Cyndi OS

A Browser based operating system, full client relationship management solution with all the apps you need to run your business + an AI foundation.

Drag the cube to turn it.

Your home screen,
your operating system.

It's like a full computer operating system, with an AI chat interface baked in. Try it: move through the navigation, open apps from the tray, drag their windows around and ask CYNDI.

Search clients, accounts, apps

A Browser based operating system, full client relationship management solution with all the apps you need to run your business + an AI foundation.

Chat

A familiar chat-based AI connected directly to all your client and business data. Secure, fast and capable.

Actions

Hand her the work in one tap.

Take notes
Profile Builder
Links
Draft & send emails
Read and write the CRM

Assets

Upload your files, or have her create or rework one. Everything becomes your library for her to reference and pull from.

History

Keep all your previous chat sessions organized, ready to pick up where you left off.

Answers on demand

"Who has cash above target?" Ask in plain English across your book.

Log my call with Dana. She wants her monthly distribution raised to $6,000 starting January, and set a reminder to send the form.

Here's what I'll change on Wilson Family. Apply it and I'll save it.

Call

Logged with Dana Wilson, today

Distribution

~~$4,500~~ → $6,000 monthly, from Jan 1

Task

Send distribution form, due Friday

Saved to the audit trail

Platform

A holistic platform for your business to run flawlessly.

The best CRM and ERP platform you've ever used. Cyndi OS leverages the power of AI to give you one source of truth for your clients, accounts, documents, emails & workflow automations.

Explore the platform ›

Applications

Applications specific to your business needs.

We didn't stop at a basic CRM calendar, notes and task list. We revolutionized what it means to do business with software. This is an operating system, so your team stays plugged into one place rather than duct-taping multiple apps together.

80%tailored See Applications ›

Town Square

Your Business, Your Network, One Platform.

Turn on the apps your business needs, and build your referral network inside the platform. Share client profiles securely with the professionals your clients trust, only with the client's approval.

Explore the network ›

Security