Voice to CRM

Voice to CRM

Update your CRM by talking after every field visit.

Update your CRM by talking after every field visit.

Update your CRM by talking after every field visit.

Y turns quick voice notes into clean CRM updates, next steps, and follow-ups without making reps stop to type.

Y turns quick voice notes into clean CRM updates, next steps, and follow-ups without making reps stop to type.

Y turns quick voice notes into clean CRM updates, next steps, and follow-ups without making reps stop to type.

Book a demo

Voice note

Summarized visit, next step, and owner.

Ready for CRM

Voice note

Summarized visit, next step, and owner.

Ready for CRM

CRM update

Fields filled

8

Follow-ups

2

Y drafts the update so reps can keep moving.

CRM update

Fields filled

8

Follow-ups

2

Y drafts the update so reps can keep moving.

Built for hands-free selling

Capture the details while the visit is still fresh.

Capture the details while the visit is still fresh.

Capture the details while the visit is still fresh.

Speak naturally

Y extracts the account, contacts, next steps, and follow-up details from the way reps already talk.

Review once

Reps can confirm what matters before clean updates land in the CRM.

Keep selling

Less admin means more time between visits, calls, and customer conversations.

Explore more Y workflows

Connect voice notes to the rest of the field workflow.

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.