Drive Sales Growth with
These CRM-Boosting Tools

Boost your sales easily with our CRM tools that help you track sales and close deals quickly. Everything you need to grow your business is available in one platform.

Stay organized, stay ahead, and manage your leads like a pro

Effortlessly capture every lead and keep them organized with our CRM Software without any hassle.

Dashboard

Pipeline Management

Effortlessly stay ahead and take full control of your business with Zayda’s easy-to-use pipelines — your smoothest path to smart, seamless growth.

Team Pipeline

Team pipelines help you to keep every step of your customer process organized. They help teams to track progress, share updates, and manage tasks clearly for smooth and efficient pipeline management.

Connected Pipeline

Easily follow your customer’s journeys from first touch to final step with workflow automations that smoothly track every stage transition across your team pipelines, all in one flow.

Task management

Take control of your day right from your pipelines. Simply create tasks, follow up, and wrap things up in minutes. With just a few clicks, you’ll move from to-do to done, effortlessly.

Customer Management

Leads can pop up from any channel. With automation and organized tracking, you can capture every lead and convert more into loyal customers.

Seamlessly import your spreadsheet data into Zayda, and effortlessly export information from your modules to save and access anytime you need it.

Easily design custom forms, share them across various channels, and collect valuable data from your customers and prospects in no time.

Get instant alerts for new emails,
missed calls, and important updates with Zayda's real-time signals, so that you never miss a beat.

Capture contacts from your Gmail inbox
automatically so that you don't need to switch tabs or jump between apps.

Simplify your payment collection and tracking by connecting Zayda with leading payment gateways for smooth, hassle-free transactions.

Create and share a booking page to let customers schedule meetings with you.

Customer Management

Multichannel Communication

Never miss a moment to connect. Engage with your customers effortlessly and consistently across all their favorite channels using Zayda.

Multichannel Communication

Reach your leads and customers instantly from your CRM using Zayda’s built-in telephony feature.

Chat on WhatsApp with all the info you need at your fingertips and manage contacts effortlessly with Zayda.

Auto-link incoming emails to the right contacts in your CRM and track campaign performance with email insights.

Running email campaigns with Zayda is effortless. Send bulk emails to your audience and track performance with detailed insights.

Host customer meetings and conferences right inside Zayda with seamless integrations.

Automation

Why waste time on repetitive tasks when you can automate them? Zayda’s automation features save time, reduce errors, and keep your to-do list running smoothly.

Automate routine tasks and say goodbye to manual effort. With Zayda’s workflows, you can track deals, set email alerts, and get more done with ease.

Keep your pipelines updated with the latest email data using this powerful add-on.

Boost your marketing and maximize ROI with easy, hassle-free automation.

Connect your work apps and automate routine tasks effortlessly through Zayda’s integrations with Zapier.

Create professional invoices, automate payment reminders, and access real-time reports - all at no cost with Zayda’s integration.

automation

Customization

Tailor your CRM to fit your business perfectly. With Zayda’s customization features, you can shape your account to match your unique needs and workflows.

Fields and Modules

Personalize your modules and fields so that they align perfectly with your business’s specific workflows & operations.

Tags and Notes

Use vibrant tags to spot records instantly and leave notes to keep your team informed and aligned at every step.

Multi-Currency

Create deals in your customers’ local currencies while setting a default home currency for your organization.

Toppings

Unlock extra custom features in your CRM without losing the simplicity and ease that Bigin is known for.

Merge Template

Personalizing documents is a breeze with Zayda’s integrated merge template feature.

Sheet View

Sheet view arranges your data in a familiar row-and-column format, making it easy to add, update, & compare records.

Team Collaboration

These features keep your teams aligned and ensure smooth coordination across your entire organization.

Activity Management

Activity Management

Keep track of all your important tasks, calls, and events in one place. Tag teammates with @mentions and collaborate instantly for faster, smarter teamwork.

Calendar View

Calendar View

Easily schedule, update, track all your tasks, and boost productivity with a streamlined scheduling experience.

Calendar View 1

Team Pipeline

Gain full access to customer details and clear visibility into the actions of every customer-facing team through team pipelines.

file

File Cabinet

Easily share and collect documents from leads and customers using a single link, & make them accessible to all your team members within your Zayda account.

Analytics Integration

Analytics & Integration

Analyze the impact of your marketing and sales efforts with these features & make informed decisions for your next steps using actionable insights.

Dashboards

Track, measure, and analyze all your key metrics in one place, giving you clear, real-time insights into your business anytime, anywhere.

Integrations

Zayda integrates smoothly with top business apps, letting you enjoy their benefits while using Zayda as your new CRM solution.

Data Administration

Zayda helps you efficiently organize and manage all customer information gathered throughout your business journey.

Protect your customer data by setting profile-based access permissions, so information is only shared with the right people.

Access a detailed timeline of every action taken in your Zayda account, ensuring better documentation and compliance.

Ensure consistency by setting rules that prevent deals from moving forward until all essential customer details are captured.

Detect, prevent, and eliminate duplicates to keep your customer data clean and accurate.

data

Security

At Zayda, your privacy and data security aren’t just priorities, they’re a promise. Your information stays protected, encrypted, and always in safe hands.

Multi-factor Authentication

Zayda helps you stay GDPR-compliant by supporting consent-based data collection and clear, transparent handling of customer information.

Zayda provides features that help you stay HIPAA compliant. Mark sensitive health data, control access to it, and keep it encrypted for enhanced protection.

Zayda offers single sign-on, allowing you to access multiple services using one set of login credentials, so you can skip the hassle of managing multiple logins.

Enhance your sign-in security on Zayda by enabling two-factor authentication with options like biometric face ID, touch ID, OTP, and more. Adding an extra layer of protection to your account is very necessary.

Mobile Applications

Away from your desk but need deal info? No worries. With Zayda’s mobile app, you can access customer and business data anytime, anywhere.

Every fall, we make sure Zayda stays in sync with Apple’s latest innovations. Over the years, the app has continuously evolved with new features tailored for the Apple ecosystem.

With the growing power of Android, Zayda is built to run seamlessly on the latest Android devices. Enjoy smooth performance, modern features, and the tools you need to manage your business anytime, anywhere.

mobile app

Upgrade the Way You Handle Clients With Ease

Zayda takes care of the tasks that slow you down, helping you close deals quickly, connect better, and scale smarter.