The slowest part of a sales call is what comes after it — typing the recap into Salesforce while the details are already fading. With Clavio you just talk: the moment you hang up, click into the call’s activity, say what happened, and your notes land in the field written out. A formal polish shapes your two-minute recap into the clean, on-the-record wording an account history deserves, and nothing is saved on its own — Clavio fills each field and waits, so you read it back and click Log yourself. The same voice writes your follow-up email, your next task, and your Slack update, so the whole CRM becomes something you say, not type.
Start talking with a wake word or hotkey — right in the field
Salesforce lives in your browser, so there’s no app name to speak to — you give Clavio a wake word or a hotkey and use whichever feels natural. Click into the Log a Call comments, a New Task’s subject, or an opportunity note, say your wake word (nothing to hold down) or tap your key once, and start talking. The text lands where your cursor already is. There’s no separate window to open and nothing to press while you speak — you say the field out loud and watch it fill, then move to the next one with a click or a tap of Tab and keep going. One activity, dictated field by field, without reaching for the mouse to type.
A formal tone, because the record outlives the call
An activity in Salesforce outlasts the moment you logged it — your manager reads it in the pipeline review, the teammate who covers the account next quarter reads it before their first call, future-you reads it ahead of the renewal. So keep Clavio on a formal polish for Salesforce: it clears out the “um,” the “so basically,” and the false starts, and shapes your speech into precise, professional wording that reads like a well-kept account note, without changing what you meant. You recap the call loosely out loud and a clean, structured record is what lands in the field. Add your account names, product names, stage names, and the terms your team lives in to Clavio’s dictionary, and “Acme Corp,” “Enterprise tier,” and “Closed Won” come through spelled right every time.
Log the call the moment you hang up, while it’s fresh
What makes dictating into Salesforce feel different is timing. The best call notes are the ones you capture in the sixty seconds after the call, while you still remember the objection, the number they floated, and the name of the person who signs off. Typing all that is the tax that makes reps put it off until end of day, when half the detail is gone. Talking is fast enough to do it now: hang up, say the recap out loud — what was discussed, what they committed to, the next step and its date — and it’s a clean written activity before you’ve opened the next tab. Say “new line” between the follow-up actions so each lands on its own row. Because you’re populating fields, keep auto-send off: Clavio types into whichever box holds the cursor and stops there, so a stray pause never saves the activity early. A two-minute recap becomes a record the whole account team can read.
One voice for the whole account — emails, tasks, Slack
The activity is only the start of the follow-through. Dictate the follow-up email straight into Gmail or Outlook while you’re still holding the thread; speak the next task into Salesforce so nothing slips before the renewal; when you flag the deal to your manager, switch to Slack and say it in a casual tone. Clavio remembers the tone per app, so the same wake word carries you from a formal CRM record to a warm client email to a quick channel ping — and because it only answers to your voice, a colleague on a call at the next desk never sets it off. One voice runs the whole account: you log it, follow up, and move the deal without typing a word of it.
Recommended Clavio settings for Salesforce
| Setting | Recommended | Why |
|---|---|---|
| Activation | Wake word or hotkey | Salesforce has no name to talk to, so trigger with a wake word or a single key — cursor in the field, then just speak. |
| Polish level | Formal | Activities are read by your manager and the account team and stay on the record — a formal polish clears filler and shapes precise, professional wording without changing your meaning. |
| Auto-send | Off | You’re populating CRM fields, not sending. Clavio fills each field and waits, so no stray pause saves the activity before you’re ready. |
| Personal dictionary | Add accounts and products | Keeps account names, product names, and stage names — Acme Corp, Enterprise tier, Closed Won — spelled right instead of guessed at. |
| Spoken line breaks | Say “new line” | Next steps want to be a list — say “new line” between follow-up actions and each drops onto its own row in the activity, no reaching for Enter. |
Log your Salesforce calls by voice with Clavio
Clavio is an AI dictation app for Mac. It sits in your menu bar and types finished text wherever your cursor is — the Log a Call comments, a New Task, an opportunity note, your follow-up email, Slack. For Salesforce you set a formal polish so every activity reads like a clean CRM record, and keep auto-send off so nothing is saved until you click Log. A personal dictionary keeps your account and product names intact, and an on-device voiceprint means only your voice sets it off. Free to try: 3,000 words a month, no card, macOS 14+ on Apple Silicon. Pro is £12/month for unlimited.
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Common questions
Does Salesforce have its own voice input?
Salesforce has no built-in voice typing for its fields. Your Mac has a dictation feature you can switch on, but it drops raw words into the box with no cleanup and no sense that it’s filling a CRM record. Clavio adds a formal polish so the activity reads like a proper account note, keeps your account and product names straight, and leaves the Log button to you — so the record comes out ready to save, not raw.
Can I log a whole Salesforce call hands-free?
Yes. The moment you hang up, click into the call’s activity, say your wake word — nothing to hold down — and speak the recap, then tab to the next field and keep talking. Auto-send stays off, so Clavio fills each box and waits. You read the record back and click Log yourself, without typing a single word of it.
Will it reword my notes or mangle account and product names?
A formal polish tidies filler and shapes your sentences into clean record wording without changing what you meant. To keep names exact, add your accounts, product names, and stage names to Clavio’s dictionary — then “Acme Corp,” “Enterprise tier,” and “Closed Won” come through spelled right instead of guessed at.
Why dictate call notes instead of typing them?
Because the best notes are the ones you capture in the sixty seconds after the call, while the objection, the number, and the next step are still fresh — and talking is fast enough to do it right then. Typing that recap is the tax that makes reps put it off until the details fade. Say it out loud and a clean activity is logged before you open the next tab.
Can I use the same voice across the whole account?
Yes — that’s the reason to use a system-wide app instead of one box. Clavio types into the Log a Call comments and task fields, then your follow-up email, Slack, and everywhere else the same way, and remembers the tone per app: formal for the CRM record, warm for the client email, casual for chat. One wake word carries the whole account loop.