Built for Australian Marketing Agencies
Retainers on schedule. Concentration in view.
Scope-of-work proposals, recurring retainer invoicing, project + retainer pipeline, team time tracking and a top-client concentration view — all in one place. Built for AU agencies who'd rather grow than reconcile.
Free Tools & Resources
Reference material for agency owners and account leads
Start a Service Business
8-step founder guide — ABN, GST, PI, engagement letters, pricing, first 10 clients for consultants, agencies, and freelancers.
Open →Operator GuideProject Pricing Models
Hourly vs fixed-fee vs retainer vs value-based — when each model wins, AU benchmarks, and how to phase fees.
Open →ReferenceScope of Work Template
Drafting a tight SOW — deliverables, acceptance criteria, scope creep clauses, change-request workflow.
Open →ReferenceProfessional Indemnity for Services
PI insurance for consultants, marketing agencies, and freelancers — typical $1–5M cover, premium ranges, run-off.
Open →InteractiveConsultant Hourly Rate Calculator
Interactive — target salary, billable utilisation, overheads, GST + super, daily/hourly rate.
Open →Key takeaways
5- OneBookPlus is agency management software for Australian marketing, creative, digital, PR and content agencies (1–20 people) — proposals, retainers, project pipeline, time tracking, CRM and GST-compliant invoicing. From $0/mo (Free), $29/mo (Starter), $69/mo (Growth, AUD).
- Industry-typical agency management fee on managed media spend is 10–20% of the media buy (e.g. a $50,000/month Meta + Google Ads budget produces $5,000–$10,000/month of agency fee revenue on top of the pass-through cost). OneBookPlus tags media pass-through separately from fee revenue on invoices so revenue reporting reflects what the agency actually earns, not the gross media volume routed through it.
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- Monthly retainer billing should be recognised over the service period per AASB 15 / IFRS 15. OneBookPlus tracks both cash-received and accrual-basis revenue so your management accounts and statutory financials reconcile cleanly.
- GST is charged on agency fees and on the on-charge of media spend to AU clients — OneBookPlus calculates 10% GST on every invoice line, including media pass-through, with ABN displayed and BAS-ready export built in.
- Industry-typical agency utilisation benchmarks: 65–75% billable hours for production roles (designers, copywriters, strategists); 35–55% for senior account/leadership roles. OneBookPlus tracks time per team member against those rates, so under-utilisation surfaces on the dashboard before it hits the P&L — per-role utilisation rollups are on the roadmap.
Everything for the agency
Built for how agencies actually run
Retainers, projects, proposals, time, concentration risk and CRM — the operational layer you need, without the PSA-suite price tag or the bloat that comes with mid-market tools.
Retainer Invoicing On Schedule
Monthly retainer + project work + media-spend pass-through on one branded invoice. Recurring schedule fires GST-compliant invoices automatically — set once, never miss a 1st-of-the-month send.
Scope-Of-Work Proposals
Build a proposal with deliverables, milestones, fees and terms. Client accepts on their phone — the project opens automatically, kickoff brief drops into the workspace, retainer schedule fires.
Project + Retainer Pipeline
Active retainers, in-flight projects, pending proposals on one board. Budget, hours used, next milestone per engagement — drag to update, owner per lane, value rolled up.
Team Time Tracking
Per-team-member timers logged to retainers and projects. Senior strategists, juniors and contractors all on different billable rates. Utilisation rollups show who's billable, who's slammed, who has capacity.
Client CRM with Engagement Timeline
Every client with every proposal, project, retainer, invoice, note and email on one timeline. When a client account-manager hands over, the new lead picks up everything in one screen.
Top-Client + Concentration Risk
Dashboard surfaces top clients by month-revenue with a concentration-risk callout when one client crosses 40% of billings — so you spot dependency on a single account before they churn.
See it in action
The screens you'll actually use.
Not mockups — these are the real product screens for your day-to-day.
Retainer invoices on a schedule
Monthly retainer + project work + media spend pass-through — all on one branded invoice. Recurring schedule fires GST-compliant invoices automatically.
Project + retainer pipeline
Active retainers, in-flight projects, pending proposals — one board with budget, hours used and next milestone per engagement.
Scope-of-work proposal, accepted online
Build a proposal with deliverables, milestones and price. Client accepts on their phone — kickoff brief drops into the workspace automatically.
Agency dashboard with concentration risk
Top clients by month-revenue with a concentration-risk callout when one account crosses 40% of billings, plus quote conversion, avg days-to-pay and the oldest-overdue marker. The metrics that matter when one client churn could swallow the quarter.
From chemistry call to paid
How OneBookPlus works for an agency
Four steps from chemistry call to invoiced retainer — designed around how AU marketing agencies actually deliver and bill.
Prospect books a chemistry call
New business books a discovery slot through your booking page. Intake form captures vertical, budget range and current marketing stack.
Send a scope-of-work proposal
Build a proposal with deliverables, milestones, retainer amount and project fees. Client accepts on their phone — the engagement opens automatically.
Deliver and track time
Team timers log activity to retainers and projects. Pipeline shows where every engagement sits. Billable hours and outstanding balance per client roll up to the dashboard as work accumulates.
Invoice on schedule
Monthly retainer fires automatically. Project milestones invoice on completion. Media-spend pass-through reconciles separately. All GST-compliant, all branded.
Trusted by AU marketing agencies
100%
GST-compliant invoicing with your ABN
Auto
Retainer invoicing on schedule
1
Platform — proposals, retainers, projects, CRM
$0
Free plan to start — no card required
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
Frequently asked questions
Common questions about management software for AU marketing agencies.
