A pipeline that moves itself.

A stage board over the Deals ledger. Deals move when a meeting is held, a proposal is sent or a signature returns, proposed by the agent, applied by your rule or a rep.

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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 stages with HubSpot, Salesforce or Pipedrive.

Every stage change shows its evidence

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.

Deals that move when something happened

A deal sits in "proposal sent" for three weeks because nobody dragged the card. Here the agent that sent the proposal moved it, and when the signed copy came back to the inbox it proposed "won" with the document attached. Your rule applied it, or your rep clicked once. The board is a record of what happened, not of who remembered to drag.

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

Draws the board

Your stages as columns, each deal a card with value, owner and next step, the per-stage total beneath. Drag to move; the move is logged.

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

Proposes the moves

A held meeting, a sent proposal or a returned signature proposes the stage change with its evidence. You allow it by rule, or a rep confirms.

See the forecast

Renewals

9 inside 30 days · 7 drafted, 2 held

Brightline$14kDrafted

Kestrel$9kSent

Halcyon$6kHeld

What is sales pipeline software?

Sales pipeline software shows deals as cards in stage columns and lets a team see what is in play, what it is worth and what is stuck. Pipedrive built its business on the view; HubSpot, Zoho and Salesforce all have one. In every one of them the card moves when a rep drags it.

How the pipeline works

Your stages

The sales pack ships a pipeline; rename, add and reorder the stages and set a probability on each.

Cards from the ledger

Every open deal is a card with value, owner, next step and the last touch the agent logged.

Moves proposed with evidence

The agent proposes a stage change when the evidence appears and attaches it.

Applied by rule or by rep

A signed rule applies some moves automatically; the rest wait for a click. Drags are logged too.

Totals that tie

Per-stage and weighted totals computed by the rule the overview uses, recorded deals only.

Sales pipeline tools, compared

Boards the reps drag, and a board the agent moves with evidence. Compared on who moves the card, what happens to the total, 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
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, in your words

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

Evidence on every moveThe meeting, the proposal or the signature, attached to the stage change

Rules you signedAutomatic moves happen only under a rule a named person set; the rest wait for a click

Renamed stages still countThe rule reads the stored value, so renaming "Won" never breaks a total

Safe to let it move deals. Every stage change carries its evidence and the name of the rule or the person that applied it.

How permissions work

Questions people ask before buying

Can reps still drag cards?

Yes. A drag is a stage change like any other and is logged with the rep's name. The agent's proposals sit beside it.

What counts as evidence for a move?

Whatever your stages mean: a meeting held on the calendar, a proposal the agent sent, a signature returned to the inbox, a payment landing in Finance.

Can we keep Pipedrive?

Yes. Connect it and stages sync both ways with the permissions of the person who connected it, or run the board in Daciel alone.

What are planned deals?

Deals a founder intends but has not recorded. They appear on the board at their stage and are excluded from every total, so plans never inflate the pipeline.

What does it cost?

Contact Daciel for business plan availability and pricing.

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Built for the future. Available today.

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