# Page 2 | Dooly Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - 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)

[View alternatives](https://www.capterra.com/p/173903/Dooly/alternatives/)

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Last updated March 13th, 2026

# Page 2 - Reviews of Dooly

## Showing most helpful reviews

Showing 26-50 of 88 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

TS

Tuhin S.  
Customer Success Manager  
Information Technology and Services  
Used the software for: 6-12 months

### "Dooly Saves Companies"

February 18, 2020

5.0

Please read above!

Pros

Let's face it. In this day and age, staying at a company for longer than 2-3 years is unheard of - especially for the millennial generation, also known as the Burn Out generation. Changing jobs, leaving accounts and customers behind is normal. It's part of the new cycle of career life. But with this comes customers and accounts changing hands frequently to the point of frustration for your clients and the new Account Manager taking over who has no idea what the customer cares about, who their kids are or what they did for the weekend - all important information to ensure renewal, expansion and prevention of churn. In enters Dooly. The tool that allows team members to seamlessly sync their calendar and their CRM of choice with a note taking platform that allows you to clearly indicate who attended, when the meeting took place and use templates to help guide the conversation and record important information fo the next Account Manager. Dooly is a lifesaver - it helps us set up team members for success, synchronize and consolidate all meeting notes for one customer in one flowing document and therefore keep customers happy by always being able to speak to their needs.

Cons

I have no negative or constructive feedback. I love Dooly. Get me a t-shirt please.

Review Source

Response from Dooly Research

February 26, 2020

Thanks so much for the review! Happy to hear that Dooly is helping your team with CSM transitions and always having account info at your fingertips.

CN

Conor N.  
Sales Engineer  
Computer Software  
Used the software for: 6-12 months

### "Easy Salesforce Interface and Reporting"

May 8, 2020

5.0

Helpful interface to keep up-to-speed on Salesforce-related activity

Pros

I use Salesforce to update all sales opportunities, as opposed to entering data directly into Salesforce, which can be slower to navigate. It saves me time entering in notes from calls and meetings, while allowing me to track all open opportunities with lots of flexible views/filters

Cons

While the Dooly templates allow me to enter in required Salesforce fields for every call/meeting, there's no way to have a consolidated notes log that condenses all call/meeting notes for an opportunity (similar to what you'd do with a Google Doc, Evernote, etc). When working sales opportunities that last 6+ months, there are dozens of meetings and calls with information being captured from each meeting, so it can be difficult to summarize those notes.

Review Source

Response from Dooly Research

May 12, 2020

Thank you for the review and feedback! Tagging or other ways to organize long note history is something we're considering - I'll add your feedback to the details for that ticket. Couple of suggestions in the meantime: - Try using Headings to organize your notes for those long deals. Just select a line and choose H1 from the format window. Then you can expand or collapse the text under that heading. If you have a quick summary of the call at the top of the note, those would be enough for you to look at for a quick scan through the history. - Update fields in a side modal instead of your note to keep your notes tidier. Click on "record options" and "show salesforce fields" to see how that works in a note. Cheers!

EC

Elisa C.  
Customer Success Manager  
Computer Software  
Used the software for: 6-12 months

### "Great place to find all your notes"

February 14, 2020

5.0

Pros

I love how I can see all the notes across my accounts, opportunities, and contacts in one place. I love how it all syncs automatically to Salesforce and I can run analytics on these syncs. I love the integrations and the ability to update Salesforce fields automatically from the Dooly note.

Cons

Dooly needs more formatting options, like the ability to colour, highlight, and underline text. When you insert a contact field into the notes, it does not give you the ability to see their phone number or title. It only returns back their name and email. Return back the title at the minimum so I don't have to go back to SF or my other notes to check back. If you have a meeting event and open a note for that meeting, it shows you the attendees but it doesn't give you the ability to check off and take attendance (e.g. some people don't show up and your attendee list is not accurate in the end).

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review! A few comments back ... I've submitted this feedback to our product team: more formatting options and checking off attendance (love this one!!). When you add a contact, if you want additional fields to fill in, just need to create those as dependencies in Salesforce or send us the list you'd like. Keep the feedback coming!

