CRMandGo

Buyers Agent CRM for Australian buyers agents

Capture every buyer enquiry, qualify the genuine briefs with AI, and run each search from first call to settlement in one Australian-built CRM.

As a buyers agent, your time is your inventory, and it is wasted on enquiries that were never going to engage you. CRMandGo captures every enquiry over web chat, SMS and missed-call text-back, then scores and briefs each one so you spend your hours on buyers ready to sign a mandate. Client briefs, your search pipeline and document collection all live in one system built for Australian buyers agents.

Pipeline built for buyers agents

Pre-set stages, terminology and document checklists for the buy side, from initial brief and mandate through shortlist, due diligence, offer and settlement, not a seller-focused sales funnel.

Capture buyer enquiries 24/7

An AI front desk answers web chat and SMS and texts back missed calls around the clock, so enquiries from your website and referrals become qualified leads even while you are at inspections.

AI scoring and instant briefs

Every enquiry gets an AI score and a short brief, so you quickly tell a serious buyer with a real budget and timeframe from a casual tyre-kicker before you invest your time.

Smart intake forms for client briefs

Send each prospective client a tailored intake form to capture budget, suburbs, must-haves and timeframe up front, so your discovery call starts from a complete brief, not a blank page.

Branded portals for client documents

Give clients a branded portal to upload ID, finance pre-approval and engagement paperwork themselves, so you stop chasing documents before a mandate is signed.

Referral tracking and live pipeline

Describe the brokers, accountants and past clients who refer buyers so AI suggests partners to approach, sign a tiered referral agreement electronically or as a PDF, and record the agreed fee automatically when a referred client settles, all alongside a live view of every active search.

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.

Buyers Agent CRM: common questions

Is CRMandGo built for Australian buyers agents?

Yes. CRMandGo is Australian-owned with data held onshore in Sydney and built to the Australian Privacy Principles. The buyers agent pack ships with buy-side pipeline stages, terminology and document checklists, so it matches how you actually run a search.

Can it help me filter genuine buyers from tyre-kickers?

Yes. Every enquiry is scored by AI and comes with a short brief on budget, timeframe and intent. That lets you focus your limited hours on buyers ready to engage you and a mandate, rather than chasing casual interest.

How does it capture a client brief without a long phone call?

You can send each prospective client a smart intake form that captures their budget, target suburbs, must-haves and timeframe before you speak. Your first call then starts from a complete brief, and their answers attach straight to their record.

Built for buyers agents

Ready to see it on your pipeline?

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