Zayda

Overview

Zayda is an AI sales CRM for freelancers, agencies, creators and sales teams that want lead follow-up connected to pipeline work. Its strongest case is combining multichannel responses, configurable workflows and sales reporting; the main caveats are the free plan’s narrow limits and the absence of case system integrations.

It also supports lead qualification, matter routing and appointment booking, with 12 practice-area templates. That gives it potential for intake-oriented work, but firms that need a direct connection to a case system should consider another product.

Key features

Lead response and pipeline workflows

Zayda can respond to leads by email, WhatsApp, SMS and AI follow-up call, then update the pipeline. Free covers email and WhatsApp responses; Growth is the first tier with AI response across all four channels. Built-in telephony, linked email, mass email and virtual meeting integrations add communication options, though the free tier’s channel limits make it a poor fit for teams seeking fully automated outreach.

Custom stages, multiple team pipelines, task management and automations across stage transitions let organizations shape pipeline work around their process. That flexibility is useful as a sales operation grows, but Free is restricted to one pipeline and excludes team pipelines and roles. A solo user can start there; a shared team will quickly need a paid plan.

Lead tools, reporting and integrations

Spreadsheet import and export, custom forms, real-time alerts and automatic contact capture from Gmail cover common ways to bring inquiries into the CRM. Dashboards report key metrics and sales and revenue performance, giving managers a way to follow results alongside pipeline activity.

Zayda’s integrations span 60 connections, including lead sources, messaging and telephony services, Google and Microsoft productivity tools, accounting products, AI providers, Zapier, REST API and webhooks. That breadth can reduce the need to move data manually, while open API and custom integrations are reserved for Scale. Payment status is less clear in practice: the pricing page includes Stripe among plan integrations, but the integrations page marks payment integrations, including Stripe, as coming soon.

Security and compliance

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 consent-based data collection for GDPR and offers tools to help customers meet HIPAA requirements; those tools are not a stated certification, so organizations remain responsible for assessing their own compliance needs.

Pricing

Zayda has a free plan and a free trial, with paid plans billed monthly per user. The free option is useful for evaluating a solo workflow, but its one-user, one-pipeline and 250-record caps—and lack of AI follow-up calls, team pipelines and roles—make it a limited long-term choice.

• Free — 0.00 USD per free: One user, one pipeline, 250 records, email and WhatsApp lead response, and iOS and Android apps. Best for a solo user with modest lead volume and basic response needs.
• Growth — 24.00 USD per month (billed monthly; per user): Unlimited pipelines, 10,000 records, AI response across email, WhatsApp, SMS and AI calls, and 25 automations. It is the entry point for users needing multichannel AI follow-up, but still caps records and automations.
• Team — 49.00 USD per month (billed monthly; per user): Unlimited records, roles and permissions, 100 automations and priority AI call routing. It suits teams that need access controls and higher automation capacity; its price is per user, so costs rise with headcount.
• Scale — 85.00 USD per month (billed monthly; per user): Open API and custom integrations, multi-team pipeline governance, SLA-backed support and data residency options. This is the fit for organizations needing greater integration control, governance or support commitments.

Scale also includes a dedicated onboarding specialist. Zayda invites prospective customers to request personalized walkthroughs. No trial length is stated.

Platforms

Zayda supports Android, iOS, web and API access, and says its mobile apps are available through the Apple App Store and Google Play Store. The Free plan explicitly includes iOS and Android apps, which makes it possible to handle basic lead response on mobile as well as at a desk.

Who it's for

Zayda is best suited to freelancers, agencies, creators and growing sales organizations that want lead intake, follow-up and pipeline reporting in one CRM. Its qualification, routing, appointment-booking and practice-area template capabilities may also serve intake teams. It is not the right fit for a firm that depends on case system integrations, which Zayda does not provide.

Pros and cons

• Pro: Lead responses span email, WhatsApp, SMS and AI calls on Growth, reducing the need to manage each outreach channel separately.
• Pro: Custom stages, multiple pipelines and stage-transition automation support more than a fixed, one-size-fits-all sales process.
• Pro: The free plan gives a solo user a way to start without a subscription, including mobile apps and two response channels.
• Con: Free stops at one user, one pipeline and 250 records, and excludes AI calls and team controls, so it is not a practical shared-team tier.
• Con: Growth and Team retain defined record or automation ceilings, while per-user monthly pricing means expansion adds cost.
• Con: Payment integration status is inconsistent across Zayda’s pages, and case system integrations are absent.

Alternatives

For a broader comparison, see Legal Intake Software.

• Intaker is worth considering if a paid product with a free plan and Android, iOS and web support better matches your preference; its Enhanced Services fees vary by usage and are nonrefundable.
• Lawmatics may fit buyers seeking client intake, lead management, calendaring, custom forms, e-signature, SMS and task management, with a free trial and no free plan.
• Reflekt Legal is an alternative for web-based intake centered on calls: its free tier includes 30 calls, call transferring and appointment scheduling.
• Miranda is another paid, web-based option.
• CaseGen may suit buyers who prefer month-to-month, per-call custom pricing, with an implementation fee based on setup.
• B24 is a paid web option whose Firm plan describes unlimited practice areas, case-type and attorney routing, automated follow-up sequences and case-management handoff.
• Velox Legal may appeal to buyers seeking unlimited intake conversations and Chat/SMS intake, with its Solo Starter plan at 199.00 USD per month.
• Vetted Intake is a paid API and web option with a Launch setup from 5,000.00 USD per once, plus $250/mo, for a single-office package.

Verdict

Choose Zayda if you want a CRM that connects lead response across channels with configurable pipelines and reporting, and can work within per-user pricing. Growth is the more credible starting point for automated multichannel follow-up; Free is mainly for a solo user testing a small pipeline. Look elsewhere if case system integration is essential or if the payment connection needs to be settled before adoption.