SP

Stephanie P.  
Account Executive  
Computer Software  
Used the software for: 6-12 months

### "A faster and more intuitive way to update Salesforce records"

May 9, 2020

4.0

I have to admit I didn't use it for the first couple of months to it's full potential, until a colleague explained it to me when I was having trouble with Salesforce errors. Since I learned all of the different processes I can manage with it, I work out of dooly more than I do Salesforce!

Pros

I love the ability to update records in Salesforce without having to go into Salesforce. Not only can I log notes from calls and create task lists for myself, I can also create templates to update records when moving opportunities to different stages, viewing lists of records (accounts/opportunities) so that I can update next steps. With the upgrade to lightening and so many integrations plugged in, Salesforce can be very slow. Dooly definitely provides a great alternative

Cons

It can be laggy sometimes New users need either good training or some sort of intuitive guide built into the software to show how useful it can be used and the efficiencies it can provide to sales people

Review Source

Response from Dooly Research

May 12, 2020

Thank you so much for the review! Glad you've found the Dooly nuances that help you stay on top of your day. We recently updated our onboarding experience and are working on more UI changes to make things more discoverable in app. Sounds like you joined before the improvements. Please reach out with questions or feedback anytime!

CM

Chris M.  
Sales Engineers  
Internet  
Used the software for: 1-2 years

### "Reducing Salesforce Noise & Focussing On Work"

February 19, 2020

5.0

Pros

\- I never have to go into our Salesforce UI as part of my day to day any more. I'm submitting all my account notes and activities through Dooly these days! - I really love the rich formatting options for account notes. Trying to create readable notes in Salesforce makes my heart sad. - It's a real time saver! The dynamic templates to push data into Salesforce are awesome. I also used to spend so much time scrolling huge pages to find a tiny 'save' button and navigating Salesforces UI in general. - It's connected to my calendar! Makes it easy to retrospectively update notes from the day.

Cons

Honestly I'm just so happy to be using Dooly I might be blind to the downsides but I have yet to find them. I have nothing bad to say. I found a minor UI bug one time in months of usage- I reached out and they had it fixed within a few minutes which is crazy. Can't wait to see where this product goes.

Review Source

Response from Dooly Research

February 26, 2020

So happy to hear that we're reducing the Salesforce noise for you! Do let us know if you find anything else we need to fix.

PS

Peter S.  
Sales Engineer  
Information Technology and Services  
Used the software for: 1-2 years

### "Dooly makes Salesforce fun!"

February 15, 2020

4.0

A fantastic product, that makes SFDC admin work a doddle. Life as a sales person using SFDC was a misery until Dooley came along and now Salesforce is fun! Dooley is so simple to use and yet so powerful in helping me be more productive and organised.

Pros

So much to like, but my major feature crush is note templates and SFDC field syncing.

Cons

For some reason changes to SDFC fields are not syncing to my notes if the changes are made in SFDC. e.g. A opportunity in SFDC might have a closed status but the field in Dooley doesn't update on a sync.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback! The sync issue you're talking about is actually intentional in Dooly. if you take a note and insert a field, the field value you set in the note stays that way. The idea is the note is a history of the record. If I took a note, and set the stage to "Needs Analysis" at the end of a discovery call, it will stay that way. It would look odd if you scrolled through old notes and saw the stage set to "Closed won" in a discovery call from months previously. The fields should always show the current values in the new Record Summary that pops on right of screen if you toggle it on.

MW

Mike W.  
Enterprise AE  
Information Technology and Services  
Used the software for: 1-2 years

### "Daily Dolly User"

February 14, 2020

5.0

Pros

It’s incredibly easy to use and syncs right into the appropriate spots in Salesforce which has reduced a great deal of time in my end. Additionally it’s great for providing new/green reps with custom templates and recommends comments when key words are identified.

Cons

It’s not possible for multiple team members to leverage in the moment and share ideas (like gdocs)

Alternatives considered

[Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/)

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback! Note collaboration is something we're exploring. In the meantime, try @name in a Dooly note to start a Slack conversation for that record.

CT

Carrie T.  
Account Executive  
Computer Software  
Used the software for: 1-2 years

### "Use this product!!!!"

February 17, 2020

5.0

Dooly is the single biggest contributor to my efficiency. It helps to streamline by day to day, keeps me organized and on task and also makes me look great to my peers and superiors. I use Dooly daily and use it more than any other tool. I can't recommend it enough.

Pros

Dooly is easy, it amends all of my notes and updates to my CRM and keeps me on task.

