Dooly: Real-Time Notes That Sync to Salesforce
Published on 2025/04/01 by Jasper Sutter
Introduction
Every sales rep dreads CRM updates—but not updating leads to misaligned forecasts and pipeline chaos. Dooly is here to fix that by giving reps a fast, intuitive space to take notes, prep for meetings, and update Salesforce with a single click.
It’s CRM hygiene that doesn’t feel like a chore.
What It Offers
Dooly is a note-taking and productivity platform built specifically for salespeople. It overlays Salesforce to help reps:
- Take real-time call notes linked to opportunities
- Use custom templates for discovery, demos, and follow-ups
- Sync notes, fields, and tasks directly to Salesforce
- View and edit pipeline and forecasts
- Collaborate on deals with teammates in one shared space
Ideal Use Cases
- Reps who spend hours updating Salesforce manually
- Revenue teams standardizing call workflows
- Managers who want to improve rep productivity and visibility
- Mid-size to enterprise orgs already on Salesforce
What We Like
- ✅ Ultra-fast and intuitive UI
- ✅ Saves reps hours on admin
- ✅ Templates enforce consistency across calls
- ✅ Strong collaboration tools for managers and reps
What Could Improve
- ❌ Salesforce-only integration
- ❌ Lacks deep analytics or AI coaching tools
- ❌ UI can feel busy for new users
Pricing Overview
Plan | Price | Features |
Free | $0/month | Core note-taking and Salesforce sync |
Pro | $35/month | Templates, integrations, meeting prep tools |
Business | $75/month | Admin tools, deal rooms, manager insights |
Enterprise | Custom pricing | SSO, onboarding, security, analytics |
You can get started free and upgrade as your team grows.
How It Compares
Tool | Strengths | Limitations |
Dooly | Seamless note-to-CRM sync | Salesforce-only |
Scratchpad | Fast pipeline management + notes | Slightly less emphasis on real-time collaboration |
Gong | Focuses on conversation analytics | Post-call, not live interaction |
Dooly wins if your goal is in-the-moment call hygiene and rep enablement.
Key Takeaways
- ✍️ Take notes while updating CRM at the same time
- 🔁 Reps save hours per week on admin
- 📁 Shared templates improve consistency and coaching
- 🔌 Designed from the ground up for Salesforce users
Final Verdict
Dooly is like a digital notepad fused with your CRM. It meets reps where they work—on calls, in meetings, and in the pipeline—without forcing them to click through 15 Salesforce tabs. It's a no-brainer for busy, modern sales teams.
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