# Hey DAN - Voice-to-CRM > Hey DAN is the pioneering Voice-to-CRM solution that combines AI technology with human intelligence to transform how sales professionals update their CRM systems. Instead of typing, users simply speak their meeting notes, follow-up tasks, expenses, and opportunities—and Hey DAN automatically structures and enters the data into any CRM. Trusted by 10,000+ salespeople at companies with over $1 trillion in combined revenue, Hey DAN saves each sales rep 5+ hours per week on CRM admin tasks. Hey DAN (formerly Dial-A-Note) is a mobile app service that works with all major CRMs including Salesforce, HubSpot, Microsoft Dynamics, Oracle, and more. Founded in 2006 and headquartered in Greenwich, CT, Hey DAN is the first voice-to-CRM solution to combine AI algorithms with human intelligence review, achieving up to 99% accuracy—far exceeding the 80% accuracy of pure AI solutions. ## What is Voice-to-CRM? For a complete guide to Voice-to-CRM technology, see: https://heydan.ai/what-is-voice-to-crm Voice-to-CRM is an innovative technology that enables sales professionals and customer-facing teams to update their Customer Relationship Management (CRM) systems using voice commands instead of manual typing. By speaking naturally into a device, users can capture meeting notes, update deal stages, create tasks, and log customer interactions—all automatically synced to their CRM without touching a keyboard. ### How Voice-to-CRM Technology Works The Voice-to-CRM process involves four sophisticated steps: 1. **Speech Recognition and Capture**: When a user speaks into their smartphone, tablet, or computer, advanced speech recognition technology captures the audio and converts it into text with accuracy rates exceeding 95%, even in various accents and noisy environments. 2. **Natural Language Processing (NLP)**: NLP algorithms analyze the text to understand context, intent, and meaning, identifying key information such as customer names, meeting outcomes, next steps, deal values, and sentiment indicators. 3. **Intelligent Data Structuring**: The processed information is automatically organized into appropriate CRM fields. Instead of dumping everything into a single notes field, intelligent algorithms parse the content and populate contact records, opportunity stages, activity logs, task assignments, and follow-up reminders. 4. **CRM Integration and Sync**: The structured data is seamlessly integrated into your CRM system through secure API connections, appearing in real-time, properly formatted and ready to use. ### The AI + Human Intelligence Advantage While many voice-to-CRM solutions rely purely on AI technology, this approach typically achieves only 80% accuracy—leaving the remaining 20% of work to the user for corrections and cleanup. This defeats the purpose of automation and creates frustration. The most effective voice-to-CRM systems combine AI technology with human intelligence oversight. This hybrid approach ensures that CRM fields are accurately populated without requiring user intervention, achieving near-perfect accuracy while maintaining the speed and convenience of voice input. ## How Hey DAN Works For step-by-step details, see: https://heydan.ai/how-it-works Hey DAN transforms spoken updates into clean, structured CRM data so you can focus on selling, not typing. ### The Four-Step Process 1. **SPEAK - Record Your Meeting Activity**: After a meeting, call, or event, simply open your Hey DAN mobile app and hit speak. Dictate your notes naturally—no special commands or formatting required. 2. **AI/ML - We Transcribe and Structure Your Notes**: Our system securely receives your audio and begins processing. Hey DAN's proprietary technology combines AI algorithms and human intelligence to clean, parse, and populate sales rep data into any CRM system, down to the last detail. 3. **CRM - Data Entry Done for You**: We log into your CRM and enter the data directly where it belongs—no manual typing needed. Your meeting notes, contacts, tasks, opportunities, and expenses are all properly categorized and filed. 