Overview

Zayda is a sales CRM for freelancers, agencies, creators and teams that want lead response and pipeline work in one system. It suits organizations combining several outreach channels with sales follow-up; the main constraint is that it does not integrate with case systems.

Its mix of communication, workflow automation and reporting gives teams a connected view of lead activity and pipeline progress. Lead qualification, matter routing, appointment booking and 12 practice-area templates also make it relevant to intake work, though firms that require a case-management handoff should choose a different fit.

Key features

Communication and pipeline workflows

Zayda can respond to leads by email, WhatsApp, SMS and AI follow-up call, then update the pipeline. The Free plan covers email and WhatsApp response; Growth is the entry point for AI responses across all four channels. Built-in telephony, linked email, mass email and virtual meeting integrations give teams more ways to communicate, while the channel mix is most useful when staff need outreach and pipeline tracking together.

Custom stages, multiple team pipelines, task management and automation across stage transitions support sales processes with distinct handoffs. That flexibility is useful as teams grow, but the free tier's single pipeline and lack of team pipelines and roles make it a solo-user option rather than a shared CRM.

Lead tools, reporting and integrations

Spreadsheet import and export, custom forms, real-time alerts and automatic contact capture from Gmail support lead intake and record maintenance. Dashboards cover key metrics and sales and revenue performance, giving managers a way to follow outcomes alongside pipeline activity.

Zayda's integrations span lead sources, messaging, telephony, Google and Microsoft productivity tools, accounting products, AI providers, Zapier, REST API and webhooks. The integrations page lists 60 integrations, but payment support is not consistent across the product's pages: Stripe appears among plan integrations on the pricing page, while payment integrations including Stripe are marked coming soon on the integrations page. Teams depending on payment processing should confirm that capability before committing.

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 GDPR consent-based collection and offers tools to help customers meet HIPAA requirements, but does not state a certification. Those controls may inform a security review, but do not substitute for a buyer's own compliance assessment.

Pricing

Zayda is freemium, with a free trial and monthly per-user paid plans. The free option lowers the cost of evaluating the workflow, but its one-user, one-pipeline and 250-record caps sharply limit its use in a team or growing database.

Plan	Price	What it includes
Free	0.00 USD per free	1 user, 1 pipeline, 250 records, email and WhatsApp lead response, iOS and Android app
Growth	24.00 USD per month, billed monthly per user	Unlimited pipelines, 10,000 records, AI response across email, WhatsApp, SMS and AI calls, 25 automations
Team	49.00 USD per month, billed monthly per user	Unlimited records, roles and permissions, 100 automations, priority AI call routing
Scale	85.00 USD per month, billed monthly per user	Open API and custom integrations, multi-team pipeline governance, SLA-backed support, data residency options, dedicated onboarding specialist

Growth is the first paid tier for teams needing more than 250 records or multiple pipelines, but it still caps records at 10,000 and automations at 25. Team removes the record limit and adds permission controls and 100 automations, making it a more appropriate step for larger shared workflows. Scale is for organizations that need API access, custom integrations, pipeline governance or data residency options; its higher per-user cost also includes SLA-backed support and dedicated onboarding.

The free plan excludes AI follow-up calls, team pipelines and roles.

Platforms

Zayda is available on web, Android and iOS, and includes an API. The mobile apps are offered through the Apple App Store and Google Play Store, supporting access beyond desktop use.

Who it's for

Freelancers and small teams can start with Free if one user, one pipeline and 250 records cover their needs. Agencies, creators and growing sales organizations are better served by Growth or Team when they need multiple pipelines, more records, team permissions or higher automation capacity. Scale is the fit for teams that need open API access, custom integrations, multi-team governance or data residency options.

Organizations handling legal or other intake may value lead qualification, matter routing, appointment booking and practice-area templates. Zayda is not the right choice when a connection to a case system is required.

Pros and cons

Pros: Email, WhatsApp, SMS and AI call response can connect outreach with pipeline updates, reducing the gap between communication and follow-up tracking.
Pros: Custom stages, team pipelines and stage-transition automation support processes more involved than a single shared lead list.
Pros: The plan ladder scales from a free solo setup to unlimited records, API access and multi-team governance.
Cons: Free is limited to one user, one pipeline and 250 records, and omits AI follow-up calls and team roles, so it is not a practical team tier.
Cons: Case system integrations are absent, ruling it out for workflows that require a case-management connection.
Cons: Payment integration status is conflicting across Zayda's pages, which makes Stripe-dependent workflows worth verifying first.

Alternatives

For a broader comparison, see Legal Intake Software.

Lawmatics is a paid alternative with a free trial and features including client intake, lead management, calendaring, custom forms, e-signature, SMS and task management.
Vetted Intake suits buyers looking for a built intake build: its Launch plan starts at 5,000.00 USD one-time, plus $250/mo, for a single office and includes PI intake and qualification, booking, one-way texting and one case-management sync.
Reflekt Legal has a free solo option with 30 calls, call transferring and appointment scheduling, and is worth considering for a web-based call workflow.
Intaker is another option for teams comparing intake platforms across Android, iOS and web.
CaseGen uses custom pricing billed per call, with an implementation fee based on setup.
Miranda is a paid, web-based alternative.
IntakeAI offers a freemium, web-based alternative.
B24 is a paid, web-based option with custom pricing for its Firm plan.

Verdict

Zayda is a strong fit for freelancers, agencies and sales teams that want lead communication, configurable pipelines, automation and reporting in one CRM. Its channel coverage and clear growth path are the reasons to choose it; the small free caps and absence of case system integrations are the reasons to look elsewhere if you need a shared intake system or case-management handoff.

	CasePlus AI	Zayda
Free plan	No	Yes
Free trial	No	Yes
Paid from	—	$24/mo
Open source	No	No
Platforms	Web	Android, api, iOS, Web
Free plan	No	Yes
Paid from	299 /mo	—
Lead qualification	Yes	Yes
SMS follow-up	Yes	Yes
Case system integrations	Yes	No
Matter routing	—	Yes
Appointment booking	—	Yes
Practice-area templates	—	12

CasePlus AI vs Zayda

CasePlus AI

Zayda