CRM Docs DE
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Feature board

What's planned — filled by us and from user feedback. We deliberately name phases instead of dates and separate "planned" from "shipped".

As of: 2026-11-08 (version 1.1.60) · Source: 👥 Team · 🙋 User feedback · Phase: Alpha

Release Notes Known Issues Feature Board Status Legal Archive

📋 Planned Beta

  • Meta channels: choose your setup (via us or your own app)
  • Telephony: multi-DID per brand · video calls over the internet
  • Start of the beta (version 1.2): failover – a second server in Austria keeps all data continuously up to date and takes over if the main server fails
  • Telephony on the phone: key tones (DTMF) during a call
  • E-invoicing: ZUGFeRD/Factur-X as output
  • Brand kit stage 2: booking emails, campaigns per language and SMS templates in the brand’s style
  • Inbox: more compact header for small laptop screens · @mentions as a push on your phone too
  • Flows: “wait for a reply, otherwise …”, forms and webhooks as triggers

🔄 In progress

  • WhatsApp calls: live test with real calls via Meta
  • Telephony 1.1.46: live tests with real calls (limit for simultaneous calls, notice before recordings)
  • Telephony 1.1.51: live tests with real calls and microphones (ringing during the greeting, recording in the browser in Safari and Firefox)
  • Telephony 1.1.52: live tests with real calls (position and callback in queues, mobile rings too, templates)
  • Telephony 1.1.53: live tests with real calls (phone assistant, “Waiting line” phone template, adding your own mobile number, a complete call list after a restart)
  • Detailed step-by-step guides (docs expansion, DE + EN)
  • Stability & cloud operations — ongoing maturing toward Beta

