Day.ai – An AI-native CRM tool that automatically extracts customer information to create a CRM system

What is Day.ai?

Day.ai is an AI-native CRM platform founded by former HubSpot executives. Leveraging AI technology, it automatically extracts information from emails and video calls to build a comprehensive customer relationship management system. Its core features include an AI-powered meeting assistant that generates meeting notes, follow-up emails, and reminders; a relationship-centered CRM that auto-updates contacts and interaction history; automated pipeline management that adjusts deal stages and provides sales forecasts based on meeting outcomes; and a customer-centric knowledge base that supports insight capture and decision-making.

Key Features of Day.ai

• Automated Data Collection: Automatically extracts customer information from emails, video meetings, and public data sources like LinkedIn, significantly reducing manual data entry.

• Smart Customer Profiles: Combines data from multiple sources to generate detailed customer profiles, enabling personalized marketing and communication strategies.

• Integrated Meeting Assistant: Acts as a smart assistant in meetings by capturing key points, automatically generating notes and follow-up emails, updating the sales pipeline, and creating shareable clips of key moments for the team.

• Unified Knowledge Base: Centralizes customer information storage, allowing teams to quickly access and share critical data.

• AI-Driven Insights: Analyzes customer data to provide predictive insights and actionable recommendations, helping businesses better understand customer needs and optimize decision-making.

• Seamless Integrations: Works effortlessly with popular tools like Gmail, Teams, Google Meet, and Zoom, improving overall productivity.

• Team Collaboration Support: Offers unlimited private team environments and role-based access permissions to ensure data security and effective collaboration.

Day.ai Official Website

• Website: https://day.ai

Application Scenarios of Day.ai

• Sales Team Productivity: Sales teams can leverage Day.ai’s automated meeting notes and follow-up features to save time on manual documentation and focus more on engaging with customers, ultimately improving conversion rates.

• Lead Management and Conversion: With automated pipeline management, Day.ai can update deal stages based on meeting outcomes, helping sales teams better track and convert leads.

• Precision Marketing: By analyzing customer data, Day.ai offers deep customer insights, enabling marketing teams to craft more effective and targeted campaigns.

• Personalized Customer Service: Customer success managers can use Day.ai to track customer interactions and preferences, delivering more proactive and tailored services to boost satisfaction and loyalty.

• Real-Time Customer Support: Day.ai’s intelligent customer service features respond to client needs in real time, ensuring timely issue resolution and enhancing the customer experience.