Dooly

AI connected workspace automating Salesforce updates with smart note-taking.

Best for: Great note-taking Not ideal for: Salesforce dependent
Price Paid
Free plan Yes
For Sales teams
Level Beginner
Updated Mar 2026
Category AI Sales
01

Why choose Dooly

AI-powered connected workspace that automates CRM updates and streamlines sales workflows. Syncs notes, fields, and activities to Salesforce in real time. AI suggests talking points, updates deal fields, and generates meeting summaries.

  • +Great note-taking
  • +Saves CRM time
  • +Good templates
  • +Free plan
02

Where it falls short

  • Salesforce dependent
  • Limited without CRM
  • Learning curve for setup
03

Best for these users

👤
Target audience
Sales teams, account executives
📌
Best for
Great note-taking
Skip if you need
Salesforce dependent
04

Pricing overview

Freemium Free plan: Yes

Free plan available. Growth at $35/user/mo. Premier at $75/user/mo. Enterprise custom.

Check current pricing →
05

Key features

AI note-taking
Salesforce sync
Deal vitals
Template playbooks
Pipeline management
Meeting summaries
07

Alternatives to Dooly

Scratchpad

AI workspace for sales reps simplifying Salesforce updates and pipeline management.

freemium Compare →
Troops.ai

AI revenue communications bringing CRM alerts and deal updates into Slack and Teams.

enterprise Compare →
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08

Related comparisons

09

The verdict

Dooly Freemium

Dooly is a solid choice for sales teams who need great note-taking. At freemium, it delivers good value. Main caveat: salesforce dependent. Compare with alternatives before committing.