✅ Shipped

  • Custom roles (e.g. “Doctor”, “Assistant”, “Front desk”) with permissions per area · change log with search, filters and CSV export · sign out your own devices · API keys with permissions, expiry and renewal · webhook signatures with a timestamp · our own security test with fixes · unfinished replies in the inbox survive a page reload (1.1.60)
  • English interface: consistent amounts and dates · new test environment in the language of the demo · conversation list, customer panel and call flow diagram fixed · self-hosted: install with the IP address on your home network, images embedded in emails, interface in the browser language (1.1.59) · security fix: the phone system only accepts dialled numbers as digits (1.1.59.1)
  • Video: your camera small in the shared picture, sharing “sharp” or “smooth” · online booking as its own menu item with “From the next day” · email: replies go to the right person, Cc, Bcc, “Reply all” and forwarding · campaigns count opens and clicks only if you want to · answered calls land in the inbox · flows: appointment reminders by WhatsApp or SMS, Google reviews for everyone · The-Y is blue · self-hosted: phone system right in the installer (1.1.58)
  • Sign in without a password with “Email me a sign-in link” (button or 6-digit code) · sign up without a password · My profile: “Sign-in methods” with “Set a password” · better contrast in light and dark mode (1.1.57)
  • Demo: you start right inside a sample conversation with a “Reply here” tip and a ready-made suggestion · sign up without a company name · emails to your customers only through your own mailbox, notifications via our system mailbox without content · system emails of crm.the-y.at via a data centre in the EU (1.1.56)
  • Video meetings: share your screen or a window (guests too), sound comes first and uses less data, connection info “i”, join without a camera, buttons easy to see · booking links: several time windows per day (e.g. with a lunch break), your own name on the booking page, time zone with the guest’s local time · telephony: forwarding to your mobile after the greeting works reliably, “Always play the greeting”, “Don’t sign in the phone in this browser” · demo: “Like it?” tip with a way to sign up (1.1.54) · maintenance update without visible changes in your account (1.1.55)
  • Tidier and built for teams: settings with basics, “Advanced” and search (also finds “service PIN”) · show and hide sections in the sidebar · clear names: “Snippets & email templates”, “Flow templates”, “Phone templates”, “Flows” · one set of opening hours for everything, holidays in the automatic reply too, “Company” page · “Manage inbox rules” permission for team leads · inbox: search in message text, @mentions, a task or appointment from the conversation, “looking/typing”, filter by mailbox and channel · flows: one “New flow” button, “What runs automatically?” overview, schedules per record, “deal sits for X days”, versions, 25 flow templates · phone assistant, “My phone” and “Setup”, mobile number only added by the person themselves, “Waiting line” template, “Reception” without recording · web chat visitors as contacts with “Maybe the same person”, chat link and QR code · email templates without HTML, with preview and test email · campaigns with delivery and pacing · change your account’s address yourself · self-hosted: updates with a backup first, back to the previous version if anything fails (1.1.53) · your account’s two-factor requirement applies everywhere (1.1.53.1)
  • Easier, more honest start: web chat to test yourself, “Getting started” up to your first reply, channels show “Running”, “Setup incomplete” or “Off” · inbox with a wide reply box, templates with “/” and “Assign to me” · settings grouped and searchable · telephony: queue with position, waiting time and callback, mobile rings too (accept with 1), five phone templates, base settings per brand · brand kit with form of address, greeting, sign-off and emails in the brand’s style (1.1.52)
  • Telephony with real voices: record announcements in the browser or upload a file, no more computer voices · phones already ring during the greeting, with keys if you like (e.g. 1 = WhatsApp) · hold music per account · log in and out per ring group or queue (also with *45) · template “Reception” · service PIN: our support only gets into your account with your PIN, emergency access only with a reason and an email to all admins · tamper-proof security log (1.1.51) · clearer, louder recordings with “How callers hear it” (1.1.51.1)
  • Microsoft 365 and Outlook.com with one click (OAuth), Gmail with a guided app password · push notifications to your phone (beta) · emergency calls always go out via your own line · more security in the phone system (1.1.50)
  • Fair rules for new terms of use: announcement at least 7 days in advance by email to all admins and in the app, agreeing with one click, status under Settings → License (built in but switched off while there is no new version) · Turkish interface consistently with “siz” (1.1.49)
