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

"My favourite thing about using Salesforce (not having to be in it!)"

What do you like best about Dooly? Dooly is a real lifesaver for any GTM rep who speaks with many customers. I'm responsible for ~350 customers as an Account Manager, and calls can often be back to back. I save so much time being able to pop open my calendar in Dooly, click on my next meeting, and select a template to be ready to go. Being able to create SFDC tasks right from my notes ensures I never miss a thing, and I use Dooly as my primary task management tool. Pipeline management is ...

"Dooly makes salesforce easy for anyone"

What do you like best about Dooly? Dooly makes inputting notes and updating fields in SF 10000x faster. It saves me so much time every day. It generally takes about 2-3 minutes for me to change a record inside of SF. Dooly makes this process about 30-minutes. What do you dislike about Dooly? At times, the fields won't save inside of SF. You just need to make sure Dooly says "saved" before moving on. If it doesn't, you'll end up having to input the data again. I wish they had some sort of ...

"Dooly is my saviour!"

What do you like best about Dooly? I can edit multiple fields in Dooly WAY quicker than I can in Salesforce. It allowed me to be a lot more efficient with my team and keep my Salesforce records up to date. What do you dislike about Dooly? It's pretty straightforward, but to me that's a good thing! What problems is Dooly solving and how is that benefiting you? Salesforce can take a long time to render and load so editing multiple fields can be a pain. Dooly makes it so much easier to keep ...

"Best note taking & Salesforce updating App"

What do you like best about Dooly? Dooly is the easiest & fastest way to keep Salesforce up to date. I use the note-taking App for every call. It's super easy to take notes and then push them to Salesforce, Slack channels, tag colleagues for follow-up tasks, and keep an ongoing to-do list that syncs with Salesforce. One of my favorite capabilities is embedding Salesforce fields (like 'Next Steps') into your note canvas so you can update & take notes from one spot. What do you dislike about ...

"Excellent notes tool for Sales (especially if you use Salesforce)! Haven't looked back after trying!"

What do you like best about Dooly? I love that there's a desktop app and that it regularly auto-saves your notes as you're typing. The ease of creating and using Templates is also excellent for ensuring I cover everything I need to during my customer calls. I like that it's easy to toggle among various Notes and that you can also conduct keyword searches across all of them. I don't currently use the Salesforce or Calendar connectors with Dooly at my current company due to security ...

"The Best Tool for Efficient Workers"

What do you like best about Dooly? I loathe using Salesforce to manage administrative tasks. Using Dooly allows me more flexibility, efficiency and is simply a great tool to use from a user experience perspective. Syncing my meeting notes, updating opportunity info (close date, stage, next steps, etc), updating contact/lead and account information. Most weeks, Dooly is saving me 4hrs of time. What do you dislike about Dooly? There are few flaws to the product, in all honesty. What problems ...

"Saves time to let me focus more on my deals"

What do you like best about Dooly? Templates and Boards are fantastic for account management and building clarity in deal status/structure. What do you dislike about Dooly? Can be difficult to understand the use case of new features and requires tinkering. Recommendations to others considering Dooly: Ask the Dooly team for best practices on how to use Templates and Boards - they're the quickest way to become more efficient in managing your pipeline and building consistency in notes. What ...

"Seamlessly integrates activity with Salesforce"

What do you like best about Dooly? - Team can take notes while on calls in Dooly. Those notes automatically sync to Salesforce, to confirm activity within the account. It's particularly handy that you can designate what type of call it is (renewal, disco - initial, disco - ongoing, etc.), since that helps the team to gather data on what types of calls are leading to the best results. What do you dislike about Dooly? - No challenges at this time, since it works exactly as needed What ...

"Squeaky clean pipeline in a couple of clicks"

What do you like best about Dooly? Time to update is decreased significantly. More time spent selling. Less time wasted updating SFDC fields that don't load quickly or save. No adoption required. Anyone who has SFDC and needs to keep info updated and clean, Dooly is your answer. What do you dislike about Dooly? I wish there was a mass update and a calculation field so you could view all your pipeline from a high level. I have to use my calculator to see what I have in pipe each month + ...

"Great tool for the scatterbrained!"

What do you like best about Dooly? I love Dooly for its simplicity and ease of use! On my first day as an account manager, having been thrown a ton of tools at once to learn, Dooly was the quickest I picked up. The fact that it syncs with Salesforce is a huge win, because that means my notes stay with an account even after I transition it. This means seamless communication and record keeping for my company and teammates. What do you dislike about Dooly? I do wish it were more customizable. ...