Foundbase is CRM software for B2B SaaS: see which deals are moving, which trials have stalled, and which accounts need attention before renewal — without sales and customer success living in separate spreadsheets.
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.
SaaS sales is about timing. A demo booked on Monday needs follow-up on Tuesday. A trial with no logins after three days is a signal — not just a product issue. And an account with rising usage before renewal is an expansion opportunity that often gets missed because the data sits in product analytics, not CRM.
Foundbase brings leads, pipeline, notes and follow-ups into one workspace. Sales can see trial status and next steps on the contact; customer success can see what was promised in the sales process. When a deal closes, onboarding and contracts can continue in the same platform — so you do not lose the thread between signup and renewal.
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.”
Most SaaS teams track pipeline value and win rate — but lose visibility between demo and active trial. In Foundbase you can follow deals through stages such as qualified, demo booked, active trial and negotiation, so you can see where deals stall and who owns the next action.
Metrics become useful when they connect to action: an inactive trial can trigger a CSM task; a hot lead with multiple stakeholders can be escalated in pipeline; renewal within 60 days can be marked as priority. That gives a more realistic picture than a spreadsheet updated only on Friday afternoon.
Churn is often spotted too late because warning signs sit in support, Slack and product data — not on the customer record. When customer history, contracts and follow-ups live in CRM, it is easier to see which accounts need attention before the contract expires.
Expansion often starts as a conversation — not a ticket. When sales and success share the same context, you can log new needs, upgrades and extra seats on the relationship and follow them in pipeline without starting over in a new tool.
What day-to-day work looks like when pipeline is not just deals — but concrete signals you need to act on.
The contact moves to demo booked with date, attendees and agenda. The owner sets follow-up for the day after the meeting so no demo disappears in the calendar. Inbound from website → demo Thursday → task Friday: send summary and trial link.
Trial is linked to the contact with start date and owner. Sales and success see what was promised in the demo and which use cases the customer wanted to test. After demo, 14-day trial created — note: "Will test pipeline + reports".
When a trial stalls, the contact is marked for follow-up or a CSM task. You avoid discovering silent trials only when the period has expired. No login for 5 days → task for success: check-in email + offer onboarding call.
High-intent leads — e.g. multiple visitors from the same company, pricing page or direct enquiry — are prioritised in pipeline with a clear owner and short deadline. COO + CFO booked same week → deal marked hot → follow-up within 24 hours.
Contract and renewal date link to the contact. The team can plan QBR and follow-up in good time — not only when the invoice is sent. Renewal in 90 days → task for account owner: book QBR and review usage.
Declining engagement, support escalation or no response can be logged as risk on the customer record, so retention does not only react to cancellation. Support ticket + no login 14 days → churn risk note → success calls same week.
New teams, extra seats or upsell to a higher plan are logged as expansion on the existing account and can be tracked in pipeline. Customer mentions extra department → new deal on same company → expansion in pipeline.
New enquiries land in forms, LinkedIn and email. Without CRM they sit idle because ownership is unclear. In Foundbase you log source, company and next action on the contact — and when a demo is booked or a trial starts, history follows so customer success does not start from scratch.
What matters for SaaS is not field count but acting on signals: demo booked → follow-up; trial started → onboarding; trial quiet → check-in. CRM should make that visible — not hide it in personal notes.
SaaS teams with demo-led sales typically need pipeline stages that reflect reality: qualified, demo, trial, negotiation, closed. Win rate alone says little if half of trials never log in. Foundbase helps tie stage, owner and next step to each deal.
When CRM connects to contracts and budget in the same platform, you can see which customers drive ARR — and which relationships need attention. That gives a better basis for retention and expansion than an isolated sales tool.
Compare CRM for SaaS with solutions for service businesses, consultants, e-commerce and more — and find the page that matches your sales flow.
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 free trial with no credit card — and bring pipeline, trials and follow-up together for your sales team in minutes.
It depends on your sales motion, but many SaaS teams need simple CRM with pipeline, trial follow-up and contracts — without heavy enterprise setup. Foundbase is CRM software built for teams that want sales, follow-up and operations in one workspace.
Yes. You can manage leads and deals through stages such as qualified, demo booked, active trial and negotiation. Each deal has an owner, next step and history — so several people can take over without lost context.
You can log trial start, note activity and set follow-ups and tasks on the contact. Many teams combine CRM notes with product data manually at first — what matters is that trial status and next action are visible to sales and success in the same system.
Churn risk becomes clearer when customer history, support notes and renewal date live on the same contact record. The team can prioritise follow-up before the contract expires and log warning signs before the customer cancels.
Yes. The contact has one history: demo notes, trial status, tasks and contracts. Sales typically owns pipeline until close; success takes over with full context — without exporting emails to a new system.
Yes. You can create new deals on existing companies and track expansion in pipeline — e.g. extra seats, new teams or upgrade to a higher plan — with the same visibility as new sales.
Most teams start with pipeline value, active trials, deals per stage and renewals in the next 90 days. What matters is connecting metrics to action: who calls, who sends follow-up, and when is the next step.
CRM is the core for many SaaS teams, but Foundbase also includes project management for onboarding, contracts with e-signing, budget for runway and workflow automation. Everything connects in one workspace so you avoid tool sprawl between sales and operations.
