Consultants and agencies work in engagements with clear deliverables and deadlines — but visibility fades when multiple clients run in parallel. Foundbase brings tasks and milestones into one workspace.
Foundbase integrates with accounting, email, calendars, payments and CRM tools so data moves between systems without manual double work.
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E-mail (IMAP/SMTP)Use company mail across projects via IMAP/SMTP — correspondence links to the right task.
GmailHandle project communication via Gmail from the task — mail threads sit next to the task and owner.
Outlook EmailConnect Outlook mail to tasks and projects so status and dialogue do not live in separate inboxes.
Consulting work is about delivering value within a frame: scope, milestones, reporting and deadlines. When each engagement has its own structure but the team shares capacity, a sharp overview becomes essential.
Foundbase is a practical workspace for consultants and agencies. You can structure engagements as projects with tasks, milestones and ownership — so task management supports delivery, not the other way around.
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 consulting engagement rarely lives in one large task. It consists of phases, deliverables, status meetings and internal coordination. Without structure, it is unclear whether the team is on track — or whether a milestone is at risk.
Foundbase lets you create engagements with tasks, milestones and deadlines. Consultants and project leads can see progress and spot blockers before the client notices a delay.
Consultants must not only deliver — they must deliver the right thing on time. When tasks and ownership are unclear internally, the agency risks promising something to the client the team cannot meet.
With task management in Foundbase, you get a more realistic view of capacity and progress. That makes it easier to communicate status to the client and prioritise what actually moves the engagement forward.
What daily work looks like when engagements, milestones and deliverables need management across multiple clients.
A new engagement is created with scope, phases and milestones. The team assigns tasks and sees capacity from day one. New client → engagement with 4 phases → kickoff milestone: week 1, first deliverable: week 4.
Each phase has a milestone with related tasks and deadline. The project lead sees whether the team is on track — or whether a milestone is at risk. Phase 2 analysis → 8 tasks → milestone: report ready Friday → next phase blocked until approval.
Tasks and milestones form the basis for client status. The consultant gathers progress without manually collecting updates from the team. Monthly status → 6 tasks done, 1 milestone delayed → agenda: data collection and new deadline.
Before a consultant is assigned new work, current tasks and deadlines are visible across clients. Senior consultant → 90% capacity → new engagement starts in 2 weeks or with junior support.
Partial deliverables are marked with a client approval deadline. The team knows what awaits feedback and what can start. Draft sent → milestone: client approval Wednesday → revision and final delivery: Friday.
New tasks and adjusted milestones are recorded when scope changes. Capacity and deadlines update visibly. Client adds module → 3 new tasks → milestone moves 1 week → client informed same day.
The closing phase brings handover, evaluation and follow-up together. The engagement closes with a milestone. Project done → tasks: handover, review, follow-up in 1 month → milestone: closed.
Consultants and agencies earn trust by delivering on time within an agreed scope. When engagements live in spreadsheets and status sits in email, the team loses visibility into milestones and capacity.
Foundbase brings task management and milestones into one workspace. It becomes easier to see progress across multiple clients and engagements.
When each engagement can be structured with tasks, milestones and owners, internal coordination becomes more precise. Foundbase helps agencies deliver what they promised the client.
Project management in Foundbase can also connect to CRM, contracts and budgets. That gives consultants a more connected view than an isolated project tool alone.
Consultants work in engagements with milestones — other industries face different challenges. Explore how Foundbase adapts project management for SaaS teams, service businesses, construction trades and more.
Delivery gets stronger when project work is not isolated. In Foundbase, tasks and milestones can link to customers, agreements, budgets and automations — so your team can run projects from plan to finished delivery without switching tools.
See the platform in action and get a quick overview of the core workflows.
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Yes. Create a project per engagement with tasks, milestones and owners. That keeps visibility even when several clients run in parallel across the agency.
When engagements are structured with milestones and tasks, it is easier to see progress and risk. The team can prioritise what drives delivery before deadlines slip.
Yes. Foundbase brings project management together with CRM, contracts and budgets in one platform. That gives consultants a more connected view from client to delivery.
Create phases as milestones with related tasks and deadlines. Each phase has a clear owner so the team knows what drives the next deliverable.
Yes. When tasks and ownership are visible across engagements, it is easier to distribute work and avoid overload — before deadlines slip.
Tasks and milestones form the basis for status. The project lead sees progress, risk and blockers without manually collecting updates from the team.
New tasks and adjusted milestones are recorded when scope changes. Capacity and deadlines update visibly so the team and client share the same picture.
Project management is the core for many agencies, but Foundbase also includes CRM, contracts, budgets and automations. Everything in one workspace — from client and agreement to delivery.
