The All-In-One Platform That Has Your Back
Running a business is tough. CYA simplifies it with friendly tools in one platform, replacing scattered apps and daily chaos. It's your reliable business best friend, offering essential tools and personal support at just $97/month—ditch subscriptions and get everything here, including expert guidance. Book a call now!
Keep your calendar full and your sanity intact.
CYA’s Calendar is your antidote to scheduling headaches. It lets clients and prospects book time with you easily on your terms. You control your availability (with a clever “look busy” option to hide some open slots so you don’t look too free) and your booking link can be branded to feel like you. No more sending folks to a generic scheduling link that screams “third-party app.” You can even require payments at booking if you offer paid consultations, so no one skips out on a meeting they’ve already paid for. End result? You look professional and in demand, and your days of email tag and missed appointments are over.
Stay on top of every lead, client, and recruit without breaking a sweat.
CYA’s full CRM and pipeline gives you a bird’s-eye view of your entire business. It automatically guides your contacts through their journey, whether they’re a customer or a team member you’re onboarding. Imagine having each step – from the first call to closing a deal or from first interview to becoming a star team member – laid out and automated. No more guessing who needs a follow-up or what stage someone is at; you’ll see it all at a glance. It’s like having a personal assistant who never forgets a task, making sure no relationship goes cold and every opportunity is nurtured.
Stay on top of every lead, client, and recruit without breaking a sweat.
Stay organized with all contacts effortlessly. CYA's CRM gives a clear view of your business, automating client and team journeys. See every stage at a glance, ensuring no lead goes cold and every opportunity is nurtured, like a personal assistant managing your relationships.
Reach everyone at once and still feel one-on-one.
With CYA’s bulk messaging, you can send texts or emails to hundreds (or thousands) of contacts in a few clicks without feeling like a spammer. Personalize each message with a name or details (so “Hey Alex” actually says Alex’s name – it feels personal because it is). Schedule messages ahead of time or set up drip campaigns that send out gradually, ensuring you don’t overwhelm your audience or yourself. Whether it’s reminding all your clients about an upcoming webinar or inviting every prospect to a workshop, you’ll save hours while staying connected. It’s the fastest way to reach everyone, and nobody will suspect they weren’t the only one you messaged.
FNA Smart Forms (for Financial Professionals)
If you’re in the financial services game, you know all about the infamous Financial Needs Analysis (FNA) forms and other paperwork that come with the territory. Important? Absolutely. Exciting to fill out by hand every single time? Absolutely not. That’s why CYA includes FNA Smart Forms that handle the heavy lifting for you. You input client details once, and these smart forms auto-fill the necessary PDFs and documents perfectly every time. No more repetitive writing or typing the same info over and over, and no worrying about messing up a detail that could cause compliance issues. It’s faster, it’s accurate, and it makes you look like a total pro in front of your clients. Plus, while CYA is busy crunching the numbers and filling in forms, you can spend that saved time doing what you do best – advising clients and building your business. It’s one more way we’ve tailored this platform to make your life easier.
FNA Smart Forms (for Financial Professionals)
Simplify Financial Needs Analysis Forms. Tired of complex PDF FNA forms? CYA Smart Forms offer a simple online solution. Clients easily input data, and upon submission, the system automatically populates those complex PDF Financial Needs Analysis forms for you. A completed PDF copy is instantly emailed for your records. Experience effortless, accurate FNA form completion.
Let the routine stuff run on autopilot (while you focus on bigger things).
Consistency is key, but who has time to personally confirm every booking, send every reminder, and follow up with every single person?
With CYA’s automation, those little yet crucial tasks take care of themselves. When someone books a meeting with you, they get an instant confirmation (no manual thumbs-up from you needed). As the meeting approaches, CYA sends a polite reminder so they don’t forget. If they need to reschedule or they cancel, it can even shoot them a link to pick a new time. After a meeting, imagine a nice “Thank you for your time” message or a next-step email going out without you lifting a finger. All of that happens in the background, like clockwork. What does that mean for you? Fewer no-shows, more follow-ups, and a lot more peace of mind. You get to be reliable and responsive without being chained to your calendar or keyboard 24/7.
