Welcome to Groundbase

Groundbase is a local-first CRM. Your data lives on your computer, not in the cloud. Everything you put in stays with you.

The basics

• Contacts — the people you do business with. Names, phone numbers, emails, tags, custom fields.
• Companies — organizations your contacts work for. A contact can be linked to one company; a company can have many contacts.
• Deals — opportunities tracked through your sales pipeline. Every deal is linked to a contact.
• Tasks — things you need to do, with optional due dates and recurrence.
• SMS — send and receive text messages through your own Twilio account.
• Inbox — read and send email through your connected Gmail, Outlook, or other IMAP account.

Where to start

1. Import your existing contacts via CSV or Excel — see Importing contacts.
2. Connect your email and Twilio if you want SMS and email features — see the setup guides.
3. Customize your pipeline stages in Settings → Deal stages.
4. Add tags that match how you think about your contacts.
5. Save filtered views so you can jump to common segments in one click.