A CRM the agent keeps for you.

Leads, deals, accounts and activity written by the agent that made the call or sent the email. Stages move on evidence. Reps review and decide.

Chat

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Reminders

Projects

Recent

Renewals at risk

Board pack, October

Supplier terms review

Churn post mortem

Which accounts are at risk this month, and draft the outreach.

Worked for 41s · 6 steps · $0.12

Read9 accounts renewing

Read14 open tickets

Comparedusage against the last two quarters

Drafted7 messages, held 2 for a person

Nine accounts renew inside 30 days and three of them are the ones to worry about. Their ticket volume is up while usage is falling, which is the pattern that preceded every churn last quarter.

Salesforce

Zendesk2 sources, permission aware

Message Daciel

Syncs with the CRM and mailbox you already run.

One record behind every account

Library

Everything the work produced, with who owns it and who can read it.

AllDocumentsSheetsFrom runs

Renewal brief, Acme

Document · Priya · Deal team

Q3 pipeline review

Sheet · Marcus · Sales

Supplier terms summary

Document · Ana · Private

Churn post mortem

Document · Marcus · Everyone

Board pack, October

Deck · Priya · Leadership

Access review

Sheet · Tom · Admins

Turn the renewal brief into an email to the deal team

Renewal brief, Acme

Chat

One composer, on every surface.

Vendor reviews

Q3 onboarding

Support desk

Website rebuild

Everything the renewal touched: the thread it started in, the artifacts it produced, and who is allowed to see them.

148 artifacts

Keep

Acme renewal

Payroll migration

Hiring: sales

Said once, kept for good

Any answer becomes an artifact, with an owner and a permission.

Slack

Gmail

Outlook

Google Drive

Notion

Salesforce

HubSpot

Zendesk

Jira

GitHub

Linear

Stripe

Zoom

Asana

Airtable

Dropbox

Box

Confluence

Intercom

Google Calendar

Monday

ClickUp

Figma

DocuSign

Trello

Slack

Gmail

Outlook

Connected from day one

The systems you already run, readable in one place.

Runs this week

RunOutcome and traceWhat it producedCost

1Renewal outreachApprovedRead the nine accounts renewing this quarter in Salesforce, compared each one's usage against the last two quarters, drafted seven messages and held two back for a person. 41s, 6 steps, $0.12...7 draftsTotal$0.12Model$0.09Tools$0.03

2Invoice chaseHeldMatched fourteen overdue invoices in Stripe against the support thread for each account, then stopped before sending: two of them are in an open dispute and the policy says a person decides...14 invoicesTotal$0.08Model$0.06Tools$0.02

3Monday briefingApprovedPulled every run from the last seven days, grouped them by workspace, and wrote the briefing into the Library with the trace attached to each claim so any line can be opened...1 briefingTotal$0.21Model$0.17Tools$0.04

4Access reviewApprovedListed every connection holding a write scope, checked each against the role that owns it, and flagged three that now outlive the person who created them. Nothing was revoked without asking...3 flaggedTotal$0.05Model$0.04Tools$0.01

Runs

Every step, every tool call, every cost, and who approved it.

No more Friday CRM cleanup

Calls, emails and meetings are logged as they happen by the agent that handled them. Next steps are set from the conversation. A deal moves when the evidence is there: a meeting held, a proposal sent, a signature back.

Queued6+⋯

RUN-2085

Chase the 14 overdue invoices

RUN-2094

Summarise every ticket Acme opened

RUN-2092

Check which renewals slipped a quarter

RUN-2200

Rewrite the onboarding mail sequence

Planned10+⋯

RUN-2211

Renewal quote for Acme, send held

Salesforce

Priya approves

RUN-926

Renewal outreach, nine accounts

Salesforce

Gmail

RUN-2088

Weekly briefing into the Library

Slack

RUN-924

Reconcile Stripe against the tickets

Stripe

RUN-1882

Tag the inbox by account

Outlook

Running3+⋯

RUN-1487

Pull usage for the at-risk accounts

4 steps

RUN-1028

Answer the RFP security section

Confluence

RUN-2187

Flag connections holding write scope

Waiting on Priya6 steps

Done48+⋯

RUN-2074

Monday briefing, written and filed

Library$0.21

RUN-1912

Churn post mortem for Q3

$0.14

RUN-1951

Board pack pulled together

$0.31

RUN-1960

Access review, three flagged

Approved$0.05

RUN-1991

Supplier terms summarised

Thread in #renewals

Marcus Hale9:12 AM

Acme wants a renewal quote. Their contract is up in three weeks.

Ana Duarte9:12 AM

Ticket volume has climbed every month this quarter. Read that before we price it.

Marcus Hale9:13 AM

So someone pulls usage, open tickets and the last two invoices. Three systems.

Priya Raman9:14 AM

And most of an afternoon. Hand it over and hold the send until one of us reads it.

Marcus Hale9:14 AM

@Daciel draft the Acme renewal from usage and tickets, hold the send

Two things it does on day one

Writes the record

Every touch logged by the thing that made it, summarised, and attached to the lead, the deal and the account. Reps edit, they do not transcribe.

