Meeting preparation

Meeting preparation

Show up knowing exactly what to say next.

Show up knowing exactly what to say next.

Show up knowing exactly what to say next.

Before every field visit, Y briefs reps on customer context, last conversations, open actions, and CRM history.

Before every field visit, Y briefs reps on customer context, last conversations, open actions, and CRM history.

Before every field visit, Y briefs reps on customer context, last conversations, open actions, and CRM history.

Book a demo

Last conversation

Asked for rollout timing and budget owner.

Asked for rollout timing and budget owner.

Bring pricing deck

Last conversation

Asked for rollout timing and budget owner.

Bring pricing deck

CRM brief

Open actions

3

Deal stage

Pilot

Mention procurement timeline before discussing next steps.

Mention procurement timeline before discussing next steps.

CRM brief

Open actions

3

Deal stage

Pilot

Mention procurement timeline before discussing next steps.

Built for the whole field day

The prep, prompts, and follow-through your CRM never gives reps.

The prep, prompts, and follow-through your CRM never gives reps.

The prep, prompts, and follow-through your CRM never gives reps.

Before the visit

Get a crisp brief on the account, open opportunities, stakeholders, and where the last conversation left off.

During the day

Y keeps the next stop, customer priorities, and promised follow-ups close at hand between meetings.

After the visit

Voice notes become clean CRM updates, tasks, and next steps while context is still fresh.

Explore more Y workflows

Connect meeting prep to the rest of your sales day.

Connect meeting prep to the rest of your sales day.

Connect meeting prep to the rest of your 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.