AI-First Client Intelligence Platform

Every client, every channel,
one intelligence.

Clyntiq unifies Sales, Service, Marketing, and Analytics — plus vertical apps for Credit Unions and Leagues — into one platform with a voice-first AI assistant on every page.

Replace your stack of CRM, support desk, marketing automation, and analytics tools with a single Client Intelligence Platform purpose-built for modern businesses.

Contact Sales Explore Apps
Private beta • Request a walkthrough • Built for modern teams
13
Applications
167
Entity Types
530
API Functions
25+
AI Features
14
Dashboards
app.clyntiq.com
$2.4M
Pipeline Value
+18%
847
Active Clients
+12%
94%
Health Score
+3%
23
Won This Month
+5
Revenue Trend
Revenue AI Forecast
AI Insights
3 members at churn risk
2 loans past due ($5.2K)
5 cross-sell opportunities
1 KYC expiring Friday
Aira Good morning! You have 3 alerts — 2 delinquent loans and 1 KYC expiring.
3
280+ API Endpoints
60+ AI Features
Enterprise Security

Built for fast-growing businesses and relationship-driven teams

Sales Teams
Service & Support
Incident Management
Credit Unions
Financial Services
Why Clyntiq

One platform. One data model. No integration tax.

Stop stitching Sales to Service to Marketing to Analytics. Every app reads and writes the same record, with the same security model and the same AI everywhere.

1

One record, every team

Sales sees what Service did this morning. Marketing sees what Sales closed. No CSV exports between systems.

2

Built-in AI everywhere

25+ AI insights run where the work happens. No bolt-on add-ons, no per-call billing.

3

Voice-first by design

Aira, your AI co-pilot, lives on every page. Brief your team, create records, query data — by voice.

4

Enterprise isolation

Schema-per-tenant security: your data in its own PostgreSQL schema — not just a row with a tenant_id.

Why Clyntiq

Traditional CRM stores data. Clyntiq understands and acts on it.

Beyond CRM

Built for Client Intelligence, not just data storage. Every feature is designed to help you understand, act, and grow.

Unified Client 360

Every interaction, insight, and relationship in one place. No more switching between tools to get the full picture.

AI Across Everything

From voice commands to intelligent summaries and next best actions. AI is embedded in every workflow, not bolted on.

Real-Time Engagement Visibility

Know who to act on and when. See engagement signals, deal momentum, and client health in real time.

Faster Time to Value

Go live in weeks, not months. No complex implementations, no expensive consultants. Start seeing value from day one.

Our Story
Clyntiq was created with a simple belief: businesses shouldn't struggle to understand the people they serve.

Traditional CRMs capture data, but they rarely deliver clarity. Teams spend hours searching, updating, and stitching together information — and still miss the insights that matter.

We built Clyntiq to change that. A platform where Sales, Service, and Client Intelligence live together in one AI‑powered system. From first lead to long‑term relationship, from pipeline to resolution — Clyntiq gives your team the full picture and the intelligence to act on it.

At the heart of the platform is Aira, our AI work companion. Aira surfaces risks, recommends next steps, and handles routine tasks through voice or text. Not a chatbot. Not a gimmick. A teammate who helps your team stay focused on what matters most — your clients.

We started with credit unions because they represent one of the toughest challenges in client understanding: complex member relationships, regulatory demands, and decades of legacy systems. If Clyntiq can bring clarity there, it can bring clarity anywhere.

And we're just getting started. Next comes marketing automation, advanced analytics, and deeper AI — expanding the platform as your ambitions grow.

Clyntiq isn't just a CRM. It's client intelligence, finally done right.

Transform Client Data into Intelligence

Unify every interaction, insight, and opportunity into a single intelligent system — so your team can act faster, engage smarter, and drive measurable growth.

Understand

Gain a complete 360° view of every client across every interaction, deal, and touchpoint.

Engage

Reach the right person with the right message at the right time using intelligent engagement tracking and automation.

Grow

Accelerate revenue with pipeline intelligence, AI insights, and full lifecycle visibility.

Voice-First AI

Talk to Your CRM. It Actually Understands.

Use natural language to create records, update deals, log activities, and search your data — hands-free.

