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
Project management for consultants — engagements, milestones and deliverables
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.
Connect Project management 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.
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Consultants deliver within scope — not without milestone visibility
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. Get started for free with engagements as projects with tasks, milestones and ownership, and expand with CRM, budgets and contracts as needs grow.
Task management for consultants and agencies
Engagements, milestones and deliverables in one placeBetter visibility when multiple clients run in parallelClearer status internally and with the client
- Engagements, milestones and deliverables in one place
- Better visibility when multiple clients run in parallel
- Clearer status internally and with the client
Customer testimonials
Why our users love us
Companies and teams use Foundbase for clearer overview and fewer systems in daily work.
01
Engagements with clear milestones
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.
- structure engagements with phases and milestones
- track deliverables and internal coordination
- see progress across multiple clients
01
Deliverables that match client expectations
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.
Typical consulting scenarios in project management
What daily work looks like when engagements, milestones and deliverables need management across multiple clients.
Engagement kickoff
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.
Phase milestone
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.
Client status report
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.
Capacity across engagements
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.
Deliverable for approval
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.
Scope change
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.
Engagement closed
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.
Guide: Project management for consultants and agencies
Project management when engagements are the core of consulting work
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.
From engagement to delivery with shared visibility
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.
Project management for other industries
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.
Features
Related tools, industries and comparisons
Delivery gets stronger when project work connects with customers, budgets, contracts and automations. Explore the pages that match your next step.
CRM
Turn customers and agreements into concrete tasks. When a client project starts, delivery and follow-up can continue directly in the project module.
See CRM in FoundbaseBudget tool
Track hours, spend and project finances when resources and delivery affect the budget — without separate spreadsheets.
See budget toolContracts
Link contracts to projects and customers so scope, agreements and deliverables stay connected — from signature to completed work.
See contract managementWorkflow automation
Set automatic reminders for deadlines, status changes and milestones — so the team does not have to remember everything manually.
See workflow automationFoundbase vs ClickUp
Compare Foundbase with ClickUp when you want project management connected to CRM, contracts and budget — not another isolated workspace.
Read the ClickUp comparisonFoundbase vs monday.com
See how Foundbase compares with monday.com on project management, visibility and connection to customers and agreements.
Read the monday.com comparisonProject management with CRM
Client projects often start in the sales conversation. With CRM and project management in one platform, you avoid losing context between agreement and delivery.
See project management with CRMProject management for service businesses
Service businesses often run many parallel jobs against fixed deadlines. See how project management can support that flow.
Project management for service businessesClient project management
Run client projects from agreement to delivery with tasks, milestones, ownership and customer context in one place.
See client project managementWant to know more?
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Frequently asked questions
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.