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Dooly
- Last updated: 9 Sep 2024
What is Dooly?
Dooly helps you streamline your sales processes by integrating with your CRM and automating administrative tasks. It improves CRM hygiene, reduces repetitive work, and enables efficient sales cycle management through an intuitive interface. With features like smart notes, deal and account vitals, and customizable templates, Dooly ensures your team can focus on closing deals more efficiently.
Dooly use cases
- If you are a sales representative who needs to update CRM data regularly.
- If you are a sales leader trying to improve team productivity and sales forecasting.
- If you are in customer success, managing handoffs and account expansion.
- If you are in RevOps, looking to standardize the sales process for better results.
- If you are a sales enablement specialist, helping reps follow structured sales methodologies.
Dooly functionalities
- Automate note-taking: Sync notes to Salesforce.
- Manage pipeline: Custom views and one-click updates.
- Deal insights: AI-powered actionable recommendations.
- CRM integration: Connects with Salesforce, Slack, and more.
Dooly review summary
Pros
The positive comments highlight Dooly's seamless Salesforce integration, significant time-saving capabilities, user-friendly interface, helpful templates, and the company's excellent customer support. Many reviewers appreciate the clean look, ease of use, and how it helps streamline their sales processes and manage notes effectively. Dooly significantly helps in organizing tasks, syncing data, and improving overall productivity.
Cons
Some negative comments include minor issues with the user interface, occasional syncing problems, the initial learning curve, and specific technical limitations. Users also mention a desire for more customization options, better organization of notes, and improvements in formatting.
Seamless Salesforce Integration
Dooly's integration with Salesforce is a major time-saver, allowing users to sync notes and manage opportunities without frequently logging into Salesforce.
Initial Learning Curve
New users may find the UI challenging at first, but they generally adapt quickly with usage.
Bi-directional sync with Salesforce enables me to work exclusively in Dooly.
Was difficult to learn at first but well worth putting in the time to learn.
Time-Saving Capabilities
Users save hours of administrative work each week by editing Salesforce data directly within Dooly, reducing duplicate entry and making updates more efficient.
UI and Formatting Issues
Users report minor inconveniences with the user interface and formatting options, wishing for more intuitive design and formatting finesse.
Dooly saves me at least 3 hours per week from productivity alone.
The format of the notes copy as plain text (no formatting) when transferred out.
User-Friendly Interface
The software features a clean and simple interface that is easy to use for both beginners and experienced users, with many shortcuts and powerful features to streamline workflows.
Notes Syncing Problems
Occasional issues with notes not syncing properly with Salesforce, although these problems are infrequent.
Super clean interface that only shows you what you need when you need it.
Sometimes, although not often, the notes simply do not sync to SF.
Helpful Templates and Playbooks
Templates and playbooks help streamline note-taking, call preparation, and ensure consistent sales processes, which are especially useful for onboarding new employees.
Customization Limitations
Users express a need for more customizable views and better organization of notes and templates.
The templates allow me to fill out multiple SF fields at once which saves me a lot of time.
I wish there were more customization options for organizing sub sets of notes.
Excellent Customer Support
The Dooly team is highly responsive and willing to make fast design changes based on user feedback, ensuring a positive user experience.
My success manager talked to her team and THEY PUT IT BACK. Absolutely incredible service.
Pros
The positive comments highlight Dooly's seamless Salesforce integration, significant time-saving capabilities, user-friendly interface, helpful templates, and the company's excellent customer support. Many reviewers appreciate the clean look, ease of use, and how it helps streamline their sales processes and manage notes effectively. Dooly significantly helps in organizing tasks, syncing data, and improving overall productivity.
Seamless Salesforce Integration
Dooly's integration with Salesforce is a major time-saver, allowing users to sync notes and manage opportunities without frequently logging into Salesforce.
Bi-directional sync with Salesforce enables me to work exclusively in Dooly.
Time-Saving Capabilities
Users save hours of administrative work each week by editing Salesforce data directly within Dooly, reducing duplicate entry and making updates more efficient.
Dooly saves me at least 3 hours per week from productivity alone.
User-Friendly Interface
The software features a clean and simple interface that is easy to use for both beginners and experienced users, with many shortcuts and powerful features to streamline workflows.
