crm automating

Hey DAN

Streamline CRM data entry and save five hours per week by converting spoken meeting notes into structured updates using AI-powered voice-to-CRM technology.

Starting at

$75/mo

Hey DAN screenshot

About Hey DAN

Hey DAN is a specialized mobile application service designed to bridge the gap between spoken field notes and structured data within a Customer Relationship Management (CRM) system. Unlike generic transcription tools, this platform acts as a dedicated intermediary that processes voice dictations specifically for sales workflows, including the creation of calendar events, follow-up tasks, new opportunities, and contact updates. Its primary objective is to eliminate the administrative drag that often prevents sales teams from maintaining accurate records, with the platform aiming to save individual users five or more hours of manual data entry per week. The tool operates through a sophisticated workflow that combines artificial intelligence with human-in-the-loop verification. When a user records a note via the mobile app, the system analyzes the unstructured audio and maps the information to specific CRM fields. On higher-tier plans, quality control specialists review the transcriptions to ensure data integrity, allowing for an accuracy rate of up to 99%. This hybrid model ensures that professional jargon, client names, and complex deal details are captured correctly before being synced directly into platforms like Salesforce, HubSpot, or Microsoft Dynamics. The platform is ideally suited for field sales representatives, account executives, and enterprise sales organizations where personnel are frequently on the road or attending back-to-back meetings. It is particularly valuable for teams that struggle with CRM hygiene—the practice of keeping deal stages and contact information updated in real-time. By providing a mobile-first solution that bypasses the frustration of typing on small screens, the service encourages more detailed reporting and provides management with better visibility into the sales pipeline without adding to the representative's workload. What differentiates Hey DAN from standard voice-to-text apps is its deep focus on CRM logic and its commitment to social impact. While most AI tools offer purely automated results, Hey DAN’s inclusion of human validation provides a level of precision necessary for high-stakes business environments. Furthermore, the company stands out for its philanthropic mission, donating 10% of all profits to the Feathers Project to assist those in extreme poverty. This combination of enterprise-grade reliability and a purpose-driven business model makes it a unique partner for companies looking to optimize their sales processes while contributing to global social change.

Hey DAN pros & cons

Pros

  • Achieves up to 99% accuracy by combining AI technology with human quality control specialists.
  • Eliminates up to five hours of manual data entry per week for busy sales representatives.
  • Works seamlessly with major CRM platforms including Salesforce, HubSpot, and Microsoft Dynamics.
  • Provides a social impact benefit by donating 10% of company profits to the Feathers Project.
  • Offers a mobile-first design that is optimized for field sales reps working between meetings.

Cons

  • The Lite plan relies purely on AI and requires users to manually review notes for accuracy before approval.
  • Language support is currently focused on English, which may limit use for international teams.
  • Highest levels of accuracy and custom integrations are reserved for more expensive Enterprise tiers.
  • Transcription speed can be affected if the recorded audio is unclear or lacks required data fields.

Hey DAN use cases

  • Field sales representatives can dictate meeting summaries and follow-up tasks immediately after a client visit to ensure no details are forgotten.
  • Sales managers can mandate the tool to improve CRM hygiene and ensure high-quality data is available for accurate revenue forecasting.
  • Event attendees can quickly log new leads and conversation highlights while on the move, avoiding the need for end-of-day typing.

Hey DAN features

  • salesforce and hubspot integration
  • mobile app for ios and android
  • enterprise-grade data encryption
  • custom field support
  • contact and opportunity management
  • task and event creation
  • human-in-the-loop data validation
  • voice-to-crm transcription

Hey DAN pricing

Is Hey DAN free? No, Hey DAN doesn't offer a free plan; pricing starts at $75 / month.

Lite

$75 / month

  • 93% Accuracy
  • Unlimited Dictations
  • Events and Tasks
  • Opportunities and Contacts
  • Salesforce CRM Integration
  • 14-day free trial

Classic

$199 / month

  • 95% Accuracy
  • Unlimited Dictations
  • HubSpot and Salesforce Integrations
  • Basic Reporting
  • Custom Objects and Fields
  • Good for 10+ users

Enterprise

Price varies

  • 99% Accuracy
  • All CRM Integrations
  • Custom Reporting
  • Dedicated Account Manager
  • SSO Enabled
  • Intune Support

Hey DAN FAQs

Is Hey DAN a standalone CRM system?

No, Hey DAN is a mobile app service that integrates with your existing CRM. It is designed to act as a voice-powered input layer for platforms you already use, such as Salesforce or HubSpot.

How long does it take to get the service set up?

Individual users on the Lite plan can typically be up and running within a single day. Enterprise setups, which involve custom integrations and dedicated onboarding, usually take about a week to complete.

How quickly does data appear in my CRM after recording?

Data is typically entered into your CRM in less than a minute after you submit a recording. This speed depends on the clarity of the note and the specific plan features you are utilizing.

Does the tool support multiple languages?

Currently, Hey DAN primarily supports English. However, custom multilingual solutions may be available for Enterprise-level clients who reach out to the sales team for specific requirements.

Can I try the tool before purchasing a subscription?

Yes, a 14-day free trial is available for new users to test the platform's features. No credit card is required to sign up for the trial period.

Ratings & reviews

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