Zoye
The CRM You Never Need to Open·zoye.io
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
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
Integrations
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.
All tools included
15 AI prompts/month, 3 team members, 1 GB storage
All tools included
60 AI prompts/month, 10 team members, 5 GB storage
Most Popular plan
150 AI prompts/month, 20 team members, 10 GB storage
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
Contact sales / book a 30-min intro call; pricing shaped around usage
Yearly billing saves 20%