Manage client work from first conversation to delivery

Foundbase brings CRM, projects, tasks, contracts, budgets and automations together, so consultants and agencies can connect sales, delivery and follow-up.

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Kenneth Thor
Jakob Junker Jeppesen
Thor Schriver Magnusson
Used by 300+ companies
Our partners
Morgendagens Iværksættere
Heyfunding
Topix
Firma.dev
Morgendagens Iværksættere
Heyfunding
Topix
Firma.dev

Value and benefits

AI platform for consultants and agencies

Follow each client from first inquiry to delivery in Foundbase. Combine CRM, project management and contracts as needed, with the AI assistant working alongside the visual tools.

CRM with AI and a clear customer overview

Keep contacts, companies and notes together, so you’re ready for the next conversation.

Project management with tasks, owners and AI

Boards and lists make tasks and status visible to the team.

Contract management and e-signature

Use contract templates for similar agreements.

From need to action

Keep the agreement connected to delivery

Keep the client brief and conversation in CRM. Once the work is agreed, create the delivery tasks, assign owners and log time. You follow both the client and the work in one workspace.

How it works

From the first step to follow-up

An example of how the work can fit together. Your team chooses the tools, owners and sequence.

  1. Client brief

  2. Agreement

  3. Team tasks

  4. Delivery and follow-up

Team roles

An overview for every role

How different roles typically use Foundbase day to day. You decide who can access what.

  • Partners and leadership

    See clients, agreements and time spent across projects.

    • Follow the pipeline and new client briefs
    • See time logged per project
    • Ask the assistant about project status
    Typically uses
    • CRM
    • Tasks

  • Advisers and project managers

    From client brief to an agreed, planned delivery.

    • Keep briefs and client conversations in CRM
    • Send the agreement for e-signature
    • Set up tasks for the delivery
    Typically uses
    • CRM
    • Contracts

  • Consultants on the project

    Work through your tasks and log time as you go.

    • See assigned tasks and deadlines
    • Record time on the client project
    • Share status with the team on the board
    Typically uses
    • Tasks

Your tools

Build a workspace around your work

Foundbase is an AI-powered platform where you pick the tools that suit your work. Start with CRM and tasks, for example, and add budgeting, contracts or strategy when you need them. Each tool has its own visual workspace.

Features and integrations depend on your plan and access.View plans

Features and uses

Tools for the work that follows

Integrations

Connect the tools you already use

Choose the connections you need from the Foundbase integration catalog. Each integration page explains which data and actions it supports and what the setup involves.

Foundbase

Time entries give you a basis for project reviews. Invoicing and accounting connections have to be set up with the features available on your plan.

Explore integrations

AI assistant

Describe what you need. Continue visually.

Ask the assistant to find information or help with a supported action in your workspace. Then open the task, contact or tool when you want to go through the details. The assistant stays within your connections and permissions.

See it in action

Try Foundbase with demo data

Open the interactive demo and explore the tools at your own pace. Everything in it is fictional sample data.

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“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.”

Jakob Junker JeppesenJakob Junker JeppesenOwner, Junker Consulting

Getting started

Start with one part of your day

  1. Step 1

    Choose your starting point

    Create a workspace and start with the tools you need for one specific task.

  2. Step 2

    Add your content

    Add contacts, tasks or a budget. Connect the integrations you need to work with data from other systems.

  3. Step 3

    Invite the team

    Invite colleagues with the roles they need. Assign the first task and get going together.

Access and collaboration

A shared workspace with clear access

Roles and permissions

Access to data and actions follows each person’s membership and permissions in your workspace.

View plans and access

Your data and connections

Read how Foundbase handles your information and which terms apply to your account.

Read the privacy policy

Help with the next step

Get in touch with questions about setup or day-to-day use. The pricing page shows the support included in each plan.

Contact Foundbase

Further reading

Find a way of working that fits your team

Explore examples for your industry

FAQ

Questions about consultants & agencies

Can’t find the answer? Email support@foundbase.io

  • Follow each client from first inquiry to delivery in Foundbase. Combine CRM, project management and contracts as needed, with the AI assistant working alongside the visual tools.

Get started

See how Foundbase fits your work

Create a free account and pick the tools you want to start with, or explore the demo with sample data.

Try Foundbase free for 14 days

  • No credit card required
  • Then stay on Free with CRM and task management
  • Or choose a plan with unlimited AI, contracts, e-signatures, budgets, integrations and automations

See Foundbase in a live demo

Explore a workspace with sample data right away, or book a call and we'll show you the assistant and what Foundbase can do for you.

Simon SkytteLasse, Foundbase teamRasmus Rowbotham

Meet the team behind Foundbase

We're based in Odense

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