Written by Dan Sagar, FoundationsAI. Updated November 2026.
FoundationsAI now has project management built in. You organise work into spaces, folders and lists, break it into tasks and sub-tasks, and see everything on a board or a list. Because it sits in the same system as your contacts, pipeline and automations, a won deal can add the tasks for you. It's on the Pro and Managed plans.
What it does
- Spaces, folders and lists to organise work by team, client or type of job
- Tasks and sub-tasks with owners, due dates and statuses
- Board and list views
- Automations that add tasks, and that act when a task is added, completed or due
- Ask AI: describe a project in a sentence and it builds the lists and tasks for you to check
Who it helps
- Agencies and consultants delivering client work.
- Builders, installers and landscapers running jobs with several stages.
- Any team using a separate task app next to their CRM and copying details between the two.
What it replaces
ClickUp, Trello, Asana, Monday or the whiteboard in the office. The biggest saving isn't the subscription. It's no longer copying names, addresses and notes from one system to another.
What's involved
Start with one space and one list for your most common type of work. Write out your usual steps as tasks. Then add an automation so a won deal adds those tasks for you. We can set this up with you in your setup session.
Common questions
Which plan includes project management?
Pro and Managed.
Is it the same as the pipeline?
No. The pipeline tracks deals until they're won. Projects track the work after that.
Can you help me move from ClickUp or Trello?
Yes. We'll help you rebuild your main lists in your setup session.