CRM updates

CRM updates

Keep the CRM current without chasing reps.

Keep the CRM current without chasing reps.

Keep the CRM current without chasing reps.

Y converts conversations, notes, and follow-ups into structured CRM updates your team can trust.

Y converts conversations, notes, and follow-ups into structured CRM updates your team can trust.

Y converts conversations, notes, and follow-ups into structured CRM updates your team can trust.

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Data captured

Opportunity, contact, task, and note updated.

Synced

Data captured

Opportunity, contact, task, and note updated.

Synced

Pipeline health

Missing fields

0

Next action

Set

Y keeps CRM history current from the field.

Pipeline health

Missing fields

0

Next action

Set

Y keeps CRM history current from the field.

Built for cleaner pipeline data

Every customer interaction turns into usable CRM context.

Every customer interaction turns into usable CRM context.

Every customer interaction turns into usable CRM context.

Structured fields

Accounts, opportunities, contacts, tasks, and notes are captured in the right places.

Manager visibility

Leaders see what changed without asking for end-of-day admin.

Fewer gaps

Open actions and next steps stay connected to the right customer records.

Explore more Y workflows

See how CRM updates support the full sales day.

Voice to CRM

Turn quick field notes into clean updates without opening the CRM.

For field sales reps

See how Y keeps reps moving between visits and follow-ups.

CRM updates

Keep pipeline data current from calls, visits, and voice notes.