The-Y CRM · Alpha

Your entire customer business in one system.

Omnichannel inbox, CRM & pipeline, a built-in phone system, automation, appointments, invoicing up to your tax advisor, marketing and team tools — more than just support, in one piece of software, also as an app on your phone. Free remains permanently free — in our cloud or on your own server; Paid without limits runs on your own server (self-hosting) and is available right away.

Demo = your own test environment with sample data: right away, no sign-up, for 24 hours — nothing goes out.

Now in Alpha · free Servers in the EU · GDPR-aligned export anytime (CSV & snapshot)
Example system view with demo data — no real customer data.
Alpha test phase. The-Y CRM is at an early stage — features change. Automatic backups are running (a formal failover arrives in the Beta); please still back up important data yourself. Alpha terms →
References & Partners

Companies The-Y works with — including Dove Touristik, Marti Reisen, MartiGo, Avusturya Cenaze Fonu (ACF), Damak and Digiturk.

Dove Touristik Marti Reisen MartiGo Avusturya Cenaze Fonu Damak Digiturk
One system, many modules

Not just a support tool. Your entire customer operation.

Other tools cover a single channel. The-Y CRM connects communication, CRM, telephony, workflows and team — from the first inquiry to the invoice.

Omnichannel inboxWhatsApp, email, Facebook Messenger, Instagram, phone & web chat in one inbox.
CRM & pipelineContacts, companies, deals, kanban & 360° customer history.
Built-in phone systemIVR, queues, greeting while it rings, voicemail, click-to-call & analytics.
Automation & botsRules, auto-replies, macros & rule-based chatbots.
Appointments & bookingCalendar, booking links, reminders & video call.
Finance up to your tax advisorInvoices, payments, dunning, receipts, VAT preview & export (DATEV, BMD).
Marketing campaignsEmail/SMS/WhatsApp, segments, birthday automation — WhatsApp & SMS only with consent, “STOP” unsubscribes.
WhatsApp templates & Meta hubBuilder with phone preview, traffic light for your number, profile, welcome message & QR codes right in the CRM.
Posts & commentsFacebook & Instagram with preview, content calendar, answer comments.
As an app on your phoneAndroid & iPhone: home screen, chat view, softphone.
Team & time trackingTime clock, flextime, vacation & shift plan.
SLA & satisfactionResponse targets, breach escalation & CSAT surveys.
AI assist & translationReply suggestions & live translation EN/DE/TR.
Integrations & APIPublic API, webhooks & custom action buttons.
Multilingual & multi-brandEN/DE/TR, multiple brands — one account, one invoice.
Bundle channels instead of tool sprawlBuilt from real-world practiceExport anytime (CSV & snapshot)
How it feels

One inbox, one workflow, one customer view.

Omnichannel inbox

All channels in one inbox.

ChannelsWhatsApp, email, Facebook Messenger, Instagram, phone & web chat come together in one inbox — Facebook and Instagram comments included. SMS are sent and received through your own provider.
ControlAssignment, labels, priorities, status & internal notes.
FastTemplates, macros & one-click actions — WhatsApp 24h rules included.
Nothing gets lost — every request has an owner, history and context.
inbox · central7 open
Demo data The-Y CRM inbox
More than support

CRM, phone system, invoicing, marketing & team — in the same system.

CRMContacts, companies, deals, pipeline & 360° history across all channels.
TelephonyYour own system with IVR, queues, voicemail & call analytics; ring groups with a greeting while it rings, then e.g. on to your mobile. Changes take effect within a few seconds (Free: 200 min/month).
OperationsInvoices & finance, marketing campaigns, appointments/booking & team time tracking.
One login instead of ten tools that know nothing about each other.
crm · pipelinelive
Demo data The-Y CRM pipeline
Automatic & GDPR-aligned

Less manual work, more overview.

AutomationRules & bots route, prioritize and reply — by clear conditions.
AI assistReply suggestions & live translation, when you want them — with your own key.
DataServers in the EU, GDPR-aligned — or fully self-hosted (available right away).
Clean workflow first, then automation — not the other way around.
flows · active14 active
Demo data The-Y CRM reports
Finance up to your tax advisor

From the first WhatsApp to the paid invoice — in one tool.