Super clean interface that only shows you what you need when you need it.
Helpful Templates and Playbooks
Templates and playbooks help streamline note-taking, call preparation, and ensure consistent sales processes, which are especially useful for onboarding new employees.
The templates allow me to fill out multiple SF fields at once which saves me a lot of time.
Excellent Customer Support
The Dooly team is highly responsive and willing to make fast design changes based on user feedback, ensuring a positive user experience.
My success manager talked to her team and THEY PUT IT BACK. Absolutely incredible service.
Cons
Some negative comments include minor issues with the user interface, occasional syncing problems, the initial learning curve, and specific technical limitations. Users also mention a desire for more customization options, better organization of notes, and improvements in formatting.
Initial Learning Curve
New users may find the UI challenging at first, but they generally adapt quickly with usage.
Was difficult to learn at first but well worth putting in the time to learn.
UI and Formatting Issues
Users report minor inconveniences with the user interface and formatting options, wishing for more intuitive design and formatting finesse.
The format of the notes copy as plain text (no formatting) when transferred out.
Notes Syncing Problems
Occasional issues with notes not syncing properly with Salesforce, although these problems are infrequent.
Sometimes, although not often, the notes simply do not sync to SF.
Customization Limitations
Users express a need for more customizable views and better organization of notes and templates.
I wish there were more customization options for organizing sub sets of notes.
Dooly user reviews
Powerfully Simple
Overall:
Awesome! When I first started the founder would answer my chat questions. Highly engaged leadership and the product continues to evolve ...
Awesome! When I first started the founder would answer my chat questions. Highly engaged leadership and the product continues to evolve ...
Overall:
Awesome! When I first started the founder would answer my chat questions. Highly engaged leadership and the product continues to evolve for the better.
Pros:
Quickly and easily attaches to SF to keep notes organized with opportunities and accounts. Love the LinkedIn integration for contact management. Clean & simple look is easy on the eyes.
Cons:
The recent template upgrade clutters the note and I frequently click a template by accident instead of free type. But extremely minor. Would also like better organization of personal notes.
Switched From:
Evernote Teams
Reasons for Switching to Dooly:
Salesforce integration.
Vendor Response
By Dooly Research on February 26, 2020
Thank you for the view and feedback! We’ve heard the feedback about the note templates being a bit too close to the typing area – working on it. And personal notes, it’s on our fix list too – definitely need an easier way to find them again. Kris still sometimes beats me to the support line – he likes to stay on top of user feedback.
Awesome! When I first started the founder would answer my chat questions. Highly engaged leadership and the product continues to evolve for the better.
Pros:
Quickly and easily attaches to SF to keep notes organized with opportunities and accounts. Love the LinkedIn integration for contact management. Clean & simple look is easy on the eyes.
Cons:
The recent template upgrade clutters the note and I frequently click a template by accident instead of free type. But extremely minor. Would also like better organization of personal notes.
Switched From:
Evernote Teams
Reasons for Switching to Dooly:
Salesforce integration.
Vendor Response
By Dooly Research on February 26, 2020
Thank you for the view and feedback! We’ve heard the feedback about the note templates being a bit too close to the typing area – working on it. And personal notes, it’s on our fix list too – definitely need an easier way to find them again. Kris still sometimes beats me to the support line – he likes to stay on top of user feedback.
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Dooly; the motor behind our sales p...
Overall:
This product makes it much easier for customer facing people to enter relevant notes into our CRM, which means that they actually do it,...
This product makes it much easier for customer facing people to enter relevant notes into our CRM, which means that they actually do it,...
Overall:
This product makes it much easier for customer facing people to enter relevant notes into our CRM, which means that they actually do it, which makes for a better customer experience throughout their life with us. By building templates, we have been able to get more prescriptive with the team with respect to the types of questions they ask, and the type of information they gather. We are working toward having Dooly be the motor that drives our Sales Process.
Pros:
As a manager, the Boards functionality allows me to do pipeline reviews MUCH more effectively, as I can edit in-line. By building templates, we have been able to get more prescriptive with the team with respect to the types of questions they ask, and the type of information they gather. This helps us a lot with Sales Process adherence. The playbooks functionality has enabled us to serve the team with Battlecards for competitive situations. The direct sync with Salesforce means that the right info is captured at every step along the way.