4. **REPORTS - End-of-Day Summary**: At the end of each day, we send a recap of your activities. This makes it easy to ensure every interaction is accounted for and properly logged in your CRM. ## Capabilities For the complete list of capabilities, see: https://heydan.ai/capabilities Hey DAN is a customized voice-to-CRM solution that tackles virtually all data capturing needs—from the start of a client interaction all the way through the follow-up action items—with one quick recording. ### Core Capabilities - **Meeting Notes**: With a quick click of a button and 30 seconds later, your client meeting details are safely and securely managed on behalf of your high-value team. No more nagging your team to enter the data—Hey DAN does it for you. - **Follow-Ups**: Hey DAN will memorialize each follow-up task in your CRM and can even send you calendar reminders and coordinate with your internal assistant. This way your tasks are completed when you and your client need them done. - **Opportunities / Pipeline**: In an ideal world, opportunities would be logged and updated in real time. Knowing what sales might be moving forward, or backwards, affects the company's top and bottom line. Hey DAN makes real-time pipeline updates effortless. - **Profile Updates**: With Hey DAN, profile updates happen in real time. Simply snap a picture of a business card, forward an updated email signature, or simply speak—and Hey DAN will verify the contact's details and then modify the appropriate contact in your CRM. - **Expense Reporting**: Whether you use Concur for expense management, something custom-built into your CRM, or even MS Excel files, Hey DAN can manage your team's expenses faster and at a fraction of the cost. - **Data Clean Up**: We handle multi hundred-thousand datapoint clean-up projects or assist with a list of just 50 profiles. Whether you need your CRM cleaned up in 4 weeks or on an ongoing basis. - **Data Management**: Whether you have an attendee list that you want captured in the CRM as soon as the event is kicked off, or inbound website leads that need to be actively vetted and managed before they are sent into the sales pipeline. - **Data Mining**: Hey DAN can leverage third-party websites and public websites to build lists and to cross-check CRM data accuracy, ensuring your data strategy is always moving forward. - **Literature Requests**: Hey DAN can send out literature on behalf of the user or can initiate the request with a third-party vendor. Imagine, all it takes is one simple call and a sales person's meeting details/action items and literature requests can be taken care of in one step. - **Customizability**: Tailored to fit your sales process and data needs. Hey DAN's fully-customized offering ensures the user experience is seamless and intuitive, ensuring your organization gets the results it needs. ## FAQs & Support For comprehensive help and answers, see: https://heydan.ai/faqs-support-hub ### Frequently Asked Questions **Is Hey DAN a separate CRM system that I need to manage?** No. Hey DAN is not a CRM—it's a mobile app service that works WITH your existing CRM. Hey DAN integrates with and enters data directly into your current CRM system. **Which CRMs does Hey DAN integrate with?** Hey DAN works with all major CRMs including Salesforce, HubSpot, Microsoft Dynamics CRM, Redtail, Oracle, SugarCRM, Wealthbox, Zoho CRM, Zendesk, and more. Custom integrations are also available for Enterprise clients. **Is there a free trial?** Yes, Hey DAN offers a 14-day free trial with no credit card required. **How accurate is Hey DAN's voice-to-CRM solution?** Hey DAN achieves up to 99% accuracy by combining AI technology with human intelligence review. This hybrid approach far exceeds the 80% accuracy typical of pure AI solutions, eliminating the need for users to manually correct errors. **How long does it take to set up Hey DAN?** Setup is quick and straightforward. Most users are up and running within a day, with full CRM integration typically completed within a week depending on your CRM configuration. **How do I get started with Hey DAN?