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Run Your Business With an AI Agent and Automations

CRM, tasks, calendar, budget and reports in one workspace, with a personal AI that captures leads, chases follow-ups and updates records, so the busywork stops landing on you.

CRMTasksCalendarDocsNotesBudgetReportsAutomations+BookingsAI Notetaker
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TrustScore 4.4 out of 511 reviews on Trustpilot

Just ask Zoye

Set up everything I need to answer and follow up every new lead

Z

On it. I'll take care of it and let you know.

Type it or say it out loud. No menus to learn first.

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Small businesses do not fail for lack of effort. They drown in the in-between work: the lead nobody logged, the follow-up nobody sent, the five tools that do not talk to each other. Zoye replaces the stack and does the in-between work itself.

Built for the Way You Work

One Workspace, Not Five Tools

CRM, tasks, calendar, budget, docs and reports live together, so a change in one place shows up everywhere.

An AI That Executes

It gets things done: captures leads, sends follow-ups, books clients and updates the pipeline.

Run It From WhatsApp

Message your assistant like a great operations manager.

MoreLess

Check the pipeline, add a task, set a rule. Done.

Flat Pricing That Scales

No per-seat tax.

MoreLess

Start small, move up when you need to, and the price stays flat as your team grows.

How it all connects

One chain that runs the whole business

  1. 1
    1. Capture

    Leads arrive from Facebook and Instagram, WhatsApp, your website forms and imports.

    MoreLess

    All of them land in one place, with the source.

    Facebook & Instagram
  2. 2
    2. Reply

    Your WhatsApp agent replies in minutes, qualifies the lead and books the next step, day or night.

    Agent on WhatsApp
  3. 3
    3. Organize

    Contacts, deals, tasks, files and notes are created and linked for you, and your AI assistant keeps them up to date.

    All Features
  4. 4
    4. Meet

    Meetings go on the calendar, the AI Notetaker writes up the call, and action items become tasks with owners.

    AI Notetaker
  5. 5
    5. Follow through

    Automations handle reminders and follow-ups, and Zoye sends you a daily read on what needs your attention.

    Workflow Automations
Why it matters

CRM, tasks, calendar, meetings, documents and reports finally talk to each other, and one assistant runs across all of them, so you replace a stack of tools and stop doing the glue work by hand.

What it looks like day to day

A few real moments, handled by sending Zoye a message on WhatsApp or in the app.

Example 1

Monday morning, too much going on

What needs me today?

Zoye answers with live numbers: overdue tasks, deals waiting on you, today's meetings and new leads.

Example 2

A lead from your website at night

Did anyone new come in overnight?

New leads already got your first WhatsApp message. Zoye lists them with where they came from and what they asked.

Example 3

After a client call

Create a task for the proposal and remind me Thursday

The task is created, linked to the right client and deal, with a reminder on your phone on Thursday.

Instagram · Facebook · WhatsApp

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.

  1. 1Comment to DM
  2. 2Lead ads, synced instantly
  3. 3Every chat on the contact card
  4. 4Lead Bot run by Zoye
  5. 5Payments 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

More (+2)Less
  • 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

WhatsApp

  • 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

More (+2)Less
  • 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

More (+2)Less
  • 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

The whole story in the lead card
MMayaFound you on InstagramHot lead
  1. Commented "I want" on your reel
  2. Got a quick reply, and your offer in her DMs
  3. Asked about times on WhatsApp and booked a call
  4. Saved as a lead, with a reminder for you to call her
  • 6-week program for Maya$1,200
  • She opened your proposal 3 timesHot
  • Zoye drafted the follow-up for after the callDraft
  • Likely to close by the end of the month70%
  • Send Maya the price listDone
  • Prepare talking points for Thursday's callToday
  • Follow up if there's no reply by MondayMon
  • Add her to the workshop waitlistDone
  • Call MayaThu 10:00
  • Talking points sent to your WhatsApp an hour before09:00
  • A gentle nudge if the proposal stays unopenedAuto
  • Check in a month after she buys30 days
  • Proposal - 6-week program.pdfPDF
  • Price list 2026.pdfSent
  • The photo she sent on WhatsAppImage
  • Call notes, saved after ThursdaySoon
  • Discovery call with MayaThu 10:00
  • Video link sent to her automaticallySent
  • WhatsApp reminder to her an hour beforeAuto
  • Summary and next steps land here after the callAuto
  • Comment "I want": send the offer by DMLive
  • DM reply: create the lead and tag the sourceLive
  • Call booked: remind them on WhatsAppLive
  • Proposal unopened for 2 days: send a nudgeLive
  • 30-minute discovery callThu 10:00
  • She picked the time from your link in her DMsLink
  • Confirmation sent on WhatsAppSent
  • Rescheduling takes her one tap1 tap
  • Ready to join Thursday's callReady
  • Writes the summary on Maya's cardAuto
  • Turns "send me the agreement" into a taskAuto
  • Sends you the recap on WhatsAppAuto
  • Instagram leads this month48
  • Hot leads to call this week12
  • Workshop waitlist31
  • Kept up to date as leads move, no manual sortingAuto

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?

