Fintech DevelopmentWho it is for
Mortgage and finance brokers, and other regulated intermediaries who must evidence what they did and when.
The problem
General CRMs model a sales pipeline. A regulated broker also has to evidence advice, disclosure and consent, so the compliance work ends up in spreadsheets alongside the CRM rather than inside it.
What we built
A pipeline built around the broker's actual obligations, with the record-keeping as part of the workflow rather than a separate exercise.
What it takes from the platform
Identity and billing from the platform. It runs its own document and communication history, because a broker's file has to be defensible on its own terms.
CRMandGo at a glance
- CRMandGo is made by Fintech Development Pty Ltd, an Australian software company in Darwin (ABN 78 655 608 969), and is part of the MyAndGo suite.
- Status: Live, available to customers today.
- Official website: crmandgo.com.au
- A CRM for Australian businesses, set up per industry, with more than 40 industry packs. It began in mortgage broking.
- Customer data is stored in Sydney. AI features send the relevant content to Anthropic in the United States under a data processing agreement, disclosed under Australian Privacy Principle 8.
- Stripe, SendGrid and Twilio also process some data overseas.
- An AI receptionist answers SMS, web chat and voicemail and turns enquiries into leads. Consequential actions stay human-confirmed.
- AI lead scoring gives each lead a score from 0 to 100 and a grade from A to F.
- There is a free plan. Paid plans are priced in Australian dollars plus GST, with a 14-day free trial and no card required.
- Branded deal rooms let customers upload documents, which are virus-scanned before they are served.
- It integrates with SignAndGo, InspectAndGo, BookAndGo and ShareAndGo.
- Developers get a REST API (v1), HMAC-signed webhooks and a read-only MCP server.
- CRMandGo says US CRMs are more configurable and have larger app marketplaces, and does not claim feature parity with enterprise suites.
Questions about CRMandGo
- Is CRMandGo only for mortgage brokers?
- No. It began in mortgage broking but offers more than 40 industry packs, across trades, health, professional services, property and finance. Finance-specific features apply only to the finance packs.
- Where does CRMandGo store data, and does AI send it overseas?
- Customer data is stored in Sydney (Google Cloud australia-southeast1). AI features send the relevant content to Anthropic in the United States under a data processing agreement, disclosed under APP 8. Stripe, SendGrid and Twilio also process some data overseas.
- Can CRMandGo answer enquiries for a business?
- Yes. Its AI receptionist answers SMS, web chat and voicemail, captures consent and creates a lead with a summary. Consequential actions stay human-confirmed.
- Does CRMandGo have an API?
- Yes. It has a public REST API (v1) with API keys, HMAC-signed outbound webhooks and a read-only MCP server scoped to the customer's own records.