Turn quote enquiries into matters and move each one to settlement without losing track of a document or a date.
Conveyancing is deadline-driven and document-heavy: a quote enquiry that goes unanswered, ID and contract documents that arrive late, a matter where nobody is quite sure what is outstanding before settlement. CRMandGo comes preconfigured for conveyancing with the pipeline stages, terminology and document checklists you rely on, captures every enquiry, and collects client documents through a branded portal, so each matter stays on track from first contact to settled.
Pipeline stages from enquiry through to exchange and settlement, with conveyancing terminology and per-matter document checklists, ready to use immediately.
Clients upload ID, contracts and supporting documents into a secure branded portal against the checklist for their matter, so you are never chasing the file you need before settlement.
Each quote enquiry is scored and summarised, so you can respond fast to the buyers and sellers most likely to engage and know the matter type before you reply.
An AI receptionist captures and triages enquiries over web chat and SMS and texts back missed calls, so a quote request that lands after hours becomes a matter instead of going to the firm down the road.
Describe the agents, brokers and past clients who refer matters and AI suggests partners to approach, send a tiered referral agreement to sign electronically or export as a PDF, and record the agreed fee automatically, flat, percentage or tiered, whenever a referred matter settles.
See every open matter and its stage live, with a clear view of what is outstanding before each settlement date, so nothing slips through under deadline pressure.
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 a conveyancing pack covering pipeline stages from enquiry through exchange and settlement, plus terminology and document checklists per matter. You can tailor the stages and labels to your own process and state requirements.
All data is kept onshore in Sydney and handled in line with the Australian Privacy Principles. CRMandGo is Australian-owned, so your clients' personal and matter information stays in Australia.
Each client gets a branded portal to upload ID, contracts and supporting documents against a checklist for their matter. You can also send smart intake forms for matter-specific details, and everything attaches to the matter so you can see at a glance what is still outstanding.
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