"How do I import my deals from our CRM?" is one of the first questions teams ask when starting with Day.ai. And at first glance, our answer might surprise you – we deliberately chose to wait to build traditional deal import functionality.
Here's why: working closely with teams transitioning to Day.ai, we discovered a common pattern. Most CRM pipelines are filled with opportunities marked as "active" even after prospects have explicitly said no, while other genuine opportunities never made it into the system because someone got busy and forgot to create them. The problem isn't your team – it's that traditional CRMs make it so tedious to keep everything current that perfect data hygiene becomes practically impossible.
So instead of building yet another way to copy potentially stale data from one system to another, we asked ourselves: how would an AI-native CRM handle this challenge?
The answer starts with recognizing that context – your team's actual conversations – emails, meetings, and messages – are the true source of what's happening with your business relationships.
Introducing Organization Relationships
Enter Organization Relationships — our solution for getting the truth about your business relationships into Day.ai from day one.
Day.ai looks at your complete communication history to create a chain of summarization and reasoning for each organization when you sync your Gmail account. Organization Relationships give your CRM additional context, a blueprint for all of your B2B relationships, which sends ripples throughout all of your interactions. Your meeting notes get written in the perfect format automatically, your action items have better context around your goal state - everything improves downstream from accurate organization relationship types.
Instead of importing individual deals, you can now tag organizations with their fundamental relationships to your business – sales prospects, current customers, partners, vendors or any combination that reflects reality. Day.ai then uses these relationship tags, combined with your complete communication history, to automatically create and maintain accurate opportunities.
Why this approach creates better outcomes
This isn't just another way to organize your CRM data — it's a fundamental shift that delivers multiple benefits:
- Multiple relationship types: Organizations can have multiple relationships (like being both a customer and prospect), giving you a complete view of complex business relationships
- Powerful filtering: Easily view all your current customers, active prospects, or any other relationship type in one place
- Continuous learning: As your team communicates with organizations, Day.ai not only updates relationship tags automatically, but gets smarter about understanding similar patterns in the future
- More accurate pipeline: Day.ai analyzes actual conversations and relationship context to create opportunities, ensuring your pipeline reflects reality rather than just what you typed
- Clear reasoning: Every decision comes with clear explanation of why Day.ai created (or didn't create) an opportunity, making it easy to add missing context
- Rich relationship context: Instead of reducing relationships to simple fields, Day.ai captures the full context of how you know people, how relationships developed, and why they matter
Getting started
Organization Relationships is now available for all Day.ai users.
This is just the beginning – as you use Day.ai, it continuously learns from your team's communications to maintain these relationships automatically, creating an ever-improving understanding of your business relationships.
💙 The Day.ai Team