# Dooly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Dooly the right Sales Enablement solution for you? Explore 88 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/173903/Dooly/reviews --- Dooly 4.8 (88) [View alternatives](https://www.capterra.com/p/173903/Dooly/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Dooly Ease of use 4.8 Customer Service 4.8 ## Pros and Cons in Reviews ND Nicholas D Research AssistanceEducation Management, Self-employedUsed the software for: More than 2 years. “The templates helps to save me a lot of time.“ June 16, 2021 JA Jay A COOComputer Software, 2 - 10 employeesUsed the software for: 6-12 months. “The program is easy to set up and videos are easy to edit.“ January 5, 2021 JA Jay A COOComputer Software, 2 - 10 employeesUsed the software for: 6-12 months. “There is also a very good selection of music.“ January 5, 2021 ## Showing most helpful reviews Showing 1-25 of 88 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Michael S. Enterprise Account Executive Computer Software Used the software for: 2+ years ### "Powerfully Simple" February 17, 2020 5.0 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](https://www.capterra.com/p/154969/Evernote-Business/) Salesforce integration. Review Source Response from Dooly Research 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. CK Chris K. Sr. Sales Manager Information Technology and Services Used the software for: 2+ years ### "Dooly; the motor behind our sales process" February 14, 2020 5.0 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](https://www.capterra.com/p/160756/Google-Docs/)[Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/) Reason for choosing Dooly Direct integration with Salesforce, great support. Review Source Response from Dooly Research 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. EF Eoghan F. SDR Construction Used the software for: 6-12 months ### "Time Saving with Dooly" February 18, 2020 3.0 Overall I do like Dooly. The templates allow me to fill out multiple SF fields at once which saves me a lot of time. Pros After dialling a prospect from Salesforce, the system needs to refresh before editing any account or contact in Salesforce; except when taking notes in the Dooly extension. Not only does this save me manual duplicate entry time, but it prevents a very annoying error when pasting notes into SF as the page hasn't refreshed. Not to mention the ability to populate templates in Dooly! Cons Sometimes, although not often, the notes simply do not sync to SF. Switched from [Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/) The plug in to Salesforce. Review Source Response from Dooly Research February 26, 2020 Thank you for the review and feedback! We recently shipped some note updates that should fix some of the sync issues you were having. If this still persists please let us know so we can address straight away! VR Verified Reviewer Customer Success Manager Marketing and Advertising Used the software for: 1-2 years ### "Listen to this!" May 8, 2020 5.0 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. Review Source Response from Dooly Research 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!! VR Verified Reviewer Sales Manager Internet Used the software for: 2+ years ### "Must Have for Sales Teams" May 8, 2020 5.0 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. Review Source Fred L. Customer Success Manager Information Technology and Services Used the software for: Less than 6 months ### "Fantastic tool to facilitate information collection and accessibility " February 14, 2020 5.0 Collaboration and visibility into different customer interactions has been very helpful Pros The software is very easy to use and get started with. Training sessions are very short and users are able to effectively use Dooly almost immediately. An underrated aspect is that everyone can work with Dooly the way they want to and ultimately, the team has a holistic view of the account from different perspectives. This makes collaboration, visibility, and handovers much simpler. Having keywords highlighted for playbooks also makes things much simpler to discuss immediately. Cons Nothing at the moment. It's very straightforward to use. One thing that is a minor inconvenience (if you can call it that) is multiple notes by different users. If there was a way to consolidate the notes intelligently, or at least have one note with the sections separated by the author, that would be interesting. It would also be interesting if it could reference notes that were taken for the account before as you're typing them out. Review Source Response from Dooly Research February 26, 2020 Thank you for the review and feedback! Love your ideas for note collaboration and organization. It's something we'll be starting to dig