Know the relationship
Keep contacts, companies and notes together, so you’re ready for the next conversation.
Customer database with history, ownership and next steps
A customer database brings contact details, notes, emails and follow-ups together around the same customer. In Foundbase, the team can see history, ownership and next steps, connect the relationship to tasks, projects and contracts, and use the same context when a colleague takes over the conversation.
Value and benefits
Customer management and contact data
Keep contacts, companies and notes in your CRM. Use what’s on record to prepare for the next conversation and stay on top of follow-ups.
See where deals stand
Tailor the pipeline stages and track every deal from first contact.
Make follow-up specific
Set the next action, date and owner for relationships that need attention.
From need to action
Customer management and contact data, day to day
Use the customer record to keep contact details, notes and the next follow-up together. When ownership changes, the next colleague can see the history, who owns the relationship and what needs to happen next.
How it works
From the first step to follow-up
An example of how the work can fit together. Your team chooses the tools, owners and sequence.
Find customer
Add details
Keep notes
Follow up
Your tools
Build a workspace around your work
Foundbase is an AI-powered platform where you pick the tools that suit your work. Start with CRM and tasks, for example, and add budgeting, contracts or strategy when you need them. Each tool has its own visual workspace.
Features and integrations depend on your plan and access.View plans
Features and uses
Tools for the work that follows
- Feature
Lead management in CRM
Record leads as contacts and companies, and create a deal once there’s something concrete to work on. Add notes and the next follow-up so the conversation picks up where it left off.Read more - Feature
Sales pipeline and deals
Tailor the pipeline stages to your sales process and move deals forward as conversations progress. Review status, owners and next steps together as a team.Read more - Feature
Sales team collaboration
Work on shared contacts and deals in one workspace. Assign follow-ups, update the pipeline and add notes so colleagues with access can pick up where you left off.Read more
Integrations
Connect the tools you already use
Choose the connections you need from the Foundbase integration catalog. Each integration page explains which data and actions it supports and what the setup involves.
Email requires a connected account. What you can read and send depends on the integration and your permissions.
Explore integrationsAI assistant
Describe what you need. Continue visually.
Ask the assistant to find information or help with a supported action in your workspace. Then open the task, contact or tool when you want to go through the details. The assistant stays within your connections and permissions.
See it in action
Try Foundbase with demo data
Open the interactive demo and explore the tools at your own pace. Everything in it is fictional sample data.
Try the live demo
“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.”
Jakob Junker JeppesenOwner, Junker ConsultingGetting started
Start with one part of your day
Step 1
Choose your starting point
Create a workspace and start with the tools you need for one specific task.
Step 2
Add your content
Add contacts, tasks or a budget. Connect the integrations you need to work with data from other systems.
Step 3
Invite the team
Invite colleagues with the roles they need. Assign the first task and get going together.
Access and collaboration
A shared workspace with clear access
Roles and permissions
Access to data and actions follows each person’s membership and permissions in your workspace.
View plans and accessYour data and connections
Read how Foundbase handles your information and which terms apply to your account.
Read the privacy policyHelp with the next step
Get in touch with questions about setup or day-to-day use. The pricing page shows the support included in each plan.
Contact FoundbaseFurther reading
Find a way of working that fits your team
- Feature
CRM follow-ups
Plan the next contact with a date and an owner, and work from the follow-up overview day to day. If your plan includes Automations, you can also automate supported steps.Read more - Feature
From customer conversation to contract
Start from the customer’s details to prepare an agreement in the contract tool. Check the content and recipients, then send it for signature using the signatures available on your account.Read more - Feature
Email and CRM
Connect a supported email account and use it alongside your CRM. What you can read and send depends on the provider, the connection and the permissions you grant.Read more
FAQ
Questions about customer management and contact data
Can’t find the answer? Email support@foundbase.io
Keep contacts, companies and notes in your CRM. Use what’s on record to prepare for the next conversation and stay on top of follow-ups.
Yes. Foundbase is an AI-powered platform with visual tools for CRM, tasks, budgeting, contracts, strategy and more. You decide which tools to use. Access to features and integrations depends on your plan and permissions.
The assistant can find information and help with supported actions in your workspace, such as tasks, contacts and follow-ups. It works with the data, connections and permissions you have access to, and you can always carry on in the visual tools.
Email requires a connected account. What you can read and send depends on the integration and your permissions.
Choose based on the features you need. The pricing page lists the current plans, user limits and included features. Automations and some integrations may require a higher plan.
Get started
See how Foundbase fits your work
Create a free account and pick the tools you want to start with, or explore the demo with sample data.
Try Foundbase free for 14 days
- No credit card required
- Then stay on Free with CRM and task management
- Or choose a plan with unlimited AI, contracts, e-signatures, budgets, integrations and automations
See Foundbase in a live demo
Explore a workspace with sample data right away, or book a call and we'll show you the assistant and what Foundbase can do for you.
Meet the team behind Foundbase
We're based in Odense