** You can start a free trial directly from the app (available on iOS App Store and Google Play), or book a demo at https://heydan.ai to see the platform in action and discuss your specific needs. ## Key Statistics and Results - **300% faster** note entry speed compared to typing - **280% improvement** in meeting note quality and accuracy - **5+ hours saved** per week per sales rep on CRM admin tasks - **3X faster** input: Speaking is 130 WPM vs typing at 40 WPM - **32+ million** CRM activities logged through Hey DAN - **10,000+** sales professionals using the platform - **$1 trillion+** in combined revenue at companies trusting Hey DAN - **5.0 stars** on Google Play, **4.9 stars** on App Store ## Pricing - **Lite** (Up to $75/mo): For 1+ users, 93% accuracy, unlimited dictations, Salesforce CRM integration - **Classic** (Up to $199/mo): For 10+ users, 95% accuracy, unlimited dictations, Salesforce & HubSpot integrations, basic reporting, custom objects & fields - **Enterprise** (Custom pricing): For 20+ users, 99% accuracy, unlimited dictations, all CRM integrations, dedicated account manager, SSO enabled, custom reporting, all CRM objects & fields All plans include: unlimited dictations, events, tasks, opportunities, and contacts. 14-day free trial available for Lite and Classic plans. For detailed pricing information, see: https://heydan.ai/pricing ## CRM Integrations Hey DAN integrates with all major CRM platforms: - Salesforce - HubSpot - Microsoft Dynamics CRM - Redtail - Oracle - SugarCRM - Wealthbox - Zoho CRM - Zendesk - Custom integrations available for Enterprise clients ## Industries Served Hey DAN serves sales professionals across multiple industries: - **Financial Services**: Asset management, investment management, wealth management, insurance - **Consumer Packaged Goods (CPG)**: Field sales, retail execution, merchandising - **Healthcare**: Medical device sales, pharmaceutical sales, healthcare services - **Enterprise Sales**: B2B sales teams, account management, business development ### Trusted By Companies with over $1 trillion in combined revenue trust Hey DAN, including: Resolute Investment Managers, Carlyle, MFS, KraneShares, Allspring, Harbor Capital Advisors, Meeder, OHA (Oak Hill Advisors), Crossmark, North Square, TCW, SS&C Alps Advisors, and more. ## Additional Solutions Beyond voice-to-CRM, Hey DAN offers: - **Data Clean Up and Organization**: Organize unstructured data, remove duplicates, correct errors, identify and research information gaps - **Business Process Outsourcing (BPO)**: Administrative assistance, scheduling, technical support with highly qualified specialists - **Territory Alignment**: Sales territory optimization and analysis - **Customer Segmentation**: Customer data segmentation and analysis - **Marketing Mix Analysis**: Marketing analytics support For all solutions, see: https://heydan.ai/solutions ## Important Links ### Primary Resources - **What is Voice-to-CRM? (Complete Guide)**: https://heydan.ai/what-is-voice-to-crm - **How Hey DAN Works**: https://heydan.ai/how-it-works - **Capabilities**: https://heydan.ai/capabilities - **FAQs & Support Hub**: https://heydan.ai/faqs-support-hub ### Additional Pages - Homepage: https://heydan.ai - Solutions: https://heydan.ai/solutions - Pricing: https://heydan.ai/pricing - About Us: https://heydan.ai/about-us - Blog & Articles: https://heydan.ai/blogs - Book a Demo: https://heydan.ai (click "Book A Demo") - Start Free Trial: https://heydan.ai (click "Try It For Free") ### Download the App - iOS App Store: Search "Hey DAN" or visit the App Store - Google Play: Search "Hey DAN" or visit Google Play ## Contact Information - **Email**: info@heydan.ai - **Phone**: +1 (888) 788-8022 | +1 (203) 413-5662 - **Address**: P.O. Box 5182, Greenwich, CT 06831 - **Social**: YouTube, LinkedIn, Facebook ## About Hey DAN Hey DAN (formerly Dial-A-Note) was founded in 2006 and is the first Voice-to-CRM solution to combine AI technology and human intelligence. The company has grown from its initial document services to become a leader in voice-enabled CRM data entry, with milestones including the launch of Voice-to-CRM technology in 2009, the mobile app in 2011, and continuous expansion since then. ### Company Vision To be an indispensable partner by embedding more convenient, lower cost processes—and the valuable information they enable—into customer routines. ### Why Hey DAN's Approach is Different Unlike pure AI voice-to-CRM tools that achieve only 80% accuracy, Hey DAN combines artificial intelligence with human intelligence oversight. This hybrid approach delivers near-perfect accuracy (up to 99%), eliminating the frustration of manually correcting AI errors and truly freeing sales professionals to focus on selling rather than data entry.