Smart sync your
Sell happier with notes that update
your CRM automatically.
Top sales teams
kick SaaS with Dooly.
Insert Salesforce Fields
Add Salesforce fields directly to your notes and update them like text.
Put your admin on autopilot. Your notes, fields, activities (and more) all sync to Salesforce in real-time.
Sell faster with templates you can add Salesforce fields to and share with your team.
Dooly identifies new contacts for you and can add them to Salesforce in 1-click.
Dooly reduces Salesforce noise and lets me focus on work. I never have to go into our Salesforce UI as part of my day to day anymore. I'm submitting all my account notes and activities through Dooly!
Never lose your notes
Pick up where you left off and see your next steps with full notes history for every deal.
Collaborate with anyone
Share your notes easily with full permission settings so you control who sees what.
Launch from your calendar
Create a note for the right account straight from your calendar in 1-click.
Action deals in Slack
Keep the right people in the loop. @Mention your team to create private Slack deal channels.
I am in meetings all day long and talk with hundreds of companies a month. With Dooly, I know what was said, what my next steps are - what topics I covered what topics I did not. It keeps me on top of my game.
Log your activity fast
Easily select and log the right activity type for every note you take.
Never forget what to ask
Get automatic reminders to ask unanswered questions on your next call.
Impress your manager
Wow leadership with a beautiful timeline of your notes and potential revenue.
Dooly is the easiest and fastest way to enter customer data into Salesforce. Prior to Dooly, I would always fall behind with my Salesforce hygiene, but it hasn't been a problem since.
Read our reviews
Have questions? Get answers!Live chat with us now →
- Is Dooly for individuals and teams?
Yes! You can use Dooly solo as an individual or as part of a team. Start with our free forever plan or test out the premium plan with a 30-day free trial (no credit card required).
Give it a whirl with your team! You can invite anyone in your organization on any plan. Create and share templates, playbooks, and more.
- How secure is my Salesforce data with Dooly?
Extremely secure. Your data stays private. Top enterprise businesses worldwide choose Dooly every day for a reason. We use the same encryption the NSA uses for classified information (data at rest is encrypted over TLS and AES-256 at rest).
Dooly interfaces with Salesforce data on an as-needed basis, meaning we store very little of your data at any given time. Our servers are managed by Google, taking advantage of their secure-by-design infrastructure and built-in-protection. SOC-2 compliance is underway.
- Can I use Dooly for free?
Absolutely! You can use Dooly for free, forever. The free plan gives you access to Notes and Boards - it’s perfect for getting started.
The free plan does have limitations:
- You can share up to 2 templates
- Your notes history is only active for 30 days
Dooly was built by sales, for sales, to fix a broken model and free you from CRM busywork. We will always have a free plan for you! ❤️
- How easy is Dooly to setup and use?
Dooly automatically maps to your Salesforce instance out of the box in seconds. No set up required. No IT support necessary.
But don’t take our word for it:
- Nick Poisson, AE @ Procurify “Super easy to use and intuitive - when we show new employees how easy it is to update SalesForce from Dooly, they're blown away. Oh, and it’s pretty bombproof too.”
- Graham Powers, AE @ Cvent “First things first, Dooly was incredibly easy to get started with. It automatically mapped to our Salesforce instance and custom fields with 0 need to involve sales ops, right outta the box.”
- Evan Wainberg, CSM @ CrowdRiff “Dooly is simple to set up, blends perfectly with your workflow, and doesn't introduce any unnecessary noise into your day.”
- Catherine Brodigan, Senior RM @ Intercom “Dooly is a brilliantly intuitive and adaptable tool.”
- Sara Samaha, CSM @ Liftoff.io “Dooly is incredibly intuitive to use. It will save you time and energy when updating Salesforce, and gives you one place for your notes to live.”
- Can I really live in Dooly instead of Salesforce?
Yes! Dooly syncs everything to your Salesforce instance in real-time. Spend your day in Dooly instead - it’s fast, beautiful, and easy to use.
But don’t take our word for it:
- Ashley Dawson, CSM @ Intercom “Using Dooly means I rarely have to go into Salesforce. I track all of my activities in Dooly which syncs to Salesforce.”
- Robert Williams, AE @ Procurify “Dooly is a huge time saver for me and allows me to stay sane by keeping me out of Salesforce for the majority of my day. I can maintain my pipeline and take notes from within Dooly much faster than I could in Salesforce. I also have quicker access to Salesforce fields while I'm in a meeting.”
- Rachel Hess, Senior AE @ BigCommerce “At any given time, I am working with 50-100 opportunities and it's not efficient to update all of the necessary fields by accessing each opp in Salesforce. Instead, I keep Dooly open on one screen at all times and enter my sales updates as I go from one central location without having to click in and out of opps. Moreover, it's super easy to use and I can customize my own view.”