How it works
From scattered to streamlined in five steps
No consultants and no months-long rollout. Most teams are fully up and running the same day.
- 1
Create your workspace
Sign up with email or Google. Your workspace is ready in under a minute.
- 2
Import your data
Upload a CSV or connect HubSpot, Pipedrive, Trello, Gmail and more. We map the fields for you.
- 3
Choose your templates
Pick a pipeline and automation pack built for your industry — or start from scratch.
- 4
Invite your team
Add teammates, set roles, and assign deals and tasks in a click.
- 5
Watch it run
Follow-ups, reminders and invoices go out on their own. You check one dashboard.
Ready to try the five steps yourself?
Get Started FreeUse cases
Built for the way your industry works
Marketing agencies
Track retainers, approvals and deliverables in a branded client portal.
Consultants & coaches
Book discovery calls, send proposals and bill hours without switching apps.
E-commerce brands
Manage wholesale accounts, B2B orders and supplier relationships in one CRM.
Home & field services
Turn quotes into scheduled jobs and invoices automatically.
Clinics & studios
Keep client records, follow-ups and payments organized and on time.
Startups & SMBs
One source of truth for sales, ops and finance as you scale from 1 to 50.
Ready to run your business on autopilot?
Join 4,000+ teams who grow faster with Founderlane. Start free — no credit card required.