CRM · 5 min.
How to assess a CRM system for use in Denmark
Assess a CRM system for use in Denmark by reviewing workflow, support, data processing, access controls, integrations, and exports.
Guides
Foundbase Guides
Practical guides on CRM, lead management, sales pipelines and project management — for businesses and teams that want a clear overview without unnecessary complexity.
Start here
Start here
Our key guides for getting to grips with CRM, project management, contracts and budgeting — and finding the right place to start.
- CRM
CRM for small businesses: how to choose a system your team will use
Pipeline, follow-up and a few users: how small teams choose a CRM without a heavy setup.
Guide
- CRM
Free CRM: what you get and when to upgrade
What a free CRM covers, which limits to watch for, and when upgrading makes sense.
Guide
- CRM
What is CRM? A practical explanation without buzzwords
Core concepts, a simple pipeline and the first week with CRM for teams starting fresh.
Guide
- Project management
Project management tool for businesses: how to choose
Choose a project tool based on client projects, capacity and the link to sales.
Guide
- Project management
Free project management tool: what can you get for free?
Tasks and deadlines without a subscription — and when free project management is enough.
Guide
- Project management
Project management in Excel: when it works and when to move on
When spreadsheets are enough — and when a project tool gives a clearer overview.
Guide
- CRM
CRM and project management in one system: when does it make sense?
When CRM and project management should connect in one system.
Guide
- Contracts and e-signatures
Digital signature for businesses: how to get started
From agreement to signature: what digital contracts solve in daily work.
Guide
- Budget and cash flow
Budget for small businesses: how to get a clear overview
Cash flow, forecasts and a clear overview as your finances keep pace with growth.
Guide
Categories
All guides
- Project management · 6 min.
How to choose a project management tool for your business
Map the workflow, test a real project, and choose the smallest setup your team can keep up to date.
Rasmus Rowbotham - CRM · 13 min.
How to choose CRM: checklist for businesses
Get a practical CRM selection checklist: sales process, users, data, integrations and trial with real leads.
Rasmus Rowbotham - Contracts and e-signatures · 12 min.
Digital signature and contracts in the sales process
See how digital signature and contracts connect with CRM, deals and delivery after signing.
Rasmus Rowbotham - CRM · 11 min.
CRM follow-up: how to keep warm leads from going cold
Learn how CRM follow-up ensures no relevant leads are forgotten — with clear next steps, ownership and rhythm.
Rasmus Rowbotham - Automation and integrations · 12 min.
CRM automation: follow-up and pipeline without manual work
Learn how CRM automation can help with lead follow-up, tasks and handover to project and contract.
Rasmus Rowbotham - Automation and integrations · 12 min.
Contract flow automation: from draft to signature and archive
See how automation can speed up contract flow with reminders, approval and signature linked to CRM and projects.
Rasmus Rowbotham - Budget and cash flow · 13 min.
Budget for small businesses: how to get overview
Learn how small businesses and teams can create budgets, track liquidity and make decisions with better financial overview.
Rasmus Rowbotham - Budget and cash flow · 13 min.
Budget in Excel vs. system: when is the spreadsheet enough?
Compare budgeting in Excel and dedicated budget tools. See when teams get better liquidity overview in one system.
Rasmus Rowbotham - Workflows · 13 min.
CRM with digital signature: from dialogue to signed agreement
Learn how CRM and digital signature can connect so customer dialogue, quotes and contract signing hang together without switching systems.
Rasmus Rowbotham
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