Service companies sell relationships — and deliver them through projects. Foundbase brings customers, quotes and follow-up into one simple CRM, so sales and delivery stay connected from the first meeting.
Foundbase integrates with accounting, email, calendars, payments and CRM tools so data moves between systems without manual double work.
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E-mail (IMAP/SMTP)Connect company mail via IMAP/SMTP to CRM — incoming and outgoing mail links to the right contact regardless of provider.
GmailSend and receive customer email from CRM. Conversations log on the contact so nothing stays only in the inbox.
Outlook EmailConnect Outlook to CRM so Microsoft 365 users see mail history on leads and customers without switching tools.
In services, sales is rarely a one-off transaction. Customers return, work repeats and new needs appear over time. When contacts live in email and project plans sit in another tool, it gets hard to see who should be contacted — and what was agreed last time.
Foundbase gives service businesses one CRM for lead management and customer relationships, where each contact can link to projects, contracts and follow-ups. That improves visibility into both new enquiries and the ongoing work you already deliver.
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.”
When a new enquiry arrives, it needs an owner and next step quickly — otherwise it disappears in daily work. In CRM you can log source, need and planned follow-up, so sales and project leads work from the same starting point.
When a quote is sent, the conversation stays with the contact. The team can see previous meetings, notes and status, so follow-up happens with the right background — not from memory or scattered emails.
Many service businesses grow through existing customers — new tasks, expansions and annual agreements. Without CRM, you risk missing opportunities because the relationship only exists in project folders and old invoices.
With Foundbase you can track which customers have active work, who is ready for follow-up and when an agreement should renew. That makes sales pipeline relevant even for companies that mainly live on repeat work.
What day-to-day work looks like when leads, quotes and repeat client projects need follow-up — without sales and delivery working in silos.
The enquiry is logged with source, need and owner. Next step is set immediately so requests do not disappear while the team is out on client projects. Website form Monday → task Tuesday: book kick-off meeting and send confirmation.
The contact moves to quote sent with amount, validity and follow-up. Everyone sees when the customer should be contacted again — not only whoever wrote the quote. Quote sent Wednesday → follow-up Friday: call and ask if they have questions on scope.
An existing customer gets a new project logged on the same contact record. History from previous work is ready, so you do not restart the conversation from scratch. Previous client calls with new task → new deal on same company → note: "Same contact as Q1 project".
Framework agreement and renewal date link to the contact. The team can plan follow-up and quotes well before the agreement expires. Service agreement expires in 60 days → task for account owner: send renewal quote and book review.
New need from a customer you already work with is logged as an opportunity in pipeline. You use the relationship without losing sight of ongoing delivery. Client asks about extra service after project → new deal in pipeline → note from project lead attached.
Lost quotes are marked with reason and optional follow-up later. You avoid forgetting relationships that may become relevant again. Lost on price → note: contact again in 6 months → task set for October.
A recommendation from an existing customer is logged with source and link to the referrer. That improves follow-up and thanks to the referrer. Customer A refers customer B → lead with source "referral from Customer A" → thank-you email to A after meeting booked.
Service businesses often sell through conversation, trust and repeat collaboration. CRM should support both new enquiries and ongoing customer relationships — not only one-off deals in a pipeline.
Simple CRM for services gives every customer and contact shared history. That makes it easier to follow up on quotes, plan the next project and see which relationships are ready to expand.
When an enquiry becomes a customer, information should carry forward. In Foundbase, sales can register leads and agreements in CRM while the project team takes over work in task management — without starting over.
Contracts and budget can link to the same customer, so you have visibility into both sales and finances. That gives service businesses fewer systems and better connection between what you sell and what you deliver.
See also CRM for SaaS, construction trades, consultants and other industries — and find the page that best matches your customer work.
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.
See the platform in action and get a quick overview of the core workflows.
We're always ready to show you what Foundbase can do. You're also always welcome to visit our lovely office in Odense, Denmark
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Yes. CRM in Foundbase is built to connect with project management. A customer can have contacts, agreements and history in CRM, while the actual work is planned as projects and tasks.
Yes. You can register new enquiries in the pipeline while keeping track of relationships with customers you already work with. That gives one view of both growth and ongoing collaboration.
No. Foundbase is simple CRM for service businesses that want structure without complex setup. Start with contacts, pipeline and follow-up — and expand as needed.
You mark quote sent with date and next step on the contact. Follow-up can be set as a task, so no enquiry disappears between projects and delivery.
Yes. The contact has one history: meeting notes, quote status and agreements. When a quote is won, the project team can take over with full context — without sales manually forwarding emails.
Existing customers can have multiple deals and notes over time. Framework agreements and renewal dates link to the contact, so you can follow up proactively — not only react when the customer calls.
Yes. Many service businesses start with contacts, pipeline and follow-up — and add projects and contracts as needs grow. Setup is straightforward and does not require a sales administrator.
CRM is the core for many service businesses, but Foundbase also includes project management, contracts with e-signing and budget. Everything connects in one workspace so you avoid tool sprawl between sales and delivery.
