OneBook Plus
Every client. One place.
Stop losing track of leads and clients. Every contact, invoice, booking, quote, and payment lives in one searchable timeline. Built for small to medium business — not enterprise.
Replaces HubSpot, Pipedrive, Salesforce
In the product


What's included
Every invoice, booking, quote, payment, and note for each client in a single chronological timeline. Never lose context on a client again.
Contacts are created automatically from invoices and bookings — no manual data entry. Your client list builds itself.
Track both individual clients and business accounts. Link contacts to companies. Invoice the company, track the person.
360°
Client view — invoices, bookings, payments, notes
0 min
Contact data entry — auto-created from invoices
1 place
For every client interaction across your business
Free
CRM included on every OneBookPlus plan
Simple setup
Upload a CSV of your existing clients or start adding contacts as you invoice. Either way, your contacts build automatically.
Every invoice you send, booking you create, or quote you raise is automatically attached to the relevant contact.
Open any contact and see their entire history — what they've bought, what's outstanding, when they last booked, what you said in notes.
From one screen you can create a new invoice, send a quote, schedule a booking, or log a note — without navigating away.
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
See how OneBook Plus compares to the tools you might already be using.
| Feature | OneBookPlus | HubSpot | Pipedrive | Salesforce |
|---|---|---|---|---|
| Contact management | ||||
| Activity timeline |
Real-world scenario
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.
Common questions about OneBook Plus CRM.
The free plan includes up to 50 contacts. Paid plans offer 500 to unlimited contacts depending on your tier. You can always upgrade as your client list grows.
Built in Melbourne, AU
ATO-ready from day one
256-bit encryption
No credit card needed
Other OneBook Plus products that pair naturally with CRM.
About the author
Founder & CEO, OneBookPlus
Bishal has over a decade of experience in digital marketing, web development, and small business consulting across Australia. He has worked directly with 200+ Australian small businesses — from tradies and restaurants to salons and professional services — understanding their operations, pain points, and growth opportunities.
Start free. No credit card required. Upgrade when you're ready.
Last reviewed and updated: March 2026 by Bishal Shrestha
Create an invoice, raise a quote, or schedule a booking directly from a contact's profile — everything connected.
Instant search across all clients by name, email, phone, or company. Filter by last activity, invoice status, or business type.
Add private notes to any contact. Record preferences, special instructions, or anything else your team needs to know.
Import your existing contacts from a CSV. Map your columns to OneBookPlus fields and your entire client list migrates in minutes.
Archive old or inactive contacts rather than deleting them. Restore any time. Your data is never lost.
| Auto-created contacts |
| Connected to invoicing |
| Connected to bookings |
| Email marketing |
| GST invoicing built in |
| No training required |
| Australian tax compliance |
| Free plan available |
| Price | From $0/mo | From $0/mo | $24+/mo | $25+/mo |
Yes. When you create an invoice and type in a new client's email, OneBookPlus creates the contact automatically. You never need to manually enter clients twice.
Yes. Export a CSV from your existing system (Xero, Google Contacts, Excel, etc.) and import it into OneBookPlus. Map your column headers and your contacts migrate in minutes.
Yes. Any team member you invite can access the CRM. You control their permission level — they can view, edit, or have admin access.
OneBookPlus CRM is focused on service businesses — tracking clients, their invoices, bookings, and payments. It doesn't have sales pipeline stages like HubSpot. If you need deal stages, the integration with Xero or dedicated tools may suit you better.
OneBook Plus
Your numbers. At a glance.
© 2026 OneBookPlus. Founded by Bishal Shrestha. Made in Melbourne.