Capture every referral and client enquiry securely, with consent and privacy built in from the first contact.
Allied health practices live and die on referrals, and a slow response means the GP or client goes elsewhere. CRMandGo captures referrals and client enquiries around the clock, triages them, and handles sensitive client information through a secure, consent-based portal. Built for privacy with your data held onshore in Australia, it keeps every enquiry moving without leaving client details in inboxes.
An AI front desk handles web chat and SMS and texts back missed calls, so a referral or a self-referring client is captured and triaged even outside clinic hours.
Smart intake forms gather client history and details with a recorded consent acknowledgement, so you collect what you need with the client's permission logged up front.
Clients and referrers submit referrals, reports and forms through a branded portal with secure storage, keeping sensitive information out of plain email.
Describe the GPs, specialists and partners who send you referrals so AI suggests referrers to approach, set up a signed referral agreement electronically or as a PDF, and record any agreed referral fee automatically when a referred client starts.
Stages built for allied health take an enquiry from referral to intake to first appointment, so no client falls through the gap between referral and booking.
Each enquiry arrives with a short AI brief and score, so your team understands the context and can prioritise urgent or complex referrals first.
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.
CRMandGo is Australian-owned and hosts your data onshore in Sydney, built to the Australian Privacy Principles. Client documents are collected and stored through a secure, access-controlled portal, and intake forms capture the client's consent from the start.
Yes. Referrers can submit referrals and reports through a branded, secure portal, and CRMandGo tracks which sources send your work. The referral pipeline takes each one from intake through to first appointment so nothing is missed.
No. It is a front-of-house referral and client-enquiry CRM that sits in front of your clinical software. It captures, triages and nurtures enquiries into booked clients; it does not store clinical treatment records.
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