Cleriq
Cleriq is a natural-language analytics layer for CRM systems that lets non-technical users ask business questions in plain English and receive boardroom-ready charts and dashboards instantly. The platform reads live CRM data without duplication or warehouse setup, and is delivered through white-labelled partner channels. It is built specifically for membership organisations, with a focus on data security and minimal data retention.
- Artificial Intelligence
- Data & Analytics
- Enterprise Software
- Software Only
Funding
Founders
Product
Problem
Traditional business intelligence tools require technical expertise, creating a gap between the people who have questions and the data that holds the answers. Non-technical teams often depend on IT departments, report requests, or custom queries, which delays insight and limits data-driven decision-making. This is especially acute in membership organisations where rich CRM data exists but extracting useful answers is difficult.
Solution
Cleriq provides a natural-language analytics layer that connects directly to a CRM and lets users ask questions in plain English, receiving clear, accurate charts and dashboards in return. The platform reads the CRM's schema without duplicating data or requiring a data warehouse, and translates each question into a precise, read-only query against an isolated analytical copy. Results are rendered as branded, boardroom-ready visualisations that can be saved to dashboards. Cleriq is designed for delivery through CRM partners under a white-labelled model, allowing agencies to offer advanced analytics to their clients without technical overhead.
Target Audience
Primary customers are membership organisations, including associations, professional bodies, and higher education institutions, as well as CRM implementation partners who deliver white-labelled analytics to their clients.
Features
- Natural-language query interface that translates plain English questions into precise, read-only database queries
- Direct CRM integration that reads existing schema without data duplication, sync, or warehouse setup
- Isolated analytical copy per organisation, with personal contact details excluded by design and no write-back path to the CRM
- White-labelled, brandable dashboards and visualisations for partner delivery
- Semantic layer that defines business-specific concepts like engagement, churn risk, and pipeline stages for accurate, context-aware answers
- Read-only architecture ensuring data governance and compliance for sectors with strict data-handling requirements