A new client signs
Set up comment-to-DM for the new client's Instagram in their workspace
Once they connect their account, Zoye builds the automation in their own workspace, kept apart from every other client.
The CRM for Agencies, With Every Client in Its Own Workspace
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.
CRMTasksCalendarDocsNotesBudgetReportsAutomationsBookingsChatsAI Notetaker
TrustScore 4.4 out of 511 reviews on TrustpilotJust ask Zoye
Set up comment-to-DM for my new client's Instagram in their own workspace
On it. I'll take care of it and let you know.
Type it or say it out loud. No menus to learn first.
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 separate 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.
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Nothing leaks between accounts, and you never log out to switch.
Each Client's Own Facebook and Instagram
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 Automatically
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 Chasing
Zoye chases follow-ups, sends the reminders, flags what slipped, and when you ask "what happened this week for this client?" you get a short, straight answer.
Every client's funnel, connected end to end
- 1. Capture
Each client's Facebook and Instagram ads, comments and DMs flow into that client's own workspace as leads.
Facebook & Instagram - 2. Reply
Their WhatsApp agent replies in minutes and qualifies each lead in the client's own voice.
Agent on WhatsApp - 3. Organize
Leads, deals, tasks and files are created and linked inside the right client workspace, never mixed with another client.
All Features - 4. Meet
Client calls go on the calendar and the AI Notetaker turns them into decisions and tasks with owners.
AI Notetaker - 5. Follow through
Automations keep every client's follow-ups running, and Zoye reports on each one when you ask.
Workflow Automations
Why it matters
You sell clients a full funnel, from ad to closed deal, instead of a single automation, and one assistant runs every client workspace for your team.
What it looks like day to day
A few real moments, handled by sending Zoye a message on WhatsApp or in the app.
Monthly client check-in
How many leads did the bakery get from Instagram this month?
Zoye answers with live numbers from that client's workspace, ready to share on your call.
Too many tasks across clients
What is overdue across all my clients?
One list, grouped by client, with an owner on each task, so you know where to start.
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.
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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
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
One inbox for DMs and comments
Your team reads and answers every Instagram and Facebook message and comment in Chats
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
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Comment to DM
A public reply and a private DM in seconds, on a keyword, one post or every comment
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?
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 Go Out Automatically
Content deadlines, approvals, renewals and follow-ups become calendar events and reminders, and the assistant pings you before they slip.
Describe It, Don't Draw It
Tell Zoye what should happen for a client and it creates the automation.
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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.
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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.
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.
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 and Zoye 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.
How do Zoye's features work together for a marketing agency?
Each client gets a workspace where the whole funnel is connected. Their Facebook and Instagram leads, comments and DMs arrive automatically, their WhatsApp agent qualifies them, and leads, deals, tasks and files stay inside that client's workspace. Client calls are written up by the AI Notetaker, automations keep follow-ups running, and your team runs every client from one assistant.
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
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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