A CRM that fills the proposal
Keep your companies and contacts in Cyna, and every new proposal opens with the client and billing details already in place.
PlatformYour clients, your team,
Your clients, your team,
and the numbers behind them.
Cyna keeps a CRM, team roles, and pipeline analytics around every proposal, plus an assistant that can answer questions about all of it or draft your next one for you.
Start free trialEverything around the proposal, in one place. The people you sell to, the team you sell with, and the numbers it all adds up to, with no second tool to keep in sync.
Everyone sees the right thing
Owner, admin, manager, or member: each role sets what a teammate can open, enforced in the database, not just hidden in the interface.
Track every deal to signed
Each proposal moves from draft to sent, viewed, and accepted, and the totals roll up on your dashboard as it goes.
Ask about any of it
Ask Cyna how your pipeline looks or who your clients are. It answers from your own data, or drafts and sends the next proposal for you.
Your own numbers, without the spreadsheet. Nothing is typed twice: the client, the accepted proposal, and the revenue all read from one record, and the assistant reads the same one.
Assistant
It knows your whole account
Ask about pipeline, proposals, or a client and Cyna answers from your real data, scoped to what your role can see, or drafts the next proposal on request.
Pipeline
Every deal in one view
See what is drafted, sent, viewed, and accepted at a glance, and open any of them in a click.
Numbers
The book on one screen
Revenue booked, deals in flight, win rate, and average deal size, all off your accepted proposals.
Choose the company and the proposal opens with the contacts, billing details and history already in place.
Owner, admin, manager, member — enforced with row-level security, so a member only ever loads their own deals.
Granola pulls the meeting notes in, Slack keeps the team posted, and the brief starts informed.
FAQ
Clients, teams and insights, answered.
Yes. Cyna stores companies and contacts, links them to every proposal, and uses them to pre-fill the proposal details and the AI brief.