FuseBase 2024: Year in Review and a Bold Vision for 2025

At FuseBase, we’re making 2025 a big year. We’re expanding into pre-sales with the introduction of Sales Deal Rooms. These rooms will centralize communication, documents, and progress tracking, creating a seamless transition from initial deal discussions to onboarding and beyond.

This means fewer “Did you get my email?” messages and more “Let’s close this deal” moments.

But before we get too far into the future, let’s talk about 2024. This year, we took your feedback and ran with it.

We made client portals easier to customize (so they actually look like you care), added AI to handle the boring stuff like transcriptions, and built workflows to save you from spending hours chasing updates.

It’s been a busy year, but the result is a platform that works harder so you don’t have to.

Here’s what to expect in this update:

• 2024 Highlights: New features we launched this year to improve your workflow.
• Our 2025 Vision: How we’re expanding into pre-sales and bridging gaps between teams.

1. Portal Customization and Visual Design

Out of all the updates we’ve been working on, this one is the most exciting. We couldn’t wait to tell you about it first.

Personalization is key when it comes to building strong client relationships. That’s why we’ve made sure our portal customization tools don’t just give you options — they give you the power to create something that feels truly yours.

You want to make clients feel like they’re getting a unique experience that matches their brand and needs.

What’s New:

• Customizable blocks & hero sections: Now, you can mix and match blocks to build the perfect layout. Whether it’s for a client onboarding or project updates, you can make sure everything feels personalized.

• Quick portal duplication: Setting up new portals doesn’t have to be a time-suck. With duplication, you can spin up a new portal in minutes, just copy a template and tweak as needed. It’s a total time-saver, especially when you’ve got lots of clients to manage.
• Full control with CSS/JS: Want complete freedom to fine-tune the look and feel of a portal? Now you’ve got it. Custom CSS and JS let you bring your clients’ brands to life online, making sure everything looks just right while reinforcing their brand identity.

These features will save you time, make life easier, and create a better experience for your clients. By giving you the tools to quickly set up personalized, branded portals, we’re helping you stay efficient and connected, all while showing your clients that you’re serious about delivering the best service.

Click For New Customization Options

2. AI Features

We’ve introduced a couple of AI features designed to save you time and make your day a little less… well, chaotic.

What’s New:

• AI assistant integrated into both Internal Spaces and client portals, helping you find the information you need, answer simple questions, and surface relevant content without the endless digging.
• Video transcription functionality that transcribes video content, so you don’t have to watch a meeting replay three times just to grab a few key details.

No more rewinding the video or taking notes during every meeting.

In Internal Spaces, the AI Assistant helps by finding relevant documents, summarizing important updates, and answering simple queries. It’s like having a personal assistant who knows exactly where to look.

3. Automation and Workflow Optimization

With that in mind, we’ve added new automation features that cut down on repetitive tasks, minimize errors, and keep your workflows running like clockwork.

What’s New:

• Service integration. Automatically create portals based on CRM updates, ensuring a seamless flow between systems.
• Internal task automation. Manage task lists, set up triggers for notifications, and streamline your team’s operations.
• Data-driven document generation. Create contracts, reports, and other documents based on external data inputs, all without lifting a finger.

You can rest easy knowing your processes are running in the background while you focus on the big picture.

4. Data Collection

We know onboarding can sometimes feel like chasing down loose ends. Now we’ve added tools to help you gather client information without the chaos.

What’s new:

• A dedicated Onboarding Module with forms built right into the portal, so you can request and collect data in one place.
• Customizable form-building tools for tailored questionnaires, surveys, or anything else you need from clients.

There, they’ll find a clean, branded form where they can submit everything at once.

The data comes directly to you — organized, centralized, and ready for action. No spreadsheets. No “Did you get my last email?” headaches. Just a smooth start to your collaboration.

Want to see how they work?

5. Project Management

Client collaboration can get messy without the right tools. That’s why we’ve introduced new project management features to help you stay organized and keep communication crystal clear.

What’s New:

• A Task Dashboard that centralizes tasks, deadlines, and progress updates in one place to ensure nothing is overlooked.
• Chat Dashboards keep conversations focused on specific projects, making communication streamlined and easy to track.
• Granular permissions give you precise control over who sees what, ensuring clients only access the information relevant to them.
• An E-Signature module that simplifies contract handling from NDAs to service agreements with seamless document generation and signing directly in the portal.

When Client B needs clarification on a deliverable, you hop into their Chat Dashboard, where the entire conversation history for that project lives — no more digging through unrelated threads. And with granular permissions, Client C won’t accidentally access sensitive documents from Client A’s project.

6. Analytics

Great client interactions start with understanding what’s working and what’s not. To give you that clarity, we’ve introduced new features that make it easier to analyze data, track performance, and manage your organization at a glance.

What’s New:

• An Organizational Dashboard consolidates key metrics, providing a real-time overview of project timelines, team workloads, and client activity.
• Client Analytics tracks every interaction: when clients access the portal, what actions they take (down to clicking links), and their overall level of engagement.

For a high-level perspective, the Organizational Dashboard provides insights like project timelines, client activity, and team workloads — all in one place. It’s like having a control center for your business, without needing a Ph.D. in data analysis.

A Bold New Vision for 2025: Expanding into Pre-Sales

At FuseBase, we’re expanding our product to cover the entire client journey — from pre to post-sales — because no existing solution truly meets all these needs.

While our roots are in simplifying post-sales processes, we’ve listened to your feedback and recognized the opportunity to address the pre-sales challenges you face daily.

Imagine having everything for a deal in one place: proposals, client questions, stakeholder feedback, and progress tracking. That’s the vision behind Sales Deal Rooms — a centralized hub that streamlines your pre-sales process, fosters trust, and keeps the sales cycle moving.

Here’s why we think you’ll love it:

• Close deals faster. Organize all deal-related documents and communication in one place to avoid delays.
• Create trust at every step. Deliver a polished, branded experience that keeps clients engaged.
• Prevent deal ghosting. Keep clients involved with consistent communication and engagement tools.
• Negotiate smarter. Use built-in analytics to refine strategies and close more deals.
• Save time. AI-powered workflows handle follow-ups, engagement tracking, and task management for you.

With Sales Deal Rooms, you can keep all assets, communication, and history in one place. No context is lost, no time is wasted.

Your revenue team can focus on what truly matters (closing deals and driving growth) instead of getting bogged down by low-level admin tasks.

And it’s not just about helping your sales team.

Sales Deal Rooms will also bridge the gap between Sales and CX teams.

They’ll transition seamlessly into onboarding and client portals, keeping all assets, communication, and history in one place. Fewer surprises, less confusion, and no extra tools or registrations required. Your team can focus on growth while reducing churn and admin work.

Looking Ahead

As part of our vision for 2025, we’re committed to building a truly end-to-end platform for client-facing teams. Sales Deal Rooms are just the beginning.

Our roadmap includes:

• Deeper AI integrations to automate workflows and save time.
• More customization options to make Deal Rooms align with your unique brand.
• New tools designed to make the sales process even more efficient.

Be the First to Know

Want early access to our pre-sales features? Drop your email below, and we’ll keep you in the loop as we roll out these exciting updates.