Zayda

Overview

Zayda is an AI sales CRM for freelancers, agencies, creators and sales teams that need to respond to leads and keep follow-up tied to a pipeline. Its appeal is the combination of lead communication, pipeline tools and automation; the trade-off is a tightly capped free tier and no case system integrations.

It supports lead qualification, matter routing and appointment booking, with 12 practice-area templates. That makes it relevant to organizations handling inquiries as well as general sales leads, but teams that need their CRM connected to a case system should look elsewhere.

Key features

Lead response and pipeline management

Zayda can respond to leads by email, WhatsApp, SMS and AI follow-up call, then update the pipeline. Free includes email and WhatsApp lead response; Growth adds AI response across all four channels. Built-in telephony, linked email, mass email and virtual meeting integrations broaden the communication options, while AI calls and SMS response make Growth the first plan suited to teams seeking more automated outreach.

Custom stages, multiple team pipelines, task management and workflow automation across stage transitions help teams organize work around their own sales process. But the free plan permits just one pipeline and excludes team pipelines and roles, so it is better suited to a solo user with a simple funnel than a shared sales operation.

Lead tools, reporting and integrations

Spreadsheet import and export, custom forms, real-time alerts and automatic contact capture from Gmail support lead intake and contact upkeep. Dashboards track key metrics and report sales and revenue performance, giving teams a way to monitor pipeline results.

Zayda connects to 60 integrations spanning lead sources, messaging, telephony, productivity tools from Google and Microsoft, accounting products, AI providers, Zapier, REST API and webhooks. There is an important qualification for buyers considering billing workflows: the pricing page includes Stripe among plan integrations, but the integrations page marks payment integrations, including Stripe, as coming soon.

Zayda says data is encrypted in transit and at rest, account access is controlled, and customer data is not sold or used for advertising. It supports GDPR consent-based data collection and provides tools to help customers meet HIPAA requirements; these are not claims of certification.

Pricing

Zayda has a free plan, a free trial and monthly paid plans priced per user. The paid plans scale mainly by records, automation, team controls and support, so the right choice depends on whether the single-user cap or the operational limits are the greater constraint.

Free is a practical starting point for one person testing a basic pipeline, but 250 records and one user put a low ceiling on sustained use. Growth removes the pipeline cap and raises capacity to 10,000 records, adding richer AI follow-up and 25 automations; it still has a record limit and does not include the listed roles and permissions. Team makes more sense for collaborative use, with unlimited records, access controls and 100 automations, plus priority AI call routing. Scale is aimed at organizations needing API access, custom integrations, governance across teams, data residency options and SLA-backed support; it also includes a dedicated onboarding specialist. Its higher per-user price is difficult to justify for a small team that does not need those controls and support commitments.

Platforms

Zayda is available on web, iOS and Android, and offers an API. Its mobile apps suit users who need access away from a desk, while API access and custom integrations are reserved for Scale.

Who it's for

Zayda fits solo operators who can work within one pipeline, and growing sales teams that want lead response, workflow automation and reporting in the same CRM. The free plan is most suitable for trying a small contact flow; Growth suits users who need more channels or multiple pipelines, while Team and Scale are better aligned with organizations needing collaboration controls or broader governance. It is not the right fit for a legal or other intake operation that depends on case-system integrations.

Pros and cons

• Pros: Email, WhatsApp, SMS and AI-call response can keep multiple lead channels connected to pipeline follow-up.
• Pros: Multiple pipelines, stage-transition automation and role controls support a path from solo use to team workflows.
• Pros: Spreadsheet tools, forms, Gmail contact capture and performance dashboards cover key intake and monitoring tasks.
• Cons: Free is limited to one user, one pipeline and 250 records, and excludes AI follow-up calls and team roles.
• Cons: Case system integrations are absent, limiting its fit for organizations that need intake to hand off directly into case management.
• Cons: Stripe and other payment integrations are marked coming soon on the integrations page, despite Stripe appearing among plan integrations.

Alternatives

For a broader comparison, see Legal Intake Software. Intaker is a paid option with a free plan and Android, iOS and web support; its Enhanced Services plan uses a monthly subscription with usage-dependent fees and no refunds. Reflekt Legal is another freemium option, but it is web-only and has no free trial; its Free Solo plan includes 30 calls, call transferring and appointment scheduling at no cost.

Miranda is a paid, web-based alternative. CaseGen offers a paid web option with custom month-to-month pricing per call and an implementation fee based on setup. IntakeAI is a freemium alternative available on web.

Lawmatics is worth considering for teams seeking a paid intake and lead-management product with a free trial; its Essential plan includes calendaring, custom forms, e-signature, SMS and task management, among other tools. B24 is a paid web option with a custom-priced Firm plan. Velox Legal is another paid web alternative with a free trial; its Solo Starter plan costs $199 a month and includes unlimited intake conversations and Chat/SMS intake.

Verdict

Choose Zayda if you want lead communication and pipeline follow-up in one CRM, with room to add automation and team controls as your operation grows. Its strongest case is the breadth of channels and workflow tools across the paid tiers. Look elsewhere if you need case-system integration, or if the free plan's user, pipeline and record caps would quickly constrain your work.