For Australian financial advice practices. Enquiry to first meeting to Statement of Advice to implementation and annual review. Advice-led relationships under an AFSL, no lending product lines.
Start free PricingFrom first enquiry to done, in the stages you actually use.
Calls your customers clients, each engagement a advice, your staff adviser. No loan or generic labels.
A 9-question customer intake built for Financial Planning, e.g. What are you hoping to get help with?; Tell us a little more about what you'd like to achieve.; Roughly when do you want to reach these goals?.
Collects Photo ID, Superannuation statement, Investment and bank statements, Existing insurance policies, Recent tax return or PAYG summary.
Compliance built in: ASIC (Financial Advisers Register).
Every question, stage, document and label is editable and toggleable per business.
Is CRMandGo suitable for Financial Planning?
Yes. CRMandGo ships a Financial Planning pack that tailors the CRM to your industry: it calls your customers clients, tracks each advice through 6 stages (Enquiry, Discovery Meeting, Fact Find, Advice Prepared, Advice Accepted, Implemented), 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