For field sales
A dedicated employee in your office. You just phone them. From the parking lot after the meeting, say what happened, and it is on the deal in HubSpot, Pipedrive or Salesforce before you are out of the lot. The thank-you email goes the same way.
The demo line opens with early access. Join the list and you'll be the first to call it.
This is a territory rep's Tuesday in eastern Pennsylvania, on the Rep plan with HubSpot connected. The names are made up; the shape of the calls is not. Every call you make starts with "Hello, this is CallMyDesk, your AI assistant. Your PIN, please." and your four digits; the transcripts pick up from there.
Parked outside Henderson Logistics, Reading, Pennsylvania.
Pulling out of the Henderson parking lot.
A service plaza on the Pennsylvania Turnpike, 20 minutes before Bristol.
It calls you, on the drive home.
It only calls and texts you because you asked it to. You say yes at signup, we text a one-time code to confirm it's your number, every call it makes to you opens with the CallMyDesk name and a number you can call back, and you can say "stop" at any time. Texts come from a toll-free number for now.
Four short calls, a couple of minutes each, and nothing typed. The notes are in your words, tidied, on the right deals. The follow-up went within two hours of the handshake, with the right attachments. The CRM is up to date on Tuesday evening, not on Friday from memory. Unlimited calls and texts with your assistant, so there is no reason to save the fourth call for Friday either.
The Bureau of Labor Statistics counts about 1.6 million wholesale and manufacturing sales reps in the United States. Surveys of the ones who drive keep finding the same three things: the driving, the typing, and the follow-up that happens too late.
About 21 hours a week
5.5 hours a week
Seven times
CallMyDesk does not make the driving shorter. It makes those hours the time when the CRM gets written and the follow-up gets sent.
In 33 states and the District of Columbia it is illegal to hold a phone while driving, and that means any use: holding it to dictate a voice memo, tapping a CRM app at a light, reading an email in traffic. Six more states joined in 2025 alone (Colorado, Pennsylvania, Iowa, Louisiana, South Carolina and Kansas), and Montana is the only state without even a texting ban. A voice call over the car's Bluetooth, or on a phone in a mount that you do not touch, is lawful for adult drivers in every state. Police can still cite you for distracted or careless driving if a call is clearly taking your attention, so if the call needs more of you than the road does, finish it parked.
CallMyDesk is built for exactly that call. You dial one number once and it stays in the car's recent calls, so you call it from the steering wheel. Everything after that is spoken: the brief, the debrief, the email. The keypad is there for when you are parked or somewhere noisy; on the road, you just talk.
Since March 25, 2022, any hand-held use of a phone while driving in the UK is an offense, and the law says any use: dictating, scrolling, tapping at the lights. Six penalty points, a fine of up to £1,000 and a possible ban. A call over the car's Bluetooth, or on a phone in a cradle you do not touch, remains lawful, and the police can still charge driving without due care if a call is clearly distracting you.
It writes to HubSpot, Pipedrive or Salesforce through the CRM's own sign-in, with your permissions, so it can only see and change what you can. Here is what that means in practice.
Everything it logs appears in the CRM's own timeline, under the rep's name, marked as logged by phone with CallMyDesk. Your reports, dashboards, pipeline reviews and sequences carry on exactly as they are, except that the notes arrive the same day and the close dates are real. There is no second dashboard to check and no export to run. On the Team plan an administrator sees the team's audit log as well: every action, the time, and the words that authorized it.
Dan
Note · logged by phone with CallMyDesk
Met Paul Henderson. Positive on pricing. Blocker is IT security sign-off. Decision expected Q1.
Field sales needs the CRM, the account brief and the 7:30 am call, so it starts at Rep. Three or more reps go on Team, which gives the manager an admin console, the team audit log and retention controls. Every seat has unlimited calls and texts with your assistant; there is nothing to count and nothing to run out of. Every plan starts with a two-week free trial.
One rep or account manager
$199 a month
Or $179 a month billed yearly ($2,148).
Unlimited calls and texts with your assistant
A sales team of three or more
$179 a seat a month, billed yearly
Three seats minimum ($6,444 a year for three seats).
