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Simple CRM for e-commerce with support, B2B and retention

Webshops need more than order numbers — especially when B2B customers, support and wholesale need follow-up. Foundbase brings customers, dialogue and pipeline into one simple CRM.

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Rasmus RowbothamSimon SkytteThor Schriver
Used by 300+ companies
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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.

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E-commerce is also about relationships — not only checkout

E-commerce is not only checkout. B2B wholesale, larger orders and customer support need relationships, follow-up and history — which the webshop platform rarely handles on its own.

Foundbase gives e-commerce businesses CRM for customer management and sales pipeline, where contacts can be tracked from first enquiry to repeat orders. Support, sales and operations can work from the same customer view.

CRM for e-commerce and webshops

B2B and wholesale with pipeline and customer historySupport and sales share the same customer viewCRM connected to tasks and automation in Foundbase

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.”

B2B customers and wholesale without spreadsheets

Wholesale and B2B sales often need dialogue, quotes and individual agreements — not only self-service. In CRM you can register companies, contacts and pipeline for larger orders.

When a B2B customer returns, history is ready: what was agreed, who owns the relationship and when to follow up. That makes repeat orders more predictable.

  • B2B contacts with company and owner
  • pipeline for wholesale and larger orders
  • notes and dialogue saved on the customer

Customer support and retention with context

Support enquiries are often the start of sales or churn. When customer history sits in CRM, the team can see previous orders, dialogue and agreements — without switching systems.

Foundbase connects CRM to tasks and automations, so follow-up after support or larger orders does not fall through the cracks. That strengthens retention without a separate support tool.

Typical e-commerce scenarios in CRM

What follow-up looks like when B2B wholesale, support and repeat orders need more than the webshop platform alone.

Wholesale B2B lead

B2B enquiry is logged with company, contact person and need. Pipeline tracks dialogue from first email to closed agreement. Enquiry via contact form → deal in pipeline → follow-up: send price list and book meeting.

Support escalation

Support case links to the customer record with history and owner. Sales and support see the same context — without switching systems. Escalated support ticket → note on contact → task for account owner: call and resolve.

Repeat order

B2B customer orders again. History from previous orders and agreements is ready — pricing, contact person and special terms. Existing wholesale customer orders → note: "Fixed 15% discount" → task: confirm delivery.

Large order in pipeline

Potential large order is registered as deal with value and next step. The team prioritises follow-up on key customers. B2B customer asks about bulk → deal in pipeline → follow-up: send tailored quote.

Customer at churn risk

Declining orders or support issues are marked on the customer record. The team can react before the customer disappears. No order in 90 days + support complaint → churn risk note → task: account check-in.

New B2B agreement

Closed wholesale agreement sits with the contact with terms and renewal date. Follow-up is planned proactively. Agreement closed → contract linked to contact → task in 11 months: renewal dialogue.

Referral from customer

Existing customer refers new B2B contact. Source and link are registered so follow-up and thanks happen. Customer A refers company B → lead with source "referral" → thank-you to A after meeting.

Guide: CRM for e-commerce and webshops

E-commerce is also about relationships

Webshops grow not only through traffic — but through returning customers and B2B agreements that need dialogue. The webshop platform is strong at checkout but weaker at long-term relationships.

Simple CRM for e-commerce gives every customer and company shared history. That makes B2B sales, wholesale and support more connected — without replacing your webshop.

Foundbase CRM for B2B and retention

Foundbase lets you track B2B contacts, pipeline and follow-up in the same platform as tasks and automation. Support and sales can share customer context without jumping between tools.

When a customer needs special attention, tasks and follow-up can link to CRM. That improves retention and more predictable growth beyond single orders.

CRM for other industries

See CRM for SaaS, service businesses and other industries — and find the page that matches your customer type and sales flow.

SaaS & tech

Pipeline from demo to renewal, trials and churn risk in one CRM — without sales and success living in separate spreadsheets. Foundbase brings leads, follow-up and customer history together so you act on signals before the contract expires.

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Service businesses

Quotes, repeat client projects and service agreements in one CRM — without sales and delivery working in separate systems. Foundbase gives visibility into leads, follow-up and customer history from first meeting to next project.

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Freelancers

Leads, quotes and follow-up in one light CRM — without enterprise setup that eats your time. Foundbase helps you follow up on time and connect sales to contracts and tasks when the client says yes.

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Associations & NGOs

Members, sponsors and volunteers together in one CRM — without spreadsheets and personal lists. Foundbase gives boards and coordinators shared visibility into follow-up, agreements and next contact.

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Sports clubs

Sponsors, members and events together in one CRM — without spreadsheets that disappear between seasons. Foundbase gives the board shared visibility into follow-up, agreements and next contact.

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Consultants & agencies

Proposals, discovery and retainer agreements in one CRM — without lost client history between partners. Foundbase gives visibility into pipeline, follow-up and relationships from first meeting to renewal.

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Construction trades

Quotes, site visits and jobs together in one CRM — without inbox chaos when you are out on site. Foundbase gives office and tradespeople shared visibility into customers, follow-up and agreements.

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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.

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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.

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Contracts

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.

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Budget tool

Get visibility on budgets, revenue and financial scenarios when new customers, agreements and projects affect the business. Use the budget tool to connect sales and finance more closely.

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Automations

Automate follow-ups, reminders and internal processes across CRM, tasks, contracts and integrations. Save time on routine work and make it easier to follow up on leads and customers at the right time.

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Want to know more?

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See the platform in action and get a quick overview of the core workflows.

Simon SkytteLasse, Foundbase teamRasmus Rowbotham

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

Try CRM for e-commerce free

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Frequently asked questions

No. Foundbase CRM complements webshop and checkout with relationships, follow-up and pipeline — especially for B2B, wholesale and customers that need dialogue beyond self-service.

Yes. You can register companies, contacts and opportunities in the pipeline. That fits wholesale, larger orders and customers with individual agreements.

When customer history and follow-up sit together, it is easier to see who needs attention after support or larger orders. Tasks and automations can be set up around important customers.

Yes. The contact has one history: orders, support notes and pipeline. Support can escalate to sales with full context — without exporting tickets to a new system.

B2B enquiries are registered with company, contact person and stage. You can follow dialogue from first enquiry to closed agreement — with owner and next step on each deal.

Declining order frequency, support escalations or no response can be logged as risk on the customer record. The team can prioritise follow-up before the customer disappears.

CRM delivers most value when you have B2B, wholesale or customers with dialogue beyond self-service. Many webshops start with key B2B relationships and expand from there.

CRM complements the webshop with relationships and pipeline. Foundbase also includes task management, automations and budget — so support, sales and operations can work in one workspace.