InvoicesNumber only when you issue it, consecutive without gaps. Tax rate per line item, notes for small businesses, reverse charge & export added automatically. Issued invoices stay stored unchanged (PDF with checksum).
PaymentsPartial payments, open items, multi-level dunning sent from your own mailbox. Upload a bank statement (camt.053 or CSV) — The-Y suggests the matching invoice.
ReceiptsUpload as PDF or photo, or forward to your receipts mailbox. The-Y reads e-invoices (ZUGFeRD, Factur-X, XRechnung) automatically.
OverviewIncome & expenses mapped to the tax form codes (Austria E 1a, Germany EÜR) and a VAT preview per month, quarter or year — you check, your tax advisor confirms.
VAT basisAccrual or cash basis and VAT return period per country (Austria, Germany, Switzerland) — every tax counts in the right month. If it belongs to a month you already closed, it appears as “Supplement to MM/YYYY” instead of silently changing that month.
ExportMonthly package as a ZIP with list, invoice PDFs, receipts and bank statements, plus DATEV and BMD. Detailed for Austria, Germany and Switzerland, plus all EU countries.
A tool, not tax advice: The-Y CRM creates records and overviews. It does not replace your tax advisor and submits nothing to the tax office; you are responsible for your records and returns.
A month in “Finance”
  1. Issue an invoice — search the customer, add line items; your country's mandatory details are checked first.
  2. Record the payment — by hand or via bank statement; open items show what's overdue.
  3. Send a reminder — at the push of a button or automatically, with the invoice PDF attached.
  4. Collect receipts — upload or forward; with your own AI key, photos are read too.
  5. Close the month — monthly package for your tax advisor; corrections afterwards via credit note or reversal.

Test the DATEV and BMD export with your tax advisor once before first use. Finance guide →

WhatsApp, Facebook & Instagram

Build templates, watch your number, plan posts, answer comments.

Meta hubManage profile, welcome message, conversation starters, QR codes, display name, PIN, blocking, costs according to Meta and additional numbers in the CRM — no more trips to business.facebook.com. What Meta doesn't allow through its API (e.g. payment method, verification), the CRM explains with a direct link and checks afterwards whether it worked.
TemplatesWhatsApp templates in a builder with a live WhatsApp-style preview, 14 ready-made templates in English, German and Turkish. Before you submit, the CRM checks the most common rejection reasons; the status comes in plain language.
Number“Is anything wrong with my number?” — traffic light with quality, messaging limit, display name and payment method, each with the next step. If it gets critical, all admins get an email.
PostsOne post for Facebook and Instagram, preview for feed, story and reel, format check before posting, content calendar in month and week view.
CommentsAll comments sorted by post: reply publicly or privately, hide, delete, mark as done.
ConsentWhatsApp and SMS campaigns only go to contacts who opted in. If someone writes “STOP”, they're unsubscribed; “START” subscribes again — with date and source on the contact.
Your accounts, your billing: once Meta has approved our app, you connect WhatsApp with one click and can keep the WhatsApp Business app — until then via your own Meta app (Known Issues). Meta bills you directly; The-Y adds no markup.
New in versions 1.1.25 and 1.1.26
  1. Meta hub — a traffic light per number, Facebook Page and Instagram account; do whatever Meta allows right in the CRM.
  2. Welcome & QR codes — welcome text and conversation starters for the first chat, QR codes with pre-filled text for flyers and shop windows.
  3. Another number — create it, get the code by SMS or call, set a PIN — without the Meta pop-up.
  4. Sending status visible — Messenger and Instagram replies go through your connected Page; if Meta rejects a message, “⚠ not delivered” and the reason appear next to it.

Meta hub guide → · WhatsApp templates → · Posts & comments →

On the go & risk-free

Like an app on your phone — and try it out first.

