Contacts, deals & tasks — Help

The day-to-day CRM.

Contacts

The contact list lives at the top of the left sidebar. Each contact has the basics (name, phone, email, company, position), an address book (multiple addresses, primary pin), tags, custom fields, deals, notes, tasks, and a full timeline of every text/call/email exchanged with them.

Click any column header to sort. Filter via the search bar or via saved views (left sidebar → click the + under "Saved views" to make one).

Deals

Deals belong to contacts (or to companies). Each one has a title, value, stage (Lead → Qualified → Proposal → Won/Lost — customize at Settings → Deal stages), and an expected close date. View as a list or as a kanban board (top-right toggle on the Deals page).

Tasks, events & meetings

Same calendar, three flavors:

Task — a due-by-date item ("Follow up with Bob"). Recurrence supported (every Mon, every 2 weeks, etc.).
Event — start + end time on a specific day ("Team standup, 9-9:30")
Meeting — start + end + location, with optional automatic SMS confirm + reminders to the linked contact. ("Coffee with Sue at Pilot, 3pm").

They live in the Tasks tab, color-coded by type (red = task, green = event, blue = meeting). Click any day on the calendar to add one for that date. The Tasks page supports Day, Week, and Month views and drag-to-reschedule.

Meetings — SMS confirm + reminders

When you create a Meeting with a linked contact who has a phone number, you can pick an SMS reminder schedule. We auto-send:

A confirmation text when the meeting is booked
Reminders at your chosen intervals before the meeting (e.g. 24 hours + 1 hour)

Reminder presets: none / 1h before / 24h before / 24h + 1h / 2 days + 24h + 1h. Standard SMS billing applies.

Two-way Google Calendar sync

Connect your Google account once (Settings → Google Calendar) and everything syncs both ways:

Tasks, events, and meetings you create in Groundbase show up on your Google Calendar within seconds — including across mobile, web, and AI assistant writes.
Edits you make in Google Calendar (reschedule a meeting, change the title, update the location) sync back to Groundbase within ~5 minutes.
Color-coded chips in the Groundbase calendar view show items from Google Calendar that aren't tied to a Groundbase contact yet — they render as "+N from Google Cal" badges so your calendar reflects your real day without polluting your task list.

You can disconnect any time from the same settings page. Disconnecting stops sync; existing events stay where they are.

Full guide: Google Calendar.

Companies