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Everything you need to run your business, in one workspace

Fourteen tools that already talk to each other, plus an AI that operates them for you. Ask in the app, on WhatsApp or out loud, and the work is done.

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In the app
Full workspace, chat-first
On WhatsApp
Same abilities, from your phone
By voice
Send a voice note, it acts
In Slack
Ask from your team channel
In Claude
Connect once, then just ask

One workspace, fourteen tools

No tab-hopping, no five subscriptions. Every record links to every other one, so a deal knows its contact, its tasks, its files and its invoices.

CRM & Contacts

Leads, contacts and companies in one record

Leads, contacts and companies with your own fields and stages, the full history of messages, files, tasks and deals on every record, and duplicate-free imports from a spreadsheet or your old CRM.

  • Your own fields and stages
  • Full history per contact
  • Import without duplicates
Ask Zoye

Who should I call today to close some deals?

Task Hub

Tasks, subtasks, owners and deadlines

Tasks and subtasks on a board or a list, with owners, due dates, priorities and dependencies. Ask Zoye to create, reassign or update dozens at once and everyone's board changes live.

  • Board and list views
  • Subtasks and dependencies
  • Bulk edits from one sentence
Ask Zoye

What's the status of the Q1 project?

Deal Pipeline

Your stages, values and auto follow-ups

A visual pipeline with your own stages and values, every deal linked to its contact, tasks, files and invoices, and follow-ups Zoye drafts and schedules before you forget them.

  • Your own stages and values
  • Linked to tasks and invoices
  • Follow-ups that happen
Ask Zoye

Which deals are most likely to close this month?

Calendar Schedules

Meetings, reminders, two-way calendar sync

Meetings, events and reminders in one calendar that syncs both ways with Google, Outlook and Apple, so anything you book by chat or on WhatsApp lands in the calendar you already use.

  • Two-way Google, Outlook, Apple
  • Book it by chat
  • Reminders that fire on time
Ask Zoye

Clean up my schedule for tomorrow.

Documents

Docs, files and Google Drive in sync

Documents and notes in folders, any file attached to the contact, deal or task it belongs to, and Google Drive, Docs and Sheets kept in sync. Zoye reads them and drafts the next one for you.

  • Folders and attachments
  • Google Drive, Docs, Sheets
  • Zoye reads and drafts
Ask Zoye

Summarize the last 3 client meetings.

Your Team

Shared workspaces, roles and live updates

Invite your team into shared workspaces, decide per person which tools and even which fields they see, and every change appears on everyone's screen instantly, with nothing to refresh.

  • Roles and permissions
  • Per-tool and per-field access
  • Live for everyone at once
Ask Zoye

Who's available for a new urgent project?

Budget & Accounting

Invoices, expenses and payment chasing

Income and expense invoices, categories and tax profiles, live totals per workspace, and a paid-or-overdue view that Zoye can chase for you on WhatsApp.

  • Invoices and expenses
  • Categories and tax profiles
  • Payment chasing on autopilot
Ask Zoye

Show me our burn rate for this quarter.

Reports

Live charts and a daily digest

Live charts for every tool, built from your real data the moment you ask. Summarise any page in one tap, or let Zoye send you what changed and what needs attention every morning.

  • Live charts per tool
  • One-tap page summary
  • A daily digest that finds issues
Ask Zoye

Generate a growth report for last month.

Workflow Automations

Any trigger, any action, one sentence

Describe the rule in one sentence and Zoye builds it: a new lead arrives, a stage changes, a date lands or a record goes quiet, and it messages, assigns, tags or updates without you.

  • Built from one sentence
  • Triggers on any record
  • Runs while you sleep
Ask Zoye

Every new lead should get a follow-up within 10 minutes. Make it happen.

WhatsApp Automations

Auto-reply, qualifying bot, approved broadcasts

An instant reply to every new lead, a bot that asks your qualifying questions and writes the answers straight onto the record, audiences that keep themselves up to date, and approved broadcasts, all on the official WhatsApp Business platform.

  • Instant new-lead reply
  • Qualifying bot
  • Approved broadcasts
Ask Zoye

Message every new lead the second they arrive and ask what they need.

Facebook & Instagram

Sync leads from Ads, Auto comments & DMs

Connect your Page once and both channels start working: lead-ad forms arrive as real leads in real time, and every comment on a Facebook or Instagram post gets a public reply and a private DM, with the commenter saved as a contact and a follow-up waiting for you.

