---
description: Review of CRMandGo Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: CRMandGo | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [CRM Software](/directory/4153/crm/software) > [CRMandGo](/software/557704/CRMandGo)

# CRMandGo

Canonical: https://www.softwareadvice.co.nz/software/557704/CRMandGo

> CRMandGo is for Australian businesses that live on referrals and have to prove what they did: mortgage and insurance brokers, real estate agencies, recruiters, legal practices and migration agents. If your work is a regulated pipeline rather than a simple sales funnel, a generic CRM makes you rebuild it yourself. This one arrives already shaped.

You pick your industry at setup and get a preconfigured vertical pack: the pipeline stages your trade actually uses, the document checklist each deal needs, and the intake forms that collect it. From there, leads arrive from your website, your inbox or a partner webhook, get scored by AI, and are allocated to the right person by whichever rule suits your office: manual, round-robin, claim-first, or a priority band from P1 to P5.

The part most CRMs leave out is the middle: getting documents out of the customer. A deal room gives each client a branded space to upload what you asked for, tracks which requests are still outstanding, and verifies documents on arrival. Identity and licence checks are processed by AI hosted in Australia, not offshore.

Calls live in the CRM rather than beside it. There is a softphone, call recording, transcription and analytics, and a real-time compliance copilot that flags risky language while the call is still happening rather than in an audit six months later.

Around that: email and SMS from the client card with templates and consent tracking, marketing campaigns with segments, no-code workflow automation triggered by events, a partner portal with referral agreements and commission reconciliation, tasks, an activity timeline, global search, and a public REST API with org-scoped keys for anything you want to wire in yourself.

Single sign-on with Google or Microsoft, two-factor authentication, role-based access and an audit log on every change. Your data is stored in Sydney. Overseas AI processing is disclosed rather than buried.

Built in Australia, for Australian compliance obligations.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Fintech Development Pty Ltd

## Commercial Context

- **Starting Price**: A$29.00
- **Pricing model**: Per User (Free version available) (Free Trial)
- **Pricing Details**: Flat monthly pricing in Australian dollars, billed per plan rather than per record. Every paid plan includes a 14-day free trial and no credit card is required to start.

Personal is free forever for a solo operator: 1 user and 10 clients, with the pipeline, leads and client records included so you can see the product working on real data before paying anything.

Paid plans are Starter at $29/month (3 users, 50 clients), Professional at $59/month (5 users, unlimited clients), and Business at $99/month (10 users, unlimited clients) which adds white-label branding, the recruitment module and API access. Enterprise is quoted individually for unlimited users, custom integrations and an SLA.

Annual billing is charged at ten months for twelve, so two months are free. Running CRMandGo alongside any other AndGo product (SignAndGo, BookAndGo, BrandAndGo and others) takes a further 20 per cent off.

No setup fees, no lock-in contract, and no per-seat surprises inside a plan. Your data is stored in Sydney under the Australian Privacy Principles.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile)
- **Supported Languages**: English
- **Available Countries**: Australia

## Features

- AI Copilot
- AI Text Generation
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audience Targeting
- Batch Processing
- CRM
- Calendar/Reminder System
- Call Center Features
- Campaign Management
- Commission Management
- Communication Management
- Contact Database
- Contact Management
- Cross-system Integration
- Customer Database
- Customer Engagement
- Customer Segmentation

## Integrations (4 total)

- Claude
- Google Workspace
- Microsoft 365
- monday.com AI Work Platform

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/557704/CRMandGo)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/557704-CRMandGo/> |
| en-AU | <https://www.softwareadvice.com.au/software/557704/CRMandGo> |
| en-GB | <https://www.softwareadvice.co.uk/software/557704/CRMandGo> |
| en-IE | <https://www.softwareadvice.ie/software/557704/CRMandGo> |
| en-NZ | <https://www.softwareadvice.co.nz/software/557704/CRMandGo> |

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