Zayda

Overview

Zayda is an AI sales CRM for freelancers, agencies, creators and sales teams that want lead response and pipeline work in one system. It is strongest for organizations that need configurable follow-up and automation; the one-user free tier is a narrow starting point, and the lack of case system integrations rules it out for some legal workflows.

It also supports lead qualification, matter routing and appointment booking, with 12 practice-area templates. Those capabilities make it relevant to intake as well as general sales, but firms that need their CRM connected to a case system should look elsewhere.

Key features

Lead response and pipeline work

Zayda responds to leads by email, WhatsApp, SMS and AI follow-up call, then updates the pipeline. Free covers email and WhatsApp response; Growth adds AI response across all four channels, including SMS and calls. Built-in telephony, linked email, mass email and virtual meeting integrations add communication options. This breadth suits teams seeking to keep outreach tied to sales work, though the free plan omits AI follow-up calls.

Custom stages, multiple team pipelines, tasks and automation across stage transitions let teams organize work around their sales process. The free plan allows one pipeline and excludes team pipelines and roles, making it a solo funnel rather than a shared team workspace. Growth allows unlimited pipelines and 25 automations; Team raises that to 100 automations and adds roles and permissions.

Lead tools, reporting and integrations

Spreadsheet import and export, custom forms, real-time alerts and automatic contact capture from Gmail support lead collection and upkeep. Dashboards cover key metrics and sales and revenue performance, giving managers a view of results alongside pipeline activity.

The integrations page lists 60 connections spanning lead sources, messaging, telephony, Google and Microsoft productivity tools, accounting products, AI providers, Zapier, REST API and webhooks. There is a meaningful caveat for payment workflows: the pricing page includes Stripe among plan integrations, but the integrations page marks payment integrations including Stripe as coming soon. Teams should not choose Zayda on the assumption that Stripe is ready to use.

Security and compliance

Zayda says it encrypts data in transit and at rest, controls account access, and does not sell customer data or use it for advertising. It supports consent-based data collection for GDPR and offers tools to help customers meet HIPAA requirements, but does not state a certification. Organizations that require certified compliance should not treat these features as a substitute.

Pricing

Zayda has a free plan, a free trial and paid plans billed monthly per user. The paid tiers scale from $24.00 USD per month to $85.00 USD per month, so the per-user structure matters as teams grow.

Free is useful for a solo user testing a basic pipeline, but 250 records and one pipeline put a quick ceiling on sustained use. Growth is the first plan for broader channel response and a larger contact base, although its 10,000-record cap and 25 automations may constrain busier teams. Team removes the record ceiling and adds permission controls, making it the better fit for shared operations. Scale is aimed at multi-team organizations that need governance, integration flexibility, support commitments or data residency options.

Scale also includes a dedicated onboarding specialist. The site invites prospective customers to request a personalized walkthrough.

Platforms

Zayda supports web, iOS, Android and API. It says its mobile apps are available through the Apple App Store and Google Play Store, while Scale is the plan that includes an open API and custom integrations.

Who it's for

Freelancers and small teams can start with Free if one pipeline and 250 records are enough. Agencies, creators and growing sales organizations are better served by a paid tier once they need multiple pipelines, automated response, shared permissions or higher record capacity. Legal intake teams may value qualification, matter routing, appointment booking and the 12 practice-area templates, but firms dependent on case system handoff should favor a tool that supports those integrations.

Pros and cons

• Pros: Lead response spans email, WhatsApp, SMS and AI calls on Growth and above, reducing the need to separate outreach from pipeline tracking.
• Pros: Custom stages, team pipelines, tasks and transition automations support varied sales processes, with unlimited records and role controls on Team.
• Pros: The Free plan provides a real entry point for a solo user, and the product covers mobile as well as web.
• Cons: Free is capped at one user, one pipeline and 250 records, and omits AI follow-up calls, team pipelines and roles.
• Cons: No case system integrations limits its fit for legal practices that need intake connected to case management.
• Cons: Stripe's conflicting status across pricing and integrations makes it an uncertain choice for payment-dependent workflows.
• Cons: HIPAA support tools are not presented as a certification, which may not satisfy organizations with formal certification requirements.

Alternatives

For a broader comparison, see Legal Intake Software. Choose Intaker if its paid model, free plan and Android, iOS and web coverage better match your requirements; its Enhanced Services pricing varies by usage and carries no refunds. Lawmatics is worth considering if you need its Essential plan's 500 contacts, intake, lead management, calendaring, custom forms, e-signature, SMS and task management; it has no free plan but does offer a free trial.

Reflekt Legal is an option for web-only users who want a free solo tier with 30 calls, call transferring and appointment scheduling, and it has no free trial. Miranda is another paid, web-based alternative.

Velox Legal may suit teams seeking its Solo Starter plan's unlimited intake conversations and chat/SMS intake, one practice-area triage tree, calendar integration and lead management; it is paid and offers a free trial. CaseGen is a paid web option with a custom plan billed per call and pricing customized to call volume, plus an implementation fee based on setup.

B24 may be a better fit for firms needing unlimited practice areas, routing by case type and attorney, automated follow-up, case-management handoff and an approved-answer library; its Firm plan uses custom pricing. Vetted Intake is an API and web option with a $5,000.00 USD one-time Launch price, plus $250/mo, for a single office with PI intake and qualification, booking, one-way texting and one case-management sync.

Verdict

Zayda is a good fit for solo operators and growing sales teams that want lead response, pipeline automation and reporting together, with paid tiers for expanding records and team controls. Its main reason to choose it is the combination of multi-channel response and customizable pipeline workflows; its main reasons to look elsewhere are the missing case system integrations and the unresolved Stripe status.