Bridge the gap between offline and online with your own QR codes.
QR codes are everywhere these days, from business cards to seminar handouts. But making them your QR codes (with your branding and without crazy limits) used to be a pain or an extra expense. With CYA, you get unlimited custom QR codes built right in. That means you can create as many QR codes as you need – each one linking to whatever you want: your digital business card, a special promo page, your calendar scheduling, you name it. Customize the design to fit your brand (so it looks like it belongs to you, not some random QR generator). Hand them out, put them on flyers, display them at events – when someone scans, they’re instantly taken to your world. No fuss, no additional cost, and definitely no ugly third-party logos. It’s a small touch, but it makes you look like the tech-savvy pro you are.
Bridge the gap between offline and online with your own QR codes.
Bridge offline to online with branded QR codes. CYA provides unlimited, custom QR codes for anything you need – business cards, promos, calendars. Brand them, use them everywhere, and instantly connect offline interactions to your online world.
We’re in your corner, every step of the way.
Ever sign up for a software tool and feel like you’re left to figure out everything on your own? With CYA, that will never be the case.
We’re a small, energetic team that actually cares (like, a lot) about your success. When you join us, you get more than software – you get
real human support . Stuck setting something up? We’ll hop on a call or screen-share and get you unstuck. Not sure how to best use a feature for your particular business? Let’s brainstorm together. We’ll even share tips or strategies we’ve seen work for others in similar spots. Basically, think of us as your tech-savvy friend who also knows a ton about growing a business. We’ll guide you, cheer you on, and make sure you’re getting the most out of CYA. This is the kind of personal touch you won’t find with the big-name platforms, and it’s what we’re most proud of.
Turn missed calls into opportunities, automatically.
We all miss phone calls – maybe you’re in a meeting or it’s after hours. The worst part? That could have been your next big client, and now they’re onto the next person. CYA has your back here too. With
Missed Call Text Back, whenever you miss a call, our system instantly sends a friendly, customizable text to the caller on your behalf. Something like, “Hey, sorry I missed you! How can I help you today?” goes out automatically. This quick response shows the lead you care and keeps the conversation going even when you can’t talk. No more lost leads just because you stepped away from the phone. It’s a simple touch that can be the difference between a missed chance and a booked appointment.
Turn missed calls into opportunities, automatically.
Never miss an opportunity from a missed call. CYA auto-texts missed caller's instantly with a custom message. Capture leads and keep conversations going, even when you can't answer, turning missed calls into booked appointments.
One link for all the important stuff.
Ever wish you could just give people one link and have it show
everything about your business? We felt that too. So with CYA, you get a Digital Hub Page (think Linktree, but on steroids and totally yours). In one sleek, mobile-friendly page, you can display links to your website, your social media profiles, your appointment calendar, a new offer – basically all the places you want people to find you. Instead of bombarding someone with, “Here’s my website, and oh, find me on Facebook, and here’s my booking link,” you just share one friendly URL. They tap it and see all your stuff neatly organized with your branding. It’s perfect for your Instagram or Facebook bio, digital business card, or email signature. You’ll never have to choose just one link to share again, and your audience will actually find what they need without a scavenger hunt.
All your messages, all in one place – finally.
Your clients and prospects might text you, email you, message you on Facebook, DM you on Instagram, or ping you on Google – keeping up with all those apps is enough to drive anyone crazy. That’s why CYA offers One Chat Inbox to centralize your communications. Picture this: every conversation from SMS, email, Google Messages, Instagram, Facebook Messenger, and even your website’s live chat, funneling into a single inbox. No more hopping between apps and risking a missed message (or replying “Who is this again?”). You open CYA and
boom – there’s every chat thread in one clean, organized feed. You can respond in real time, stay on top of every question or comment, and give timely answers that impress. It’s like having a universal inbox that makes sure you never drop the ball, no matter how someone reaches out.
All your messages, all in one place – finally.
