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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.

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

Consultants & agencies

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.

01

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.

02

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.

03

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

Features

Run client engagements from one workspace

From proposal to delivery to follow-up — keep every engagement visible for the whole team.

Budget tracking

Follow project economics, retainers and delivery costs with visibility.

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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.

01

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.

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02

How 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.

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03

How 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.

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04

How to handle contracts and agreements

Send framework agreements and project contracts for signature — and keep documents linked to the right client and project.

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05

How 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.

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06

How to plan growth and capacity

Map growth initiatives and capacity needs — so the agency can prioritize hiring, sales and delivery with better visibility.

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Guide: Foundbase for consultants and agencies

01

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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Simon SkytteLasse, Foundbase teamRasmus Rowbotham

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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.