THE PROBLEM
The CRM that fills itself, updated automatically
Most CRMs go stale within a month because nobody updates them after the call. Cynlie sits under every call, text, chat, and email, so the record stays current on its own. Nobody has to type a thing.
WHAT IT DOES
Every lead, every interaction, in one place
Records that write themselves
Contact details, timelines, and lead scores update automatically after every call, text, chat, and email.
- Automated data pipelines
- Real-time dashboards
One record, every channel
Calls, texts, chats, emails, and forms all land on the same contact, captured and scored live.
- Invoice and payment workflows
- Internal approvals and routing
Remembers every customer
When a lead reaches out again, Cynlie recalls what was said and promised, so the record never rots.
- Internal copilots for finance teams
- Document processing (contracts, invoices)
HOW IT WORKS
See it in action
Three things happen at once: the conversation, the capture, and the follow-up. One loop, no handoffs.
Live lead capture
- Cleaner leads. Faster handoff.
Automatic enrichment and scoring
- Faster triage. Cleaner queues.
Context on every callback
- Fewer errors. Faster close.
RESULTS
The results you can expect
What you get:
manual entry
The AI writes the record, not your team.
on every channel
Every interaction updates the record in real time.
A CRM that writes itself after every conversation is always current, while a CRM that waits for reps to type is stale within a month.
Why an AI-native CRM wins
- Intelligent KYC/KYB
Contact records and activity timelines
- Underwriting Automation
Automatic lead scoring and enrichment
- Predictive Fraud Prevention
Syncs to HubSpot, Salesforce, and Pipedrive
- AP/AR Workflow Orchestration
Custom fields and tags
- Liquidity & Cash Forecasting
Full call, text, chat, and email history
- AI-Powered Support Triage
Secure, structured, and always up to date
See Cynlie in action
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Explore related features
AI CRM questions, answered.
Frequently asked
Do I need to import data manually?
No. Your AI agents feed the CRM automatically, with zero manual imports.
What data gets captured?
Names, intent, history, structured fields, and a full transcript and summary from every interaction.
Does it work with my existing CRM?
Yes. Cynlie can sync structured fields to HubSpot, Salesforce, Pipedrive, and more.
How accurate is the extraction?
Cynlie captures details live during the conversation, and you can review and correct anything.
How long does setup take?
About five minutes. Once connected, the CRM stays current on its own.