Capture leads, manage pitches and onboard clients from one Australian-owned CRM built for marketing agencies.
Marketing agencies are great at generating leads for clients but often run their own new-business pipeline out of a spreadsheet. CRMandGo arrives configured for agency life, with pipeline stages, terminology and document checklists that match how you move a prospect from enquiry to retained client. Leads are captured 24/7, scored and briefed, and onboarding documents are collected through a branded portal that reflects your agency, not a generic tool.
Pipeline stages, terminology and checklists come pre-built for agency new business and onboarding, so you run pitches and retainers without configuring a blank CRM.
Onboard new clients through a branded deal room that carries your agency's logo and colours, collecting briefs, assets and approvals in one organised place.
Every inbound enquiry is scored and summarised, so your new-business team can focus pitches on the prospects most likely to become retained clients.
An AI front desk captures and triages website and inbound enquiries around the clock over web chat, SMS and missed-call text-back, so a lead from your own campaign never goes cold.
Send prospects a branded intake link to capture budget, goals and scope before the first call, with answers landing straight on the lead record.
Describe the partners and channels that send your best new business 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 pipeline analytics.
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. The client deal rooms and intake links carry your logo and brand colours, so onboarding and document collection feel like an extension of your agency rather than a third-party tool. A Powered by CRMandGo footer is the only platform reference.
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, so your client and prospect data stays onshore.
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 picks up warm prospects the next morning.
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