The Ultimate Voice-to-CRM App Reimagined for Modern Sales Teams
Hey DAN is the premier, hands-free Voice-to-CRM assistant that bridges the gap between client conversations and administrative follow-through.
your entire day at a single glance
Daily Meetings & Pre-Meeting Prep Notes
Automatically track your schedule and travel times so you’re never late. Walk into every client meeting armed with pre-meeting prep notes and a suggested agenda to keep you one step ahead.
hands-free meeting documentation
Live Note Taker & Meeting Recap
Record and summarize conversations naturally as they happen with the Live Note Taker, or step into your car and dictate a quick, structured summary immediately after using Meeting Recap. Hey DAN listens, processes, and formats your spoken words effortlessly, ensuring you never miss a critical detail or touch a keyboard.
Painless verification
Review and Edit
View what Hey DAN captured (opportunities, follow-up tasks, and meeting notes) in a clean checklist. With just one tap, your entire structured update is pushed straight to Salesforce, HubSpot, or any custom CRM.
Territory-level intelligence
Customizable Insights
Hey DAN does more than just data entry. Get real-time coaching tips, sentiment analysis, and territory trends delivered straight to your App when using Live Note Taker.
This feature can be designed around your specific data requirements. Custom integration is available at an additional cost.
YOUR POCKET ANALYST
Ask AI
Need a lightning-fast brief before walking in? Ask your Hey DAN AI assistant questions like "What is the top-selling product right now?" or "Give me client information on Timothy" for instant, real-time answers.
Complete pipeline transparency
Activity History
Instantly track the sync status of all your entries. Absolute workflow visibility ensures you always know what has been successfully processed and logged.
