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Dooly

AI note-taking for Salesforce that syncs automatically Pricing: Freemium. See pros, cons, alternatives, and comparisons.

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  • Free plan available
  • No credit card
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What is Dooly?

Dooly is an AI-powered note-taking tool designed to work within Salesforce. It automatically captures and syncs meeting notes, call summaries, and deal information directly into your Salesforce records, reducing manual data entry. The tool uses artificial intelligence to extract relevant details from conversations and populate the appropriate Salesforce fields without requiring users to switch between applications. Dooly is particularly useful for sales teams who need to maintain accurate CRM records whilst spending less time on administrative tasks. The freemium pricing model means small teams can get started without upfront costs, with paid tiers offering additional features for larger organisations.

Key features

Automatic note capture

Records meeting and call notes that sync directly to Salesforce records

AI-powered field population

Extracts key information and auto-fills relevant Salesforce fields

Real-time syncing

Updates Salesforce immediately without manual data entry

Conversation transcription

Converts spoken discussion into written notes during calls

Deal tracking integration

Links notes to specific opportunities and accounts in Salesforce

Browser extension

Works within your existing workflow without leaving Salesforce

Pros & cons

Advantages

  • Saves significant time by eliminating manual note entry into Salesforce
  • Improves CRM data accuracy by capturing details automatically rather than relying on memory
  • Keeps the Salesforce interface as the single source of truth for deal information
  • Free tier allows teams to trial the product before committing to paid plans

Limitations

  • Requires integration with Salesforce, limiting usefulness for teams using other CRM systems
  • AI transcription and field extraction accuracy may vary depending on audio quality and conversation complexity
  • Privacy and data security considerations when recording calls and syncing to cloud systems

Use cases

Sales teams conducting regular client calls who need to document conversations in Salesforce quickly

Account executives managing multiple deals who want to reduce administrative overhead

Sales managers seeking to improve forecast accuracy through better deal information in the CRM

Remote sales teams wanting to maintain consistent note-taking practices across distributed groups

Customer success teams using Salesforce to track account interactions and next steps

Ready to try Dooly?

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Pricing

Free

Free

Basic note-taking and Salesforce sync for individual users or small teams

Pro

Contact for pricing

Advanced AI features, team collaboration, enhanced analytics, and priority support

Enterprise

Contact for pricing

Custom integrations, dedicated support, advanced security features, and organisation-wide deployment

Get started with Dooly

Click through to Dooly and start using it now.

Try Dooly free
  • Free plan available
  • No credit card