Cons

There are certain CRM fields that require other fields to be completed prior to creating or updating. These few fields have to be updated in my actual CRM instead of from Dooly. More of a limitation on the CRM side.

Reason for choosing Dooly

N/A

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback! Happy to hear that Dooly helps you be even more awesome! Quick pro tip - if you've got dependencies to advance stage... Start a new note, create a template to capture all the dependent fields or just add the fields to the note. You can update all the fields before you sync. Then the sync should work and you can stay out of Salesforce. Ping us if that doesn't work for you so we can find another way.

SN

Sarah-Anne N.  
customer success manager  
Marketing and Advertising  
Used the software for: 2+ years

### "Dooly- A One Stop Shop for Efficient Notetaking"

May 8, 2020

5.0

Overall Dooly keeps me organized and saves times when prepping for calls, taking notes, syncing to other tools (salesforce) and looking back at old notes.

Pros

I used dooly mainly for notetaking. I love that the UI is easy to use and it syncs easily with google calendar and SF which allows me to do all my notetaking/organization in dooly vs going into other tools. I also use templates often which saves time and keeps my notes organized depending on the type of call I am prepping for.

Cons

Dooly is sometimes slow to load when going through a typically note creation flow. EX: open dooly, new note, sync note to a specific SF account, load history of that account, then allows you to start adding to the new note.

Review Source

Response from Dooly Research

May 12, 2020

Thank you for the feedback! If you speed feels a bit slow please let us know and also toggle off "related notes" unless you need to view those. If there's a lot of history there it can take a bit long to pull up. Please send along any other feedback or wishlist items anytime!

VR

Verified Reviewer  
Account Executive  
Computer Software  
Used the software for: 6-12 months

### "Converted me from hand-written notes"

February 14, 2020

5.0

Pros

Super easy to use and link to a Salesforce opportunity - makes referencing notes later much easier than flipping through pages of notes. Love having templates set up to ensure I get the correct info on each call.

Cons

Tricky to find where to to go to switch the note to another Opportunity/Account Only some Salesforce fields can be pre-populated

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback! All fields on that record type should populate - so if there's something you're having an issue with please let us know so we can troubleshoot. And we just shipped new UI for notes, so hopefully that makes it easier for you to switch which record the note is attached to.

VR

Verified Reviewer  
BDR  
Marketing and Advertising  
Used the software for: 1-2 years

### "Dooly as an SDR"

February 14, 2020

5.0

Pros

Simple to use and sync across salesforce and other platforms.

Cons

Wish I could access the notes on my phone with Sales Navigator. Might be able to maybe I haven't looked enough.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback!

AS

Ava S.  
Account Executive  
Construction  
Used the software for: 6-12 months

### "Crucial for my success with salesforce"

February 18, 2020

5.0

I love it! Solving the problem of having to reload a million fields on different pages, something loading slowly in salesforce, being able to see and change across a wide variety of opps. Dooly is crucial for my success.

Pros

Dooly speeds up my day-to-day role significantly. They have also been very responsive on a support side to assist with help pulling together a report with the appropriate fields. I love using Dooly and would recommend it to anyone with flying colors. It's a game changer and anyone looking to save time / not deal with slow loading CRMs should look into it.

Cons

I don't have many flaws, maybe more support articles so my coworkers can look at those instead of asking me how to use it.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback! We are always looking for ways our product can do more of the heavy lifting and be more discoverable for new users. So if there's a common question you're getting from people please let us know! We can make sure either the UI or an article addresses the need. And we can add the article to your company onboarding process too.

SF

Samantha F.  
Account Executive  
Computer Software  
Used the software for: 1-2 years

### "Easy Way to Take Notes During Sales Calls"

May 8, 2020

5.0

Dooly is a seamless, reliable way to take notes before and during sales calls. It's nice to see all of your notes throughout the sales cycle in one place as well, as I often reference notes from prior calls.

Pros

I love using the Dooly extension while in Salesforce to take notes while preparing for a call. Then, once I'm on the call, Dooly is very reliable in terms of syncing my notes and ensuring I can reference them later on throughout the sales cycle.

Cons

I'm not a huge fan of clicking the icon at the top of the notepad to identify which call type it is (this revision to the interface was done about a month ago I'd say). I liked the previous UI.