Cons:
My only complaint is that there is some work to set it up properly.
Alternatives Considered:
Google Docs
and
Evernote Teams
Reasons for Choosing Dooly:
Direct integration with Salesforce, great support.
Vendor Response
By Dooly Research on February 26, 2020
Thank you for the review and feedback! Investing the time to setup templates and battlecards for your team will pay dividends when it comes to adherence, forecasting and getting deals across the line.
This product makes it much easier for customer facing people to enter relevant notes into our CRM, which means that they actually do it, which makes for a better customer experience throughout their life with us. By building templates, we have been able to get more prescriptive with the team with respect to the types of questions they ask, and the type of information they gather. We are working toward having Dooly be the motor that drives our Sales Process.
Pros:
As a manager, the Boards functionality allows me to do pipeline reviews MUCH more effectively, as I can edit in-line. By building templates, we have been able to get more prescriptive with the team with respect to the types of questions they ask, and the type of information they gather. This helps us a lot with Sales Process adherence. The playbooks functionality has enabled us to serve the team with Battlecards for competitive situations. The direct sync with Salesforce means that the right info is captured at every step along the way.
Cons:
My only complaint is that there is some work to set it up properly.
Alternatives Considered:
Google Docs
and
Evernote Teams
Reasons for Choosing Dooly:
Direct integration with Salesforce, great support.
Vendor Response
By Dooly Research on February 26, 2020
Thank you for the review and feedback! Investing the time to setup templates and battlecards for your team will pay dividends when it comes to adherence, forecasting and getting deals across the line.
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Listen to this!
Overall:
So they made a small change. I thought I couldn't find a toggle I'd been using, but I was told they'd redesigned this and I couldn't act...
So they made a small change. I thought I couldn't find a toggle I'd been using, but I was told they'd redesigned this and I couldn't act...
Overall:
So they made a small change. I thought I couldn’t find a toggle I’d been using, but I was told they’d redesigned this and I couldn’t actually do what I wanted. This was a bit annoying, but nothing terrible, I’d figure out how to work around it. When I explained my workflow and how I’d been using it, my success manager talked to her team and THEY PUT IT BACK. I use a LOT of tools, and I’ve never heard of a company making a change like this because one customer asked for it. Absolutely incredible service – they’re a joy to work with and this made me a life-long fan.
Pros:
Dooly solves one of my biggest problems with using a CRM: Getting my notes saved on time. I never type my call notes in a crm directly, as the risk of having them not save and losing everything is too high. I used to type into a notepad or word doc, but I’d always forget to copy them over later. Dooly just makes this work seemlessly. You type in one place, hit sync, and it does what it’s supposed to. Read below for the incredible experience I had with their team.
Cons:
I WAS super annoyed that they made a small update that messed with the workflow I’d been using. See below.
Vendor Response
By Dooly Research on May 12, 2020
Thank you for the review! Appreciate the call out about our team making the fast design change. User experience is top of priority list and our engineering team is incredibly fast. When you pointed out what was missing in the new UI we released we realized it was something we needed to catch right away. Very grateful to have you as a life-long fan!!
So they made a small change. I thought I couldn’t find a toggle I’d been using, but I was told they’d redesigned this and I couldn’t actually do what I wanted. This was a bit annoying, but nothing terrible, I’d figure out how to work around it. When I explained my workflow and how I’d been using it, my success manager talked to her team and THEY PUT IT BACK. I use a LOT of tools, and I’ve never heard of a company making a change like this because one customer asked for it. Absolutely incredible service – they’re a joy to work with and this made me a life-long fan.
Pros:
Dooly solves one of my biggest problems with using a CRM: Getting my notes saved on time. I never type my call notes in a crm directly, as the risk of having them not save and losing everything is too high. I used to type into a notepad or word doc, but I’d always forget to copy them over later. Dooly just makes this work seemlessly. You type in one place, hit sync, and it does what it’s supposed to. Read below for the incredible experience I had with their team.
Cons:
I WAS super annoyed that they made a small update that messed with the workflow I’d been using. See below.
