CRMandGoCRMandGo

The CRM Australian businesses actually want to use

AI-powered lead scoring, deal pack workflows, and client management, built for Australian businesses. Compliant. Data sovereign.

NCCP Compliant
AES-256 Encryption
Australian Data
APRA 2026 Ready

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 Lead Scoring

APRA 2026 compliant scoring with DTI and LVR analysis. Grade leads A to F instantly.

Deal Pack Workflow

Create, submit, and approve deal packs with full compliance tracking and email notifications.

Document Collection

40+ Australian document types. Clients upload via secure share link.

Loan Tracker

Pizza tracker style progress for clients. Seven stages from application to settlement.

Partner Portals

White-label lead capture for referral partners. Costco, real estate, accounting.

Multi-Tenant

Complete data isolation per organisation. Custom branding, modules, and compliance settings.

From lead to settlement in four steps

01

Capture

Leads flow in from partner portals, referrals, or manual entry. Centralised from day one.

02

Score

AI analyses APRA compliance, DTI ratio, and LVR instantly. Grade A to F in seconds.

03

Process

Deal packs, document collection, and approval workflow. Everything tracked end-to-end.

04

Settle

Track progress through seven stages to settlement day. Clients see it too.

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.

Mortgage Broking CRMInsurance Broking CRMFinancial Planning CRMAccounting CRMConveyancing CRMReal Estate CRMProperty Management CRMBuyers Agent CRMBuilding Inspection CRMConstruction CRMRecruitment CRMLegal Practice CRMMigration CRMMarketing Agency CRMIT Services CRMTrades CRMSolar CRMDental CRMAllied Health CRMNDIS CRMChildcare CRM

Enterprise-grade security, Australian sovereign

Built for APRA-regulated environments from day one.

AES-256 Encryption

Data encrypted at rest and in transit

Australian Data Residency

All data in australia-southeast1 (Sydney)

NCCP Compliant

Built for National Consumer Credit Protection Act

APRA 2026 Ready

Automated DTI and LVR compliance checks

Audit Trail

Every action logged with who, what, when, and IP

Role-Based Access

Five permission levels from admin to read-only

Simple, transparent pricing

Start free. Scale when you're ready.

Personal

Free

1 user · 10 clients

  • Basic lead management
  • Loan tracker
  • Document upload

Starter

$29/mo

3 users · 50 clients

  • AI lead scoring
  • Deal packs
  • Document collection
  • Email notifications
Popular

Professional

$59/mo

$590/yr billed annually

5 users · Unlimited clients

  • Everything in Starter
  • Partner portals
  • Custom branding
  • Priority email support

Business

$99/mo

$990/yr billed annually

10 users · Unlimited clients

  • Everything in Professional
  • Priority support
  • Custom branding
  • Advanced analytics

Enterprise

Custom

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.