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.

What an Industry-Agnostic CRM Really Means

Plenty of CRMs claim to work for any industry. Most really mean they give you a flexible database and leave the hard part to you. A genuinely industry-agnostic CRM does the shaping for you: it speaks your language, models the way your work flows, and tracks the things your business actually deals with.

Language that fits

A finance broker has clients and loans. A vet has owners, pets, and appointments. A recruiter has candidates and jobs. If your CRM forces everyone into clients and deals, your team is constantly translating. An agnostic platform lets the vocabulary match your trade so the software reads the way you talk.

A pipeline that matches your work

Your stages are not generic. A wedding photographer moves from enquiry to quote to shoot to gallery delivered. A plumber moves from quote to scheduled to on-site to invoiced. The pipeline should be yours, not a one-size-fits-all sales funnel.

Records for the things you track

Beyond people and deals, most businesses track something specific: properties, vehicles, matters, treatment plans, galleries, jobs. A flexible CRM lets you invent those record types with the fields that matter and link them to the people they belong to.

Operational depth, not just fields

Custom fields alone do not run a business. Look for a platform that brings document collection, branded customer portals, e-signature, scheduling, and an AI receptionist as part of the package, so you are configuring an operation rather than building one from scratch.

Frequently asked questions

Is an industry-agnostic CRM worse than a purpose-built one?

Not if it adapts properly. A good agnostic CRM composes the same vocabulary, pipeline, and records a purpose-built tool would, while also giving you the flexibility to change as your business changes. You get the fit without the lock-in.

How long does setup take?

With CRMandGo you describe your business and AI composes the workspace in minutes. You review, approve, and start using it, rather than spending weeks configuring or paying a consultant.