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

"Phenomenal tool for note taking and syncs with opportunities!"

What do you like best about Dooly? Dooly is such a great tool to not only collect notes, but to collaborate on them together with my other colleagues. The fact that it integrates to our CRM and can even tie into opportunities is just icing on the cake. What do you dislike about Dooly? I love Dooly, but I wish they also had a mobile app! The website is great, along with the app in the Mac App store. Other than that, I've had no issues. If I've needed support, the team is always keen to help ...

"Ignoring the clutter of Salesforce"

What do you like best about Dooly? How much time have you spent looking at the various fields in a Salesforce opportunity record, trying to remember which ones were required in order to move your deal to the next stage? Or better yet - how much time did it take you to train your brain to ignore those irrelevant fields? How many times have you told yourself, "I should really make a note of that in Salesforce," but you got distracted, or even the 3-5 clicks it would take to open up the ...

"A simple and effective record keeping tool that integrates with my tech-stack"

What do you like best about Dooly? It's very easy to toss in a note that gets sync'd across all the different platforms that I utilize to make my workflow more efficient. It also allows for great visibility into my team's activities which enables cross-talk. What do you dislike about Dooly? Occasionally I will leave Dooly open in a tab for a little while and I end up getting logged out of my CRM without realizing it. It's only after I've already typed up an entire note that I'm forced to ...

"Making my life easier!"

What do you like best about Dooly? I love how easily you can update multiple fields and sync them to Salesforce. It's much more efficient than updating it directly in Salesforce. What do you dislike about Dooly? Most of my work is done is Salesforce Use Cases. When I create a note in Dooly it tries to automatically sync it to the account record. I'd love the ability to change the default record type my notes automatically sync to. What problems is Dooly solving and how is that benefiting ...

"A simple and effective record keeping tool that integrates with my tech-stack"

What do you like best about Dooly? It's very easy to toss in a note that gets sync'd across all the different platforms that I utilize to make my workflow more efficient. It also allows for great visibility into my team's activities which enables cross-talk. What do you dislike about Dooly? Occasionally I will leave Dooly open in a tab for a little while and I end up getting logged out of my CRM without realizing it. It's only after I've already typed up an entire note that I'm forced to ...

"Making my life easier!"

What do you like best about Dooly? I love how easily you can update multiple fields and sync them to Salesforce. It's much more efficient than updating it directly in Salesforce. What do you dislike about Dooly? Most of my work is done is Salesforce Use Cases. When I create a note in Dooly it tries to automatically sync it to the account record. I'd love the ability to change the default record type my notes automatically sync to. What problems is Dooly solving and how is that benefiting ...

"Making Salesforce fun again"

What do you like best about Dooly? The UI is unbelievably intuitive. Dooly checks the one box that Salesforce doesn't—a seamless, smooth editing and organizing experience. It was extremely hard for my AEs to keep up with their pipeline until Dooly. Now, I've turned some of the most reluctant CRM-updaters into daily users! What do you dislike about Dooly? This may seem strange but I genuinely don't have an answer for this. Anything that isn't working at 100% for me is mostly a factor of not ...

"Great solution, seamless use, no issues."

What do you like best about Dooly? The ability to create note templates for all stages of a deal and leveraging them on the fly for each of my deals has been a game changer. Saves me tons of time in prep, clean-up, and email follow-ups. Mind you, all the info lives in our CRM as well. What do you dislike about Dooly? I've been using Dooly for about 4 months now, and I can't say I've come to an issue. Perhaps deeper integrations to solutions like Gong and Salesloft could be an exciting ...

"makes pipeline management and taking notes directly into salesforce easy"

What do you like best about Dooly? Salesforce user experience is clunky. Dooly makes it easy to manage all things pipeline with a modern/easy user experience What do you dislike about Dooly? some fields are blocked / uneditable, but I think this is more of a Salesforce issue than Dooly What problems is Dooly solving and how is that benefiting you? Sales rep enablement and efficiency. Easily manage pipeline. Taking notes for calls directly into salesforce opportunities.

"GREAT!"

What do you like best about Dooly? Pipe Management, notetaking and forecasting What do you dislike about Dooly? There is nothing I could think of right now that I dislike. What problems is Dooly solving and how is that benefiting you? Pipe Management and forecasting - allows our team to forecast accurately based on effective pipe management.