What can CRMandGo do?

It is a complete CRM for Australian businesses: an AI receptionist that answers chat, SMS, and calls, a built-in softphone, AI lead scoring and briefs, deal rooms that collect and verify documents, e-signature, referral partner management with signed agreements and automatic fees, recruitment (ATS), marketing campaigns, and no-code workflow automation.

Which industries is CRMandGo for?

More than 20. Every label, pipeline stage, document type, and module adapts to your trade, from mortgage broking and real estate to childcare consulting, recruitment, legal, allied health, trades, and more. You pick your industry during setup and the whole product speaks your language.

What is the AI receptionist?

An AI front desk that answers your web chat, SMS, and phone line around the clock, understands the enquiry, and captures it as a lead with a written brief. It works in your brand and never quotes prices it should not.

How do referral partners and agreements work?

Describe your ideal referral partner and the AI suggests partner categories to target. You can send a tiered referral agreement, with non-circumvention and confidentiality protections, for both parties to sign electronically, or export it to sign manually. Once a referred deal is won, the agreed fee is recorded automatically.

Is my data stored in Australia?

Yes, exclusively in australia-southeast1 (Sydney), with no offshore replication. Every uploaded file is virus-scanned and every action is logged with user, time, and IP for a full audit trail. AI features process the relevant content overseas (currently the United States) under a data processing agreement, disclosed under Australian Privacy Principle 8.

Does CRMandGo connect to other MyAndGo products?

Yes. CRMandGo is part of the MyAndGo ecosystem, so you can connect sibling products like SignAndGo for e-signature in one click, with no API keys to copy. It also offers a REST API, outbound webhooks, and an MCP server for AI tools.

5 Lead Allocation Strategies for Growing Brokerages

How you distribute leads across your team determines conversion rates, broker satisfaction, and ultimately revenue. Get it wrong and your best leads go to your busiest brokers (who can't follow up fast enough) while junior brokers starve. Get it right and every lead gets the right broker at the right time.

1. Round-robin allocation

The simplest model: leads are distributed evenly across all active brokers in rotation. Fair, transparent, and easy to understand. Best for teams where all brokers have similar experience levels and capacity. Weakness: it doesn't account for broker specialisation (commercial vs residential) or current workload.

2. Claim-first (cherry-pick)

Leads enter a shared pool and brokers claim them on a first-come, first-served basis. This rewards speed and initiative but creates uneven distribution, your fastest brokers grab the best leads while slower or part-time brokers miss out. Works well for competitive teams but can breed resentment.

3. Tiered P1-P5 allocation

Leads are scored and allocated based on a tiered priority system. P1 (highest value) leads go to top-performing brokers, P3 leads go to mid-tier, and P5 (lowest likelihood) go to junior brokers for development. This maximises conversion on high-value leads while giving junior brokers real pipeline. It requires reliable lead scoring to work, garbage scoring produces garbage allocation.

4. Geographic allocation

Leads are routed by postcode or state to brokers with local market expertise. Ideal for brokerages operating across multiple regions where local knowledge (valuations, local lenders, market conditions) gives a conversion edge.

5. Hybrid: scored + capped

The most sophisticated model combines AI scoring with capacity caps. Each broker has a maximum active lead count; new leads are allocated to the best-suited available broker whose pipeline isn't full. This prevents overload, matches specialisation, and ensures no leads sit uncontacted. It's the model high-performing brokerages are moving to in 2026.

Frequently asked questions

Which lead allocation model is best for a small brokerage?

For teams under 5 brokers, round-robin is usually sufficient. It's fair, transparent, and doesn't require lead scoring infrastructure. As you grow past 5, consider tiered allocation to ensure high-value leads get appropriate attention.

How does AI scoring improve lead allocation?

AI scoring grades leads by conversion likelihood (A-F) based on financial data, enabling tiered allocation that matches lead quality to broker capability. Without scoring, allocation is essentially random, with it, your best brokers work the best leads.