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

Dominic B.

Verified reviewer

Information Technology and Services

501-1000 employees

Used daily for less than 6 months

Reviewed February 2020

Salesforce functionality

Ratings Breakdown

Ease of use

Functionality

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.

Vendor Response

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

Replied February 2020

Tuhin S.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for less than 12 months

Reviewed February 2020

Dooly Saves Companies

Please read above!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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.

Replied February 2020

Chris P.

Verified reviewer

Marketing and Advertising

201-500 employees

Used daily for less than 12 months

Reviewed May 2020

Good, not great

Ratings Breakdown

Ease of use

Functionality

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.

Vendor Response

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!

Replied May 2020

Conor N.

Verified reviewer

Computer Software

1001-5000 employees

Used daily for less than 12 months

Reviewed May 2020

Easy Salesforce Interface and Reporting

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

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

Vendor Response

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!

Replied May 2020

Elisa C.

Verified reviewer

Computer Software

51-200 employees

Used daily for less than 12 months

Reviewed February 2020

Great place to find all your notes

Ratings Breakdown

Ease of use

Functionality

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).

Vendor Response

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!

Replied February 2020

Stephanie P.

Verified reviewer

Computer Software

1001-5000 employees

Used daily for less than 12 months

Reviewed May 2020

A faster and more intuitive way to update Salesforce records

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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Vendor Response

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!

Replied May 2020

Chris M.

Verified reviewer

Internet

501-1000 employees

Used daily for less than 2 years

Reviewed February 2020

Reducing Salesforce Noise & Focussing On Work

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

Vendor Response

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.

Replied February 2020

Verified

Reviewer

Computer Software

51-200 employees

Used daily for less than 12 months

Reviewed February 2020

Converted me from hand-written notes

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Vendor Response

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.

Replied February 2020

Verified

Reviewer

Marketing and Advertising

51-200 employees

Used daily for less than 2 years

Reviewed February 2020

Dooly as an SDR