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Dooly.AI has proven to be a valuable time-saving tool for users, allowing them to sync fields into their notes, use customizable …
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What is Dooly?
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…
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Pricing
Starter (For individuals and small teams)
$0
Cloud
Free forever
Growth (For individuals and growing teams that want to ramp faster)
$25
Cloud
per user
Enterprise (For large teams wanting to maximize company performance)
custom pricing
Cloud
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.dooly.ai/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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- Integrations
- Tech Details
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What is Dooly?
Dooly Integrations
- Salesforce Sales Cloud
- Outreach
- Salesloft
- Slack
- Guru
- Google Drive
- Zoom
- Google Calendar
- Microsoft Outlook
- Chrome Extension
Dooly Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Mac |
| Mobile Application | Apple iOS, Android, Blackberry, chrome extension |
Frequently Asked Questions
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 meet their targets while managing client accounts more easily and efficiently.
Dooly starts at $0.
The most common users of Dooly are from Enterprises (1,001+ employees).
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(16)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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- Recommendations
Dooly.AI has proven to be a valuable time-saving tool for users, allowing them to sync fields into their notes, use customizable templates, and sync notes back to Salesforce for easy access by everyone. Users have found it useful not only for meetings and note-taking, but also for day-to-day tasks and training sessions. The software simplifies tasks that should be simple in Salesforce, addressing the slowness and frustration experienced with the platform.
Users find Dooly.AI crucial to their success and organization as it helps them stay organized, update multiple Salesforce fields at once, and provides a high-level overview of deals. With Dooly templates, it becomes extremely easy and faster to fill out multiple dependent fields within Salesforce, avoiding mistakes and saving time. The software also allows users to build reports, update fields across multiple opportunities, and collaborate with team members by sharing notes and suggestions.
The seamless integration with Salesforce enables users to create notes during phone calls, automatically synchronizing them with Salesforce to avoid losing important details. Sales teams rely on Dooly.AI to track opportunities, take notes, link calls with Salesforce opportunities, and maintain their pipeline. By eliminating data silos and allowing sales reps to complete notes in Dooly.AI that automatically attach to multiple Salesforce records, it streamlines workflows efficiently. Users appreciate the time-saving aspect of Dooly.AI as it eliminates the need to click into each Salesforce opportunity to update next steps and other fields.
Dooly.AI finds extensive usage among sales teams as well as onboarding and implementation teams for all customer calls and interactions, providing a comprehensive view of notes that sync seamlessly with Salesforce. Users can quickly update accounts and opportunities using the boards feature, saving them a significant amount of time. The integration with Salesforce further streamlines the note-taking process and reduces the administrative work involved in searching for each field to edit, ensuring accurate inputs. After introducing Dooly.AI to teammates, it has been widely adopted within the team and even by managers to maintain Salesforce hygiene efficiently. Users highly recommend Dooly.AI to individual contributors who use Salesforce, highlighting its responsiveness and the difference it makes in streamlining workflows.
With its ability to save time, simplify note-taking, and seamlessly integrate with Salesforce, Dooly.AI proves to be an invaluable tool for users across various teams and departments. Whether it's updating fields, collaborating with team members, or maintaining a comprehensive view of customer interactions, Dooly.AI helps users stay organized, efficient, and productive. The positive user experiences and the wide range of use cases make Dooly.AI a recommended solution for anyone looking to streamline their note-taking process and improve their Salesforce workflow.
Users commonly recommend trying Dooly and utilizing its interactive help feature. They also suggest setting up templates properly to make more effective use of the tool. Dooly is recommended by sales teams to optimize their time and drive more efficient reporting. Users find it valuable for note-taking and tracking key metrics without relying solely on Salesforce. Dooly is suggested for better organization and time savings in follow-up activities, as well as maintaining cleanliness in Salesforce. It is particularly recommended for sales teams who need better SFDC data. Users also recommend favoriting boards in Dooly and suggest the product to others. Specifically, SDR/AE teams find Dooly helpful for faster note documentation and updating SFDC records. For teams struggling with pipeline and renewal management, Dooly offers a solution. Additionally, Dooly's note-taking feature within Salesforce increases productivity and improves workflows. Users recommend using the boards tab in Dooly to manage opportunities effectively. For questions/feedback consolidation and customized components, users suggest implementing Dooly. Salespeople who struggle with adding notes into opportunities find that Dooly saves them time and increases productivity. Furthermore, users believe integrating Dooly with other software minimizes the time spent updating multiple systems. Lastly, users describe Dooly as a user-friendly and easy-to-use note-taking tool, recommending it for staying organized. To maximize the benefits of using Dooly, users advise learning how it works beforehand and leaning on their account managers for best practices and support.
