Meet DAN, a CRM super-user, powered by AI

DAN’s CRM skills complete work on your behalf – so fast, you’ll wonder how you lived without it.

Why DAN?

CRMs alone are not enough; they need your valuable time and skills.

To make your job easier, we built DAN, a skilled CRM super-user powered by AI.

A simple email or text message to DAN gets the job done.

DAN is fast, intelligent and fun — you won’t need mobile apps or desk interfaces.

The ultimate convenience

“I can’t wait to click and scroll for hours.” – No one ever.

DAN’s conversational intelligence makes your convenience a priority.

DAN’s invisible software allows for natural interactions to replace the traditional clicks and apps that very often take much effort and valuable time away from your business.

Learn how PRIMARI powers the businesses of the future.

Embedding DAN’s AI in to your software is easy

A simple text or email gets the job done.

Learn how DAN’s conversational intelligence powers your existing software.

What DAN’s friends are saying…

DAN is very revolutionary, and I am surprised that something like this hasn’t been created before. Before DAN, I never considered using AI for my work. Literally just sending an email or text to get started is the simplest setup I have ever encountered with any product. I am excited to see DAN developing new skills and capabilities.

Christine S. CEO and Entrepreneur. Miami, FL

I have been an Executive Assistant for 20 years. I did not foresee AI being so useful prior to interacting with DAN. What a nice surprise! DAN gathers relevant data fast and easily without my having to take the time to go through a bunch of browsers and commands. DAN’s structured delivery of information seems more useful than I previously thought. DAN makes navigating enterprise software at least 10x easier. I am very impressed with the usability and function of DAN and see the value moving forward into even more areas!

Donna H. Executive Assistant. Kernersville, N.C.

DAN is something I would recommend to my clients.

DAN gets to the root of confusing, clunky business software and improves the practicality of the tools that every person is already using every day.

When I first connected to DAN via email, I felt relieved by the ease of access. There were no forms to fill out, passwords to create, or activation emails directing me to browser tabs. Accessing information through DAN is as simple as sending an email – The value lies in its convenience. Every professional is accustomed to using text and email, so there is no adoption of new software or going out of your way to log into a platform. DAN is available where you are already spending time.

Loren K. Organizational Management Consultant. Rochester, NY.

DAN is a huge timesaver and makes things so much easier overall.  DAN is such a benefit for people who need a CRM to run their business, but don’t feel comfortable using it!  CRMs can be very daunting for business owners, who often end up hiring someone to help them with CRM tasks.  DAN is a viable, alternative solution. I have been using CRMs regularly for 7 years now and I can honestly say that using DAN easily makes it 10x easier.

Erica B. Business Developer. Austin, TX.

Got more questions?

Who is DAN for?

DAN is for anyone who has little time and patience for business software. If you enjoy endlessly clicking and scrolling through business software DAN is not for you.

Is DAN an AI Assistant?

Nope. AI Assistants are complementary with DAN, rather than competitors.

DAN’s focus is on cognitive tasks and business use cases. For example, you can ask DAN to “Find clients from California, with deals in the pipeline, include the notes history and export them on a CSV and PDF files.” Within minutes, you’ll receive a PDF report with a separate editable file. Other assistants, on the other hand, may only have a funny but meaningless response.

More so, other AI assistants can only respond to voice commands. DAN provides users with more flexibility and discretion as it communicates via e-mail and text message allowing users to talk to DAN during calls, meetings, panels, and presentations.

Which devices does DAN work with?

You can use any device that has an email or text message capability. DAN is device agnostic. You don’t need to worry about installing an app or updating anything to the latest version. Simply send an email and let DAN do the work.

Which products does DAN support/integrate with?

Today, DAN integrates with Keap, Infusionsoft, and HubSpot CRMs. More CRMs and non-CRM product categories coming soon!

What is in the pipeline for DAN to do/learn?

DAN has a list of products and skills (functionality) to learn. We are happy to hear about your use cases.

DAN does not do what I want – can you fix it?

We sure can! And would love to! Sign up and request the skills for your use case.

What do you do with my data?

We take privacy and security very seriously. You can review our privacy policy, data processing addendum and terms of service. Additionally, we have received a privacy shield re-certification.

Your data is yours and we will never share or sell it to third parties. That’s just not our business model. DAN is fully automated, meaning there are no humans looking at your data. You are in control of your data and DAN only processes the data you request.

Will DAN mess up my data?

DAN only retrieves and adds data to and from your software. DAN does not delete or modify any data.

Can DAN work with my entire team?

Yes! The benefits increase when more team members use DAN, saving you time, effort and cost.

We strongly encourage bringing your team on board!

Can I delete my account?

You sure can. No need to go through the pain of contacting a person or giving a reason why you want to delete your account. Just send DAN an email and it gets done – all your data (account and requests to DAN) are deleted right away – The data in your software stays intact of course!…..That’s how modern and smart software should work.