One platform to run your whole agency or freelance business.
Tekmatix follows up enquiries, sends proposals, bills retainers and runs your own marketing, so you can get back to client work.
Looking for the best all-in-one platform for marketing agencies and freelancers? Tekmatix brings your CRM and pipeline, proposals and contracts signed online, recurring invoices, client onboarding forms, landing pages, email, social scheduling and AI follow-up into one login and one subscription, so you can stop paying for HubSpot, PandaDoc, Calendly, Mailchimp and Hootsuite. Free onboarding and 24/7 human support are included. Proposals and contracts are on Pro, and Max runs up to 5 businesses or brands under one login.
Your agency, on auto.
An animated walkthrough with captions. The screens shown are illustrative examples.
You don't need more tools and subscriptions.You need one system that runs your agency, so you can focus on the client work.
"New enquiries slip through while we're on deadline."
Too busy delivering for clients to follow up the ones who want to become clients.
"Proposals in Google Docs, invoices in Xero, signatures by email."
Three tools and a week of back-and-forth before a retainer actually starts.
"Every new client onboarding is a scramble."
Brand files, briefs and access details chased one email at a time.
"We do marketing for everyone except ourselves."
Your own posts, emails and website sit at the bottom of the list, every week.
"Our tool stack costs more than some retainers."
A CRM, a proposal tool, a scheduler, an email tool, a social tool and a form builder, each billed per user.
"Feast or famine."
Referrals dry up, the pipeline empties, and there's no system to keep new work coming in.
Tekmatix is the fix: one pipeline for every enquiry, proposals signed online, retainers billed automatically, onboarding that runs itself, your own marketing done every week and real Teksperts who set it up with you.
Running your agency on auto.You've got Tekmatix for that.
There's a pipeline for that.
There's a proposal template for that.
There's a recurring invoice for that.
There's an onboarding form for that.
There's a booking calendar for that.
There's an AI Social Media Manager for that.
A premium experience for clients. Less admin for you.
Social media management
Swipe to see each step →
Illustrative examples. Your pages, forms and messages use your own details.
Loved by the people building their businesses.
Business owners, consultants and coaches who were tired of juggling tech, in their own words.
Tech is hard for non-techie people, and they really get that.
Yesterday I felt overwhelmed. Now I feel excited and empowered.
I have used a number of top CRM systems. This is up there with the very best.
Solved problems I have had for weeks, in 50 minutes. Wonderful.
Stop paying for the tools you juggle to run your agency.And keep the ones you rely on connected.
You don't need to keep paying for a separate CRM, proposal tool, scheduler, email platform, social scheduler and form builder. It all lives in Tekmatix, on one subscription, with unlimited staff seats.
Cancel these subscriptions
Tekmatix does the job of all of them:
Proposals and signing are on Pro, so that's the plan that replaces PandaDoc and Proposify.
Keep these, we connect them
- Your accounting software: QuickBooks connects directly; Xero and MYOB through Zapier, set up with you by a Tekspert
- Your project management and team chat (such as ClickUp, Asana or Slack): through Zapier or a webhook, set up with you by a Tekspert
- Zoom: meeting links created for every booking
- Google or Outlook calendar: synced both ways
- Stripe or PayPal: payments go straight to you
We move it across for you
Our fixed-price done-for-you migration service moves your client contacts and deals across from your old CRM, so you don't rebuild anything yourself. A Tekspert talks you through what moves before you commit.
What happens on your free demo
- It's a free 20-minute call
- You get an estimate of what your emails, texts, calls and AI would cost each month
- You get a plan for moving across from HubSpot, PandaDoc, Calendly and your other tools
- No pressure to sign up
Every time I added a contact, a course or a team member, my software bills went up. It felt like being punished for growing. That's why I founded Tekmatix. Your PROFIT should go up as you grow, not your subscriptions.
Sarah Cordiner, Founder of Tekmatix
You get the software. And a team to set it up with you.
Free onboarding call
A live, on-screen setup of your email, calendar sync, branding and client journey, included with a paid plan.
Help at 2pm or 2am
24/7 live chat with a real Tekspert, one of our Tekmatix experts.
Live training every single day
Unlimited group sessions where you can ask questions in real time.
A head start, already loaded
A starter kit of ready-made pages, emails and follow-ups for your agency.
Rather hand it over?
Fixed-price done-for-you setup and moving across from your old tools.
A Tekspert by the hour
Pay-as-you-go help for one-off jobs.
Plus a free Tekmatix training course, a help centre, tutorial videos and a community of 1,000+ business owners, agency owners and freelancers among them.
Most software gives you a login.We give you a working agency, built by tech you run from your phone.
You get real human onboarding help
Branding, domains, payments and tools set up with a Tekspert.
For an agency: your discovery call calendar, Stripe and your agency branding set up together.Your AI learns your business
Your business and the way you talk (Business Brain). Connect your own AI too.
For an agency: your packages, your ideal clients and your process, in your words.Your contact list becomes a working goldmine
Contacts tidied up, sorted and checked.
