Manage sales from one ledger.

Leads, deals, accounts and activity in one place, kept current by the agent that made the call or sent the email. You set the stages and the rules. Reps decide.

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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

Works over HubSpot, Salesforce, Pipedrive and your mail.

Every deal on one record

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 pipeline review without the prep

Monday's review usually starts with an hour of reps updating the CRM. Here the record is already current: the agent logged the call it placed, the email it sent and the meeting it booked, and proposed the stage change when the evidence appeared. The review is about the deals, not the data.

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

Keeps the record

Every touch written by whatever did it, summarised, attached to the lead, the deal and the account. Reps edit and decide; 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

Shows the pipeline whole

Open deals by stage with the weighted total beside them, recorded business never summed with planned. One number, and the ledger it came from.

See the AI CRM

Renewals

9 inside 30 days · 7 drafted, 2 held

Brightline$14kDrafted

Kestrel$9kSent

Halcyon$6kHeld

What is sales management software?

Sales management software is the system a sales team runs on: where leads land, how deals move through stages, which accounts belong to whom, what was said last, and what the pipeline is worth. Conventional products, Pipedrive, HubSpot Sales Hub, Zoho CRM and Salesforce Sales Cloud, give the manager the stages and the reports and leave the reps to keep the data current by hand.

How sales management works in Daciel

Set your stages

The sales pack ships a pipeline; rename the stages, add yours, set the probability behind each.

Connect what you keep

HubSpot, Salesforce or Pipedrive as the system of record if you must keep one, plus the reps' mailboxes and calendars.

The agent works the pipeline

Logs the call, drafts the follow-up, books the meeting, and holds anything you gated for approval.

Stages move on evidence

A held meeting, a sent proposal or a returned signature proposes the change; a rule or a rep applies it.

Review the whole

Open deals by stage, weighted total, activity per account, with Support tickets and Finance invoices beside them.

Sales management software, compared

Conventional CRMs give the manager stages and reports and leave the reps to type. The rows compare who keeps the record, what the tool may send, and the price.

	Best for	Channels	How a person stays in control	Published pricing
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
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
Salesforce Sales Cloud	Larger teams with an admin to configure stages, forecasts and permissions	Email and calling through add-ons; Agentforce agents sold separately	Approval processes configurable by an admin	Per user per month by edition, published; agents billed per conversation
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 stages, your rules

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

Stage changes carry evidenceA held meeting, a sent proposal or a returned signature, attached to the move

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

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

Safe to let it manage the pipeline. An agent that edits deals 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

Is Daciel a CRM or sales management software?

Both, in the sense the market uses the words: it holds leads, deals, accounts and activity, and it gives the manager stages, a weighted total and activity per rep. The difference is that the agent keeps the record current.

Can we keep Pipedrive or HubSpot?

Yes. Connect it and the agent writes into it with the permissions of the person who connected it. Or run Daciel as the system of record.

How is the pipeline total computed?

From recorded, open deals only, weighted by the probability you set on each stage. Planned deals are shown but never summed into the total.

Does it send emails on its own?

Only under a rule a named person signed. Otherwise a follow-up is drafted and held on the record for a rep to send from their own mailbox.

What does it cost?

Every rep can be in it. Contact Daciel for business plan availability and pricing.

AI CRM Sales pipeline software AI sales agent Sales tracking software

Built for the future. Available today.

See pricing