CRMandGo

About CRMandGo

CRMandGo is the Australian CRM that builds itself. You describe your business in plain English and its AI composes a complete CRM for your industry: the terminology, pipeline stages, intake (Fact Find) questions, document checklists and compliance.

What CRMandGo does

Once your CRM is composed, CRMandGo adds an AI front desk, deal rooms, telephony and integrations with the rest of the MyAndGo ecosystem on top. It is a complete CRM for Australian businesses, including:

  • An AI receptionist that answers chat, SMS and calls, and captures each enquiry as a lead with a written brief
  • A built-in softphone, so you call and text clients from inside the CRM
  • AI lead scoring and an AI lead brief on every new enquiry
  • Deal rooms that collect and verify documents, with every uploaded file virus-scanned
  • E-signature through SignAndGo
  • Referral partner management with signed agreements and automatic fees
  • Recruitment (ATS) on the Business and Enterprise plans
  • Consent-aware marketing campaigns and no-code workflow automation

Who it is for

CRMandGo is industry-agnostic and works for any business. More than 40 industries are tailored out of the box, and if yours is not listed, a new one is composed on request during onboarding. The industries we tailor for today fall into five groups:

  • Trades and home services
  • Health and care
  • Personal and local services
  • Professional services
  • Property and finance
See CRM by industry

Who we are

CRMandGo is a product of Fintech Development Pty Ltd (ACN 655 608 969). It is part of the MyAndGo ecosystem, alongside products such as SignAndGo, ShareAndGo, InspectAndGo, BookAndGo and AccountsAndGo, and it is Australian owned and operated. Our address is Level 1, 18-20 Knuckey Street, Darwin NT 0800.

Where your data is stored

Customer data is stored in Australia (Sydney). AI features process the relevant content overseas (currently the United States) under a data processing agreement, disclosed under Australian Privacy Principle 8. If you use the phone features, call recordings and text message records may also be stored in the United States by our telephony provider, Twilio. Our Privacy Policy sets out the detail, including every third-party service we use.

Plans and trial

Every paid plan starts with a 14-day free trial, with no card to start. You can compare the plans on our pricing page, and see how CRMandGo stacks up against other CRMs on our comparison pages.

Try CRMandGo on your own pipeline

Start your 14-day free trial, or get in touch.

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