Built in the EU
Light CRM for freelancers managing their own leads
As a freelancer you are both seller and delivery. Foundbase gives you simple CRM for contacts, follow-up and quotes — without enterprise setup that eats your time.
Connect CRM with the tools you already use
Foundbase integrates with accounting, email, calendars, payments and CRM tools so data moves between systems without manual double work.
See all integrations
CRM
Accounting
- E-mail (IMAP/SMTP)
Connect company mail via IMAP/SMTP to CRM — incoming and outgoing mail links to the right contact regardless of provider.
- Gmail
Send and receive customer email from CRM. Conversations log on the contact so nothing stays only in the inbox.
- Outlook Email
Connect Outlook to CRM so Microsoft 365 users see mail history on leads and customers without switching tools.
Communication
As a freelancer you are seller and delivery — CRM should stay light
Freelancers rarely need a heavy sales system — but they do need clarity. When leads sit in notes, LinkedIn and email threads, it is easy to forget follow-up or send quotes too late.
Foundbase is simple CRM for freelancers where you can bring contacts, pipeline and next steps together. When a client says yes, work can continue as projects and contracts in the same platform — without switching tools.
CRM for solo sellers and freelancers
Clear view of leads and follow-up — without unnecessary fieldsPipeline you actually use day to day as a freelancerSales flow connected to tasks and contracts in one platform
Why our users love us
Companies and teams use Foundbase for clearer overview and fewer systems in daily work.
“I have been looking for the right functional and user-friendly tool that can help with everything from project management, financial management, sales work, etc. The answer to this is Foundbase.”
“Foundbase has become my go-to tool for creating structure and focus in my workday. It shows me which tasks matter most today and gives me peace of mind because I know exactly what to sit down and start on.”
“What helped us most was the CRM and AI import. We imported more than 1,000 leads automatically, which made the overall onboarding process fast and smooth.”
Selling without losing the thread
As a solo seller you have to remember everything: who you spoke with, what you agreed and when to follow up. In CRM each contact gets status and next action, so nothing disappears between jobs.
Pipeline does not need to be complex. A few clear stages — new contact, quote sent, in conversation, won — give enough structure to prioritise the right enquiries.
From lead to paid work
When a client accepts, sales should quickly become delivery. With Foundbase you can connect CRM to tasks and contracts, so the agreement and the work live in the same place.
You do not need a separate project tool and a CRM. As a freelancer you get one workspace for both sales and delivery — with room to grow if you later hire or collaborate.
- light setup without a sales administrator
- contacts, notes and follow-up in one place
- projects and contracts from the same customer
Typical freelancer scenarios in CRM
What sales and follow-up look like when you juggle leads, quotes and delivery alone — without enterprise setup.
Inbound lead
New enquiry is logged with source and next step. You know immediately who to contact today — even when you are mid-project. LinkedIn message Tuesday → task Wednesday: send intro and book 15-min call.
Proposal sent
Contact moves to proposal sent with amount and follow-up. You do not forget to follow up, even when several conversations run in parallel. Proposal sent Friday → follow-up Monday: "Any questions on pricing?"
Client follow-up
After meeting or proposal, next contact is set with notes from the conversation. History stays with the contact — not your memory. Meeting done → note: "Will decide after Q2 budget" → task 1 April.
Won engagement
Deal marked won and linked to tasks and contract. Sales quickly becomes delivery without digging through emails again. Client says yes → deal won → task: send contract and plan kick-off.
Repeat client
Previous client returns with new work. You see history, pricing and notes from last time — and do not start from scratch. Client from last year calls → new deal on same contact → note: "Prefers fixed price".
Lost proposal
Lost deals are marked with reason and optional follow-up later. You do not lose relationships that may become relevant again. Lost on timing → note: contact again in 3 months → task set.
Referral from network
Recommendation from colleague or past client is logged with source. You can follow up and thank the referrer. Past client refers new contact → lead with source "referral" → thank-you email after meeting booked.
Guide: CRM for freelancers and solo sellers
Why freelancers need CRM
As a freelancer, sales is a constant part of work — but rarely your only task. Without structure, leads disappear in daily work and follow-up happens too late or not at all.
Light CRM for freelancers gives you one place for contacts, status and next steps. It does not need to be a large sales system — just enough structure to know who to contact today.
How freelancers use Foundbase CRM
Start by registering new enquiries and giving them a clear place in the pipeline. Save meeting notes and set follow-up, so sales work does not compete with delivery in your head.
When a client says yes, you can create tasks and send contracts from the same platform. That saves time and improves clarity — especially if you grow from solo to a small team.
CRM for other industries
Explore CRM for consultants, service businesses and other industries — and see how Foundbase adapts to different sales flows.
Other tools that work well with CRM
A CRM delivers the most value when customers, follow-ups and sales do not stand alone. In Foundbase, CRM connects with tasks, contracts, budgets and automations so your team can carry relationships from first conversation to concrete work, agreement and follow-up.
Want to know more?
Try live demo
See the platform in action and get a quick overview of the core workflows.
Let's show you what Foundbase can do!
We're always ready to show you what Foundbase can do. You're also always welcome to visit our lovely office in Odense, Denmark
Get started with CRM
Create a free account in minutes — no credit card. Track your own leads, quotes and follow-ups without a heavy sales system.
Frequently asked questions
No. Foundbase is designed to be straightforward to start with. You can begin with contacts, pipeline and follow-up — and add projects or contracts when you need them.
Yes. Many freelancers mainly use CRM for contacts and follow-up. Project management and contracts are there when you want sales and delivery together — but you choose what to activate.
You can mark when a quote was sent, set the next step and save notes on the contact. That makes timely follow-up easier — even when you have many parallel conversations.
Most start with a few stages: new contact, quote sent, in conversation, won, lost. That gives enough structure to prioritise without spending time on sales administration.
Yes. Foundbase grows with you — several people can share contacts, notes and pipeline when you get help or hire. The same customer history carries forward.
When a client says yes, you can create tasks and send contracts from the same platform. The contact has history from lead to agreement — without switching tools.
Most freelancers start by importing or creating contacts and setting up a simple pipeline. Setup is straightforward — focus is on follow-up, not configuration.
CRM is the core for many freelancers, but Foundbase also includes project management, contracts with e-signing and budget. Everything in one workspace so you avoid paying for and switching between multiple tools.