One platform to run your whole consulting business.
Tekmatix follows up every lead, gets proposals signed and invoices your retainers, so you can focus on client work.
Looking for the best all-in-one platform for business coaches and consultants? Tekmatix brings your client records and pipeline, discovery call calendar, proposals and contracts signed online, invoices and payment links, a client portal, email and AI follow-up into one login and one subscription, so you can stop paying for HubSpot, PandaDoc and Calendly. Free onboarding and 24/7 human support are included. Proposals and contracts are on the Pro plan, so Pro is the plan to look at for consulting work.
See how Tekmatix works for consultants
An animated walkthrough with captions. The screens shown are illustrative examples.
You don't need more tools and subscriptions.You need one system that works for you, so you can get back to client work.
"My proposals live in Word and Canva."
Copy the last one, change the name, export a PDF and hope they open it.
"I spend days chasing signatures."
PDFs go back and forth by email while the start date slips.
"My invoices live in a different system."
Proposal in one place, invoice in another, payment chased by email.
"My leads are in a spreadsheet and my LinkedIn DMs."
Nothing shows you who's ready to buy, who's gone quiet and what happens next.
"Follow-up slips through the cracks."
While you deliver for one client, the next ones go cold. Then it's feast and famine.
"Next to the big firms, I look small."
Their clients get portals and branded proposals. Yours get attachments.
Tekmatix is the fix: one pipeline for every lead, proposals and contracts signed online, retainers invoiced automatically, a client portal and real Teksperts who set it up with you.
Running your consulting business on auto.You've got Tekmatix for that.
There's a proposal template for that.
There's online signing for that.
There's automatic onboarding for that.
There's a recurring invoice for that.
There's a payment link for that.
There's a pipeline for that.
A polished experience for clients. Less admin for you.
Growth strategy engagement
Monthly retainer
Swipe to see each step →
Illustrative examples. Your pages, forms and messages use your own details.
Loved by the people building their businesses.
Consultants, coaches and business owners who were tired of juggling tech, in their own words.
I have used a number of top CRM systems. This is up there with the very best.
Tech is hard for non-techie people, and they really get that.
Yesterday I felt overwhelmed. Now I feel excited and empowered.
Solved problems I have had for weeks, in 50 minutes. Wonderful.
Stop paying for the tools you juggle now.And keep your accounting software connected.
You don't need to keep paying for separate tools to track clients, send proposals, collect signatures and book discovery calls. It all lives in Tekmatix, on one subscription.
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 DocuSign.
Keep these, we connect them
- Your accounting software: QuickBooks connects directly; Xero and MYOB through Zapier, 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
- LinkedIn: plan and schedule your posts from Tekmatix
We move it across for you
Our fixed-price done-for-you migration service moves your client contacts and deals across from HubSpot, Pipedrive or Dubsado. 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, Dubsado, PandaDoc 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 consulting business.
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, consultants among them.
Most software gives you a login.We give you a working consulting business, 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 a consultant: your discovery call calendar, Stripe and your firm's branding set up together.Your AI learns your business
Your business and the way you talk (Business Brain). Connect your own AI too.
For a consultant: your services, your methodology and your ideal client, in your words.Your contact list becomes a working goldmine
Contacts tidied up, sorted and checked.
For a consultant: past clients, referrers and old proposals ready to hear from you again.Your social posts written, scheduled and published for you
A month of on-brand posts.
For a consultant: posts that show your expertise and bring referrals to you.People can book and pay you
Booking calendars created and published, with reminders.
For a consultant: discovery calls, paid strategy sessions and deposits on signing.Your emails write themselves
Welcome and stay-in-touch emails in your voice.
For a consultant: emails that turn your network into discovery calls.Every enquiry followed up, 24/7
Fast replies, old leads invited back and a 7am daily summary.
For a consultant: enquiries answered in seconds, even when you're on site with a client.Swipe for all 7 steps →
All of this LIVE in your business in minutes. Not months.
Every lead answered in seconds. Even at 11pm.
When a business owner reaches out for help, they're usually talking to more than one adviser. 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 consulting business 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.
