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The CRM You Never Need to Open

All the tools you need to run your business, in one place - and Zoye runs it all for you on WhatsApp, Slack, Claude or in the web app. Just tell it what you need, or do it yourself anytime.

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From Our Blog

Insights, guides, and updates on AI-powered business tools, productivity, and growing smarter with automations

Small business team reviewing an automated task board on a laptop

20 Workflow Automation Examples Small Businesses Can Switch On This Week

AutomationBusiness AutomationSmall Business

Twenty concrete workflow automation examples with the trigger, the condition, the actions and what each one is worth. Grouped by where the money actually leaks.

Aug 12, 2026
18 min read
Small business owner drafting a WhatsApp message template on a laptop beside a phone

WhatsApp Message Templates in 2026: Categories, Approval and Examples

WhatsAppMarketingAutomation

How WhatsApp message templates really work: the three categories, why templates get rejected, variables, the 24-hour window, and copy-ready examples.

Aug 12, 2026
19 min read
Small business owner reviewing qualified WhatsApp leads on a phone and laptop

WhatsApp Lead Qualification Bot: The 5 Questions and the Right Order

WhatsAppAutomationSales

How to build a WhatsApp lead qualification bot: the five questions that matter, the right order, drop-off limits, and why answers must land on CRM fields.

Aug 12, 2026
20 min read
Business owner recording a voice note in a car to update customer records, representing voice notes going into a CRM

Voice Notes to CRM: How Spoken Updates Keep Customer Records Current

CRMAIProductivity

The update never gets typed because it happens in a car. How a voice note becomes a CRM record: transcription, intent, action, and the confirmation step.

Aug 12, 2026
17 min read
Desk with a laptop showing many open application windows, representing tool sprawl across a small business software stack

Tool Sprawl: What Nine Disconnected Apps Really Cost a Small Business

Business ToolsSmall BusinessProductivity

Tool sprawl costs small businesses more than the subscriptions. Here is the real bill, the honest case for best-of-breed, and an audit you can run this week.

Aug 12, 2026
14 min read
Small business owner reviewing a sales pipeline and automated follow-up cadence on a laptop

Sales Automation for Small Business: What to Automate and What Never to

SalesAutomationSmall Business

Which parts of a small business sale should run themselves, which parts must stay human, the five-touch cadence, and how to tell a dead lead from a slow one.

Aug 12, 2026
16 min read
Small business owner updating customer records on a phone between appointments, representing mobile CRM for small business

Mobile CRM for Small Business: What Actually Has to Work on a Phone

CRMSmall BusinessWhatsApp

Most CRMs are unusable on a phone. What a mobile CRM must do: log the call, check the pipeline, move a deal, plus the chat-as-interface argument.

Aug 12, 2026
14 min read
Smartphone showing an Instagram post with comments, representing comment to DM automation for small businesses

Instagram Comment to DM Automation: How It Really Works in 2026

MarketingAutomationSmall Business

How Instagram comment to DM automation works, what Meta's messaging rules allow as of August 2026, and how to turn a commenter into a real contact.

Aug 12, 2026
15 min read
Person reviewing advertising performance on a laptop, representing Facebook lead ads flowing into a CRM

Facebook Lead Ads to CRM: Field Mapping, Attribution and Instant Follow-Up

MarketingSalesAutomation

How to get Facebook lead ads into your CRM: field mapping, campaign and ad attribution, duplicate handling, and why the follow-up has to be instant.

Aug 12, 2026
18 min read
Two whiteboards side by side in an office, one holding a customer list and one holding a project timeline, representing the difference between CRM and project management software

CRM vs Project Management Software: Do You Need Both?

CRMProject ManagementComparison

CRM tracks the relationship, project management tracks the work. Where they overlap, where forcing one to do both breaks, and how to decide what you need.

Aug 12, 2026
17 min read
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Zoye LogoZoye Logo

The AI-native CRM and agent you run your whole business with

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Fully Managed by Zoye

An AI-native workspace built around how modern businesses actually run. No more separated tools, less complexity, less spend.

WhatsAppSlackClaudeWeb Platform

Tell Zoye what you need and let it work for you

Zoye knows your work. It executes actions, shows you data, gives advice, and alerts you proactively. You barely need to use the dashboards.

Just met Mike from MindGap. $75K deal - assign best person and follow up.
Z
Deal: MindGap - $75K
Contact: Mike linked
Task assigned + due date set

Run your whole business from WhatsApp

Just ask Zoye and it executes, replies, and handles it all on the go - directly via WhatsApp. The AI agent you run your whole business with, always at your service.

0:14

Done - here's what I did:

Contact addedTagged VIPLinked to deal

Manage your work in one place - Simplified

CRM, Tasks, Deals, Calendar, Docs, Reports, and more - one workspace to manage it all with your AI business assistant that works for you.

CRM + Deals
Tasks
Calendar
Docs + Reports
Avg saved$2,400/yr

Seamlessly Replaces

See plans & pricing

Everything you need managed on WhatsApp

9:41
Zoye

Zoye

online

Messages are end-to-end encrypted.
Type your request...

Your busiest employee works on WhatsApp

Every new lead gets an instant reply, a bot asks your qualifying questions and writes the answers onto their record, and approved broadcasts go out to segments that keep themselves up to date.

