See the work ahead
Boards and lists make tasks and status visible to the team.
Client projects from agreement to delivery
Run client projects from first agreement to final delivery in Foundbase. Tasks, deadlines, owners and customer context stay in one place, so project leads can see what’s missing, who owns the next step and where delays are building up.
Value and benefits
Client projects and deliveries
Organize client work in task lists with owners, deadlines and status. Keep client details and agreements in CRM, and make day-to-day project work visible to the team.
Assign ownership
Give each task an owner and deadline, and split larger deliveries into subtasks.
Track time spent
Log time on tasks to see how much work a delivery actually took.
From need to action
Client projects and deliveries, day to day
Organize client work in task lists with owners, deadlines and status. Keep client details and agreements in CRM, and make day-to-day project work visible to the team.
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.
Find customer
Create tasks
Agree on deadlines
Track delivery
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
- Feature
Task boards and lists
Create task lists, assign owners and move tasks between statuses on a board. Pick the view that helps your team see and prioritize the work at hand.Read more - Feature
Project task deadlines
Give each task a deadline and an owner, then review them by date. Update the plan when deadlines move so everyone works from the same information.Read more - Feature
Milestones in project work
Break an important delivery into tasks and subtasks with deadlines. Their status shows whether the work toward the milestone is done.Read more
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.
Deadlines and time entries help you plan. Your team still decides staffing and priorities.
Explore integrationsAI 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.
Try the live demo
“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 JeppesenOwner, Junker ConsultingGetting started
Start with one part of your day
Step 1
Choose your starting point
Create a workspace and start with the tools you need for one specific task.
Step 2
Add your content
Add contacts, tasks or a budget. Connect the integrations you need to work with data from other systems.
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 accessYour data and connections
Read how Foundbase handles your information and which terms apply to your account.
Read the privacy policyHelp 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 FoundbaseFurther reading
Find a way of working that fits your team
- Feature
Team collaboration on tasks
Share tasks, comments and ownership in your team’s workspace. Keep the status and decisions on the task so everyone with access can see what happens next.Read more - Feature
Files and documents on tasks
Attach relevant files to the task and keep them with the rest of its details. That gives your team one place to find the documents a delivery needs.Read more - Feature
Time tracking on tasks
Log the time you spend on a task. Review your time entries when you follow up on a delivery or estimate the scope of future work.Read more
FAQ
Questions about client projects and deliveries
Can’t find the answer? Email support@foundbase.io
Organize client work in task lists with owners, deadlines and status. Keep client details and agreements in CRM, and make day-to-day project work visible to the team.
Yes. Foundbase is an AI-powered platform with visual tools for CRM, tasks, budgeting, contracts, strategy and more. You decide which tools to use. Access to features and integrations depends on your plan and permissions.
The assistant can find information and help with supported actions in your workspace, such as tasks, contacts and follow-ups. It works with the data, connections and permissions you have access to, and you can always carry on in the visual tools.
Deadlines and time entries help you plan. Your team still decides staffing and priorities.
Choose based on the features you need. The pricing page lists the current plans, user limits and included features. Automations and some integrations may require a higher plan.
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.
Meet the team behind Foundbase
We're based in Odense