Built in the EU
Consultants & agencies
Foundbase helps consultants and agencies bring clients, projects, tasks, contracts and finances together in one platform. It gives you better visibility across engagements, deadlines and collaboration.
Run client engagements from one workspace
From proposal to delivery to follow-up — keep every engagement visible for the whole team.
Connect the tools you already use
Foundbase integrates with accounting, email, calendars, payments and CRM tools so data moves between systems without manual double work.
See all integrations
Why our users love us
See why startups and growing companies trust Foundbase to manage work, customers and operations.
“I have been looking for the right functional and user-friendly tool that can help with everything from project management, financial management, sales work, etc. The answer to this is Foundbase.”
“Foundbase has become my go-to tool for creating structure and focus in my workday. It shows me which tasks matter most today and gives me peace of mind because I know exactly what to sit down and start on.”
“What helped us most was the CRM and AI import. We imported more than 1,000 leads automatically, which made the overall onboarding process fast and smooth.”
Why consultants and agencies choose Foundbase
Consultancies run on relationships, clear delivery and follow-through. When client work is spread across inboxes, spreadsheets and separate tools, quality and margins become harder to protect.
Foundbase brings CRM, project planning, contracts and budgets together so teams can focus on client outcomes — not admin overhead between engagements.
You get shared visibility across consultants, project leads and operations without adopting heavy enterprise software.
Foundbase helps consultants and agencies by:
Connecting sales, delivery and contracts in one flowMaking deadlines and responsibilities visibleKeeping client history accessible across the teamReducing time lost switching between systems
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Let's show you what Foundbase can do!
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Key benefits for consultants & agencies
- Full client journey in one workspace
- Clearer delivery timelines
- Less contract and status chasing
- Better visibility on margins and cash flow
Consultant & agency workflows
How consultancies use Foundbase from first conversation to signed delivery.
Manage inbound client leads
Track inquiries, proposals and follow-ups until deals are won.
Plan client delivery work
Organize engagements as projects with milestones and owners.
Send client agreements
Handle proposals and contracts without manual back-and-forth.
Explore other industries
See how Foundbase fits other organisation types and jump directly to the industry that matches you.
FAQ about Foundbase for consultants & agencies
Yes. Projects, contacts, tasks and contracts can stay together for every engagement.
Yes. You can track leads, plan delivery work and send agreements for signature in one workspace.
Yes. Tasks, deadlines and ownership can be shared across teams and roles.
Yes. Budgets and project economics can be tracked continuously without separate spreadsheets.