Vendor Response
By Dooly Research on May 12, 2020
Thank you for the review! Appreciate the call out about our team making the fast design change. User experience is top of priority list and our engineering team is incredibly fast. When you pointed out what was missing in the new UI we released we realized it was something we needed to catch right away. Very grateful to have you as a life-long fan!!
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Must Have for Sales Teams
Pros:
I've used Dooly both as a manager and individual contributor. As an IC it's the easiest way to capture notes from sales calls quickly into ...
I've used Dooly both as a manager and individual contributor. As an IC it's the easiest way to capture notes from sales calls quickly into ...
Pros:
I’ve used Dooly both as a manager and individual contributor. As an IC it’s the easiest way to capture notes from sales calls quickly into salesforce. The templates also allow ICs to quickly prep for calls and ask consistent questions on those calls. As a manager, it makes onboarding new employees much easier because they can look at templates and feel enabled to start taking calls on day 1. It also means that my team is using a consistent sales methodology and process on the calls, streamlining the way we sell. It also means I can easily look through notes from a call while I’m in salesforce.
Cons:
I wish when logging a call to an record in salesforce you could set it up so that it would auto default to a certain record type. Examples: Sales reps auto default to the opportunity record, CSMs auto default to the account record. This is nit picky feedback, it was hard to think of something.
I’ve used Dooly both as a manager and individual contributor. As an IC it’s the easiest way to capture notes from sales calls quickly into salesforce. The templates also allow ICs to quickly prep for calls and ask consistent questions on those calls. As a manager, it makes onboarding new employees much easier because they can look at templates and feel enabled to start taking calls on day 1. It also means that my team is using a consistent sales methodology and process on the calls, streamlining the way we sell. It also means I can easily look through notes from a call while I’m in salesforce.
Cons:
I wish when logging a call to an record in salesforce you could set it up so that it would auto default to a certain record type. Examples: Sales reps auto default to the opportunity record, CSMs auto default to the account record. This is nit picky feedback, it was hard to think of something.
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Great Tool - Way better than Quip
Overall:
Allows me to stay outside of a clunky Salesforce instance while keeping tabs on my open pipe
Pros:
Bi-directional sync with Sa...
Allows me to stay outside of a clunky Salesforce instance while keeping tabs on my open pipe
Pros:
Bi-directional sync with Sa...
Overall:
Allows me to stay outside of a clunky Salesforce instance while keeping tabs on my open pipe
Pros:
Bi-directional sync with Salesforce enables me to work exclusively in Dooly. I go into Salesforce maybe once every 3 days. updating my notes is a breeze and being able to see related notes lets me work with my teammates more collaboratively.
Cons:
I’m not really sure as I very much enjoy the tool.
Switched From:
Quip
Reasons for Switching to Dooly:
Moved companies
Vendor Response
By Dooly Research on February 26, 2020
Thank you for the review! And happy to hear that Dooly helps you stay out of Salesforce and keep on top of your pipeline. Crush that quota!
Allows me to stay outside of a clunky Salesforce instance while keeping tabs on my open pipe
Pros:
Bi-directional sync with Salesforce enables me to work exclusively in Dooly. I go into Salesforce maybe once every 3 days. updating my notes is a breeze and being able to see related notes lets me work with my teammates more collaboratively.
Cons:
I’m not really sure as I very much enjoy the tool.
Switched From:
Quip
Reasons for Switching to Dooly:
Moved companies
Vendor Response
By Dooly Research on February 26, 2020
Thank you for the review! And happy to hear that Dooly helps you stay out of Salesforce and keep on top of your pipeline. Crush that quota!
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Huge time saver for high velocity s...
What do you like best about Dooly?
Dooly has been a huge time saver me! Before Dooly, keeping accounts up to date in Salesforce was a huge hassel...
Dooly has been a huge time saver me! Before Dooly, keeping accounts up to date in Salesforce was a huge hassel...
What do you like best about Dooly?
Dooly has been a huge time saver me! Before Dooly, keeping accounts up to date in Salesforce was a huge hassel. Field had to be updated independently and I have to navigate from account to account. Dooly makes it super easy to instantly update Salesforce fields for multiple accounts at once in as few clicks as possible. The ease of use has actually translated to more detailed notes and more success on deals. I’m not forgetting to update accounts/opps simply because I dread the process. Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Using Dooly for the first time was a little challenging. I found the UI to not be super intuitive but learned quickly with usage. Getting templates created and saved was the most challenging part but not a real headache once you get the hang of it. Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
Dooly solves for the super time consuming process of updating accounts/opps in Salesforce. One screen to update multiple relevant fields in an acocunt is a huge time saver. Review collected by and hosted on G2.com.
