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

"Time Saver!"

What do you like best about Dooly? Saves so much time when it comes to running a sales call- rather than having to copy and paste or retype notes it auto-sync's them across which makes a world of difference. What do you dislike about Dooly? We haven't set the competitors' feature up correctly yet. This means it highlights words from very old deals, which is a little distracting; however, if we'd set it up correctly, it would be a very cool feature. What problems is Dooly solving and how is ...

"Dooly is a great tool"

What do you like best about Dooly? For my quote flows in selling home insurance, I must enter the same client data into several different systems and carriers. Before Dooly, I used a sticky note for all the information that I would copy and paste into the carrier websites. This meant I had to enter the lead through Salesforce, take said data from Salesforce, copy it into my sticky note, so I could then copy and paste to the individual sites. It was a ton of back and forth. With Dooly, I ...

"Dooly makes it very easy for me to find and access notes from past meetings."

What do you like best about Dooly? I love that is syncs up with my Salesforce and can connect to certain opportunities. What do you dislike about Dooly? Sometimes the formating of the notes can look funky when I copy and paste - I wish there was a copy and paste option. Recommendations to others considering Dooly: As with anything great, Dooly takes some time to learn, but once you know how to take advantage of the tool, you can't go without it. So helpful! What problems is Dooly solving ...

"An essential tool for any Sales team!"

What do you like best about Dooly? Our reps love using Dooly because it really cuts down the amount of time they need to be in Salesforce performing simple, repetitive updates. As a Salesforce Administrator, I understand what can be configured and customized directly on the CRM to make these tasks as easy as possible, but Dooly is a plug-and-play solution that makes this a breeze for the team. From managing pipeline through "Boards" to taking high-quality notes, our reps will use Dooly as ...

"Every single person who ever has a meeting, should use Dooly"

What do you like best about Dooly? Easy note taking interface linked with Salesforce. What do you dislike about Dooly? I can't update more than one record at a time Recommendations to others considering Dooly: If you have ever had trouble taking notes during meetings, this is a tool that will help you so much. What problems is Dooly solving and how is that benefiting you? I always remember exactly where I am with each client, because I have a meeting trail of notes.

"Must Have Tool"

What do you like best about Dooly? How easy it is to keep my opps updated, I rarely go into Salesforce and spend most of my day in Dooly What do you dislike about Dooly? It offers me all of the features I need to successfully manage my pipeline. What problems is Dooly solving and how is that benefiting you? Staying on top of my opps, taking notes during calls, easily referencing previous customer calls

"Dooly saves me time by allowing me to take notes and sync with Salesforce"

What do you like best about Dooly? I love being able to search for my previous notes, add fields directly from my company's instance of Salesforce, and fill everything in immediately after the call ends and flip or not flip the meeting as opposed to letting it pile up until the end of the day. It saves me time, and my SDRs appreciate the quick turnarounds as well. I wish I had Dooly in my previous roles. What do you dislike about Dooly? Not a lot at the moment - only thing that stinks is ...

"Dooly helps get the job done!"

What do you like best about Dooly? Easy to find notes across teams to ensure everyone is on the same page regarding client's needs and objectives. What do you dislike about Dooly? So far, I truly do enjoy all aspects of the platform. What problems is Dooly solving and how is that benefiting you? We are a lot of teams and multiple folks at some time working with one client. Dooly helps me take notes in real-time with easy-to-use pre-created templates and helps me find my teammate's notes ...

"Simple time saver & huge benefit"

What do you like best about Dooly? Dooly saves so much time for me and ensures that the things that should be in Salesforce are in Salesforce. I was definitely never taking the time to make that happen in the past, so that in itself was a huge benefit. The biggest bonus for me with Dooly has been feeling "powered up" to use even more features (like the playbooks) and making better use of Salesforce functionality/features. The team is also incredibly responsive, friendly, and genuinely ...

"My Favorite Sales Tool. I use Dooly Every Day"

What do you like best about Dooly? 1. Quick and easy notes integration with Salesforce. 2. Simplified Pipeline view. 3. Keeps my manager from telling me to update Salesforce What do you dislike about Dooly? Dooly could have a few more options to enhance visuals Recommendations to others considering Dooly: Anyone conducting product demos that uses Salesforce What problems is Dooly solving and how is that benefiting you? Dooly keeps me out of being in Salesforce for unnecessarily long ...