01
You talk
One sentence, in your own words, the way you would tell a colleague. No fields, no menus, no fixed commands.
- “Note that Miller wants the quote by Friday”
- “Meeting with the Carters on Thursday at ten”
Voice to CRM
Voice to CRM: say it once, and it is filed.
Voice to CRM is a way of keeping client records by talking instead of typing. You say what happened after a visit or a call, and the system turns it into structured entries — a note on the right client, a task with a date, a meeting in the calendar.
02
It understands
The assistant works out who the client is, what is a task and what is a meeting, and asks when something is missing.
- Dates as spoken: tomorrow, on Friday, in a week
- Asks which Miller, if you have two
03
It reads back
Before anything is written, you hear what is about to be saved. You confirm, correct or cancel.
- Nothing is saved silently
- A wrong name is caught on the spot
04
It files
The entries land on the client's card and in your calendar and task list. Each change goes into a log you can undo.
- One sentence, several entries
- Undo restores the previous state
What “voice to CRM” actually means
A CRM is only as good as what is in it, and most of what matters is said, not typed: what the client wants, what you promised, when you will be back. Voice to CRM closes that gap. Instead of opening a form after every conversation, you say what happened and the software does the filing.
It is different from dictation. Dictation gives you a block of text that you still have to put somewhere. Voice to CRM gives you records: the note is attached to the right client, the deadline becomes a task, the visit becomes a calendar entry. The speech is the input; the structure is the result.
Why typing loses
People who work in the field rarely skip CRM updates out of laziness. They skip them because the moment to write is the worst possible moment: in a car park, between two visits, with the next client already waiting. By the evening the details have faded, and the entry becomes “spoke to client, follow up”.
Speaking takes a fraction of the time and can happen while the conversation is still fresh — walking back to the car, or before you start the engine. The record is fuller because it was made thirty seconds after the meeting, not six hours later.
Two ways to get there
There are two kinds of product in this category. The first is a voice layer on top of a large CRM you already run: it listens, then pushes fields into that system. It suits teams that have already invested in a platform and want reps to fill it.
The second is a CRM built around the conversation from the start. Hey Alix is this kind: the assistant and the client records are one product, so there is nothing to connect and no second system to pay for or configure. It suits individuals and small teams who need their client history in order, not a sales platform.
What to check before you trust one
Voice input is only useful if you can rely on what ends up in the records. Four things are worth testing in any tool.
- Does it confirm before saving, or write straight away?
- Can you see every change it made, and undo one?
- Does it ask when a name is ambiguous, or guess?
- Does it work on the phone you already carry, without setup?
Where Hey Alix stands
Hey Alix reads every change back and waits for your “yes”. Every saved change is in a log with one-click undo, including a deleted client with all their entries. It runs in the browser on your phone and computer, in English and Polish, with nothing to install.
It is not a replacement for an enterprise sales platform. There are no quotes, invoices or email campaigns. It keeps clients, contacts, notes, tasks and meetings in order — and lets you ask about them out loud.
Questions
A way of updating client records by speaking. You say what happened and the system files it as structured entries — notes, tasks, meetings — on the right client, instead of you typing into forms.
A memo or dictated text still has to be read and filed by someone. Voice to CRM does the filing: it recognises the client, the deadline and the meeting, and creates the entries.
No. Hey Alix includes the client records. There is nothing to integrate.
It reads the change back before saving, so you hear the mistake and correct it. If something wrong is saved anyway, the change log lets you undo it.
The conversation is by voice, but starting it takes a tap on the screen. Start it before you set off or when you are parked, and follow your local road rules.
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