Canada Local product
Dooly

Dooly

Canada Local product

What Is Dooly?

Dooly lets you crush your quota faster without touching Salesforce. Sell smarter and remove hours of painful CRM updates from your day. Designed by sales, for sales. Dooly is fast, beautiful, and easy to use. Ready in seconds. No setup. Dooly automates your Salesforce updates so you sell more, admin less. 1) Take notes that instantly sync everything to Salesforce. 2) Update your pipeline in seconds with 1-click edits. 3) Close more deals with AI-powered playbooks.

Who Uses Dooly?

Account Executives Solutions Engineers Customer Success Managers Sales Managers Sales Enablement Sales Operations

Dooly video Dooly Software - Get a lifeline for your pipeline. Update anything you could in Salesforce 10x faster from one easy place. Dooly Software - Tame task chaos. Quickly capture Salesforce tasks right from your Dooly notes. Dooly Software - Stop losing winnable deals. Sell without searching so the right content comes to you. When you need it.

Reviews of Dooly

Average score

Overall
4.8
Ease of Use
4.8
Customer Service
4.8
Features
4.6
Value for Money
4.8

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
78%
4
20%
3
1%
Chris
Sr. Sales Manager in Canada
Information Technology & Services, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Dooly; the motor behind our sales process

5.0 3 years ago

Comments: 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.

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.

Dooly Research Response

3 years ago

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.

Mike
Enterprise AE in US
Information Technology & Services, 51-200 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Daily Dolly User

5.0 3 years ago

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)

Dooly Research Response

3 years ago

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.

Michael
Michael
Enterprise Account Executive in US
Verified LinkedIn User
Computer Software, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source

Powerfully Simple

5.0 3 years ago

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

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.

Dooly Research Response

3 years ago

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.

Verified Reviewer
Customer Success Manager in Canada
Verified LinkedIn User
Marketing & Advertising, 51-200 Employees
Used the Software for: 1+ year
Reviewer Source

Listen to this!

5.0 3 years ago

Comments: 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.

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.

Dooly Research Response

3 years ago

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!!

Tuhin
Customer Success Manager in Canada
Information Technology & Services, 51-200 Employees
Used the Software for: 6-12 months
Reviewer Source

Dooly Saves Companies

5.0 3 years ago

Comments: 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.

Dooly Research Response

3 years ago

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.

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