01
Leads that stay organized
Capture new inquiries, keep the source attached, and move from open lead to customer without losing context.
TidyBase
Simple CRM for service businesses
Built for small service teams
Stay ahead of every lead, job, and teammate.
TidyBase gives organizing companies, contractors, and service businesses one mobile-first place to manage leads, customers, projects, employees, documents, and time off without the bloat of a giant CRM.
Lead Intake
Customer Management
Employee Management
Project Tracking
Communication Channels
Document Repository
Call Center
Training Management
Dashboard and Reporting
Employee and Project Scheduling
Everything you need to know about a job, customer, and team.
TidyBase is designed around a simple idea: the most important information should be the easiest to see. Just as organizing a home brings clarity to what matters most, TidyBase helps small businesses surface the lead, the customer, the job, and the people behind it — before they disappear into spreadsheets, text threads, and scattered systems.
02
Jobs your team can actually run
Track projects, assignments, dates, and progress in one place so operations stays visible as work moves through the week.
03
Employees and permissions
Give every teammate the right access level and keep leads, customers, and documents protected without making the app feel heavy.
See the app the way your team would use it.
TidyBase uses clear segmented views to move from one travel stage to another. TidyBase uses the same idea for small-business workflow: leads, jobs, and team coordination.
Lead intake
Know which leads need attention before they go cold.
TidyBase keeps the lead source, contact details, priority, and next step together so the follow-up process stays simple.
One place for the details
Track email, phone, address, notes, and where the lead came from.
Simple Conversion
Effortless to convert a lead into a project, carrying over customer details, notes, files, and communication history automatically so work can begin without duplicate entry or disconnected systems.
Easy Integration
Connect website forms, Google Sheets, email inquiries, and third-party sources in just minutes — without complicated setup or technical overhead.
Leads
Open, in process, converted, archived
Lead pipeline
Open lead
New form submission
New
New form submission
Kitchen organizing request • Priority: high • Needs weekday availability
In process
Follow-up sent
Warm
Follow-up sent
Quote drafted • Source: website • Follow-up tomorrow at 9:00 AM
Converted
Moved into customers
Done
Moved into customers
Customer record created and ready for scheduling.
Project tracking
Keep jobs moving without chasing three different tools.
Each project can hold dates, notes, assignments, and documents so your crew does not need to dig through messages to find the latest update.
Simple scheduling
Know what is booked, what is starting next, and who is assigned.
Conflict awareness
Catch overbooking and time-off issues before the schedule is already in the field.
Documents attached
Keep contracts, receipts, and job files connected to the right project.
Projects
Active jobs and availability
Operations
Kitchen remodel
Start 9:00 AM • End 5:00 PM
On track
Start 9:00 AM • End 5:00 PM
Assigned to Maya and Chris • No scheduling conflicts
Availability check
Time-off aware planning
Guardrail
Time-off aware planning
Warns when a crew member already has a requested day off or another job.
Photo and receipt files
Easy project documentation
Docs
Easy project documentation
Store the paperwork where the project lives.
Team coordination
Give each person the right level of access.
Owners, managers, and employees should each see what they need without exposing everything to everyone.
Role-based permissions
Control access to leads, projects, customers, documents, and training.
Time off requests
Review employee time off in the same workspace where the work gets scheduled.
Clean management flow
Keep the business organized without turning the app into a spreadsheet with buttons.
Employees
Active and inactive team members
Permissions
Owner
Full workspace control
Owner
Full workspace control
Can manage billing, roles, and workspace settings.
Manager
Projects + customers access
Manager
Projects + customers access
Can coordinate jobs without getting owner-level access everywhere.
Employee
Assigned tasks only
Team
Assigned tasks only
Keeps daily work focused and easy to use on mobile.
Channels communication
Channels keeps every conversation attached to the job.
TidyBase Channels gives teams one place for campaign updates, questions, and quick decisions. The thread stays attached to the right work, so marketing, ops, and field teams all see the same context on mobile.
Public and private channels
Threads tied to the job
Fast team updates
Why small service businesses switch.
When the workflow is simple, the team uses it. When the app is usable on mobile, the team keeps it updated. TidyBase is built around that reality.
“We needed one place for leads, customers, and job notes. TidyBase is the kind of system that feels straightforward enough for a field crew to actually keep up with.”
Small organizing business owner“The best part is not hunting through messages. It is seeing what needs action next without rebuilding the context every time.”
Service team manager“It feels closer to a clean, polished work app than a giant CRM. That is exactly what small teams need.”
Owner of a small operations teamStop letting good leads disappear between tools.
TidyBase helps small service businesses keep the next step obvious. Capture the lead, move it into a customer record, assign the job, and keep the team aligned from the same workspace.
Plans that match your needs.
Choose the workspace tier that fits how your team works today, and you can add more capacity or features later as your business grows.
Core
Popular starter
$34.99 / month
Project, lead, and employee management for small teams that want one clean workspace.
Includes Lead intake, customers, projects, employees, documents, and time off.
Best for Owners who want to move off spreadsheets and text threads.
Core + Messaging
Most chosen
$44.99 / month
Everything in Core, plus internal channels for team communication.
Includes Core workspace tools plus messaging channels.
Best for Teams that want job context and chat in one place.
Core + Messaging + Training
Complete
$59.99 / month
The full package with lead management, messaging, and training content in one place.
Includes Core workspace tools, messaging channels, and training management.
Best for Teams that need onboarding and learning built into the workspace.