Salesforce experience is not user friendly, too many clicks and long load times What do you dislike about Dooly? None - I love it. The note taking feature is also as well & sync everything with Salesforce within seconds. Helps me fly back to my notes in a modern and sleek UI What problems is Dooly solving and how is that benefiting you? Up to ...

"Easy tool to organize calls and get notes and data transferred quickly!"

What do you like best about Dooly? - transferres data and notes to salesforce - playbooks are super helpful - love creating my own templates - love that I can share templates with the team - connects to slack but would love to see more options to share info with slack What do you dislike about Dooly? Does connect to slack but won't allow transferring single notes to specific channels What problems is Dooly solving and how is that benefiting you? Speeds up the process of collecting feedback ...

"Easy tool to organize calls and get notes and data transferred quickly!"

What do you like best about Dooly? - transferres data and notes to salesforce - playbooks are super helpful - love creating my own templates - love that I can share templates with the team - connects to slack but would love to see more options to share info with slack What do you dislike about Dooly? Does connect to slack but won't allow transferring single notes to specific channels What problems is Dooly solving and how is that benefiting you? Speeds up the process of collecting feedback ...

"Sr. Account Executive"

What do you like best about Dooly? Makes updating pipeline super easy and effecient - gone are the days of putting off updating SF pipe because the Salesforce experience is not user friendly, too many clicks and long load times What do you dislike about Dooly? None - I love it. The note taking feature is also as well & sync everything with Salesforce within seconds. Helps me fly back to my notes in a modern and sleek UI What problems is Dooly solving and how is that benefiting you? Up to ...

"User friendly way to manage accounts"

What do you like best about Dooly? I love that Dooly integrates with our CRM so I don't need to take notes in more than one place - I much prefer Dooly's user interface and templates What do you dislike about Dooly? It isn't the most intuitive tool to learn, but all it takes is a colleague to show you the ropes What problems is Dooly solving and how is that benefiting you? Our CRM is more robust which, while necessary, makes it very difficult to quickly get to the accounts I focus on and ...

"First Software Purchase"

What do you like best about Dooly? Smooth Pipeline Reviews Quick Salesforce Updates Streamlined notetaking process What do you dislike about Dooly? There are some minor bugs in note formatting from time to time, but that is it! What problems is Dooly solving and how is that benefiting you? Updating Salesforce data more efficiently while having a place to take my notes during a call.

"Awesome tool to keep track of pipeline"

What do you like best about Dooly? Dooly allows me to keep track of all my opportunites and update the required fields in one, simple place. It saves me 1-2 hours a week and allows me to focus my time on other tasks. Dooly also has great note taking templates and integrates great with Salesforce. What do you dislike about Dooly? One thing that would be nice is if Dooly was embedded in SF so that I did not have to view it in a different window. That would save me some time having to jump ...

"My boss doesn't ask me if I've updated Salesforce anymore"

What do you like best about Dooly? It integrates so seamlessly with our CRM! I can add all the relevant fields while taking notes and I never have to go back into the opportunity to clean up the data. So much less time spent in Salesforce! What do you dislike about Dooly? I have too much time now and that means more prospecting :) What problems is Dooly solving and how is that benefiting you? I was initially looking for a note-taking app that integrated with our CRM, but Dooly does so much ...

"My top performing Account Managers asked for Dooly"

What do you like best about Dooly? Dooly is an highly efficient and effective addition to Salesforce that makes its easy for our AE's to gather customer Intel, back into SF. They're able to grab any passing Contact from emails, LinkedIn, etc and record their call notes INSTANTLY back into Salesforce. Our top AE's have created their own Playbooks, or use company templates to gather information they need to accelerate their deals. We re-use these proven playbooks to provide new AE's with the ...

"Helps keep my data synced and visible to the team"

What do you like best about Dooly? Dooly is my go-to toold for taking notes. Due to the ability to sync my notes with Salesforce, I am keeping my data clean and transparent and my team always up-to-date with whatever I discussed on calls. Dooly helps me keep my communications visible to the rest of our org with no additional effort or Salesforce work. What do you dislike about Dooly? Nothing really. I like the tools and I know it has a lot of very powerful features. I know I am not ...