DAISA for Sales

Your Reps Spend 70%
of Their Time
Not Selling.

Prospect research. CRM updates. Follow-up emails. Pipeline reports.
DAISA automates the busywork so your team can do what they were hired to do — close deals.

Prospect Research
45 min 30 sec
Outreach Email
20 min 1 min
CRM Update
15 min 0 min
Pipeline Report
1 hour 1 chat
See What We Automate
01 — The Problem

Your Best Reps Are
Drowning in Admin Work

Every hour a rep spends on data entry, research, or formatting emails is an hour they're not building relationships and closing revenue. Here's where the time goes:

41%
Not Selling

Reps spend less than 60% of their time on revenue-generating activities. The rest is research, CRM updates, and internal reporting.

Salesforce State of Sales Report
5.5h
Per Week on Data Entry

Logging calls, updating opportunity stages, entering notes, attaching files — manually, after every single interaction.

HubSpot Sales Trends Report
21%
of Pipeline Goes Dark

Deals stall because follow-ups are missed, next steps aren't tracked, and reps lose context between meetings.

Gartner B2B Sales Research
02 — What We Automate

Manual Work Eliminated

Every one of these workflows runs from a single chat message. No training required — just describe what you need.

Before DAISA
Open LinkedIn, Google, Crunchbase, ZoomInfo. Copy-paste company info, tech stack, funding, org chart. Compile into a doc. 45 minutes per prospect.
With DAISA
"Research Acme Corp for my call tomorrow." DAISA returns company size, tech stack, recent news, key contacts, and talking points in 30 seconds.
Before DAISA
Draft email from scratch. Research the prospect's role and company. Personalize the hook. Rewrite the CTA. Review, edit, send. 20 minutes per email.
With DAISA
"Draft outreach to Sarah Chen, VP Eng at Acme." AI researches Sarah, her company, and crafts a personalized email. Review and send with one click.
Before DAISA
After every call: open CRM, find the record, log the call, update the stage, add notes, set next steps, update forecast. 15 minutes per interaction.
With DAISA
"Update Acme deal to negotiation, close date June 15, add note: pricing approved by CFO." Done. CRM updated instantly. Zero clicks.
Before DAISA
Set reminders. Remember context from weeks ago. Write fresh follow-ups for each deal. Track who responded and who didn't. Deals slip through the cracks.
With DAISA
"Set up a 3-touch follow-up for all deals in negotiation with no activity in 5 days." DAISA drafts context-aware messages and sends on schedule. You approve each one.
Before DAISA
Export data from CRM. Build a spreadsheet. Create charts. Format for the Monday standup. Update again for the VP. 1+ hour every week.
With DAISA
"Give me this week's pipeline summary — deals at risk, new opportunities, and forecast vs. target." Instant, real-time, always accurate.
Before DAISA
Manually review inbound leads. Google each company. Guess which ones are worth calling first. High-value leads sit untouched while reps chase bad fits.
With DAISA
"Score and prioritize this week's inbound leads by fit and intent." AI researches each lead, scores them against your ICP, and ranks them. Your reps call the best leads first.
03 — Sales Workflows

Every Sales Motion,
One Chat Away

DAISA handles the complete sales workflow — from first touch to closed-won. Your reps describe what they need; the AI does the rest.

Prospect Research

Company intel, tech stack, funding, org charts, recent news, and competitive landscape — compiled automatically from multiple sources before every call.

30 sec vs 45 min

Personalized Outreach

AI-drafted emails and LinkedIn messages tailored to each prospect's role, company, and pain points. Review, approve, and send — or let DAISA handle the sequence.

1 min vs 20 min

Lead Scoring & Routing

Inbound leads scored against your ICP, enriched with company data, and routed to the right rep — automatically, the moment they come in.

Instant vs manual review

Follow-Up Sequences

Multi-touch follow-up cadences that adapt to each deal's context. DAISA drafts, schedules, and sends — you approve at every step. No deal falls through the cracks.

Automated vs forgotten

Pipeline Intelligence

Real-time pipeline health, deals at risk, forecast accuracy, and rep performance — generated instantly from your live data. Ask any question, get an answer.

1 chat vs 1 hour

Proposal & Content

Generate tailored proposals, battle cards, one-pagers, and ROI calculators — personalized to each prospect's industry, size, and pain points.

Minutes vs days
04 — Custom Workflows

Build Multi-Step Workflows.
AI Does the Work.

Sales managers and reps can design custom multi-step workflows — with AI agents executing every step. Chain together research, outreach, CRM updates, approvals, and follow-ups into a single automated pipeline. No code. No IT ticket. Just describe it.

Example: Inbound Lead Workflow
1
New lead arrives
Trigger: Web form, inbound email, or CRM record created
Trigger
2
AI researches the company & contact
Pulls firmographics, tech stack, recent news, LinkedIn profile
AI Agent
3
AI scores & routes to the right rep
Matches against ICP, assigns territory, notifies via Slack
AI Agent
4
AI drafts personalized outreach
Tailored email using research context and your playbook
AI Agent
5
Rep reviews & approves
Optional human-in-the-loop — or skip and let DAISA auto-send
Human Review
6
AI sends & logs to CRM
Email sent, activity logged, follow-up scheduled automatically
AI Agent

Drag-and-Drop Builder

Chain together any combination of AI actions, human approvals, conditional logic, and integrations. No code. No IT department. Managers build workflows in minutes.

AI at Every Step

Each step in the workflow is executed by an AI agent — researching, writing, analyzing, updating CRM, sending messages — while your reps focus on relationships.

Human-in-the-Loop

Add approval gates at any step. Let AI run autonomously on low-risk tasks, and insert human review for high-stakes moments like pricing or executive outreach.

Runs 24/7

Workflows run continuously in the background — processing leads, sending follow-ups, updating records — even when your team is offline.

05 — Perpetual Campaigns

Set the Persona.
AI Does the Rest. Forever.

Perpetual Campaigns are always-on AI outreach engines. Define your ideal customer persona and playbook once — DAISA finds prospects, researches each one, and decides the best next action every single day. No human babysitting required.

Or configure human-in-the-loop at any critical stage — you choose how much autonomy the AI gets.

How a Perpetual Campaign Runs
Create Persona
Define your ICP, messaging tone, value props, and objection handling
Find Prospects
AI continuously sources prospects that match your persona
Deep Research
AI researches each prospect — company, role, triggers, pain points
Every Day — The AI Checks In and Decides
Email
Personalized cold or warm
Text / SMS
Quick check-ins
Phone Call
AI-initiated or assisted
Social Media
LinkedIn, Twitter, etc.
Gift in Mail
Physical gifts & cards
Any Channel
AI picks the best one
Always On

Your campaign runs every day, autonomously. The AI decides when and how to reach each prospect — morning, evening, weekday — optimized for engagement.

Omnichannel

Email, text, phone, social media, even a physical gift in the mail. The AI evaluates each prospect's engagement history and chooses the channel most likely to get a response.

Your Rules

Go fully autonomous, or add human-in-the-loop at critical stages. Review outreach before it sends, approve channel escalations, or let AI handle everything.

10x
Faster prospect
research
0
Manual CRM
data entry
100%
Follow-up
coverage
24/7
Perpetual campaign
outreach
DAISA

Give Your Reps
Their Time Back.

Every hour DAISA saves on admin is an hour your team spends building pipeline and closing revenue. Request early access and see the difference in your first week.

No credit card required · We'll follow up within 24 hours