See WhatsApp Automations
  • Instant auto-message to every new lead
  • Qualification answers saved to the CRM
  • Scheduled broadcasts to smart audiences
  • Opt-in, opt-out and pacing handled for you

Every lead lands in Zoye, instantly

Ads, website signups, forms, WhatsApp and your own API or MCP client - every new lead flows straight into your CRM in real time, with no manual entry.

Zoye CRM
Facebook & Instagram
Website signups
Any form
WhatsApp
API & MCP
Facebook & Instagram
Website signups
Any form
WhatsApp
API & MCP
Zoye CRM
Enriched on WhatsApp - Lead answers on WhatsApp are saved straight to their record.

Connect your favorite tools All in one place

We are working hard on integrating seamlessly with the tools you already use every day, and we'll keep adding more integrations to superpower Zoye and your workspace.

WhatsApp

Active

Just ask Zoye, your AI Business Operator, directly on WhatsApp. Take actions, get daily summaries, automate your workflow and more, with ease.

Facebook & Instagram

Active

Lead ads land in your workspace the second someone submits, and every comment on your posts gets an automatic public reply and a private DM.

Google Calendar

Active

All your meetings, tasks and reminders in one place, fully synced with Zoye and Google Calendar.

Apple Calendar

Active

Keep your Apple Calendar events synced with Zoye, so nothing slips through the cracks.

Gmail

Active

Send & automate emails directly from Zoye workspace, and much more.

WhatsApp

Active

Just ask Zoye, your AI Business Operator, directly on WhatsApp. Take actions, get daily summaries, automate your workflow and more, with ease.

Facebook & Instagram

Active

Lead ads land in your workspace the second someone submits, and every comment on your posts gets an automatic public reply and a private DM.

Google Calendar

Active

All your meetings, tasks and reminders in one place, fully synced with Zoye and Google Calendar.

Apple Calendar

Active

Keep your Apple Calendar events synced with Zoye, so nothing slips through the cracks.

Gmail

Active

Send & automate emails directly from Zoye workspace, and much more.

Outlook

Active

Send, receive and automate emails right from your Zoye workspace with Outlook.

Slack

Active

Send & receive messages, show tasks, reminders and more from Zoye workspace to Slack and vice versa.

Claude

Active

Connect Zoye to Claude and it works your workspace directly - look up a contact, update a deal, create tasks - without leaving the chat.

Google Drive

Active

Sync your files across all your storage tools, from and to your Zoye workspace.

GitHub

Coming Soon

Simplify & streamline your workflow by connecting your Github.

Lead Gen

Coming Soon

Get your leads and signed up users directly to Zoye workspace to automate your workflow in one place. Tools include Google Ads & others.

Outlook

Active

Send, receive and automate emails right from your Zoye workspace with Outlook.

Slack

Active

Send & receive messages, show tasks, reminders and more from Zoye workspace to Slack and vice versa.

Claude

Active

Connect Zoye to Claude and it works your workspace directly - look up a contact, update a deal, create tasks - without leaving the chat.

Google Drive

Active

Sync your files across all your storage tools, from and to your Zoye workspace.

GitHub

Coming Soon

Simplify & streamline your workflow by connecting your Github.

Lead Gen

Coming Soon

Get your leads and signed up users directly to Zoye workspace to automate your workflow in one place. Tools include Google Ads & others.

+And much more... Reach out to us for specific requests: hello@zoye.io

Bring your data from the tools you use

Migrate your boards, tasks, docs and projects into Zoye in minutes

Trello

Import your boards, lists and cards directly into Zoye tasks and pipelines.

Jira

Bring your issues, sprints and projects into Zoye, fully mapped and ready.

Notion

Import your pages, databases and docs into Zoye workspace effortlessly.

ClickUp

Migrate your spaces, lists and tasks into Zoye without missing a beat.

monday.com

Bring your boards, items, subitems and updates from monday.com straight into Zoye.

Trello

Import your boards, lists and cards directly into Zoye tasks and pipelines.

Jira

Bring your issues, sprints and projects into Zoye, fully mapped and ready.

Notion

Import your pages, databases and docs into Zoye workspace effortlessly.

ClickUp

Migrate your spaces, lists and tasks into Zoye without missing a beat.

monday.com

Bring your boards, items, subitems and updates from monday.com straight into Zoye.

+Need another tool? Tell us what to import next: hello@zoye.io

Why Zoye

 ZoyeLegacy Tools
AI Business OperatorNative, runs your workNone or paid add-on
Run it by asking your AI agent
Run via WhatsApp / Slack / Claude
Automations by agent
Shared memory (teams)
Setup timeUnder 10 minDays or weeks
All tools in one workspace
Reports & insights in chat
Try Zoye Now
“
Zoye isn't just a CRM, it's like having a Chief Operating Officer running in my pocket. We are now managing our business mostly remotely, rarely opening the platform itself - just when we really want to see things visually. And the idea of the full chat interface is pretty sleek.
SimilarToursEliana ShotaFounder, SimilarTours

FAQ

Find answers to common questions about our platform, pricing, and AI assistant.

Still have questions? hello@zoye.io

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