  • Demo in Turkish: your own test environment and the “Sadece görüntüle” (view only) sample company with a Turkish travel agency from Vienna (travel requests with travel details, trips with payment status, conversations in Turkish and German, invoices in German and Turkish) · the booking engine and the notes on payment rules understand the Turkish values · demo pages in Turkish with “siz” · self-hosting guide matches install.sh (1.1.48)
  • Demo in English: your own test environment and the “View only” sample company with English sample data · “Translate” works in the demo too · tool links “in the same tab per system”, so your sign-in stays (e.g. CosmoNaut) · CosmoNaut templates in version 2 with the date as DD.MM.YYYY · Telephony: “Simultaneous calls” card (1.1.47)
  • Templates for travel systems: gallery with 22 templates for tool links (booking engine, tour operator portals, hotel, flight, car hire, entry requirements) · Traffics IBE and CosmoNaut open with travel details from the deal · conversions for date, airport, board and stars · only enabled tool links count (Free 15) · no partnership with providers (1.1.46)
  • Offer pages to tick · label suggested automatically · sent offer links saved to the deal automatically if you want (1.1.46)
  • Telephony: limit for simultaneous calls (Free 2, Cloud Pro 10, Paid no plan limit) with announcement, voicemail or busy and "rejected – limit" in the call list · notice before recordings "This call is being recorded." (on by default, your own text or file) · Meta center: "Calls" tile (1.1.46)
  • WhatsApp calls in the phone system: they ring like any other call in menu, ring group, queue and voicemail and appear directly in the WhatsApp conversation · call back via WhatsApp with the customer's permission · never forwarded into the phone network (Meta rule) · "WhatsApp calls" card shows what is missing (1.1.45)
  • Flows: "Create task" optionally for the person assigned to the conversation · the inbox loads only open tickets right away · times on deal, contact and company pages in your time zone (1.1.45)
  • Ready for Meta's changes in 2027: all connections to WhatsApp, Messenger and Instagram use Meta's current interface (Meta switches off the old one on 21 Jan 2027) · WhatsApp marketing templates via Meta's Marketing Messages API after one click at Meta, with the deadline shown (13 Apr 2027 new accounts, 13 Oct 2027 all), sending route per campaign and the switch "Share read and click data with Meta" (off by default) · "Stop marketing messages" in WhatsApp removes the marketing consent (1.1.44)
  • Recognising Meta's AI agent: conversations run by Meta's AI agent or another application appear as "observed" with a banner (once allowed at Meta) · take over, hand back, release a conversation · handover with a note in the conversation · no SLA reminders for conversations handled elsewhere · also for Messenger and Instagram (1.1.44)
  • CRM with AI assistance, always on your own AI key (Anthropic, OpenAI or Google): create a WhatsApp template with AI from one sentence and check it for the most common rejection reasons before submitting · translate templates into up to 10 languages · explain rejections in plain words and suggest a fix · "utility or marketing?" category warning with the cost per message (Austria, Germany) (1.1.43)
  • Flow from one sentence (always switched off, with a path to a human) · AI step in flows "classify message" / "extract data" with an "AI unsure" branch and the cost per 1,000 runs (1.1.43)
  • Booking confirmation → trip: from a PDF, image or email text, with preview and sources, saved only after you confirm, no passport or card data · Free limits of 1,000 AI steps and 300 documents read per month (1.1.43)
  • "Travel agency" industry pack: choose it at sign-up or later – "Travel enquiries" pipeline, "Trip" record, fields, quick replies, draft WhatsApp templates and reminder flows (switched off at first), formal form of address (Sie) switchable, notes on payment rules for package holidays (Austria, Germany), free up to 300 running trips (1.1.42)
  • Automations and campaigns with a date as trigger: a date on the record or on the deal, e.g. "3 days before departure", with a legal check before payment reminders and the new action "Set field on record" (1.1.42)
  • Tool links to your own tools on contacts, deals, trips and in the inbox, with values filled in (Free up to 15, no partnership with any provider) · attach offer links to a deal with one click (1.1.42)
  • CSV import with matching for contacts, companies, deals and trips – updated instead of created twice, with dry run and report (1.1.42)
  • Manage pipelines and stages yourself: create, rename, reorder, set the default pipeline (1.1.42)
  • Translation in the inbox on our own server in Vienna – the text goes to no outside service; optionally with your own AI or DeepL key (1.1.42)
  • Automations 2.0: flow builder (trigger → if/then/else → actions → wait), phone triggers “Call ended” and “Key pressed in the phone menu”, test run without sending, log per run, template gallery (1.1.41)
  • Phone: “Press 1 for WhatsApp” – the caller presses a key and instantly gets a WhatsApp template, with consent and timestamp recorded (1.1.34)
