AI CRM Builder for Security Companies
A CRM for security companies 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
Security companies tracking clients in a spreadsheet, a notes app or someone's memory.
What you can build
- Contacts and companies with client name, site and shift
- 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 security companies work
A security company runs round-the-clock rotas across many client sites: static guards at offices and construction sites, mobile patrols, event staff, alarm response and key holding. Every officer's license and site induction must be current, and every shift must be covered even when someone calls in sick at 3 a.m. Contracts are usually billed by the hour per site. Rotas are often rebuilt weekly in spreadsheets and incident reports written on paper, so shift planning and reporting are where software pays off.
What crm for Security Companies has to handle
- Each client record should hold its sites, contract terms, agreed hours and assignment instructions.
- Officer records need license numbers and expiry dates alongside contact details.
- Site inductions should be recorded per officer so only inducted staff are sent to a site.
- Quote requests should move through stages until they become a signed contract.
A tip for security companies
Track officer license expiry dates and stop scheduling anyone whose license has lapsed. Putting an unlicensed officer on site can breach both the contract and the law, so check the licensing rules that apply where you operate.
A prompt to start from
Build a CRM for a security company. Track clients with client name, site, shift and officer, 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 the system warn us about expiring officer licenses?
Yes, expiry dates can be tracked and listed ahead of time so renewals are arranged before an officer is taken off the rota.
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
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