AI CRM Builder for Software Agencies
A CRM for software agencies 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
Small teams at software agencies 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, project and sprint
- 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 software agencies work
A software agency sells engineering time and outcomes: discovery workshops, fixed-scope builds, sprint-based development, maintenance retainers and developers placed inside client teams. Work comes from referrals, past clients and partnerships, and utilization is the number that makes or breaks the month. Most agencies juggle an issue tracker, time tracking, a proposal tool, spreadsheets for resourcing and a weekly status email. Software helps when clients can see progress without a meeting and the agency can see who is booked, what is billable and which projects are drifting.
What crm for Software Agencies has to handle
- Deals should move through stages such as inquiry, discovery call, proposal, negotiation, signed and kickoff.
- Records need the tech stack, budget range and decision-makers for each opportunity.
- Past clients should be tagged with project end dates to prompt follow-up for maintenance or phase two.
- Referral sources and partner agencies should be tracked, as many deals come through them.
A tip for software agencies
Follow up with every finished project a few months after launch. Software always needs changes once real users arrive, and the agency that built it is best placed to win phase two, if it asks before the client goes looking elsewhere.
A prompt to start from
Build a CRM for a software agency. Track clients with client name, project, sprint and rate, 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 CRM forecast revenue from deals in the pipeline?
Yes. Ask for a deal value and probability per stage, and a weighted forecast by expected start 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
- 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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