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.
Built in the EU
Simple CRM for consultants and agencies with proposals
Consultants sell trust — and deliver through projects and proposals. Foundbase brings clients, pipeline and follow-up into one simple CRM, so sales and advisory work stay connected.
Connect CRM with 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
Consultants sell trust — CRM should follow the full proposal process
In consulting, every relationship matters — and every proposal process takes time. When dialogue, proposals and project plans sit in different tools, you lose sight of which clients are active and what needs follow-up.
Foundbase gives consultants and agencies one CRM for lead management and client relationships. Get started with pipeline and follow-up for free, and connect to projects and contracts when you are ready for more connected operations.
CRM for consultant sales and client flow
Proposals and pipeline with shared client historyFollow-up shared between partners and consultantsCRM connected to projects and contracts in Foundbase
- Proposals and pipeline with shared client history
- Follow-up shared between partners and consultants
- CRM connected to projects and contracts in Foundbase
Customer testimonials
Why our users love us
Companies and teams use Foundbase for clearer overview and fewer systems in daily work.
01
Proposals and pipeline without lost history
A proposal process can stretch over weeks with meetings, revisions and follow-up. In CRM the conversation stays with the contact — so the next colleague does not need ten email threads to understand status.
Pipeline can match your sales flow: new enquiry, discovery, proposal sent, negotiation, won. That gives leadership visibility without making daily work heavy for consultants.
- proposal follow-up with notes and next steps
- pipeline tailored to consulting sales
- client history together during handover
01
Client relationships that outlast one project
Many agencies grow through repeat work with the same client. Without CRM you risk missing opportunities because the relationship only exists in project folders and old proposals.
With Foundbase you can track which clients are ready for follow-up and when a framework agreement should renew. That makes CRM a tool for long-term relationships — not only new leads.
Typical consulting scenarios in CRM
What sales and follow-up look like when proposals, discovery and retainer agreements need tracking — without lost client history.
Discovery call booked
Contact moves to discovery stage with date, attendees and agenda. Owner sets follow-up after the meeting so no conversation disappears. Inbound enquiry → discovery Wednesday → task Thursday: send summary and clarify scope.
Proposal sent
Proposal is logged with amount, validity and next step. The whole agency sees status — not only whoever wrote the proposal. Proposal sent Monday → follow-up Wednesday: call and ask if they have questions on scope.
Retainer renewal
Framework agreement and renewal date link to the client. The team plans follow-up and quote well before the agreement expires. Retainer expires in 60 days → task: book review and send renewal proposal.
Repeat engagement with client
Existing client gets new work logged on the same contact record. History from previous projects is ready. Client calls with new task → new deal on same company → note: "Prefers fixed team".
Partner handover
When a partner takes over a client, notes and pipeline follow. The new owner does not start from scratch in email threads. Partner A on leave → client handed to B → full history and open tasks visible.
Lost proposal — re-engagement
Lost proposals are marked with reason and optional follow-up later. The relationship is preserved for future opportunities. Lost on budget → note: contact again in 6 months → task set for Q4.
Referral from client
Recommendation from existing client is logged with source and link. You can follow up and thank the referrer. Client A refers company B → lead with source "referral" → thank-you to A after meeting booked.
Guide: CRM for consultants and agencies
Sales flow in consulting
Consultants often sell through relationships, trust and tailored proposals. CRM should support long conversations and repeat collaboration — not only quick one-off deals.
Simple CRM for consultants gives every client and contact shared history. That makes proposal follow-up more professional and easier to share between partners and team members.
Foundbase CRM from enquiry to delivery
When an enquiry becomes a client, information should carry forward. In Foundbase, sales can register leads and agreements in CRM while consultants take over work in project management.
Contracts and budget can link to the same client, so the agency has visibility into both pipeline and finances. That means fewer systems and better connection between what you sell and what you deliver.
CRM for other industries
See CRM for freelancers, service businesses and other industries — and find the page that matches your client work.
Features
Related tools, industries and comparisons
A CRM delivers the most value when customers, follow-ups and sales connect with projects, contracts and automations. Explore the pages that match your next step.
Project management
Turn sales work into concrete tasks. Create tasks from customers, leads and deals, assign ownership across the team and follow up on the work that needs to happen after the next conversation.
See project management in FoundbaseContracts
Create, send and sign contracts directly from Foundbase. Keep agreements linked to customers, leads and deals so the team can see the connection between relationships, dialogue and signed agreements.
See contract managementWorkflow automation
Automate follow-ups, reminders and internal processes across CRM, tasks, contracts and integrations.
See workflow automationFoundbase vs HubSpot
Compare Foundbase with HubSpot on CRM, pipeline, pricing and day-to-day execution — when you want focus rather than a broad marketing suite.
Read the HubSpot comparisonPipedrive alternative
Looking for a Pipedrive alternative with CRM, contracts and project management in one platform? See how Foundbase can fit your sales flow.
See Pipedrive alternativeCRM with project management
When an agreement is in place, delivery still needs to be tracked. Connect customers and deals to tasks, milestones and ownership in the same system.
See CRM with project managementCRM for service businesses
Service businesses need visibility over quotes, follow-ups and ongoing delivery. See how CRM fits a service workflow.
CRM for service businessesCRM for consultants
Consultants and agencies need to manage relationships, projects and follow-ups without a heavy sales system. See CRM for consulting work.
CRM for consultants and agenciesWant to know more?
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Frequently asked questions
Yes. Foundbase is simple CRM for consultants who want structure without enterprise complexity. Start with contacts, pipeline and follow-up — and expand with projects and contracts as needed.
Yes. You can register status, notes and next steps for each client and opportunity. That makes it easier to prioritise follow-up and see where proposals stand in the process.
When a client says yes, work can continue as projects and tasks in Foundbase — with the same contact history. Sales and delivery share context without manual handover.
Most use stages such as new enquiry, discovery, proposal sent, negotiation and won. Pipeline can match your sales flow — what matters is owner and next step on each deal.
Yes. The contact has one history: meeting notes, proposal status and agreements. Partners and consultants can take over without reading ten email threads to understand status.
Framework agreements and renewal dates link to the client. Follow-up is set proactively so you renew — not only react when the contract expires.
Yes. Many solo consultants start with contacts, pipeline and follow-up. The platform grows with you if you later build a team or agency.
CRM is the core for many agencies, but Foundbase also includes project management, contracts with e-signing and budget. Everything in one workspace — fewer systems between sales and delivery.