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
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.
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.
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.
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.
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.
Other OneBook Plus products that pair naturally with CRM.
Start free. No credit card required. Upgrade when you're ready.