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Introducing Zoye: CRM and WhatsApp Ops for Coaches and Therapists

Zoye is a CRM built for coaches and therapists — clients, packages, bookings and WhatsApp follow-ups so no-shows and lapsed clients get handled without another

Introducing Zoye: CRM and WhatsApp Ops for Coaches and Therapists

Introducing Zoye: CRM and WhatsApp Ops for Coaches and Therapists

Coaching practices rarely fail for lack of demand — they stall when leads, packages and no-shows live in five tools. Zoye is a CRM built for coaches and therapists: clients, sessions and packages in one record, with WhatsApp follow-ups that chase no-shows and win back quiet clients.

What Zoye does

Zoye stitches practice ops around the client record:

  • Clients + packages — sessions, notes and package balances on one profile
  • Bookings — schedule against real calendar availability with confirmations
  • WhatsApp agent — reply to common questions and offer discovery times
  • No-show recovery — reminders before sessions; follow-ups when someone misses
  • Lapsed-client win-back — automations that notice who went quiet
  • AI notetaker — optional write-ups from video sessions

Explore:

Who it is for

Solo coaches, therapists and small practices that sell packages and live on WhatsApp or Instagram inquiries more than on a classic sales CRM.

Where it fits in a content stack

Zoye owns booking, CRM and retention ops. Marketing explainers and social clips still win attention; Zoye keeps the calendar and package balances honest after the lead replies.

Quick tips if you try Zoye

  1. Map one package type (sessions + price) before importing your full list.
  2. Connect WhatsApp early if that is already where prospects ask questions.
  3. Turn on no-show reminders before you add win-back automations.
  4. Keep notes on the client record so renewals are not tribal knowledge.
  5. Write hello@zoye.io for privacy or product questions.

Soft close — related tool

If you also need concept → storyboard → animated or whiteboard explainer / Reels (not talking-avatar presenters), see Scro Explainer. Scro (by NOVAX) is built around approving an AI storyboard before you render — useful when a coach needs a clear offer or method explainer, not only a CRM. Keep Zoye as the focus of this intro; Scro is only a related option for storyboard-first explainers.