CallPlan is the perfect
add-on for Salesforce.
Salesforce is the CRM of the enterprise world. CallPlan adds the one thing it's missing: hands-free call notes from the car – automatically on the right record.
Salesforce is powerful – but it requires data to be entered manually. CallPlan automates exactly this step: every call is fully and structurally logged without the rep having to catch up at their desk.
What CallPlan does for Salesforce users
- Automatic activity logging – every completed call is logged as a Salesforce activity on the right lead, contact or opportunity.
- Voice notes via Siri – dictate call outcomes hands-free. CallPlan structures them and writes them to the Salesforce notes field.
- Auto-create Salesforce tasks – next steps from the conversation are created as tasks on the lead or opportunity.
- CarPlay-native – full app control on the car display. Field sales stays focused; Salesforce gets fully updated anyway.
- Link leads & opportunities – associate calls directly with Salesforce records. Deal stage, account and owner are automatically logged.
- Improve sales velocity – complete call data in Salesforce means better pipeline reports and shorter sales cycles.
How the connection works
Connect your Salesforce org
In CallPlan go to Settings → Integrations → Sign in with Salesforce. Supports both Sandbox and Production orgs.
Link a call to a Salesforce record
When creating a call, select the matching lead, contact or opportunity. CallPlan shows recent activities from Salesforce right away.
Make the call – take notes hands-free
Dictate via Siri or CarPlay during or right after the conversation. CallPlan stores everything structured – no typing required.
Automatic Salesforce entry
Note, call duration and follow-up task appear automatically on the right Salesforce record. No manual data entry.
Why Salesforce teams use CallPlan
“Our Salesforce data quality was always a problem – nobody likes entering things manually. Since CallPlan, every call is fully documented.” — Beta user, Sales Director
“Field sales with CarPlay and CallPlan is a game changer. I’m fully in the CRM from the parking lot before I even walk into the customer’s office.” — Beta user, Senior Account Executive
Salesforce features that CallPlan extends
| Salesforce does | CallPlan adds |
|---|---|
| Lead & opportunity management | Call planning with CRM context |
| Manual activity logging | Automatic call logging |
| Einstein Analytics | Call data from the field |
| Task & event management | Auto follow-up from the call |
| Mobile app (limited) | Full CarPlay support |
Get started now
Download CallPlan for free and connect it to your Salesforce org.
CRM integration included in the Premium plan · Join the Beta