Qualify visa enquiries, collect documents and track every case from one Australian-owned CRM built for migration agents.
Migration agents juggle high enquiry volumes, long document checklists and clients in different time zones, and a generic CRM makes all of it harder. CRMandGo arrives configured for migration work, with pipeline stages, terminology and document checklists suited to visa cases. Enquiries are captured around the clock, scored and briefed, and applicants submit their documents through a secure branded portal rather than scattered email attachments.
Pipeline stages, terminology and document checklists come pre-built for migration casework, so you can track visa enquiries and applications without rebuilding a generic CRM.
Applicants upload passports, qualifications and supporting evidence through a branded, secure deal room, keeping sensitive personal documents organised and out of email.
Every visa enquiry is scored and summarised so you can quickly see which prospects are a genuine fit for a pathway and which need triage.
An AI front desk captures and triages enquiries across web chat, SMS and missed-call text-back at any hour, which matters when prospective applicants are messaging from overseas time zones.
Send a branded intake link tailored to the visa type to collect eligibility details up front, with responses attached straight to the case record.
Describe the education partners, agents and past clients who refer applicants 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 case is won, with real-time analytics across every case.
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 all data is held onshore in Sydney, in the australia-southeast1 region. It is built to comply with the Australian Privacy Principles, which matters when you hold passports and other sensitive applicant information.
Each applicant gets a branded, secure portal with a document checklist suited to their case. They upload supporting evidence directly, and you see what is outstanding at a glance instead of chasing email attachments.
Yes. The AI front desk captures and triages enquiries 24/7 over web chat, SMS and missed-call text-back, so an enquiry from a different time zone is captured and qualified rather than lost. It captures and triages rather than fully answering calls, so an agent always follows up.
Start your 14-day free trial. No card needed.
Start free trial