Managed IT, cloud, cybersecurity, networking, and helpdesk providers. Enquiry to scoping to proposal to won, then onboarding and an active project or managed service agreement. Project- and MSA-based work.
Start free PricingFrom first enquiry to done, in the stages you actually use.
Calls your customers clients, each engagement a engagement, your staff engineer. No loan or generic labels.
A 11-question customer intake built for IT / Managed Services, e.g. What do you mainly need help with?; Which services are you interested in?; What's prompting you to reach out?.
Collects Requirements brief, Network / environment diagram, Access and account details.
Compliance built in: Insurance and registration.
Every question, stage, document and label is editable and toggleable per business.
Is CRMandGo suitable for IT / Managed Services?
Yes. CRMandGo ships a IT / Managed Services pack that tailors the CRM to your industry: it calls your customers clients, tracks each engagement through 6 stages (Enquiry, Scoping, Proposal, Won, Onboarding, Active), 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