Built-in CRM
Companies and contacts, linked to every proposal and pre-filling the brief.
PlatformYour clients, team, and pipeline
Your clients, team, and pipeline
in one workspace.
A built-in CRM pre-fills every proposal, role-based access keeps the right people in, funnel analytics show what’s moving, and a read-only assistant answers questions about it all.
What’s inside
The system of record behind every deal.
A CRM that pre-fills proposals, database-enforced roles, funnel analytics, and a read-only assistant that answers questions about your pipeline.
Roles & access
Owner, admin, manager, salesperson, and delivery roles, enforced in the database.
Funnel analytics
Track draft → sent → viewed → accepted, and revenue booked this month.
Read-only assistant
Ask about your pipeline; the assistant answers and never writes.
Private by default
View tracking stores only hashed IP and device data — no personal info.
Slack, Gmail & Granola
Early integrations bridge meeting notes and email context.
Clients & team
The people and the pipeline, together.
A CRM that pre-fills proposals, roles that keep the right people in, and every deal tracked from first draft to paid.
- Built-in CRM
- Companies and contacts, linked to every proposal — and pre-filling the brief so you never re-key.
- Pipeline at a glance
- Every deal tracked from sent → viewed → signed → paid, with revenue booked this month.
- Roles & access
- Owner, admin, manager, salesperson, and delivery roles — enforced in the database, not just the UI.
BW
Brightwave StudioDesign agency · brightwave.co
Clientmaya@brightwave.coPrimary contact · Founder
Devin OkoroBilling contact
Linked proposals3 · $52k
Insight
Ask your workspace anything.
A read-only assistant answers questions about your pipeline and proposals — scoped to your permissions, with no ability to send, edit, or move money.
- Read-only assistant
- Ask about pipeline, proposals, and companies. The assistant reads — it never writes.
- Funnel analytics
- See what’s moving and what stalled, with only hashed, privacy-safe view data.
- Early integrations
- Slack, Gmail, and Granola bridge notes and context — in beta, connecting deeper.
AssistantScoped to your pipeline
Read-onlyWhat’s unsigned this week?
4 proposals · $32k out2 viewed · awaiting signature
12Sent
9Viewed
4Signed
FAQ
Clients, teams & insights, answered.
Yes. Cyna stores companies and contacts, links them to proposals, and uses them to pre-fill proposal details and the AI brief — so you’re not re-keying client information.
Workspaces support owner, admin, manager, salesperson, and delivery roles, enforced in the database with row-level security — so access is real, not just hidden in the UI.
It’s read-only. It answers questions about your pipeline, proposals, and companies, scoped to your permissions. It cannot send, edit, or move money.
A funnel from draft to sent to viewed to accepted, plus revenue booked this month. View tracking stores only hashed IP and device data — no personal information.
Stripe powers payments and is fully live. Slack, Gmail, and Granola are early integrations that bridge meeting notes and email context — in beta and connecting deeper over time.
Yes — save any proposal as a template, and duplicate past deals as a starting point.