AI CRM for small business

The CRM that hands you your day.

Every contact, deal, call, and follow-up in one place — and an assistant that tells you exactly who to reach out to next. For small teams who'd rather sell than wrangle software.

Trusted by 3,200+ small teams. No card to start.
daybook · assistant Tue, 9:04 AM

Switched from the heavy stuff and never looked back

NorthwindCedar FreightLumenMaple & CoBrightsideTanner Labs
A day with Daybook

Built around how you actually work a list.

Not a database you maintain. A tool that opens already knowing what today needs from you.

Morning

Your list is already made

The assistant triages your pipeline overnight and ranks who to contact first — with the reason it picked them. You start working, not deciding.

Midday

Call, email, and note in one window

Click to dial, send the email, log the outcome. Calls transcribe and summarize themselves, so the timeline fills in without you typing it up.

End of day

Wrap-up writes itself

Ask "what slipped today?" and get tomorrow's follow-ups, deals going quiet, and a clean summary for your manager — in one reply.

Pipeline

See every deal, and what's about to stall.

Drag deals through your own stages. Daybook flags the ones going cold and the ones ready to close, so nothing rots in "Contacted" for three weeks.

Qualified4
Cedar Freight
$12,400
▲ Cooling — 6 days quiet
Tanner Labs
$8,900
✦ Send case study
Proposal sent3
Northwind Studio
$21,000
● Opened 2× today
Brightside
$6,200
✦ Follow up Thu
Negotiation2
Maple & Co
$34,500
● Ready to close
Won$58k
Lumen Health
$41,000
✦ Renewal in 9 mo
Orchard Bdg
$17,000
Everything in one place

All the CRM. None of the bloat.

The features small teams reach for daily — and not the forty screens you'll never open.

Contacts & companies

Rich profiles, custom fields, tags, and a full activity timeline on everyone. Search and bulk-edit thousands without a spinner.

Email, in one inbox

Connect Gmail or Microsoft 365. Every thread lands on the right contact, with templates and signatures ready to go.

Click-to-call

Dial from any contact. Calls record, transcribe, and summarize — the notes write themselves while you talk.

Calendar & scheduling

Book meetings, invite attendees, and sync both ways with Google and Outlook. Reminders show up before you forget.

Reports that read plainly

Revenue, close rates, sales by rep, where leads come from. Interactive charts you can actually act on — or just ask the assistant.

Import in two minutes

Drop a CSV from your old tool and Daybook maps the columns for you. Up and running before lunch, no migration project.

Your AI assistant

Just ask. In plain English.

Every company gets its own assistant that knows your contacts, deals, and history — and only yours. Ask a question, get a real answer or a finished draft.

Try it free
Which leads should I contact today?
Draft a follow-up email for John at Cedar.
Summarize yesterday's calls.
Which deals are at risk?
Which rep has the highest close rate?
Pricing

Priced for small teams, not enterprises.

Start free for 14 days. Upgrade, downgrade, or cancel whenever — no contracts, no surprise seats.

Monthly Annual 2 months free
Starter
For a solo owner or a first sales hire.
$19/user · mo
  • Up to 2,500 contacts
  • Pipeline, tasks & notes
  • CSV import & export
  • 50 AI requests / month
Start free trial
MOST POPULAR
Professional
For a growing team that lives in its CRM.
$49/user · mo
  • Unlimited contacts
  • Email, calendar & click-to-call
  • Call recording & AI summaries
  • Unlimited AI assistant
  • Reports & role permissions
Start free trial
Enterprise
For larger teams with custom needs.
Let's talk
  • Everything in Professional
  • SSO & advanced security
  • Dedicated success manager
  • API access & custom limits
Contact sales

Your data lives in its own walled-off space.

Every company on Daybook is fully isolated — contacts, deals, reports, and AI context. No one outside your team ever touches your data.

Get started

Spend tomorrow selling, not sorting.

Set up in minutes, import your contacts, and let the assistant build your first day's list.