Top Salesforce AI Voice Assistants to Convert Voice to Text

How Salesforce AI Voice Assistants Turn Speech Into CRM Data

After a sales call, customer visit, or service conversation, users often need to transfer what was discussed into Salesforce. That may involve writing notes, updating fields, creating tasks, or documenting follow-up actions. Salesforce’s 2026 State of Sales found that sales representatives spend only 40% of an average workweek selling, while 60% goes to other activities. Manual data entry alone accounts for 13% of their time, which helps explain the interest in tools that can capture customer information without additional typing. 

Salesforce AI voice tools provide another option: users can speak instead of typing, or let an application process voice input and convert the relevant information into text or structured CRM data.

The applications in this article cover several related workflows:

• Voice notes and dictation: Some tools convert spoken input into transcripts, visit reports, tasks, record updates, or other structured Salesforce data.
• Voice-driven CRM updates and transcription: Some tools use speech recognition to populate Salesforce fields, while others use Salesforce voice transcription to turn voice conversations into text or structured CRM data.

The selected voice AI tools that connect with Salesforce focus primarily on reducing manual CRM entry through speech. Some are designed for field sales and mobile voice capture, while others use speech recognition to update Salesforce fields or transcribe live AI voice conversations.

Many of these tools can also be considered sales productivity apps because they reduce manual CRM administration and help teams capture customer interaction data in a structured form.

How Voice AI Tools That Integrate with Salesforce Were Selected

I reviewed Salesforce AgentExchange listings to identify apps that use voice or audio in Salesforce workflows. The selection focuses on voice-to-text, dictation, and transcription tools that convert spoken input into text or structured Salesforce data. 

I focused on a two main criteria:

• Voice must play a meaningful role. I prioritized apps that use spoken input, voice notes, audio messages, or live voice conversations as a core part of their workflow.
• Voice-to-text and CRM data capture. For this article, voice AI tools integration with Salesforce means that spoken input can be turned into transcripts, structured Salesforce data, record updates, summaries, or tasks.

I excluded broader Salesforce call center software when voice-to-text, dictation, or transcription was only a secondary feature.

1. Outloud: Salesforce Voice to Text, AI Transcription & Translation

Overview:

Outloud, by Robin Consulting, is an AI voice-to-text assistant for Salesforce that converts spoken input into transcribed notes and Salesforce actions. This solution is designed around a voice to text Salesforce workflow: spoken input becomes a transcript, while supported commands can update fields or create tasks.

Users can record voice notes on standard or custom Salesforce objects, including Leads, Contacts, Opportunities, and Cases, and access the app on desktop or through the Salesforce mobile app. Voice notes are saved as both audio and text, so users can listen to the original recording or review the transcription.

Outloud can recognize actionable requests in natural speech, such as updating a Salesforce field or creating a task. Suggested actions appear for confirmation before Outloud applies any changes in Salesforce. Transcription and translation support 57 languages, and the app requires an OpenAI API key for transcription, translation, and command recognition.

Key Features:

• AI speech-to-text for converting spoken input into Salesforce text and CRM data.
• Voice notes on standard and custom Salesforce records, saved as both audio and text.
• Voice command detection for updating fields and creating tasks, with user confirmation before execution.
• Salesforce mobile app support for recording, relating, and accessing voice notes.
• Automatic and on-demand translation, with support for 57 languages.
• Voice notes recorded from Salesforce Home can be linked to a selected record.
• Related Voice Notes component for playback, transcript review, translation, and note management.

Benefits:

• Reduces manual typing when users need to capture meeting details, update records, or create follow-up tasks.
• Keeps the original audio and its transcription together in Salesforce for later review.
• Lets users turn spoken instructions into Salesforce record updates after reviewing and approving the detected actions.
• Supports mobile voice capture for sales and service users working away from a desktop.
• Helps multilingual teams review voice notes in different supported languages.

Pricing: $9 USD/user/month or $99 USD/user/year. A 7-day free trial is available without a credit card. An OpenAI API key is required for transcription, translation, and command recognition. OpenAI charges are based on note length and are typically under a few cents per note, adding only a small usage-based cost.

Rating: ⭐⭐⭐⭐⭐ 5.0 (3+ reviews)

Link: Outloud: Salesforce Voice to Text, AI Transcription & Translation on AgentExchange

2. Rollio AI – tap, text and speak to Salesforce using human language

Overview:

Rollio AI, by Rollio.ai, is a voice and text interface for Salesforce designed for sales and customer service users. The app uses speech recognition to populate Salesforce fields from spoken input and allows users to interact with Salesforce through voice, text, or guided data entry.

