productivity
A CRM is only useful if updating it doesn't feel like a chore, and Day AI connected to Neotask removes most of that friction. Look up or update people, organizations, opportunities, and pipeline stages, draft and send emails, or create pages and views — all from a conversation instead of clicking through pipeline boards.
| Day AI | Look up and update CRM records in Day AI, including people, organizations, opportunities, and pipeline stages, and search across customer data. Draft and send emails, create pages and views, and set custom properties or charts to track relationships and deals. |
Ask "move the Acme opportunity to negotiation and draft a follow-up email summarizing next steps" and the agent updates the pipeline stage in Day AI and drafts the email for you to review before sending.
Look up and update CRM records in Day AI, including people, organizations, opportunities, and pipeline stages, and search across customer data. Draft and send emails, create pages and views, and set custom properties or charts to track relationships and deals.
It can draft and send — for sensitive outreach you can ask it to draft first so you review before it goes out.