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CRM

The-Y CRM

All-in-one team inbox for WhatsApp, email, calls and business operations in one system

The-Y CRM connects WhatsApp, email, phone and chat in one inbox with built-in phone system, CRM, invoicing, automation and team tools. Free for up to 3 users.

Overview

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A look at the-y.at

The-Y CRM is an all-in-one platform for small teams handling customer communication across multiple channels. It combines a shared inbox for WhatsApp, email, Facebook Messenger, Instagram, phone and web chat with integrated CRM, pipeline management, a built-in phone system with IVR and queues, automation rules and AI assistance.

Beyond communication, The-Y CRM includes finance features for invoicing, payments and tax reporting (with exports for DATEV and BMD), marketing campaign management, appointment scheduling, time tracking for teams, and social media management for Facebook and Instagram. All modules run on the same platform without data silos.

The software is available as a cloud service hosted in Vienna, Austria with GDPR-aligned servers, or self-hosted via Docker. It includes AI assistance features on your own AI key (Anthropic, OpenAI or Google) for WhatsApp templates, workflow automation and translations.

Feature notes

  • Omnichannel inbox for WhatsApp, email, Facebook Messenger, Instagram, phone and web chat
  • CRM with contacts, companies, deals and pipeline management
  • Built-in phone system with IVR, queues, voicemail and click-to-call
  • Automation rules, auto-replies, macros and rule-based chatbots
  • Invoicing, payments, dunning and finance export for tax advisors
  • Email, SMS and WhatsApp marketing campaigns with segments
  • Calendar, booking links, reminders and video call appointments
  • AI assistance for templates, flows and translations on your own AI key
  • Team time tracking with flextime, vacation and shift planning
  • Facebook and Instagram post scheduling with content calendar

Pricing

Pricing model: Freemium

Free: €0 forever (3 users, 1 brand, 1,000 outgoing messages/month, 200 call minutes/month, 2 GB). Cloud Pro: €20/month during Alpha & Beta (€40/month from Live), unlimited users and brands, 10 GB, yearly €240 (€480 from Live). Self-hosted Founder licence: €10/month locked in during Alpha/Beta (€20/m

FAQ

What channels does The-Y CRM support?
The-Y CRM supports WhatsApp, email, Facebook Messenger, Instagram, phone calls, and web chat all in one shared inbox. SMS can also be sent and received through your own provider.
Can I use The-Y CRM for free?
Yes, The-Y CRM is permanently free for up to 3 users with limits of 1,000 outgoing messages per month, 200 call minutes per month, 2 simultaneous calls, 1 brand and 2 GB storage.
Where are The-Y CRM servers located?
The-Y CRM servers are located in Vienna, Austria at a netcup data centre, with encrypted backups stored in a separate location in Austria. The system is GDPR-aligned and can also be fully self-hosted via Docker.
What happens to my data when I switch to a paid plan?
You can export your data at any time as CSV or snapshot. If you move from cloud hosting to self-hosting, you can take the same software to your own server.
Does The-Y CRM support AI features?
Yes, The-Y CRM includes AI assistance on your own AI key (Anthropic, OpenAI or Google) for creating WhatsApp templates, generating flows from sentences, offering reply suggestions, and live translation between English, German and Turkish.

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