For an agency: past clients, cold proposals and referral partners ready to hear from you again.Your social posts written, scheduled and published for you
A month of on-brand posts.
For an agency: your own case studies and tips posted every week, not just your clients'.People can book and pay you
Booking calendars created and published, with reminders.
For an agency: discovery calls, strategy sessions and retainers paid by card.Your emails write themselves
Welcome and stay-in-touch emails in your voice.
For an agency: emails that turn proposals that went quiet into signed retainers.Every enquiry followed up, 24/7
Fast replies, old leads invited back and a 7am daily summary.
For an agency: enquiries answered in seconds, even mid-campaign launch.Swipe for all 7 steps →
All of this LIVE in your business in minutes. Not months.
Every enquiry answered in seconds. Even at 11pm.
A business looking for an agency usually contacts three or four. Tekmatix AI Employees (AI that answers your messages and calls for you) reply in seconds, day and night, by phone, web chat, social DMs and text, then book the discovery call straight into your calendar.
Replying within the hour makes you 7x more likely to turn a lead into a real conversation. Source: Harvard Business Review
Your whole agency in one place.25 tool categories. 150+ features. One login and one subscription.
Run it by simply asking Ask AI, your built-in AI assistant, or connect your own Claude, ChatGPT or GrokBot.
CRM & pipeline
Every lead and deal, from first enquiry to signed client
Proposals & Contracts
Branded proposals and agreements signed online (Pro)
Invoices & Payments
Retainers billed every month, paid from a link
Forms & Surveys
Client onboarding forms, briefs and feedback
Bookings
Discovery and strategy calls booked for you
Funnels & Websites
Your agency site and landing pages, hosted
Email marketing
Newsletters and follow-up sequences for your prospects
Social planner
Your agency's own posts, scheduled across channels
Automations
Onboarding, reminders and follow-ups that run themselves
AI that answers for you
Replies to enquiries while you're deep in client work
Reporting
See which ads and pages bring in your clients
Reviews
Google review requests after every project
Plus 7 more, including one inbox for every message, a business phone number, courses to sell your training, communities (Pro) and an online store. Some features depend on your plan.
An all-in-one business software that comes with 10+ AI staff working for you from day 1.Here are the five agencies and freelancers use most.
Business Brain
Learns your services, your clients and the way you talk, so everything your AI writes sounds like you. For you: knows your packages, your ideal client and how you talk about results.
Lead Follow-Up
Replies quickly to new enquiries, bookings and messages. For you: replies to the 9pm website enquiry before a competing agency does.
Lead Activation Manager
Sends short, personal emails to people who showed interest, up to 20 a day. For you: reconnects with proposals that went quiet and past clients who could use you again.
Social Media Manager
Plans and schedules a month of posts in your voice, topping up weekly. For you: your own agency posts every week, not just your clients'.
Ask AI plus ten ready-made AI helpers, included from Starter up. Agents go live only when you choose. AI usage is billed as you use it, just like emails and texts.
Other platforms punish your growth. Tekmatix doesn't.
Most CRMs and proposal tools charge per user, so every account manager, VA or contractor you add pushes the bill up. With Tekmatix your plan price stays the same and staff seats are unlimited, so your margin goes up instead.
What usage could cost you: an example
Emails, texts and calls are billed as you use them. For example, an agency in Australia that sends 5,000 emails and 200 short reminder texts a month from its own Australian business number would pay about $25 USD a month in usage (billed in USD).
AI usage depends on how much you use it. A Tekspert (one of our real Tekmatix experts) can work out your usage and what it will cost on your free 20-minute demo.
Unlimited:
You don't need multiple tools. You just need Tekmatix.
| What an agency or freelancer needs | Tools you might be paying for | Typical cost | With Tekmatix |
|---|---|---|---|
| Client records and sales pipeline | HubSpot, Pipedrive | $50+/mo | Included |
| Proposals and contracts signed online | PandaDoc, DocuSign | $35+/mo | Included |
| Booking calendar for discovery calls | Calendly, Acuity | $20+/mo | Included |
| Email to your list | Mailchimp, ActiveCampaign | $40+/mo | Included |
| Social media scheduler | Hootsuite, Buffer, Metricool | $30+/mo | Included |
| Landing pages and lead magnets | ClickFunnels, Leadpages | $99+/mo | Included |
| Google review requests | Podium, Birdeye, NiceJob | $40+/mo | Included |
| AI that answers messages and calls | Separate AI tools | $99+/mo | Included |
| Website and hosting | Wix, Squarespace, GoDaddy | $30+/mo | Included |
| Support | Email, in days | Email, in days | 24/7 live chat |
The average customer replaces $500 to $1,000+ a month in separate subscriptions.
Costs are typical advertised entry prices for each category and will vary by plan and provider. Included features depend on your Tekmatix plan.
Your business. Choose the right plan for you.
