No, Hey DAN is a plug-in application with your current CRM system. While Hey DAN is accessible separately, the Hey DAN application connects with your CRM
to create, read, update and delete any records in your CRM.
Hey DAN integrates with all major CRMs, including Salesforce, HubSpot, Microsoft Dynamics, Zoho, and more. If you have a custom CRM, our team will work with you to enable a smooth integration.
Yes, we offer a free trial so you can experience Hey DAN’s features and value before committing to a paid plan. We recommend booking with a Hey DAN Specialist to see which package might work best for you!
Hey DAN achieves 98% and 99% accuracy for our Classic and Enterprise options as these options include data validation workflows and quality control specialists, so you have data you can trust. For Lite and Lite Custom, our AI works to provide automated CRM entry results to your Sales Rep using the latest AI technology. The sales rep is then responsible for reviewing the note to ensure all fields are correct prior to approving each note entry.
For Single user: Most are up and running within a day.
For Enterprise Users: We provide a dedicated onboarding process, typically completed within a week, including user training and custom integration if needed.
Getting stared with Hey DAN is quick and easy:
1. Sign up or Get Invited
If your team is already using Hey DAN, you'll receive an invite. Otherwise, sign up through our website or contact our sales team to get set up with the right plan.
2. Download the App
Install they Hey DAN app from App Store, Google Play Store or through your company portal.
3. Connect Your CRM
Log in and connect your CRM (like Salesforce, HubSpot, etc.) so Hey DAN can sync your voice entries directly.
4. Start Speaking Your Meeting Activity
Simply speak your meeting activity and we'll take care of transcribing and entering your
data into your CRM.
Hey DAN is the easiest CRM entry tool on the market. With no annoying prompts to get in your way, all you need to do is speak your meeting recap and Hey DAN does the rest!
If you are on Classic or Enterprise, offline voice entries are saved locally and synced to your CRM once you’re back online. For Lite and Lite Custom, connectivity is required.
Yes! You'll have the opportunity to review and approve all notes prior to entry. This ensures the information is accurate and exactly how you want it recorded. You can make any necessary edits before final submission.
For Lite and Lite Custom: You can check your recent activities and their status under
History Page.
For Classic and Enterprise Users: You can check your recent activities and their status
under Sent Page.
No. Hey DAN offers both monthly and annual plans. If you are on month to month, yes. If you have an annual subscription you would need to speak to a Hey DAN specialist. You can cancel or change your plan at any time with no long-term commitments.
Absolutely! You can upgrade, downgrade, or cancel your plan at any time by contacting a Hey DAN specialist.
Yes, we offer scalable pricing solutions tailored for large teams and enterprises.
Reach out to our sales team for a custom quote based on your organization’s needs.
With Hey DAN Lite, you can start with just one user. We also have Hey DAN Enterprise were we support teams of all sizes, and bulk discounts are available.
You’ll be notified before reaching any limits, and you can easily upgrade your plan or purchase additional usage credits. For enterprise clients, usage is typically included in custom agreements with flexible thresholds.
You can add users anytime by contacting our support team. Your billing will adjust
based on your updated user count.
If you’re unsure, contact us for a quick consultation. We’ll help match your business needs with the right level of service—whether you're solo or managing a large team.
If you're on Lite/Lite Custom Plan: We're unable to reset your password because your log in credentials are synced directly with your connected CRM. For security reasons, we do not store or manage your password. To reset your password, please go through your CRM provider's password recovery process or contact your CRM admin.
If you're on Classic/Enterprise Plan: You can reset your password in two ways:
1. Tap "Forgot Password" on the app login screen and we'll send you an email with instruction to reset your password.
2. Or, reach out to the Hey DAN Support Team and we'll be happy to assist you.
Make sure the Contact or Account name exists in your CRM. If we can’t find a match, the note won’t be logged directly to your CRM. We automatically email the note to you as a fallback so try never lose your input.
To avoid this is the future, double-check your contact and account names before submitting.
You can check your recent activities and their status under History Page.
Currently, Hey DAN supports English. For enterprise clients with multilingual needs, custom solutions may be available—reach out to our team.
For any package at the "Lite Custom" or higher level, we offer CRM entry field
adjustments and can accommodate custom CRM fields.
