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

A Necessary Tool for Managing 50+ Opps at a time in Salesforce

What do you like best? At any given time, I am working with 50-100 opportunities and it's not efficient to update all of the necessary fields by accessing each opp in Salesforce. Instead, I keep Dooly open on one screen at all times and enter my sales updates as I go from one central location without having to click in and out of opps. Moreover, it's super easy to use and I can customize my own view. What do you dislike? Sometimes it doesn't pull all of the fields in from ...

Great tool for notes and Salesforce updates

What do you like best? Dooly makes it easy for me to quickly take meeting notes directly into a Salesforce opportunity and update SFDC fields. What do you dislike? When picking a choice from a dropdown menu in a Salesforce field, I should be able to type the first letter of the option I'm looking for to jump to that section of the dropdown list. What problems are you solving with the product? What benefits have you realized? Dooly helps my team easily update Salesforce opps, ...

Dooly helps me keep consistent notes and reminds me to cover key topics I sometimes forget.

What do you like best? I love the templated notes format that can link fields directly back to Salesforce.com . This allows me to ensure I'm covering all of the key points of qualification for sales-focused conversations. It's also amazing to see all of my notes for a specific opportunity connected in one view, so I can reference previous conversations throughout the sales cycle. What do you dislike? It's tough to take notes while demonstrating on one screen. ...

Great tool to increase impact / usability of Salesforce

What do you like best? - Clean, powerful notetaking UI - Proper workflow to route notes and tasks to proper Salesforce objects - 2-way flow with Salesforce enables user to pull Salesforce data into a note - Helpful, customizable Boards overview is like a user-friendly, quick Salesforce report What do you dislike? - Share Note feature is helpful, but it creates a link that anybody could hypothetically access so this particular feature doesn't meet our privacy standards ...

A simple solution to a constant challenge

What do you like best? Dooly just does what it's supposed to and gets out of your way. It is simple to set up, blends perfectly with your workflow, and doesn't introduce any unnecessary noise into your day. What do you dislike? I can't think of anything. I have never been annoyed or thought "I wish it would do XYZ". What problems are you solving with the product? What benefits have you realized? I have never trusted inputting call note data into a CRM directly. The risk of a ...

A DAILY NECESSITY

What do you like best? BEING ABLE TO CLICK STRAIGHT FROM MY GOOGLE CALENDAR INVITE TO DOOLY MAKES ANY NAVIGATING THROUGH SALESFORCE OR COPY-PASTING NOTES FROM MY NOTES APP UNNECESSARY. I LOVE HOW EASY IT IS TO ACCESS PAST NOTES AS I'M TAKING NOTES, AND HOW EASY IT IS TO CONNECT MY NOTES TO THE COORDINATING OPPORTUNITY IN SF. What do you dislike? SOMETIMES I HAVE 4-5 DOOLY TABS OPEN BECAUSE OF BACK-T0-BACK-TO-BACK CALLS. MY PLAN IS TO GO BACK AND REFINE MY NOTES BEFORE SYNCING THEM. ...

Very Useful

What do you like best? I like the bi directional sync function and the ability to use boards What do you dislike? I wish there was a way to show an overview of the account while taking notes during a call (industry, important ideas) Recommendations to others considering the product: Buy it! Dump Quip What problems are you solving with the product? What benefits have you realized? Memory

Time Saver, Plain and Simple

What do you like best? Dooly simply makes me better at my job. I'm more efficient, and I'm enabled to leave more detailed information, with less hassle or frustration. What do you dislike? The sync time between Dooly and SFDC seems to be longer than you'd expect on occasion. There are small nuanced issues that come up from time to time, as I begin to build out my own 'way of doing things', within Dooly. None are critical. What problems are you solving with the product? What ...

One of the best tools I have ever used.

What do you like best? It's seamless. It makes my life easier and I don't have to worry about duplicating my work - it does everything for me. It's like it can read my mind. What do you dislike? Nothing. Literally nothing. Looking forward to seeing more integrations :) Recommendations to others considering the product: If you are someone who has multiple different systems that need to be updated after a call (with notes or tasks etc) and find this can take time out of your ...

Easy and Useful ... a tool I couldn't do without

What do you like best? - The fields you can pull from SalesForce (and really the entire Salesforce integration capabilities) - the templates I can create personally, but also for my team - how easy it is to review previous notes and those of others. I recommended Dooly to my previous companies literally after one day of using it at my current company. What do you dislike? Sometimes the pop up for the bullet points, contact, text manipulation etc, does not seem to ...