Features
Everything Zedata does, and nothing it doesn't.
A short list on purpose. Each of these is built and working today — there is no roadmap dressed up as a feature below.
Capture
Get people in without typing
The slowest part of any CRM is data entry. Zedata removes it for the one source agencies use most.
Browser extension
Adds an "Add to Zedata" button to profile pages on LinkedIn, Instagram, Facebook, TikTok, X and Contra.
Reads only what you open
No crawling, no bulk scraping, no background jobs. It acts when you click and not before.
Fields filled for you
Name, headline, job title, employer, location and profile URL come across with the record.
Organise
Structure that matches how agencies work
One login, one bill of context, and a hard wall between each client you run.
Workspace per client
Each client gets its own contacts, companies, pipelines and deals. Switching clients switches everything.
Contacts and companies
People are linked to the organisations they work for, so you can see every thread into an account.
Duplicate-aware
Capturing the same person twice updates the record you already have instead of creating a second one.
Move
Pipelines, deals and a forecast
The part a spreadsheet does badly: knowing what is actually in play right now.
Drag-and-drop stages
Build a pipeline per client, move deals between stages, and see the board fill as work progresses.
Weighted forecast
Each stage carries a probability, so open pipeline value and expected value are both on the dashboard.
What needs a decision
The overview surfaces stale deals, deals missing a value or a close date, and where contacts are stalling.
Control
Access, keys and your data
Checked on the server, not hidden in the interface.
Five roles
Owner, admin, manager, rep and read-only. Invite a contractor into one workspace and nothing else.
Revocable extension keys
Each connected browser holds a workspace-scoped key. Revoke it from Settings and capture stops immediately.
Export and delete
Take your whole agency as a file whenever you want, and delete it permanently from the same screen.
Not included
Deliberately absent
Some of these existed and were removed; some were never built. Either way, do not plan around them.
Messaging and sequences
No inbox, no automated sending, no follow-up cadences. Zedata does not contact anyone on your behalf, by design.
A bought-in lead database
Zedata holds the people you captured yourself. There is no directory of strangers to search through.
Meeting recording
No bot joins your calls and no transcripts are produced.
Autonomous AI agents
Nothing runs on its own, tags records behind your back, or moves deals without you.
Start capturing leads
Create an agency, add the browser extension, and your next profile visit becomes a record in your pipeline.