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GrydBase

CRM & Sales

Every customer,
organized.

Track leads, manage your pipeline, and see the full history of every customer relationship — in one place.

Request accessSee pricing

Contacts & Companies

Available

Stop losing customers
in the noise.

Every contact, lead, and company in one place. Search instantly, see what matters, and never lose track of who you talked to.

  • Contacts linked to jobs, invoices, and emails automatically
  • Company records group all contacts under one roof
  • Quick filters for leads, active customers, and past clients
  • Import from spreadsheets, forms, or existing CRM
Set up your CRM

People

248 people and companies

New person
AllCustomersLeadsVendors

  • Maria Torres

    Torres Residence

  • Westbrook HOA

    Westbrook Apartments

  • Kevin Park

    Park Office Bldg

  • Susan Nguyen

    Nguyen Home

  • Ray Okafor

    Okafor Plumbing Supply

  • Dana Whitfield

    Whitfield Dental

Sales Pipeline

Available

See every deal
at a glance.

Move leads through your pipeline with drag-and-drop. Know exactly what needs a follow-up and what's ready to book.

  • Customizable pipeline stages for your sales process
  • Drag leads forward as they progress
  • Value and close-rate tracking per stage
  • Auto-move to booked when an estimate is approved
Build your pipeline

People

248 people and companies

New person
AllCustomersLeadsVendors

  • Maria Torres

    Torres Residence

  • Westbrook HOA

    Westbrook Apartments

  • Kevin Park

    Park Office Bldg

  • Susan Nguyen

    Nguyen Home

  • Ray Okafor

    Okafor Plumbing Supply

  • Dana Whitfield

    Whitfield Dental

Customer Timeline

Available

Your whole history,
right there.

Every call, email, estimate, job, and payment logged automatically. Walk into every conversation fully briefed.

  • Auto-logged activity: emails, calls, jobs, payments
  • Manual notes for anything not tracked automatically
  • Pinned notes for important customer context
  • Shared across your whole team in real time
Explore customer view

Messages

Text conversations with customers

Rachel Kim

(407) 555-0172

Text message

Job #1189 · AC repair

Jordan Reyes · today 10:00 to 11:00

En route
Hi, will someone be here this morning? I have to leave by noon.
Hi Rachel, Jordan is on his way and should arrive between 10 and 11.
Great, see you between 10 and 11.
Reply by text…

More in CRM & Sales

  • Lead Capture

    Available

    Web forms that automatically create contacts in your CRM when submitted.

  • Follow-up Tasks

    Available

    Assign follow-up reminders to yourself or teammates after every customer interaction.

  • Estimates & Proposals

    In development

    Create itemized estimates and send them for digital approval from the CRM.

  • Customer Segmentation

    In development

    Tag and filter customers by trade type, location, value tier, or custom labels.

  • Review Workflows

    Roadmap

    Automatically ask satisfied customers for Google or Yelp reviews after job completion.

Put the whole business in one place.

Create a free instance and bring in your first customer today.

Request accessSee pricing