Get started

Conversations

7 open · 4 answered without a person

Acme CoWhere is invoice 4417?Agent

NorthwindRefund for the duplicate seatAgent

StarlightCan we move the renewal date?Held

MeridianAPI keys stopped workingWaiting

BrightlineInvoice address is wrongAgent

KestrelDo you support SSO?Agent

HalcyonExport stopped at 10k rowsWaiting

Sees the account whole

Support tickets, invoices and calls beside the deal. The rep knows about the open complaint before asking for the upsell.

See the AI sales agent

Renewals

9 inside 30 days · 7 drafted, 2 held

Brightline$14kDrafted

Kestrel$9kSent

Halcyon$6kHeld

What is an AI CRM?

An AI CRM is a customer relationship system where the record is written by the agent that did the work rather than by the rep after the fact. The agent logs the call it placed, the email it sent and the meeting it booked, proposes stage changes when evidence appears, and drafts the next follow-up. Reps work from a queue of decisions. The forecast is built from logged events rather than from memory.

How the AI CRM works

Four ledgers

Leads with source and qualification, Deals with stage and next step, Accounts with cross-department history, Activity written by whatever did it.

The agent works the pipeline

Reads the inbox, logs the call, drafts the follow-up, and holds anything you gated for approval.

Stages move on evidence

A held meeting, a sent proposal or a returned signature proposes the change; you allow it automatically or a rep confirms.

The account is seen whole

Tickets, invoices and calls from Support, Finance and Calls appear beside the deal.

Sync or replace

Keep HubSpot, Salesforce or Pipedrive as the system of record and let the agent write into it, or run Daciel as the CRM.

CRMs with AI, compared

Conventional CRMs add AI to a record the rep still keeps. The rows below compare them on who writes the record, what the agent may send, and the price per month.

	Best for	Channels	How a person stays in control	Published pricing
HubSpot Sales Hub	Teams that want a conventional CRM with AI features layered on	Email and calling inside HubSpot	Workflows and sequences; reps send	Free CRM, then per seat by hub tier; published on their site
Salesforce Agentforce	Companies already running Sales Cloud	Email and chat inside Salesforce	Salesforce permissions and flows	Per conversation on top of Sales Cloud seats; published on their site
Artisan (Ava)	Outbound teams that want a packaged AI SDR with its own data	Email and LinkedIn outreach	Review sequences before launch	Not published; sales-led
AiSDR	B2B teams that want researched outbound at volume	Email and LinkedIn	Approve campaigns; replies routed to a rep	Monthly plans by lead volume; published on their site
Dacielthis site	Teams that want leads found, qualified and followed up by email and phone from one pipeline, with a person signing every send	Email from the rep's own mailbox, phone from a number Daciel holds, records in its own ledgers or your CRM	Every sequence approved by a named person or a rule they signed; hard stops on do-not-contact	Contact Daciel for business plan availability and pricing.

Competitor pricing as published on each vendor's site, read 2026-08-19. Where a vendor publishes nothing, the row says so.

Keep your CRM, or not

See pricing

Daciel

ElevenLabs

Answers in a voice you would not know from a person.

Daciel

Twilio

A direct line of its own, answering from the first ring.

Daciel

Cloudflare

Domains provisioned and shielded at the edge before they are asked for.

Daciel

Anthropic

Frontier reasoning on the work, with the trace kept for every line.

Daciel

ElevenLabs

Answers in a voice you would not know from a person.

Daciel

Twilio

A direct line of its own, answering from the first ring.

Daciel

Cloudflare

Domains provisioned and shielded at the edge before they are asked for.

Daciel

Anthropic

Frontier reasoning on the work, with the trace kept for every line.

Daciel

ElevenLabs

Answers in a voice you would not know from a person.

Daciel

Twilio

A direct line of its own, answering from the first ring.

Daciel

Cloudflare

Domains provisioned and shielded at the edge before they are asked for.

Daciel

Anthropic

Frontier reasoning on the work, with the trace kept for every line.

Connects to

Writes carry the connector's permissionsInto HubSpot, Salesforce or Pipedrive as the person who authorised it

Stage changes carry evidenceProposed with the meeting, the proposal or the signature attached

Sends wait for a personFollow-ups drafted and held, or sent under a rule a person signed

Safe to let it write. An agent that edits your pipeline is held to the permissions of the person who connected it, and every change shows its evidence.

How permissions work

Questions people ask before buying

Can Daciel replace our CRM?

For many small teams, yes: leads, deals, accounts and activity are in Daciel and the agent keeps them current. Teams with a CRM they must keep connect it and let the agent write into it.

Who writes the activity log?

The agent that did the work: it logs the email it sent, the call it placed, the meeting it booked, and summarises each. Reps can edit or add notes at any time.

How do deal stages move?

The agent proposes a stage change when the evidence appears, such as a held meeting or a returned signature, and moves it if you allow that automatically or after a rep confirms.

Does it see Support and Finance too?

Yes. An account shows its tickets, invoices and calls next to its deals, because all of them are records in the same Daciel business.

What does the AI CRM cost?

Add businesses with the Group plan. Contact Daciel for business plan availability and pricing.

AI sales agent AI lead generation AI customer service agent GoHighLevel alternative

Built for the future. Available today.

See pricing