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

"Phenomenal tool for note taking and syncs with opportunities!"

What do you like best about Dooly? Dooly is such a great tool to not only collect notes, but to collaborate on them together with my other colleagues. The fact that it integrates to our CRM and can even tie into opportunities is just icing on the cake. What do you dislike about Dooly? I love Dooly, but I wish they also had a mobile app! The website is great, along with the app in the Mac App store. Other than that, I've had no issues. If I've needed support, the team is always keen to help ...

"Saves me time and makes me money"

What do you like best about Dooly? I work in a very transactional role with many many Salesforce opportunities with mandatory fields. In a quarter I could be working more than 60 opportunities easily. Before using dooly I would be in pain with my admin and it would stall my deals and ruin my forecasts. Now I look forward to speeding through my work What do you dislike about Dooly? I would like to have better functionality with editing on the Account level of Salesforce within one note. At ...

"Great tool for to help organize and drive sales"

What do you like best about Dooly? How intuitive and easy to use the solution is. Great for cross-collaboration and overall a huge time saver. What do you dislike about Dooly? Takes a second to learn how to properly use the tool, but honestly not many complaints. Recommendations to others considering Dooly: Utilize the tool to cross collaborate and make your life smoother with a consolidated tech stack! What problems is Dooly solving and how is that benefiting you? I save a ton of time ...

"Loving Dooly"

What do you like best about Dooly? Dooly makes my life much easier. I can store notes in a single place, manage my pipeline easily and make edits with no loading time or trouble. The Dooly tool has surely helped me! What do you dislike about Dooly? Dooly can do a better job of organizing notes. Ideally, folders can exist and sometimes I do find the back slash edits within notes to be confusing when using backslash to represent something other then an in line edit. What problems is Dooly ...

"Easy to take notes in business meetings and sync into Salesforce - need manager to set up correctly"

What do you like best about Dooly? You can pick the SFDC sections relevant to each stage and fill this out quickly, much faster than looking through Salesforce and getting error messages every time you submit notes. The Dooly extension is excellent, too. What do you dislike about Dooly? You need an active and engaged manager who will set this up according to your organization's specific salesforce rules. You get out of it what you put into it. Management needs to be proactive about ...

"Great tool for notetaking with awesome integrations to tools I use every day"

What do you like best about Dooly? Dooly makes great reqs for follow ups and is a great tool for taking and sharing notes internally at my company What do you dislike about Dooly? Sometimes Dooly deletes my notes randomly and I am unable to uncover them What problems is Dooly solving and how is that benefiting you? Collaboration, efficiency, productivity

"Organised and everything detailed in one place!"

What do you like best about Dooly? How easy is to set up a template and start adding information that is automatically synced with our CRM. The best thing is that I invest way less time in operational or administrative work. What do you dislike about Dooly? There is not much that I dislike from Dooly since the very beginning I have seen an improvement in time spent and I also learned how to properly do Discovery calls thanks to the templates. What problems is Dooly solving and how is that ...

"Dooly is a game-changer for Salesforce."

What do you like best about Dooly? The ease of updating records in Salesforce including notes and next steps. What do you dislike about Dooly? There are some obvious things that still need to be done in Salesforce. I think the challenge is to segment activity based on the tasks that are optimized for Dooly. What problems is Dooly solving and how is that benefiting you? Speed of updating Salesforce opportunity records is absolutely crucial for reporting.

"Makes my life much easier"

What do you like best about Dooly? Dooly saves me a lot of time when having to update certain fields from Salesforce. Whenever there is forecasting happening and my manager needs a full rundown of my accounts, it takes me less then 10 minutes to update them all. If i had to go into Salesforce and make the same changes it would take me 3x as much time. It also allows for comments on opps from my manager to me, which has been very helpful as well. Its not something I want in SFDC yet, but it ...

"Dooly"

What do you like best about Dooly? Dooly is easy and efficient to use. For new notes on new calls or going back to read prior conversation notes - Dooly makes it easy to find in once place, along with connecting your notes in SFDC, as well. Our team cannot live without it What do you dislike about Dooly? Sometimes it can be a bit buggy - the shortcuts in the note section could accidentally erase all of your notes mid call so you need to be careful or the call just wont pull up. What ...