CRMandGo - 2026 Pricing, Features, Reviews & Alternatives

CRMandGo is a multi-tenant CRM platform for Australian regulated industries, built on FastAPI and Firestore in australia-southeast1 (Sydney), with a React front end served from Firebase Hosting.

Configuration: industry vertical packs (mortgage broking, insurance broking, real estate, recruitment, legal practice, migration, trades, dental, marketing agency, generic) define pipeline stages, document checklists and intake forms at onboarding. A Blueprint layer declares custom objects and field types, so the schema is configurable rather than fixed.

Lead flow: capture from web forms, smart-form intake links, inbound email and partner webhooks; AI lead scoring via Claude; four allocation modes (manual, round-robin, claim-first, and P1-P5 priority banding); org-scoped global search across leads and clients.

Document collection: client-facing deal rooms with tracked document requests, gated verification, and AI document-type and name checking on upload. Identity and licence vision tasks route onshore to Vertex AI in australia-southeast1 and never fall back offshore. General AI (lead scoring, reception) runs on Claude with overseas processing disclosed.

Telephony: in-app softphone with presence, call recording, transcription, call analytics, a reception inbox with routing, and a real-time compliance copilot that streams the live call and raises severity-graded flags mid-conversation.

Automation and comms: no-code workflow builder fired from event hot spots, email and SMS from the client card with template management and consent tracking, marketing campaigns with audience segments, scheduled follow-up and escalation jobs, in-app notifications, and server-sent events for real-time updates.

Partners and revenue: partner portal, partner discovery, referral agreements, referral fee tracking, commission reconciliation against the deal book.

Integration: public REST API v1 with org-scoped API keys (designed for Zapier, Make and custom clients), Monday.com import and connection with Fernet-encrypted credential storage, an MCP server endpoint, and native links to BookAndGo, SignAndGo, InspectAndGo and BrandAndGo.

Security: dual-Firebase auth with ecosystem SSO (Google, Microsoft, email and magic link), two-factor authentication, httpOnly session cookies, double-submit CSRF, Firebase App Check with reCAPTCHA Enterprise, role-based org scoping, plan-based feature gating, IAM-signed storage URLs, and an audit log written on every mutation.