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

Great way to manage book of business

What do you like best? I really like how Dooly makes managing my book of business so simple and easy. I like how I'm able to type notes or change fields within Dooly and it reports back to my Salesforce instance. What do you dislike? I think it can be a little tricky to setup your own templates. Wish there was more font customization within the template section. What problems are you solving with the product? What benefits have you realized? It has allowed me to stay ...

Great overlay to Salesforce

What do you like best? Keeps everything organized and creates the ability to manage meetings, notes, and pipeline from one place in a focused manner, while diminishing the amount of time spent inside of salesforce. What do you dislike? At times the integration can be delayed or bounce back. Also would be helpful to have account and oppoortunity notes inside of the same view. Recommendations to others considering the product: Great tool, simple to use. Effective in staying ...

Throw that notepad away & create efficiency instantly regardless of position.

What do you like best? I love Dooly. I was an early adopter at my company and have pushed more and more people to use it. Dooly will help you in several different areas but most importantly with organization and tracking of notes and meetings. I am in meetings all day long and talk with hundreds of companies a month, and before dooly, it was very difficult to track & organize my notes. With Dooly, I know what was said, what my next steps are - what topics I covered what topics I did not. ...

Makes note taking way easier

What do you like best? The salesforce sync, the ability to create a checklist that translates into Salesforce tasks. Being able to save templates as well is super useful. What do you dislike? Would be great to easily just have a "general account notes" vs. being entirely call based, but that's because I am using it in a Customer Success context. What problems are you solving with the product? What benefits have you realized? Being able to easily access everything I need, and ...

Dooly is a gamechanger for my productivity

What do you like best? I love being able to see all of my open opps in one place, and instantly update close dates, next steps, past next steps. This is a huge time saver and MUCH faster than salesforce. We also have recently began tracking held meetings and dooly was super quick in customizing their tool to make this easy for us. This has been a HUGE time saver. What do you dislike? I have had instances (user error on my part) where I have accidentally overwritten notes. ...

Everything good about Salesforce. Delivered quickly, and easily.

What do you like best? Dooly synthesises Salesforce reports, allows me to take my notes in meetings, develop action items and effect my salesforce records easily and quickly. It just works and is easy to understand. Using Salesforce without it will almost always inevitably end up in the same place. Poor salesforce hygiene. What do you dislike? The search function doesn't work like google in that if you type something and press enter it will just take you to the most recent record as ...

Dooly is the BEST

What do you like best? It helps keep me organized with my accounts. I speak with a lot of accounts in a day/week, Dooly is great for meeting prep, letting me see all the notes taken on each account prior to my meetings. Saves me SO much time. What do you dislike? Based on how I"ve used Dooly to date, I have yet to find anything that I dislike. What problems are you solving with the product? What benefits have you realized? Helps reduce time spent on meeting prep as all ...

I’m never been so organised

What do you like best? Salesforce integration is amazing aswell as the overall user experience - it’s so simple to use What do you dislike? Nothing, it’s perfect for use as it is 😊 Recommendations to others considering the product: Integrate tour crm and invest time in making great templates What problems are you solving with the product? What benefits have you realized? I use Dooly for note taking during meetings with prospects. It makes the task a complete breeze, ...

Dooly Review

What do you like best? As an AE I appreciate the fact that I can manage call notes as I am on a call that is in every stage of the funnel. Being able to take keynotes while you are talking to a potential business partner has been incredible to leverage and Dooly has really refined and simplified the way it is incorporated into our CRM. What do you dislike? If used properly there are hardly any flaws with Dooly. What problems are you solving with the product? What benefits have ...

Dooly is AMAZING

What do you like best? Connects with LinkedIn records allowing you to share notes easily with your team What do you dislike? Sometimes it is challenging to find old notes - I wish the search feature was a little better Recommendations to others considering the product: If the entire team uses Dooly it is the most efficient form of constant updated communication on deals What problems are you solving with the product? What benefits have you realized? Transparency ...