Turn a first, tentative enquiry into a booked session before the moment passes.
When someone finally reaches out for help, a slow reply or a missed call can mean they never try again. CRMandGo composes a CRM for your psychology or counselling practice, with a pipeline that runs from first enquiry to intake, first session, ongoing sessions and review. An AI front desk captures web chat, SMS and missed-call enquiries around the clock, replies warmly and scores each one so you follow up the people who need care soonest. Smart intake forms gather presenting concerns, GP referral and mental health care plan details and consent before the first session, kept private and onshore. Every enquiry, referral and waitlist entry sits in one place built for mental health practice.
An AI front desk captures enquiries 24/7 over web chat and SMS and texts back every missed call, so someone reaching out at a hard moment hears from your practice quickly and gently.
Track each enquiry from first contact to intake, first session, ongoing sessions and review, with a clear view of your waitlist.
Enquiries arrive scored and summarised, with the presenting concern, urgency and referral source drawn out, so you can triage sensitively and quickly.
Intake forms collect presenting concerns, GP referral and mental health care plan details and consent before the first session, stored privately and onshore.
Track referrals from GPs, EAP providers and other clinicians, send e-signed referral agreements and let CRMandGo record referral fees automatically so every source is credited.
A real-time pipeline and analytics show new enquiries, referral sources, waitlist length and conversion, so you can see demand and plan your capacity.
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. You can track your waitlist, follow up enquirers who have not yet booked and record where every referral came from, including GP mental health care plans and EAP providers. CRMandGo handles enquiries, intake and follow-up, not clinical notes or claiming, so it complements your practice software.
You describe your practice and CRMandGo composes a CRM for your psychology or counselling work: the terminology, pipeline stages, intake questions and document checklists already match how you work. You can rename any label and switch modules on or off.
All data is hosted onshore in Sydney under the Australian Privacy Principles. CRMandGo is Australian-owned and part of the MyAndGo ecosystem, so sensitive client and referral details never leave the country.
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