"Create contact John Smith at Acme, email john@acme.com"
"Update opportunity Acme renewal to stage Negotiation"
"Show me all open cases for Sterling Industries"
"Add note: customer wants proposal by Friday"

Supports create, update, search, notes, and activities. Fuzzy matching finds the right record even if you don't say the exact name.

Listening...
"Create a follow-up meeting with Sarah Mitchell for next Tuesday at 2pm"
Clyntiq understood:
TypeMeeting
ContactSarah Mitchell
DateTuesday, 2:00 PM
SubjectFollow-up meeting
Meet Your AI Assistant

Meet Aira — Your Intelligent Work Companion

The assistant is an AI assistant embedded in every page of Clyntiq. She understands your business, speaks your language, and proactively surfaces what matters most.

Voice + Text

Talk or type naturally. Aira creates records, searches data, logs activities — all hands-free with natural language.

Proactive Alerts

Aira monitors delinquent loans, KYC expiry, task deadlines, and compliance issues — alerts you before problems escalate.

Morning Briefing

Personalized daily greeting with intelligence briefing — delinquent loans, pending applications, dormant accounts, priorities.

Multi-Turn Context

"Find Sarah" → "Show her deposits" → "What about loans?" — Aira remembers context across the conversation.

Smart Member Summaries

AI-generated member profile summaries — account overview, relationship history, risk indicators, and recommended actions in one glance.

Greeting & Briefing

Personalized time-based greeting with context-aware briefing — pending tasks, delinquent loans, KYC expiry, and today's priorities on first load.

CU Document Completeness

AI checks loan applications for missing documents, verifies completeness scores, and flags gaps before underwriting — reducing back-and-forth.

Next Best Action

AI recommends next best actions for each member — product recommendations based on account age, balance patterns, and cross-sell opportunities.

AI Ticket Analysis

One click: AI classifies the issue, identifies root cause, suggests resolution, routes to the right team, and scores its own confidence. Low-confidence tickets are flagged for human review.

AI Incident Detection

Automatically detects duplicate incidents by semantic similarity, suggests KB articles on create, and auto-classifies severity and affected services from the description.

Aira Online
Good morning, Manohar! You have 847 members with $4.2M in deposits. 3 alerts need your attention — 2 delinquent loans and 1 KYC expiring this week.
Show me the delinquent loans
Found 2 delinquent loans: Sarah Mitchell — Auto Loan $28,500 (45 days past due). James Wilson — Personal Loan $12,000 (32 days past due). Total past due: $3,250.
What about Sarah's other accounts?
Sarah Mitchell has 2 accounts: a Savings account with $12,400 balance and the delinquent Auto Loan. She's been a member since 2019. Based on her profile, I'd recommend scheduling a call to discuss a repayment plan.
Ask Aira anything... or say "Hey Aira"
25+AI Features
25Voice Intents
7Alert Rules
5Nightly AI Jobs
AI Insights

25+ insights running where the work happens.

Not a separate "AI app" to launch. Insights surface inside the lists, dashboards, and records your team already uses.

Sales

Pipeline Intelligence

Stuck deals, overdue close dates, weighted forecast, and a recommended next step on every opportunity.

Service

Case Intelligence

At-risk, SLA-breached, escalated, and aging cases — with the right next action attached to each.

Service

AI Ticket Diagnosis

Classification, root cause, suggested resolution, and assignment-group recommendation per ticket.

Cross-cutting

Account 360 Summary

Instant natural-language briefing on what's happening with the account and what needs attention next.

Cross-cutting

AI Enrichment

One-click enrichment of any Account, Contact, or Lead with High / Medium / Low confidence badges.

Credit Union

Member Churn Score

Rule-based 0–100 score with plain-English contributing reasons. Spot retention risk before it walks.

Credit Union

Loan Pre-Check

Real-time DTI and eligibility before formal underwriting — accelerates the frontline conversation.

CU League

League AI Dashboard

One screen for overdue statements, pending commissions, expiring programs, dormant member CUs.

All apps

Anomaly Detection

BSA/AML and member-protection patterns surfaced automatically — with regulatory context attached.

Clyntiq Apps

Every app you need to run the business — from first lead to long-term relationship growth. Pick the ones that fit, add more as you grow.

Clyntiq Sales

Complete pipeline management from lead capture to revenue — with inline editing, role-based dashboards, and advanced filtering.

