CallPlan + your CRM.
The perfect duo.
CallPlan is the ideal companion for any CRM. Plan calls, dictate notes hands-free via CarPlay & Siri – and sync everything automatically with HubSpot or Salesforce.
Why CallPlan + CRM?
CRM systems are your company’s memory. But they don’t help you take notes during a call – let alone hands-free while driving.
CallPlan closes exactly this gap: you plan, take notes, and follow up – CallPlan makes sure everything lands in the CRM.
CallPlan for HubSpot
Connect CallPlan with HubSpot CRM. Call activities, notes and follow-ups are automatically logged on the right contact.
→CallPlan for Salesforce
Sync call logs and notes directly into Salesforce. No manual data entry – everything goes automatically to the right lead or opportunity.
→CallPlan for Odoo
Connect CallPlan with Odoo CRM. Call activities and notes land automatically on the right contact, lead or opportunity.
→CallPlan for Zoho CRM
Automatic call logging and note sync in Zoho CRM. Follow-up tasks are created directly from the conversation.
→What CallPlan adds to your CRM
Your CRM manages contacts. CallPlan brings them to life.
- Call planning with CRM context – open your next customer appointment with all relevant contact data from your CRM.
- Hands-free notes via Siri & CarPlay – dictate call outcomes while you're still driving. No typing, no forgetting.
- Automatic CRM entry – after the call, the note automatically lands as an activity on the right contact in HubSpot or Salesforce.
- Auto-create follow-ups – define next steps during the call and they appear as tasks in your CRM.
- Call insights in your CRM – call frequency, duration and outcomes directly in your CRM reports.
Who benefits most?
| Role | Value |
|---|---|
| Sales Rep / AE | No more manual call logging – every customer call is instantly in the CRM |
| Account Manager | Complete conversation history with zero desk follow-up |
| Sales Manager | Cleaner CRM data, better reports, more coaching leverage |
| Field Sales | Take notes in the car on the way to the next appointment |
| SDR / BDR | Create follow-up tasks directly from the call |
Set up your integration
Choose your CRM and learn how to connect CallPlan in minutes.
CallPlan is free on the App Store. CRM integration is included in the Premium plan.