If you’ve ever managed projects, clients, or teams, you know how chaotic collaboration gets when tools don’t play nice. FuseBase tries to solve this by combining client portals, internal workspaces, and AI helpers into one platform. You can manage projects, share updates, and automate tasks without juggling a stack of different apps.
It’s built to keep communication clear and workflows organized, all while giving every client a polished, branded experience.
FuseBase started as the Nimbus platform but now adds AI-driven features that cut down on manual work. You can set up secure deal rooms, manage who gets access, and use built-in assistants to handle repetitive stuff.
If you’re growing a team or running a service-based business, this could save you time and keep clients happier.
Key Takeaways
- Manage projects, clients, and teams in one connected workspace.
- Use built-in AI tools to simplify daily work and communication.
- Create branded portals that enhance collaboration and trust.
FuseBase Pricing Plan:
FuseBase Key Features:
01: AI Agents (Apps)
FuseBase bakes in AI agents or apps to help manage daily tasks without forcing you to switch tools. These agents live right in your workspace and handle routine work, freeing you up for more important projects.
You can use ready-made agents or build your own to fit your team’s workflow. Maybe you want an agent that drafts proposals, organizes meeting notes, or automatically updates client records.
Here’s some of what these agents can do:
- Summarize meetings and emails
- Generate and format documents
- Assign and track tasks
- Respond to client questions
You can connect AI agents with your existing systems, like your CRM or chat tools. This way, you keep your workflow steady without piling on new software.
02: AI Agents For Sales
FuseBase comes with AI-powered sales agents to help manage leads, automate follow-ups, and qualify prospects. You set them up once and use them across your workspace, browser, or client portals no extra hassle. These agents tackle repetitive tasks like research, scheduling outreach, and entering data. That way, your team can focus on conversations that actually move deals forward. You can also have agents analyze client data and suggest what to do next. Maybe they’ll flag inactive leads or nudge you to send a personalized message.
03: AI Agents For Teams
FuseBase includes AI agents to help your team knock out routine work so they can focus on what matters. These agents draft messages, summarize notes, or organize updates across projects.
You can create your own agents or pick from built-in ones for different roles. Each agent works inside your workspace to automate tasks you repeat a lot.
Maybe you’ll set one up to sort client feedback or pull together quick reports. That cuts down on manual effort and keeps things tidy.
Teams in sales, marketing, support, or project management can all use these agents. They flex to your needs without a complicated setup.
05: Client Portal
The client portal in FuseBase gives you a secure, organized space to work directly with clients. Share files, assign tasks, and post updates without jumping between apps or getting lost in endless email threads.
You can custom-brand each portal with your logo and colors, so clients know exactly who they’re working with. That helps build trust, honestly. Set permissions for who sees what.
Sensitive info stays private, but you can still collaborate openly where it makes sense. AI tools work inside the portal too. Use them to write updates, summarize notes, or whip up drafts for client messages.
06: Deal Rooms
FuseBase deal rooms help you manage client relationships and close deals faster. You create personalized, white-labeled spaces that show off your brand and give clients a clear view of proposals, timelines, and deliverables.
Each deal room acts as a central hub for communication, files, and updates. Ditch those endless email chains—collaborate in one spot with real-time comments and document sharing.
AI tools help you track engagement and predict what clients need. You’ll know when a client views a file or how often they check your updates, so you can follow up at just the right time.
Use built-in templates and forms to make onboarding and approvals easier. That keeps your sales process organized and, frankly, less of a headache.
07: Knowledge Base
FuseBase lets you build a structured knowledge base for your team and clients. It supports pages, folders, and tags, so you can group related info and find it fast. The AI search makes it easy to locate documents, notes, or project details.
Search across workspaces and filter by keywords, file type, or author no more digging through endless shared drives. You can also create branded knowledge bases.
Customize the look with your logo, colors, and domain, so your clients always get a consistent experience. You can update content in real time, so everyone always has the latest info no more version confusion.
08: Partner & Vendor Portals
FuseBase has dedicated partner and vendor portals to centralize communication, documents, and workflows. Manage relationships, share updates, and track project progress without chasing scattered emails or files.
Each portal is fully branded, so your partners see your logo, colors, and domain. You can use AI-powered tools inside these portals to handle repetitive tasks.
The AI agents answer questions, automate approvals, and help onboard new partners faster. They also track engagement and performance, giving you insights into how partners interact with shared content.
- Secure file sharing and version control
- Real-time chat and meeting notes
- Built-in CRM and e-signatures
- Custom forms, surveys, and task lists
09: Project Management
You can manage projects in FuseBase through a clear, flexible workspace. Organize tasks, documents, and feedback in one place, so your team and clients stay on the same page. View progress, assign responsibilities, and track updates without bouncing between different tools. FuseBase supports Kanban boards, checklists, and status tracking.
Embed files, notes, and visuals directly into project pages to keep everything together. Real-time comments and version control make it easier to collaborate and avoid mix-ups about which version’s current.
Client portals add transparency. Share selected pages or deliverables with clients using Magic Links, so they can view progress and leave feedback—no login needed.
10: FuseBase AI Assistant
The FuseBase AI Assistant is like a built-in helper for your daily tasks. Use it to draft messages, summarize notes, or organize project updates.
It works right inside your workspace. No need to hop between different tools all day. Ask the AI to summarize meetings, extract action items, or generate quick outlines.
That way, you spend less time on repetitive writing and more on decisions that actually need you. The assistant picks up on your workspace context, so its suggestions feel more relevant. It’s not perfect, but it gets closer the more you use it.
FuseBase AI also boosts collaboration. When you share client portals, the AI can help draft updates or pull together clear summaries for clients.It keeps communication consistent and professional, even if you’re in a rush.
11: FuseBase Clarity
FuseBase Clarity lets you record and document processes straight from your screen. Capture each step of a workflow, and the tool automatically builds a visual guide with screenshots and text.
This feature is handy for teams who need quick, repeatable documentation. No more bouncing between apps just to make a simple guide.
You can edit the guide using an AI assistant. It’ll help you refine text, fill in missing details, or tweak formatting if something looks off.
The built-in editor lets you insert tips, tables, files, and other elements to make each guide more useful. It’s flexible enough for most documentation needs.
Teams use Clarity to build SOPs, onboarding materials, or client instructions. The automation cuts down manual writing time and keeps things consistent.
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FuseBase brings client portals, deal rooms, project management, and AI agents into one branded workspace. It streamlines collaboration, automates routine tasks, and keeps communication clear.
AI agents summarize meetings, draft documents, manage tasks, and support sales with lead qualification and follow-ups. Client, partner, and vendor portals offer secure sharing, real-time updates, CRM, e-signatures, and custom forms.
The AI Assistant improves daily workflows, while Clarity records processes into editable guides. FuseBase’s knowledge base and search reduce chaos and help teams deliver faster with consistent professionalism.
