Zetadeck
Combines tasks, CRM, docs, and finance into one workspace with an AI copilot reading all of it.
Zetadeck puts tasks, a CRM pipeline, collaborative docs, and live cash/burn/runway finance tracking into one schema, so closing a deal updates onboarding tasks and runway automatically instead of needing separate updates in HubSpot, Trello, Sheets, and Slack. Its AI agent reads every connected module to draft status updates, answer questions, and propose edits. Free covers 5 seats with all core modules and 500 AI credits a month; Pro is $8/seat/month billed yearly, with automation and an encrypted vault.
What holds up
- +One shared schema across tasks, CRM, docs, and finance — a closed deal updates onboarding and runway
- +Free tier includes the AI agent and all core modules for up to 5 seats, not a stripped-down trial
- +Runway and burn are computed live from real balances, not a manually rebuilt spreadsheet formula
Mind the limits
- −Automation workflows and the encrypted vault are Pro-only, at $8/seat/month billed yearly
- −Replacing your tool stack means migrating data out of HubSpot, Trello, Notion, and the rest
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