Tricbase
CRM & Tasks

Never lose an enquiry again

Leads, follow-ups and team tasks — right next to your billing.

Never lose an enquiry again

Simple CRM, not a second job

Just enough to convert more enquiries.

  • Leads with priority, source and city
  • Follow-up dates that keep you on time
  • Convert a lead into a quotation or invoice
Simple CRM, not a second job

Tasks your team actually completes

The jobs behind the bills, tracked.

  • Assign to employees with due dates
  • Attach photos — proof, defects, deliveries
  • Statuses that match your workflow
Tasks your team actually completes

Common questions

Is this a full CRM suite?

It is a simple, practical CRM — leads, follow-ups and conversion. No training courses needed.

Can tasks have images?

Yes — attach job photos, delivery proofs or defects to any task.

Can a lead become an invoice?

Yes, convert leads into quotations or invoices in a click.

Send your first invoice today

Set up in minutes. Free forever plan.