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.
Foundbase integrates with accounting, email, calendars, payments and CRM tools so data moves between systems without manual double work.
See all integrations
E-mail (IMAP/SMTP)Connect company mail via IMAP/SMTP to CRM — incoming and outgoing mail links to the right contact regardless of provider.
GmailSend and receive customer email from CRM. Conversations log on the contact so nothing stays only in the inbox.
Outlook EmailConnect Outlook to CRM so Microsoft 365 users see mail history on leads and customers without switching tools.
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. Pipeline, notes and follow-up can link to projects and contracts, so you work from the same context from first meeting to delivered work.
Companies and teams use Foundbase for clearer overview and fewer systems in daily work.
“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.”
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.
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.
What sales and follow-up look like when proposals, discovery and retainer agreements need tracking — without lost client history.
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 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.
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.
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".
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 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.
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.
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.
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.
See CRM for freelancers, service businesses and other industries — and find the page that matches your client work.
A CRM delivers the most value when customers, follow-ups and sales do not stand alone. In Foundbase, CRM connects with tasks, contracts, budgets and automations so your team can carry relationships from first conversation to concrete work, agreement and follow-up.
See the platform in action and get a quick overview of the core workflows.
We're always ready to show you what Foundbase can do. You're also always welcome to visit our lovely office in Odense, Denmark
Create your free account today — no credit card. Keep client relationships, proposals and follow-up in one place while you deliver work.
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.