Rollio can be used through a standalone mobile app, the Salesforce mobile app, or a Chrome browser extension. Its robotic process automation (RPA) engine can prompt users to update Salesforce data and suggest next actions, while Rollio Studio allows organizations to configure Flows and alerts, define company-specific language, and work with standard and custom Salesforce objects without coding.

Key Features:

• Voice and text input for updating Salesforce.
• Speech recognition for populating Salesforce fields from spoken input.
• Guided data entry for Salesforce users.
• Prompts for missing or outdated CRM data.
• Intelligent alerts and suggested next actions.
• Rollio Studio for configuring Flows, alerts, and company-specific language without coding.
• Support for Salesforce standard and custom objects.

Benefits:

• Reduces manual CRM data entry by letting sales and customer service users update Salesforce through voice or text.
• Helps users keep Salesforce fields current by prompting for missing or outdated information.
• Supports mobile and desktop workflows through the Salesforce mobile app, a standalone mobile app, and a Chrome browser extension.

Pricing: Starts at $60 USD/user/month. Discounts are available for nonprofits, and volume-seat pricing is available on request.

Rating: ⭐⭐⭐⭐⭐ 4.8 (10+ reviews)

Link: Rollio AI – tap, text and speak to Salesforce using human language on AgentExchange

3. Salesforce Visit Reporting AI-Copilot

Overview:

Salesforce Visit Reporting AI-Copilot, by IBS Technology GmbH, is a Salesforce-native AI assistant for sales representatives who need to prepare for and document customer visits. The app processes natural voice input and converts it into structured information such as meeting summaries, highlights, tasks, topics, participant details, visit goals, and sentiment analysis.

Sales representatives can use the app before meetings to prepare visits or after meetings to create structured visit reports. It works natively in the Salesforce mobile app, supporting voice-based reporting while users are away from their desks.

Key Features:

• Natural voice input for preparing and documenting customer visits.
• AI-generated structured visit reports.
• Extraction of meeting summaries, highlights, tasks, topics, participant details, and visit goals from voice input.
• Sentiment analysis of meeting information.
• AI-guided visit planning and reporting.
• Contact prioritization and activity management.
• Salesforce-native design with support for the Salesforce mobile app.
• One-click visit planning.

Benefits:

• Reduces manual data entry when sales representatives prepare or document customer visits.
• Supports a Salesforce mobile app voice to text workflow for representatives documenting visits away from a desktop.
• Converts spoken meeting information into structured visit reports, including summaries, highlights, tasks, topics, participant details, and visit goals.
• Helps representatives prepare for upcoming customer visits and capture post-meeting details in Salesforce. 

Pricing: €39 EUR/user/month. A 7-day free trial is available.

Rating: ⭐⭐⭐⭐⭐ 5.0 (15+ reviews)

Link: Salesforce Visit Reporting AI-Copilot on AgentExchange

4. VoiceLine – All-in-One AI assistant for field sales teams

Overview:

VoiceLine, by VoiceLine GmbH, is a mobile AI voice assistant for field sales representatives. Users can speak to the assistant while commuting or provide voice notes to create visit reports, manage tasks, and receive briefings about upcoming customer visits. The app converts spoken information into structured output that can be transferred directly to CRM.

VoiceLine also includes market analytics that centralizes information captured through the voice assistants. Sales organizations can use this collected information to identify competitive activity, product quality issues, and other market signals, then create initiatives that assistants can remind representatives about during future calls.

Key Features:

• AI voice assistant designed for field sales representatives.
• Voice-based creation of visit reports and management of sales tasks.
• Briefings about upcoming customer visits.
• Structured output sent directly to CRM.
• Mobile access for working while commuting.
• Market analytics based on information captured and shared with voice assistants.
• Identification of market trends, competitive movements, product quality issues, and other market signals.
• Support for iOS and Android.

Benefits:

• Reduces time spent on administrative CRM tasks by allowing field sales representatives to provide information by voice.
• Helps representatives capture sales information while traveling between customer visits.
• Works as a voice AI for sales that connects to Salesforce by turning spoken input into structured CRM data.
• Gives sales organizations a centralized view of market information collected by their field teams. 

Pricing: Core Plan: €1,490 EUR/company/month. Flexible add-ons are available as organizations expand their use of the product.