  • Phone: holidays and a day/night switch in opening hours (automatic for Austria and Germany, or your own list) (1.1.34)
  • Phone: changes to the phone system take effect within a few seconds — greetings, menus, extensions, number destinations
  • Phone: every number reaches its own destination (with Zadarma the dialled number is recognised, otherwise the topmost number applies)
  • Phone: greeting while it rings in ring groups, then forwarding after the set time (e.g. to your mobile) · greeting on entry for queues
  • Another WhatsApp number: continue verifying, and put the verification call straight through to your own extension (10 min)
  • Instagram replies (Direct messages, private replies, “Get started”) through the linked Facebook Page
  • Fix undelivered messages yourself: “Connect channel →” and “Send again”; the 24-hour window explained clearly
  • Confirmation windows in the CRM's own design instead of browser pop-ups — deleting works everywhere, also in embedded browsers
  • “Connect Facebook & Instagram” creates the Page and the Instagram account as separate channels
  • Facebook and Instagram comments also fetched directly: automatically every 5 minutes and with “Fetch now”
  • Meta hub: WhatsApp profile, welcome message & conversation starters, QR codes, display name, PIN, blocking, costs according to Meta, another number, Messenger menu, Page info and Instagram conversation starters right in the CRM — a direct link with a guide for the rest
  • Messenger and Instagram replies from the inbox are delivered; sending problems shown on the message
  • One sign-in on crm.the-y.at: sign-in finds your workspace, switch between workspaces, “Forgot password”, sign-in address to copy
  • VAT in the right month: accrual/cash basis and VAT return period per country, “Supplement to MM/YYYY”, date of receipt on receipts
  • Finance up to your tax advisor: invoices locked on issue (number when issued, PDF with checksum), payments, open items, dunning, bank statement (camt.053/CSV), receipts + incoming e-invoices, journal, VAT preview, export (ZIP, DATEV, BMD), XRechnung, Swiss QR-bill
  • Month-end close with a correction path: credit note and reversal
  • WhatsApp templates: builder with phone preview, gallery of 14 templates (EN/DE/TR), status in plain language and real time
  • WhatsApp status: traffic light per number, warning emails to admins, dashboard notice
  • Posts for Facebook & Instagram: preview, format check, content calendar, templates
  • Comments: view by post, reply publicly/privately, hide, delete, mark done
  • Mobile: bottom navigation bar, chat view, softphone, installable as an app
  • Demo = your own test environment (no sign-up, 24 h, nothing goes out)
  • Consent for WhatsApp/SMS campaigns + STOP/START
  • Inbound SMS: replies in the inbox (receiving address at your provider)
  • Connect WhatsApp with one click, keep the Business app, stays connected, “We'll help you”
  • Delete a contact permanently (GDPR) + trash
  • Honest campaign numbers (sent, delivered, read, failed)
  • Lifetime licence: perpetual self-hosting licence as a one-time purchase (€240 in Alpha/Beta, €480 from Live)
  • Cloud Pro: hosted by us, all users and brands included (€20/month in Alpha/Beta, €40 from Live; bookable under Settings → License)
  • Redeem partner/promo codes (e.g. AppSumo) → licence key instantly in the app + by email
  • Built-in phone system for all plans (Free up to 200 min/month)
  • Self-hosting: license key + guide (available now)
  • 2FA (TOTP) + QR + remember device
  • Edit your own profile (name/email/password, self-service)
  • Personal brand-visibility filter (focus on chosen brands)
  • Security log (audit log)
  • Auto-routing: new conversations assigned automatically round-robin or to the least busy person, per brand (Alpha build, Aug 2026)
  • Satisfaction survey (CSAT) also via WhatsApp (within the 24-hour window) and SMS, not only by email (Alpha build, Aug 2026)
  • Deals: weighted forecast per month with expected close date (Alpha build, Aug 2026)
  • Custom fields with required fields and format checks · CSV import for companies, deals and custom objects too (Alpha build, Aug 2026)
  • Transfer a team member's records in one go: contacts, companies, deals, custom objects, optionally open conversations (Alpha build, Aug 2026)
  • Reports: CSV export and an email summary, daily or weekly (Alpha build, Aug 2026)
  • 2FA: generate new recovery codes (Alpha build, Aug 2026)
  • Outgoing webhooks retried automatically on errors (Alpha build, Aug 2026)
  • AI: auto-triage · KB deflection bot
  • Account reset/delete · data export (CSV)
  • Global fuzzy search · SLA pause
  • Marketing + tracking · booking .ics
  • HTML email frame · inbox channel switch

Have a wish? Submit it as a logged-in user via the feedback widget in the app (category "Feature") — feature requests from feedback appear here with 🙋. For general questions or security reports, reach us at office@the-y.at. We deliberately don't give dates; the order may change.