This tool has been sunsetted as of 2025-06-30 and is no longer supported. Consider using Scratchpad or Clari instead for similar use cases.
Dooly: Real-Time Notes That Sync to Salesforce
Published on 2025/04/01 by Jasper Sutter
Introduction
Every salesperson knows the pain of juggling calls, taking notes, and then painstakingly updating Salesforce afterward. Those manual updates waste time and create gaps in your CRM that can hurt forecasting and coaching. Dooly solves this by providing a note-taking and productivity workspace designed specifically for sales reps. With real-time syncing to Salesforce, automated templates, and AI-assisted coaching, Dooly lets reps focus on selling while keeping data clean and actionable.
What is Dooly?
Dooly is an AI-enhanced note-taking and sales productivity tool that connects directly to Salesforce. It lets reps take call notes in real time, automatically sync those notes to the correct fields in Salesforce, and apply templates or shortcuts to streamline updates. Beyond just data entry, Dooly helps guide sales conversations with playbooks and AI suggestions. For sales reps and managers alike, it eliminates admin headaches while improving pipeline visibility and team performance.
Key Features
- Real-Time Salesforce Syncing
- Call Notes Workspace
- Customizable Templates & Playbooks
- Pipeline Updates in Bulk
- AI Suggestions & Coaching
Notes, fields, and updates instantly reflected in Salesforce without double-entry
Take structured or freeform notes during calls and tie them to the right opportunity or account
Automate repetitive processes with prebuilt workflows and talking points
Update multiple deals at once with intuitive pipeline editing tools
Get nudges and insights during calls to improve conversations
What We Like
- Saves significant time on Salesforce updates
- Keeps CRM data accurate and complete automatically
- Intuitive interface tailored for sales reps
- Playbooks and templates reduce mental load during calls
- Supports individual reps and team-wide adoption
What Could Improve
- Best suited for Salesforce users — little value for others
- Can feel like a luxury expense for small teams
- AI features are basic compared to competitors
- Needs tighter integration with non-Salesforce CRMs
Who It’s For
Account Executives & SDRs
Take better notes, stay present on calls, and skip the post-call admin.
Sales Managers & Enablement Leaders
Ensure CRM accuracy and coach reps more effectively.
Revenue Operations Teams
Improve pipeline hygiene and forecasting confidence.
Pricing Overview
To view the most current pricing, visit the official Dooly pricing page.
- Free plan available with core features
- Paid plans start around $25/month per user (as of July 2025)
- Enterprise pricing available by quote
How It Compares
Tool | Strengths | Weaknesses |
Dooly | Real-time notes & Salesforce sync | Salesforce only |
Scratchpad | Strong Salesforce pipeline editing | Fewer coaching tools |
Clari | Revenue insights & forecasting | Higher price, more complex |
Gong | Deep conversation analytics | Not a live note-taking tool |
Dooly shines as a lightweight, rep-friendly tool for real-time CRM updates and productivity, particularly for Salesforce-driven teams.
Final Verdict
Dooly is a no-brainer for Salesforce-focused sales teams looking to cut down on admin work and improve CRM hygiene. Its intuitive interface, real-time syncing, and AI-assisted suggestions help reps stay focused on the customer instead of the keyboard. While it’s not as feature-rich as full sales engagement platforms, Dooly is excellent at what it’s built to do — making your reps more productive and your Salesforce more reliable.
Key Takeaways
- AI-enhanced notes and productivity tool for Salesforce users
- Free plan available; paid plans start around $25/month per user
- Best for AEs, SDRs, and sales managers
- Templates, playbooks, and bulk editing save time
- Ideal for teams invested in Salesforce
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