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

Best sales note-taking software

What do you like best? All my notes integrate into the Salesforce records, can update my opps much quicker from the board What do you dislike? Difficult to reassign the note to a different account/opportunity once assigned What problems are you solving with the product? What benefits have you realized? No more manual note taking, all notes get attached to the opps without effort

Makes my job much easier!

What do you like best? I love being able to quickly edit multiple data fields from a single screen, without having to go into each opportunity record individually. Took a ton of time and effort off the task of updating pipeline (probabilities, sales notes, close dates, etc). What do you dislike? Speed could improve. Sometimes waittime loading up different boards can be lengthy. Recommendations to others considering the product: Give it a test drive and utilize their amazing ...

One place for all my notes

What do you like best? Love the organization and ease of use. I can easily see all the notes taken for my account and automatically sync it to SF. What do you dislike? -Can't add in font colours or the ability to highlight text -Can't see contact's position/title in the pop-up card when you click into the contact in notes -Can't check off attendance of contacts in a meeting (i.e. although the contacts are included in the meeting, some may not show up so it would be great if ...

A very powerful customizable tool that eliminates Salesforce headaches

What do you like best? I like the chrome extension best, it doesnt get in the way of my current workflow, I'm still able to view salesforce on the same page. The template extension is most effective, being able to update & sync data in a seamless fashion What do you dislike? If I update fields directly into salesforce the information in Salesforce may end up being newer than the dooly template, as a result you have to delete the field from your Dooly template and reload it. ...

Account Executive

What do you like best? I used Dooly for work and it is great because as you type competitors it will bring up previous notes I put on other accounts. What do you dislike? The different browser and wish this would just get add-in Salesforce as I am reviewing an account. What problems are you solving with the product? What benefits have you realized? Saving notes and taking notes for all my calls

Best note taking app I've ever used!

What do you like best? I love how easy it is to connect to my open Salesforce opportunities and sync notes after the call. Also allows me to see a running list of notes from previous meetings every time I jump on a call - this makes it even easier to collaborate. What do you dislike? Not much I can say that I dislike. Sometimes the formatting can get a little wonky between headers and subtext but thats a minor thing. Recommendations to others considering the product: Do it! ...

Dooly is a Game Changer

What do you like best? Pipeline Management & Note Taking has never been easier. Love that my team can update notes & change stages without opening records in SFDC + creating prescriptive templates that guide reps through discovery & demo processes are helping our leadership team 1. gather more information per opportunity, 2. provide the reps with a way to self-evaluate whether they have enough information per deal, and 3. gather everything in one UI What do you dislike? We cannot ...

Easy to use, sales reps dream!

What do you like best? Increases speed of note taking, syncing to Salesforce.com, logging activities, etc What do you dislike? Not a lot to dislike- potentially some areas of improvement in the boards section to make it easier to do updates but that is pretty slick as-is! Recommendations to others considering the product: If you have issues with getting reps to log notes and/or update data in salesforce, Dooly can help! What problems are you solving with the product? What ...

Makes my job easier!

What do you like best? The thing that is most useful for me about Dooly is that we are internally measured on how many meetings we have - Dooly allows me to take valuable notes and track my meetings in Salesforce all at the same time. Another great thing about Dooly is the "playcards" feature - this allows prompts to come up when you type in a particular word which can be helpful on a call in case you forget something or lose your way. What do you dislike? If you select the ...

Great for syncing notes into Salesforce

What do you like best? Love the ability to Sync notes directly after my calls. I pull up dooly alongside my zoom/demo account. It makes it so easy to be able to sync the notes over without having to copy and paste. What do you dislike? I can't think of anything that I dislike about dooly What problems are you solving with the product? What benefits have you realized? centralizing my note taking in one spot for all my calls. Streamlining them into salesforce and organizing ...