AI CRM Builder for Health and Safety Consultancies
Most health and safety consultancies use a fraction of what a real CRM does, and pay for all of it. Describe how you actually track clients — the stages, the fields, the follow-ups — and Mythex builds a CRM shaped like your process.
Who it's for
Small teams at health and safety consultancies who tried a big CRM, used four fields of it, and want something simpler that still keeps history.
What you can build
- Contacts and companies with client name, site and assessment type
- A pipeline with your own stages, dragged between columns
- Notes and activity history on every client
- Follow-up dates with a list of what is due today
- A source field so you learn which channel brings clients
How health and safety consultancies work
A health and safety consultancy lives on recurring work: annual risk assessment reviews, fire risk assessments that must be revisited when a building changes, site audits and toolbox training. Clients are usually small employers, landlords and contractors who call when an insurer, a tender or an inspector asks for paperwork. Consultants spend days on site with a tablet or clipboard, then evenings writing reports in a word processor. Software helps most by tracking review dates per site and turning site notes into a finished report faster.
What crm for Health and Safety Consultancies has to handle
- Every client site is recorded separately, with its own assessment types and review dates, because one client may own a dozen premises.
- Tender-driven leads carry a hard deadline and should sit in their own pipeline, apart from routine renewal work.
- The record should note who referred the client, such as an insurer, broker or accountant, since referrers send repeat business.
- Renewal reminders ought to be generated from review due dates, well before the client's insurer asks.
A tip for health and safety consultancies
Treat the review date as your sales pipeline. Run a report every month of assessments falling due in the next ninety days and contact those clients first. Renewals cost far less to win than new clients, and they are the work most often lost to a cheaper rival through silence.
A prompt to start from
Build a CRM for a health and safety consultancy. Track clients with client name, site, assessment type and review due, a status, a source and free-text notes. Show them on a kanban board with stages I can rename, plus a table view with search and filters. Add a follow-up date with a "due today" list, an activity history per record, CSV import and export, and user login for the team.
Questions
How should a safety consultancy track clients with many sites?
Record the client company once and each site underneath it, with assessments linked to the site. That way you can see every review due across a portfolio and quote renewals together.
Can I import the clients I already have?
Yes. Ask for a CSV import, export your spreadsheet, and upload it. Mythex maps the columns and tells you which rows it could not read.
Can the whole team use it?
Yes. Ask for user accounts and roles, and each person signs in to the published app. Mythex does not charge per seat for the app you build.
Do I need to know how to code?
No. You describe what you want in plain language and Mythex writes the code, shows a live preview, and lets you change things by chatting. The code editor and terminal are there if you ever want them.
Do I have to explain my business every time?
No. Mythex remembers who you are and how you work across every project, and follows the standing notes you set for a project, so you are not re-briefing it in each new chat. You can read, edit or switch all of it off.
How much does it cost?
There is a Free plan with daily credits, enough to build and publish a first version. Pro is $25/month and adds full code editing, GitHub export, custom domains, and credit top-ups.
Templates to start from
- Waitlist Landing Page Template — Countdown, live counter, lead admin
- Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
- Portfolio Website Template — Hero, projects, about, and contact
- Customer Health Dashboard Template — Churn scoring with explainable charts
- Account Health Dashboard Template — Renewal view with risk scores
- Sales Attribution Dashboard Template — Multi-model revenue attribution
- Hiring Pipeline Tracker Template — Kanban stages with AI copilot
- Sales Roleplay Trainer Template — Voice-style practice with scorecards
Guide
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