Every lead answered and filed.

Leads from the phone, the inbox and your forms land on one ledger with their source, qualified against your rules, the first reply drafted before a rep opens them.

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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

Reads your forms, mailbox and phone; writes to your CRM.

One lead, one record, one owner

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.

The lead that came in at 6pm on Friday

A form fill at 6pm on Friday sits until Monday in most teams, and by then they have signed elsewhere. Here the lead is on the ledger the moment it arrives, qualified against the questions you set, and the first reply is drafted and held for a rep, or sent under a rule you signed. The source, the timestamp and the reply are all on the record.

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

Captures from every door

Website forms, the inbox, the phone line Daciel answers, and the CRM you already run. Each lead carries where it came from.

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

Qualifies and routes

Budget, need, timing, fit: the questions you write, asked by email or on the call, and the lead routed to the owner your rule names.

See lead qualification

Renewals

9 inside 30 days · 7 drafted, 2 held

Brightline$14kDrafted

Kestrel$9kSent

Halcyon$6kHeld

What is a lead management CRM?

A lead management CRM captures enquiries from every channel, records where each came from, qualifies them, routes them to an owner and tracks them to a deal or a close-out. The search is held by HubSpot, Zoho, Pipedrive and Salesforce, whose lead objects do this once a person has entered the lead and written the reply.

How lead management works

Open the doors

Connect the website form, the mailbox and, if you want it, a phone line Daciel answers. Import the leads you have.

Write the questions

The three to six things that make a lead worth a rep's time. The agent asks them by email or on the call.

Set the routing

By territory, product or round robin. The owner is named on the record the moment it qualifies.

The first reply

Drafted from your records and held for the owner, or sent under a rule a named person signed.

Convert or close out

A qualified lead becomes a deal with its history; an unqualified one is closed out with the reason, not deleted.

Lead management tools, compared

The incumbents record a lead once a person has entered it. The rows compare how leads arrive, who writes the first reply, and the price.

	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
Zoho CRM	Teams already inside the Zoho suite	Email, telephony and social inside Zoho	Approval rules on records, configured by an admin	Per user per month by edition; Zoho One bundle about $37 a user
Pipedrive	Small sales teams that want a visual pipeline the reps keep by hand	Email sync and calling add-ons inside Pipedrive	None; reps move deals and send, automations run on triggers	Per seat per month, five tiers, published on their site
Apollo.io	Teams buying contact data and sending sequences from one tool	Email sequences and a dialer, over a purchased contact database	Reps launch sequences; no per-send review	Free tier, then per user per month; credits for data, published
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.

Your questions, your routing

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

Source on every leadForm, inbox, call or import, with the timestamp and the first touch

Replies held or ruledThe first reply is drafted and held, or sent under a rule a named person signed

Do-not-contact is a hard stopA lead marked out is never messaged, whatever the sequence says

Safe to let it handle leads. Nothing is sent to a lead without a person or a signed rule behind it, and every lead shows its source and its history.

How permissions work

Questions people ask before buying

Where do leads come from?

Website forms, the connected mailbox, the phone line Daciel answers, imports, and the CRM you connect. Each lead carries its source.

Does it reply to leads automatically?

It drafts the first reply from your records and holds it for the owner. If a named person signs a rule allowing it, that reply goes out without waiting.

How does qualification work?

You write the questions. The agent asks them in the reply thread or on the call and records the answers on the lead. Your rule decides what counts as qualified.

Can it route leads to the right rep?

Yes, by territory, product line or round robin, and the owner is named on the record when it qualifies.

Does Daciel sell leads?

No. It manages the leads your business already receives. If you need more leads, see the lead generation page for what it does and does not do.

AI lead generation AI lead qualification AI CRM Sales management software

Built for the future. Available today.

See pricing