Day AI-native CRM Tool
What is Day AI: Overview
Day AI is an AI-native CRM (Customer Relationship Management) platform that integrates a meeting assistant, CRM, and knowledge base into a single unified solution. It is designed to bring the voice of the customer into every decision by automatically capturing and organizing meetings, emails, and conversations into structured, actionable data without manual data entry.
Core Features of Day AI Tool
- Conversational System of Record
- Automated Meeting Assistant
- CRM Enrichment on Autopilot
- Natural Language Query Interface
- Automated Follow-ups and Task Management
- Integration with Core Communication Tools
- Privacy-First Architecture
How to Use the Day.ai Tool?
To use the Day.ai tool in short:
- Connect your communication accounts (e.g., Google Workspace, Microsoft 365, Slack) to Day.ai for automatic data capture.
- Schedule or join meetings as usual; Day.ai records, transcribes, and summarizes conversations without manual effort.
- Use the AI assistant to query customer data in natural language and quickly retrieve insights.
- Review automatically generated meeting summaries, action items, and follow-up email drafts.
- Track deals and tasks within the AI-enriched CRM that continuously updates with relevant customer information.
- Leverage the assistant for reminders and follow-ups to keep sales and customer engagement on track.
Day AI’s Use Cases
- Automated Meeting Capture and CRM Updates
- Sales Pipeline Management
- Natural Language Customer Insights
- Follow-up Automation
- Enriching Customer Profiles
- Reducing Admin Work
- Privacy-Focused AI CRM
Ideal Users of Day.ai
- Sales Professionals and Revenue Teams
- Customer Success Teams
- Startups and High-Growth Companies
- Companies with Distributed or Remote Teams
- Businesses Prioritizing Data Privacy
Day AI Pricing
Day AI offers a pricing model that typically requires contacting their sales team for detailed and customized enterprise pricing tailored to company size and needs.
