Hey DAN (formerly Dial vs SpeakCRM

Hey DAN (formerly Dial-A-Note) is the premiere Voice to CRM solution. Join the 10,000+ sales people who save 5+ hours/week on CRM admin time! Increase your productivity and mobility by dictating your CRM updates directly into the app and Hey DAN enters the information directly into the respective fields within your CRM. Hey DAN has effectively combined the latest technology and human expertise to bring you the most accurate and easy-to-use CRM note entry solution on the market. Reduce your time spent on administrative tasks with Hey DAN: • Speak your meeting notes and Hey DAN will analyze, enter them, assign a follow up task and/or update profiles. • Dictated expenses and Hey DAN will enter them into the expense management system of your choice. • Snap pictures of business cards and Hey DAN will create new contacts or update existing ones. Learn more at www.heydan.ai

SpeakCRM is a voice-first CRM assistant built for field sales reps who live on the road. Access your Salesforce or HubSpot CRM hands-free through Apple CarPlay — no tapping, no typing, no distractions. WHAT YOU CAN DO • Check your pipeline — "What's in my pipeline?" instantly summarizes your open opportunities, total value, and stage breakdown • Prep for meetings — "Brief me on my next meeting" pulls attendee details, recent activity, and open opportunities before you walk in • View your schedule — "What's on my schedule today?" reads back your events so you stay on track between stops • Log calls — "Log a call" captures call notes to the right record while the conversation is still fresh • Search accounts and contacts — find who you need by name, hands-free • Navigate to accounts — get directions to your next stop without picking up your phone BUILT FOR THE ROAD SpeakCRM runs natively on CarPlay with a full voice loop — it speaks responses through your car speakers and listens for your next command. Your hands stay on the wheel and your eyes stay on the road. The conversation is natural and multi-turn. Ask a follow-up, drill into a specific deal, or switch topics mid-conversation — just like talking to a colleague who knows your CRM inside and out. POWERED BY AI SpeakCRM connects to your Salesforce or HubSpot account and uses AI to understand your requests, pull the right data, and respond in natural spoken language. No memorizing commands or navigating menus. PRIVACY & SECURITY • Secure OAuth 2.0 sign-in with Salesforce or HubSpot — your login credentials are never stored by SpeakCRM • Session-scoped PII protection — personal data is tokenized before reaching any AI model and destroyed when your conversation ends • Your CRM data stays in your CRM REQUIREMENTS • A Salesforce or HubSpot account • iPhone with CarPlay-compatible vehicle or head unit CONTACT Questions or feedback? Reach us at sales@speakcrm.ai