Dalil is now Vetta. Read the storyThe story

Vetta
Use case · GTM established

Your team. Focused, visible, in sync.

Reps stay focused on their book, managers get the bird’s eye view and can drill into any deal. The whole team shares conversations, so handoffs feel seamless, and Vetta Brain catches you up on any record in one click.

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Focus
permissions per rep
Visibility
live for managers
Shared
conversations across the team
1 click
Brain on every record

The two promises

Focus and visibility, on the same team.

Two reasons revenue teams move from a stitched-together stack to one product.

Promise 1

Permissions for focus, not just security.

Reps see their deals. Managers see the team. Admins see everything. Permissions are not only 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 analytics for managers, drill into any record
  • Audit log on every change: who, what, when, where
Promise 2

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 Vetta writes the summary in seconds.

  • Email, LinkedIn and WhatsApp threads shared on the record
  • Internal notes, @mentions and tasks alongside the conversation
  • Brain reads a record’s conversations and notes and suggests the next steps
  • Anyone on the team picks up the deal exactly where it stands
1 of 1
A large expedition crosses the glacier in formation behind two Vetta guides

The flow

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.

  1. 01 · Step 1 · Reps focused

    Every rep works the book that belongs to them.

    Saved views, scoped pipelines, role permissions. A rep opens Vetta and sees their deals, their tasks, their region, their book of business. Nothing else clutters the screen or competes for attention.

    • Saved views and boards scoped per rep, region or pipeline
    • Field-level permissions for sensitive data like deal value
    • Custom roles beyond rep, manager and admin
    • Audit log on every change: who, what, when, where

    Powered byLead & Deal ManagementIntegrations & APIs

  2. 02 · Step 2 · Managers see all

    A bird’s eye on the team. Drill into any deal.

    Open Pulse and the whole motion is in front of you: open pipeline, win rate, average deal, what closes this month, and what the team still owes. Switch from just you to your team to everyone, and click any number or bar to land in the records behind it.

    • Pulse dashboards for overview, leads, pipeline and team
    • Open pipeline, win rate, average deal and closing this month
    • Overdue tasks and workload by owner, in one glance
    • Click a number or a bar to open the records behind it

    Powered byAnalyticsLead & Deal Management

  3. 03 · Step 3 · Collaborate

    The team picks up where someone else left off.

    Every connected inbox decides what it shares: everything, or only the metadata. Share a mailbox, a LinkedIn account or a WhatsApp number and its conversations sit on the record for the team, with internal notes, @mentions and tasks next to them. When a rep is on holiday or a deal changes hands, the next person reads the record and walks into the next call.

    • Share each account fully, or metadata only, and the team follows
    • Email, LinkedIn and WhatsApp threads on the same record
    • Internal notes and @mentions next to customer messages
    • A private thread shows who owns it and lets you request access

    Powered byUnified InboxLead & Deal Management

  4. 04 · Step 4 · Brain on the record

    No access to every message? One click and you are caught up.

    Open any contact, company or opportunity and generate Brain insights over the last 7 to 60 days. Vetta reads the conversations, notes and meeting notes on the record and writes an overview, the key requests, the sentiment, what to watch and the next steps it suggests. The judgement stays yours, the catching up takes seconds.

    • An overview, key requests, sentiment, watchpoints and suggestions
    • Drawn from conversations, notes and AI meeting notes
    • Turn a suggestion into a task or a note in one click
    • Claude Code Skills extends Brain with your own AI operations

    Powered byVetta BrainClaude Code Skills

What it unlocks

The result, not the feature list.

Focus

Reps work, managers manage

Permissions and saved views keep each role on what matters. The team stops swimming through irrelevant records and the weekly status meeting becomes optional.

Seamless

Handoffs without lost context

Holiday cover, an account swap, a new joiner picking up an old deal. Every shared conversation is on the record, and every handoff is one click from Brain insights.

Seconds

To catch up on any record

Generate Brain insights on a contact, a company or an opportunity and Vetta writes what happened, what matters and what to do next, ready for the next call.

Features used

The features that make this work.

The team flow runs on these Vetta capabilities: CRM, analytics, conversation history and the AI brain on every record, all in one product.

Built for teams of 10 to 500

Move your team off the stack. Onto a single source of truth.

Bring your CRM, sequences, conversation history and reporting into one product. Reps stay focused, managers see everything, and the team picks up where someone else left off. Migration help included, SSO and custom roles from day one.

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