Checked 30 August 2026

What Day.ai covers, and what you will still need

It replaces your CRM. It does not replace your whole stack, and knowing which is which before you start saves a bad month. Here is the honest edge of what it does today, so you can plan the rest around it instead of discovering it in week three.

What this page is for

The case for the product is made well enough elsewhere, including by us: the record builds itself out of your email and calendar, it records every call on every plan, and it bills per agent rather than per seat. If that is the part you are still weighing, the full argument against HubSpot is here.

This page is the other half, and it is the half nobody writes: what it does not do yet, and what you will still be paying for alongside it. None of it is a reason not to buy. All of it is a reason to plan in week one rather than discover in week three.

Where the edges are today

None of these is a dealbreaker. All of them are easier to plan for than to discover.

AreaWhere it standsWhat to do
Marketing emailNot a Marketing Hub replacementKeep your marketing platform and plan the handoff
Direct connectionsSix tools plug in directlyEverything else goes through Zapier, which is quick
Deals and pipelineStart at the $60 planBudget for that tier if you track a pipeline at all
Outlook and Microsoft 365Only Google mail and calendar are listedAsk them directly if you are a Microsoft shop
Sending data back outEasy to get data in, more work to get it outLet Day.ai be the destination rather than the source

The Microsoft one is the only genuine unknown. Their integration list names Google mail and calendar and nothing from Microsoft, yet the meeting recorder does join Teams calls. Nothing published settles it either way, so take our word for none of it and ask them.

What is thin is the documentation, not the product

There is no help centre and no changelog. Six of their fifty six published articles are guides, and support is an email address. That is a young company putting its people into the product rather than into a docs site, which is a reasonable trade and also why these pages exist.

Practically it means you will not find an article for most questions, so plan to ask rather than search. Their team answers, and the answers are good. Build a week of setup around that rather than around a knowledge base that is not there yet.

Common questions

Is it ready for a team, or only one person?

Teams work. Shared workspace, roles, an agent per colleague, and free seats for people who only read. What is thinner is the administrative layer around it, single sign on and audit trails and the like, which matters to some buyers and not to most.

Will it work if we run Microsoft?

Ask them. Only Google mail and calendar appear on the integration list, while the meeting bot does join Teams calls. Nothing published says either way and the whole product builds off that connection, so it is worth one email before you commit.

How quickly is it changing?

Fast, and their blog is where it gets announced. There is no separate changelog and no version numbers, so that feed is the thing to watch.

Where we come in

We will tell you if it does not fit

We would rather say no in a thirty minute call than run a migration that should not happen. If Day.ai is wrong for you we will say so, and if it is right we are the ones who set it up.

  • A straight fit assessment against how you actually sell
  • The Microsoft question and anything else answered before you commit
  • A plan for the parts it does not cover
  • If it is a no, what we would do instead

Free, no call required

The Day.ai migration checklist

Not ready to talk to anyone? Take this instead. One email, nothing else unless you ask for it.