Customers
AvailableManage customer records, contacts, addresses, and communication history in one place.
Everything in one platform
Kookaburra CRM brings bookings, jobs, invoices, payments, documents, customers and AI workflows into one Australian-built system for small businesses.
Your business at a glance
Track revenue, jobs, bookings and invoices from one dashboard — with the modules you need, when you need them.
Dashboard
Revenue
$24,850
This month
Jobs pipeline
12 active
3 scheduled today
Bookings
6
Next 7 days
Invoices
8 outstanding
$6,420 due
Customer & Sales
CRM, intake, quotes, and client-facing touchpoints.
Leads & Intake
AvailableCapture enquiries, manage intake forms, and convert bookings into jobs without re-keying data.
Quotes
AvailableBuild, send, and track professional quotes with line items linked to customers and jobs.
Consultations
PlannedSchedule and track consultation appointments as a dedicated sales workflow.
Customer Portal
Early accessGive customers a branded portal to view quotes, invoices, and job updates.
Operations
Jobs, scheduling, field teams, documents, and assets.
Jobs
AvailableTrack every job from quote to completion with status, assignments, and linked documents.
Scheduling
AvailableManage calendars, availability, and crew schedules in one operational view.
Field Dispatch
Early accessAssign crews, dispatch jobs, and keep field updates synced with the office.
Documents
In progressUpload, store, and share files linked to customers, jobs, and assets.
Agreements
Early accessSend agreements for e-signature and keep signed documents on the customer record.
Asset Management
Early accessRegister assets, track maintenance, and link equipment to jobs and customers.
Staff
PlannedManage staff profiles, roles, and operational assignments in one module.
Contractors
In progressTrack subcontractors, their details, and how they connect to jobs and costs.
Inventory
PlannedTrack stock on hand, low-stock alerts, and materials used on jobs.
Projects
PlannedGroup jobs, costs, and documents under longer-running project work.
Meeting Links
PlannedShare booking links for consultations and client meetings.
Finance
Invoicing, payments, expenses, procurement, and Australian tax workflows.
Invoices
AvailableCreate GST-compliant invoices, send them to customers, and track what's outstanding.
Payments
In progressRecord payments, reconcile against invoices, and support online payment flows.
Receipts
AvailableCapture and categorise receipts with OCR-assisted data entry.
Expenses
AvailableTrack business expenses, attach receipts, and link costs to jobs or categories.
Purchase Orders
AvailableRaise purchase orders, track approvals, and connect supplier costs to jobs.
BAS / GST
AvailablePrepare BAS periods with GST-ready records and accountant-friendly exports.
Bank Imports
AvailableImport bank transactions and reconcile them against invoices and expenses.
Suppliers
AvailableMaintain supplier records and connect them to purchase orders and expenses.
Commerce
Product catalogue, public store, cart, and order workflows.
Product Catalogue
Early accessManage products, parts, and materials separately from your services catalogue.
Commerce Lite
Early accessRun a hosted product store with cart, checkout, enquiries, and order handoff to quotes and invoices.
Platform
Reporting, integrations, and workspace tooling.
Advanced Reporting
Early accessSurface revenue, workload, and operational metrics in dedicated report views.
Integrations
In progressConnect external tools and sync data through managed integration keys.
Marketing
In progressSync marketing assets and connect growth workflows to your CRM data.
Sandbox Workspace
Early accessExplore Kookaburra CRM in an isolated sandbox before going live with real data.
Kookaburra CRM includes invoicing, GST tracking, BAS-ready reporting and accountant-friendly exports.
Start free trialReady to see it in action?
Start your trial and explore Kookaburra CRM with real workflows, sandbox testing and modular business tools.