Review Source

Response from Dooly Research

May 12, 2020

Thank you for your review! For the "call type" logging, once you log the type you want it will hold that as a default. So unless you have to switch all the time, you should just be able to set it and forget it. Cheers!

ML

Max L.  
Account Executive  
Information Technology and Services  
Used the software for: 1-2 years

### "Big Fan of this tool"

February 18, 2020

5.0

Pros

Super easily integrated with SFDC, works easily and intuitively, does exactly what it describes and makes my life easier.

Cons

I'd like them to build out the tool a little bit more, make things a bit more polished and give people the ability to collaborate on notes with each other.

Review Source

Response from Dooly Research

February 26, 2020

Great feedback! Figuring out note collaboration is a request we've heard more often lately. I'll put you on the list for giving input when we start digging into this some more. Also, polishing the UI is currently in progress. Looking forward to hearing more feedback as we roll out updates.

JB

Jon B.  
Director of Sales  
Computer Software  
Used the software for: 2+ years

### "Tried to sell to Dooly....they sold me!"

February 14, 2020

5.0

I first met \[SENSITIVE CONTENT HIDDEN\] at Dreamforce and was trying to pitch him on Bluewolf's AI product/platform. Once I learned what Dooly does, I asked him if I could test it out...Fast forward to my current role and purchasing Dooly for my small sales team was one of the first thigs I did!

Pros

Ease of use, but it also makes using Salesforce.com even easier to use.

Cons

None, really...there's some features we don't use today, but that's due to our size/lower volume sales cycles at the moment.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback. Yeah our CEO, Kris, is awesome. What a great story about how you started with Dooly!

MB

Mark B.  
Account Executive  
Computer Software  
Used the software for: 2+ years

### "Dooly is a game-changer for weekly reporting and forecasting"

February 14, 2020

5.0

I have had a great experience with Dooly as it keeps track of my notes, MEDDIC, and Mutual Success Plans for deals I close.

Pros

It allows you to easily modify fields in Salesforce without having to click individually in each area and wait. Dooly saves me 3-5 minutes on every record I update daily.

Cons

It would be nice if Dooly integrated with with Clari so I didn't have to spend 20-30 minutes updating Clari on my end.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback. We will be exploring potential integrations we could do next. So will put Clari on the wishlist.

KB

Kelsey B.  
Senior Account Executive  
E-Learning  
Used the software for: 1-2 years

### "Dooly is the best tool for note taking, period. "

February 20, 2020

5.0

I use dooly daily and it has saved me so much time and helps me to stay organized

Pros

This is the best tool for note taking period. Our instance of salesforce is frustrating to work within, many errors, etc. Dooly allows me to take notes and manage my pipeline without interruptions. I so appreciate the ability to have all of my notes in one place that I can scroll through to easily find what I'm looking for and it syncs to Salesforce so management can see everything they need to properly forecast the business.

Cons

hard to think of something I don't like about it honestly

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review! We are so happy to take away the frustration and give you more time back in the day to sell!

YD

Yama D.  
SDR  
Computer Software  
Used the software for: 6-12 months

### "Dooly-Please Duly Note it down please. "

February 14, 2020

5.0

I LOVE dooly. I am a huge advocate and champ for this product. I highly recommend it to my entire team. I was a little skeptical at first as its a new tech and sometimes can feel adverse to this as it can be cumbersome to learn a new process or change your existing work flow. I will never look back after using dooly. I will never use SFDC without Dooly ever again!

Pros

That it makes using Salesforce so much better. I cannot stress enough how annoying it is to fill in notes in SFDC only to have to refresh your screen. Dooly eliminates this and allows for custom templates depending on your use of SFDC, on what you want to update on field characters.

Cons

NOTHING AT ALL! Seriously this is a life saver. Makes taking notes down while talking so easy.

Review Source

Response from Dooly Research

February 26, 2020

Thank you so much for being a Dooly champion! As always, please share any feedback or questions you have so we can continuously make improvements.

MS

Marc S.  
Sales Director  
Computer & Network Security  
Used the software for: 2+ years

### "Dooly More"

May 8, 2020

5.0

Keeping accurate and updated notes for our opportunities is critical, but also ensuring that the teams are enabled with the right information at the right time was previously difficult. Dooly has streamlined that process.

