DaCodes CRM — AI-Native Sales Platform

AI-Native CRM · Built for revenue teams

The CRM that closes deals for you.

A pipeline that thinks. AI scores every opportunity, drafts your next email, summarizes every call and tells you who to chase — all under your brand, with no per-seat licensing.

4–6 week setup Hosting + AI included No per-seat cost
DashboardOpportunitiesContactsCompaniesCampaignsReportsQuotes
🔍 Search… ⌘K 🔔 AC
OPPORTUNITIES
Pipeline
10 deals · $712k in pipeline COLD — NEEDS ATTENTION (<30%) WARM (30–69%) HOT (≥70%) SIZE = DEAL AMOUNT
⌄ Filter + New Deal
DISCOVERY3 deals
$120k10%
$95k10%
$70k10%
PROPOSAL3 deals
$90k30%
$35k30%
$20k30%
NEGOTIATION1 deal
$45k60%
CLOSING2 deals
$120k80%
$85k80%
WON1 deal
$32k100%
AI Close Score Lvl Risk · 78% +12 pts this week
Auto-drafted "Follow-up email" ready to send
Pipeline today $712k · 10 deals 3 hot · 1 won
Trusted by sales & revenue teams at
Measurable impact

Not data entry. Real revenue.

Aggregated outcomes from DaCodes CRM deployments at sales orgs across LATAM during 2024–2025.

+34%
Win rate
vs. the same teams' previous CRM
−61%
Time on CRM admin
AI logs calls, drafts emails, updates fields
$2.4M
Avg. recovered pipeline
deals flagged "cold" before they died
4.8/5
Rep satisfaction
finally a CRM reps don't hate
Core capabilities

One CRM. Everything sales needs.

Every block is a real CRM capability — engineered with enterprise-grade rigor and the velocity your reps actually want.

★ featured · AI Intelligence

Every deal gets an
AI score, a reason, and a next step.

The model reads your activity — calls, emails, notes, meetings — and tells reps where to spend the next hour. Score, positive factors, risk factors, suggested next steps. Continuous, not a monthly export.

Inside the AI Engine →
Pipeline temperature

Hot, warm, cold — at a glance

Deals get a color and a size. You see the shape of the quarter in one second.

Disc.
Prop.
Neg.
Close
Won
AI Close Score

From 0 to 100, with reasons

Medium risk Score climbed +12 this week after the product demo.

Refresh on demand or let the engine recompute as new activity lands.

Visual pipeline

A board built for revenue

Drag deals, see amount and probability, filter by owner, segment or temperature.

Open the pipeline →
DISC.
3
$285k
PROP.
3
$145k
NEG.
1
$45k
CLOSE
2
$205k
WON
1
$32k
WEIGHTED FORECAST $398,500
Cold $28.5k Warm $87k Hot $283k
Contacts & companies

Every interaction, in one place

Calls, emails, meetings, quotes, notes — the whole story of a relationship, with AI summarizing every touchpoint.

📞 Calls ✉ Emails 📅 Meetings 📄 Quotes 📝 Notes
Ask AI

Your CRM copilot, in chat

Ask anything about your pipeline. The model knows every deal, every contact, every email — and answers with citations to the underlying record.

› Which deals at risk close this month?
// 3 deals · $185k · all stalled 14+ days…
The seller journey

From first contact to signed deal.

A workflow designed moment by moment — not a feature checklist.

// 01 ── Capture

A new deal, with all its context already attached.

Create an opportunity in two clicks. The CRM pulls company, contact, ownership and an estimated close date — and starts tracking activities, quotes and notes from minute one. Stage progression is right there at the top.

