CRMandGoCRMandGo

The CRM that builds itself

Describe your business and CRMandGo composes your whole CRM with AI: the pipeline, intake forms, document checklists, an AI receptionist and compliance, all tailored to your industry and kept onshore in Sydney. One Australian platform, built for how you actually work.

Australian Owned
AES-256 Encryption
Data Onshore in Sydney
Full Audit Trail
CRMandGo lead management showing AI-graded leads and pipeline status

Sound familiar?

Spreadsheet chaos

Leads in email, clients in spreadsheets, documents everywhere. No single source of truth.

Compliance anxiety

Manual compliance checks, missed reminders, audit-trail gaps. Every review is a scramble.

Lost deals

No visibility on pipeline, leads going cold, no follow-up system. Good prospects slip away.

Everything you need to run your business

Australian-built, and composed by AI for exactly how your business works. Not a template you wrestle into shape.

AI Front Desk

An AI receptionist answers web chat, SMS, and calls, triages the enquiry, and captures it as a lead with a brief.

Built-in Softphone

Call and text clients from inside the CRM on a native Twilio line. No separate phone system.

AI Lead Scoring & Briefs

Every lead is scored and summarised the moment it lands, so your team knows who to call first.

Deal Rooms & E-Signature

Branded rooms collect documents (AI-checked and virus-scanned), then send agreements for signing via SignAndGo.

Referral Partners & Fees

Find ideal partners with AI, send tiered referral agreements to sign, and pay fees automatically on won deals.

Recruitment (ATS)

Track candidates and jobs with explainable AI matching and a public apply page. Turn it on per business.

Marketing Campaigns

Build segments from your data, compose with AI, and send with consent and one-click unsubscribe built in.

Multi-Vertical & Configurable

One platform for more than 40 industries. Every label, pipeline, and module adapts to your trade.

From first enquiry to a won deal in four steps

01

Capture

The AI receptionist answers chat, SMS, and calls, and every enquiry lands as a lead with a brief.

02

Qualify

AI scores each lead the moment it arrives, so your team knows who to call first.

03

Progress

Branded deal rooms collect and verify documents, then send agreements for e-signature.

04

Win

Close the deal, pay any referral fee automatically, and keep every action on an audit trail.

CRM software for your industry

Tell CRMandGo what you do and its AI composes a CRM for your field, with the pipeline stages, terminology, intake forms and document checklists you already use. Explore the CRM built for your industry.

Trades CRMPlumbing CRMElectrical CRMReal Estate CRMPhysiotherapy CRMRecruitment CRMHVAC & Air Conditioning CRMAllied Health CRMDental CRMCleaning Services CRMVeterinary CRMNDIS CRMFitness & Personal Training CRMRoofing CRMChiropractic CRMHairdressing & Barbering CRMAged & Home Care CRMLegal Practice CRMPest Control CRMBeauty & Salons CRMPhotography & Video CRMLandscaping & Gardening CRMPet Grooming CRMIT Services CRMPodiatry CRMAutomotive & Mechanics CRMPsychology & Counselling CRMConstruction CRMHospitality & Catering CRMMarketing Agency CRMSolar CRMChildcare CRMProperty Management CRMBuyers Agent CRMConveyancing CRMBuilding Inspection CRMMigration CRMAccounting CRMFinancial Planning CRMInsurance Broking CRMMortgage Broking CRM
Works with AI assistants

Bring your CRM to your AI assistant

Connect CRMandGo to Claude, ChatGPT and other AI assistants through the MyAndGo connector, and ask about your business in plain language. It is read-only and scoped to your own workspace, so your data stays yours.

One connector: myandgo.com.au/mcp/v1

Ask things like

  • What is the status of a client's deal?
  • List my clients by their pipeline status
  • What tasks do I have coming up?
  • Show the documents on a client's file

Enterprise-grade security, Australian sovereign

Built for regulated Australian businesses from day one.

Australian Data Residency

All data in australia-southeast1 (Sydney), never replicated offshore

Encryption Everywhere

Encrypted at rest and in transit; integration keys stored encrypted

Virus-Scanned Uploads

Every file a customer uploads is scanned before anyone opens it

One-Click Ecosystem Connect

Connect MyAndGo products securely without copying API keys

Audit Trail

Every action logged with who, what, when, and IP

Role-Based Access & 2FA

Granular permissions, teams, and optional two-factor sign-in

Simple, transparent pricing

Start free. Scale when you're ready.

Personal

Free

1 user · 10 clients

  • Basic lead management
  • Pipeline tracking
  • Document upload

Starter

$29/mo

3 users · 50 clients

  • AI lead scoring
  • Deal packs
  • Document collection
  • Email notifications
Popular

Professional

$59/mo

$590/yr billed annually

5 users · Unlimited clients

  • Everything in Starter
  • Partner portals & referral fees
  • Real-time updates & full analytics
  • Priority email support

Business

$99/mo

$990/yr billed annually

10 users · Unlimited clients

  • Everything in Professional
  • Recruitment (ATS)
  • White-label & custom domain
  • API access & priority support

Enterprise

Custom

Unlimited · Unlimited

  • Dedicated support
  • SLA agreement
  • Custom integrations
  • Onboarding & training

Frequently asked questions

Ready to transform your business?

Join Australian businesses who've stopped losing deals to spreadsheets.