Capture enquiries, qualify projects and onboard clients from one Australian-owned CRM built for IT service providers and MSPs.
IT service providers and MSPs are strong on delivery but often lose new business between a website enquiry and a follow-up that never happens. CRMandGo arrives configured for IT services, with pipeline stages, terminology and document checklists that match how you scope projects and onboard managed clients. Enquiries are captured around the clock, scored and briefed, and onboarding documents are collected through a secure branded portal.
Pipeline stages, terminology and checklists come pre-built for IT projects and managed-services onboarding, so you track deals and new clients without configuring a generic CRM.
Onboard new managed clients through a branded, secure deal room that collects requirements, contracts and onboarding documents in one access-controlled place.
Every inbound enquiry is automatically scored and summarised into a brief, so your sales effort goes to the projects and managed-services prospects worth pursuing.
An AI front desk captures and triages enquiries across web chat, SMS and missed-call text-back at any hour, so an after-hours support or project enquiry becomes a qualified lead.
Send prospects a branded intake link to capture environment details, user counts and scope up front, with responses attached straight to the lead record.
Describe the vendors and partners who send your best work so AI suggests referrers to approach, sign a tiered referral agreement electronically or as a PDF, and record the agreed fee automatically when a referred client is signed, with real-time analytics across your team.
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 is Australian-owned and holds all data onshore in Sydney, in the australia-southeast1 region. It is built to comply with the Australian Privacy Principles, which matters when you hold client environment and contract details.
Yes. The AI front desk captures and triages enquiries 24/7 across web chat, SMS and missed-call text-back, turning them into scored, briefed leads. It captures and qualifies enquiries rather than fully answering phone calls, so your team follows up warm prospects.
CRMandGo is part of the MyAndGo ecosystem, which includes e-signing and scheduling alongside the CRM. That lets you capture an enquiry, scope the project and send agreements for signature within one connected toolset.
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