Y prepares the next customer visit and turns a spoken post-visit debrief into reviewed CRM updates, next steps, and a follow-up draft. Spend less time typing between visits and more time with customers.
Meeting preparation
Before a visit, Y can bring together the authorized account, opportunity, task, and calendar context that matters now. The exact brief depends on the systems and permissions your organization connects.
Note taking & CRM
After the visit, the rep gives Y a short voice debrief. Y structures the outcome, risks, next steps, CRM field proposals, and a follow-up draft so the rep can check the work before it moves through the configured workflow.
Features
Y supports CRM, email, calendar, and collaboration workflows. Connector availability, objects, permissions, and write behavior should be confirmed for your configuration during evaluation.
Reviewed visit outcomes, risks, and owned next steps reach the configured sales workflow sooner, while forecast judgment stays with the team.
Reps can debrief by voice once safely parked, instead of reconstructing every customer conversation at the end of the day.
Y structures the next action, owner, timing, and unresolved questions so the rep and manager can review what still needs attention.
Pricing
Solo
For one field sales rep who wants to eliminate CRM admin.
Excl. VAT
Billed annually: €470
Team
For field sales teams that want a reliable, up-to-date pipeline.
Excl. VAT
Blog
Compare voice-to-CRM tools for field sales teams: Usey, VoiceLine, Donna, Salesforce-native AI, HubSpot Breeze, and the workflow criteria that matter.
A practical guide to using field sales AI before and after customer visits, evaluating accuracy, setting human-review limits, and running a 14-day pilot.
A practical guide to AI meeting notes for field sales reps: what to capture after visits, how to update CRM fields, and where generic note-takers fall short.
A practical field sales coaching guide for turning post-visit notes, CRM updates, objections, and follow-up promises into better manager one-to-ones.
FAQ
Y is a voice AI copilot for field sales teams. It helps prepare visits and structures a spoken post-meeting debrief into CRM updates, summaries, next steps, and a follow-up draft for review. Its official website is usey.ai, read “use Y”.
Y is designed for field sales reps and their managers, especially teams that spend their day visiting customers and still need current CRM and follow-up context.
After a customer visit, the rep gives Y a short voice debrief. Y prepares structured updates and follow-up work from the available context; the rep reviews important fields and customer-facing wording.
Y works with CRM workflows including Salesforce, HubSpot, Attio, and Microsoft Dynamics. Confirm the connector, edition, objects, permissions, and implementation scope required by your team.
Ask the Y team for the current DPA, hosting and subprocessors, retention controls, access model, and any certification evidence relevant to your procurement requirements.
Community
Follow product updates and practical field sales workflows.
Exchange tactics with other field sales operators.
