CRM for Australian small businesses · Built in Australia
Most CRMs are built for sales teams: pipelines, deal stages, forecasts. A small service business needs something plainer and more useful — every customer in one place, with what they booked, what you did, what they paid and what you said to each other, without paying a full subscription for every person who needs to see it. Trimsy is that CRM, with the bookings, jobs, invoices and payments built in rather than bolted on.
14 days free · No credit card · $24.99/mo
The problem
With Trimsy
A customer record means something different to a groomer, a plumber and a migration agent. The fields, stages and history adapt to each.
Salons, clinics, groomers, studios, tutors — where the relationship is a run of visits.
Plumbers, electricians, cleaners, pest control — where the relationship is a property and its jobs.
Migration agents, brokers, consultants — where the relationship is a file of documents and deadlines.
Why it matters
The reason small-business CRMs die is not the software. It is that somebody has to type the visit, the job and the payment into it after the fact, and after a busy week nobody does. In Trimsy the booking, the job, the invoice and the payment are made in the same system, so the customer file fills itself in as the work happens.
That is also why adding a person is $7 a month rather than another full subscription. A customer history the front desk, the van and the owner can all see is the whole point — and a $40 seat is a reason to leave someone off.
From the first enquiry to the repeat visit, on one customer record.
Bookings, jobs, quotes, invoices, payments, photos, documents and notes on one screen — not spread across an inbox, a phone and a filing cabinet.
Search by name, phone, address or job number and get the whole history while they are still on the phone.
Group customers however you work — regulars, commercial, warranty, do-not-service — and act on a group at once.
Add your own fields to the customer record, so it holds what your business tracks rather than what a sales team would.
Emails and SMS threaded onto the customer, sent from the record, so the history does not depend on who was cc’d.
Website forms, phone calls, walk-ins and referrals captured in one place, each with an owner and a next step.
Drag leads through your own stages — new, contacted, quoted, won, lost — and see what is stalling and why you lost.
Spot customers overdue for a visit or a service and send the reminder, instead of waiting for them to think of you.
Bill the business, name the individual, keep both on the record — for agents, strata, builders and corporate accounts.
Each person sees what their job needs — not your margins or your whole customer list.
It is your customer list. Export it whenever you like, and honour a request to be forgotten when a customer makes one.
Source reporting on enquiries and won work, so the marketing spend follows the evidence.
What it costs
A flat monthly fee in AUD. Nothing per booking, nothing per job, and the card rate you pay is your provider's own — Trimsy adds nothing to it.
$24.99 /month
$24.99/mo · $49.99/mo
Every answer here is checked against the product, including the bits that are a plain no.
Start free trialA CRM — customer relationship management system — is one place that holds who your customers are and everything that has happened between you: enquiries, bookings, work done, invoices, payments and conversations. A small business needs one from the day the owner can no longer hold all of that in their head, which is usually sooner than they think. The test is simple: when a customer rings, can whoever answers see their history before the call ends?
Those are sales CRMs: they are built around pipelines, deals and forecasting for a sales team, and the rest of your business lives in other tools. Trimsy is built for service businesses, so the customer record is tied to the things you actually do — the booking, the job, the quote, the invoice and the payment are made in the same system and land on the customer’s file by themselves. If you run an outbound sales team, a sales CRM is the better fit. If you serve customers, this is.
Not in the way most CRMs mean it. Essential is $24.99 a month and includes one staff member; Growth is $49.99 and includes three. Beyond that, each extra person is a $7 seat on either plan — not another full subscription, and never a forced move to a bigger tier. Most CRMs charge $30 to $100 per user per month, which quietly becomes a reason to keep people off it, and a customer history the person answering the phone cannot open is not doing its job.
Yes. You can import your customer list from a CSV — name, email, phone and loyalty points — and start attaching bookings, jobs and invoices to them from day one. Past invoices from another system stay in that system; keep read-only access to it for your records.
Yes. Enquiries from your website, phone calls, walk-ins and referrals land in one list, each with an owner and a follow-up date. You move them through your own stages, overdue follow-ups sit at the top of the list, and when you win the work the lead becomes a customer with the job attached — scope and price carried across.
Trimsy is built in Australia and hosts its data in Australian data centres. It is your customer list: you can export it at any time, and you can action a customer’s request to have their details removed.
Essential is $24.99 AUD a month with one staff member, Growth is $49.99 with three, and extra staff are $7 each. There is no commission, and a 14-day free trial that does not ask for a card. The CRM is not an add-on: it comes with bookings, the walk-in queue, POS, payments, jobs and invoicing on both plans.
Get started
14 days, no credit card, and your data comes with you if you leave.