Simplify communication chaos with one inbox. CYA centralizes messages from SMS, email, social media, and live chat. Manage all conversations in one place, never miss a message, and provide timely, impressive responses.
Build beautiful pages without being “techy”
CYA comes with an entire library of professionally designed website templates that make you look like you do have a designer on call. Whether you need a slick landing page for a new offer, a full website for your business, or a quick funnel for an event, just grab a template and make it yours. Drag, drop, type in your info – it’s super easy.
And here’s the best part: we host it for you for free. That’s right, no separate hosting fees or tech setup. Want to launch a site for a special promotion next week? Go for it. Have multiple brands or projects? You can create unlimited sites and pages under your account without worrying about budget. It’s all included. Now you can check “awesome website” off your to-do list without hiring an expensive pro (or pulling your hair out trying to code).
Build beautiful pages without being “techy”
Easy websites, no tech skills needed. CYA offers website templates and free hosting to build landing pages, sites, and funnels effortlessly. Drag-and-drop design, unlimited sites – launch professionally without coding or extra costs.
Get the info you need in one go (and make it easy for everyone).
Chasing down client info or feedback can be like herding cats. If you’re still emailing PDFs or doing paperwork by hand, this is going to be a game changer. CYA lets you create custom forms and surveys
that perfectly fit your needs. Need a new client intake form? A questionnaire for event attendees? A survey for your team’s feedback? You can build it in minutes with our drag-and-drop form builder. The cool part: you can add conditional logic – that’s a fancy way of saying the form can show or hide questions based on someone’s answers, so they only see what’s relevant to them. All their responses flow right into your system, attached to their contact profile, ready for you to review without any manual data entry. It’s seamless and professional for them, and a huge time-saver for you. No more missing info, no more messy paperwork – just smart, efficient data collection.
Get the info you need in one go (and make it easy for everyone).
Streamline data collection easily. CYA's custom forms and surveys simplify information gathering. Create intake forms, questionnaires, and surveys with conditional logic. Get organized data directly into contact profiles, saving time and eliminating paperwork.
Your business in your pocket, wherever you go.
Life doesn’t slow down just because you’re away from your desk.
Maybe you’re out meeting clients, running errands, or even on a much-needed vacation (finally!). With the CYA mobile app, your entire platform goes with you. That means you can check your schedule, respond to new leads, manage chats, or peek at your pipeline right from your phone or tablet. It’s the full power of CYA, optimized for mobile. So go ahead and step out – you won’t miss a beat. Get a new inquiry on your website? You’ll see it and can reply instantly. Need to reschedule something while you’re in line for coffee? Done in a few taps. Your business stays at your fingertips, and your customers and team stay connected to you, no matter where you are.
Thinking about Capturing Your Audience?
Look, we get it – business is a lot. Maybe CYA could actually make things easier for you, and for just $97 a month, it really could be worth exploring. There are no contracts , so no pressure there. And honestly, if you try it and don't feel it's making a difference for your business, you can cancel anytime - no hard feelings. If you do decide to give it a shot and sign up now, we'll even schedule a free consultation call with you during onboarding . We can chat about your specific goals and how to best use CYA to help you reach them. We genuinely think this platform can make a real difference for people like you, but the only way to know for sure is to try it out. Up to you! Sign up Below Now!
Your business in your pocket, wherever you go.
Run your business on-the-go. The CYA mobile app puts the entire platform in your pocket. Manage schedules, leads, and chats from anywhere – stay connected and in control, whether you're out meeting clients or on vacation.
Thinking about Capturing Your Audience?
Look, we get it – business is a lot. Maybe CYA could actually make things easier for you, and for just $97 a month, it really could be worth exploring. There are no contracts , so no pressure there. And honestly, if you try it and don't feel it's making a difference for your business, you can cancel anytime - no hard feelings. If you do decide to give it a shot and sign up now, we'll even schedule a free consultation call with you during onboarding . We can chat about your specific goals and how to best use CYA to help you reach them. We genuinely think this platform can make a real difference for people like you, but the only way to know for sure is to try it out. Up to you! Sign up Below Now!