Dooly 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Dooly

4.8

(88)

Pricing

Starting at $12.00 per month

About Dooly

Dooly helps you manage all your deals at once with one-click updates from a centralized view so you’re always ready for your next pipeline review.

Revenue teams have to do more with less in order to win the deals they need to keep their teams staffed and their businesses growing, but that doesn't mean they can't make the most of every opportunity.

Dooly syncs your sales notes across all your devices so you can spend more time selling and growing your business. Schedule a demo today to see how Dooly can help you win at the game of life.

Dooly Screenshots

Dooly Pricing and Plans

Starting price: $12.00 per month

Free Trial

Free Version

Free

$0.00

per user, per month

Plan includes:

30 Day Note History
Chrome Extension
Pipeline Editor
Template Library
Up to 3 Users
World-Class Note Editor

Pro

$12.00

per user, per month

Plan includes:

30 Day Note History
Chrome Extension
Complete Note History
Pipeline Editor
Pipeline Field History
Shared Templates
Template Library
Unlimited SFDC Updates
Up to 10 Users
Up to 5 Saved Views

Growth

$35.00

per user, per month

Plan includes:

Complete Note History
Deal Insights
Pipeline Field History
Shared Templates
Slack Integration
Unlimited SFDC Updates
Unlimited Templates
Up to 10 Playbooks
Up to 25 Users
Up to 5 Saved Views

Premier

Pricing available upon request

Plan includes:

Admin Controls
Complete Note History
Deal Insights
Dedicated CSM
Pipeline Field History
Shared Templates
Slack Integration
SSO
Unlimited Playbooks
Unlimited SFDC Updates

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Dooly Features

Popular features found in Sales Enablement
Collaboration Tools
Content Library
CRM Integration
Email Management
Engagement Tracking
Lead Scoring
Performance Management
Process/Workflow Automation
Sales Planning
More features of Dooly
AI/Machine Learning
Calendar Management
CRM
Customer Engagement
Data Entry
For Sales Teams/Organizations
Meeting Management
Opportunity Management
Pipeline Management
Prioritization
Sales Activity Management
Sales Pipeline Management
Task Management
Templates

Dooly Integrations

Gong.io

Slack

Google Drive

Okta

Dooly User Reviews

Overall Rating

4.8

Ratings Breakdown

78%

20%

Secondary Ratings

Ease of Use

4.8

Value for money

4.8

Customer support

4.8

Functionality

4.6

Michael S.

Verified reviewer

Computer Software

51-200 employees

Used daily for more than 2 years

Reviewed February 2020

Powerfully Simple

Awesome! When I first started the founder would answer my chat questions. Highly engaged leadership and the product continues to evolve for the better.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Dooly

Salesforce integration.

Vendor Response

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.

Replied February 2020

Chris K.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for more than 2 years

Reviewed February 2020

Dooly; the motor behind our sales process

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Dooly

Direct integration with Salesforce, great support.

Vendor Response

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.

Replied February 2020

Eoghan F.

Verified reviewer

Construction

501-1000 employees

Used daily for less than 12 months

Reviewed February 2020

Time Saving with Dooly

Overall I do like Dooly. The templates allow me to fill out multiple SF fields at once which saves me a lot of time.

Ratings Breakdown

Ease of use

Functionality

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.

Reasons for switching to Dooly

The plug in to Salesforce.

Vendor Response

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!

Replied February 2020

Verified

Reviewer

Marketing and Advertising

51-200 employees

Used daily for less than 2 years

Reviewed May 2020

Listen to this!

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.

Ratings Breakdown

Ease of use

Customer support

Functionality

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

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!!

Replied May 2020

Verified

Reviewer

Internet

51-200 employees

Used daily for more than 2 years

Reviewed May 2020

Must Have for Sales Teams

Ratings Breakdown

Ease of use

Functionality

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.

Fred L.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for less than 6 months

Reviewed February 2020

Fantastic tool to facilitate information collection and accessibility

Collaboration and visibility into different customer interactions has been very helpful

Ratings Breakdown

Ease of use

Functionality

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.

Vendor Response

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.

Replied February 2020

Jonathan M. H.

Verified reviewer

Computer Software

201-500 employees

Used daily for less than 12 months

Reviewed February 2020

Great Tool - Way better than Quip

Allows me to stay outside of a clunky Salesforce instance while keeping tabs on my open pipe

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Dooly

Moved companies

Vendor Response

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!

Replied February 2020

Verified

Reviewer

Computer Software

1001-5000 employees

Used daily for less than 12 months

Reviewed May 2020

Game changer for CRM Cleanliness

Major increase in productivity and time savings by editing Salesforce in Dooly instead of Salesforce itself.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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

Replied May 2020

Tommy D.

Verified reviewer

Information Technology and Services

501-1000 employees

Used daily for less than 2 years

Reviewed February 2020

Great tool and amazing team

Brilliant experience so easy to use

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Vendor Response

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.

Replied February 2020

Ellen C.

Verified reviewer

Computer Software

51-200 employees

Used weekly for less than 6 months

Reviewed May 2020

Makes interacting with Salesforce faster and easier

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Dooly

I didn't need to look any further because Dooly did a great job and was reasonably priced.

Vendor Response

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.

Replied May 2020

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