into soon. I'll add you to the list of people we may ask for input as we work through what this could look like. Jonathan M. H. Account Executive Computer Software Used the software for: 6-12 months ### "Great Tool - Way better than Quip" February 14, 2020 5.0 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](https://www.capterra.com/p/151651/Quip/) Moved companies Review Source Response from Dooly Research 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! VR Verified Reviewer Account Executive Computer Software Used the software for: 6-12 months ### "Game changer for CRM Cleanliness" May 8, 2020 5.0 Major increase in productivity and time savings by editing Salesforce in Dooly instead of Salesforce itself. Pros Dooly took me a few weeks of focus to fully learn but once I began using it frequently it totally changed how clean and up-to-date I kept my CRM. Editing next steps and close dates should be this easy in Salesforce but it simply isn't and Dooly saves me at least 3 hours per week from productivity alone. Cons Was difficult to learn at first but well worth putting in the time to learn. Review Source Response from Dooly Research May 12, 2020 Hi! Thanks for your review! Glad Dooly is saving you hours every week. We just revamped our in app onboarding and working on a bunch of other things to make learning Dooly even easier. Reach out with questions, feedback or wishlist anytime. Ellie Tommy D. Account executive Information Technology and Services Used the software for: 1-2 years ### "Great tool and amazing team " February 14, 2020 5.0 Brilliant experience so easy to use Pros Dooly makes taking notes and managing my pipeline so easy it’s unfathomable Cons Not much to complain about would love to make the filtering on boards more obvious Review Source Response from Dooly Research February 26, 2020 Thank you for the review and feedback! We have some plans for Board UI that I hope will make filtering much more obvious for everyone. I'll put you on the list to reach out to if we need some input. Ellen C. Head of Sales, Rev.ai Computer Software Used the software for: Less than 6 months ### "Makes interacting with Salesforce faster and easier" May 9, 2020 4.0 Great experience. Fantastic support - responsible and friendly. Always going the extra mile to make things right, even if changes on our side "broke" the integration. Pros In our company's Salesforce implementation, there are lots of mandatory fields for every stage change. With Dooly, I can create templates together to group those fields and make sure they are filled in correctly at the right stage, saving me time and reducing errors and having to do things over a 2nd time. It also makes note taking and updating fields during meetings much easier since it's integrated with my calendar and has a button right on the invite to take notes. Cons Would be nice to have good transcriptions of my meetings to grab snippets from. Reason for choosing Dooly I didn't need to look any further because Dooly did a great job and was reasonably priced. Review Source Response from Dooly Research May 12, 2020 Thank you so much for the review! Glad we're reducing the amount of do-overs for you. And thank you for the transcription wish - it's something we're considering for sure. AA Abraham A. Account Executive Construction Used the software for: 6-12 months ### "Review of Dooly software!!" May 8, 2020 4.0 Dooly has been fantastic overall. It's saved me so much time from updating my notes. Easily worth the investment. Allows me to focus more time on the tasks that are important. Pros I love how easy it is to fix my next steps and clean up my opportunities so nothing falls through the cracks. I also LOVE that it syncs with Salesforce Cons I wish there was a way to forecast my opportunities of customers that are churning/downgrading and have that sync back to Salesforce. Dooly doesn't appear to let me put negative values for ARR so my forecasts aren't as accurate. I typically put $1 as a placeholder to denote this opp will be a downgrade. Review Source Response from Dooly Research May 12, 2020 Thank you for the review! That's interesting feedback about the need for using negatives in your ARR field. I'll log this and see if it's something we can do on our side or whether it needs to be updated as an option to include full range of integers on the Salesforce side. PG Patrick G. Sales Retail Used the software for: 2+ years ### "Notes, activity syncing, opportunity/lead/account mass management a breeze " May 9, 2020 5.0 Pros Dooly is extremely easy to use and makes my job easier and management happy. Dooly makes note taking easy with templates, prompts, shortcuts and built in salesforce fields. Dooly makes opportunity (or account/lead) management super either on an individual level or mass edit. Cons I