Email
WhatsApp
LinkedInEmail, WhatsApp, LinkedIn. Same conversation.
Every channel has its own quirks. Dalil unifies them so the full relationship history lives in one thread, no matter where the message arrived. The reply you send goes back through the same channel automatically.
- Email from Gmail or Outlook with full attachment support
- WhatsApp messages, voice notes, and media in the same view
- LinkedIn messages and connection notes alongside the rest
- Channel pills tag every message so you always know how it arrived
- One thread per contact, even when you spoke across all three channels
Sync everything, or only what matters.
Decide which conversations land in Dalil. Sync your full inbox to keep activity complete, or pick the contacts and threads that should be tracked. Personal threads stay personal.
- Sync everything for full team visibility, or selected contacts only
- Unsync personal threads in one click and Dalil stops tracking instantly
- Resync any thread later if it becomes business relevant
- Visibility levels: full content, subject only, or metadata only
- Auto create contacts from sent, received, both, or none
Find the conversation that matters next.
Filter by channel, pipeline tag, sequence status, or activity. Save the views you use every day so your inbox opens to the conversations that need a reply.
- Filter by channel, sequence status, pipeline stage, assignee, or any CRM field
- Saved views: Assigned to me, Unassigned, Pinned, Needs reply, Unread
- Quick filters surface AI flagged signals and group conversations
- Universal search across messages, threads, and CRM records
- Custom views per teammate or per team workflow
Hand off threads. Loop teammates in. Move on.
Assign conversations so two people never reply to the same thread. Share threads, leave internal notes, and @mention teammates without ever leaving the inbox or alerting the contact.
- Assign threads to teammates with a single click
- Share entire conversations or single messages with anyone in the workspace
- Internal notes and @mentions stay private from the contact
- Account level sharing gives a teammate access to a Person, Company, or Opportunity
- Every collaboration action logs to the conversation timeline
Every reply updates the CRM.
When a message arrives from a new contact, Dalil suggests creating a Person record. From the conversation pane you can link records, open them in a side panel, or move an opportunity to the next pipeline stage without ever leaving the thread.
- Inbound from a new contact suggests a Person record in one click
- Auto enriches the new record with company, title, and email domain
- Link the same conversation to a Person, Company, and Opportunity at once
- Open and edit the linked record in a side panel without leaving the thread
- Move pipeline stages, add tasks, or enroll in a sequence from the conversation
Stop switching tabs. Start closing.
Bring email, WhatsApp, and LinkedIn into one place where every conversation updates your pipeline.