Solutions
Built for teams juggling more than one pipeline.
Zedata was shaped around agency work — many clients, one team, strict separation. It fits anyone with that shape of problem.
The shape of it
One agency, many clients, no crossover
Every client is a workspace of its own. People are invited into the ones they work on, and there is no route from one to another.
Lead-generation agencies
You run outreach for a dozen businesses at once. Their leads must never mix, each client wants their own view, and a contractor who works on one account should not see the rest.
How Zedata fits
- A separate workspace per client, isolated at the server
- Five roles, so a contractor lands in one workspace only
- Per-workspace pipelines with their own stages and probabilities
- Export one agency at a time when a client asks for their data
Solo consultants and founders
Your pipeline lives in a spreadsheet, your notes live in your head, and the leads you meant to follow up on are somewhere in your LinkedIn history.
How Zedata fits
- Capture someone the moment you find them, not later from memory
- One pipeline, dragged forward, with a value against each deal
- A dashboard that names what has gone stale instead of a wall of charts
- No seat minimum and nothing to configure before it is useful
In-house sales teams
The CRM you have is built for closing, not for finding. Reps avoid it because entering a lead takes longer than the conversation that produced it.
How Zedata fits
- Capture takes one click from a profile the rep was already reading
- Managers see weighted forecast and stage counts without asking anyone
- Read-only access for people who need visibility, not edit rights
- Revocable keys, so a departing rep is disconnected in seconds
Not a fit
When Zedata is the wrong tool
Three situations where something else will serve you better, so you find out now rather than three weeks in.
You need outbound sending
If the job is sequences and an inbox, Zedata will frustrate you — it captures and organises, and stops there.
You want to buy contact data
Zedata holds the people you found yourself. It has no database of strangers to search.
You need a guaranteed SLA
It is in active development with no uptime commitment. Regulated or mission-critical work needs more.
Start capturing leads
Create an agency, add the browser extension, and your next profile visit becomes a record in your pipeline.