# Day AI, Inc.
*Also known as Day AI*

- Website: https://day.ai
- Agent profile: https://directory.haycion.ai/agents/day-ai

> AI-powered CRM centered on customer memory and context to help teams manage relationships and automate work.

Day AI is a software company delivering an AI-powered CRM platform centered on customer memory and relationship intelligence. The company aims to help teams—across sales, marketing, and customer success—build deeper, more efficient relationships by automatically capturing every interaction and organizing it into a living, searchable memory. Its approach uses a context graph that connects people, companies, deals, and conversations so an agent can access related context and take action across tools without manual data entry. Day AI emphasizes security, governance, and privacy, and offers connectors to integrate with existing workflows and software. The mission is to finish the job software started years ago by turning relationship data into actionable insight that scales with teams as they grow.

**Mission:** To reinvent how organizations manage customer relationships by building a living memory of interactions that enables fast, trustworthy collaboration and automated workflows.

## Products & Services

### [CRMx](https://day.ai/crmx)
*Platform*
CRMx enhances customer relationships through AI-powered memory and automation.

- **AI Agents in CRM** — Streamline Tasks with Agents
- **Customer Memory and Context Graph** — Build Deep Contextual Knowledge
- **Access CRM Data** — Query CRM Data Seamlessly
- **Open MCP Standard** — Utilize Open Standards
- **Real-time Data Access** — Access Data Instantly
- **Agent Platform with Built-in Skills and Training** — Automate Tasks Efficiently
- **Memory-Driven Understanding** — Contextual Action Taking
- **Background task guardrails** — Automate Safely
- **Meeting Transcription** — Effortlessly Capture Meeting Insights
- **OAuth-Secured Authentication** — Secure Your Data
- **Update Records and Execute Tools** — Automate CRM Tasks
- **Personalized Agent Behavior** — Tailored User Experience
- **Admin governance** — Manage Agents Effectively
- **Unified GTM work surface** — Enhance Collaboration
- **Real-time insights** — Access Historical Context
- **Pipeline Automation** — Enhance Workflow Efficiency
- **Relationship Intelligence** — Make Informed Decisions
- **Cross-client Compatibility** — Integrate Across Platforms
- **Workspace Automation** — Seamlessly Integrate Workflows
- **Analytics and Evaluation** — Measure Results Accurately
- **Granular permissions and compliance** — Control Data Access
- **Skill scheduling** — Automate Agent Skills
- **Skills and Automation** — Automate Repetitive Tasks
- **Real-Time Task Execution** — Ensure Timely Execution
- **Integrations** — Seamless Workflow Integration

## Market Segments

- **AI-enabled CRM and sales engagement** (market size $40.8B, CAGR 32.9%): Customer relationship and sales engagement offerings that use AI to automate lead qualification, outreach, chat-based engagement, and analytics to improve sales productivity and support.
- **Conversation intelligence** (market size $27.4B, CAGR 8.2%): Capabilities that record, transcribe, and analyze sales conversations to surface insights, objections, next steps, and coaching signals for sales and enablement teams.
- **Sales automation and workflow orchestration** (market size $20.0B, CAGR 11%): Automation of multichannel sequences, follow-ups, AI copilots, and workflow orchestration to accelerate outreach and reduce manual tasks.
- **Semantic graph and persistent memory platforms** (market size $3.5B, CAGR 25%): Systems that provide a shared semantic graph or persistent memory layer to maintain context, state, and governance across an agent fleet, improving coherence, personalization, and auditability.

## Ideal Customer Profiles

### Growth-Stage B2B SaaS Companies
Growth-stage B2B SaaS firms seeking scalable relationship intelligence for sales, marketing, and customer success.
- Industry: Technology and SaaS
- Geography: North America, Europe
- Pain points: Fragmented customer data across tools; manual data entry; difficulty scaling relationship context; disconnected go-to-market workflows.
- Business goals: Increase win rates; shorten sales cycles; improve customer retention and expansion.
- Positioning: A memory-driven CRM enhances relationship intelligence for growth-stage B2B SaaS teams by unifying interactions, automating pipelines, and enabling cross-tool actions with governed access.

#### Persona: Head Of Revenue Operations
- Needs: Unified, up-to-date customer context; automation of repetitive tasks; reliable meeting transcripts
- Goals: Improve forecast accuracy, accelerate deals, optimize CRM adoption
- Challenges: Siloed data, inconsistent data quality, tool fatigue
- Pain points: Manual data entry, data gaps, slow access to context
- Solution: CRMx provides memory-driven context, automated pipeline updates, and meeting transcription to reduce manual work and provide complete customer insights.

#### Persona: Vice President Of Sales
- Needs: Richer, accessible account histories; faster next-best actions; cross-team collaboration
- Goals: Shorten sales cycle; improve win rate; scale sales motion
- Challenges: Complex org, inconsistent data across teams
- Pain points: Data silos, poor forecast visibility
- Solution: CRMx memory graph, real-time data, and automated workflows deliver richer account histories, faster next-best actions, and cross-team alignment.

