Game-changer for our sales team. Our team of 12 adopted it very fast, and the impact was almost immediate. Dalil AI removed a lot of manual work and gave the team much better visibility on what to do next.
A growing sales motion stuck on a heavy, manual CRM
Liively runs three distinct sales motions at once: partnership management, partnership development, and event opportunities. With Salesforce Sales Cloud, every stage required manual updates, and reps spent more time feeding the CRM than working their deals.
Matteo needed a system that matched how his team actually sells: fast, structured by pipeline, and automated end to end. Salesforce was too expensive and too rigid for a 12-person team that moves quickly across partnerships and events.
From zero to a fully automated CRM in under 2 days
Matteo built the entire system himself, without onboarding services, using pipelines, views and automations native to Dalil.
Three pipelines, one workspace
Dedicated pipelines for partnership management, partnership development and event opportunities. Each has its own stages, fields and conversion rules.
Database views per team and per stage
Custom views so every team member sees exactly the deals, tasks and partners that belong to them. No more spreadsheets on the side.
25 automations powering the motion
Automated opportunity creation, stage updates, task generation and sequence enrollment. Reps stop typing and the CRM moves with them.
12 users adopted in days
Intuitive interface and AI next steps meant the entire team was active and creating pipeline within a week of go-live.
Why Liively chose Dalil AI
Replace your heavy CRM with one your team will actually use
Set up your pipelines, views and automations in days, not quarters. No onboarding services required.
First month $9 · Cancel anytime