OneBook Plus
CRM
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
A look inside OneBook Plus CRM
Contact profile with activity timeline
Contacts list with tags and filters
What's included
Everything in OneBook Plus CRM
Contact timeline
Every invoice, booking, quote, payment, and note for each client in a single chronological timeline. Never lose context on a client again.
Auto-created contacts
Contacts are created automatically from invoices and bookings — no manual data entry. Your client list builds itself.
Company & individual support
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
How OneBook Plus CRM works
Import or start fresh
Upload a CSV of your existing clients or start adding contacts as you invoice. Either way, your contacts build automatically.
Everything links automatically
Every invoice you send, booking you create, or quote you raise is automatically attached to the relevant contact.
View the full picture
Open any contact and see their entire history — what they've bought, what's outstanding, when they last booked, what you said in notes.
Act from the contact
From one screen you can create a new invoice, send a quote, schedule a booking, or log a note — without navigating away.
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 OneBook Plus compares to the tools you might already be using.
| Feature | OneBookPlus | HubSpot | Pipedrive | Salesforce |
|---|---|---|---|---|
| Contact management | ||||
| Activity timeline |
Real-world scenario
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 OneBook Plus CRM.
Is there a limit on the number of contacts?
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.
Do contacts auto-create when I invoice someone?
Australian Owned
Built in Melbourne, AU
GST Compliant
ATO-ready from day one
Bank-Grade Security
256-bit encryption
Free Plan Available
No credit card needed
Works great with
Other OneBook Plus products that pair naturally with CRM.
About the author
Bishal Shrestha
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.
Ready to try OneBook Plus CRM?
Start free. No credit card required. Upgrade when you're ready.
Last reviewed and updated: March 2026 by Bishal Shrestha