Z

Facebook & Instagram automationsSee everything it can doWhatsApp AutomationsSee everything it can do

How It Works

  1. 1

    Bring in your contacts, deals and tasks, or start fresh. Zoye organizes them into one workspace.

  2. 2

    Tell the assistant how you work: what to capture, when to follow up, what to remind you about.

  3. 3

    Work. The assistant keeps the pipeline moving, the follow-ups sent, and the picture current.

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

  1. 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.
  2. 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
  3. 16:45

    Afternoon: a voice note does the paperwork

    0:14

    Done - here's what I did:

    Contact addedTagged VIPLinked to deal
How Zoye works on WhatsApp$2,400/yrAvg saved

Replaces

See plans & pricing

Loved by the businesses that run on it

Real reviews from Zoye customers, published on Trustpilot.

TrustScore 4.4 out of 511 reviews on Trustpilot
  • Trustpilot

    Convenient system for businesses

    Zoye is a very convenient system. The whatsapp agent is helpful and has many options, and takes initiative which is really nice. I'm still learning as new features are being added. Recommended

    YDYarin DanielIsrael · Sep 25, 2026
  • Trustpilot

    Amazing one stop shop to manage all my clients, leads, opportunities, sales, etc. The WhatsApp agent is great and very useful and helpful! I recommend it for any type of business.

    LNLiana NIsrael · Jul 16, 2026
  • Trustpilot

    It's been a good experience so far

    It's been a nice experience using mostly the agent. Sometimes I like checking my boards but mostly using the agent

    ESEden ShotashviliIsrael · Aug 3, 2026
  • Trustpilot

    Awesome stuff, my friend just show it to me. I can replace many tools from my stack

    LSLászló Sz.Hungary · Aug 5, 2026
  • Trustpilot

    Very comfortable app, I use it daily in my business

    SShaiIsrael · Jul 16, 2026
  • Trustpilot

    Helps me a lot everyday, highly recommend!

    AAdamHungary · Aug 4, 2026
  • Trustpilot

    Wow,it was incredible,I really enjoyed it

    DPDavid PichkhadzeUnited Kingdom · Aug 4, 2026
  • Trustpilot

    I had a wonderful experience

    Excellent, very satisfied.

    NKNoa KhasdashviliIsrael · Aug 4, 2026
  • Trustpilot

    smooth and well made

    EREtay RaSouth Africa · Aug 5, 2026

FAQ

What makes Zoye different from a normal CRM?
A normal CRM stores what happened and waits for you to act. Zoye acts: it captures the lead, sends the follow-up, books the client and updates the record itself.
Can I really run it from WhatsApp?
Yes. Message the assistant to check your pipeline, add a contact, assign a task or build an automation, and it executes inside your workspace instantly.
What does Zoye cost for a small business?
Start on the smallest plan and move up as the team grows. Pricing is flat for the whole team, never per seat, and the pricing page always shows the current plans.
We already use other tools. How hard is switching?
Import your data from spreadsheets or your current tools, and the assistant helps organize it. Most small teams are running the same week they start.
Is my business data safe?
Yes. Your workspace is isolated per organization with strict access control, and your data is never shared across customers.
How do Zoye's features work together for a small business?
Zoye is one workspace instead of separate tools, so every feature hands work to the next. Leads from ads, WhatsApp and forms are captured automatically, the WhatsApp agent qualifies them, and contacts, deals, tasks and files are linked for you. Meetings are recorded and turned into tasks, automations send reminders and follow-ups, and Zoye runs all of it from the app, WhatsApp or Slack.
Still have questions? hello@zoye.io
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.

Chat with ZoyeGet Started

From Our Blog

Want the full picture first? Read our in-depth guide:

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Jul 6, 2026
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AI Agents for Small Business in 2026: What They Are and Which to Pick

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AI agents for small business explained: agent vs chatbot vs assistant, what running a business really requires, and which 2026 option does the work itself.

Jul 2, 2026
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Business Automation for Small Business in 2026: Where to Start

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A plain guide to business automation for small business in 2026. What to automate first, how to skip the setup, and the AI operator that builds it for you.

Jul 6, 2026
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Small Business Productivity: 10 Habits That Win Back Your Week

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Practical productivity tips for small business owners in 2026. 10 specific habits and the tools that make them stick. Win back real hours every week.

Jun 13, 2026
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The 7 Best Business Management Software Platforms in 2026

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The best business management software in 2026. From AI-native all-in-one platforms (Zoye) to broad suites, ranked for small business and growing teams.

Jun 22, 2026
12 min read
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The AI-native CRM and agent you run your whole business with

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