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.

Multi-Vertical CRM: Vertical Packs vs One-Size-Fits-All

Many Australian financial services businesses operate across multiple verticals. A mortgage brokerage might also hold an insurance licence. A financial planning firm might refer mortgage clients to an in-house broker. Running separate CRMs for each vertical creates data silos, duplicate client records, and operational complexity. Multi-vertical CRMs with vertical packs solve this.

What is a vertical pack?

A vertical pack is a modular configuration that adapts the CRM's pipeline stages, required fields, compliance workflows, and terminology to a specific industry vertical. The mortgage pack includes DTI calculation, LVR tracking, and NCCP compliance. The insurance pack includes policy renewal tracking, claims management, and AFSL compliance. The underlying platform, contacts, communications, documents, analytics, stays the same.

One client record, multiple verticals

When a mortgage client also needs insurance, their record doesn't get duplicated, it gains an insurance deal alongside their mortgage deal. The broker (or separate insurance specialist) sees the full relationship history. This unified view is impossible when mortgage and insurance run on different platforms.

Operational efficiency gains

Businesses running multi-vertical CRMs report 40% less time on administration compared to multi-platform setups. One login, one contact database, one reporting dashboard, one set of integrations to maintain. The complexity of vertical-specific workflows is handled by packs, not by the operations team juggling multiple systems.

Frequently asked questions

Which verticals can a multi-vertical CRM support?

Common verticals include mortgage broking, insurance broking, financial planning, real estate, accounting, and commercial lending. Each vertical pack configures the CRM's pipeline, compliance requirements, and terminology for that industry.

Can I add a new vertical pack later?

Yes. Vertical packs are modular, you can start with mortgage and add insurance later without migrating data or switching platforms. Existing client records automatically gain access to the new vertical's workflows.

Multi-Vertical CRM: Vertical Packs vs One-Size-Fits-All

What is a vertical pack?

One client record, multiple verticals

Operational efficiency gains

Frequently asked questions

Ready to see it in action?