Zetadeck

The product is a modular workspace that combines task management, CRM pipeline, collaborative docs, and finance tracking on a single database so work, customer, and money data stay in sync without copying between tools. It sells to small teams and startups, serving operations, finance, sales, and executive roles in business-to-business companies without a dedicated operations department. It is positioned as one schema with switchable modules and an AI agent that reads across tasks, pipeline, and cash to draft updates and propose actions, replacing separate point tools.

Key features

• Kanban board with assignees and tags
• My Work queue for tasks and mentions
• Shared calendar for due dates
• Lead-to-customer pipeline with MRR
• Email ingest via forward/BCC or Gmail sync
• Real-time collaborative docs and sheets
• AI writing assist grounded in workspace
• Full-text search across docs
• Bank sync via Mercury or Plaid
• Live cash, burn, and runway calculation
• Budgets and recurring income/expenses
• Sign-in monitoring and detection rules
• Audit log and row-level security
• Encrypted vault for secrets
• AI agent drafts updates and answers
• Automation workflows on lifecycle events