# Dooly Software Reviews, Demo & Pricing - 2026

> Review of Dooly Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/crm/dooly-profile

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Dooly

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Overview

[Reviews](https://www.softwareadvice.com/crm/dooly-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/dooly-profile/alternatives/)

# Dooly 2026: Benefits, Features & Pricing

Wondering if Dooly is right for your organization?

Our Sales Enablement Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Dooly

4.8

[(88)](https://www.softwareadvice.com/crm/dooly-profile/reviews/)

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.

Wondering if Dooly is right for your organization?

Our Sales Enablement Software selection experts can help you in 15 minutes or less.

## Dooly User Interface

## Popular Dooly Alternatives

Main Product

Dooly

4.8

[(88)](https://www.softwareadvice.com/crm/dooly-profile/reviews/)

Ratings Breakdown

-   4.76Ease of use
-   4.84Value for money
-   4.81Customer support
-   4.61Functionality

Pricing

Starting at $12.00 per month

Get Price

Alternative Product

[Slack](https://www.softwareadvice.com/remote-support/slack-profile/)

4.7

[(24118)](https://www.softwareadvice.com/remote-support/slack-profile/reviews/)

Ratings Breakdown

-   4.61Ease of use
-   4.55Value for money
-   4.43Customer support
-   4.56Functionality

Pricing

Starting at $8.75 per month

Get Price

Alternative Product

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.4

[(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

Ratings Breakdown

-   3.99Ease of use
-   4.05Value for money
-   4.13Customer support
-   4.38Functionality

Pricing

Starting at $25.00 per month

Get Price

Alternative Product

[Substrata Q](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/)

4.9

[(166)](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/#reviews)

Ratings Breakdown

-   4.95Ease of use
-   4.86Value for money
-   4.83Customer support
-   4.90Functionality

Pricing

Available upon request

Get Price

Alternative Product

[Consensus](https://www.softwareadvice.com/crm/consensus-profile/)

4.9

[(327)](https://www.softwareadvice.com/crm/consensus-profile/reviews/)

Ratings Breakdown

-   4.75Ease of use
-   4.76Value for money
-   4.81Customer support
-   4.76Functionality

Pricing

Starting at $1250.00 per month

Get Price

Alternative Product

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.3

[(6977)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

Ratings Breakdown

-   4.15Ease of use
-   4.29Value for money
-   4.08Customer support
-   4.27Functionality

Pricing

Starting at $14.00 per month

Get Price

## 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

Read More

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

Read More

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## Dooly Features

-   Popular features found in Sales Enablement
    
    Collaboration Tools
    
    Content Library
    
    CRM Integration
    
    Email Management
    
    Engagement Tracking
    
    Lead Scoring
    
    Performance Management
    
    Sales Planning
    
    Workflow Automation
    
-   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

Integration rated undefined from -1 review

Slack

Integration rated undefined from -1 review

Google Drive

Integration rated undefined from -1 review

Okta

Integration rated undefined from -1 review

## Dooly User Reviews

Overall Rating

4.8

Ratings Breakdown

5

78%

4

20%

3

1%

2

0%

1

0%

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

5

Ratings Breakdown

5

Ease of use

5

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

Read More

TS

Tuhin S.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for less than 12 months

Reviewed February 2020

Dooly Saves Companies

5

Please read above!

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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

Read More

CP

Chris P.

Verified reviewer

Marketing and Advertising

201-500 employees

Used daily for less than 12 months

Reviewed May 2020

Good, not great

4

Ratings Breakdown

4

Ease of use

4

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

Read More

CN

Conor N.

Verified reviewer

Computer Software

1001-5000 employees

Used daily for less than 12 months

Reviewed May 2020

Easy Salesforce Interface and Reporting

5

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

Ratings Breakdown

5

Ease of use

5

Customer support

4

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

Read More

EC

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

5

Ratings Breakdown

5

Ease of use

5

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

Read More

SP

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

4

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

3

Ease of use

4

Value for money

5

Customer support

4

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

Read More

CM

Chris M.

Verified reviewer

Internet

501-1000 employees

Used daily for less than 2 years

Reviewed February 2020

Reducing Salesforce Noise & Focussing On Work

5

Ratings Breakdown

5

Ease of use

5

Customer support

5

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

Read More

VR

Verified

Reviewer

Computer Software

51-200 employees

Used daily for less than 12 months

Reviewed February 2020

Converted me from hand-written notes

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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

Read More

VR

Verified

Reviewer

Marketing and Advertising

51-200 employees

Used daily for less than 2 years

Reviewed February 2020

Dooly as an SDR

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

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.

Vendor Response

Thank you for the review and feedback!

Replied February 2020

Read More

VR

Verified

Reviewer

Education Management

51-200 employees

Used daily for less than 12 months

Reviewed May 2020

Dooly Review

5

Ratings Breakdown

4

Ease of use

4

Value for money

4

Customer support

5

Functionality

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

Vendor Response

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

Replied May 2020

Read More

Showing 1 - 10 of 88 Reviews

[See All Reviews](https://www.softwareadvice.com/crm/dooly-profile/reviews/)

## Dooly Popular Comparisons

[Slack vs Dooly](https://www.softwareadvice.com/crm/dooly-profile/vs/slack/)[Salesforce Sales Cloud vs Dooly](https://www.softwareadvice.com/compare/2764-Salesforce/vs/262662-dooly/)[Substrata Q vs Dooly](https://www.softwareadvice.com/crm/dooly-profile/vs/substrata-scip/)[Consensus vs Dooly](https://www.softwareadvice.com/crm/consensus-profile/vs/dooly/)[Zoho CRM vs Dooly](https://www.softwareadvice.com/crm/dooly-profile/vs/zoho-crm/)

[Compare All Alternatives](https://www.softwareadvice.com/crm/dooly-profile/alternatives/)

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