Guides

Foundbase Guides

Practical guides on CRM, lead management, sales pipelines and project management — for businesses and teams that want better overview without unnecessary complexity.

5 min.
CRM

How to assess a CRM system for use in Denmark

A practical assessment for businesses, associations, and organisations operating in Denmark.

Rasmus RowbothamRasmus Rowbotham
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All guides

Project Management
6 min.

How to choose a project management tool for your business

Map the workflow, test a real project, and choose the smallest setup your team can keep up to date.

Rasmus RowbothamRasmus Rowbotham
CRM
13 min.

How to choose CRM: checklist for businesses

Get a practical CRM selection checklist: sales process, users, data, integrations and trial with real leads.

Rasmus RowbothamRasmus Rowbotham
Contracts and digital signature
12 min.

Digital signature and contracts in the sales process

See how digital signature and contracts connect with CRM, deals and delivery after signing.

Rasmus RowbothamRasmus Rowbotham
CRM
11 min.

CRM follow-up: how to keep warm leads from going cold

Learn how CRM follow-up ensures no relevant leads are forgotten — with clear next steps, ownership and rhythm.

Rasmus RowbothamRasmus Rowbotham
Automation and integrations
12 min.

CRM automation: follow-up and pipeline without manual work

Learn how CRM automation can help with lead follow-up, tasks and handover to project and contract.

Rasmus RowbothamRasmus Rowbotham
Automation and integrations
12 min.

Contract flow automation: from draft to signature and archive

See how automation can speed up contract flow with reminders, approval and signature linked to CRM and projects.

Rasmus RowbothamRasmus Rowbotham
Budget and liquidity
13 min.

Budget for small businesses: how to get overview

Learn how small businesses and teams can create budgets, track liquidity and make decisions with better financial overview.

Rasmus RowbothamRasmus Rowbotham
Budget and liquidity
13 min.

Budget in Excel vs. system: when is the spreadsheet enough?

Compare budgeting in Excel and dedicated budget tools. See when teams get better liquidity overview in one system.

Rasmus RowbothamRasmus Rowbotham
Workflow
13 min.

CRM with digital signature: from dialogue to signed agreement

Learn how CRM and digital signature can connect so customer dialogue, quotes and contract signing hang together without switching systems.

Rasmus RowbothamRasmus Rowbotham
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