AI assistant for small business operations

Bring CRM, tasks, contracts, email and calendar into view. Ask the assistant to find relevant context, suggest a next step and prepare an action in your workspace.

Try Foundbase with sample data

The Foundbase AI assistant and the tools it works with

Three workflows you can try

Prioritize the day
Which tasks and follow-ups need my attention today?
Review tasks, deadlines and calendar events. Use the suggested next action to decide what to do and who owns it.
Explore task boards and lists
Follow up on a deal
Show open deals with no upcoming follow-up.
Open a deal and review its history. Ask for a follow-up with an owner and due date, then check the prepared action.
See the pipeline and follow-ups
Prepare an email reply
Draft a reply using the latest email and the customer agreement.
Choose the relevant thread from a connected account. Check the recipient, agreement and date before you send.
See email integration in CRM

Access and actions

The assistant works with data you can access. Connected email and calendar require Starter or above after the trial. Review drafts and actions before approving them when Foundbase asks you to.

See plans and pricing See supported integrations Connect ChatGPT or Claude

Get started

Give your team an assistant that knows the whole business

Start free in your own workspace, or explore a live demo with sample data first.

Try Foundbase free for 14 days

No credit card required
Then stay on Free with CRM and task management
Or choose a plan with unlimited AI, contracts, e-signatures, budgets, integrations and automations