Monthly prices shown in AUD, with USD below. Annual billing gives you 1 month free. Usage (emails, texts, calls and AI) is billed as you use it: see the usage example above, or get an estimate on your free demo.
For agencies and freelancers: Starter covers your CRM and pipeline, invoices and payments, forms, landing pages, email and social scheduling. Proposals and contracts, advanced reporting and the affiliate program are on Pro. Running more than one business or brand? Max includes up to 5 under one login.
Starter
Bring your agency onto one platform instead of many subscriptions.
- Unlimited contacts, staff users and courses
- Websites, sales pages, client records and email marketing
- Booking calendars and payments
- AI that books calls for you, plus the 10 AI helpers
- Ask AI, your built-in AI assistant, and AI Studio for building pages and apps with AI
- Free setup call and 24/7 live chat
7-day free trial. No lock-in.
Pro
Sell more with communities, events, contracts and reporting.
- Everything in Starter, plus:
- Communities, groups and course certificates
- Event ticketing with QR codes
- Affiliate program
- Unlimited surveys
- Proposals and contracts
- Advanced reporting
7-day free trial. No lock-in.
Max
Run several businesses from one login, with AI and a Tekspert.
- Everything in Pro, plus:
- Up to 5 businesses under one login (sub-accounts)
- AI Employee Growth plan included
- 1,000 AI conversation replies and 100 voice AI minutes a month
- Monthly 60-minute strategy call
- Early access to new features (Labs)
No trial on Max.
Swipe to compare Starter, Pro and Max →
Just starting out and need a lower plan? Try our Launch Plan.
Only $75 AUD (or $50 USD) per month, up to 1,000 contacts, no lock-in contracts. Perfect for smaller businesses or those just getting started.
Questions agencies and freelancers ask about Tekmatix
What is the best all-in-one platform for marketing agencies and freelancers?
One that runs your own leads, proposals, retainers, client onboarding and marketing from one login. Tekmatix does that in one subscription with unlimited staff seats, adds AI that answers enquiries while you're on client work, and backs it with 24/7 human support.
Is Tekmatix good for marketing agencies and freelancers?
Yes. Digital marketing agencies, social media managers, web designers and freelance marketers use Tekmatix to track new-client enquiries in a pipeline, get proposals signed online, bill retainers every month, onboard clients with forms and keep their own marketing running.
Do I still need to pay for HubSpot, PandaDoc and Calendly?
No. Your CRM and pipeline, proposals and signing, booking calendars, email, social scheduling and forms all live in Tekmatix, so you can cancel those subscriptions (proposals and signing are on Pro). Keep your accounting software: QuickBooks connects directly, and Xero or MYOB can be connected through Zapier.
Can I run more than one business or brand, or use Tekmatix for my clients?
Tekmatix is built to run your own agency or freelance business. If you run more than one business or brand, the Max plan includes up to 5 businesses under one login. If you want to set up accounts for your clients, tell us on your free demo and a Tekspert will show you what fits.
What is Tekmatix?
An all-in-one business platform with AI built in: your CRM and pipeline, proposals, invoices, forms, landing pages, email, social scheduling, website and AI that answers your messages, under one login with 24/7 support.
Does Tekmatix have any customer support?
Yes. 24/7 live chat, a free 60-minute onboarding call, free daily group training on weekdays, a help centre and tutorials. You can also hire a Tekspert by the hour, or have us set things up or move you across for a fixed price.
Do I need to be 'techy' to use Tekmatix?
No. The onboarding call, daily training, 24/7 live chat, ready-made templates and optional done-for-you setup are there so you never have to work it out alone. And with Ask AI, you can simply tell it what you want done.
Is Tekmatix just a HighLevel (GHL) white-label?
Tekmatix is built on HighLevel, and we're open about that. On top, we add our own features, hundreds of in-house templates, pages and automations, in-house 24-hour support, free daily training, free onboarding, and set-up and migration services. If you want all of the power of HighLevel and even more, you will love Tekmatix.
Can Tekmatix take payments? Does Tekmatix take a fee on my earnings?
Yes, it takes payments, and no, we don't take a cut. Payments go straight to your own Stripe or PayPal account. Invoices, recurring invoices, payment links and tap-to-pay on your phone are included.
How much does Tekmatix cost?
Four plans: Launch, Starter, Pro and Max, in AUD or USD, monthly or annually (annual includes one month free). Your plan price stays the same as you grow; emails, texts, calls and AI are billed as you use them. See the plans above or the pricing page.
Is there a free trial?
Yes. There's a 7-day free trial on Starter and Pro, with no lock-in. Max has no trial.
Can I cancel my Tekmatix account at any time?
Yes. There are no lock-in contracts. You can upgrade, downgrade or cancel at any time, and a paid transfer-out option lets you take your data and content with you.
Stop doing business the hard way.
Your tech should take the load off your agency, so you can spend your time on client work, not chasing proposals, invoices and onboarding emails. On your free 20-minute demo you'll get an estimate of your monthly usage and a plan for moving across from your current tools. No pressure to sign up.