Pros

Dooly makes the tedious task of sales life all but go away. The solution makes notes take action as well as makes managing/updating a forecast a breeze.

Cons

TBH There is nothing that I could think of to dislike.

Review Source

Response from Dooly Research

May 12, 2020

Thank you for the review! Happy to see you coming back for more as you continue your sales career.

SH

Sean H.  
Account Executive  
Computer Software  
Used the software for: 1-2 years

### "Great tool for easily tracking notes and activity back to SFDC"

February 14, 2020

5.0

Pros

The tool is very easy to use, has become a part of my process for meeting prep. Will write all pre-meeting notes as well as take notes during the meeting and save in Dooly, which will log back to SFDC automatically against the account/oppty/etc.

Cons

Not much to complain about - there is likely more I could be doing with the tool so finding ways to get more usage out of meeting/note templates etc. without needing to set them all up myself would be helpful.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback! Looking forward to chatting with you soon about how you can get even more out of Dooly. I'll get you rolling on templates super fast too.

ND

Natalie D.  
Account Executive  
Computer Software  
Used the software for: 1-2 years

### "Dooly is a great addition to your sales toolkit"

May 9, 2020

5.0

Dooly allows me to make updates quickly and regularly on my accounts. Dooly also helps me to stay on top of my opportunities and ensure that nothin gets missed!

Pros

Dooly is so easy to use! It helps me have a great understanding of my pipeline. The integration with salesforce is seamless and I especially like 'card view' to see where all of my opportunities are at.

Cons

Not a big deal, but I wish there was an easier way to sort the filters for my opportunity view.

Review Source

Response from Dooly Research

May 12, 2020

Thanks for writing the review! I'll bet I can help get your filters sorted out. You can save different views so the filters you most are at your fingertips. I'll reach out in app with more details for you.

VG

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

### "If your Director is constantly nagging you about updating your SFDC - you need Dooly! "

February 14, 2020

5.0

Pros

Helps me keep my SFDC clean and up to date and keeps my Director off my back! Intuitive, easy to use, and a lot of different ways to ensure you don't have 100+ tabs constantly open.

Cons

May just be our settings - but I can update the sales stage via Dooly :(

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback! You likely have some dependencies on stage that make it complicated to update within a board/pipeline view because the field tries to sync as soon as you update it. You can update stage and the dependencies very easily within a note for an opportunity though. Use a template to store all the fields that need updating or just add them fresh to a note. The note doesn't sync until you click the sync button so you can do all of the fields you need to all at the same time. Hopefully that will keep you out of Salesforce even more.

BM

Brennan M.  
Account Executive  
Commercial Real Estate  
Used the software for: 6-12 months

### "Salesforce Integration = Best Note Taking Tool yet"

February 14, 2020

5.0

Solid

Pros

The ability to integrate with salesforce (which is painfully slow a lot of times, even in "lightning" ironically) is so convenient and makes updating a lot of opps at once way easier and more efficient.

Cons

Wish some of the fields when syncing to a SFDC field would be larger than a single line view so you could see the entirety of the notes from that section.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review and feedback! If you want to expose more of the height of a cell, you can do that in a note by adding in the field you're looking for. You will also see the full content of a cell in a board if you click into the cell to update it.

TR

Thatcher R.  
Customer Experience Manager  
Computer Software  
Used the software for: 1-2 years

### "Dooly is perfect for every day use! "

February 14, 2020

5.0

Pros

Love the way it connects directly to salesforce. Really easy to take notes, make templates, and overall super easy to use.

Cons

No major cons that I’ve encountered so far! Happily use this product daily.

Review Source

Response from Dooly Research

February 26, 2020

Thank you for the review! Glad Dooly is helping make every day a bit easier for you.

VP

Victoria P.  
Customer Success Manager  
Consumer Services  
Used the software for: 6-12 months

### "Very Useful"

May 8, 2020

4.0

Dead simple to use. I don't even take advantage of all of features and I'm still really happy with. Look at my calendar, select my meeting, and get to note taking.

Pros

All my notes in one place. Connects to my calendar. Seamless integration with salesforce. Can send note links to colleages. Can link Salesforce tasks to notes.

Cons

Could use a bit more formatting finesse.

Review Source

Response from Dooly Research

May 12, 2020

Thanks for the feedback about formatting finesse. What's on your formatting wishlist?

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