  • Accounts with 4 address types, KYC, inline edit
  • Lead capture, scoring & conversion
  • Opportunity pipeline with forecasting
  • Quote → Contract → Order → Invoice flow
  • Campaign attribution & ROI tracking
  • Role-based Sales Dashboard (rep vs manager)

Clyntiq Engage

Multi-channel engagement across calls, emails, meetings, and tasks — with activity tracking and interaction history.

  • Interaction timeline (call, email, meeting, chat)
  • Activity & task management
  • Notes, attachments & file management
  • Engagement scoring & analytics
  • Related record navigation with back links

Clyntiq AI + Aira

AI assistant with voice commands, proactive notifications, session memory, and rule-based intelligence across CRM and Credit Union modules.

  • assistant conversational AI assistant
  • Voice commands for create, read & update
  • Proactive notification engine (7 alert rules)
  • Session memory & multi-turn conversations
  • CU Intelligence: churn, cross-sell, delinquency risk
  • Anomaly detection on financial data

Clyntiq Integrations

Connect to external systems with webhooks, sync jobs, API keys, and a testing sandbox.

  • Connected systems & sync jobs
  • Webhook subscriptions (inbound/outbound)
  • Field mapping configuration
  • Integration sandbox with trace viewer
  • Custom objects & fields
  • CSV export

Clyntiq Service

Full-service management with AI ticket analysis, queue workbench, SLA tracking, and multi-channel case creation.

  • AI ticket analysis + auto-routing
  • Agent queue workbench
  • SLA monitoring with pause/resume
  • Voice-to-case + email-to-case
  • CSAT surveys + AI insights

Clyntiq Incidents

ITIL-grade incident management with P1/P2 war room, auto-escalation, and post-incident review.

  • Major incident war room (P1/P2)
  • Parent-child incident linking
  • AI duplicate detection + correlation
  • SLA pause/resume + auto-escalation
  • Post-incident review (PIR)

Clyntiq Portal

Customer self-service portal — submit tickets, track incidents, request features, and respond to surveys.

  • Self-service ticket submission
  • Enhancement request pipeline
  • Incident status tracking
  • Live chat widget
  • CSAT survey response

Clyntiq Analytics

Business intelligence with step-by-step report builder, dashboard builder, and smart alerting.

  • Report builder wizard (6 chart types)
  • Dashboard builder with widget placement
  • Scheduled report delivery via email
  • Smart threshold-based alerts
  • Report templates & sharing
  • Data source connections

Clyntiq Credit Unions

Purpose-built for credit unions — member management, deposits, loans, KYC compliance, AI intelligence, and member portal.

  • Member 360 with KYC & compliance
  • Deposit & loan account management
  • Household mapping with linked accounts
  • AI: churn prediction, cross-sell, anomaly detection
  • Member self-service portal (bill pay, transfers)
  • Role-based CU Dashboard

Clyntiq CU Lending

End-to-end credit union lending with applications, underwriting, disbursement, and collections.

  • Loan applications & processing
  • Underwriting & approval workflow
  • Disbursement & repayment tracking
  • Delinquency & collections management

Clyntiq CU Leagues

First-ever purpose-built league management — chapters, commissions, revenue, data exchange, engagement scoring, and AI intelligence.

  • Member CU account 360 with chapters & districts
  • Commission engine with rules, calculations & payouts
  • Purchase statement processing & reconciliation
  • Template-based data exchange & validation
  • Quarterly cycle management & benchmarking
  • Engagement scoring & AI intelligence
Industries

Built for the way your industry actually runs.

Horizontal CRM with deep vertical depth where it matters. Pick your industry to see what's pre-built.

For growth teams and modern businesses

Sales, Service, and Marketing built on one record so your team stops arguing over which system has the truth.

Unified pipeline — leads, opps, quotes, orders, invoices flow through one lifecycle with forecast weighting and stuck-deal alerts.
AI-assisted outreach — draft follow-up emails, log calls, and schedule next actions from natural language or voice.
Role-based dashboards — rep, manager, and executive views pre-wired. No report-building project required to go live.
Campaign attribution — every lead, opp, and invoice carries the campaign/source — ROI is a filter, not a spreadsheet.

For Credit Unions and community banks

Native member, household, deposit, loan, and compliance depth — not bolted on, not an AppExchange package.

