See the work ahead
Boards and lists make tasks and status visible to the team.
Cross-functional collaboration on one deliverable
When product, sales, marketing and operations work in separate tools, handoffs get lost. In Foundbase, tasks, milestones and dialogue stay connected across roles — so everyone sees the next step toward the same deliverable.
An October launch
Unite sales and marketing
Hand over with context
Track the delivery together
Context and next steps together.
VALUE AND BENEFITS
Cross-functional collaboration
Bring tasks from different disciplines into one workspace. Assign owners, add relevant context and update status when work is handed to a colleague.
Assign ownership
Give each task an owner and deadline, and split larger deliveries into subtasks.
Track time spent
Record time on tasks to see how much work a delivery has taken.
FROM NEED TO ACTION
Cross-functional collaboration in everyday work
Bring tasks from different disciplines into one workspace. Assign owners, add relevant context and update status when work is handed to a colleague.
YOUR TOOLS
Build a workspace around your work
Foundbase is an AI-powered platform with tools you choose to suit your work. Combine CRM and tasks, adding budgeting, contracts or strategy as needed. Each tool has its own visual interface.
Features and integrations depend on your plan and access. View plans
WORKFLOW
From the first step to follow-up
An example of how the work can fit together. Your team chooses the tools, owners and sequence.
Share context
Assign owners
Update work
Hand over task
FEATURES AND USES
Tools for the work that follows
Task boards and lists
Create task lists, assign owners and move tasks between statuses on a board. Choose the view that helps the team see and prioritise current work.
Read moreProject task deadlines
Give tasks a deadline and owner, then review them by date. Update the plan when deadlines change so the team works from the same information.
Read moreMilestones in project work
Break an important delivery into tasks and subtasks with deadlines. Use their status to follow whether work towards the milestone is complete.
Read moreINTEGRATIONS
Connect the tools you already use
Choose relevant connections from the Foundbase catalogue. Each integration page explains the data and actions it supports and what you need to set it up.
Deadlines and time entries support planning. Your team 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. Open the task, contact or relevant tool when you want to review the details. The assistant works within your connections and permissions.
ABOUT FOUNDBASE
From a Foundbase customer
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 Jeppesen
Junker ConsultingGETTING STARTED
Start with one part of your day
Choose your starting point
Create a workspace and begin with the tools you need for a concrete task.
Add relevant information
Add contacts, tasks or a budget. Connect relevant integrations to work with data from other systems.
Invite the team
Invite colleagues with the roles they need. Assign a task and use it as your first shared workflow.
ACCESS AND COLLABORATION
A shared workspace with clear access
Roles and permissions
Access to data and actions follows membership and permissions in your workspace.
View plans and accessYour data and connections
Read how Foundbase handles information and which terms apply to your account.
Read the privacy policyHelp with the next step
Contact Foundbase with setup or usage questions. See your included support options on the pricing page.
Contact FoundbaseEXPLORE FURTHER
Find a workflow that fits your team
QUESTIONS AND ANSWERS
Questions about Cross-functional collaboration
Bring tasks from different disciplines into one workspace. Assign owners, add relevant context and update status when work is handed to a colleague.
Yes. Foundbase is an AI-powered platform with visual tools for CRM, tasks, budgeting, contracts and strategy. You choose which tools to work with. Feature and integration access depends on your plan and permissions.
The assistant can find information and help with supported actions in your workspace, including tasks, contacts and follow-ups. It uses the data, connections and permissions available to you. Continue the work in the visual tools whenever you need to.
Deadlines and time entries support planning. Your team decides staffing and priorities.
Choose based on the capabilities you need. The current pricing page lists plans, user limits and included features. Automations and certain integrations can require a higher plan.
NEXT STEP
Try Foundbase with your own work in mind
Explore the demo, or create an account and choose the tools you want to start with.