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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 …
Starting at $0 per month
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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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Product Details
- About
- Integrations
- Tech Details
- FAQs
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 Mid-sized Companies (51-1,000 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!
- Business Problems Solved
- 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 26, 2022
Treasure your time with Dooly
After introducing Dooly to a few teammates, it's now used across my team and my manager as well. We mainly use it to maintain SFDC hygiene in a jiffy. The responsiveness is great and I would recommend anyone who is in an individual contributor role who uses Salesforce to give it a try and see the difference
- Opportunity updates
- Note taking during meeting
- Battlecards for calls
- Integrations with automation tools
- Splitting of the window when notes are taken
- embed capabilities
August 31, 2021
Dooly.AI will help simplify your life in sales!
We use Dooly.AI in our sales team to keep track of our opportunities, take notes on call, link those calls with opportunities in Salesforce and maintain our pipeline.
- Taking notes on calls that links to your opportunity fields in Salesforce
- Visibility into pipeline
- Better to-do list options
August 11, 2021
Use Dooly.AI to save time on manual Salesforce work
I'm not sure if Dooly.AI is being used by other departments, but within the Sales Org we use it heavily to save time updating Salesforce opportunities. Dooly.AI is great because I can take notes, link them to the opportunity, hit sync and an activity record will show up with all the notes so I don't have to manually input information into Salesforce. I also love how you can build reports and and update fields in Salesforce across multiple opportunities while looking at a list view, something that I wasn't able to figure out in Salesforce and used to use Clari for, but the Dooly.AI interface is much easier to use and has other features that I love in addition to editing opportunities en masse. It's also a great collaboration tool as I can see notes from other team members on the same account, they make suggestions for competitive intel based on keywords, it keeps a nice, clean ongoing list of notes for each opportunity. As you can see, the list goes on and on - I love Dooly.AI and would recommend it to anyone that wants a better note take system and wants to save time updating your CRM.
- Automatically sync notes with Salesforce
- Collaborate with your team
- Update Salesforce opportunities en masse
- Improve calendar sync
- Automatically connect accounts/opportunities
- Suggestions for followups
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.
August 10, 2021
Dooly.AI (THE GOAT)
Dooly.AI is being used by our organization for many different reasons. Primarily, my usage on the sales side is heavily leveraging the integration with Salesforce. This integration allows for me to do many things. 1) Directly take notes from a custom template that I have created that will sync back into the opportunity on SalesForce. 2) I have the ability to make updates to my opportunities such as next steps, moving pipeline stages and may other pieces. <br><br>As a whole it allows for us to streamline the note taking process and admin work that it would take within salesforce to find each field to edit and then save hoping you did it the right way and not missing an input.
- Syncing with SalesForce
- Allowing for customization of templates
- Sometimes the sync with salesforce does not work, so if there's ability that when a new field is created in salesforce for say a closed won template, that it would update that new field into Dooly.AI automatically
August 09, 2021
Sales Rep's dream come true
Dooly is being used by our Sales team for call notes and sales pipeline updates in Salesforce.
It eliminates data silos and having notes in multiple places. Sales reps can complete their notes in Dooly and have those automatically attach to multiple Salesforce records. Additionally, Dooly saves our sales team hours by not having to click into each Salesforce opportunity to update the next steps and other fields.
It eliminates data silos and having notes in multiple places. Sales reps can complete their notes in Dooly and have those automatically attach to multiple Salesforce records. Additionally, Dooly saves our sales team hours by not having to click into each Salesforce opportunity to update the next steps and other fields.
- Centralized Notes
- Faster Pipeline / CRM Updates
- Coaching via Playbooks
- Salesforce Integration is seemless and updates in almost realtime
- A gmail integration would be nice - ability to update notes, add tasks, etc from Gmail
August 09, 2021
Dooly.ai is crucial to my success as an AE!
I have been using Dooly.AI at two employers over the past few years. I love it so much! Dooly helps me stay organized and update multiple Salesforce fields at once. Dooly is crucial to my success and my organization. I love being able to see all my deals at a high-level overview, and immediately update my next steps and modify close dates in one place. In my former workplace, we had many dependent fields within Salesforce, and in order to close out an opp, you needed to remember about 16 different fields to fill out. I used Dooly templates to make this process extremely easy and much faster than messing up, having to restart, and spending time waiting for the Salesforce page to reload. I am SO appreciative of Dooly and owe my success to them!
- Increases the speed of Salesforce
- Keeps me organized on my close dates and next steps
- Give me a high-level overview of where my deals are sitting and how I should prioritize my time
- I can't really think of anything to make it better. I really love how I use it now and wouldn't change anything.
[Dooly.AI] is used by the sales and customer success teams. It's a huge time saver to be able to sync fields into our dooly notes, use templates, and sync notes back to Salesforce for everyone to see.
- Makes it easy and quick to update Salesforce fields
- Makes it easy to sync the most up-to-date Salesforce fields into my notes
- Make it easy to update multiple Salesforce records simultaneously
- 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
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.