Available
Customers
Manage customer records, contacts, addresses, and communication history in one place.
Module catalogue
Kookaburra CRM is modular by design. Start with core CRM and operations, then add bookings, field dispatch, finance, AI and more as your business grows.
Customer & Sales
CRM, intake, quotes, and client-facing touchpoints.
Available
Leads & Intake
Capture enquiries, manage intake forms, and convert bookings into jobs without re-keying data.
Available
Quotes
Build, send, and track professional quotes with line items linked to customers and jobs.
Planned
Consultations
Schedule and track consultation appointments as a dedicated sales workflow.
Early access
Customer Portal
Give customers a branded portal to view quotes, invoices, and job updates.
Operations
Jobs, scheduling, field teams, documents, and assets.
Available
Jobs
Track every job from quote to completion with status, assignments, and linked documents.
Available
Scheduling
Manage calendars, availability, and crew schedules in one operational view.
Early access
Field Dispatch
Assign crews, dispatch jobs, and keep field updates synced with the office.
In progress
Documents
Upload, store, and share files linked to customers, jobs, and assets.
Early access
Agreements
Send agreements for e-signature and keep signed documents on the customer record.
Early access
Asset Management
Register assets, track maintenance, and link equipment to jobs and customers.
Planned
Staff
Manage staff profiles, roles, and operational assignments in one module.
In progress
Contractors
Track subcontractors, their details, and how they connect to jobs and costs.
Planned
Inventory
Track stock on hand, low-stock alerts, and materials used on jobs.
Planned
Projects
Group jobs, costs, and documents under longer-running project work.
Planned
Meeting Links
Share booking links for consultations and client meetings.
Finance
Invoicing, payments, expenses, procurement, and Australian tax workflows.
Available
Invoices
Create GST-compliant invoices, send them to customers, and track what's outstanding.
In progress
Payments
Record payments, reconcile against invoices, and support online payment flows.
Available
Receipts
Capture and categorise receipts with OCR-assisted data entry.
Available
Expenses
Track business expenses, attach receipts, and link costs to jobs or categories.
Available
Purchase Orders
Raise purchase orders, track approvals, and connect supplier costs to jobs.
Available
BAS / GST
Prepare BAS periods with GST-ready records and accountant-friendly exports.
Available
Bank Imports
Import bank transactions and reconcile them against invoices and expenses.
Available
Suppliers
Maintain supplier records and connect them to purchase orders and expenses.
Commerce
Product catalogue, public store, cart, and order workflows.
Early access
Product Catalogue
Manage products, parts, and materials separately from your services catalogue.
Early access
Commerce Lite
Run a hosted product store with cart, checkout, enquiries, and order handoff to quotes and invoices.
Platform
Reporting, AI, integrations, and workspace tooling.
Early access
Advanced Reporting
Surface revenue, workload, and operational metrics in dedicated report views.
In progress
AI Assistant
Draft quotes faster, surface insights, and reduce repetitive admin with AI workflows.
In progress
Integrations
Connect external tools and sync data through managed integration keys.
In progress
Marketing
Sync marketing assets and connect growth workflows to your CRM data.
Early access
Sandbox Workspace
Explore Kookaburra CRM in an isolated sandbox before going live with real data.
Not sure which modules you need?
Start a free trial and explore the modules that fit your business — or talk to us for a recommended setup.
Build the stack your business needs.
Start your trial and explore Kookaburra CRM with real workflows, sandbox testing and modular business tools.