Rating: No Ratings

Link: VoiceLine – All-in-One AI assistant for field sales teams on AgentExchange

5. AI Business Card Scanner, Voice Notes and Mobile Lead Capture for Salesforce

Overview:

AI Business Card Scanner, Voice Notes and Mobile Lead Capture for Salesforce, by Seamlessly, is a mobile app for capturing contact information and meeting follow-ups in Salesforce. Users can scan business cards, conference badges, email signatures, screens, or LinkedIn profiles to create Leads, Contacts, and Accounts, while voice notes can be transcribed and analyzed by AI to create tasks, follow-ups, and Salesforce records.

The app runs on iOS and Android and connects directly to Salesforce. It reads the user’s Salesforce objects, fields, page layouts, and permissions automatically, while records and tasks stay synchronized with Salesforce.

Key Features:

• AI-powered voice notes that transcribe spoken input and extract details for Salesforce.
• Creation of tasks, follow-ups, and records from voice notes.
• AI scanning of business cards, badges, email signatures, screens, and LinkedIn profiles.
• Automatic creation of Leads, Contacts, and Accounts from scanned information.
• Synchronization with Salesforce RecentlyViewed and Salesforce tasks.
• Mobile access to Leads, Contacts, Accounts, and Opportunities, including related records and fields.
• Support for Salesforce page layouts and field-level security.
• Native iOS and Android apps with Salesforce sign-in.

Benefits:

• Reduces manual data entry after meetings, calls, conferences, and other sales interactions.
• Converts spoken notes into structured Salesforce tasks, follow-ups, and records.
• Helps sales representatives capture new contacts and meeting details while working away from a desktop.
• Keeps mobile records, recent items, and tasks synchronized with Salesforce.

Pricing: A free plan is available but excludes Scan and Speak features. The Professional plan costs $120 USD/user/year plus prepaid AI credits, and a 14-day trial provides full access. Discounts are available for nonprofits.

Rating: ⭐⭐⭐⭐⭐ 5.0 (8+ reviews)

Link: AI Business Card Scanner, Voice Notes and Mobile Lead Capture for Salesforce on AgentExchange

6. Action:AI for Salesforce – AI-powered Automated Actions and Assistant

Overview:

Action:AI for Salesforce, by Re:Source, is an AI-powered Salesforce app for automating actions, assisting users, analyzing content, and managing records. It uses OpenAI’s GPT technology to provide context-aware conversations within Salesforce, allowing users to obtain information, make decisions, and execute predefined actions.

For voice-based workflows, Action:AI can process audio messages, transcribe spoken content, interpret voice commands, and trigger actions from audio inputs. The app also includes AI-driven record search and editing, content generation, and automated processing of inbound emails, data, and documents.

Key Features:

• Speech-to-text technology for transcribing spoken content.
• Voice command interpretation and action triggering from audio inputs.
• Context-aware AI assistant powered by OpenAI GPT technology.
• AI-driven Salesforce record search.
• AI-driven record editing.
• Automated actions based on AI analysis.
• Analysis of inbound emails, data, and documents.
• Custom AI email handlers for identifying context and intent.
• AI-powered content generation and workflow automation.

Benefits:

• Enables hands-free Salesforce interactions through audio messages and voice commands.
• Converts spoken input into text and actionable Salesforce instructions.
• Reduces manual work by automating actions based on AI analysis.
• Combines conversational assistance, record management, and process automation within Salesforce.

Pricing: Base plan: $4.53 USD/user/month. Pro plan: $15.69 USD/user/month. A 14-day free trial is available. Discounts are available for nonprofits.

Rating: No Ratings

Link: Action:AI for Salesforce – AI-powered Automated Actions and Assistant on AgentExchange

7. Girik Voice AI Agent – Voice Automation | Agentforce

Overview:

Girik Voice AI Agent – Voice Automation | Agentforce, by Girikon AI, is a Salesforce-native AI voice agent built around GirikCTI and Agentforce. It manages inbound and outbound calls, qualifies leads, captures customer intent and sentiment, updates Salesforce fields, and automates follow-ups and reminders.

The app automatically transcribes conversations in real time, translates them when needed, and logs transcripts and interaction data in Salesforce. It can also perform guided actions during calls, update Salesforce records, and trigger Flows based on AI call activity.

