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

Saves me the most time out of all software we have implemented

What do you like best? Building out note taking templates for various reasons. No matter where the conversation starts or ends up going I have all my templates available to ensure that I don't miss a beat. The ability to share notes is great, we used to have information in multiple different places across one sales team, with dooly everyone is on the same page with up to date notes. What do you dislike? For me dooly works best on a vertical monitor because there is a lot of ...

A better UI for managing pipeline

What do you like best? Love that I can work out of this tool instead of our custom version of Salesforce, do much easier to manage pipeline, notes and tasks. What do you dislike? Would be nice to have a mobile app for iOS, or a progressive web app. What problems are you solving with the product? What benefits have you realized? Pipeline management, notes, tasks connected to SFDC

Essential tool that helps keep me organized and efficient.

What do you like best? I love the integrations! From the google calendar meeting invite integration to the salesforce contacts integration, I love how easily this tool connects all of my contacts and notes together in one place. What do you dislike? Nothing at this time, I haven't found one thing about Dooly yet that I can complain about. What problems are you solving with the product? What benefits have you realized? Efficiency, ease of creating contacts based on the ...

Dooly is the one stop shop for collaborative notes and mass SFDC updates

What do you like best? COLLABORATIVE - Notes attach on the opportunity level for the AE and can be added to by RMs and Customer Success folks SFDC MANIPULATION - Love how fields link to SFDC and you can update realtime What do you dislike? Interface could be wider so that when I view a note on a wide screen, it adjusts accordingly (reactive screen) Recommendations to others considering the product: just dooly it! What problems are you solving with the product? What ...

Salesforce just got fun!

What do you like best? Saleforce is a beast and such an amazing tool....but what I need is a focused and streamlined solution to quickly access, update and take notes against my Sales Opportunities. Dooly gives this to me in a clean interface with lots of configurability. What do you dislike? This is a hard one....if I HAD TO come up with a dislike it would simply be that Dooly are in early days and have lots of unexplored product potential. That said Dooly are VERY responsive to ...

If you talk to clients and you take notes, you need Dooly

What do you like best? How fast I can pull in salesforce fields to my call notes with a simple /. I can also build my own board views without having to create salesforce reports for quick updates with opps. What do you dislike? I would only say the available formatting for paragraphs of data is somewhat lacking. Tab key, for instance, but this is a minor gripe. I also wish there was a PDF attachment for documents I receive. There is the ability to attach photos. Recommendations ...

A great time saver!

What do you like best? I've used Dooly for a couple of years now and it's an awesome way to stop yourself from having to waste time dipping in-and-out of opportunities in Salesforce. The Boards feature gives me a simple, easy to to edit view of all of my opportunities in one place. Working in a remote team means that keeping Salesforce info accurate is super important and Dooly and saves me hundreds of mouse clicks per week when updating opportunities. During calls, I love how ...

Works great, saves so much time

What do you like best? Automatically syncing up notes straight into Salesforce Templates for every meetings that auto populate all relevant information required Adding in new contacts in meetings is a breeze What do you dislike? Looking forward when they allow you to check that all fields are synced between boards, notes and Salesforce What problems are you solving with the product? What benefits have you realized? Saving so much admin time. Spending much less time in ...

With Dooly, you can be fast, efficient, organized, and still use Salesforce

What do you like best? Dooly is the easiest and fastest way to enter customer data into Salesforce, and they've created a workflow that easily fits with notes I take on calls (so those also get logged in Salesforce). Notes, activities, and even fields are all simple to keep up to date. Prior to Dooly, I would always fall behind with my Salesforce hygiene, but it hasn't been a problem since. A few highlights: * You can get started easily and new employees have no problem getting ...

Great product

What do you like best? Gives reps what they need to prep for meetings and manage their pipeline What do you dislike? Would be great if it could fully replace the SFDC ui ;) What problems are you solving with the product? What benefits have you realized? Notes & SFDC updating