AI CRM Builder for Private Investigators
Your private investigation agency outgrew the spreadsheet. Tell Mythex what you track about clients and which stages a deal moves through, and it builds the CRM around that instead of the other way round.
Who it's for
Small teams at private investigators 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, case type and subject
- 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 private investigators work
A private investigation agency takes on background checks, surveillance, tracing and process serving for law firms, insurers, businesses and individuals. Work is billed by the hour plus mileage and expenses, and surveillance can mean long days in a car with little notice. Case files hold notes, photos, video and reports that may end up in court. Licensing and what investigators may lawfully do differ by jurisdiction, so check the rules that apply where you operate. Software organizes cases, hours and evidence; it does not decide what is lawful.
What crm for Private Investigators has to handle
- Clients split into law firms, insurers, corporate clients and private individuals, each with different expectations.
- Each case should record type, subject, instructing contact and any conflict checks.
- Conflict checks against previous subjects and clients should be quick.
- Referral sources, especially law firms, deserve tracking.
A tip for private investigators
Run a conflict check before accepting any case. Searching your past subjects and clients for the names involved takes seconds when they are in one database, and it protects you from working against an existing client.
A prompt to start from
Build a CRM for a private investigation agency. Track clients with client name, case type, subject and hours logged, 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 search past cases for a name?
Yes. Search across clients and case subjects, and the CRM lists any past matter that mentions the name.
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
- Agency Portfolio Template — Pricing calculator with booking
- Sales Roleplay Trainer Template — Voice-style practice with scorecards
- Plumbing Business Site Template — Quote calculator with lead dashboard
Guide
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