Key Features:

• Real-time transcription of AI voice conversations.
• Automatic translation for multilingual calls.
• AI Voice Agents for inbound and outbound calling.
• Lead qualification, intake capture, reminders, and account updates.
• Real-time Salesforce record updates during conversations.
• Sentiment analysis and AI-generated call insights.
• Guided self-service for balance checks, service requests, updates, and confirmations.
• Salesforce-native integration with GirikCTI and Agentforce.
• Omnichannel communication across voice, SMS, WhatsApp, and web chat.
• Salesforce Flow automation triggered by AI call activity.

Benefits:

• Converts customer conversations into transcripts and structured Salesforce information automatically.
• Reduces manual call documentation by logging conversations and updating CRM fields during interactions.
• Supports multilingual customer communication with transcription and translation.
• Automates follow-ups, reminders, record updates, and other Salesforce actions based on AI voice interactions.

Pricing: Basic Enterprise Plan: $5 USD/user/month. A 7-day free trial is available. Discounts are available for nonprofits.

Rating: ⭐⭐⭐⭐⭐ 5.0 (5+ reviews)

Link: Girik Voice AI Agent – Voice Automation | Agentforce on AgentExchange

How to Choose the Best Voice AI for Salesforce CRM

The right product depends on what you want Salesforce to receive from spoken input. Outloud and Rollio AI support direct voice-driven CRM updates. Salesforce Visit Reporting AI-Copilot and VoiceLine focus on structured field-sales reporting, while AI Business Card Scanner, Voice Notes and Mobile Lead Capture for Salesforce combines mobile voice notes with lead capture. Action:AI turns audio input into text and Salesforce actions. Girik Voice AI Agent represents a different use case: it transcribes AI-led customer calls and writes the resulting information to Salesforce.

When deciding what voice AI tools integrate with Salesforce for your organization, consider where users capture their voice input and what the app needs to write back to CRM. A field-sales team may prioritize mobile dictation and structured visit reports, while another team may need voice notes converted into CRM updates, direct field updates from speech, or real-time transcription of AI voice conversations. 

Teams that capture phone conversations should also check whether VoIP integration with Salesforce is required for their transcription workflow.

Pricing also varies across the list, including per-user subscriptions, free plans with paid features, company-level pricing, and usage-based credits. AgentExchange ratings provide useful information, even though several relevant products currently have few or no reviews.

Quick Recap: Which Salesforce Voice to Text Workflow Fits Your Team?

Here is a quick recap of the voice AI tools integrations with Salesforce covered in this article and the workflows they support:

• Outloud by Robin Consulting – Voice-to-text assistant for recording Salesforce voice notes, keeping audio and transcripts together, and using spoken commands to update fields or create tasks.
• Rollio AI by Rollio.ai – Voice and text interface for Salesforce that uses speech recognition to populate CRM fields, supports guided data entry, and works across mobile and desktop workflows.
• Salesforce Visit Reporting AI-Copilot by IBS Technology GmbH – Mobile voice assistant for preparing customer visits and turning spoken input into structured visit reports.
• VoiceLine by VoiceLine GmbH – Field-sales voice assistant for visit reports, task management, customer briefings, and structured CRM output.
• AI Business Card Scanner, Voice Notes and Mobile Lead Capture for Salesforce by Seamlessly – Mobile app that combines contact scanning with AI-transcribed voice notes for tasks, follow-ups, and Salesforce records.
• Action:AI for Salesforce by Re:Source – AI assistant that transcribes audio, interprets voice commands, and can trigger Salesforce actions.
• Girik Voice AI Agent by Girikon AI – Agentforce-based AI voice agent for inbound and outbound calls, with real-time transcription, translation, Salesforce updates, and automated follow-ups.

Start by matching the app to the workflow. The number of AI features comes second. Determine whether your team needs dictated notes, direct CRM field updates, field visit reporting, mobile voice capture, or transcription of AI voice conversations, then compare how each option turns spoken information into useful Salesforce data.

Mykhailo Radchenko

Mykhailo is a Salesforce Certified Platform Administrator with development experience in the fintech field. Since 2021, he has gained the Double Star Ranger rank on the Salesforce Trailhead education platform, where he acquired 26 Superbadges in Business Administration, Process Automation, Security, and more. With a decade of expertise in consulting and compliance, he aspires to translate complex technical concepts into accessible content, helping organizations make the most of Salesforce. Mykhailo is passionate about using technology for everyday needs, enjoys reading sci-fi and non-fiction books, and playing video games. He also has an interest in history and outdoor activities such as hiking, camping, and kayaking.