47%
of a rep's week is spent on admin and CRM data entry, not selling.
APPEXCHANGE Installs into Salesforce Mobile in 2 minutes
Update Salesforce
by voice.
No Agentforce required.
A managed package that lives inside the Salesforce Mobile app. Dictate meeting notes, create follow-ups, and update opportunities — without typing, without switching apps, without Agentforce.
- Native managed package
- Built with SLDS 2
- Works on every SF edition
Built for Salesforce teams at
NORTHWINDInitechGlobexUmbraHooliPied Piper
The problem
Sales reps hate updating CRM
on the road.
3.4 hrs
lost per rep, per week, recapping meetings after the fact.
58%
of opportunities have stale or missing data in the average pipeline.
What actually happens
Reps end every meeting with five tabs of cold pipeline, a half-typed note, and the quiet decision to “just do it tonight.” Tonight rarely comes.
- Typing notes on a phone keyboard between meetings
- Re-opening Salesforce on desktop after every call
- Forgetting follow-ups by the time you're back at your laptop
- Stale stages, missing amounts, ghost opportunities
- Manager pinging you for updates that should already exist
How it works
Just say what happened.
We'll update Salesforce.
Three taps after every meeting. Sayforce transcribes what you said, proposes the exact CRM changes, and waits for you to confirm.
01
Hold to speak
Open Sayforce from the Salesforce Mobile app launcher. One button. No typing.
02
Review proposed changes
See exactly which Salesforce records will change. Edit any field inline before writing.
03
Confirm. Done.
Writes through the Salesforce API — respects your permissions, validation rules, and triggers.
Example
“Met with Acme. They're interested in the enterprise plan. Create a follow-up for next Tuesday and update the opportunity stage to Proposal.”
Update Opportunity · Stage → Proposal Create Task · Follow-up · Tue Mar 18 Add Note · Acme Corp
Features
Built on Salesforce.
For reps in the field.
Voice → structured CRM updates
Sayforce maps free-form speech to Salesforce objects, fields, and relationships. It knows that “move Acme to Proposal” is an Opportunity stage change.
// SOQL written for you
UPDATE Opportunity
SET Stage = 'Proposal',
Amount = 72000
WHERE Account.Name = 'Acme Corp'
AND OwnerId = currentUser(); Human confirmation
Nothing writes to your CRM without a tap. Every action shows a clear diff before save.
Salesforce-native
Managed package on AppExchange. Built with SLDS 2, tuned for Salesforce Mobile.
No Agentforce required
Skip the Einstein licensing, Data Cloud setup, and prompt template stack.
Mobile-first
Designed for the 90 seconds between meetings — car, hallway, coffee, parking lot.
Audit-grade history
Every action stores transcript, AI proposal, your edits, and the resulting API write.
Use cases
A clean pipeline,
without the admin tax.
Post-meeting updates
Walk out of a meeting, hit record, say what happened. Notes, attendees, next steps logged in 30 seconds.
“Discovery with Globex went well — VP of RevOps and 2 ICs attended. They want a security review next.”
NotesActivityContacts
Follow-up tasks
Stop forgetting commitments. Mention a date and a person and Sayforce creates the Task and assigns it.
“Remind me to send pricing to Lisa next Wednesday at 10 AM.”
TasksReminders
Opportunity updates
Move stages, update amounts, change close dates — by speaking. Diff is shown before any write.
“Bump Initech to $48k, push close date to end of Q3.”
StageAmountClose date
Pipeline hygiene
At end of day, do a 60-second pipeline sweep. Sayforce reads stale opps to you; you respond to update each.
“Yeah, kill that one. Move Hooli to Closed Lost — they went with a competitor.”
Bulk updateCleanup
Vs. the alternatives
AI for your CRM,
without rebuilding it.
Agentforce is powerful — and a year-long rollout. Sayforce solves the one problem reps actually have: updating Salesforce from their phone.
| Sayforce | Agentforce | Note-takers + Zapier | |
|---|---|---|---|
| Time to value | Same day | 3–6 months | 2–3 weeks |
| Per-user pricing | $24 / rep / mo | Enterprise + Einstein add-on | $45+ / rep / mo |
| Salesforce edition required | Any (incl. Professional) | Enterprise + Einstein | Any |
| Lives inside Salesforce Mobile | Yes | Yes | No |
| Voice-native UX | Yes | No | No |
| Confirms before writing | Yes | Configurable | No |
| Setup work | Install + OAuth | Data Cloud, prompts, agents | Manual macros |
Trust & safety
Your CRM is sacred.
We treat it that way.
Sayforce is a thin layer on top of Salesforce. We don't shadow-write, we don't store a copy of your CRM, and we never write without you tapping confirm.
User confirmation
Every voice command produces a proposal you must explicitly confirm. No auto-apply, no surprises.
Full audit trail
Every action logs the original transcript, AI proposal, your edits, and the resulting API write.
Salesforce permissions
Sayforce inherits Profiles and Permission Sets exactly. If you can't edit it in Salesforce, you can't edit it here.
OAuth-based access
Standard Connected App with refresh-token auth. No passwords, no service accounts, revocable from Setup.
Speech processed in region
Voice transcription stays within your chosen region. Audio is deleted after 24 hours by default.
SOC 2 & HIPAA
SOC 2 Type II audit in progress. HIPAA-ready BAA available on Team and Enterprise plans.
Waitlist
Join the early access program.
We're shipping to a small group of Salesforce-using sales teams. Tell us a bit about you and we'll get you in.
- Free during early access
- 30-minute onboarding call
- Direct line to the founding team
You're on the list.
Thanks — your request has been captured in this production-ready static flow and can be wired to any provider at deploy time.