Retainers on schedule. Concentration in view.

You add media-spend as a line on the invoice, typically with a markup percentage your client has agreed to in the SOW (10% to 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.

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.

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.

Teamwork and Accelo are mid-market agency suites with project-management depth and a price tag to match. HubSpot Agency Hub is a CRM layer on the marketing automation suite. OneBookPlus is the modern, lean alternative for small-to-mid agencies (1 to 20 people) who want proposals + retainers + project pipeline + invoicing in one tool, AU-first, from $29/month. We do not pretend to be a full PSA suite, we are the practice-side stack without the bloat.

OneBookPlus has Google Ads management as an installable app for agencies that resell media, at $99/mo on top of your plan. 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.

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.

Yes. The Growth plan ($69/month) covers 10 logins, with extra logins at $9/mo each, and people you roster but who never sign in are free and unlimited. On top of that: 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.

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 to 10 person agencies are operational within a fortnight; the trickiest piece is usually agreeing internally on what to leave behind versus carry forward.