Dooly is a sales pipeline management platform designed to streamline note-taking and data entry processes for sales professionals. With Dooly, users can efficiently take and organize notes during calls and meetings, which are automatically synced with Salesforce, ensuring data accuracy and saving valuable time. The tool offers customizable note templates and quick access to Salesforce fields, making it easy to update records while on the go.
One notable feature of Dooly is its ability to create and manage note templates, enhancing consistency in data entry. Users can also benefit from the platform’s integration with Google Calendar, which aids in meeting preparation and ensures important details are readily available.
However, some users have reported occasional syncing delays between Salesforce opportunities and Dooly notes, which may impact real-time data updates. Despite this drawback, Dooly remains a valuable tool for sales professionals seeking to improve their productivity and maintain organized, accurate records.
