CRMandGoThe CRM Australian businesses actually want to use
An AI front desk, smart lead capture, deal rooms, e-signature, referral partners, and recruitment, in one platform for more than 20 Australian industries. Compliant and data sovereign.
Sound familiar?
Spreadsheet chaos
Leads in email, clients in spreadsheets, documents everywhere. No single source of truth.
Compliance anxiety
Manual APRA checks, missed LVR warnings, audit trail gaps. Every review is a scramble.
Lost deals
No visibility on pipeline, leads going cold, no follow-up system. Good prospects slip away.
Everything you need to run your business
Purpose-built for Australian businesses. A configurable CRM platform that adapts to your workflow.
AI Front Desk
An AI receptionist answers web chat, SMS, and calls, triages the enquiry, and captures it as a lead with a brief.
Built-in Softphone
Call and text clients from inside the CRM on a native Twilio line. No separate phone system.
AI Lead Scoring & Briefs
Every lead is scored and summarised the moment it lands, so your team knows who to call first.
Deal Rooms & E-Signature
Branded rooms collect documents (AI-checked and virus-scanned), then send agreements for signing via SignAndGo.
Referral Partners & Fees
Find ideal partners with AI, send tiered referral agreements to sign, and pay fees automatically on won deals.
Recruitment (ATS)
Track candidates and jobs with explainable AI matching and a public apply page. Turn it on per business.
Marketing Campaigns
Build segments from your data, compose with AI, and send with consent and one-click unsubscribe built in.
Multi-Vertical & Configurable
One platform for more than 20 industries. Every label, pipeline, and module adapts to your trade.
From first enquiry to a won deal in four steps
Capture
The AI receptionist answers chat, SMS, and calls, and every enquiry lands as a lead with a brief.
Qualify
AI scores each lead the moment it arrives, so your team knows who to call first.
Progress
Branded deal rooms collect and verify documents, then send agreements for e-signature.
Win
Close the deal, pay any referral fee automatically, and keep every action on an audit trail.
CRM software for your industry
CRMandGo comes preconfigured for your field, with the pipeline stages, terminology and document checklists you already use. Explore the CRM built for your industry.
Enterprise-grade security, Australian sovereign
Built for APRA-regulated environments from day one.
Australian Data Residency
All data in australia-southeast1 (Sydney), never replicated offshore
Encryption Everywhere
Encrypted at rest and in transit; integration keys stored encrypted
Virus-Scanned Uploads
Every file a customer uploads is scanned before anyone opens it
One-Click Ecosystem Connect
Connect MyAndGo products securely without copying API keys
Audit Trail
Every action logged with who, what, when, and IP
Role-Based Access & 2FA
Granular permissions, teams, and optional two-factor sign-in
Simple, transparent pricing
Start free. Scale when you're ready.
Personal
1 user · 10 clients
- Basic lead management
- Loan tracker
- Document upload
Starter
3 users · 50 clients
- AI lead scoring
- Deal packs
- Document collection
- Email notifications
Professional
$590/yr billed annually
5 users · Unlimited clients
- Everything in Starter
- Partner portals & referral fees
- Real-time updates & full analytics
- Priority email support
Business
$990/yr billed annually
10 users · Unlimited clients
- Everything in Professional
- Recruitment (ATS)
- White-label & custom domain
- API access & priority support
Enterprise
Unlimited · Unlimited
- Dedicated support
- SLA agreement
- Custom integrations
- Onboarding & training
Frequently asked questions
Ready to transform your business?
Join Australian businesses who've stopped losing deals to spreadsheets.