Exam-ready
every day.
Books and records, document oversight and access controls built into the platform, so compliance isn't a separate project.
Secure by design.
Simple to switch.
The protections built into every record, and a guided move you can preview before anything moves and undo after.
Complete audit trail
Every change to every record, who made it and why, including changes CYNDI made for you.
Connect
Connect your current CRM or upload an export, CSV or spreadsheet file.
Enterprise cloud hosting
A private database network, encrypted storage and a web firewall, monitored around the clock.
Encrypted identifiers
SSNs and tax IDs encrypted with AES-256, masked on screen, and every reveal logged.
Map
Fields are matched for you. You confirm every choice.
Role-based access
Permissions by role and team, enforced in the database itself, for your people and for CYNDI. Single sign-on and two-step verification.
Write-once archive
Compliance records and email archives retained for seven years in tamper-proof storage.
Preview
A full dry run shows exactly what will be created and what conflicts.
Approved communications
Email templates go through approval before anything can be sent from them.
Import
Records and files land on the right households, and any import can be undone.
Works with your mailbox, your calendars, your work sign-in, your performance reporting provider, your file library and your website.