Building The AI-Native CRM at Day.ai

February 3, 2025
Building Day.ai
AI-Native CRM

I watch a lot of people interact with different AI tools and apps, and over time one thing has become abundantly clear. We're all just trying to make sense of things.

I don’t mean we’re struggling to make sense of what AI can do, or how these new tools and apps work, or how they might fit into our processes (or not). I’m talking about something much more fundamental. 

Every day, we're bombarded with (and let’s be honest — we produce) an overwhelming amount of information and communication. Emails, messages, meetings, documents, conversations – it's endless. We produce it, we consume it, and we’re somehow expected to make sense of it all. 

Too much of our time is spent trying to figure out what — out of all this information stacking up all around us — is signal, and what part is noise. What should we type into our little fields so we can retrieve it later? What parts are important, and what parts are not?

It’s hard. It’s hard to find the time to sort through all the information we swim in. It’s hard to decide what matters. Hard to prioritize what to do next.

And the stakes are even higher when you're trying to grow, or trying to get a new business off the ground. You simply can't afford not to figure this out.

We’re building Day.ai because we think we can help.

The Real Problem Isn't Information Overload

We talk a lot about information overload, but that's not really the problem, is it? The real challenge is how to make sense of it all.

Think about a typical workday:

  • You have fragments of important conversations scattered across different platforms
  • There's critical context hiding in your email threads
  • Key insights are buried in your meeting transcripts
  • Valuable relationships are managed through a patchwork of tools

The problem isn't that you have too much information. It's that you can't readily see how it all fits together. It’s hard to see clearly any pattern in all these scraps of information littering the landscape. It’s harder still to find the time we need to do all this deep, thoughtful work.

We don't need more data. We need to understand what our data is telling us.

What Traditional CRM Gets Wrong

Most CRMs today take a mechanical approach to helping you make sense of things. 

  • Create rigid objects, fields and automations for your data
  • Train you to maintain those structures like a codebase
  • Generate reports based on what goes into those fields

But what they miss are all the nuances of the human relationships that lie behind those fields. People don’t fit neatly into predefined boxes. Relationships, histories, conversations, needs — they're fluid, contextual, and constantly evolving.

Think about how you actually process information in real life:

  • You absorb information from multiple contexts
  • You arrange it based on what matters right now
  • You act on what seems most important to do next

This kind of contextual processing of signals and context is something humans usually need a lot of time and energy to do. 

Traditional software has forced humans to think and act like computers. We look at a transcript of a conversation and immediately start thinking about what pieces of that conversation should go into what field. But that approach won’t cut it anymore.

That approach actively carves up our conversations into disparate bits. It divorces each piece of information from its context — creating more fractured bits and pieces of information we later need to pull together somehow. To figure out how it all fits together, and what it means we should do next. To make sense of.

A Different Approach: Making Sense at Every Level

At Day.ai, we're building something fundamentally different. Instead of forcing you to think like a computer, we're building a CRM that thinks more like you do.

This means we help you:

Absorb information naturally

  • Capturing conversations and context automatically: From your video meetings, email, and Slack Connect channels, to start.
  • Understanding relationships as they evolve: Rather than thinking of a person in your CRM as a series of fields, Day.ai understands all of your communications and provides you with clear relationship classifications, summaries, and reasoning.
  • Connecting the dots across different platforms and interactions: Even though you might use different channels or apps to speak or message with prospects and customers, it all comes into a single, shared brain within Day.ai — one that’s constantly up to date and makes sense of everything, automatically.

Arrange it into patterns that make sense

  • Surfacing what's important right now: Rather than needing to build complicated lists from fields and filters, you get a clear, prioritized list of what’s important to do next based on the context from your conversations and instructions to Day.ai.
  • Adapting to your changing context: New questions are always emerging in a growing company. Day.ai makes it easy to simply ask them, rather than requiring you to embark on a whole data architecture project just to create a new report.
  • Maintaining the truth while shifting how it's presented: Day.ai has two fundamental parts. Keeping a “brain trained” on all of the truthful communications your company has had with your prospects and customers. And second, giving you the ability to put that data to work — exactly how you need to — without doing gymnastics. This could be asking a question and getting back thoughtful answers that cite the sources, it could be wanting to track a new process visually and asking Day.ai to arrange the information in a specific context. Think Sales pipeline. But automatic. And smart.

Act on what should happen next

  • Highlighting and prioritizing the next steps you should take: Let’s say you’re working an opportunity — Day.ai understands all of the stakeholders involved: what their roles are, what their attitudes are towards the deal (champion vs skeptic), who the economic buyer is, and so on. Day.ai works with you to make recommendations on the next best step to take to help you get the outcomes you want.
  • Getting you started on taking those steps: Day.ai automatically drafts the right message for you to edit and send, and helps you create any documentation you need to support prospects or customers. Think follow up emails, business cases, and project updates.
  • Maintaining momentum in relationships: Day.ai reminds you to follow up with an eye towards what needs to happen next and get done.
  • Keeping the promises you make: Nothing slips through the cracks, ever again.

We’re setting out to make an AI-native CRM that makes sense. Out of all the context and conversations. Out of the messages and responses. Out of the connections and relationships that make up our day.

We need to stop breaking things up into discrete little bits. Because context, connection, and communication are what matters. It’s what makes human relationships — and therefore businesses — work.

Is it ambitious? Absolutely. But we think it's what we need more of right now.

The Path Forward

We're just at the beginning of this journey, but one thing is clear: The future of CRM isn't about just about sticking some AI onto whatever you’re using today. It's about helping us as humans make more sense of our world.

That means we aim to build tools that:

  • Adapt to how humans actually think and work
  • Surface what matters without overwhelming
  • Guide you without constraining you
  • Empower humans without replacing them

Most importantly, it means helping you answer three critical questions:

  1. What's happened already that I need to know about?
  2. What matters most — to my customers, to my company, to my team — right now?
  3. What should I do next? 

Because at the end of the day, that's what making sense is all about – understanding where you've been, where you are, and where you're going next.

We're building Day.ai to help you answer these questions. Because when you can make sense of what matters, you can focus on what matters next.

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