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

"Amazing tool for Customer Success Managers"

What do you like best about Dooly? Dooly provides so much value to our CSM team. We are able to take notes on calls with our customers, track the most important information and it sync right over to Salesforce instantly so we are always working with fresh data, and other teams are working with fresh data. What do you dislike about Dooly? It would be great to have more collaborative functionality so that we could work on plans and projects with other teams What problems is Dooly solving and ...

"Do your job…faster"

What do you like best about Dooly? Dooly helps me to take great notes, easily link them to opportunities to refer back to, AND quickly update my pipeline all in the same tool. What do you dislike about Dooly? Outside of some minor things I can't think of anything that would be a dislike for me. I'm in Dooly every day and can't imagine a world without it Recommendations to others considering Dooly: If you are trying to take notes in a different tool and then copying over to your CRM, take a ...

"Dooly has saved me a ton of time not having to work from within SalesForce"

What do you like best about Dooly? Very easy to fill out all the required information needed in SalesForce fields without having to log into Salesforce and manually enter each field. I can map the fields I need in Dooly to SF and then I just type in all the info I need. Super fast and easier than filling them out in SF. It helps me take the notes I need for each customer and then syncs it to SF and keeps from having to takes notes a separate note taking app and then copy and paste into ...

"Dooly is doing it !"

What do you like best about Dooly? Links to SFDC Links to SLACK Links to my calendar Makes note taking easy, assign tasks to people with due dates inside the note. Update fields in SFDC inside the note. Get hints on what to say using the playbooks And templates to remind you what you should cover in a meeting. What other app does all this in one tight little package. What do you dislike about Dooly? No interface to Grammarly for spell check. Need interface to my contacts so I can add anyone ...

"Works as an external memory for my brain."

What do you like best about Dooly? The ease of connecting my notes to my SF data. What do you dislike about Dooly? It can be hard to save notes to other locations if taking notes that don't pertain to a specific Salesforce opportunity. Recommendations to others considering Dooly: Give your brain a break and let Dooly help you remember tasks and more easily reference data on customers and clients. What problems is Dooly solving and how is that benefiting you? It allows me to take notes in a ...

"Dooly transfers information easily between systems and is accessible from multiple locations"

What do you like best about Dooly? Love the integrations that are possible! Slack and Salesforce are extremely helpful integrations for our team to have access to. Templates in Dooly are also beneficial to have to standardize information across employees. I like that everyone can share information simply and review each others' notes. What do you dislike about Dooly? Occasional bugs, sometimes information can be hard to find. I have experienced a couple of times where I have been typing a ...

"Easy way to stay organized"

What do you like best about Dooly? I love how easy it is to create templates within Dooly to help our sales team stay structures within their demos and keeping their salesforce hygiene. As a sales leader, it's vital to understand specifics within each opportunity my sales team is managing; dooly makes it easy to ensure our team is getting all of the vital information we need to know on each call, and input it into Salesforce easily What do you dislike about Dooly? Nothing that I dislike ...

"Happy Growth Manager + Dooligan who no longer feels the disjointed CRM feels"

What do you like best about Dooly? End user experience and the reporting for pipeline management to Growth director. CRM hygiene has been a breeze with Dooly, and the friction of data exchange to Salesforce immediately is now frictionless. Successful data flow to SFDC, what usually took 45 minutes a day is down to about 10 minutes a day. What do you dislike about Dooly? Not too much to add here. One suggestion for OCD types like me, wanting to keep all windows compact and small text: If you ...

"Super Useful & Efficient Solution"

What do you like best about Dooly? Intuitive, user-friendly, & syncs quickly with SF. Makes my admin updates in SF a breeze. What do you dislike about Dooly? Nothing to say I dislike. Keep up the good work What problems is Dooly solving and how is that benefiting you? SF for anyone in sales and sales leadership constantly needs to update SF fields and this tool allows you to work quickly and efficiently. One of the key benefits is that you can pull your OPP / Leads in one view and begin ...

"Making Salesforce Easy"

What do you like best about Dooly? Dooly has definitely simplified my life in terms of managing my pipeline in Salesforce. What used to take 30 seconds now takes 3 seconds to do. When you multiply that across a lot of opportunities, the time savings are evident to anyone. The Dooly team themselves are also a pleasure to work with. What do you dislike about Dooly? Sometimes, our Salesforce rules do not translate well to Dooly, so we can't do absolutely everything we'd like in Dooly itself, ...