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
Customer intelligence, automated.
AI-powered relationship management that tracks every touchpoint and suggests the perfect time to reach out.
Biometric verification
Social intent analysis
Auto-enrichment
Ask Zoye
Who should I call today to close some deals?
Task Hub
Stop managing, start doing.
Autonomous task prioritization and delegation based on your team's real-time bandwidth and expertise.
Smart deadlines
Dependency mapping
Progress forecasting
Ask Zoye
What's the status of the Q1 project?
Deal Pipeline
Close faster with AI.
Visual pipelines with predictive win scoring, risk alerts, and automated follow-up sequences that sound human.
Revenue forecasting
Risk detection
Nurture loops
Ask Zoye
Which deals are most likely to close this month?
Calendar Schedules
Protect your deep work.
Autonomous scheduling that understands your energy levels and automatically blocks time for what matters.
Time-blocking
Meeting summaries
Intent-based booking
Ask Zoye
Clean up my schedule for tomorrow.
Documents
Docs that write themselves.
AI-native document editor that suggests content, formats automatically, and keeps your knowledge base up to date.
Auto-formatting
Smart summaries
Live collaboration
Ask Zoye
Summarize the last 3 client meetings.
Your Team
Better collaboration, faster.
Understand team bandwidth, expertise gaps, and sentiment to build a high-performing autonomous culture.
Bandwidth tracking
Skill matching
Sentiment analysis
Ask Zoye
Who's available for a new urgent project?
Budget & Accounting
Financial clarity, automated.
Real-time expense tracking, automated invoicing, and AI-powered burn rate projections.
Auto-invoicing
Expense tracking
Burn rate analysis
Ask Zoye
Show me our burn rate for this quarter.
Reports
Data that tells a story.
Instant, beautiful reports that pull data from every corner of your business to give you a true 360-degree view.
Real-time data
Visual insights
Automated delivery
Ask Zoye
Generate a growth report for last month.
Workflow Automations
Recurring work, on autopilot.
Turn recurring patterns into autonomous flows that Zoye builds and runs for you.
Ask Zoye
Every new lead should get a follow-up within 10 minutes. Make it happen.
WhatsApp Automations
Your busiest employee works on WhatsApp.
An instant reply to every new lead, a bot that asks your qualifying questions and writes the answers onto the record, and approved broadcasts to audiences that keep themselves up to date.
New-lead auto-message
Qualifying bot
Approved broadcasts
Ask Zoye
Message every new lead the second they arrive and ask what they need.
Facebook & Instagram
Ads and comments, on autopilot.
Lead ads flow straight into your CRM, and every comment on a Facebook or Instagram post gets an automatic public reply plus a private DM, with the commenter saved as a lead.
Lead-ad capture
Auto comment replies
Automatic DMs
Ask Zoye
When someone comments on my Instagram post, reply to them and send them a DM with the booking link.
Email Tracking
Know when leads open your emails.
Send emails from Zoye and see opens, clicks and replies in real time - right on the contact.
Ask Zoye
Did Mike open the proposal I sent yesterday?
AI Notetaker
It sits in the meeting so you do not have to take notes.
Drop in a Zoom, Meet or Teams link and Zoye joins the call, writes the notes, and turns what you agreed into tasks and contact 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.
We are constantly adding new features and integrations - stay tuned