For Australian allied health practices: physiotherapy, chiropractic, psychology, exercise physiology and more. Enquiry to booked to active episode of care to review. Tracks the client relationship and the care funnel, not the clinical notes.
Start free PricingFrom first enquiry to done, in the stages you actually use.
Calls your customers clients, each engagement a episode of care, your staff practitioner. No loan or generic labels.
A 9-question customer intake built for Allied Health, e.g. What can we help you with?; How soon would you like to be seen?; Have you seen us before?.
Collects GP referral or care plan, Previous reports, scans or letters, Funding or claim details, Photo ID.
Compliance built in: Regulator (AHPRA / relevant National Board).
Every question, stage, document and label is editable and toggleable per business.
Is CRMandGo suitable for Allied Health?
Yes. CRMandGo ships a Allied Health pack that tailors the CRM to your industry: it calls your customers clients, tracks each episode of care through 7 stages (Enquiry, Booked, Initial Assessment, Care Plan Proposed, Active Care, Review, Discharged), and collects the documents your work actually needs.
Can I tailor the questions, stages and labels?
Yes. Every question, pipeline stage, document and label is editable and toggleable per business in settings, so these are sensible defaults you tune, not a rigid form.
Where is my data stored?
In Australia, in Google Cloud's Sydney region, with no replication offshore. CRMandGo is Australian owned and operated.
How much does CRMandGo cost?
CRMandGo has a free trial. See the pricing page for current plans, all in AUD.
Start free and CRMandGo shapes itself around your industry from day one.
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