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Zoye

The CRM You Never Need to Open·zoye.io

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Zoye is an AI-native business workspace and CRM for small businesses that combines leads, deals, tasks, calendar, documents, budget/invoices and reports into one chat-driven interface. An AI agent (the 'AI Business Operator') runs these tools on the user's behalf via the web app, WhatsApp, Slack or Claude. It also offers WhatsApp Business Platform automations for lead capture, qualification and broadcasts, plus migration tools from other work-management apps.

What it's for

Manage leads, contacts and deals in a CRMAutomate WhatsApp lead replies and qualificationSchedule meetings and appointments via calendarTrack budgets and generate invoicesGenerate reports and business insightsAutomate recurring business workflowsTake AI meeting notes and turn them into tasksTrack email opens, clicks and repliesImport data from Trello, Jira, Notion, ClickUp and monday.comSchedule property viewings for real estate agentsSend session reminders and recover no-shows for coaches and trainersChase quotes and bookings for travel agentsTrack renewals for insurance agentsRun the homeowner-acquisition pipeline and owner invoicing for vacation rental managers

Features 19

  • AI Assistant by chat and voice
  • AI Notetaker for Zoom, Google Meet and Microsoft Teams meetings
  • AI-native document editor with auto-formatting and summaries
  • Automated reports and dashboards
  • Automations for recurring workflows
  • Biometric verification and social intent analysis (CRM)
  • Budget and invoicing with burn-rate projections
  • Calendar and autonomous scheduling with time-blocking
  • Claude MCP connector for workspace access
  • CRM and Contacts management
  • Data migration from Trello, Jira, Notion, ClickUp and monday.com
  • Deal Pipeline with revenue forecasting and risk alerts
  • Email tracking (opens, clicks, replies)
  • Lead capture from ads, website signups, forms and WhatsApp
  • Slack integration for tasks and reminders
  • Task Hub with smart prioritization
  • Team bandwidth and skill-matching insights
  • WhatsApp Business Platform automations (auto-message, qualification bot, broadcasts)
  • WhatsApp integration and automations

At a glance

API
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android
LanguagesEnglish, Hebrew, French, Spanish, Russian, Hungarian, Polish, German, Portuguese, Dutch, Italian, Arabic
Forfounders, entrepreneurs, startups, small and medium businesses (SMBs), remote teams, solopreneurs
CompanyZoye · 2026

Integrations

WhatsAppSlackClaudeGoogle CalendarApple CalendarGmailOutlookGoogle DriveGitHubGoogle AdsTrelloJiraNotionClickUpmonday.comZoomGoogle MeetMicrosoft TeamsFacebook AdsInstagram Ads

Resources

Pricing

Almost Free is a paid entry plan (not permanently free) at $5/month; discounts apply for quarterly (7%), 6-month (15%) and yearly (20%) billing. The Customize tier is quote-based via a sales call.

Almost Free$5/mo

All tools included

15 AI prompts/month, 3 team members, 1 GB storage

Starter$29/mo

All tools included

60 AI prompts/month, 10 team members, 5 GB storage

Growth$59/mo

Most Popular plan

150 AI prompts/month, 20 team members, 10 GB storage

Scale$119/mo

All tools included, WhatsApp Automations, Workflow Automations, Claude Connector, Lead Form Sync, Leads via API / MCP / No Code

305 AI prompts/month, 100 team members, 25 GB storage

CustomizeQuote

Contact sales / book a 30-min intro call; pricing shaped around usage

Yearly billing saves 20%

Last checked 20 days ago·