Daily AI Acquires Whiteboard CRM


Today, we are excited to announce that Whiteboard CRM has been acquired by Daily AI.

This is great news for all Whiteboard CRM customers. We wanted to take a moment to explore what this news means for you — and what opportunities it opens up moving forward for all Whiteboard users. 

Daily AI has been growing — fast — and they offer all the functionality you already have, plus additional growth-oriented features that lenders love. 

For example, Daily AI provides video texting, video emails, and ringless voicemails — the contact methods with some of the highest conversion rates among borrowers. 

Additionally, Daily AI easily accommodates larger-sized teams. 

While this news is a big deal for our industry, you’re probably asking yourself — what does this mean for my CRM moving forward? We gave this a lot of thought, because we want to make sure this acquisition does not disrupt your day-to-day operation.

At this present time, there will be no change to your Whiteboard CRM accounts. There are no immediate plans to sunset the Whiteboard CRM product. 

We’d also recommend that you take this opportunity to explore what Daily AI has to offer. Book time with your Whiteboard customer success team to learn more. Or you can fill out this form and we’ll be in touch soon to show you around the Daily AI platform. 

FAQs for Whiteboard Customers

To help you navigate this acquisition, the combined Daily AI and Whiteboard CRM team put together a FAQ document. Read through these FAQs to get answers to leading questions, such as:

  • Why did Daily AI acquire Whiteboard CRM?
  • Do I have access to Daily AI now?
  • What will happen with my Whiteboard CRM account moving forward?

Our goal is to make sure this acquisition is a value-add to our customers. Please reach out if you have any questions, or if you would like to receive a complimentary demo of Daily AI.  

Customer Webinar

We’re so excited to share this news with all of our Whiteboard CRM users. We’re hosting a live webinar with Kevin Ducey, strategic partner of Whiteboard CRM, and Spencer Dusebout, CEO of Daily AI this week.

RSVP now to learn more about the acquisition directly from our organization’s leaders and long-time partners.

Unpacking the Daily AI Acquisition: Opportunities for Whiteboard CRM Users

Hosted by: Kevin Ducey, Spencer Dusebout
Date: Friday, January 14
Time: 3 pm ET / 12 pm PT
RSVP link: Here

Next Steps

Thanks for being a valued member of the Whiteboard CRM community. To learn more about the acquisition, please don’t hesitate to reach out to your customer success team. 

If you’d like to learn more about Daily AI, please sign up for a complimentary session here

Looking forward to the exciting road ahead together. 


The Whiteboard CRM Team 

Topics: Industry News, Blog

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