Dooly.AI vs. Surfe

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Dooly
Score 8.8 out of 10
N/A
Dooly is a sales enablement platform that collects information and insights essential to close business sales. Originally designed to make faster updates in Salesforce, Dooly has evolved into a connected workspace that integrates with several different CRM tools. Features include editing and notetaking while on calls, as well as a dashboard for co-workers to share their meetings, tasks, notes, and sales pipelines. With a strong focus on promoting teamwork, Dooly aims to help sales professionals…
$0
Free forever
Surfe
Score 8.5 out of 10
N/A
Surfe is a lead gen tool used to add contacts, manage deals and pipelines straight from LinkedIn, and move this data into a CRM. Without tab-switching or manual data entry, Surf makes CRM fields accessible on LinkedIn, and users can input information, create new fields, and edit existing ones, while syncing this to a connected CRM in real-time. Surfe also helps users to save time by adding prospects from LinkedIn with a click of a button directly from their profile, and it does that without…
$0
Pricing
Dooly.AISurfe
Editions & Modules
Starter (For individuals and small teams)
$0
Free forever
Growth (For individuals and growing teams that want to ramp faster)
$25
per user
Enterprise (For large teams wanting to maximize company performance)
custom pricing
Free
$0
Basic
$23
per year per seat
Professional
$29
per year per seat
Business
$59
per year per seat
Offerings
Pricing Offerings
DoolySurfe
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsPrices are for annual subscriptions. Monthly subscriptions are available. No credit card is needed for the trial and free.
More Pricing Information
Community Pulse
Dooly.AISurfe
Considered Both Products
Dooly
Chose Dooly
Salesforce IQ is the only system that I have used in the past, it was so slow, such a terrible product that Dooly just works.

I think that's just the thing here, Dooly isn't hard, it's not complicated, it just does what it is supposed to do! Take notes easily, outline …
Chose Dooly
Scratchpad has a limit on the number of syncs but when you go to the paid version, it is cheaper. Dooly is also a much higher funded company and has a larger pool of customers. The premium version does offer more features in terms of collaboration than Scratchpad. Scratchpad …
Chose Dooly
Dooly.AI kills OneNote. OneNote is clunky, not intuitive, and doesn't integrate with the suite of products that our team uses. OneNote never made it easy to share and collaborate with other teammates. Dooly.AI integrates with all of our products, is better for collaboration and …
Chose Dooly
Costello by Salesloft is similar but far more glitchy and doesn't have the same useful notes feature
Chose Dooly
I like Dooly better than Clari. Clari was slower to update, although it does have a forecasting component. For my personal use case though, I love Dooly because I'm not using it for forecasting in my current role.
Chose Dooly
[Dooly.AI] makes it super easy to update fields and attach notes to Salesforce objects. Quip has more features like slides, project management templates, emojis, etc. [Dooly.AI] has fewer features, but is more robust with them.
Chose Dooly
I used to keep my notes in Evernote, but this is way better because of the seamless integration with SFDC. Other than that, I haven't come across other apps that are like Dooly.
Surfe

No answer on this topic

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User Ratings
Dooly.AISurfe
Likelihood to Recommend
8.8
(0 ratings)
10.0
(0 ratings)
User Testimonials
Dooly.AISurfe
Likelihood to Recommend
It is best suited whereby individuals are required to take down notes as a part of their job, especially in client-facing roles (Sales, etc) as I found that some of my friends who are not in client-facing roles do not take down notes as much as compared to me. (Eg. Developers, Marketers, etc). I found that Dooly.Al could be extremely useful if it is integrated with call solutions, whereby we can take down notes while on a call with a prospect.
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Surfe is really a great help/support for our marketing and data team. It saves plenty of time and manual work. We are totally happy with the product and also setup was done in 5 Min.
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Pros
  • Dooly saves me a ton of time when I need to update Salesforce records
  • I can easily log calls and interactions with customers directly from Dooly
  • The Gcal integration allows me to start a new Dooly note from a customer call directly from the calendar event
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  • Easy to set up in both directions
  • Getting account data out of LinkedIn
  • Searching for Contact options, i.e. E-Mail and phone
  • Getting Company Data out of LinkedIn
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Cons
  • A newly created field isn't synced over into Dooly right away. Would love to see a "Sync fields" button to manually force a refresh
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  • After installing the Chrome Plugin, LinkedIn is a bit slower than before
  • Pricing is okay, but import from Sales Navigator should be included in the Basic Package
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Alternatives Considered
Salesforce IQ is the only system that I have used in the past, it was so slow, such a terrible product that Dooly just works. I think that's just the thing here, Dooly isn't hard, it's not complicated, it just does what it is supposed to do! Take notes easily, outline opportunities and next steps. This shouldn't be a problem, but it is with SFDC, since its so damn slow.
Read full review
No answers on this topic
Return on Investment
  • Incredible time savings! I easily save at least an hour a week by using Dooly.
  • We have more information on accounts and opportunities as we transition accounts to new teammates, so this saves time and ultimately helps us make more money.
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  • Saves time in research
  • Getting data and helping to build a database out of a paid platform
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ScreenShots

Surfe Screenshots

Screenshot of Adds contacts to a CRM, and exports whole SalesNav contact lists in one go to save time.Screenshot of Finds emails and edit CRM fields. Automatically sources verified emails, and keep contacts updated.Screenshot of Syncs messages with a CRM, and offers reuseable personalized message templates on LinkedIn.Screenshot of Deal management and pipeline access from LinkedIn, with a side panel to create and configure deals.Screenshot of Keeps contacts updated, and sends notifications when someone in the associated CRM changes their position & company.Screenshot of Task creator, to keep track of a to-do list by creating tasks as reminders for specific CRM records