The CRM Agencies Run Their Whole Client Roster On
Give every client their own workspace, with their own Facebook and Instagram automations, WhatsApp flows, leads, tasks, files and calendar. Zoye, your AI assistant, sets it up and keeps it moving.
Client work is never one business. It is five or fifteen, and each one has its own ad account, its own inbox, its own content list and its own set of promises. Agencies lose their margin in the switching, not in the work. Zoye gives every client a walled workspace, and one assistant that works across all of them.
Built for the Way You Work
A Workspace per Client
Each client gets their own leads, tasks, calendar, files, lists and automations. Nothing leaks between accounts, and you never log out to switch.
Their Meta Accounts, Not Yours
Connect each client's Facebook Page and Instagram account inside their workspace, so comment replies, DMs and lead ads land exactly where they belong.
Every Lead Arrives on Its Own
Lead ads, website forms and DMs become contacts the second they happen, tagged with the campaign and the client they came from.
The Assistant Does the Admin
Zoye chases follow-ups, sends the reminders, flags what slipped, and answers "what happened this week for this client" in one sentence.
One Login, One Workspace per Client
A workspace is a clean container: its own leads and deals, its own tasks and calendar, its own files, its own connected accounts and its own automations. Add a client and you get a fresh one. Off-board a client and everything about them is already in one place instead of scattered across five tools. Your team sees only the workspaces you give them.
- A separate Facebook Page, Instagram account and automation set per client
- Per-client leads, deals, tasks, calendar, files and content lists
- Access per person per workspace, so a freelancer sees one client and not the roster
Facebook & Instagram
Your ads and posts turn themselves into leads
Connect your Facebook Page once and Zoye takes over the part everyone forgets. Nothing to install, and nothing your customers have to do differently.
- Lead-ad submissions become leads instantly, in the workspace you choose
- Comments on your Facebook and Instagram posts get a public reply and a private DM
- Every one of them is saved as a contact and picked up by your WhatsApp follow-up
The Automations Agencies Actually Get Paid For
Comment to DM on Instagram and Facebook
A commenter gets a public reply and a private DM within seconds, from the client's own account, and is saved as a contact.
WhatsApp Welcome and Lead Bot
New enquiries get an instant welcome and a short qualifying conversation, so your client wakes up to sorted leads instead of a full inbox.
Leads From Ad Campaigns
Facebook and Instagram lead-form submissions land in the right client workspace instantly, campaign attached, with no CSV export in the middle.
Website and Form Capture
Your client's site, landing pages and forms post straight into their workspace, so paid and organic enquiries sit in one list.
Reminders That Fire Themselves
Content deadlines, approvals, renewals and follow-ups become calendar events and reminders, and the assistant pings you before they slip.
Described in a Sentence, Not Built on a Canvas
Tell Zoye what should happen for a client and it creates the automation. No flow builder, no node graph, no weekend spent wiring it.
Share Content Lists and Plans With a Link
Content calendars, deliverable lists, pipelines and approval checklists live as lists inside the client's workspace, and you can hand the client a shareable link instead of another export. They see what is planned, what is live and what is waiting on their sign-off, without an account, an extra seat or another subscription. Revoke the link whenever the engagement ends.
How It Works
- 1
Create a workspace per client and connect their Facebook Page, Instagram account, WhatsApp and forms inside it.
- 2
Tell Zoye what each client needs: comment-to-DM, a WhatsApp welcome and qualifier, lead routing, deadline reminders. It builds them per workspace.
- 3
Work the whole roster from one login. Leads arrive sorted, follow-ups go out, and the assistant tells you what needs you today.
Coming From a Chat-Only Tool?
Agencies usually arrive here from a chat-automation tool like Manychat, or a creator-management tool like CreatorFlow. Those automate the conversation. They do not hold the client's business: the leads, the tasks, the calendar, the files and the reporting that make client work worth a retainer.
- Chat tools automate a message. Zoye keeps what the message created: the contact, the deal, the task, the file and the calendar entry.
- Pricing is flat for the whole team, not per seat and not per contact, so adding another client workspace does not reprice your stack.
- Your assistant does the setup, the follow-up and the reminders, so nobody has to maintain a flow canvas every month.
FAQ
Can I manage multiple clients in one Zoye account?
Yes. Each client gets their own workspace with separate leads, tasks, calendar, files, lists, automations and connected accounts, and you switch between them from one login.
Can each client workspace use its own Facebook and Instagram account?
Yes. You connect a client's Facebook Page and Instagram account inside their workspace, and their comment replies, DMs and lead-ad submissions stay in that workspace only.
How do leads from ad campaigns get into Zoye?
Facebook and Instagram lead forms connect directly, so a submission becomes a contact in the client workspace you chose within seconds, with the campaign it came from attached. Website forms post in the same way.
Do I need a flow builder to set up the automations?
No. Describe what should happen in plain words and the assistant creates the automation for that workspace. Everything it builds stays visible and editable in the interface.
Can I give a client or a freelancer limited access?
Yes. Access is granted per person per workspace, so a freelancer or a client sees only the workspace you share with them and nothing about the rest of your roster.
Is Zoye cheaper than Manychat plus a CRM plus a task tool?
It replaces the stack instead of adding to it: chat automation, CRM, tasks, calendar, files and reporting are one subscription, flat for the whole team rather than per seat or per contact. See the pricing page for what each plan currently includes.
What happens when I off-board a client?
Their workspace already holds everything about them, so you can hand it over, archive it or duplicate it as a template for the next client without digging through five tools for their history.
Can the assistant tell me what I missed for a client?
Yes. Ask what happened this week for a client and you get the answer from live data, and the assistant proactively flags stalled leads, overdue tasks and approvals that are waiting on you.
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
Let the Admin Work Disappear
Join the businesses that stopped chasing follow-ups by hand. Set up takes minutes, and you can start today.
From Our Blog
Want the full picture first? Read our in-depth guide:
