Zayda is the AI sales CRM for software consultants: every inquiry gets an email, WhatsApp message and SMS instantly, then an AI follow-up call while it's still warm. Your project pipeline updates itself.
Avg. first response: < 9 seconds
Digitalization work is in constant demand, and every consulting firm competing for it looks the same on paper. What sets you apart is how fast you respond, how organized your delivery is, and how little falls through the cracks between scoping and sign-off.
A prospect messaging at 9pm about a project shouldn't have to wait until morning. Zayda answers by email, WhatsApp and SMS the moment they reach out.
Scoping calls, proposals, contracts, and delivery notes for every client live in one pipeline instead of scattered across inboxes and spreadsheets.
Built for lean consultancies and solo consultants who need the structure of a big firm's CRM without the setup overhead.
Start from qualifying an inquiry, move through scoping and proposals, and track the full engagement to renewal, or customize every stage to match your own process.
New inquiry captured from web form, WhatsApp, referral or LinkedIn.
Requirements gathering call, scope and budget qualification.
Quote and SOW sent, with automated follow-up reminders.
Negotiation, redlines, and sign-off tracked in one place.
Onboarding tasks, access handover, and delivery timeline set.
Milestones, invoicing and check-ins logged against the deal.
Support retainer, upsell, or next-phase proposal.
A client emails after-hours about a new project? Zayda replies in your voice, in your tone, across every channel they used to reach you, so no inquiry goes cold while you're heads-down delivering for someone else.
| Spreadsheets & generic CRMs | With Zayda |
|---|---|
| Inquiries sit unread until you're back at your desk | Answered by email, WhatsApp, SMS and an AI call within seconds |
| Proposal status tracked across email threads and memory | Every proposal, revision and follow-up logged against the deal |
| Scoping call notes reconstructed afterward | Zoom, Teams and Meet calls summarized automatically |
| One rigid pipeline forced onto every engagement type | Custom stages and fields per project or service line |
| Delivery and sales tracked in two disconnected tools | One dashboard for leads, proposals, delivery and renewals |
Response time, proposal win rate, revenue sitting in the pipeline, active engagements: the numbers that actually tell you how the firm is doing, updated as deals move.
No migration project, no ripping anything out. Zayda sits alongside what you use for email, calls, payments and delivery.
We stopped losing scoping calls to slow follow-up. Zayda answers before I've even seen the email.
Our proposal-to-signed-contract time dropped once every follow-up became automatic instead of something we remembered to do.
As a two-person team, we needed something that felt like a bigger firm's CRM without the setup cost. Zayda fit in a day.
Set the rules once. Zayda keeps every deal moving in the background, even on the days you're fully booked with delivery work.
Build your own triggers and actions, no code required.