Stage progression bar: discovery → won
Deal value, owner, contact and est. close visible at a glance
Action dock: call, email, meeting, Ask AI, note
Deal created · ready to work
DashboardOpportunitiesContactsCompaniesCampaigns
🔍 Search… ⌘K🔔AC
← Opportunities
› Advance to Proposal ✎ Edit
DISCOVERY TechSolutions MX
SRP Implementation —
Constructora Noreste
DEAL VALUE$95,000
OWNER
ACAdmin CRM
CONTACT
MRMario Ruiz
EST. CLOSEJul 30, 2026
CURRENT STAGE0% TO CLOSE
DISCOVERYPROPOSALNEGOTIATIONCLOSINGWON
IA SCORE
EVOLUTION —
AI INTELLIGENCE
No analysis yet — generate a score with AI
✦ Analyze
AllCallsEmailsMeetingsQuotesNotes
📞CALL
EMAIL
📅MEETING
ASK AI
📝NOTE
// 02 ── Analyze

The AI tells you why this deal will (or won't) close.

A close score from 0 to 100, with positive and risk factors, a plain-language summary, and one-click drafts: next steps, follow-up email, value proposition. Every assistant action runs against the deal's real activity history.

Score with explainable positive & risk factors
One-tap drafts: next steps, email, value prop
Recompute when new activity lands — no monthly export
Score 10% · medium risk
DashboardOpportunitiesContactsCompaniesCampaigns
🔍 Search… ⌘K🔔AC
DISCOVERY TechSolutions MX
SRP Implementation —
Constructora Noreste
DEAL VALUE$95,000
OWNER
ACAdmin CRM
CONTACT
MRMario Ruiz
CURRENT STAGE0% TO CLOSE
DISCOVERYPROPOSALNEGOTIATIONCLOSINGWON
10IA SCORE
EVOLUTION —
AI INTELLIGENCE
Close score 10% · risk medium
✦ RefreshHide
POSITIVE FACTORS
  • Client showed strong interest
  • One activity completed
  • Formal proposal requested
RISK FACTORS
  • Only one activity completed
  • Probability assigned is 0%
  • Call pending
Close score is low because of the low probability assigned and the lack of completed activities.
AI ASSISTANT
+ Next steps + Email draft + Value proposition
📞CALL
EMAIL
📅MEETING
ASK AI
📝NOTE
// 03 ── Act

Every meeting tagged with sentiment, automatically.

The AI listens to your calls and meetings, extracts the key sentence, scores sentiment positive/neutral/negative, and pins it to the timeline. The next rep who opens the deal already knows what happened.

Sentiment scoring on calls, emails and meetings
Quote-style highlights pinned to the timeline
Tabs: All · Calls · Emails · Meetings · Quotes · Notes
Positive sentiment detected
AllCallsEmailsMeetingsQuotesNotes
Product Demo
DONEPOSITIVE
Client showed strong interest, requested a formal proposal for next week.
"Client showed strong interest, requested a formal proposal for next week."
📹 jtn-efik-xqsMay 11, 2026 · 10:22 a.m.
Discovery Call May 11, 2026 · 10:00 a.m.
✦ Admin CRM Log result
Internal note May 11, 2026 · 09:59 a.m.
Client interested in accounting and payroll modules.
Admin CRM
📞CALL
EMAIL
📅MEETING
ASK AI
📝NOTE
AI Intelligence — built in, not bolted on

Not a chatbot. Not a sidebar.
The brain of every deal.

Designed with modern AI principles: explainable scoring, continuous learning, drafted actions and a copilot that reads your CRM as well as you do.

Close Score

0–100 with positive and risk factors. Recomputes as activity lands. Always explainable.

0–100

Sentiment on every touch

Calls, meetings and emails get a sentiment tag and a key-quote highlight on the timeline.

3-way

Next-step drafts

One tap to generate a follow-up email, value proposition, or the exact action this deal needs next.

1-tap

Ask AI, anywhere

"Which deals stalled? Who's worth chasing today?" — full-pipeline answers with citations to records.

+34% win rate, −61% admin time

When the CRM does the thinking — scoring, summarizing, drafting — reps stop being typists and start being closers. The numbers are real averages from active customers.

