Built for accountants & advisers
Heyvo answers the calls nobody gets to, transcribes the ones your team takes, and files the summary, booking & actions into your CRM, notes & calendar. Built for solo operators & teams.
Works with the tools you already use
Three ways to use it
Simplicity is core to everything we do. Three solutions, one setup, and nothing you'd never use.
Answers enquiries, books appointments straight into your system, and writes the whole call up for you.
Sits on the call, captures what was said, and turns it into a summary with the actions pulled out.
Captures who rang, what they need and exactly when to call back, as a structured note rather than a voicemail to sit through.
Integrated with your existing business tools. Add-ons available on any of them: SMS, IVR (press 1 for…), WhatsApp and more.
No new phone system
Keep your number, keep your carrier. Works with all business tools from spreadsheets to large CRMs and PMS platforms.
No new phone system, no migration. Low-friction setup, live in days.
Information flow
Every call is captured and summarised with actions in three places at once, so nobody has to remember to write anything down.
Calls are transcribed, not recorded, and transcription can be switched on or off at the push of a button.
Recording, transcript, summary and the action taken, on every call your business handles.
Bookings, reschedules and cancellations written straight in, on the right practitioner or staff diary.
Notes filed against the customer record, with follow-ups created so nothing sits waiting.
Caller asked for a physio appointment after work. Offered Thursday 4pm and Friday 10am, booked Thursday with Dr Blair. First visit, no ACC claim.
What clients are seeing
From businesses like yours
Reviewed on GoogleVerified customer reviews
"Our customers are increasingly appreciating being able to reschedule in their own time, rather than waiting for a call back or playing telephone tag."
"Between back-to-back classes we couldn't get to the phone. Now every enquiry is answered and new customers are booked into a trial before they've hung up."
"Phone admin used to eat into our day, with tastings, tours and private events all coming through at once. Heyvo's cut that right back."
Add-ons
Same setup, same dashboard, no extra admin. Most clients start with the phone and add from here.
Confirmations, reminders and follow-ups sent automatically after the call.
The same assistant, wherever your customers already message you.
Calls sorted by intent and urgency, then sent to the right person.
Press 1 for bookings, 2 for accounts. Routed before Heyvo picks up.
Reminders, rebookings and database follow-ups, made for you.
Every call timed against the client and matter, so nothing is lost.
Answers website enquiries in real time and books straight in.
Inbound email read, answered and logged on the same record.
Getting started
We map your calls, your booking rules and the jobs your team does by hand, then build you a live demo before you commit to anything.
Heyvo sits on your current number and carrier, wired into your CRM or practice software. Nothing gets replaced.
We listen back, tune the wording and adjust the flows as your business changes. You're not left to work it out alone.
Who's using it
From a single operator to a busy multi-person team.
Everything you need to stop losing calls, with room to grow.
Common questions
No. Calls are transcribed, not recorded, and the transcript is what feeds your summary. Transcription can be switched on or off at the push of a button, per assistant or across the board.
No. Heyvo sits on the number and carrier you already use, whether that's a mobile, a front-desk handset or a full VOIP setup. Nothing gets ripped out or migrated.
Transcripts and summaries are stored against your account only, never shared between clients, and never used to train third-party models. Data is held in line with the NZ Privacy Act and Australian Privacy Principles, and you can delete any record from your dashboard.
Heyvo transfers live where someone's free, or takes a structured callback request with the reason and their availability noted, so whoever picks it up already has the context.
Most clients are live within days. We map your call flows and booking rules, connect your CRM or practice software, and test it before a single real caller hears it.
A short discovery session to work through how Heyvo can help your business, and where we can tailor for your specific needs.
Free month to try it · Cost-saving guaranteeiWe'll refund your month's subscription if you don't save time or costs using Heyvo.