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

Dooly is solving a unique need and has made good salesforce hygiene infinitely more scalable

What do you like best? First things first, Dooly was incredibly easy to get started with. I was able to build out call templates and put them into use in a matter just a few hours. It automatically mapped to our Salesforce instance and custom fields with 0 need to involve sales ops, right outta the box. Dooly's board views for opportunity management eliminates the tedious experience of having to update a sales funnel one opportunity at a time. This has traditionally been a huge pain ...

Keep up the Good Work!

What do you like best? It is intuitive and syncs to SFDC. make it easy to take notes. Support team proactively reaches out. What do you dislike? Nothing so far. I use it every day and I am satisfied Recommendations to others considering the product: I would highly recommend to any sales professional as note taking tool. What problems are you solving with the product? What benefits have you realized? helps me be efficient with my note taking

The CRM Police are finally off of my back!

What do you like best? I admit that I am not the best note-taker. Some live in SFDC, some are in Google Docs or Evernote, others live in notepads. I simply have not found a solution that fits my needs until now! Dooly has provided me with the ability to create my own note templates that not only push to Salesforce, but pull pre-existing information into it as well! Boards have provided me with a way to customize CRM data the way I need to see it. While in-line editing makes updating ...

Great tool for pipeline management and time savings

What do you like best? Easily update sales notes and Salesforce fields, streamline tasks and stay organized! What do you dislike? Sometimes notes can glitch and delete what I'm currently typing but for this tool I use more than any other, that's a minor inconvenience. Recommendations to others considering the product: Use it! You won't regret it! What problems are you solving with the product? What benefits have you realized? No longer does my boss have to hound me to ...

Easy to Use and Intuitive Salesforce Note-taking tool

What do you like best? Clean, modern interface and an easy way to take notes and updated Salesforce opportunities What do you dislike? I've accidentally saved a note that overrode some important data in Salesforce (important to understand how the Sync tool works) What problems are you solving with the product? What benefits have you realized? Improved information tracking during the sale process

Makes Salesforce opp/note/account management a breeze

What do you like best? We're using Dooly across our entire sales team here at CrowdRiff and it's been a complete life saver for us when it comes to simplifying the process of logging call notes & activities as well as updating information on individual records. We've found Salesforce to be really slow for regular tasks like updating information on opportunities or accounts but in Dooly, you're able to have customized views into your opportunities, accounts, contacts and leads and ...

Quick & Easy

What do you like best? Dooly helps enable an easy sync to Salesforce, and keeps all my notes in one place What do you dislike? I would love if there was a plugin or extension for emails! Recommendations to others considering the product: Great product! What problems are you solving with the product? What benefits have you realized? Taking better notes and ease of use!

Stay out of Salesforce

What do you like best? Dooly is a huge time saver for me and allows me to stay sane by keeping me out of Salesforce for the majority of my day. I can maintain my pipeline and take notes from within Dooly much faster than I could in Salesforce. I also have quicker access to Salesforce fields while I'm in a meeting. What do you dislike? All of the Salesforce fields have to appear in the body of the note. Some of our fields get fairly large, for example detailed goals and timelines. ...

loved by all. Sales reps & managers. Notes/pipeline/opportunities/lead management at it's finest!

What do you like best? Dooly sits on top of salesforce so you can effortlessly take notes and manage your pipeline/opportunities in mass with ease. Dooly's team/support is very attentive and always going the extra mile. There is rarely a feature that I desire that's not already in the product or in the product roadmap. What do you dislike? I wish more of my team and company was using Dooly. Recommendations to others considering the product: Huge time saver. Great way to get ...

Simple, quick, and great support.

What do you like best? I've been using Dooly for about 8 months and so far it's been super easy to use. It integrates well with SFDC which is very important for us. I had a support question a few months back when i deleted something I wasn't supposed to, and got a response and fix right away. They also went out of their way to make a suggestion and tip about how I can use a certain feature better, because they noticed my usage on the account. What do you dislike? I haven't used ...