AppAdd it to the home screen on Android and iPhone: its own icon, no browser bar. Bottom bar for inbox, contacts, phone and tasks, conversations like in a chat app, softphone with a dial pad.
DataOnly program files are stored on the phone, never customer data. Also applies to self-hosted installations.
DemoAt crm.the-y.at/demo your own test environment with sample data starts right away. You are the admin and may change anything — invoices, campaigns, posts. Nothing goes out.
Honestly: push notifications for new messages will follow in a later version. The test environment is deleted after 24 hours and not carried over.
The demo in three steps
  1. Open crm.the-y.at/demo — no sign-up, no credit card.
  2. Your own test environment — sample data: conversations, deals, invoices, appointments, posts.
  3. Try everything — emails, WhatsApp, SMS, calls and posts are only simulated.

Start the demo → · Install the app →

Pricing

Start free forever — lock in the Founder price, or pay once.

The Free version is permanently free (in The-Y’s cloud or on your own server with a free key). Join now and keep the Founder price of €10/month for good — or buy the lifetime licence once for €240 (Alpha & Beta) instead of €480 later.

Free

Permanently free — in our cloud or on your own server. For solo businesses & small teams.

IncludedAlmost all modules: inbox, CRM, built-in phone system, automation, appointments, invoicing, marketing & more. Limits1000 messages/month (incl. WhatsApp/SMS) · 200 call minutes/month · 3 users · 1 brand · 2 GB Hostinghosted on crm.the-y.at · servers in the EU — or self-hosted with a free key (after sign-up, same limits, no support)
forever0 €

Founder pricePaid · Self-Hosted

Everything without limits — on your own server. Lock in the Founder price now and keep it forever.

IncludedAll modules, unlimited — including the built-in phone system, no volume limits. Self-hostingOn your own server (Docker) — license key right away, with a guide. Your account on crm.the-y.at stays Free alongside. Founder price€10/month — locked in for good if you join during Alpha or Beta. From the Live release the license costs the regular €20/month. Applies to the Paid/self-hosted license; Free stays permanently free, independent of this.
Founder10 €/month
Lock in the Founder price →
€10.00/month — total incl. any VAT. Sold to businesses only (B2B), with company details & VAT ID. Regular price later €20/month.

One-time purchaseLifetime · Self-Hosted

Pay once, use for good: a perpetual licence for The-Y CRM on your own server — all modules, no usage limits, updates included.

IncludedPerpetual self-hosting licence (1 company, 1 installation) — all modules, unlimited; updates & security fixes for as long as we provide them. Licence key right after purchase. HostingYou run The-Y CRM yourself (Docker, server requirements). Your hosted account on crm.the-y.at stays on Free. Alpha price€240 one-time during Alpha & Beta — €480 from the Live release.
one-time240 €
Buy the lifetime licence →
€240.00 one-time — total incl. any VAT. Sold to businesses only (B2B), with company details & VAT ID. Regular price later €480.
No credit card for the Free versionCancel anytimeServers in the EUFounder price stays foreverLifetime: pay once, use for good

What else you pay — WhatsApp per Meta's rate card, SMS, phone, AI and server: every cost disclosed, with a calculator for every country →

Alpha note: The-Y CRM is in an early test phase. Automatic backups are running; a formal availability/failover guarantee arrives in the Beta — please still back up important data yourself during the Alpha. Prices and usage limits may still change; the once-secured Founder price stays forever, the lifetime licence never expires. The Alpha terms apply.

The path

Alpha → Beta → Live.

We go live honestly and step by step. You always know where we stand.

Now · Alpha

Try free & help shape it

  • Free & Paid/Self-Hosted available
  • Built-in phone system for everyone
  • €10 Founder price (B2B) — lockable forever
  • Automatic backups · feedback goes straight in
Running on the cloud server (EU)
Next · Beta

Stable & extensible

  • Higher availability (failover)
  • Maturity phase — stability & polish
  • Founder price still lockable
  • Feature requests possible
Built on Alpha feedback
After · Live

Mature

  • Stable regular operation
  • Full feature set
  • Free: bug reports · Founder/Paid: bug & feature requests
Reliable day to day
Always

Your Founder price

  • Locked once = permanent
  • Even after price increases
  • Thanks to early supporters
10 €/month — forever
Ready in minutes

Here's how to start.