DashboardOpportunitiesContactsCompanies
🔔AC
DISCOVERY TechSolutions MX
SRP Implementation —
Constructora Noreste
DEAL VALUE$95,000
OWNER
ACAdmin CRM
CONTACT
MRMario Ruiz
10IA SCORE
EVOLUTION —
AI INTELLIGENCE
Close score 10% · risk medium
✦ RefreshHide
POSITIVE FACTORS
  • Client showed strong interest
  • One activity completed
  • Formal proposal requested
RISK FACTORS
  • Only one activity completed
  • Probability assigned is 0%
  • Call pending
Close score is low because of the low probability assigned and the lack of completed activities. Logging the discovery call and confirming proposal scope will lift it materially.
AI ASSISTANT
+ Next steps + Email draft + Value proposition
Product Demo
DONEPOSITIVE
"Client showed strong interest, requested a formal proposal for next week."
AI SCORE 78 / 100
Who's using it

One CRM. Three revenue motions.

Same engine — tuned to your motion: high-velocity inbound, complex B2B, or full revenue operations.

Sales teams

Direct sales & AEs

For account executives who own quota. Less data entry, faster forecast, AI-scored deals and one-tap follow-ups that read like a senior rep wrote them.

  • Pipeline with hot/warm/cold temperature
  • One-tap email, next-step and proposal drafts
  • Sentiment on every call and meeting
  • Native quotes module, no extra tool
RevOps

Revenue operations

For the people responsible for forecast accuracy, pipeline hygiene and rep productivity. Real-time signals, not month-end exports.

  • Weighted forecast that updates with every activity
  • Stage progression and conversion analytics
  • Skill-gap analysis across reps and segments
  • SSO, role-based access, audit trail
Marketing

Marketing & campaigns

Campaign module wired to the same pipeline. See which campaign actually generated revenue — not just clicks.

  • Campaigns linked to opportunities and revenue
  • Contact & company segmentation
  • Attribution from first touch to closed deal
  • Cohort engagement analytics
Why switch

Traditional CRM vs. DaCodes CRM.

An honest comparison. The difference isn't marketing — it's in the architecture.

Capability
Traditional CRM
DaCodes CRM
Deal scoring
Manual probability dropdown
AI score 0–100 with factors
Activity logging
Reps type it in (or don't)
AI captures calls, emails, sentiment
Follow-up emails
Templates from 2014
Drafted from the actual conversation
Pricing model
Per seat / month, escalating
Implementation + flat fee
Branding
Their logo, your data
Full white label + your domain
Average win rate
Same as last year
+34% at active customers
Forecast accuracy
Monthly snapshot
Recomputed on every touch
"In the first quarter, we recovered six deals our team had written off as cold. The AI flagged them, drafted the re-engagement email, and three of them closed."
RM
Roberto Mendoza VP of Sales, mid-market SaaS company, LATAM
4.8/5

"Finally a CRM the reps actually open on Monday morning."

— Revenue Operations Lead, fintech
−61%

time spent on CRM admin vs. our previous stack. That's a full extra hour of selling per rep per day.

— Head of Inside Sales, regional ISV
White Label

Your brand. Your domain. Your CRM.

Turnkey implementation: complete visual identity, your own domain, dedicated infrastructure and a transparent commercial agreement — no per-seat licensing.

Initial setup Custom scoped to your pipeline and integrations
Monthly fee Flat infrastructure, AI and support included
  • Full branding: logo, palette, typography and your own domain
  • Migrate from HubSpot, Salesforce or any source
  • Dedicated hosting, AI models and backups included
  • 24/7 support with SLA and dedicated account manager
Request a quote
🔔AC
PIPELINE
Your team this quarter
+ New Deal
DISC.
3
PROP.
3
NEG.
1
CLOSE
2
WON
1
AI INTELLIGENCE
3 hot · 1 won
3 deals need attention this week. SRP Implementation is on track for August close. Two cold deals are showing renewed interest — drafts are ready in your inbox.
🎯 FOCUS TODAY Constructora Noreste · $95k
Send the proposal you drafted yesterday. Score climbed +12 since the demo.
WIN RATE
+34%
FORECAST
$712k

Take your revenue
to the next level.

Book a 30-minute discovery call. We'll map your sales motion and send a tailored proposal within a week.