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

An indispensable part of my sales stack

What do you like best? Dooly is a brilliantly intuitive and adaptable tool. I love how easy it's become to log new activities in Salesforce. It's also made account handovers so much easier - no more clicking in and out of a bazillion tasks to get the full run down on previous customer interactions. The note templates are also a major timesaver and a great reference point when on customer calls. What do you dislike? I'd love to see better discoverability for note templates, ...

I have no idea what I ever did before Dooly! 😮

What do you like best? The time Dooly saves me on a daily basis! I used to put off admin tasks until I had a large block of time to do everything at once and was actually in the mood to click in and out of contacts, tasks, opportunities etc on Salesforce. Now I can update my records in one go from an interactive dashboard. What do you dislike? Very little...... I did dislike use of Dooly on Web Browser only but the iOS Mac desktop app has been a saver for this and made the customer ...

Clean interface, easy place to take notes during call

What do you like best? Auto-sync allows me to quickly take notes and add to Salesforce contact/lead record, and refer to notes from previous calls easily, all on one page. What do you dislike? Would appreciate if I could use Dooly without having to link to a Salesforce record so I could use it to take notes from internal meetings, conferences, events etc. It would also be helpful to be able to tag other Dooly users in meetings, not just Salesforce contacts. Recommendations to ...

Huge Time Saver

What do you like best? I can launch Dooly straight from the Chrome plug-in and it's automatically connected to the opportunity in Salesforce. Once I find my template, it makes recording notes and syncing to the opp a seamless experience. What do you dislike? The only minor dislike is around hitting Enter within a template. It takes you to the next field, rather than go to a new line within the same field. When moving quickly it's hard to remember to hit Shift+Enter and I end up ...

More accurate forcasting

What do you like best? Great tool to easily update opps. The reps now have no excuse not to have a constantly updated pipeline as it takes them 2 minutes to do the whole lot! Also vastly improves discovery by using templates to prompt reps for MEDDPICC. What do you dislike? Nothing - It's pretty much perfect, and the team are great at taking any new feature requests on board! What problems are you solving with the product? What benefits have you realized? Better note ...

Timer saver!

What do you like best? I use Dooly all day. Being able to clearly see my pipeline means I don't let anything slip. Any issues I have had were quickly resolved by the Dooly team! What do you dislike? Haven't found anything I don't like. Sometimes being in Australia it might take 30 - 60 minutes for a support agent to respond to me but that's fair and I haven't had to use them often. Recommendations to others considering the product: GIve it a go. The team are super helpful. ...

Reducing Salesforce Noise & Focussing On Work

What do you like best? - I never have to go into our Salesforce UI as part of my day to day any more. I'm submitting all my account notes and activities through Dooly these days! - I really love the rich formatting options for account notes. Trying to create readable notes in Salesforce makes my heart sad. - It's a real time saver! The dynamic templates to push data into Salesforce are awesome. I also used to spend so much time scrolling huge pages to find a tiny 'save' button ...

Great experience with Dooly

What do you like best? The fact that I can input templates into Dooly that syncs up with my Salesforce is amazing. What do you dislike? There's nothing that pops to mind, would be cool to integrate templates into emails as well. What problems are you solving with the product? What benefits have you realized? Solving the issue of messy notes within our CRM. The benefits are that I can easily have my notes open in a neat fashion alongside my Zoom meetings.

The easiest way to connect notes to Salesforce records

What do you like best? I love being able to choose fields in Salesforce that I can change in my notes based on a call I just had i.e. account health, success notes, next steps, etc. What do you dislike? Their team is really good at responding to this issue, but sometimes my notes do not sync or they overwrite things I just wrote. This can be annoying but often as soon as I message their intercom chat team they can go dig this up in their back ups or something to get this back. Also ...

Great for sales teams

What do you like best? This is a great tool for taking notes on accounts. It syncs perfectly to Salesforce and allows other people on the team visibility into customer conversations. I like that it autofills my Opportunities, Accounts, and Contacts as I'm typing them to make sure that I am syncing to the right record. It's also got a very smooth UI and feels lightweight and not at all taxing on my computer. Customer Service team is also solid and did a live walkthrough/demo with me to ...