Hey DAN Reviews & Product Details

Hey DAN is a voice-to-CRM app for field sales teams, built by Civicom, Inc. (formerly Dial-A-Note). Reps speak their meeting notes after a client visit, and Hey DAN turns them into structured CRM updates — meeting notes, opportunities, follow-up tasks and contact changes — pushed into Salesforce, HubSpot or a custom CRM with one tap. No typing, no end-of-day admin backlog. More than 10,000 salespeople use Hey DAN, and the iPhone app is rated 4.8 out of 5 from 187 ratings on the US App Store. WHO IT'S FOR Hey DAN is built for salespeople who work in meetings and on the road, not at a desk: field sales reps, account managers, financial advisors and wholesalers, pharmaceutical and medical sales reps, and real estate professionals. It fits teams whose managers depend on complete CRM data but whose reps don't have time to type it in. THE PROBLEM IT SOLVES Field reps lose selling time to CRM admin. Notes get logged late, logged thin, or not logged at all, and pipeline data and follow-ups suffer. Hey DAN moves CRM entry into time reps already have, like the drive between appointments. The last meeting gets logged while the rep is already working on booking the next one. HOW IT WORKS 1. Prepare: Hey DAN tracks your daily meetings and travel times, and gives you pre-meeting prep notes and a suggested agenda for each client. 2. Capture: Use Live Note Taker to record and summarize the conversation as it happens, or use Meeting Recap to dictate a structured summary right after, even from your car. 3. Review: Hey DAN shows what it captured (opportunities, follow-up tasks and meeting notes) as a clean checklist. Confirm it, and one tap sends the full update to your CRM. 4. Track: Activity History shows the sync status of every entry, so you always know what has been processed and logged. KEY FEATURES - Daily Meetings & Pre-Meeting Prep Notes: your schedule, travel times and meeting prep in one view. - Live Note Taker: hands-free recording and summarization during the conversation. - Meeting Recap: dictate a structured summary immediately after a meeting. - Review and Edit: check captured items in a checklist before pushing to your CRM. - Ask AI: ask questions like "What is the top-selling product right now?" or request client information before walking into a meeting. - Customizable Insights: coaching tips, sentiment analysis and territory trends when using Live Note Taker. These can be designed around your data requirements; custom integration is available at additional cost. - Activity History: sync status for every entry. - Business card capture: photograph a business card to create a new contact or update an existing one. - Expense dictation: speak your expenses and Hey DAN enters them into your expense management system. - Secure access: Face ID / Touch ID sign-in, plus a dedicated Hey DAN for Intune app for organizations that manage devices with Microsoft Intune. WHAT MAKES HEY DAN DIFFERENT - AI plus human expertise: Hey DAN combines AI with human expertise for accurate CRM entry. Dictation errors and autocorrect mistakes don't end up in your client records. - Structured CRM updates, not just transcripts: many note-takers give you a summary you still have to copy into your CRM. Hey DAN writes to the right CRM fields, creates follow-up tasks and updates records. - Works with the CRM you already use: Salesforce, HubSpot or a custom CRM. - Built for the road: designed for reps who log notes between appointments, not at a desk. WHAT USERS SAY In App Store reviews, users consistently mention the same things: getting selling time back from CRM logging, turning drive time between appointments into productive time, trusting the accuracy of what lands in their CRM, and handing off note entry with confidence on meeting-heavy days. INTEGRATIONS AND PLATFORMS Salesforce • HubSpot • Custom CRMs • Expense management systems • Microsoft Intune • iPhone and iPad • Android GET STARTED Book a demo at heydan.ai to see Hey DAN working with your CRM.