Hey DAN (Formerly Dial-A-Note)

Hey DAN (formerly Dial-A-Note) is a voice-to-CRM solution that helps sales professionals update CRM systems using voice commands. It integrates with major CRMs to capture meeting notes, expenses, and tasks, saving sales reps significant administrative time.

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At a glance

Pricing

Freemium · Paid · Enterprise

Free tier

Yes

API

Skill level

Non-technical

About

What is Hey DAN (formerly Dial-A-Note)?

Hey DAN, formerly known as Dial-A-Note, is an innovative voice-to-CRM solution designed to boost sales productivity by streamlining CRM data entry. It allows sales professionals to effortlessly update their CRM systems using voice commands, capturing meeting activities, expenses, follow-up tasks, and opportunities in real-time. The mobile app integrates with all major CRMs, including Salesforce and HubSpot, ensuring seamless data synchronization. By converting spoken notes into structured insights, Hey DAN significantly reduces the time spent on administrative tasks, freeing up sales reps to focus on selling. The platform offers high accuracy, with advanced plans including human validation, and aims to improve overall CRM adoption and data quality.

Best used for

Ideal for sales reps who need to quickly update CRM records, capture meeting insights, and log expenses without manual typing. Especially valuable for those seeking to save administrative time and improve the accuracy and completeness of their CRM data.

Common actions

update CRM with voice

automate CRM data entry

log sales activities

track sales opportunities

manage expenses via voice

iosmobile_app

Capabilities

Key features

Voice-to-CRM entry
Meeting activity capture
Expense logging
Follow-up task creation
Opportunity tracking
CRM integration
Data validation workflows

Target Audience

sales rep

Integrations

salesforcehubspotmicrosoft-dynamicszoho

Pricing & Plans

Freemium · Paid · Enterprise

Freemium

FAQs

Which CRMs does Hey DAN integrate with?

Hey DAN integrates with all major CRMs, including Salesforce, HubSpot, Microsoft Dynamics, and Zoho. For users with custom CRM systems, the Hey DAN team offers support to enable a smooth integration process.

How accurate is Hey DAN's voice-to-CRM transcription?

Hey DAN achieves 98% to 99% accuracy for its Classic and Enterprise options, which include data validation workflows and quality control specialists. For Lite plans, AI provides automated entries, and the sales rep reviews and approves notes for accuracy.

Can I use Hey DAN offline?

For Classic and Enterprise plan users, offline voice entries are saved locally and automatically synced to your CRM once an internet connection is restored. However, for Lite and Lite Custom plans, continuous connectivity is required for the AI-driven workflow.

How quickly is data entered into my CRM after I record a note?

Data can typically be entered into the CRM in less than a minute after submitting a recording, provided the note is clear and all required information is correctly provided. The exact speed may vary based on the plan and note quality.

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