01
Create account

Register free on crm.the-y.at — no credit card.

02
Set up

Connect channels, invite your team, set brand & templates.

03
Get going

Bundle inquiries, automate, steer from the dashboard.

Answered honestly

Common questions about the Alpha.

Is The-Y CRM free?

The Free version is permanently free (in The-Y’s cloud or on your own server with a free key) — with fair usage limits (currently 1000 outgoing messages/month incl. WhatsApp & SMS, 3 users, 1 brand, 2 GB; system emails don't count). No credit card needed.

What does "Alpha" mean — and how safe is my data?

The-Y CRM is in an early test phase; features may still change. Automatic backups are already running (including the version we host), and a formal failover arrives in the Beta. Please still back up important data yourself during the Alpha and don't use it as your only store for business-critical data.

What does the 10-euro Founder price get me?

If you secure the Founder price now (€10/month, only during Alpha/Beta), you keep it forever — even after the regular €20/month. Founder is the Paid plan: all modules unlimited, plus a self-hosting license key right away. No account needed — you buy it right here.

What is the lifetime licence?

A perpetual self-hosting licence for The-Y CRM for a one-time payment: €240 during Alpha & Beta, €480 from the Live release (incl. VAT, B2B). It includes all modules without usage limits on your own server (1 company, 1 installation) plus updates and security fixes for as long as we provide them. Not included: hosting — your hosted account on crm.the-y.at stays on Free. Prefer paying monthly? Take the Founder price (the same self-hosting licence as a subscription).

Is the built-in phone system usable?

Yes. The built-in phone system (IVR, queues, voicemail, click-to-call, analytics) is available to everyone — up to 200 call minutes/month on Free, unlimited on Paid. For outbound external calls you connect your own SIP line (we guide you through the setup).

Can I self-host it?

Yes, right away, with Docker on your own server — in two ways: free with a free key (after signing up, under Settings → License; same limits as Free, no support) or without limits with the Paid/Founder purchase (license key + guide). Same feature set as in the cloud. We only host the Free account on crm.the-y.at. For server sizing, see the server requirements.

Can I try The-Y CRM without signing up?

Yes. At crm.the-y.at/demo your own test environment with sample data starts right away. You are the admin and may create, change and delete anything; emails, WhatsApp, SMS, calls and posts are only simulated. After 24 hours everything is deleted and not carried over when you sign up. More about the demo →

Is there a mobile app?

Yes, as an installable web app for Android and iPhone: its own icon on the home screen, no browser bar, with a bottom navigation bar, chat view and softphone. Only program files are stored, never customer data. Push notifications for new messages will follow in a later version. How to install the app →

Does The-Y CRM replace my tax advisor?

No. The-Y CRM creates records and overviews: invoices, payments, receipts, income & expenses, a VAT preview and a monthly package for your tax advisor (ZIP, DATEV, BMD). It is not tax advice and submits nothing to the tax office. You are responsible for your records and returns. Finance guide →

Where is my data stored?

During the Alpha, on a server in the EU (GDPR-aligned). External services you connect yourself (e.g. WhatsApp, email, SMS, AI) process data under their own terms. Self-hosting is available right away (full data control).

How do I cancel? Can I stop anytime?

Yes. The Free version doesn't tie you down — you can delete your account yourself anytime (first you download a full export of your invoices and receipts — you have to keep those). You cancel the Founder subscription (€10.00/month) yourself in the secure customer portal (enter your email) or via the "Manage & cancel subscription" button in the app; if you need help, email office@the-y.at. Cancelling stops any further payment. Your once-secured Founder price stays reserved for you forever — you can come back later at the same price. On request, we delete your account and data completely.

Get on board now

Start free forever.

Test all modules, give feedback and — if you like — lock in the Founder price forever.