Works with Salesforce & HubSpot ·
No migration required
Your reps close deals. Agents update your CRM.
Day AI agents join every call, pull out what changed, and draft the update to Salesforce or HubSpot — held for your review. Your reps close the call and move on — no one types anything after a meeting. But what’s happening underneath is more than automation: the agent reads the buyer’s words, decides what changed — stage, close date, stakeholders, risk flags — and explains its reasoning behind every update. Your CRM becomes a living memory of every customer relationship — not just a log of what someone remembered to click.
- Every field update held for your review before it lands
- The logic for every change tracks to the verbatim moment in the call that drove it.
- Weekly brief names which deals are out of sync with the buyer
- Your forecast reflects what buyers actually said — not what reps remembered to log
30-minute personalized demo with a product expert — not a sales pitch. The first stale-fields digest lands the next business day.
Every change is grounded in what the customer actually said.
Not fields that someone clicked — each update backed by the exact moment from the call, the email, or the deal history that drove it.
Without Day AI
7:52 AM · Forecast at 8:00 · three weeks behind reality
Stage
Negotiation
unchanged since May 21
Next step
Send proposal
set 14 days ago — already done
Close date
November 14
buyer said Q4 two weeks ago
Last activity
14 days ago
recording never landed in record
Stakeholders
2 contacts
new VP from Friday missing
The forecast number is built from these field values. They don’t match what happened on the calls.
With Day AI
7:52 AM · Forecast at 8:00 · 5 updates approved by Carla · last 3 business days
Pending updates · waiting on your tap
- Held for review
Deal stage
Negotiation → Q4 Commit
Source: meeting recording · today (0:14:22)
- Held for review
Next step
"Send proposal" → "Pricing structure to Anika by July 8"
Source: meeting notes · June 6
- Held for review
Close date
Nov 14 → Jan 16
Source: email thread (May 21)
- Held for review
New stakeholder
Anika Patel added (VP Brand)
Source: email thread (June 8) · approved by Carla · 11:54 AM yesterday
- Held for review
Risk flag
Budget concern → Cleared
Source: call recording · May 30 (0:22:14)
- Held for review
Committed action
Pricing structure committed · by July 8
Source: meeting recording · today (0:22:18)
Without Day AI, the CRM is a ledger of what reps had time to type between calls. Stages sit where they were three meetings ago. Close dates hold past the quarter the buyer named on Friday’s recording. Next-step fields describe what the team said they’d do — not what the customer said they wanted. Every downstream view built from those fields describes a customer story that’s already changed.
Day AI agents join every call, read every email, and surface each change — every update backed by the verbatim moment that drove it, held for your review before it lands. What the right side of that comparison shows isn’t just automation. The agent read the conversation, identified what shifted in the deal, and explained its reasoning. The stage update names the exact line from the recording. The stakeholder addition names the email thread she joined. The close-date push names the buyer who asked for it. Your CRM becomes an auditable record of what actually happened — not a log of what someone remembered to click.
When something looks off, you can ask.
The agent has read every call, email, and meeting note in your pipeline. One question gets the list back — with the rep, the stale field, and what the customer actually said most recently.
Seven deals — sorted by value. The top three are the ones the forecast call should land on:
- Riverline Co. · “Send proposal” · 12 days old — proposal already sent 9 days ago; buyer asked for pricing review on Wednesday · owner: Carla Ruiz
- Helio Labs · “Schedule pricing review” · 14 days old — buyer confirmed Tuesday by email; the review needs a date held · owner: Ben Tanaka
- Meridian Group · “Send security questionnaire” · 11 days old — security team replied last Thursday with two clarifying questions still unanswered · owner: Carla Ruiz
The other four are smaller and grouped at the bottom of the list. The next-step field on all seven is out of sync with what the customer actually did most recently. Want me to draft a Slack DM to each responsible rep asking them to confirm the current state — held for your review before anything sends?
The Riverline draft includes the pricing-review date the buyer named; the Helio Labs draft includes the Tuesday confirmation line. You can review individually or approve in batch.
7 drafts staged in your outbox · Held for your review · Never sent without your approval
Drafts to reps are held in the manager’s outbox. Nothing sends until you approve. The manager walks into the forecast call already knowing where to push back — and which reps to push back with.
Agents work across the whole pipeline week
Same memory of every deal. Surfaced at the moment it matters.
8 minutes after the call
Field updates staged
The recording lands. Stage, close date, new stakeholders, cleared blockers — each update surfaced with the exact moment from the call that drove it. Held for your review before anything lands.
Before the weekly forecast
Stale-fields digest in Slack
A brief lands ninety minutes before the forecast call. Three deals where field values are out of sync with what the buyer actually said — each named, each sourced, updates staged for the rep.
Weekly pipeline scrub
Pipeline filtered to what's fresh
The view shows only deals where every field is current against real customer evidence. Stale close dates, overdue next steps, and missing stakeholders are grouped below — each with a one-tap update.
The reps close deals.
The agents handle the rest.
Connect your CRM, your calendar, and your meeting recordings. Day AI agents join every call, decide what changed — stage, close date, stakeholders, risk flags — and write the update back to Salesforce or HubSpot, held for your review. Every update backed by the reasoning behind it. The first stale-fields digest lands the next business day.
Stage
HeldNext step
HeldClose date
HeldStakeholder
HeldRisk
HeldAction
HeldBuilt from your team’s real customer context — email, calendar, meetings, notes, and CRM — with permissions, audit trails, and human control. Every field update held for your review. Never written silently.