Dashboard/CRM

Yes. There are dashboards for deals and for companies, records you can relate to each other, a users column for assigning an owner and a kanban view for moving a deal through its stages. You build it from the same database features as everything else, so the pipeline sits beside the work it creates rather than in a separate tool.

The database holds the records, such as deals, companies or meetings. The dashboard is how you look at them: a table, a kanban board, a filtered view or a database placed on a page. The same records can appear in several views at once, so sales, delivery and management each see the slice they care about.

Relation records and lookup fields link one record to another, so a deal points to its company and a meeting points to the deal it belongs to, and values from the linked record can be shown without retyping them. That is how one update stays correct everywhere. Relations and lookups have a quick guide of their own.

Yes. A database or dashboard can be embedded into a portal, so a client sees the view you chose instead of your internal workspace. It is a common way to show a project tracker or a status board while your notes, your pricing and your other clients stay out of sight. You control what is embedded and who can open it.

Two things already appear in these guides. AI meeting trackers capture what happened in a meeting and feed the meeting dashboard, and database automation can create or update records when something happens, with AI agents able to take part in those workflows. You define the rules and the access, and a person still judges what a record means for the deal.

The kitchen is where your team works and the dining room is what the guest sees. They are different experiences with different permissions, but they belong to one operation. FuseBase gives you both, connected, instead of a portal bolted onto a separate workspace.

No. FuseBase can extend what you already run rather than demanding a migration first. A common starting point is to add the client facing layer to an existing internal setup and connect the two, then move more only if it pays off.

The portal stops being a filing cabinet and becomes somewhere work happens between visits. The useful question stops being which features a tool has and becomes which parts of your process you are willing to delegate, and what you still want to sign off yourself.

A custom domain is supported, so the portal lives at an address that belongs to your business. Availability depends on your plan, so confirm it for your account before you promise it to a client.