Focus and visibility, on the same team.
Two reasons revenue teams move from a stitched together stack to one product.
Permissions for focus, not just security.
Reps see their deals. Managers see the team. Admins see everything. Permissions are not just a compliance checkbox, they keep each role looking at the work that matters to them. Less noise, more closing.
- Saved views and pipelines scoped per role and region
- Field level permissions for sensitive deal data
- Live aggregate analytics for managers, drill into any record
- Audit log on every change, with who, what, when, where
Collaboration that survives a holiday.
A deal does not belong to one inbox. Conversations on email, LinkedIn, and WhatsApp sit on the record, visible to the team, with internal notes alongside. When you cannot read every message, click Brain on the record and Dalil writes the summary in seconds.
- Customer threads on email, LinkedIn, WhatsApp shared on the record
- Internal notes, @mentions, and tasks alongside the conversation
- Brain summarises any record across Person, Company, Opportunities
- Anyone on the team can pick up the deal exactly where it stands
How a 20 person revenue team runs the day.
Reps, managers, and admins each get the surface they need. Conversations live on the record. Brain catches you up on anything in one click.
Every rep works the book that belongs to them.
Saved views, scoped pipelines, role permissions. A rep opens Dalil and sees their deals, their tasks, their West region, their book of business. Nothing else clutters the screen, nothing else competes for the attention. The permissions keep the focus.
- Saved views and kanban scoped per rep, region, or pipeline
- Field level permissions for sensitive data like deal value
- Custom roles you define beyond rep, manager, admin
- Audit log on every change, who, what, when, where
A bird’s eye on the team. Drill into any deal.
Open the dashboard, the whole motion is in front of you. Pipeline value, win rate, average cycle, forecast gap. The funnel chart shows the count at every stage. The cycle length line plots the last nine weeks. Quota bars sort the team by who is on track and who needs help. Click any number, any chart, any rep, and you land in the records behind it.
- Forecast committed and best case, side by side, with upside in dollars
- Funnel chart with the count and conversion at every stage
- Cycle length trend across the last nine weeks, week by week
- Quota progress per rep, drill into the deals behind any bar
The team picks up where someone else left off.
Share the email thread. Share the LinkedIn DM. Share the WhatsApp conversation. Internal notes, @mentions, and tasks live next to the customer messages. When a rep is on holiday or a deal hands off, the next person reads the record and walks straight into the next call.
- Email, LinkedIn, and WhatsApp threads shared on the record
- Internal notes and @mentions next to customer messages
- Avatar stack shows who is working the account
- No more "let me find the email Sarah sent on Tuesday"
No access to every message? One click and you are caught up.
Open any contact, any company, any opportunity, click Brain. Dalil reads everything attached to that record and writes a summary. The Person, the Company, the related Opportunities, all in three short cards. The judgement stays yours, the catching up takes seconds.
- Per record summary across the Person, Company, and Opportunities
- Pulls from every email, LinkedIn DM, WhatsApp, note, and task
- No need to read 12 emails to know where the deal stands
- Claude Code Skills extends Brain with custom AI ops on your data
The result, not the feature list.
The features that make this work.
The team flow lives on top of these Dalil capabilities. CRM, analytics, conversation history, and the AI brain on every record, all in one product.
Move your team off the stack. Onto a single source of truth.
Bring your CRM, sequences, conversation history, and forecast into one product. Reps stay focused, managers see everything, the team picks up where someone else left off. Migration help included. SSO and custom roles from day one.