CRMandGo review
A migration-focused CRM with a free plan and applicant portal, available on the web.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
CRMandGo is a cloud CRM configured for migration agents, with case stages, document checklists and tools for managing enquiries through to client files. It is aimed at solo and small practices that want migration-specific workflows rather than a general contacts database. The system captures enquiries through web chat, SMS and missed-call text-back, and supports visa-specific intake forms, referral tracking, fee recording and electronic signing through SignAndGo. A branded applicant portal and deal room give clients a way to submit documents.
Its clearest point of differentiation is the connection between lead qualification and case administration. AI features score leads and summarize enquiries, while migration-specific pipelines and checklists organize the subsequent case work. Referral partner tracking, real-time updates and analytics extend that workflow for teams managing relationships and case progress. SignAndGo is listed for electronic signing; Claude and ChatGPT are also named integrations. The platform includes an audit trail and optional two-factor sign-in, and its data is stored in Sydney. Practices looking for migration-oriented intake and document collection may find this combination a closer fit than a CRM centered on general sales.
Pricing starts with Personal at AUD 0 per month for contacts, leads and pipeline. Starter costs AUD 29 per month and adds AI lead scoring, deal packs, document collection, client deal rooms and lead allocation. Professional adds partner portals, deal tracking, analytics and advanced lead routing; Business adds custom branding, recruitment/ATS, API access, webhooks and priority support. Enterprise includes dedicated support and an SLA, custom integrations, and unlimited seats and clients. A 14-day trial is available without a card requirement. The web-only platform may not suit agents who need a native mobile app. Practices needing the higher-tier tools should compare those plans before choosing; those seeking only a basic CRM may find Personal enough, while firms needing mobile access should look elsewhere.
CRMandGo pros and cons
- Where it wins
- Migration-specific pipelines, terminology and document checklists
- Branded applicant portal and deal room for document submissions
- Free Personal plan; Starter adds AI lead scoring and deal packs
- Where it doesn't
- Web-only access; no native mobile platform is listed
- Personal covers core contacts, leads and pipeline only
- Partner portals and advanced routing appear on Professional, not Starter
CRMandGo fact sheet, pricing and score →
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