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
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.