# Page 3 | Dooly Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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

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Dooly

4.8 (88)

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Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 3 - Reviews of Dooly

## Showing most helpful reviews

Showing 51-75 of 88 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Account Executive  
Education Management  
Used the software for: 6-12 months

### "Dooly Review "

May 8, 2020

5.0

Pros

How easy it is to use & the way you can sync directly to Salesforce

Cons

Sometime the system can be a little bit laggy from connecting the chrome extension

Review Source

Response from Dooly Research

May 12, 2020

Thank you for the feedback! We're investigating the lagginess.

HS

Haakon S.  
Account Executive  
Construction  
Used the software for: 1-2 years

### "Love It "

May 8, 2020

5.0

Great!

Pros

I love how easy it is to use especially the ability to quickly filter and customize reports. Have experienced phenomenal customer support helping with reports also.

Cons

Would like to be able to total values in reports

Review Source

Response from Dooly Research

May 12, 2020

Thank you for the review! Appreciate the feedback about wanting to see total values in boards. Have you tried the "cards" view that totals everything by stage? I will also add your voice to the ticket we have about showing totals in the main list board view.

AA

Adam A.  
AE  
Accounting  
Used the software for: 1-2 years

### "Simple and Easy"

May 8, 2020

4.0

So far pretty smooth. Easy, saves time, nothing i hate but lots to love

Pros

Ease of use. Its a simple tool, takes a couple hours to learn, and saves me so much time to makes changes to my Salesforce ops in one place then one by one like in SF

Cons

The notes to be a little bit easier to use and more desciption on what does what

Review Source

Response from Dooly Research

May 12, 2020

Thank you for the feedback and review! If you'd like to do a walkthrough, happy to do that, so we can hear what make notes easier for you.

Dominic B.  
Sales Development Representative  
Information Technology and Services  
Used the software for: Less than 6 months

### "Salesforce functionality"

February 16, 2020

5.0

Pros

I use Dooly to update lead information efficiently every morning and it updates their Salesforce information. This saves me hours of time a week and I have never had any problems with the service. If anyone uses Salesforce on a daily basis, this is a MUST to save yourself time and sanity.

Cons

The only functionality problem I have encountered is the inability to scroll horizontally to the left (on Mac), without initiating the "back" gesture.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback! I've shared the UI feedback with our product team.

LF

Laura F.  
Account executive  
Information Technology and Services  
Used the software for: 2+ years

### "Dooly is a game changer for our team"

February 14, 2020

5.0

Best team to work with, so helpful and open to product feedback

Pros

Ability to synchronise calls to SFDC, forecasting See old calls

Cons

That not everyone on our team uses it 😭

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review! We'd like to work with more of your team too. Keep the feedback coming!

MB

Matt B.  
Account executive  
Construction  
Used the software for: 1-2 years

### "Saved my pipeline management "

May 8, 2020

5.0

Has really made my day to day so much easier and keeping my pipeline up to date

Pros

Dooley saved me hours of time by consolidating all of my salesforce entries into one

Cons

There needs to be more separation on the templates. When you hit backspace on a blank template it just completely deletes it

Review Source

Response from Dooly Research

May 12, 2020

Glad that Dooly is saving you hours of time! And thank you for the feedback about templates. I'll make sure our designer gets your message.

VR

Verified Reviewer  
Business Development Rep  
Computer Software  
Used the software for: 6-12 months

### "Dooly Review"

May 9, 2020

5.0

Very good, makes note taking seamless and eliminates double entry.

Pros

The ability to take notes and sync them over to salesforce for me is very useful. I like that my calendar ties into Dooly as well so that I can coordinate notes with specific meetings.

Cons

I'm not sure if there's a Chrome Extension, but that would be helpful as I currently just have another tab pulled up on my browser.

Review Source

Response from Dooly Research

May 12, 2020

Hi! Thanks for your review! We do have a Chrome Extension - here's the link: https://chrome.google.com/webstore/search/dooly?h1=en Cheers! Ellie

JR

Joe R.  
Account Executive  
Computer Software  
Used the software for: 6-12 months

### "Dooly is Great!"

May 8, 2020

5.0

Dooly allows me to not only take great notes on the fly, but also keeps me organized and saves me a bunch of time.

Pros

Dooly is an incredible time saver and makes arduous administrative tasks simple. It helps streamline data entry into Salesforce and allows me to quickly update opportunities and manage my pipeline.

Cons

Dooly is used to a improve a process that a lot of people are very used to. I think there can be a little reluctance to change if not explained well.

Review Source

Response from Dooly Research

May 12, 2020

Thank you for the review! And point taken about process changing being challenging.