How does OneBookPlus handle media-spend pass-through?
You add media-spend as a line on the invoice — typically with a markup percentage your client has agreed to in the SOW (10–20% is industry-typical for managed-media services). Pass-through is tagged so you can separate fee revenue from media volume when you export to your accounting tool; full per-project P&L is on the roadmap.
Can I run different retainer tiers for different clients?
Yes. Each retainer is per-client — set the monthly amount, included hours/deliverables, true-up policy and renewal terms in the proposal. The recurring invoice schedule is per-engagement, so a $4,000/month retainer client and a $12,000/month retainer client both run cleanly side by side.
Will OneBookPlus replace our project management tool?
Honest answer: no. OneBookPlus is the commercial layer of the agency — proposals, retainers, project pipeline-by-stage, time tracking, invoicing, client CRM. It doesn't replace Asana/ClickUp/Monday for task management or creative review-and-approval flows, and we don't pretend to. Most agencies keep their PM tool and use OneBookPlus for the money side. The pipeline view tracks engagement status (proposal → in-delivery → invoiced), not individual production tasks.
How is this different from Teamwork, Accelo or HubSpot Agency Hub?
Teamwork/Accelo are mid-market agency suites with project-management depth and a price tag to match ($50–$300+/user/month). HubSpot Agency Hub is a CRM layer on the marketing automation suite. OneBookPlus is the modern, lean alternative for small-to-mid agencies (1–20 people) who want proposals + retainers + project pipeline + invoicing in one tool, AU-first, from $29/month. We don't pretend to be a full PSA suite — we're the practice-side stack without the bloat.
Does it integrate with the ad platforms (Meta, Google Ads)?
OneBookPlus has Google Ads management as an installable app for agencies that resell media. Direct Meta API integration is on the roadmap; today, most agencies report media spend manually as a line item on the monthly retainer invoice, which keeps the books cleaner anyway. Pass-through is tagged separately from fee revenue so your reporting stays honest when you export to Xero or MYOB.
Can I give clients a portal to see deliverables and invoices?
Yes. Each client has a portal showing their outstanding invoices, deliverables in progress and project status. They can pay invoices online via Stripe (AUD, no conversion fees). It cuts the "where are we up to" emails substantially.
Will it scale to a 10–20 person agency?
Yes. The Growth plan ($69/month) covers unlimited team members, role-based access (account managers see their clients only, partners see everything), per-team-member time tracking, per-timekeeper billable rates (senior strategist vs producer on the same project), and outstanding-receivables rollups. Above 20 people, you start needing dedicated PSA capability — talk to us about it.
How do I migrate from Teamwork, Accelo or another PSA?
Clients and contacts import from a CSV — every PSA exports them. Active retainers we recommend re-creating in OneBookPlus on a clean 1st-of-month switchover so the recurring schedule has a clean start date; the historical retainer ledger stays in your old tool for audit. In-flight projects can be either re-created (if the team prefers a fresh slate) or carried forward as engagements with start-date backdated. Stripe customer records migrate without forcing a re-card. Most 5–10 person agencies are operational within a fortnight; the trickiest piece is usually agreeing internally on what to leave behind versus carry forward.
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 extensively with Australian marketing, creative and digital agencies — from solo founders to 20-person shops — on retainer billing, scope-of-work proposals, client concentration analysis and team utilisation.
How OneBookPlus works for an agency
Marketing agencies make money two ways: a retainer that bills predictably every month, and project work that bills on milestones. Most agencies (sub-20 people) run this on an awkward stack — Teamwork or Accelo for projects (mid-market price tag), HubSpot for the CRM, Calendly for chemistry calls, Toggl for time, Xero for the actual invoicing. OneBookPlus collapses that into one platform with the AU-first details built in: GST on every line including media pass-through, ABN validated against the Australian Business Register, BAS-ready export, Stripe Pay Now in AUD.
The platform is designed around the agency operating model. Prospects book a chemistry call through your branded booking page — intake captures vertical, budget and current stack. You build a scope-of-work proposal with deliverables, milestones, retainer amount and project fees; the client signs electronically and the engagement opens with the kickoff brief attached. As your team works, timers log to retainers and projects per team member at their own billable rate, with the engagement rate as a fallback — senior strategist, account manager and producer all bill at their configured per-timekeeper rates. The retainer schedule fires monthly invoices automatically; project milestones invoice on completion; media pass-through reconciles as a separate line so your fee-revenue margin stays honest.
Margin and utilisation that matter
The dashboard surfaces top clients by month-revenue with a concentration-risk callout when one client crosses 40% of billings, or your top three exceed 75% — so dependency on a single account becomes visible before they churn. Quote-to-invoice conversion (90d) sits next to it, alongside time-tracked-today rolling from your team's timesheets. Per-engagement P&L is on the roadmap, not in today's dashboard; what's shipped is the leading indicators that matter for retainer-led agencies: concentration, conversion, billable hours, outstanding receivables.
Getting started
Sign up for free — no credit card. Add your team, set per-role billable rates, define your service types (strategy, creative, paid media, content, SEO, PR — whichever fits the agency). Import your client list from a CSV or HubSpot export. Set up your booking page and drop the link in your new-business email signature. Most agencies are operational within an hour. The free plan supports up to five active clients with unlimited invoices — enough to test on a real retainer cycle before committing. Above five clients, the Starter or Growth plan covers the full agency.
Retainers on schedule. Concentration in view.
Join Australian agencies that run their practice on OneBookPlus. Free to start — upgrade when you're ready.
Get Started FreeLast reviewed and updated: by Bishal Shrestha
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