Win more of the right clients and onboard them quickly, with records collected instead of chased.
For accounting firms the friction is in onboarding and chasing: a prospect who never gets followed up, a new client whose records trickle in over weeks, ID and documents requested again and again. CRMandGo arrives preconfigured for accounting with the pipeline stages, terminology and document checklists your firm uses, captures every enquiry, and lets clients upload their records through a branded portal. New work moves from enquiry to engaged without your team living in their inbox.
Pipeline stages from enquiry through proposal, onboarding and engagement, with the terminology and document checklists your firm works with, ready out of the box.
Clients upload financials, ID and supporting documents into a secure branded portal against a clear checklist, so onboarding new clients no longer means weeks of chasing.
Every enquiry is scored and summarised, so partners can focus on the prospects worth pursuing and approach each one already understanding what they need.
An AI receptionist captures and triages enquiries across web chat and SMS and texts back missed calls, so enquiries that arrive after hours or at tax time still become leads.
Send service-specific online forms for new clients or new engagements, with the answers attaching straight to the client record so nothing is rekeyed.
Describe the planners, brokers and clients who refer work to your firm and AI suggests partners to approach, send a tiered referral agreement to sign electronically or as a PDF, and record the agreed fee automatically, flat, percentage or tiered, whenever a referred client is engaged.
CRMandGo is Australian-owned and part of the MyAndGo ecosystem. Your data is kept onshore in Sydney, under the Australian Privacy Principles. Start free, no card needed.
Yes. It ships with an accounting pack covering pipeline stages from enquiry through onboarding and engagement, plus terminology and document checklists suited to a firm. You can adjust the stages and labels to match your services and process.
All data is kept onshore in Sydney and handled in line with the Australian Privacy Principles. CRMandGo is Australian-owned, so your clients' financial records stay in Australia.
Yes. New clients upload their records and ID into a branded portal against a checklist, and you can send service-specific smart intake forms to gather details up front. The information attaches to the client record automatically, so onboarding stops being a chase.
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