Dooly has been a huge time saver me! Before Dooly, keeping accounts up to date in Salesforce was a huge hassel. Field had to be updated independently and I have to navigate from account to account. Dooly makes it super easy to instantly update Salesforce fields for multiple accounts at once in as few clicks as possible. The ease of use has actually translated to more detailed notes and more success on deals. I’m not forgetting to update accounts/opps simply because I dread the process. Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Using Dooly for the first time was a little challenging. I found the UI to not be super intuitive but learned quickly with usage. Getting templates created and saved was the most challenging part but not a real headache once you get the hang of it. Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
Dooly solves for the super time consuming process of updating accounts/opps in Salesforce. One screen to update multiple relevant fields in an acocunt is a huge time saver. Review collected by and hosted on G2.com.
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It's not just for Sales notes
What do you like best about Dooly?
Dooly can also be a powerful tool for CS teams. It can share information across teams throughout a customer's ...
Dooly can also be a powerful tool for CS teams. It can share information across teams throughout a customer's ...
What do you like best about Dooly?
Dooly can also be a powerful tool for CS teams. It can share information across teams throughout a customer’s lifecycle. There are a lot of great features about Dooly. But if I had to pick my favourite, I love how it syncs nicely with Salesforce, making the Pipeline tool more than just a dashboard for potential sales opportunities. CS employees, such as Implementation Managers and Customer Success Managers, can leverage the Pipeline tool to review customer accounts and opportunities and make necessary edits to synced Salesforce fields (as long as they have the right permissions). Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Two focus areas I recommend for Dooly:
1. The Pipeline tool’s dashboard views cannot be tiered. It would be nice if we can group information and create multi- (or at least 2-tiered) views. For example, if I want to view my global contacts list, I’d like to be able to group them by Accounts so it looks more organized and presentable. Currently, my global contacts list is in alphabetical order and I cannot organize them by Account. That said, I am able to filter for the Account I need, so it’s not too bad.
2. Regarding the CS teams, the Notes tool can be a bit challenging without more restrictive permission settings. Currently, every user is able to create and globally share their templates within the organization. This is problematic for a company with hundreds of users in Dooly. We cannot afford to have employees create rogue templates and stray from the Procore Standard and brand. Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
1. The ability to share information across teams throughout a customer’s lifecycle.
2. Better visibility on customer notes.
3. Easier to locate and access information.
4. Reducing the risk of asking the same questions to a customer. Review collected by and hosted on G2.com.
Dooly can also be a powerful tool for CS teams. It can share information across teams throughout a customer’s lifecycle. There are a lot of great features about Dooly. But if I had to pick my favourite, I love how it syncs nicely with Salesforce, making the Pipeline tool more than just a dashboard for potential sales opportunities. CS employees, such as Implementation Managers and Customer Success Managers, can leverage the Pipeline tool to review customer accounts and opportunities and make necessary edits to synced Salesforce fields (as long as they have the right permissions). Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Two focus areas I recommend for Dooly:
1. The Pipeline tool’s dashboard views cannot be tiered. It would be nice if we can group information and create multi- (or at least 2-tiered) views. For example, if I want to view my global contacts list, I’d like to be able to group them by Accounts so it looks more organized and presentable. Currently, my global contacts list is in alphabetical order and I cannot organize them by Account. That said, I am able to filter for the Account I need, so it’s not too bad.
2. Regarding the CS teams, the Notes tool can be a bit challenging without more restrictive permission settings. Currently, every user is able to create and globally share their templates within the organization. This is problematic for a company with hundreds of users in Dooly. We cannot afford to have employees create rogue templates and stray from the Procore Standard and brand. Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
1. The ability to share information across teams throughout a customer’s lifecycle.
2. Better visibility on customer notes.
3. Easier to locate and access information.
4. Reducing the risk of asking the same questions to a customer. Review collected by and hosted on G2.com.
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Amazing Experience with Easy To Use...
What do you like best about Dooly?