#### Persona: Sales Enablement Manager
- Needs: Access to contextual accounts, meeting notes, pipeline signals to tailor enablement content
- Goals: Improve adoption of playbooks, accelerate enablement ROI
- Challenges: Disconnected data, stale playbooks
- Pain points: Irregular data entry, lack of context
- Solution: CRMx provides context-rich data and automation to deliver enablement playbooks within CRM workflows and ensure consistent messaging.

### Global Enterprise Sales Organizations
Global enterprise sales teams needing secure, governed relationship intelligence and scalable CRM automation.
- Industry: Enterprise software and services
- Geography: Global
- Pain points: Security governance, regulatory compliance, data access controls, cross-organization collaboration
- Business goals: Mitigate risk, ensure compliance, improve cross-border collaboration
- Positioning: Memory-driven CRM enables governed access, real-time data, and automated pipelines to support enterprise-wide sales and governance.

#### Persona: Chief Revenue Officer
- Needs: Global visibility, secure data sharing, governance
- Goals: Maximize revenue, optimize global sales execution
- Challenges: Managing across regions, data access controls
- Pain points: Fragmented regional data, slow cross-border reporting
- Solution: CRMx memory-driven insights and governed access help steer enterprise sales strategy, improve visibility, and protect data integrity.

#### Persona: Head Of Global Sales Operations
- Needs: Standardized processes, global pipeline visibility, automation
- Goals: Improve forecast accuracy, reduce cycle times across regions
- Challenges: Tool sprawl, inconsistent data quality
- Pain points: Manual reporting, slow cross-border coordination
- Solution: CRMx enables global pipeline visibility, standardized processes, and automation to align regions and accelerate forecasts.

#### Persona: Chief Information Security Officer
- Needs: Granular access controls, audit-ready reports, data privacy
- Goals: Protect data, pass audits, minimize risk
- Challenges: Regulatory compliance, complex vendor ecosystems
- Pain points: Audit readiness, access control gaps, multi-region data sharing constraints
- Solution: CRMx provides granular permissions, governance, and secure data access to satisfy security requirements and regulatory needs.

### Professional Services Firms And Agencies
Consulting firms and agencies needing client relationship insights to manage engagements.
- Industry: Professional Services
- Geography: North America, Europe
- Pain points: Managing client contacts and project memories; knowledge capture
- Business goals: Improve client retention, streamline engagements, knowledge capture
- Positioning: Memory-driven CRM simplifies client relationship management, captures project context, and automates workflows across teams.

#### Persona: Engagement Partner
- Needs: Contextual client history, integration with PM tools
- Goals: Deliver successful engagements, grow account revenue
- Challenges: Knowledge gaps, multi-project alignment
- Pain points: Incomplete notes, disconnected systems
- Solution: CRMx memory and collaboration features help maintain a centralized client view, drive coordinated engagements, and capture project learnings.

#### Persona: Delivery Manager
- Needs: Consolidated project data, task updates
- Goals: On-time delivery, cross-team coordination
- Challenges: Siloed information, manual reporting
- Pain points: Manual status updates
- Solution: CRMx unifies project data, automates status updates, and provides context-rich insights to keep engagements on track.

#### Persona: Knowledge Manager
- Needs: Centralized knowledge, searchable memory
- Goals: Preserve knowledge, enable reuse
- Challenges: Knowledge loss due to turnover
- Pain points: Dispersed notes
- Solution: CRMx centralizes knowledge, enables searchable memory across engagements, and supports reusable templates and playbooks.

### Financial Services Firms And Banks
Banks and fintechs needing strict data governance and relationship insights.
- Industry: Financial Services, FinTech
- Geography: North America, Europe, Asia Pacific
- Pain points: Regulatory compliance, data privacy, auditability, customer data fragmentation
- Business goals: Maintain compliance, reduce risk, improve customer engagement
- Positioning: Memory-driven CRM with granular permissions and governance helps regulated organizations derive relationship insights while maintaining compliance.

#### Persona: Chief Information Security Officer
- Needs: Granular access controls, audit logs
- Goals: Protect data, ensure compliance
- Challenges: Regulatory complexity, legacy systems
- Pain points: Access control gaps, audit readiness
- Solution: CRMx provides granular permissions, audit trails, and secure data access to support secure governance across CRM usage.

#### Persona: Compliance Officer
- Needs: Regulatory alignment, data retention policies
- Goals: Pass audits, maintain privacy compliance
- Challenges: Keeping up with changing regulations
- Pain points: Manual compliance checks
- Solution: CRMx governance and memory-driven insights support compliance workflows.

#### Persona: CRM Program Lead
- Needs: Structured CRM usage, governance and analytics
- Goals: Improve CRM adoption, governance
- Challenges: Resistance to new processes
- Pain points: Inconsistent data, fragmented view
- Solution: CRMx enables governance, analytics, and automation to improve CRM adoption and consistent usage across lines of business.