Member 360 + households — linked accounts, relationship mapping, and a single timeline per household across every touchpoint.
Deposit & loan lifecycle — application → underwriting → disbursement → servicing → collections, with real-time DTI and eligibility checks.
KYC + compliance pre-mapped — PII encryption, audit trails, and regulatory fields out of the box.
AI member intelligence — churn risk score, cross-sell recommendations, anomaly detection, and delinquency signals.
Member self-service portal — statements, bill pay, transfers, check deposit, and secure messaging included.

For Credit Union Leagues

Built for organizations that serve multiple credit unions — chapter management, commission tracking, and quarterly reporting in one platform.

Chapter & district management — member CUs, programs, events, training, and dues tracked in one view.
Commission engine — purchase statement processing, revenue recognition, and payout workflows automated.
Quarterly cycles — benchmark reports, member CU scorecards, and board-ready exports.
League AI dashboard — overdue statements, pending commissions, expiring programs, and dormant member CUs on one screen.

For professional services firms

Project-based sales cycles, multi-stakeholder relationships, and utilization tracking — without stitching three tools together.

Engagement-based pipeline — track statements of work, project milestones, and multi-party contacts on one account.
Incident & case management — full ITIL-grade service desk with SLA tracking for client-facing escalations.
Quote-to-invoice — proposals, e-signature, invoicing, and Stripe payments in one flow.
Live chat + portal — give clients a self-service portal with ticket submission and status tracking.
Business Intelligence

Analytics That Think Ahead

From step-by-step report building to smart alerting and scheduled delivery — Clyntiq Analytics transforms raw CRM data into decisions.

Report Builder

Build any report in 4 steps — pick an object, select fields, add filters, choose your chart. Six visualization types including bar, line, pie, funnel, scatter, and tabular views.

6 Chart Types Step-by-Step Wizard Real-time Execution

Interactive Dashboards

Compose multi-widget dashboards with charts, metric cards, and data tables. Schedule automated delivery to your team's inbox every morning.

Widget Canvas Auto-Scheduling Email Delivery

Anomaly Detection

Automated nightly analysis detects statistical outliers, unexpected drops, and unusual spikes across all your metrics. Three detection rules with severity classification.

Z-Score Analysis % Change Rules Auto Severity

Trend Forecasting

Project metrics 7, 14, or 30 days forward using moving average and linear regression. Confidence bands show the range of likely outcomes.

Moving Average Linear Regression Confidence Bands

Smart Alerts & Email

Set threshold conditions — "revenue drops below $10K" or "pipeline exceeds $1M." Get notified in-app and via email with cooldown to prevent duplicates.

Threshold Rules Email via SES Cooldown Logic

Data Governance

Track data lineage from source to report to dashboard. Run impact analysis before making changes. Field-level classification with per-role data masking.

Lineage Graph Impact Analysis Data Masking
External Data Sources Connect PostgreSQL, MySQL, SQL Server, Databricks, REST APIs, CSV, and Redshift
Embeddable Analytics White-label reports and dashboards in any website with signed embed tokens
20 Report Templates Pre-built templates for Sales, Service, Finance, Credit Union, and Marketing
Team Collaboration Threaded comments with @mentions on reports and annotation pins on dashboards
AI Assistant Integration "Build me a revenue report by quarter" — Aira creates reports from natural language
API Keys & Programmatic Access Long-lived API keys with scoped permissions for integrations and automation
Sales, Service & Incident Management

From Pipeline to Resolution. One Platform.

Close deals, resolve issues, and manage incidents — all connected through shared accounts, contacts, and AI intelligence. No disconnected tools.

Sales Pipeline

Visual pipeline board with drag-and-drop stage progression. Lead scoring, opportunity forecasting, quote-to-order-to-invoice lifecycle, and campaign attribution.

  • Leads, Opportunities, Pipeline board
  • Quotes, Orders, Invoices
  • Contracts & Price Lists
  • Campaign tracking & attribution
  • Activity logging & notes

Service Desk

Complete case management with SLA tracking, agent queue workbench, and multi-channel case creation. AI analyzes tickets, classifies issues, and routes to the right team automatically.

  • Case lifecycle + SLA monitoring
  • AI ticket analysis + auto-routing
  • Voice-to-case (AI transcription)
  • Email-to-case automation
  • Agent queue workbench

Incident Management

ITIL-grade incident management with P1/P2 major incident war room, auto-escalation, parent-child linking, and post-incident review. AI detects duplicates and suggests KB articles.

