Dooly Review

A sales enablement platform with note-taking and Salesforce integration capabilities

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Dooly Overview

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.

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Dooly Pros and Cons

Pros Icon
  • Sales Pipeline Management
  • Note-Taking
  • Customizable Templates
  • Easy Integration
  • Time-Saving
  • Provides reports and analytics
Cons Icon
  • Lack of Transcription
  • Glitches and bugs as it is still relatively new

Dooly Pricing

Pricing Models:

✓ Free Trial
✓ Subscription

Dooly Pricing Details

Dooly Features

  • Buyer Intelligence
  • Customizable Dashboard
  • Personality Insights
  • Sales Conversation Analysis
  • Lead Management
  • Lead Nurturing
  • Marketing Tools
  • Workflow Automation
  • Dashboards
  • Reporting
  • Customer Contract Management
  • Opportunity & Pipeline Mgmt.
  • Task / Activity Management

Dooly Alternatives

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Dooly Specifications

Platforms

  • SaaS

Customer Type

  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Solopreneurs

Language

  • English

Dooly Support

Location

Vancouver, Canada

Live Support

Tickets

Dooly FAQs

Dooly is a sales enablement platform that helps sales teams streamline their workflow and improve productivity. It offers note-taking capabilities, pipeline management, and integration with CRM systems like Salesforce. Users can easily take notes during meetings and sync them with CRM records, keeping customer information up-to-date.

Dooly provides features such as note templates, Salesforce integration, automated data syncing, and the ability to create custom fields. It also offers collaboration tools for teams, helping them share insights and strategies to close deals effectively.

While Dooly primarily integrates with Salesforce, it may offer integrations with other CRM platforms. Users should check with Dooly’s official website or customer support for the most up-to-date information on supported CRM systems.

  • Efficient note-taking during sales meetings.
  • Improved data accuracy through CRM integration.
  • Collaboration and knowledge sharing among sales teams.
  • Customizable templates for consistent record-keeping.
  • Streamlined pipeline management for better sales tracking.
  • Some users may find the user interface for organizing templates a bit challenging.
  • Syncing notes with CRM records may experience occasional lags.
  • While Dooly offers Salesforce integration, its compatibility with other CRM systems may be limited.

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