Zetadeck

Zetadeck is a workspace platform designed for startups that want to consolidate their operational tools into a single system. It combines task management, CRM, documentation, and financial dashboards in one place, with an AI agent that can read across all modules to draft updates and answer questions about your business. The pitch is straightforward: instead of juggling Notion for docs, Linear for tasks, a CRM, and a spreadsheet for runway calculations, you run everything through Zetadeck where the data stays connected. When a deal closes, the revenue shows up in your financial dashboard without you copying numbers between apps. That connection is the value, not any one module being best in class.

The core modules cover what most early-stage teams need. Task management includes project boards for organizing work with the standard kanban and list views. CRM handles deal tracking with pipeline stages and MRR visibility, so you can see what's in the funnel and what's already contributing to revenue. Documentation supports collaborative real-time editing with markdown, which means your meeting notes, specs, and SOPs live alongside everything else rather than scattered across Google Docs and Notion workspaces. Financial dashboards show cash position, burn rate, and runway calculations pulled from actual data rather than a guess you update once a month. Goals and OKRs let you set targets and track progress against them. A security center with audit logs rounds out the feature set for teams that care about compliance early, which is increasingly every team taking any kind of customer data.

What makes Zetadeck different from bolting together a stack of tools is the shared data layer. Changes in one module reflect across others, so your CRM deals connect to your task boards and your runway calculations pull from actual numbers rather than a manually updated spreadsheet. If someone closes a deal, the task to onboard that customer can be auto-created. If your burn rate spikes, it shows up in the same place you're tracking OKRs. The AI agent takes advantage of this integration, reading across modules to draft investor updates, answer questions about pipeline, or summarize what's happening across the company. If you ask it for a quick summary before a board meeting, it has access to deals, tasks, docs, and financials in one context window. That's the advantage of the unified approach over a collection of single-purpose tools that don't talk to each other.

The Pro tier adds automation workflows triggered by lifecycle events. When a deal hits a certain stage, you can trigger task creation, notifications, or document generation automatically. The tier also includes an encrypted vault for storing secrets and API keys, which is useful if your startup handles credentials that shouldn't sit in a shared doc. Pro users get significantly more AI credits per seat and priority support, which matters if you're running core operations through the platform and can't afford to wait on email replies when something breaks. The automation layer is where the unified data model really pays off: you can build workflows that span modules because the data is already connected.

Pricing is transparent. The free plan supports up to five seats with all core modules and 500 AI credits per month, no credit card required. Pro runs eight dollars per seat per month when billed yearly, with 5,000 AI credits per seat and the automation and vault features. Additional modules are listed as coming soon with usage-based pricing, suggesting the roadmap includes deeper functionality in specific areas. For now, the core offering is plenty for small teams that want to consolidate without paying enterprise prices. The free tier is generous enough to actually run a small team's operations rather than just being a demo.

Zetadeck targets small teams across several industries. SaaS startups can use it for pipeline tracking and investor updates. Agencies and consultancies can manage client pipelines, retainers, and cash flow forecasting. Game studios can track milestones and publisher pipelines. The common thread is teams that want operational visibility without stitching together five different products and maintaining integrations between them. Migration support is available for Pro customers, and CSV imports handle leads and contacts for self-serve onboarding. If you're drowning in tabs and tired of copying data between tools, Zetadeck offers a simpler way to run the business side of your startup.