HubSpot, Salesforce & QuickBooks Live

🔄 Bi-directional Sync

The End of Manual
Data Entry.

A single voice command creates contacts, companies, deals, tasks, and notes across HubSpot and Salesforce while auto-generating Quotes and QuickBooks Invoices. By voice or text, precise execution in 10 seconds. Save 5+ hours every week. It pays for itself from day one.

Start Free Trial Watch Demo

⚡ Takes 30 seconds to connect 🛡️ Secure OAuth setup 🚫 No credit card required

Create a contact for Sarah Jenkin, s.jenkin@nexacorp.com,

+1 (555) 204-8890. Associate with NexaCorp. Note: wants to join Niona!

Done! Contact created, associated with NexaCorp,

and note added successfully. Details below:

Sarah Jenkin CONTACT

Company NexaCorp

Email s.jenkin@nexacorp.com

Phone +1 (555) 204-8890

Note Wants to join Niona!

Voice & Data

New Deal Info

Meeting Notes

Niona AI Processing

Deal Created

Contact Added

HubSpot, Salesforce, QuickBooks
Shopify, Xero & Zoho CRM

The "Old Way" is
Killing Your Momentum

You didn't hire a sales team to perform data entry. Stop letting manual tasks drain your revenue potential.

The "Admin" Trap

Spending Friday afternoons manually logging records into HubSpot or Salesforce instead of closing more sales.

The Lost Details

Critical details from phone calls and meetings are forgotten before they ever make it into the CRM system.

The Mobile Disconnect

Inability to update Deal stages or add notes while driving or walking between client meetings.

Core Engine

One Sentence.
Multiple Creations.

Forget navigating through complex CRM tabs or struggling with general AI chats. Tell Niona what happened. Our engine understands relationships and creates Contacts, Deals, and complex Invoices across HubSpot, Salesforce, and QuickBooks simultaneously.

Voice or Text Command
Auto-detects Associations
Updates Custom Properties
🔄 Two-way HubSpot Sync

Call & Meeting Transcription

Calls & Meetings Transcribed.
CRM Updated.

Upload audio recordings from your sales calls and team meetings. Niona uses enterprise-grade speech recognition to transcribe the audio and automatically extract action items, deal updates, and competitor mentions directly into HubSpot.

Call Recording Uploads
Multi-Speaker Transcription
Automated Meeting Summaries

Accounting AI

Your Books, Managed by
Voice & AI.

Seamlessly integrate with QuickBooks to automate your entire accounting workflow. Generate invoices, record payments, manage bills, and pull financial reports using natural conversation. Skip the manual data entry and let your voice do the work while your books update in real time.

Voice-Powered Invoicing
Estimate-to-Invoice Conversion
Bills, Payments & Expense Tracking

Features

Why Teams Choose Niona

Powerful AI-driven features designed to revolutionize how sales teams interact with their CRM.

AI Voice Intelligence

Convert spoken conversations into structured CRM and financial data with 99% NLP accuracy. Update deals, generate invoices, and capture notes hands-free whether you use HubSpot, Salesforce, or QuickBooks.

Context-Aware Reasoning

Beyond simple dictation. Our AI understands sales context, automatically associating new Contacts to Companies and linking Deals to the right owners without manual input.

High-Velocity Multitasking

Execute complex workflows in seconds. Say "Add Sarah from TechCorp and set a meeting for Tuesday," and watch Niona create the Contact, Company, and Task simultaneously.

Universal Object Control

Complete command over your CRM schema. Manage Standard Objects (Deals, Tickets) and Custom Objects effortlessly. Retrieve Quotes and edit properties instantly via voice or text.

Predictive Sales Analytics

Gain instant visibility into your pipeline. Track deal velocity, forecast revenue, and analyze win rates with real-time dashboards powered by your data interactions.

Enterprise-Grade Security

Built for the modern enterprise. End-to-end encryption, secure password hashing, and industry best practices ensure your sensitive customer data is always protected.

Why Us

Built for Execution, Not Conversation

See why top-performing RevOps teams choose Niona AI over general-purpose chatbots.

Feature	Niona AI	ChatGPT / Claude
Native Quotes & Invoices	✓ Native Support	✕ Cannot generate financial objects
Execution Speed	Instant via Voice or Text	Requires multiple typed prompts
Cross-Platform Sync	✓ Simultaneous (e.g. HubSpot + QuickBooks)	✕ One platform at a time
Primary Function	Action & Data Entry Engine	General Knowledge Chatbot
CRM Object Creation	✓ Contacts, Deals, Tasks, Notes, Companies	✕ No direct CRM write access
Call Transcription to CRM	✓ Upload, transcribe, auto-log	✕ No audio processing
Custom Workflows per Organization	✓ Field configs, pipeline rules, entity templates — your CRM, your rules	✕ Generic prompts, no org-level customization
Duplicate Detection	✓ Built into every create workflow. Auto-searches existing records	✕ No built-in dedup. Users must manually verify
Call Recording → CRM	✓ Upload or record → auto-transcribe → create Contact, Deal, Note	✕ Voice mode exists, but no CRM record pipeline
Email → CRM	✓ Forward email → AI parses → suggests & creates CRM records	✕ No equivalent. Requires manual copy-paste
Purpose	CRM data entry specialist. Features added per organization's request	General-purpose AI. CRM is one of thousands of use cases
CRM Permissions	✓ 45 CRM-specific permissions (e.g. can_create_deals, can_edit_quotes)	✕ General workspace roles only. No CRM-specific controls

The End of Manual
Data Entry.