GG

Greg G.  
RVP Sales  
Information Technology and Services  
Used the software for: 6-12 months

### "Salesforce Reporting No More!!!"

February 25, 2020

5.0

Dooly makes note taking, pipeline management, and reporting a breeze. As a salesforce longtime user, the UI, function, and refresh sucks. Dooly gives all these things superpowers. I get visibility on everything, and my team can easily address and update relevant fields all in one place.

Pros

Dooly is so easy to use for reporting across my teams, from account and opportunity notes over to statuses and stages of our customer lifecycle.

Cons

Nothing really. It works well and has great functionality.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review! Love that your growing team gets superpowers from Dooly.

LG

Lauren G.  
Account Executive  
Computer Software  
Used the software for: 1-2 years

### "Helpful Everyday!"

February 14, 2020

5.0

Pros

Love the ease of use-- very simple to dive into notes and sync them to our CRM.

Cons

It can be hard to search and find notes you're missing that you did not link to a CRM record.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback! If you look on the Dooly home page you'll see a list of all unsynced notes. Please let us know if you need some help getting that sorted.

CP

Chris P.  
AE  
Marketing and Advertising  
Used the software for: 6-12 months

### "Good, not great"

May 8, 2020

4.0

Pros

Easy to take notes, good to have templates and simple to find old notes and sync with SFDC.

Cons

If you update SFDC, then go into dooly and sync your note, everything in SFDC gets erased, which is very annoying.

Review Source

Response from Dooly Research

May 12, 2020

Thank you for the feedback. The info on the Salesforce side should only update with the content from your Dooly note. If the Dooly note has fields that are blank, then that would update SF with a blank too. If you're seeing anything else happening please let us know so we can investigate. Thank you!

VR

Verified Reviewer  
Account Executive  
Information Technology and Services  
Used the software for: Less than 6 months

### "Simple and effective"

May 8, 2020

4.0

Great, does what it needs to.

Pros

It works, reduces time required for updating SFDC. Like the meeting question templates....helps gives me a script when I need one

Cons

The UI is fine, but as they add features I can see it becoming more confusing/cluttered

Review Source

Response from Dooly Research

May 12, 2020

Thank you for the feedback! If you ever feel that new features are confusing or cluttered please let us know. Our aim is to simplify and make things easier not harder. We listen to all feedback and ideas!

dK

devon K.  
AE  
Information Technology and Services  
Used the software for: 6-12 months

### "Love Dooly"

February 19, 2020

5.0

I don't have to click into individual opps. Helps streamline everything!

Pros

Easy to use Syncs to SFDC Keeps my manager off my back Saves me time

Cons

UI - Could be cleaner and easier to set up

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback about the UI. We're making a bunch of updates this quarter to the user experience and onboarding to improve discoverablity, reduce confusion, and make sure people get to value fast. If you have something specific that you think we should do, please send us a note! We'd love to hear your perspective.

Dennis L.  
Account Executive  
Computer Software  
Used the software for: Less than 6 months

### "Loving Dooly so far!"

May 8, 2020

5.0

Pros

The simplicity and ease to update my information in Salesforce

Cons

Would love to have a feature where when I change step that needs certain questions answered, that those questions are pulled up automatically.

Review Source

Response from Dooly Research

May 12, 2020

Thanks for the feedback and review! Playbooks can surface questions to ask at each stage/step. I'm talking to your manager about this soon so hopefully you'll get this crossed off your wishlist!

SA

Sebastian A.  
SDR  
Professional Training & Coaching  
Used the software for: 6-12 months

### "Use this daily!"

February 14, 2020

5.0

Pros

Love how quick it is to build templates and map fields to Salesforce. Saves our whole team a lot of time doing manual tasks that no one wants to do.

Cons

Sometimes organizing templates can be a challenge - lack of consistency across the team can clutter it up

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback. Have you tried starring templates so that only the most relevant ones show up for you? If that's still not enough, please let us know.

CL

Celene L.  
Account Executive  
Construction  
Used the software for: Less than 6 months

### "Couldn’t manage pipeline without this"

May 8, 2020

4.0

Pros

The configurable boards and filters for pipeline management make this tool very useable. Love the Salesforce integration because I don’t have to wait for that long load time when editing in Salesforce.

Cons

I think the hardest piece to use about this software for my usecase is the search feature within the board tool. Usually I have to play around with filters instead to find the specific opportunities/ accounts instead of simply searching for them.

Review Source

Response from Dooly Research

May 12, 2020

Thank you for the feedback Celene! I'll reach out in app to see if we can sort out the board challenge you're having.