Reviews
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April 15, 2022
Dooly.AI user feedback
Although Dooly.AI offers other features, our company's main use is NOTES. Integration with Salesforce.
- Template for NOTES and duplicate it
- Adding highlight color and bold to text on NOTE
- Integration with Salesforce
- Notes are unorganized in a list making not simple to find NOTE easy to look for.
- No ability to import or export NOTE templates, so we have to manually create line by line.
- Place to type NOTES
- Integrate with Salesforce
- Can go back and read NOTES
- Can be frustrating at times
March 22, 2022
Thanks to Dooly we can focus on sales
It is a fundamental and complementary tool to the SalesForce software, because we can create notes while we are on a phone call and these notes are automatically synchronized in the SalesForce software to not lose the details of the call with the customer, saving time.
- Excellent integration, automation and synchronization with SalesForce, allowing the entire note filling process to be done almost automatically.
- It has customized sections to have at hand all the information I need to sell.
- It has an orderly format and a simple interface to clearly visualize all the notes made during the call.
- That sometimes the update with SalesForce is not activated, is a big drawback, since it is what we mainly use it for.
- The main screen can look a bit cluttered with information, which creates a bit of chaos when logging in.
- I'd be very happy if it had a mobile app so I wasn't dependent on the computer for work.
- Templates to collect information from clients, quickly and without delays.
- Allows sharing of notes and templates, so that the rest of the team can see how the sales process went with a customer.
- It has a very extensive library of templates, which allows more options to collect information from a customer.
- Thanks to this software the sales process during a call is much faster and more effective. We are able to collect all the necessary information from customers in less time and in a more organized way, improving sales and agent productivity.
Dooly.AI is used by our entire GTM organization. We leverage Dooly to have a single source of truth of notes for all of our key accounts (sales/partners) and the relevant meetings and opportunities associated with those accounts. For any meeting we have, we are able to take notes and relate information to specific keywords. With integrations, Dooly syncs between our calendars and Salesforce, making it easy to log calls/emails and share notes across the entire team.
- Dooly.AI is easy, powerful, and intuitive!
- Dooly.AI saves me incredible time as I can take notes in one place and it syncs up to all relevant Salesforce objects.
- Dooly.AI's support team is incredible! They customized Dooly for our GTM team and have been an incredible partner!
- I'd love if Dooly had a mobile app for notes.
- Integration with Google Office Products + Salesforce
- Ability to take notes directly from a Calendar event in Google
- Ability to relate a note to any object in Salesforce
- 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.
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 sharing, and is stripped of complexity to focus simply on the content from our meetings.
August 03, 2021
Dooly saves me a ton of time in my day-to-day workflows
Most of our sales, onboarding and implementation team use Dooly for all customer calls and interactions. As soon as you start a new note and link it to the Salesforce account, opportunity, etc. the related notes will appear and you can quickly see all notes for that account. They also sync with salesforce.
Personally, I use it to update all of my opportunities while I'm on a call with a customer while taking notes. I also can quickly update accounts and opportunities using the boards feature so I don't have to use SFDC as much. It saves me a ton of time!
Personally, I use it to update all of my opportunities while I'm on a call with a customer while taking notes. I also can quickly update accounts and opportunities using the boards feature so I don't have to use SFDC as much. It saves me a ton of time!
- 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
- I think the home screen can be organized in a more visually appealing way, but that's the only thing I can really think of. I'm quite happy with the tool.
- Note taking, updating SFDC accounts, opportunities, logging calls and activities,
- I'm sure managers love the board's features because reps can quickly update opportunities. For example, if I need to push out the close date for a few opportunities, I can do that within seconds, rather than multiple windows I'd have to open in SFDC. Even updating records in-line in an SFDC view takes more time than it would in Dooly.
- Dooly allows me to work more efficiently and spend more time taking notes and updating recording accurately. That's more time I can spend selling and speaking to customers.
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.