  • P1/P2 major incident war room
  • Auto-escalation + SLA pause/resume
  • Parent-child incident linking
  • AI duplicate detection + KB suggestions
  • Post-incident review (PIR)

Customer Portal

Self-service portal where customers submit tickets, track incidents, request features, respond to satisfaction surveys, and chat with agents in real time.

  • Self-service ticket submission
  • Enhancement request pipeline
  • Live chat (widget + agent inbox)
  • CSAT surveys + AI insights
  • Incident status tracking
Purpose-Built Vertical

Built for Credit Unions. Not Bolted On.

Unlike generic CRMs retrofitted for financial services, Clyntiq is purpose-built for credit unions — combining member intelligence, financial relationships, and engagement into one platform.

Member Management

Complete member profiles with KYC, financial history, and relationship mapping.

Household Mapping

Link members by household. See family relationships, shared accounts, and cross-sell opportunities.

Deposit & Loan Tracking

Track deposits, savings, loans, and financial products per member with real-time balances.

Member Portal

Self-service portal with account management, statements, bill pay, mobile check deposit, and transfers.

Compliance-Ready

PII encryption (AES-256-GCM), audit trails, soft-delete recovery, and schema-per-tenant data isolation.

Voice-Powered

Branch staff can create records, log interactions, and search members by voice — hands-free during conversations.

10 AI Features

Churn prediction, cross-sell, loan eligibility, delinquency risk, anomaly detection, next best action — all built-in, zero extra cost.

AI Assistant

Your AI companion with morning briefings, proactive alerts, email digests, and Claude-powered NLU for complex queries.

Analytics & Reporting

Member engagement dashboards, deposit trends, loan portfolio analysis, and predictive forecasting with anomaly detection — all built-in.

Sales, Service & Incident Management

Full CRM Built Into Every Credit Union Package

Credit unions don't just need member management — they need pipeline tracking for loan referrals, a service desk for member issues, and incident management for system outages. It's all included.

Sales Pipeline

Track loan referrals, partnership opportunities, and vendor deals through a visual pipeline with stages, forecasting, and activity tracking.

Service Desk

Member issue tracking with SLA monitoring, queue workbench for agents, voice-to-case, email-to-case, and AI-powered ticket analysis.

Incident Management

ITIL-grade P1/P2 war room for core banking outages, ATM failures, and system disruptions. Auto-escalation, SLA pause, and post-incident review.

Why Teams Are Moving Away from Traditional CRM

Clyntiq
Traditional CRM
Implementation
2-4 weeks
3-12 months
Household mapping
Built-in
Custom build or add-on
Member portal
Included
Separate add-on
Voice commands
Native
Not available
Data isolation
Schema-per-tenant
Shared database
AI assistant (Aira)
Built-in + Bedrock NLU
Not available
Predictive analytics
Anomaly detection + forecasting
Expensive add-on
Lending lifecycle
Built-in (app to payoff)
Separate LOS system
Incident management
ITIL-grade with P1/P2 war room
Separate ITSM tool
Customer portal
Self-service + live chat + CSAT
Third-party portal
League Operations

Credit Union League — Chapter to Payout

Purpose-built for league organizations managing multiple credit unions. Commission tracking, purchase statement processing, revenue recognition, and quarterly reporting — all in one system.

Chapter & District Management

Organize member CUs by chapter and district. Assign liaison officers, track board memberships, and manage partner relationships.

Commission Engine

Flexible commission agreements with rules, tiers, and splits. Automated calculation runs, approval workflows, and payout cycles.

Purchase Statements

Receive, validate, and process member CU purchase statements. Line-level revenue categorization with referral and agent tracking.

Revenue Recognition

Multi-source revenue tracking from purchase statements, opportunities, orders, and contracts. Status lifecycle from projected to fully received.

Quarterly Cycles

Manage fiscal year quarterly submissions, track due dates, review submissions, and compare performance with peer group benchmarks.

Data Exchange Platform

Template-driven data collection from member CUs. File parsing with confidence scoring, validation issue tracking, and clarification workflows.

Enterprise-Grade Security You Can Trust

Designed from day one to protect your data with isolation, encryption, and full auditability.

