AI-Powered Client Intelligence Platform

Understand Every Client.
Engage with Intelligence.
Grow with Confidence.

Clyntiq unifies client data, engagement, and AI-driven insights into one platform — so your team can understand every relationship, act with intelligence, and drive predictable growth.

Replace disconnected CRM, engagement tools, and analytics with one unified platform built for modern businesses.

No credit card required • 7-day free trial • Full feature access
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
Tara 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

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.

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 Tara, our AI work companion. Tara 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 Tara — Your Intelligent Work Companion

Tara 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. Tara creates records, searches data, logs activities — all hands-free with natural language.

Proactive Alerts

Tara 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?" — Tara remembers context across the conversation.

AWS Bedrock NLU

Powered by Claude AI for complex queries — "Which premium members have both delinquent loans and dormant accounts?"

Email Digest

Daily morning email with alert summary — high priority issues, compliance flags, and action items delivered to your inbox.

AI Report & Dashboard Builder

"Build me a revenue report by quarter" — Tara creates reports, dashboards, and charts from natural language. She can also interpret data, modify existing reports, and explain anomalies.

Predictive Intelligence

Tara flags anomalies in your metrics, surfaces trend forecasts, and alerts you when key numbers cross thresholds — so you know what's happening before you even ask.

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.

Tara 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.
Build me a report on revenue by quarter
Done! I've created "Revenue by Quarter" — a bar chart showing quarterly revenue from your Opportunity data. It's saved in your Reports. I also noticed Q1 revenue is trending 18% above forecast. Want me to set an alert if it drops below target?
Ask Tara anything... or say "Hey Tara"
60+AI Features
27Voice Intents
9AI Service Features
5Nightly AI Jobs

The Clyntiq Platform

A modular platform designed to scale with your business — from first lead to long-term relationship growth.

Clyntiq Sales

Pipeline management, lead scoring, sales forecasting, and activity tracking.

  • Visual pipeline board
  • Opportunity progression
  • Quote-to-cash flow
  • Campaign attribution

Clyntiq Engage

Multi-channel engagement, activity timeline, and communication tracking.

  • Interaction timeline
  • Activity logging
  • Notes & attachments
  • Engagement analytics

Clyntiq AI + Tara

AI assistant with voice, Bedrock NLU, proactive alerts, and 49 intelligent features.

  • Tara AI assistant (49 features)
  • AWS Bedrock Claude NLU
  • Voice + wake word activation
  • Proactive alert engine (13 rules)

Clyntiq Data

Data unification, duplicate resolution, and master data management.

  • Duplicate detection
  • Data quality tools
  • Custom objects
  • Import/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

AI-powered business intelligence with predictive analytics, anomaly detection, and smart alerts.

  • 6 chart types + report builder
  • Multi-widget dashboards
  • Anomaly detection & forecasting
  • Smart threshold alerts + email

Clyntiq Credit Unions

Purpose-built for credit unions — member management, deposits, loans, KYC compliance, and household mapping.

  • Member 360 with KYC
  • Deposit & loan tracking
  • Household mapping
  • Compliance & PII encryption

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

League operations — chapter management, commission engine, purchase statements, revenue tracking, and quarterly cycles.

  • Chapter & district management
  • Commission engine & payouts
  • Purchase statement processing
  • Quarterly cycles & benchmarks
Business Intelligence

Analytics That Think Ahead

From drag-and-drop reports to AI-powered anomaly detection and trend forecasting — 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 Drag & Drop 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
Tara AI Integration "Build me a revenue report by quarter" — Tara 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.

Tara 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
Per-user cost (CU)
From $119/mo
$200-400/mo
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 (Tara)
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
20-user annual cost
$28,560
$48,000-96,000
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.

Pay for What You Use

Start with a base plan, add modules as you grow. No hidden fees. No implementation surprises.

Base Plans

Core CRM
$49/user/mo

Sales & Service essentials

  • Accounts, Contacts, Leads
  • Opportunities & Pipeline
  • Quotes, Orders, Invoices
  • Cases & SLA tracking
  • Activities, Notes, Campaigns
  • Basic reports & dashboards
  • Email support
Get Started

Add-On Modules — mix and match with any base plan

Portal + Incidents

+$20/user/mo
  • Customer self-service portal
  • Incident management (ITIL-grade)
  • P1/P2 major incident war room
  • Live chat (agent + widget)
  • CSAT surveys + AI insights
  • Enhancement request pipeline

Credit Union

+$40/user/mo
  • Member management + KYC
  • Deposits & loan tracking
  • Household mapping
  • Loan applications & underwriting
  • Disbursement & collections
  • Compliance & PII encryption

CU Leagues

+$35/user/mo
  • Chapter & district management
  • Commission engine & payouts
  • Purchase statement processing
  • Revenue tracking & recognition
  • Quarterly cycles & benchmarks
  • Data exchange platform

Requires Credit Union module

Advanced Analytics

+$15/user/mo
  • Predictive analytics & forecasting
  • Anomaly detection (AI-powered)
  • Smart threshold alerts + email
  • Embeddable analytics (white-label)
  • Data governance & lineage
  • AWS Bedrock NLU (Claude AI)

Example Bundles

Sales Team Core CRM $49/user
Sales + AI Core CRM + AI $79/user
Full Service Desk Core + AI + Portal & Incidents $99/user
Credit Union Core + AI + CU + Portal $139/user
CU League Core + AI + CU + CUL + Analytics $169/user
Everything All modules $189/user

All plans: 7-day free trial. No credit card required. Annual billing saves 20%. Minimum 5 users.

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 FeaturesTara + Service AI + Analytics AI

Ready to See Clyntiq in Action?

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

Get started in minutes No setup required Full feature access