Dooly Reviews in June 2026: User Ratings, Pros & Cons

"Dooly for the win!"

What do you like best about Dooly? Dooly is one of the most powerful Salesforce tools a user can leverage. Streamlining the note-taking process, managing tasks, and supporting customizations. I love this tool and team. I'd recommend it to any Salesforce using Org. What do you dislike about Dooly? Setup takes time, but it's worth the time. Recommendations to others considering Dooly: Don't neglect the setup process. It makes a huge difference. What problems is Dooly solving and how is that ...

"User Friendly, Time Saving Application"

What do you like best about Dooly? Dooly helps me save a lot of time when I prepare for my client calls. All I need to do is select the template that I created and basically fill in the blanks to get ready for the call. Since I keep my templates up to date, I can't remember the last time that I forgot to research something or pull a specific bit of information from a contract. The sync to Salesforce feature is also awesome. What do you dislike about Dooly? I'm sure that this is an issue ...

"Dooly - what's not to love"

What do you like best about Dooly? The ability to track all meeting & notes What do you dislike about Dooly? I cannot think of any I dislike about Dooly. Recommendations to others considering Dooly: Use it, you won't regret it What problems is Dooly solving and how is that benefiting you? It's a central location I can reference for the status of all my accounts, notes from all meetings, with the ability to plan for the next ones and keep track of tasks.

"Dooly makes Salesforce easy!"

What do you like best about Dooly? I personally love using Dooly to make Salesforce Easier. What do you dislike about Dooly? I have not found much to dislike for me or the team using Dooly! It solved exactly what we were looking for! What problems is Dooly solving and how is that benefiting you? Dooly has been a massive time saver for the sales team, keeping the pipeline up to date is crucial but can also be a drag, Dooly has made that process simple. I personally find the ...

"And suddenly executives love how clean my salesforce is"

What do you like best about Dooly? Companies in the past have so many required fields in order to move things to the next stage or to get prepped for an internal deal review. As those standards got higher and higher the need for Dooly grew. Because I can in line edit my entire pipeline from a single screen it's way faster to keep things up to date without interrupting my flow. I can move from one task to another and then when I have time go back and update them all on a single page ...

"Taking call notes to the next level!"

What do you like best about Dooly? The ability for pop-ups to happen as I am typing to assist me on a call. What do you dislike about Dooly? That I didn't know about Dooly sooner. I always reference my notes from a previous call before jumping on a new call with a customer. Recommendations to others considering Dooly: I wish I had this tool earlier in my sales career. Keeps all my notes stored in one place and then syncs with Salesforce so I can have all my account info in one spot. What ...

"Saves me hours every week"

What do you like best about Dooly? Reporting, updating opps, running pipeline reports and forecasts as well as using it for closed opss and closed lost opportunities to learn from What do you dislike about Dooly? nothing, all is good with it. Can't complain Recommendations to others considering Dooly: Use it right away for templates for calls and running reports for easy updating What problems is Dooly solving and how is that benefiting you? Updating SFDC hygience, opps and reporting

"Simple yet effective"

What do you like best about Dooly? My pipeline, notes, and applicable info available in 1 spot What do you dislike about Dooly? Sometimes the syncing to Salesforce is lacking and I don't find out until later. What problems is Dooly solving and how is that benefiting you? No real issues.

"Simple yet effective"

What do you like best about Dooly? My pipeline, notes, and applicable info available in 1 spot What do you dislike about Dooly? Sometimes the syncing to Salesforce is lacking and I don't find out until later. What problems is Dooly solving and how is that benefiting you? No real issues.

"Easier than taking notes any other way, and it pipes right to SFDC!"

What do you like best about Dooly? Easy to use UI that is simple to adjust and personalize to make yourself as efficient as possible. It's easy to pull up before or even during a meeting and find the right event to make notes about. You can adjust stages, next steps and anything you would like as well as notes What do you dislike about Dooly? Not an easy way to make the notes show up as a timeline in sfdc without custom SFDC dev, I wish I could more easily see and share progress without ...