Every client, deal and document — in one professional workspace.
Cyla tracks your deals, sends proposals clients accept online (or e-sign via DocuSign), and keeps clients in the loop — without the busywork. For consultants, law, accounting and real estate.
One screen for your whole professional & real estate operation
An example workspace with sample data — yours fills in with your real numbers.
Deals by stage
Open deals
18
Value
$340k
Win rate
42%
Sound familiar?
- ✕Deals slipping through the cracks between calls
- ✕Proposals and contracts that take days to send
- ✕Proposals, approvals and invoices scattered across email
- ✕Clients left in the dark between updates
Cyla brings it together in one login.
Everything professional & real estate need
The whole workflow, with AI doing the heavy lifting.
Deal pipeline & CRM
Every lead, client and deal on one board — with follow-up tasks so nothing goes cold.
Proposals & DocuSign e-signature
Send a polished, on-brand proposal or engagement letter — the client accepts online, or e-signs it through your DocuSign account.
Projects & client portal
Run the engagement with projects and tasks; clients follow progress, proposals and invoices in a branded portal.
Booking & scheduling
Let clients book consultations on real availability — no back-and-forth.
Automated follow-ups
Sequences keep prospects warm on autopilot.
Invoicing & payments
Retainers, invoices and pay-links — your billing, handled.
Capture
Leads land in the pipeline from your site, forms and referrals.
Pitch & sign
Proposal or engagement letter sent → accepted online.
Deliver
Projects, tasks, proposals and invoices in the client portal.
Bill & retain
Invoices and pay-links out; follow-ups keep the relationship warm.
Also built for
Run your professional & real estate business on Cyla.
Start free today — no credit card. Live in minutes.
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