Dooly.AI vs. GetAccept

It is best suited whereby individuals are required to take down notes as a part of their job, especially in client-facing roles (Sales, etc) as I found that some of my friends who are not in client-facing roles do not take down notes as much as compared to me. (Eg. Developers, Marketers, etc). I found that Dooly.Al could be extremely useful if it is integrated with call solutions, whereby we can take down notes while on a call with a prospect.

Incentivized

GetAccept has shown great progress in the digital electronic signature market, we have had almost no problems since adopting it, although at some point we thought about stopping using the GetAccept server. It is very practical for both the client and the advisor using it. It has a very intuitive interface and the management is amazing.

Incentivized

• Dooly saves me a ton of time when I need to update Salesforce records
• I can easily log calls and interactions with customers directly from Dooly
• The Gcal integration allows me to start a new Dooly note from a customer call directly from the calendar event

Incentivized

• The ability to forward agreements along with a video of me describing the agreements. It makes it more personalized and it's always well received by the recipient.
• You can track in real time when a document has been viewed and for how long.
• You can always reference the history of each client agreement. Easy access.

Incentivized

• A newly created field isn't synced over into Dooly right away. Would love to see a "Sync fields" button to manually force a refresh

Incentivized

• In some cases could be angry that software ask you for feedback many times, for example, when you are filling out a contract
• something that happen occasionally is a little bit complicate find some documents in my screen, I mean if you could improve the way how the recent files appear on the screen could be great. not always happen but it is not good.
• I would love to have templates that allow me create files in a easy way.

Incentivized

I think it's a good product.

Incentivized

The Customer Support team was responsive. I typically submitted questions while I was using the app and via the web. The FAQ support base was alright. I cannot recall a time when I used that as opposed to connecting with a rep. I believe all communication was via email. Dalius was great at soliciting feedback. I particularly valued him offering support for best practices as it related to more strategic ways to use GetAccept.

Incentivized

Salesforce IQ is the only system that I have used in the past, it was so slow, such a terrible product that Dooly just works. I think that's just the thing here, Dooly isn't hard, it's not complicated, it just does what it is supposed to do! Take notes easily, outline opportunities and next steps. This shouldn't be a problem, but it is with SFDC, since its so damn slow.

Incentivized

Ease of use is very user-friendly in order to work on any task. It has the maximum features as compared to its competitors which are a quite useful and enhanced program that enables in order to do the CRM easy. Also, it provides particular support to the problems which we faced and resolve them asap.

Incentivized

• Incredible time savings! I easily save at least an hour a week by using Dooly.
• We have more information on accounts and opportunities as we transition accounts to new teammates, so this saves time and ultimately helps us make more money.

Incentivized

• It has incredibly increased the efficiency of students' work thanks to the possibility to work remotely with mobile devices.
• GetAccepts has made it possible to create very realistic sales simulations, even if it is not educational software. It is therefore very flexible in its uses.
• The possibility of tracking each page that is viewed helps evaluate what the Client is thinking.

Incentivized