1

Schema-Per-Tenant Isolation

Each organization gets its own PostgreSQL schema with dedicated tables. Not row-level filtering — physical separation.

2

AES-256-GCM Encryption

Sensitive fields (SSN, TIN, financial data) encrypted at rest with bank-grade AES-256-GCM and unique IVs per record.

3

JWT + Refresh Token Auth

15-minute access tokens with 30-day refresh rotation. bcrypt password hashing. Account lockout after 5 failed attempts.

4

AWS WAF Protection

OWASP rule sets block SQL injection, XSS, and bad inputs. Rate limiting at both application and infrastructure level.

5

Complete Audit Trail

Every create, update, delete, and sensitive data access is logged. Soft-delete ensures data can always be recovered.

6

Role-Based Access Control

Granular permissions per object. System Administrator, custom profiles, and field-level visibility controls.

Two Lifecycles. One Intelligent Platform.

From first campaign to invoice, and from first ticket to resolution — every step tracked, automated, and AI-powered.

Sales Lifecycle

CAM
Campaign
LED
Lead
ACC
Account
OPP
Opportunity
QTE
Quote
ORD
Order
INV
Invoice

Service Lifecycle

PRT
Portal
TKT
Ticket
CAS
Case
INC
Incident
PIR
Review
SAT
CSAT

Both lifecycles share the same accounts, contacts, and AI intelligence. Every step generates unique IDs, full CRUD via REST API, and enterprise-grade security.

Built to Scale With Your Business

Reliable, secure, and scalable architecture that grows with your business — without complexity.

AWS LambdaServerless compute
PostgreSQL RDSSchema-per-tenant
API GatewayCustom domain + WAF
React + TailwindModern, responsive UI
JWT + Secrets ManagerEnterprise auth
280+ REST EndpointsFull API coverage
AWS Bedrock (Claude)AI-powered NLU
AWS SESEmail alerts + notifications
EventBridgeScheduled jobs + automation
60+ AI FeaturesAira + Service AI + Analytics AI
FAQ

Questions we hear most.

How is Clyntiq different from the big legacy CRMs?
Three things. First, it's all-in-one — Sales, Service, Marketing, Analytics on one data model, not separately-priced clouds. Second, AI is built in, not bolted on — 25+ insights and a voice-first assistant with no per-call billing. Third, native vertical depth for Credit Unions and Leagues that typically requires packages or custom builds elsewhere.
What does "voice-first" actually mean in practice?
Aira, our AI assistant, lives on every page. Click the mic (or use a wake word) and say things like "show me my pipeline," "create a follow-up for Acme next week," or "summarize this account." Aira executes the action, looks up the data, or drafts the record for you — with multi-turn memory and a growing library of supported intents.
How long does implementation take?
Most customers run a pilot within 8 weeks. Week 1: tenant provisioning, SSO, branding. Weeks 2–3: products, workflows, permissions. Weeks 3–6: integrations with core banking, e-sign, payments, email. Weeks 6–8: first team or branch live with real users. Because Clyntiq ships pre-seeded with workflows and regulations, the work is connecting to your systems of record — not rebuilding the data model.
Is Clyntiq only for Credit Unions?
No. Clyntiq is a horizontal CRM platform — Sales, Service, Marketing, Analytics — with deep vertical expertise for Credit Unions and Leagues. Growth teams, professional services firms, and mid-market businesses all run on it. The CU and League apps are optional add-ons for organizations that need that vertical depth.
What does your security model look like?
Five layers: network (TLS 1.2+, AWS WAF, OWASP), authentication (bcrypt + short-lived JWT + rotating refresh tokens), authorization (RBAC with per-object CRUD), data isolation (schema-per-tenant — your data lives in its own PostgreSQL schema, not a row with a tenant_id), and audit (soft delete, full audit trail, AES-256-GCM PII encryption). Plus an AI Governance layer that lets customers govern exactly what AI can see.
Can I migrate my data to Clyntiq from another CRM?
Yes. Onboarding includes data import from CSV and most major CRMs. For Credit Unions, we have pre-built patterns for common core banking systems. For custom mapping needs, our onboarding team handles the lift during your pilot phase.

Ready to See Clyntiq in Action?

See how Clyntiq transforms client data into intelligence in just 20 minutes.

Contact Sales Explore Apps
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