  • Lead ads in real time
  • A reply to every comment
  • Auto DM, saved as a lead
Ask Zoye

When someone comments on my Instagram post, reply to them and send them a DM with the booking link.

Email Tracking

Opens, clicks and replies on the contact

Send from Zoye and watch opens, clicks and replies appear in real time on the contact, so you follow up the people who are actually reading and let Zoye nudge the ones who went quiet.

  • Opens, clicks and replies
  • Right on the contact
  • Automatic nudges
Ask Zoye

Did Mike open the proposal I sent yesterday?

AI Notetaker

Joins the call, writes notes, creates tasks

Drop in a Zoom, Meet or Teams link, or let it join from your calendar. Zoye writes the notes and turns what you agreed into tasks, contacts and updates you approve with one tap.

  • Zoom, Meet and Teams
  • Auto-join from your calendar
  • Notes become tasks
Ask Zoye

Send the notetaker into my 3pm with SimilarTours.

Claude Connector

Run Zoye from Claude or any MCP app

Connect Zoye to Claude, or any MCP app, and your workspace becomes tools it can actually use: look up a contact, open a deal, create the tasks, draft the follow-up. Anything that deletes still asks you first.

  • Claude and any MCP app
  • Reads and writes real data
  • Costs you zero prompts
Ask Zoye

Connect my Claude account to Zoye.

We are constantly adding new features and integrations - stay tuned

Your busiest employee works on WhatsApp

Every new lead gets an instant reply, a bot asks your qualifying questions and writes the answers straight onto their record, and approved broadcasts go out to segments that keep themselves up to date. All on the official WhatsApp Business Platform.

Explore WhatsApp Automations
  • Instant first reply to every new lead
  • Qualifying answers saved onto the record
  • Approved templates, scheduled broadcasts
  • Opt-in, opt-out and pacing handled for you
Facebook & Instagram

Your ads and your comments sell while you sleep

Connect your Facebook Page once and Zoye works both sides of Meta. Lead-ad submissions land in your workspace the moment someone taps submit, and every comment on a Facebook or Instagram post gets an instant public reply and a private DM, with the commenter saved as a lead and handed to your follow-up. Official Meta APIs, approved app, no developer.

See how it works
  • Lead ads sync the second someone submits
  • Comments get a public reply and a private DM
  • Every commenter becomes a tracked lead
  • Follow-up continues on WhatsApp automatically

Zoye features FAQ

What is included, what it replaces, and how it fits how you already work.

What is actually included?
Fourteen tools in one workspace: CRM and contacts, tasks, deals, calendar, documents, team, budget and invoices, reports, workflow automations, WhatsApp automations, Facebook and Instagram, email tracking, the AI Notetaker and the Claude connector. Every record links to every other one, so a deal knows its contact, its tasks, its files and its invoices.
Do I have to use all of it?
No. Any tool you do not need can be hidden per workspace or per person, so the sidebar only shows what your team actually uses. Nothing is lost - unhide it whenever you want it back.
Can I bring my data from the tools I use now?
Yes. Import from Trello, Jira, Notion, ClickUp and Monday.com, or from a spreadsheet. You can also just send the assistant a CSV, a PDF or a screenshot and it will extract the records and file them for you.
Does all of this really work from WhatsApp?
Yes. The assistant on WhatsApp is the same assistant as in the app, with the same tools and the same permissions - so creating a deal, asking for a report or scheduling a meeting all work from a chat message or a voice note.
How is this different from a normal CRM?
A normal CRM stores what happened and waits for you to act on it. Zoye acts: it captures the lead, asks the qualifying questions, writes the answers onto the record, sends the follow-up and updates the pipeline itself.
How many people can use one workspace?
Team size depends on your plan, starting at 1 person and scaling up from there. Pricing is flat per plan rather than per seat, so adding a teammate does not change your bill mid-plan. The pricing page shows current limits.
Does Zoye capture leads from Facebook and Instagram?
Yes. One Facebook login connects your Page for both lead ads and comment automation, and Instagram rides on the same connection. Lead-ad submissions become leads in real time in the workspace you choose, and comments on your posts trigger an automatic reply, a private DM and a follow-up task. It runs on Meta's official APIs with an approved app.
Still have questions? hello@zoye.io

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The AI-native CRM and agent you run your whole business with

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