Unlimited calls and texts with your assistant, on every seat
For a manager doing the math: at the median US wholesale rep's pay of $66,780 a year, the 5.5 hours a week the average rep spends typing into the CRM is about $8,400 a year of each rep's time. Larger teams or a Salesforce roll-out with its own data processing terms: book a call about Enterprise.
Prices are in US dollars and exclude sales tax, which is added at checkout where your state charges it. Annual plans are billed yearly at the monthly price shown. No credits, no minute packs and no per-action fees. Unlimited calls and texts between you and your assistant for normal individual business use. To keep pricing flat for everyone we may apply fair-use limits, currently a soft ceiling of 1,000 assistant-minutes per seat per month, and we'll contact you before any limit affects your service.
Start your free trial Full pricing and what is includedMostly, and when it does not, it says so. It is trained on telephone speech and does well with most American, Canadian, British and Irish accents, but a phone line carries less of your voice than a laptop microphone and a truck cab adds noise, so it will ask you to repeat more often on a poor line. That is deliberate: a misheard word should cost a re-ask, not a wrong entry. Names from your CRM and contacts are known before you say them, so "Henderson" is rarely heard as "Anderson" in the first place, and if it is, you say so and it corrects it.
It names the deal as it logs the note ("Henderson Logistics, fleet telematics, 42 units, stage Proposal"), and if two records could match, it asks which one first. If you still catch a mistake later, say "move this morning's Henderson note to the other Henderson deal" on your next call and it moves it. Nothing is ever deleted; a wrong note is moved, not lost. Every write is in your audit log with the words that authorized it.
No. It writes ordinary notes, tasks, stages, amounts and dates to ordinary fields, under your name, through the CRM's own sign-in. Your manager's dashboards, forecasts and pipeline reviews see the same data they see now, only sooner and with fewer blanks. Nothing lives in a separate CallMyDesk app for anyone to go and look at.
A short answer and a one-page note. CallMyDesk connects to Salesforce as a connected app that your administrator approves once; after that it acts with your own user profile and permissions, and nothing more. We give your admin a one-page description of what it reads, what it writes and which permissions it asks for, and we will get on a call with them if they want one. The same note exists for HubSpot and Pipedrive. Salesforce is coming; HubSpot is in early access now. If your team is on Salesforce, join early access and tell us, because that order is set by who asks.
It writes. Debrief notes, deal stage, value, close date, next step and follow-up tasks with dates go into HubSpot, Pipedrive or Salesforce, under your name in the CRM's normal timeline. It also creates new contacts and logs the emails it sends for you. It never deletes, merges, reassigns or changes settings. HubSpot is in early access now; Pipedrive and Salesforce are coming. The integrations page lists what it reads and writes for each.
It sends. It drafts the email from what you said, tells you who it is to and what it says, and sends it when you say "send". Attachments are picked by name from your mailbox or your documents folder ("the two case studies", "the price list"), and it says how many it has attached. If you would rather check something on a screen first, say "save it as a draft" and it waits in your drafts folder instead.
Yes, on the Rep and Team plans. Say "two-minute brief on Henderson" from the parking lot and it reads the open deals, who you are seeing and their role, the last emails either way, what you promised last time and any recent news about the company. Reading all that takes a few seconds, and it says "give me a moment" while it looks. You can interrupt it at any point and ask for more on one part.
Before it writes anything, it reads back the name, the company, the amount in full and the date with the day of the week, and if something is wrong you say so and it corrects it. Say "spell it" and it reads a name letter by letter.
Yes. Team is $179 a seat a month, billed yearly, with three seats minimum, so three seats are $6,444 a year and five are $10,740. Every seat has unlimited calls and texts with your assistant. Everything each rep logs appears in the CRM under their own name, so the manager's existing reports and pipeline reviews see it at once. Team adds an admin console and the team audit log, which shows every action, the time and the words that authorized it. Prices exclude sales tax.
What a good spoken debrief contains, how long it takes, and why the same-day note is worth more than the Friday one.
An app in your hand against a phone call, and a CRM-only tool against one that also sends the follow-up and holds the calendar.
Join early access and tell us which CRM you are on; seats go out in the order people joined, and the integrations are built in the order people ask. Or phone the demo line now and ask it to log a meeting.