How Hey DAN Works - Voice to CRM

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Focus on selling, not typing.

Transforming spoken updates into clean, structured CRM data—so you can focus on selling, not typing.

How
Hey DAN
Voice-to-CRM Works

Record Your Meeting Activity

After a meeting, call or event, simply open your Hey DAN mobile app and hit speak. Dictate your notes naturally.

SPEAK

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.

AI/ML

CRM Data Entry - Done for You

We log into your CRM and enter the data directly where it belongs—no manual typing needed.

CRM

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.

REPORTS