August 10, 2021


Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Dooly.AI

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.

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
  • custom templates
  • Salesforce sync
  • eliminate double entry for note taking
  • making updates 2x faster to my opportunities in Salesforce thru custom templates

Do you think Dooly.AI delivers good value for the price?

Not sure

Are you happy with Dooly.AI's feature set?


Did Dooly.AI live up to sales and marketing promises?


Did implementation of Dooly.AI go as expected?

I wasn't involved with the implementation phase

Would you buy Dooly.AI again?


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.