AI CRM Builder for HR Consultancies
A CRM for HR consultancies that fits the way you work, because you described it. Contacts, a pipeline you name yourself, notes and reminders, all in a database you own.
Who it's for
HR consultancies tracking clients in a spreadsheet, a notes app or someone's memory.
What you can build
- Contacts and companies with client company, headcount and retainer tier
- 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 HR consultancies work
An HR consultancy acts as the outsourced people team for small and mid-sized businesses. Most income comes from monthly retainers covering a set number of hours, with extra fees for projects like handbooks, restructures and investigations. Work arrives as urgent calls about a disciplinary, a grievance or a new hire's contract. Employment rules vary widely by country and state, so consultants check the rules that apply where each client operates. Software logs hours, tracks cases and holds documents; it does not decide employment matters.
What crm for HR Consultancies has to handle
- Client companies are recorded with headcount, sector, locations and retainer tier.
- Key contacts, often the owner and an office manager, should be linked to each company.
- Renewal dates for retainers need reminders.
- Leads should note their trigger, such as first hire or a difficult employee situation.
A tip for HR consultancies
Record what triggered each lead to call. Growing past a certain headcount, a first dismissal or a new location are common triggers, and knowing them helps you write content and referral pitches aimed at businesses at those moments.
A prompt to start from
Build a CRM for an HR consultancy. Track clients with client company, headcount, retainer tier and open case, 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
Can we track retainer renewal dates?
Yes. Add a renewal date to each client company and a list shows renewals coming up this month.
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
- 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
- Plumbing Business Site Template — Quote calculator with lead dashboard
- Build Cost Estimator Template — Five-step calculator with lead capture
Guide
More ways to build with AI
- AI Website Builder for HR Consultancies
- AI Booking System Builder for HR Consultancies
- AI Client Portal Builder for HR Consultancies
- AI Invoicing App Builder for HR Consultancies
- AI Landing Page Builder for HR Consultancies
- AI Dashboard Builder for HR Consultancies
- AI CRM Builder for Hostels
- AI CRM Builder for Hotels
- AI CRM Builder for HVAC Companies
- AI CRM Builder for Horse Riding Schools
- AI CRM Builder for Hypnotherapy Practices
- AI CRM Builder for Illustrators