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.

Your First Week on a New Broker CRM: A Team Onboarding Guide

A new CRM only delivers value when the team actually uses it. The biggest risk isn't the technology, it's adoption. A structured onboarding week gets your team from 'new login' to 'productive daily user' with clear milestones, role-specific training, and enough hands-on practice that the CRM feels familiar by Friday.

Day 1-2: Setup and orientation

The principal or admin configures: organisation settings, branding, pipeline stages, and team roles/permissions. Each broker creates their account, sets up their profile, and completes a guided tour of the interface. The goal by end of Day 2: everyone can log in, navigate the dashboard, and find the lead list.

Day 3-4: Workflow practice

Brokers practice the core workflows with test data: creating a lead, qualifying it, moving it through pipeline stages, uploading documents, and sending communications. Support staff practice: searching client records, generating reports, and managing deal rooms. Use a test organisation so mistakes don't affect real data.

Day 5: Go live

New leads flow into the new CRM from Day 5. The old CRM stays active for existing deals only (no new leads). Each broker processes at least 2-3 real leads through the new system by end of day. The principal reviews adoption metrics: who logged in, who created leads, who used the pipeline. Address any gaps immediately while momentum is high.

Week 2 and beyond

By the second week, the new CRM should feel routine. Schedule a 15-minute team check-in to address questions and share tips. Migrate active deals from the old system over the following 2-3 weeks as they reach natural stage transitions. Decommission the old CRM once all active deals have settled or transferred.

Frequently asked questions

What if some team members resist the new CRM?

Resistance is usually about fear of the unknown, not the CRM itself. Pair resistant brokers with an early adopter for peer support. Focus on quick wins, show them one feature that makes their daily work easier. Mandate usage for new leads (non-negotiable) but be patient with adoption on existing workflows.

Should I import all historical data before go-live?

Import contacts and active deals before go-live. Historical settled deals can be imported later in batches, they're reference data, not active workflows. Prioritise getting the team working with new leads in the new system over perfecting historical data imports.