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.
Built in the EU
Simple CRM for tradespeople with quotes, jobs and site work
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.
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
Tradespeople sell on trust and quotes — CRM should work on the move
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.
CRM for tradespeople and contractors
Quotes and enquiries together — even when you are on siteCustomer history shared between office and tradespeopleCRM connected to tasks and contracts in Foundbase
- Quotes and enquiries together — even when you are on site
- Customer history shared between office and tradespeople
- CRM connected to tasks and contracts in Foundbase
Customer testimonials
Why our users love us
Companies and teams use Foundbase for clearer overview and fewer systems in daily work.
01
Quotes and enquiries without inbox chaos
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.
- enquiries with source and next action
- quote status visible to the whole team
- site visit notes saved on the customer
01
Jobs and people on site in the same system
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.
Typical trades scenarios in CRM
What sales and follow-up look like when quotes, site visits and on-site jobs need tracking — without inbox chaos.
Site visit and quote
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.
Job won
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.
Change order
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.
Referral enquiry
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.
Quote with no response
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.
Repeat customer
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 job
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.
Guide: CRM for tradespeople and contractors
Sales flow in construction
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.
Foundbase CRM from enquiry to completed job
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.
CRM for other industries
See CRM for service businesses, freelancers and other industries — and compare how Foundbase adapts to different sales flows.
Features
Related tools, industries and comparisons
A CRM delivers the most value when customers, follow-ups and sales connect with projects, contracts and automations. Explore the pages that match your next step.
Project management
Turn sales work into concrete tasks. Create tasks from customers, leads and deals, assign ownership across the team and follow up on the work that needs to happen after the next conversation.
See project management in FoundbaseContracts
Create, send and sign contracts directly from Foundbase. Keep agreements linked to customers, leads and deals so the team can see the connection between relationships, dialogue and signed agreements.
See contract managementWorkflow automation
Automate follow-ups, reminders and internal processes across CRM, tasks, contracts and integrations.
See workflow automationFoundbase vs HubSpot
Compare Foundbase with HubSpot on CRM, pipeline, pricing and day-to-day execution — when you want focus rather than a broad marketing suite.
Read the HubSpot comparisonPipedrive alternative
Looking for a Pipedrive alternative with CRM, contracts and project management in one platform? See how Foundbase can fit your sales flow.
See Pipedrive alternativeCRM with project management
When an agreement is in place, delivery still needs to be tracked. Connect customers and deals to tasks, milestones and ownership in the same system.
See CRM with project managementCRM for service businesses
Service businesses need visibility over quotes, follow-ups and ongoing delivery. See how CRM fits a service workflow.
CRM for service businessesCRM for consultants
Consultants and agencies need to manage relationships, projects and follow-ups without a heavy sales system. See CRM for consulting work.
CRM for consultants and agenciesWant to know more?
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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
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Frequently asked questions
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.