Client records (CRM)
Every client, contact and company, with notes and history in one place
Sales pipelines
Every lead and engagement, from first enquiry to signed
Proposals & Contracts
Branded proposals and agreements signed online (Pro)
Invoices & Payments
Retainers invoiced every month and paid by card
Bookings
Discovery calls and strategy sessions booked for you, with reminders
Email Marketing
Stay in front of past clients, referrers and prospects
AI that answers for you
Replies to enquiries and books discovery calls 24/7
Automatic follow-ups
Onboarding and follow-up messages that go out by themselves
Websites & Blog
Your firm's website and articles, hosted for you
One inbox for every message
Email, texts and social messages together
Social Media
Schedule your LinkedIn and other posts a month ahead
Project & Task Management
Track deliverables and next steps for every client
Plus 7 more, including sales pages, courses and memberships for your programs, communities (Pro), review requests and a business phone number. 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 four consultants 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 services, your methodology and the clients you do your best work for.
Calendar Builder
Sets up your free and paid booking calendars for you. For you: a free discovery call calendar and paid strategy sessions, with reminders.
Lead Follow-Up
Replies quickly to new enquiries, bookings and messages. For you: replies to the enquiry that came in while you were running a workshop.
Lead Activation Manager
Sends short, personal emails to people who showed interest, up to 20 a day. For you: reconnects with prospects who had a discovery call or a proposal but never signed.
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 charge per user. With Tekmatix staff seats are unlimited and your plan price stays the same, so your profit goes up instead.
What usage could cost you: an example
Emails, texts and calls are billed as you use them. For example, a consultant in Australia who sends 2,000 emails and 150 short appointment reminder texts a month from their own Australian business number would pay about $18 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 a consultant 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, HoneyBook | $35+/mo | Included |
| Invoices and payment links | Dubsado, HoneyBook | $35+/mo | Included |
| Booking calendar for discovery calls | Calendly, Acuity | $20+/mo | Included |
| Email to your network | Mailchimp, ActiveCampaign | $40+/mo | Included |
| AI that answers messages and calls | Separate AI tools | $99+/mo | Included |
| Joining your tools together | Zapier, Make | $30+/mo | Not needed |
| Website and hosting | Wix, Squarespace, GoDaddy | $30+/mo | Included |
| Sales pages and lead magnets | ClickFunnels, Leadpages | $99+/mo | Included |
| Social media scheduler | Hootsuite, Buffer, Metricool | $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 consultants: Starter covers your client records, pipeline, bookings, invoices, payments and email. Proposals and contracts signed online are on Pro, so Pro is the plan to look at for consulting work.
Starter
Bring your consulting business 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 consultants and business coaches ask about Tekmatix
What is the best all-in-one platform for business coaches and consultants?
One that runs your pipeline, discovery calls, proposals, contracts, invoices and client messages from one login. Tekmatix does that in one subscription, adds AI that answers enquiries, and backs it with 24/7 human support.
Is Tekmatix good for business coaches and consultants?
Yes. Consultants and business coaches are one of the biggest groups on Tekmatix. They use it to manage their pipeline, get proposals signed online, invoice retainers and let AI follow up enquiries while they deliver client work.
Do I still need to pay for HubSpot, PandaDoc and Calendly?
No. You can cancel HubSpot or Pipedrive, PandaDoc or DocuSign, Dubsado, Calendly and Mailchimp, because your client records, pipeline, proposals, signing, invoices, bookings and emails all live in Tekmatix (proposals and signing are on Pro). Keep your accounting software: QuickBooks connects directly, and Xero or MYOB can be connected through Zapier.
Can I send proposals and get contracts signed online?
Yes, on the Pro plan. Build proposal and contract templates, fill in each client's details automatically and send them for signing by email or text link, including to several signers. You can see when a document is opened or signed, and signing can start your onboarding automatically.
What is Tekmatix?
An all-in-one business platform with AI built in: your client records, pipeline, proposals, invoices, payments, bookings, email, website and AI that answers your messages, under one login with 24/7 support.
Does Tekmatix have any customer support?
Yes. You get 24/7 live chat, a free 60-minute onboarding call, free daily group training on weekdays, a help centre, tutorials and a community of users. 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 you, so you can spend your time on client work, not chasing signatures and invoices. 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.