AA

Adoley A.  
Manager, University Success  
Internet  
Used the software for: 6-12 months

### "Dooly Review"

February 14, 2020

5.0

Pros

I love how Dooly allows bi-directional sync with Salesforce fields.

Cons

I wish Dooly allowed you to fill out fields on the opportunity level and the account level within the same note.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback! You can take update account level fields when you're in an opportunity, but not the other way around. When you insert a field in a note on an opp, just toggle "this account" instead of "this record".

TS

Tony S.  
Account Executive  
Higher Education  
Used the software for: 6-12 months

### "Great for Account Management"

February 14, 2020

5.0

Pros

Being able to edit fields in Salesforce directly from notes or Boards, making it great for handling day-to-day management of opportunities.

Cons

(Minor) Occasional issue with fixing notes if they are connected to an incorrect opportunity.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback! Would love to know if the new notes UI is better for assigning notes to a different opportunity after you've synced.

IL

Isaac L.  
Senior Account Executive  
Consumer Goods  
Used the software for: 6-12 months

### "Such a great sales tool"

February 14, 2020

5.0

Pros

I love the simplicity of the software and how it makes my notes taking abilities that much easier while talking to prospects.

Cons

There are many features and I don't know how to use all of them.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review! We'd love to help you get full use of Dooly, ping us to set up a quick chat! We're also making features and value in the product more discoverable so that should help too.

LF

Lane F.  
bdr  
Information Technology and Services  
Used the software for: 6-12 months

### "Dooly Is the BEST"

September 29, 2020

5.0

The best, i think I use it more and more each day.

Pros

It is so easy to use and is extremely valuable to the BDR and AE's on the team. It helps us track our notes throughout the cycle so effectively.

Cons

Nothing to say bad about Dooly. It is so valuable for our sales org at helping to track our deals and making us more effective on calls.

Review Source

GO

Griffin O.  
Sr. Account Executive  
Computer Software  
Used the software for: 1-2 years

### "Great Integration with SalesForce"

February 14, 2020

4.0

Very positive experience! Tool works exactly as described / needed.

Pros

How easily it syncs notes back into SalesForce (to the correct opportunity / account as well!)

Cons

Nothing I can think of! Maybe an idea would be integration with Zoominfo etc. to get other key members of your account into the CRM / Notes before or during a call.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback! Have you tried using slack collaboration to @someone from a Dooly note if you need to collaborate? Note collaboration is something we'd like to look at in more detail too.

HG

Hal G.  
AE  
Telecommunications  
Used the software for: Less than 6 months

### "BIG FAN"

February 19, 2020

5.0

Such a great way to take notes, and keep myself organized with my daily tasks and to do list.

Pros

I love how this tools integrates so easily with my other sales tools. I no longer have to duplicate my effors. Dooly makes it easy to take notes, save them, and then tie back the notes to the right opportunity. I love how fast it works and how easy it is to learn. I never used dooly until this job and I am now not aware on how I ever went through my sales career without it!

Cons

nothing - it truly checks all the box's for me!

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review! So good to hear that you're a BIG FAN of Dooly and that we're helping you go faster. We've got more "go fast" features coming soon too.

BG

Blair G.  
AE  
Computer Software  
Used the software for: 6-12 months

### "Super smooth with SaleSForce "

May 8, 2020

5.0

Amazing experience! Would recommend to anyone!

Pros

How easy it is to send my notes into my desired SalesForce fields

Cons

No negatives! Wish I could use it more!!

Review Source

Response from Dooly Research

May 12, 2020

Thank you for the review! Please do send along your wishlist anytime.

AC

Alana C.  
Account executive  
Information Technology and Services  
Used the software for: Less than 6 months

### "The best tool!"

February 14, 2020

5.0

Dooly helps me be efficient. In a sales role, staying organized and taking good notes is crucial. Dooly makes it easy for me to keep track of all my deals in one solution.

Pros

Dooly’s board offers a great way for me to organize all my open opportunities. Love the fact it pulls previous meeting notes from an account or open opportunity.

Cons

I have not yet found anything I’d change with this tool.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review! Glad that Dooly is helping you be more organized and stay on top of your pipeline.

RB

Ryan B.  
Account Executive  
Computer Software  
Used the software for: 1-2 years

### "Great for notes!"

February 14, 2020

4.0

Dooly is a great tool to quickly access a template and sync notes with a Salesforce record. Love that you can start the note right from GCal

Pros

Templates, sync with Salesforce, direct link from calendar

Cons

Does everything I need it to, no cons for me

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review! Glad Dooly is doing everything you need it to do.

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