A new client finds you on Instagram
Send everyone who asked about coaching a link to book a free call
Each person gets your booking link on WhatsApp, and the calls land on your calendar with a reminder for both of you.
The CRM Built for Coaches and Therapists
Zoye tracks your clients, sessions and packages, chases no-shows and lapsed clients on WhatsApp, and keeps your practice full, while you focus on the work itself.
CRMTasksCalendarDocsNotesBudgetReportsAutomationsBookingsAI Notetaker
TrustScore 4.4 out of 511 reviews on TrustpilotJust ask Zoye
Message clients who missed a session and offer them a new time
On it. I'll take care of it and let you know.
Type it or say it out loud. No menus to learn first.
Coaching lives and dies on follow-through: the no-show who never rebooked, the package that quietly expired, the past client who would come back if someone reminded them. That is exactly the work that slips when you are the coach and the office at once.
Built for the Way You Work
Clients and Packages in One Place
Every client, session, note and package balance lives on one record, so nothing depends on memory.
No-Shows Recovered Automatically
Reminders go out before every session, and when someone misses, the assistant follows up to rebook the slot.
Lapsed Clients Win-Back
The assistant notices who went quiet and reaches out on WhatsApp before they drift away for good.
Bookings on Your Real Calendar
Sessions schedule against your actual availability, with confirmations handled for you.
From a first message to a booked, paid-up client
- 1. CaptureFacebook & Instagram
Someone asks about coaching on Instagram, WhatsApp or your site.
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Zoye saves them as a lead with where they came from.
- 2. Reply
The WhatsApp agent replies straight away, answers the common questions and offers a discovery call time.
Agent on WhatsApp - 3. Organize
The client record, their package and their next session are kept together, so you always know who has sessions left.
All Features - 4. MeetAI Notetaker
Sessions sit on your real calendar with reminders.
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On video calls, the AI Notetaker keeps the notes and the action items for you.
- 5. Follow through
Zoye chases no-shows, checks in with lapsed clients and reminds people before their package runs out.
Workflow Automations
Why it matters
Your practice runs as one loop: the enquiry, the booking, the session notes and the renewal all feed each other, so you coach while the paperwork runs on autopilot.
What it looks like day to day
A few real moments, handled by sending Zoye a message on WhatsApp or in the app.
A client misses a session
Message Dana that we missed her today and offer two new times
Zoye sends a friendly note with two open slots from your real calendar, and books the one she picks.
Packages running low
Who has one session left?
You get the list, and Zoye can send each client a short note about renewing, in your own words.
Instagram, Facebook & WhatsApp automations, all inside Zoye
Every comment, DM, ad lead and chat becomes a lead that gets an instant reply, with the whole conversation on one contact card.
- Comment to DM
- Lead ads, synced instantly
- Every chat on the contact card
- Lead Bot run by Zoye
- Payments in the chat
Instagram & Facebook
DM and story replies
Auto-answer with buttons, a file or an AI reply in your brand's voice
Commenters become leads
What they wrote is saved, and repeat commenters are matched to the same person
Comment to DM
A public reply and a private DM in seconds, on a keyword, one post or every comment
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Lead ads, synced instantly
Lead-form submissions land as contacts in the workspace you choose
Every chat on the contact card
Read the conversation and reply yourself, right from the lead
Instant first message
Every new lead hears from you within seconds, from any source
Broadcasts to the right people
Pick who gets it by stage, source or tag, and send now or on a schedule
Click-to-chat link and QR code
Anyone who messages through it becomes a tracked lead
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Lead Bot run by Zoye
Answers questions, qualifies, books a slot and follows up when they go quiet
Payments in the chat
Leads pay straight into your account, and paid leads move to the right stage automatically
Ads & agencies
See which ads bring customers
Leads from click-to-WhatsApp ads are tracked all the way to the sale
Know where each lead came from
The ad or post that brought them is right on their card
Each brand in its own workspace
Leads from each Page go to the workspace you pick
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Run all your clients in one place
Every client gets their own workspace, accounts and automations
Plays by the platform rules
One DM per comment and safe reply limits, so your accounts stay healthy
MayaFound you on InstagramHot lead
- Commented "I want" on your reel
- Got a quick reply, and your offer in her DMs
- Asked about times on WhatsApp and booked a call
- Saved as a lead, with a reminder for you to call her
Just ask Zoye
- Set upWhen someone comments "I want" on my post, DM them my offer↵
- ManageInvite everyone who chatted with us this month to our open day
- ImproveWhich ad brought the most paying customers this month?
How It Works
- 1
Add your clients or import them, and Zoye builds clean records with sessions and packages attached.
- 2
Tell Zoye when clients should get reminders and follow-ups. It sets them up and runs them.
- 3
Coach. Zoye keeps sessions confirmed, packages tracked, and quiet clients nudged back to booking.
Fully Managed by Zoye
One AI workspace built around how small businesses really work. Fewer separate tools, and less to pay for.
WhatsAppSlackClaudeWeb Platform
A day with Zoye
- 09:00
Morning: what's on?
What's on today?3 meetings and 2 follow-ups. I'll send you a reminder before each one. - 12:30
Midday: a deal walks in
Just met Mike from MindGap. $75K deal - assign best person and follow up.- Deal: MindGap - $75K
- Contact: Mike linked
- Task assigned + due date set
- 16:45
Afternoon: a voice note does the paperwork
0:14Done - here's what I did:
Contact addedTagged VIPLinked to deal
How Zoye works on WhatsApp$2,400/yrAvg saved
Replaces
Loved by the businesses that run on it
Real reviews from Zoye customers, published on Trustpilot.
FAQ
How does Zoye help coaches keep clients longer?
Retention is follow-through. Zoye reminds clients before sessions, rebooks no-shows, tracks package balances, and nudges lapsed clients to return, the touches that quietly decide whether a practice stays full.
Do my clients need to install anything?
No. Clients get reminders and follow-ups as normal WhatsApp messages. Only you use Zoye.
What does it cost for a solo practice?
A solo coach can start on the smallest plan and move up as the practice grows. Pricing is flat for the whole team, and current plan details are always on the pricing page.
Can it manage different session packages?
Yes. Each client carries their package, sessions remaining and renewal point, and the assistant can message them before a package runs out.
I am not technical. Is it complicated?
No. You run Zoye by chatting with it. There are no flow builders or confusing settings. Just describe what you want and the assistant sets it up.
How do Zoye's features work together for a coach or therapist?
Each part hands work to the next. Enquiries from Instagram, WhatsApp or your website become leads, the WhatsApp agent answers them and offers a call, and every client keeps their package, sessions and notes on one record. Reminders cut no-shows, the AI Notetaker writes up video sessions, and automations win back lapsed clients before a package runs out.
All FeaturesEvery tool in the Zoye workspace, on one pageWorkflow AutomationsDescribe a rule, Zoye builds and runs itAI NotetakerIt joins the call and turns notes into tasksAgent on WhatsAppRun your whole business from a WhatsApp chatWhatsApp AutomationsAuto-message, qualify and broadcast on WhatsAppFacebook & InstagramComments and ads become leads, answered in seconds
Hand Off the Manual Work
Join the businesses that stopped chasing follow-ups by hand. Set up takes minutes, and you can start today.
From Our Blog
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