A CRM for consulting firms in Australia
A CRM for a consulting firm should help with the hardest part of the business: finding the next client. We build them for established Australian consultancies in engineering, building, management, planning and advisory, with AI agents that find firms matching your own criteria, research them and draft the first email. A person at your firm reads each one and sends it.
Our main case study, MYC, is a consultancy. This page describes what we built for it.
Where a consultancy’s week goes.
The expert work is what clients pay for. Everything around it is what fills the week.
Referrals that slow down
Most consultancies grow on referrals. They are the best clients you will get, until a quiet quarter shows how little control you have over when the next one arrives.
Lead lists that do not work
Bought lists are out of date, too broad and shared with everyone else who bought them. You spend the money, send the emails and hear very little back.
Proposals built from scratch
Scope, approach, past projects, team, fee table. Most of every proposal is the same shape as the last one, yet a director still spends an evening putting it together. Our free fee proposal checklist sets out the ten parts we would use, and we wrote about writing fee proposals faster.
Proposals that go quiet
The proposal goes out and nobody follows it up, because following up feels like chasing. The client was busy, not saying no, and the work goes to whoever called back.
Past clients nobody calls
Your best source of new work is people you have already helped. Without a reminder, nobody checks in when a project wraps up, and the next job goes elsewhere.
What we build for consultancies.
Four pieces, and you only take the ones you need.
A CRM that finds clients
AI CRMYou set the criteria: sector, size, location, signals. Agents find firms that match, score them, research each one and draft a first email. You read it, edit it if you want and send it. Every lead and every conversation sits in one place.
Agents for proposals and follow-ups
AI agentsAgents draft the parts of a proposal that repeat, from your own past projects and fee structures, and leave the professional judgement to you. Others draft the follow-up on every proposal and the check-in with past clients.
Connections to the tools you keep
Custom softwareWhere your practice management and accounting software offer a way to connect, we link them, so a won proposal becomes a project without typing it twice.
A website that shows your expertise
WebsitesA site that shows the work you do and the sectors you know, with case studies and an enquiry form that lands straight in the CRM.
Priced from your scope.
The CRM implementation is one-time, with no per-seat subscription. The real number comes from your scope, and you get it in writing before anything starts.
Read the full story of how MYC replaced bought lead lists with agents, or start smaller with the operations audit. It is $1,200, fixed, and credited in full against your first build if you go ahead within 30 days.
See the AI CRM on our services pageAI CRM implementation, one-time
from$4,850
A floor, not a fixed fee. Ongoing care is optional, from $150 a month.
Proof from a consultancy.
MYC is a consultancy in Spain, and its CRM is the one this page describes. Agents find and research the leads and draft the emails. A person at MYC still reads and sends every one.
€15,000
MYC spent €15,000 on bought lead lists. Its CRM’s agents now find leads that match its own criteria, for cents each.
Related reading
From the blog
We replaced €15,000 of bought lead lists with AI agents
An alternative to buying lead lists: how MYC swapped €15,000 of bought lists for AI agents that find leads on its own criteria, and when it isn't worth it.
Read the article
How much does an AI CRM cost in Australia?
What a CRM really costs a 2 to 20 person firm in Australia: per-seat software vs a built AI CRM, what drives the price, and when to buy neither.
Read the article
You set the criteria, such as sector, size and location. Agents search for firms that match, score them against your criteria, research each one and draft a first email. A person at your firm reads it and decides whether to send.
Book a 20-minute call.
Tell us where your clients come from today. We will tell you what we would build first and what we would leave alone.