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Dooly

Dooly

Overview

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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Recent Reviews

TrustRadius Insights

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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Dooly.AI (THE GOAT)

10 out of 10
August 10, 2021
Incentivized
Dooly.AI is being used by our organization for many different reasons. Primarily, my usage on the sales side is heavily leveraging the …
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Pricing

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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 Demos

Demo Day Champion Highlight Of The Night | Roxy Radaczynska Demo Of Dooly | Tech Sales Competition

YouTube
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Product Details

Dooly Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationApple 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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Comparisons

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Reviews and Ratings

(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!

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

(1-14 of 14)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Alex Amerling | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Good: Anyone who has to update SFDC daily, should be using Dooly. It's the only place you should be looking at to house your comments, and notes, move around accounts and update your pipeline. It's just so so so much easier Bad: If you need to move complex deals. The tool is meant to be really simple, and so I have a feeling if you have a super complex version of SFDC, it's gonna be hard to pull off.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Works only on Salesforce so if you use any other CRM, no point getting Dooly. It's made for enterprise and is free to get started. The paid features get useful when you have a large volume of meetings and a rather complicated product to sell. Does not require any setup besides a few clicks to connect to SFDC
Score 7 out of 10
Vetted Review
Verified User
Incentivized
While on a video call, Dooly.AI can be open on a browser to type notes. Then it can be SYNC'd to Salesforce to log records. Ease of use can be better. Support attempted to NOT resolve issues presented on a couple occasions until I had to record a LOOM video to prove the issue.
Luisana Pacheco | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
This is a great tool that allows sales agents to be better organized when closing deals with customers on phone calls. It has allowed us to work more efficiently and together with the synchronization with SalesForce we have achieved a constant increase in our sales.
Danielle Della Cioppa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It's suited if you are in sales because you don't have to take notes in one application and then add them to Salesforce. You can seamlessly sink everything which makes life very easy. It also is great to keep track of all your opportunities and pipeline. Its less appropriate in my opinion for non sales roles where Salesforce is not used.
Zach Ettelman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Dooly.AI is well suited for larger GTM teams with thousands of accounts. When partnerships, sales, and sales engineering are all involved with an account, Dooly makes it easy to collaborate and share notes between the entire team. This all integrates with Salesforce, so anyone that comes in later to an account can go back into Dooly notes and get caught up quickly.

Dooly.AI can also be used for smaller teams. I don't see a scenario where Dooly.AI wouldn't be appropriate.
August 10, 2021

Dooly.AI (THE GOAT)

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Dooly.AI is best suited when you are needing to take a lot of notes or when needing to make updates to something in salesforce and you want to eliminate the time it takes to find each field that is necessary. The fact that there is no duplicate entry like I am used to for taking notes is where I see the biggest time savings.
Ava Seal | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Dooly is well suited for anyone that uses Salesforce to edit fields on an account or opportunity. Especially in organizations that have a complex use of Salesforce with many dependent fields, Dooly is especially helpful. If your role does not involve Salesforce, or focuses more on producing reports within Salesforce, you likely would not value from Dooly compared to someone editing fields all day.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Dooly is well suited to log calls, update SFDC records, take notes, and assign SFDC tasks. It's super customizable so you can choose which fields you want to display in your views. Sure you can update these things in SFDC individually, but when you have multiple meetings and calls a day, Dooly saves you a ton of time.

Dooly isn't well suited to view SFDC reports.
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