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 service businesses with client projects
Service companies sell relationships — and deliver them through projects. Foundbase brings customers, quotes and follow-up into one simple CRM, so sales and delivery stay connected from the first meeting.
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
Service businesses sell relationships — CRM should keep pace with delivery
In services, sales is rarely a one-off transaction. Customers return, work repeats and new needs appear over time. When contacts live in email and project plans sit in another tool, it gets hard to see who should be contacted — and what was agreed last time.
Foundbase gives service businesses one CRM for lead management and customer relationships. You can get started with CRM and task management for free, and link contacts to projects, contracts and follow-ups as needs grow.
CRM that fits how service businesses sell
Customers and leads together — even when work happens in projectsFollow-up on quotes and recurring agreements in the same systemCRM connected to task management and contracts in Foundbase
- Customers and leads together — even when work happens in projects
- Follow-up on quotes and recurring agreements in the same system
- CRM connected to task management 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
New customers and quotes without lost context
When a new enquiry arrives, it needs an owner and next step quickly — otherwise it disappears in daily work. In CRM you can log source, need and planned follow-up, so sales and project leads work from the same starting point.
When a quote is sent, the conversation stays with the contact. The team can see previous meetings, notes and status, so follow-up happens with the right background — not from memory or scattered emails.
- lead management with clear owner and next action
- customer history in one place for quotes and follow-up
- link from CRM to projects and contracts
01
Repeat customers and ongoing relationships
Many service businesses grow through existing customers — new tasks, expansions and annual agreements. Without CRM, you risk missing opportunities because the relationship only exists in project folders and old invoices.
With Foundbase you can track which customers have active work, who is ready for follow-up and when an agreement should renew. That makes sales pipeline relevant even for companies that mainly live on repeat work.
Typical service scenarios in CRM
What day-to-day work looks like when leads, quotes and repeat client projects need follow-up — without sales and delivery working in silos.
New enquiry
The enquiry is logged with source, need and owner. Next step is set immediately so requests do not disappear while the team is out on client projects. Website form Monday → task Tuesday: book kick-off meeting and send confirmation.
Quote sent
The contact moves to quote sent with amount, validity and follow-up. Everyone sees when the customer should be contacted again — not only whoever wrote the quote. Quote sent Wednesday → follow-up Friday: call and ask if they have questions on scope.
Repeat client project
An existing customer gets a new project logged on the same contact record. History from previous work is ready, so you do not restart the conversation from scratch. Previous client calls with new task → new deal on same company → note: "Same contact as Q1 project".
Annual service agreement
Framework agreement and renewal date link to the contact. The team can plan follow-up and quotes well before the agreement expires. Service agreement expires in 60 days → task for account owner: send renewal quote and book review.
Upsell to existing customer
New need from a customer you already work with is logged as an opportunity in pipeline. You use the relationship without losing sight of ongoing delivery. Client asks about extra service after project → new deal in pipeline → note from project lead attached.
Lost quote — re-engagement
Lost quotes are marked with reason and optional follow-up later. You avoid forgetting relationships that may become relevant again. Lost on price → note: contact again in 6 months → task set for October.
Referral from customer
A recommendation from an existing customer is logged with source and link to the referrer. That improves follow-up and thanks to the referrer. Customer A refers customer B → lead with source "referral from Customer A" → thank-you email to A after meeting booked.
Guide: CRM for service businesses
Sales flow in the service industry
Service businesses often sell through conversation, trust and repeat collaboration. CRM should support both new enquiries and ongoing customer relationships — not only one-off deals in a pipeline.
Simple CRM for services gives every customer and contact shared history. That makes it easier to follow up on quotes, plan the next project and see which relationships are ready to expand.
Foundbase CRM from lead to delivery
When an enquiry becomes a customer, information should carry forward. In Foundbase, sales can register leads and agreements in CRM while the project team takes over work in task management — without starting over.
Contracts and budget can link to the same customer, so you have visibility into both sales and finances. That gives service businesses fewer systems and better connection between what you sell and what you deliver.
CRM for other industries
See also CRM for SaaS, construction trades, consultants and other industries — and find the page that best matches your customer work.
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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Frequently asked questions
Yes. CRM in Foundbase is built to connect with project management. A customer can have contacts, agreements and history in CRM, while the actual work is planned as projects and tasks.
Yes. You can register new enquiries in the pipeline while keeping track of relationships with customers you already work with. That gives one view of both growth and ongoing collaboration.
No. Foundbase is simple CRM for service businesses that want structure without complex setup. Start with contacts, pipeline and follow-up — and expand as needed.
You mark quote sent with date and next step on the contact. Follow-up can be set as a task, so no enquiry disappears between projects and delivery.
Yes. The contact has one history: meeting notes, quote status and agreements. When a quote is won, the project team can take over with full context — without sales manually forwarding emails.
Existing customers can have multiple deals and notes over time. Framework agreements and renewal dates link to the contact, so you can follow up proactively — not only react when the customer calls.
Yes. Many service businesses start with contacts, pipeline and follow-up — and add projects and contracts as needs grow. Setup is straightforward and does not require a sales administrator.
CRM is the core for many service businesses, but Foundbase also includes project management, contracts with e-signing and budget. Everything connects in one workspace so you avoid tool sprawl between sales and delivery.