OneBookPlus
CRM software that builds your client records for you
Every client's invoices, quotes, jobs and bookings in one timeline. Free on every plan.
Free CRM software for Australian small business. Client records that build themselves from your invoices, quotes and bookings. From $0/month, no card required.
Replaces HubSpot, Zoho, MeMate
In the product
A look inside OneBookPlus CRM
Contact profile with activity timeline
Contacts list with tags and filters
What's included
Everything in OneBookPlus CRM
Client timeline
Every invoice, quote, job, booking and point-of-sale purchase for a client in one chronological view, each with its current status. Open a contact and the whole relationship is on screen in seconds.
Contacts that create themselves
Invoice a new client or take a booking through your online booking page and the contact record is created automatically. Your CRM stays current without anyone doing data entry.
Lead status and source
Mark any contact hot, warm or cold and record where they came from. Chase the enquiries most likely to convert, and learn which channels actually bring you work.
$0
Full CRM included on every plan, even Free
250
Contacts on the Free plan, no card required
0 min
Data entry: contacts auto-create from invoices and bookings
1 timeline
Invoices, quotes, jobs and bookings per client
Simple setup
How OneBookPlus CRM works
Import or start from zero
Upload a CSV from your old CRM or spreadsheet, or just start invoicing. Either way your contact list builds itself from real work, not from data entry sessions.
Every document attaches itself
Each invoice, quote, job and booking you create is linked to the right contact automatically and appears on their timeline the moment it exists.
Open the full picture
Before a call or a job, open the contact: history, balances, notes, lead status and every past interaction in one screen that loads on your phone.
Act without switching screens
Raise the next quote, book the next job, send the invoice or fire off a text from the contact record itself. The follow-through happens where the information is.
CRM Software for Australian Small Business
Most Australian small businesses don't need a complex sales pipeline CRM like HubSpot or Salesforce. They need a simple, searchable place to store every client interaction, invoices, bookings, quotes, payments, notes, in one timeline. OneBook Plus CRM is built for exactly that.
Unlike enterprise CRMs that require training sessions and dedicated administrators, OneBook Plus CRM builds itself as you work. Send an invoice, the contact is created automatically. Take a booking, their service history updates. Log a payment, their balance reflects immediately. Every touchpoint across your business feeds into a single client view, with zero manual data entry.
For Australian service businesses, a CRM that connects to invoicing, bookings, and accounting isn't a luxury, it's the difference between knowing your clients and losing them. OneBook Plus CRM includes contact management, activity timelines, tags and segments, lead source tracking, and CSV import. It's included free on every plan because your client relationships shouldn't be gated behind a paywall.
How we compare
CRM vs the competition
See how OneBookPlus compares to the tools you might already be using.
| Feature | OneBookPlus | HubSpot | Pipedrive | Salesforce |
|---|---|---|---|---|
| Contact management | Yes | Yes | Yes | Yes |
| Activity timeline | Yes | Yes |
Example walkthrough
A day with OneBook Plus CRM
How a Brisbane accountant uses CRM to manage 200+ clients
James opens a client's profile before their quarterly meeting. In one screen he sees: 4 invoices (all paid), last BAS lodgement date, 2 upcoming bookings, and his private notes from their last conversation about restructuring their trust.
During the meeting, he adds new notes directly to the CRM. After the meeting, he creates a quote for advisory work, the client's details pre-fill from the contact record. When the client accepts, James converts it to an invoice without re-entering anything.
At the end of the day, he filters his contacts by 'no activity in 90+ days' and sends a re-engagement email to 15 dormant clients. Three respond within a week with new work. Total time spent on CRM admin: zero, it all happened as a natural part of doing business.
Frequently asked questions
Common questions about OneBookPlus CRM.
Is there a genuinely free CRM in Australia?
Yes. The OneBookPlus Free plan is permanent, not a trial, and includes the full CRM: 250 contacts, the client timeline, tags, notes, lead status tracking, and CSV import and export. You also get 10 invoices and 5 quotes a month plus a hosted booking page, with GST and ABN handling built in. No credit card is required, and the CRM features are not stripped back to force an upgrade.
What is the best CRM for tradies?
The best CRM for tradies is one that works from a phone in the driveway and is attached to quoting and invoicing, so it updates itself. OneBookPlus was built to that test: pull up a client's job history and outstanding balance on site, raise a quote with their details prefilled, and call or text them in one tap. There is no separate sales tool to keep in sync after hours.
What is the difference between CRM software and client management software?
Australian Owned
Built in Melbourne, AU
GST Compliant
ATO-ready from day one
Encrypted & Isolated
TLS in transit, AES-256 at rest, tenant isolation at the database layer, read the security page
Free Plan Available
No credit card needed
Works great with
Other OneBookPlus products that pair naturally with CRM.
About the author
Bishal Shrestha
Founder & CEO, OneBookPlus
Bishal spent a decade running digital projects for Australian small businesses before founding OneBookPlus. He has worked directly with small businesses across Australia, from tradies and restaurants to salons and professional services, and built OneBookPlus to replace the tool stack he watched them wrestle with.
Read the founder bioReady to try OneBookPlus CRM?
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Last reviewed and updated: by Bishal Shrestha
