Consultants & agencies
Manage client work from first conversation to delivery
Foundbase brings CRM, projects, tasks, contracts, budgets and workflows together, helping consultants and agencies connect sales, delivery and follow-up.
Consultants and agencies often manage many clients, deadlines and deliverables at the same time. Every client has their own history, agreements and expectations. That makes it essential to have a clear view of both sales and delivery.
When CRM, project management, contracts and finances live in different tools, it becomes hard to see the full client journey. Sales may know what was promised, but delivery lacks context. Project leads know the tasks, but not necessarily the pipeline. Finances may sit in a separate spreadsheet.
Foundbase brings the most important parts of client work together in one workspace.
Pipeline and client history
With Foundbase, agencies and consultants can gather leads, clients, conversations, notes and pipeline in CRM. That makes it easier to track opportunities, prioritise follow-up and see which clients need action.
Client history is shared across the team, so everyone can see relevant agreements, past conversations and next steps.
From scope to project
When a client says yes, scope and expectations need to become concrete work. In Foundbase, delivery can be created as a project with tasks, owners, deadlines and status.
That creates a more direct handoff between sales, project management and specialists. The team can see what needs to be done, who is doing it and when it should be finished.
Contracts and finances
Foundbase can be used to handle contracts, scope documents, proposals and agreements so they do not sit scattered in email and folders. The budget module can provide visibility into project economics, retainers, costs and expectations.
That makes it easier to work professionally across both sales and delivery — and to spot problems before they become expensive.
In Foundbase, sales, delivery and client history stay connected
Track leads, pipeline and client history in CRMTurn scope into projects with clear tasksMake deadlines and ownership visible across the teamHandle contracts and agreements from one workspaceFollow project economics and budgetsReduce time lost switching between systems
- Track leads, pipeline and client history in CRM
- Turn scope into projects with clear tasks
- Make deadlines and ownership visible across the team
- Handle contracts and agreements from one workspace
- Follow project economics and budgets
- Reduce time lost switching between systems
Run client engagements from one workspace
From proposal to delivery to follow-up — keep every engagement visible for the whole team.
Common ways consultants and agencies use Foundbase
Consulting firms juggle sales, delivery and economics across clients and teams. Foundbase connects pipeline, projects and agreements — so scope becomes concrete execution.
How to track pipeline and client history
See which opportunities are open, which stage they are in and what was agreed with each client — so sales and delivery build on the same history.
Read moreHow to turn scope into delivery projects
Turn agreed scope into tasks with deadlines and ownership — so consultants know what to deliver and leadership can follow progress.
Read moreHow teams collaborate on client work
Assign tasks, share status and avoid duplicate work — so client work can be handed over between consultants without lost context.
Read moreHow to handle contracts and agreements
Send framework agreements and project contracts for signature — and keep documents linked to the right client and project.
Read moreHow to track project economics and margin
Follow budget and spend per client project — so you can see which engagements are profitable and where to adjust.
Read moreHow to plan growth and capacity
Map growth initiatives and capacity needs — so the agency can prioritize hiring, sales and delivery with better visibility.
Read moreGuide: Foundbase for consultants and agencies
Foundbase for consultants and agencies
Foundbase is a CRM and project management platform for consultants and agencies that want to manage clients, pipeline, tasks, contracts, budgets and workflows in one place.
For consultancies and agencies, Foundbase helps connect sales and delivery so client history, tasks, agreements and finances are not split across different systems.
Foundbase can be used on its own or alongside other tools such as email, calendar, accounting, communication, automation and existing CRM systems.
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FAQ about Foundbase for consultants and agencies
Yes. Foundbase is well suited for agencies that want to manage clients, pipeline, projects, tasks and agreements.
Yes. The CRM can be used for leads, clients, conversations, pipeline and follow-ups.
Yes. Projects can be broken into tasks with deadlines, ownership and status.
Yes. Contracts, agreements and scope documents can be gathered and linked to clients or projects.
Yes. Foundbase can connect with other tools through integrations and API.