I like how easily it integrates with my calendar and salesforce as I have all the information I need at my fin...
I like how easily it integrates with my calendar and salesforce as I have all the information I need at my fin...
What do you like best about Dooly?
I like how easily it integrates with my calendar and salesforce as I have all the information I need at my fingertips! It’s also easy to store templates in dooly so that I can easily pull up common questions or aspects that are important to my meetings. I also love that is pulls up past notes from you or other users that have worked on an account! I recommend to everyone at my company. Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Sometimes it is hard to bullet certain things and I run into issues sometimes when I hit enter where it for some reason deletes the notes that I have stored. Usually easy to retype. Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
Storing of Templates with common questions, calendar/SFDC integration to easily store notes and I don’t have to keep track of all my notes myself as my manager can pull whatever she needs from Dooly. Review collected by and hosted on G2.com.
I like how easily it integrates with my calendar and salesforce as I have all the information I need at my fingertips! It’s also easy to store templates in dooly so that I can easily pull up common questions or aspects that are important to my meetings. I also love that is pulls up past notes from you or other users that have worked on an account! I recommend to everyone at my company. Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Sometimes it is hard to bullet certain things and I run into issues sometimes when I hit enter where it for some reason deletes the notes that I have stored. Usually easy to retype. Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
Storing of Templates with common questions, calendar/SFDC integration to easily store notes and I don’t have to keep track of all my notes myself as my manager can pull whatever she needs from Dooly. Review collected by and hosted on G2.com.
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Great Product especially for integr...
What do you like best about Dooly?
Ease of use is really great! Didn't take much at all to be proficient, and support/faq for easy help
Well...
Ease of use is really great! Didn't take much at all to be proficient, and support/faq for easy help
Well...
What do you like best about Dooly?
Ease of use is really great! Didn’t take much at all to be proficient, and support/faq for easy help
Well connected to our CRM and other software. I love being able take real-time or off-line notes from within my standard calendar; saves a ton of time, and is how I think about my work structure anyway. Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Haven’t spent enough time slicing/dicing views as a way to organize sub sets of notes Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
allows me to use the tech that is in my critical (like Calendar and Salesforce) and directly put notes on the correct record saves otherwise frustrating cycles of searching, clicking, and loosing train of thought Review collected by and hosted on G2.com.
Ease of use is really great! Didn’t take much at all to be proficient, and support/faq for easy help
Well connected to our CRM and other software. I love being able take real-time or off-line notes from within my standard calendar; saves a ton of time, and is how I think about my work structure anyway. Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Haven’t spent enough time slicing/dicing views as a way to organize sub sets of notes Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
allows me to use the tech that is in my critical (like Calendar and Salesforce) and directly put notes on the correct record saves otherwise frustrating cycles of searching, clicking, and loosing train of thought Review collected by and hosted on G2.com.
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My top performing Account Managers ...
What do you like best about Dooly?
Dooly is an highly efficient and effective addition to Salesforce that makes its easy for our AE's to gather c...
Dooly is an highly efficient and effective addition to Salesforce that makes its easy for our AE's to gather c...
What do you like best about Dooly?
Dooly is an highly efficient and effective addition to Salesforce that makes its easy for our AE’s to gather customer Intel, back into SF. They’re able to grab any passing Contact from emails, LinkedIn, etc and record their call notes INSTANTLY back into Salesforce.
Our top AE’s have created their own Playbooks, or use company templates to gather information they need to accelerate their deals. We re-use these proven playbooks to provide new AE’s with the benefit of their experience and best practices, to vastly speed up our on-boarding of new sales people.
If you value quality notes, a predictable and repeatable sales process, highly accurate forecasts and happy AE’s, get Dooly. Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Occasionally, Dooly loses the tight connection it shares with Salesforce for sync’ing, but once it reconnects nothing is lost and you’re back to work. Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
We now have very reliable and structured notes, contacts and intelligence gathering, the FAST surfacing of Playbooks and guides when needed. Our forecasts are highly accurate, and our AE’s work mostly in Dooly all day, because they save time and effort. Review collected by and hosted on G2.com.
Dooly is an highly efficient and effective addition to Salesforce that makes its easy for our AE’s to gather customer Intel, back into SF. They’re able to grab any passing Contact from emails, LinkedIn, etc and record their call notes INSTANTLY back into Salesforce.