can't think of a thing that I don't like about Dooly. Any issue I've had, their team is quick to fix or enhance. Review Source Response from Dooly Research May 12, 2020 Thank you for the feedback and review! Happy to hear that we make your job easier and your management happy! AA Alexander A. Account Manager Information Technology and Services Used the software for: 2+ years ### "Fantastic Platform - Makes Updates to SFDC a breeze " May 8, 2020 5.0 Fantastic - this did exactly what we wanted - make it easy to take notes into SFDC, and make it easy to change opps. Pros I mean it just works. It is fast to take notes, makes it really easy to find my notes and move from there. I LOVE making edits to my opportunities now (ok that may be a stretch) but still its amazing and easy to use. Cons Nothing, I actually really just like this platform. Review Source Response from Dooly Research May 12, 2020 I love your comment "it just works". It's so awesome to have a product that does exactly what it's supposed to do. MQ Marianne Q. Account Executive Computer Software Used the software for: 6-12 months ### "One Stop Shop" May 8, 2020 5.0 Pros I really like how I can take notes and update Salesforce in one place. I take notes every call but before I was copying and pasting and going back and forth from Salesforce. Now, I can easily use the templates, take notes, update Salesforce, and collaborate with the team in one place! Cons I didn't realize how powerful Dooly is until someone showed me that I can use it for more than just taking notes. Maybe a bit more onboarding there but other that, keep it up. Review Source Response from Dooly Research May 12, 2020 Glad Dooly is helping you collaborate and remove duplicate efforts. Great feedback about the onboarding experience. We just did a big revamp to make Dooly more discoverable. And you'll likely see some emails and in app messages from me with tips of things you haven't checked out yet. Please send more feedback anytime! LL Laura L. Operations Lead Computer Software Used the software for: 2+ years ### "Customer Notes have never been easier" February 14, 2020 5.0 Pros Love the ability to take customer notes and update salesforce fields in one location. Really helps with Salesforce data integrity for our team. Also love that you can see notes from opportunities and accounts. Cons The playbook functionality is a little clunky. Review Source Response from Dooly Research February 26, 2020 Thank you for the review and feedback! Would love to hear more about how we can improve Playbooks. RB Raphael B. Customer Success Manager Marketing and Advertising Used the software for: 6-12 months ### "How Salesforce note taking \*should\* work" May 8, 2020 5.0 Dooly's support team are the best. Always responsive and informative in a clear, concise way. Pros Super clean interface that only shows you what you need when you need it. It's easy to use for a beginner, without any training. And as you use it more, there are lots of shortcuts and powerful features to make your workflow better. Cons Updates that happen somewhat frequently, and then I have to re-learn (which doesn't take long) where a certain option/button is. Review Source Response from Dooly Research May 12, 2020 Thank you for the feedback about updates. We are making a lot of UI updates right now to make Dooly more intuitive and discoverable. If you ever feel like that's not the case please let us know! JF Jackie F. Relationship Manager Internet Used the software for: Less than 6 months ### "Great tool" February 14, 2020 5.0 team collaboration. Pros It connects to my google calendar and salesforce, automating tasks for me and giving me more time back in my day. Cons not more fields when creating a new contact (i.e. job title, email). not sure whether or not a note has synced being able to filter which relevant notes you see Switched from [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) auto-sync with salesforce Review Source Response from Dooly Research February 26, 2020 Thank you for the review and feedback! If you'd like more fields (eg title) to show when creating a new contact, you can ask your Salesforce admin to make them be dependencies, or send us a list of the fields you would like. The notes update that shipped recently should sort out the "did my note sync" question. Let us know if you like the new experience! And please send more details on what the filtering of relevant notes could like. We'd like to make some updates to how notes are organized. WZ Weibin Z. Sales Engineer Computer Software Used the software for: 6-12 months ### "Review" May 8, 2020 4.0 Pros I love the ease of use and being able to log my activities into Salesforce. I'd say I'm a basic user that doesn't the same few tasks but Dooly makes those tasks extremely easy. Cons Sometimes