Tradespeople and contractors work on the move — but customers and quotes still need follow-up. Foundbase brings contacts, quotes and follow-up into one simple CRM, connected to tasks and contracts.
Foundbase integrates with accounting, email, calendars, payments and CRM tools so data moves between systems without manual double work.
See all integrations
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 construction, sales often happens through quotes, site visits and word of mouth. When enquiries sit in call history and quotes in PDFs, it is hard to see which jobs await a reply — and what was agreed with the customer.
Foundbase gives tradespeople simple CRM for lead management and customer history. Pipeline can follow quotes from enquiry to won job, and tasks can link to the work happening on site.
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.”
New enquiries come by phone, website and referrals. In CRM you log source, address and next step — so no request disappears while you are out on a job.
When a quote is sent, status and follow-up stay with the contact. Office and tradespeople on site work from the same customer view.
A won quote quickly becomes planning, materials and people on site. With Foundbase, CRM can link to projects and tasks so customer info follows the job.
Contracts and agreements can sit with the contact, so you know what was promised — even when several trades and subcontractors are involved.
What sales and follow-up look like when quotes, site visits and on-site jobs need tracking — without inbox chaos.
After site visit, notes, address and quote amount are logged on the contact. Next step is set so follow-up happens — even when you are out on jobs. Site visit Tuesday → quote sent Wednesday → follow-up Friday: call and ask if they have questions.
Deal marked won and linked to tasks and contract. Office and tradespeople on site see the same customer info and agreements. Customer says yes → deal won → task: plan start and send contract.
Scope change is logged as new note or deal on existing customer. You avoid misunderstandings about what was agreed. Customer wants extra work → note + revised quote → follow-up: confirm in writing.
New customer via referral is logged with source and link to referrer. You can follow up and thank whoever referred. Past customer refers neighbour → lead with source "referral" → thank-you after meeting booked.
Sent quotes with no response are marked for follow-up. No enquiries disappear while you are busy on other jobs. Quote sent 10 days ago → task: call and ask about status.
Previous customer calls with new job. History from last project is ready — address, pricing and notes. Customer from last year → new deal on same contact → note: "Prefers morning visits".
Lost quotes are marked with reason and optional follow-up later. The relationship is preserved for future projects. Lost on price → note: contact again in 6 months → task set.
Tradespeople and contractors sell through quotes, trust and referrals. Without structure, enquiries disappear between jobs and follow-up happens too late — or not at all.
Simple CRM for tradespeople gives every customer and enquiry a clear place. That makes quote follow-up more reliable and easier to share between office and people on site.
When a quote is won, information should carry forward into planning and delivery. In Foundbase, CRM can link to projects and tasks so customer details do not need to be found again.
Contracts and agreements can sit with the contact, so everyone knows what was promised. That gives trades businesses better visibility without a heavy sales system.
See CRM for service businesses, freelancers and other industries — and compare how Foundbase adapts to different sales flows.
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
Start a 30-day trial with no credit card — and track quotes, customers and jobs so nothing gets lost between site and office.
No. Foundbase is built to be straightforward. You can start with contacts, quote status and follow-up — and add projects and contracts when it makes sense in daily work.
Yes. Pipeline can follow enquiries, site visits, quote sent and won or lost. That gives visibility into where each case stands — without spreadsheets.
When customer info sits centrally, office and tradespeople see the same history. Site visit notes and agreements stay with the contact, so nobody has to call around for details.
Scope changes can be logged as notes or new deals on existing customers. That gives clear history of what was originally agreed — and what was added.
Yes. The contact has one history: site visit notes, quote status and contracts. Everyone works from the same starting point — whether at the office or out on a job.
Quote sent is marked with date and next step. Follow-up can be set as a task, so enquiries do not disappear between jobs.
Yes. Many start with contacts, pipeline and follow-up — and add projects and contracts as needs grow. Setup is straightforward.
CRM is the core for many trades businesses, but Foundbase also includes project management for jobs, contracts with e-signing and budget. Everything in one workspace.
