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

"Game changer!"

What do you like best about Dooly? I love that I can now stay in one place all day, taking notes and knowing that they will sync to my SFDC account, opportunity, or contact automatically. I was previously using OneNote and loved it EXCEPT that it does not sync to SFDC. Taking notes in SFDC is the worst use of a seller's time; it takes several clicks to get to the right place and eats up so much of your day. In today's world, maximizing your time to productivity is where the margin between ...

"Love the platform"

What do you like best about Dooly? It has made note-taking & salesforce updating so much easier and faster. Has really helped my workflows and has saved me a lot of time. What do you dislike about Dooly? Nothing at this moment, like I said it works really well What problems is Dooly solving and how is that benefiting you? Updating Salesforce takes a lot of time from loading pages to hitting save then moving to another page. Love that Dooly has all of my opportunities consolidated in one ...

"Hands down favorite!"

What do you like best about Dooly? The customization of Playbooks and Note-taking fields tie for my favorite features in Dooly. In Playbooks, I love being able to pop into a saved view of my accounts and only see Salesforce fields that I need. Sorting and filtering Salesforce fields on the Playbook is helpful for account planning, and updating the Salesforce fields straight from the Playbook view saves TONS of time. Lastly, having templates for Note-taking makes it easy to prep for calls ...

"Dooly helps me Do Better Work on a daily basis"

What do you like best about Dooly? Dooly is incredibly easy to use. It keeps me organized so I always remember what I am talking about with my customers from week to week. I am also able to easily update my pipeline and as a sales person, it is instrumental in my success. What do you dislike about Dooly? Nothing - I really enjoy utilizing Dooly What problems is Dooly solving and how is that benefiting you? I am able to stay organized, update my pipeline, keep my notes updated on my ...

"When I don't use it I fee lost..."

What do you like best about Dooly? -The ease of integration to SF -Ability to add notes into all my calls seamlessly -The templates allow me to prep for calls and get the information I need to facilitate a great discovery call What do you dislike about Dooly? There isn't much I've found I dislike about Dooly What problems is Dooly solving and how is that benefiting you? The problem I'm solving is quickly updating SF and getting notes into the opportunity to keep me on track.

"Dooly helps you do Salesforce better"

What do you like best about Dooly? So easy to link up and use. Interface is great. What do you dislike about Dooly? No spellcheck function for the Mac version. What problems is Dooly solving and how is that benefiting you? Saves time to make entries in to salesforce while on a call.

"Huge time saver"

What do you like best about Dooly? I love being able to update multiple Salesforce fields from one screen. It saves me a lot of clicking & saving inside of Salesforce What do you dislike about Dooly? The only thing I can think of that I dislike is that I didn't find it sooner! Recommendations to others considering Dooly: If you're an AE that has to update Salesforce opportunities or a BDR who is using Tasks.. use Dooly! What problems is Dooly solving and how is that benefiting you? Time ...

"Dooly is a game-changer"

What do you like best about Dooly? I love the Dooly board views for Salesforce reports. Dooly makes it super easy to view the most important data in a report and improves my efficiency with their in-line editing capabilities. What do you dislike about Dooly? There is an occasional sync error with Salesforce, but it doesn't happen enough to disrupt my workflow. What problems is Dooly solving and how is that benefiting you? I am saving time with Salesforce report creation and it has improved ...

"Time Saver/Deal Mover"

What do you like best about Dooly? I like how simple Dooly is to use and that I can see my notes on an opportunity in sequential order to remind me of the story that is told throughout our journey. You can also leverage boards to update notes on your opportunities quickly and easily. What do you dislike about Dooly? Nothing that I dislike. It saves me time and does the job I need it to do. What problems is Dooly solving and how is that benefiting you? I save time taking notes during the ...

"This is awesome!!"

What do you like best about Dooly? The seamless nature, as a high volume rep, I was not a fan of all the places I had to go to take notes, make sure things were imputed where everyone can see, felt like I was spending more time being a note-taker than I was able to connect with people. The seamless integrations with Sf and other tools seriously made my life so much easier!!! I could fill it out once as well as use templates and know that everything would be recorded. Less time with ...