Manage feasibility, approvals and quality support enquiries in one pipeline built for childcare work.
Childcare consulting runs on long, document-heavy engagements, from feasibility studies and development approval support to provider and service approvals and ongoing quality improvement. CRMandGo captures new enquiries around the clock, scores each one, and gives you enquiry-specific intake forms and a branded portal so clients send the right information for each piece of work. One pipeline keeps feasibility, approvals and QIP support engagements moving.
Send a tailored intake form for each type of work, whether it is a feasibility study, a DA support engagement or a provider approval, so you gather exactly what that piece of work needs up front.
An AI front desk handles web chat and SMS and texts back missed calls, so a prospective operator's enquiry is captured and triaged even outside business hours.
Stages built for childcare consulting carry an engagement from feasibility through approvals to quality improvement support, so every project has a clear next step.
Each client gets a deal room with a checklist of the documents their engagement needs, so you stop chasing paperwork across email threads.
Each enquiry arrives with a short AI brief and score, so you can quickly tell a serious new-centre operator from an early-stage query and prioritise accordingly.
Describe the accountants, business brokers and past clients who refer new work and AI suggests who else to approach, sign a tiered referral agreement electronically or as a PDF, and record the agreed fee automatically when a referred engagement is won.
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. CRMandGo lets you send enquiry-specific smart intake forms, so a feasibility study, a development approval engagement and a provider or service approval each collect exactly the information that piece of work needs. Responses attach to the client's record automatically.
It ships with a childcare consulting pack out of the box, so the terminology, pipeline stages and document checklists already match feasibility, approvals and quality improvement work. You can rename labels and switch modules on or off to suit your practice.
CRMandGo is Australian-owned and hosts your data onshore in Sydney, built to the Australian Privacy Principles. Your client records and the documents collected through the portal stay in Australia.
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