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What does it do?

  • Customer Relationship Management
  • Meeting Assistant
  • Pipeline Management
  • Knowledge Base
  • Team Collaboration

How is it used?

  • Web app automates CRM by syncing emails
  • recording meetings.
  • 1. Access web app
  • 2. Sync contacts
  • 3. Record meetings
See more

Who is it good for?

  • Researchers
  • Sales Professionals
  • Customer Success Teams
  • Founders
  • Recruiters

Details & Features

  • Made By

    Day.ai
  • Released On

    2023-10-24

Day.ai is an AI-native Customer Relationship Management (CRM) platform that automates the capture, organization, analysis, and sharing of customer conversations. This software simplifies and enhances the CRM experience by integrating artificial intelligence into every aspect of customer relationship management, eliminating manual data entry and fostering business growth.

Key features:

- People Relationship-focused Meeting Assistant: Generates human-quality meeting notes automatically, provides perfect relationship recall, auto-generates follow-up emails with meeting highlights, centralizes contact and relationship history, and sets follow-up reminders.
- Automatically-organized CRM (Pipelines): Updates pipeline following successful meetings, aligns team members with shared pipeline updates, moves deals forward upon task completion, and generates automatic forecasts.
- Customer-centric Knowledge Base (Pages): Communicates trends and patterns from conversations, prioritizes tasks based on customer feedback, facilitates collaboration with prospects and customers, organizes marketing assets, and creates documentation from repetitive inquiries.
- Collaboration Tools: Offers unlimited private team environments, role-based access control (RBAC) for field-level permissions, and compliance with SOC 2 Type 1 standards.

How it works:
1. Users connect their Google Accounts to sync contacts and emails.
2. The platform integrates with video conferencing tools to record meetings.
3. AI automatically generates meeting notes, action items, and follow-ups in a human tone.
4. The CRM is automatically organized without manual input.

Integrations:
Google Accounts (Gmail Contacts & Email), Zoom, Meet, Teams

Use of AI:
Day.ai leverages generative artificial intelligence to automate various aspects of customer relationship management. The AI generates meeting notes, action items, and CRM updates in a human-like tone, streamlining workflow and enhancing productivity.

AI foundation model:
The platform utilizes advanced generative AI technologies, including sophisticated natural language processing and understanding algorithms. The specific AI foundation model or Large Language Model (LLM) is not explicitly mentioned.

Target users:
- Founders
- Sales professionals
- Customer success teams
- Researchers
- Recruiters

How to access:
Day.ai is available as a web application. It offers a free tier for basic access and a Pro tier at $40 per user per month, which includes a 30-day free trial and additional features.

  • Supported ecosystems
    Workday, Gmail, Google, Google Calendar, Zoom, Google Meet, Microsoft Teams, Microsoft, Google, Zoom, Microsoft
  • What does it do?
    Customer Relationship Management, Meeting Assistant, Pipeline Management, Knowledge Base, Team Collaboration
  • Who is it good for?
    Researchers, Sales Professionals, Customer Success Teams, Founders, Recruiters

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