For Australian conveyancing practices. Enquiry to contract review to searches to exchange to settlement. Matter-based property transfers under a state conveyancer's licence, no lending product lines.
Start free PricingFrom first enquiry to done, in the stages you actually use.
Calls your customers clients, each engagement a matter, your staff conveyancer. No loan or generic labels.
A 9-question customer intake built for Conveyancing, e.g. Are you buying or selling?; Which property is the matter for?; What type of property is it?.
Collects Photo ID, Contract of Sale, Council rates notice, Loan approval letter.
Compliance built in: State licensing authority.
Every question, stage, document and label is editable and toggleable per business.
Is CRMandGo suitable for Conveyancing?
Yes. CRMandGo ships a Conveyancing pack that tailors the CRM to your industry: it calls your customers clients, tracks each matter through 7 stages (Enquiry, Engaged, Contract Review, Searches, Exchange, Settlement, Completed), 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.
Get started freePart of the AndGo Platform