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.
Built for fast-growing businesses and relationship-driven teams
Traditional CRM stores data. Clyntiq understands and acts on it.
Built for Client Intelligence, not just data storage. Every feature is designed to help you understand, act, and grow.
Every interaction, insight, and relationship in one place. No more switching between tools to get the full picture.
From voice commands to intelligent summaries and next best actions. AI is embedded in every workflow, not bolted on.
Know who to act on and when. See engagement signals, deal momentum, and client health in real time.
Go live in weeks, not months. No complex implementations, no expensive consultants. Start seeing value from day one.
Unify every interaction, insight, and opportunity into a single intelligent system — so your team can act faster, engage smarter, and drive measurable growth.
Gain a complete 360° view of every client across every interaction, deal, and touchpoint.
Reach the right person with the right message at the right time using intelligent engagement tracking and automation.
Accelerate revenue with pipeline intelligence, AI insights, and full lifecycle visibility.
Use natural language to create records, update deals, log activities, and search your data — hands-free.
Supports create, update, search, notes, and activities. Fuzzy matching finds the right record even if you don't say the exact name.
A modular platform designed to scale with your business — from first lead to long-term relationship growth.
Pipeline management, lead scoring, sales forecasting, and activity tracking.
Multi-channel engagement, activity timeline, and communication tracking.
Voice commands, incident classification, and intelligent automation.
Data unification, duplicate resolution, and master data management.
Case management, SLA tracking, knowledge base, and customer portal.
Custom dashboards, real-time reporting, and executive insights.
Unlike generic CRMs retrofitted for financial services, Clyntiq is purpose-built for credit unions — combining member intelligence, financial relationships, and engagement into one platform.
Complete member profiles with KYC, financial history, and relationship mapping.
Link members by household. See family relationships, shared accounts, and cross-sell opportunities.
Track deposits, savings, loans, and financial products per member with real-time balances.
Self-service portal with account management, statements, bill pay, mobile check deposit, and transfers.
PII encryption (AES-256-GCM), audit trails, soft-delete recovery, and schema-per-tenant data isolation.
Branch staff can create records, log interactions, and search members by voice — hands-free during conversations.
Designed from day one to protect your data with isolation, encryption, and full auditability.
Each organization gets its own PostgreSQL schema with dedicated tables. Not row-level filtering — physical separation.
Sensitive fields (SSN, TIN, financial data) encrypted at rest with bank-grade AES-256-GCM and unique IVs per record.
15-minute access tokens with 30-day refresh rotation. bcrypt password hashing. Account lockout after 5 failed attempts.
OWASP rule sets block SQL injection, XSS, and bad inputs. Rate limiting at both application and infrastructure level.
Every create, update, delete, and sensitive data access is logged. Soft-delete ensures data can always be recovered.
Granular permissions per object. System Administrator, custom profiles, and field-level visibility controls.
Track every step of the customer lifecycle — from campaign to cash — with full visibility and control.
Every step generates unique IDs, supports full CRUD via REST API, and is protected by enterprise-grade security.
No hidden fees. No implementation surprises. Start with what you need, expand when you're ready.
Core CRM for growing teams
Full lifecycle for scaling businesses
Purpose-built for financial services
All plans: 14-day free trial. No credit card required. Annual billing saves 20%. Minimum 5 users.
Reliable, secure, and scalable architecture that grows with your business — without complexity.
See how Clyntiq transforms client data into intelligence in just 30 minutes.