Our top AE’s have created their own Playbooks, or use company templates to gather information they need to accelerate their deals. We re-use these proven playbooks to provide new AE’s with the benefit of their experience and best practices, to vastly speed up our on-boarding of new sales people.
If you value quality notes, a predictable and repeatable sales process, highly accurate forecasts and happy AE’s, get Dooly. Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Occasionally, Dooly loses the tight connection it shares with Salesforce for sync’ing, but once it reconnects nothing is lost and you’re back to work. Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
We now have very reliable and structured notes, contacts and intelligence gathering, the FAST surfacing of Playbooks and guides when needed. Our forecasts are highly accurate, and our AE’s work mostly in Dooly all day, because they save time and effort. Review collected by and hosted on G2.com.
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Overall
Dooly offers extensive time-saving features and seamless integration with Salesforce, making it a valuable tool for sales professionals. Its user-friendly interface, helpful templates, and excellent customer support further enhance its appeal. You can expect to save hours of administrative work each week while maintaining clean and organized data. However, you should be ready to confront a slight learning curve initially and some minor UI and syncing issues. Overall, the sentiment is positive, with Dooly streamlining the note-taking process and significantly improving productivity.
Dooly pricing
Dooly offers different pricing plans to fit various needs and budgets, categorized into Free, Growth, and Premier tiers. Below is a breakdown of each plan’s pricing and key features:
| Free | Growth | Premier | |
|---|---|---|---|
| Price | $0 per user | $30 per user | $65 per user |
| Annual Price (if paid yearly) | $0 per user | $24 per user | – |
| Note History | 14 days | Full | Full |
| Custom Note Templates | Basic | Unlimited | Unlimited |
| Pipeline Customization | Basic | Unlimited (2 filters) | Advanced |
| Playbooks | – | Unlimited | Unlimited |
| Integrations | Basic (Salesforce, Google Calendar, Outlook) | Slack, Guru, Google Drive | Gong |
You can start with the Free plan and upgrade to Growth or Premier as your needs grow. Monthly and annual billing options are available, with a 20% discount when billed annually.
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Dooly FAQ
What is Dooly?
Dooly helps revenue teams win more deals by improving CRM hygiene, running a winning sales process, and eliminating low-value work.
How does Dooly help with sales cycle management?
Dooly aids in managing day-to-day activities, tracking pipeline and meetings, and handling relationships with prospects and customers. It fits with your team’s sales workflows, reducing time spent switching between tasks and tabs.
What features does Dooly offer?
Dooly offers features such as Notes, Pipeline, DealSpace, AccountSpace, Deal & Account Vitals, Templates, Playbooks, Integrations, and a Chrome Extension.
How does Dooly integrate with other tools?
Dooly integrates dynamically with tools like Salesforce, Gong, Slack, Outreach, Salesloft, and G-Suite apps to improve productivity and streamline workflows.
What is DealSpace?
DealSpace is a customizable, deal-by-deal view that helps run best-in-class deal reviews by summarizing key information about your team’s pipeline.
What pricing plans does Dooly offer?
Dooly has three pricing plans: Free ($0 per user), Growth ($30 per user), and Premier ($65 per user). Each plan offers different features and levels of customization.
Can I try Dooly for free?
Yes, Dooly provides a free plan that offers basic features such as note history, basic note templates, pipeline updates, and integrations with Salesforce, Google Calendar, and Outlook.
How does Dooly improve CRM hygiene?
Dooly automatically syncs notes and updates to Salesforce. This helps keep CRM data clean and accurate.
What are Playbooks in Dooly?
Playbooks in Dooly are customizable templates that provide predefined actions and talking points to guide sales reps through different sales stages, improving consistency and effectiveness.
How does the Chrome Extension work?
Dooly’s Chrome Extension allows you to create or update opportunities, accounts, contacts, or leads from any site, making it easier to keep your Salesforce updated in real time.
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About the author
M. Kooiker
As an experienced online marketeer with a longstanding interest in AI, I've immersed myself in the latest AI advancements in recent years. Passionate about innovation, I actively test AI tools and dedicate myself to guiding users in selecting the right technology. My mission is to connect people with cutting-edge AI solutions.