there is a bit of lag connecting Salesforce opps to a note. At first, I was also confused on how to set field values because some are scoped on the Opp vs Account level. Keep in mind, I'm an entry level SFDC user so I learned as I went. Review Source Response from Dooly Research May 12, 2020 Thank you for the feedback! If you're seeing a lag team that seems too long - please let us know so we can dig into the performance time. RW Ross W. Enterprise Partnerships Internet Used the software for: 2+ years ### "Great Product" February 14, 2020 5.0 Fantastic Pros Dooly allows you to stay on top of your deals! Cons The biggest drawback I can see is that there is no text hyperlinking Review Source Response from Dooly Research February 26, 2020 Thank you for the review! I've shared the feedback about hyperlinking to our product team. TG Thorne G. Relationship Manager Computer Software Used the software for: 6-12 months ### "Turning SFDC into your friend. :)" February 14, 2020 4.0 Really good, it actually makes Salesforce hygiene easy and means I can focus on having good notes. Pros The ability to take copious, effective and meaningful notes. Have those notes quickly and reliably added to SFDC with no issues while also being able to easily share and read your colleagues notes in a digestible way. Cons I didn't like having to flick on related notes for that feature but they actually just shipped to change that. Review Source Response from Dooly Research February 26, 2020 Thank you for the review and happy to hear that you like the recent update! ED Elisa D. Account Executive Marketing and Advertising Used the software for: 6-12 months ### "Great Sales Tool!" February 14, 2020 5.0 I've had a very positive experience. When I learn how to use a new feature it usually is pretty easy although, sometimes I struggle to remember all of the functions. Pros I love how easy it is to use and how Dooly integrates with so many of our other tools. Cons I feel like I don't often have time to play with Dooly to learn the functions well enough. I think it will take time, but Dooly has so many more features that I thought. Review Source Response from Dooly Research February 26, 2020 Thank you for the review and feedback! DF David F. Sales Marketing and Advertising Used the software for: 6-12 months ### "Huge Time Saver" May 8, 2020 5.0 Dooly has been great. Customer success is amazing and the product saves our team time. Pros Dooly is a huge time saver. Not just for Opp management, but for discovery notes as well. I have saved hours a month using Dooly instead of SFDC to input notes, change opp stage, and update accounts. Cons Honestly, there is nothing I can complain about. Review Source Response from Dooly Research May 12, 2020 Glad we're helping to save you time! Thanks again for the review. Michael S. Business Development Representative Marketing and Advertising Used the software for: Less than 6 months ### "Quick and lightweight" February 14, 2020 5.0 I can efficiently find notes and access my important information Pros Dooley is a super quick and lightweight way to view SFDC notes on a prospect. It’s uncluttered and straight to the point. Cons Dark mode or colour changed mode for late office nights Review Source Response from Dooly Research February 26, 2020 Thank you for the review and feedback! I've send along the dark / night mode request to our product team. BH Bucky H. Sales Information Technology and Services Used the software for: I used a free trial ### "Easy SFDC manipulation " January 13, 2020 5.0 Very easy to use, simple to set up and connect. Pros This software is great for taking notes and tying them to SFDC records. It has basic templates and is pretty customizable. The support is also top notch. Finally, they have a cool feature that allows you to more or less perform fast updates to SFDC opportunities. Cons There were a few technical things that left something to be desired. One was that the unsaved notes relied on browser cache. Review Source Response from Dooly Research February 26, 2020 Thank you for the review and feedback! Very shortly we are shipping an update to notes that will only rely on browser cache as a fallback if you don't have an Internet connection. So as long as you are online, any note you take will be in Dooly. So this should alleviate the issue you mentioned. ND Nicholas D. Research Assistance Education Management Used the software for: 2+ years ### "Hear me --It is Dooly" June 16, 2021 5.0 Amazing! It's easy to use and syncs rightly which makes it a great. The templates helps to save me a lot of time. Pros Easy and simple to use and a good time manager. Cons No way to have a consolidated notes log that condenses all meeting notes. New user needs good training before use. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.