MakeMyBaseFor Consulting Agencies
Salesforce ✓HubSpot ✓Asana ✓Monday ✓Jira ✓ClickUp ✓Notion ✓Confluence ✓Harvest ✓Toggl ✓Slack ✓Teams ✓Google Drive ✓SharePoint ✓PandaDoc ✓DocuSign ✓Salesforce ✓HubSpot ✓Asana ✓Monday ✓Jira ✓ClickUp ✓Notion ✓Confluence ✓Harvest ✓Toggl ✓Slack ✓Teams ✓Google Drive ✓SharePoint ✓PandaDoc ✓DocuSign ✓
Built for consulting agencies

Every engagement, one shared brain.

MakeMyBase plugs into your CRM, PSA, project tools, time tracker, and every client deck and folder — then turns the whole agency into one AI workspace your partners, managers, and consultants actually use.

SOC 2-alignedNDA-grade isolationPer-engagement permissions
MakeMyBase · Practice Pulse
  • Active engagements38
  • Avg utilization (consultants)78%
  • Proposals shipped (week)14
  • Avg deliverable lookup2.1s
  • Hours saved (week)92
Net Δ+5.2× faster
vs. last quarter · sample agency, 42 consultants

The numbers your managing partner cares about.

Agencies move from "who worked on something like this" to "here's the slide and the data" in the first week.
68%
less time hunting for past work
across pilot agencies, first 60 days
5.2×
faster proposal & SOW turnaround
from kickoff brief to client-ready draft
$0
spent on a separate KM tool
one workspace, every client and engagement

Connects to every tool your agency runs on.

Every connector is two-way and incremental. We never re-pull what we already have, and every answer cites the exact deck, ticket, contract, or timesheet it came from.

MakeMyBase AI
Agency-wide brain
CRM & Pipeline
Live
SalesforceHubSpotPipedriveCopper
Project & Delivery
Live
AsanaMondayJiraClickUp
Docs & Knowledge
Live
NotionConfluenceDriveSharePoint
Time & Billing
Live
HarvestTogglBigTimeQuickBooks Time
Comms
Live
SlackTeamsZoomGmail / Outlook
Proposals & SOWs
Live
PandaDocDocuSignLoopioRFPIO
BI & Data
Beta
TableauLookerPower BISnowflake
Anything else
Custom
REST APIWebhooksCSVSFTPOn-prem
Don't see a tool? We've added connectors in under two weeks.Request an integration

Ask anything. Get a cited answer — not a guess.

Every response points back to the exact deck, ticket, contract, or timesheet it came from.

Engagement manager

"Who on the team has shipped a B2B SaaS pricing study in the last 18 months?"

MakeMyBase

4 consultants: Patel (lead, 3 engagements), Nguyen, Okafor, Reyes. Most recent: Acme SaaS, Q1. Deck and model linked. (Source: Salesforce + Drive)

Engagement manager

"Pull every SOW expiring in the next 60 days with no renewal in pipeline."

MakeMyBase

7 SOWs, $1.46M ARR at risk. Largest: Northwind ($420K, exp Sep 12). No HubSpot opportunity attached on 5 of 7. (Source: PandaDoc + HubSpot)

Engagement manager

"Summarize Acme's Q2 findings and flag scope creep risks."

MakeMyBase

3 key findings (channel mix, win-rate drift, CAC). Two scope changes via Slack not in the SOW: brand audit + competitor teardown. Recommend change order. (Source: Notion + Slack)

Try it Now

Build Yours in Minutes

A live MakeMyBase chat, primed on the questions agency partners and engagement managers ask every day. No sign-up — type something below.

MakeMyBase · Live demo
Online

Hi — I'm MakeMyBase. Ask me anything an agency leader might ask: utilization, staffing, pipeline coverage, SOW risk, proposal drafting, deliverable lookups. Try a suggestion below or type your own.

Demo answers use illustrative figures, not real client data.Build yours

A month of onboarding, done in an afternoon.

01
Connect the stack

OAuth into Salesforce, HubSpot, Asana, Jira, Harvest, Notion. Drop in any Drive or SharePoint folder. One-click client and engagement onboarding.

02
We index the trail

Decks, models, SOWs, RFPs, tickets, time entries, meeting notes — all unified per client and per engagement, with permissions intact.

03
Your agency just asks

Partners, managers, and consultants ask in plain English. Every reply cites the deck, ticket, contract, or timesheet it came from.

Common questions

What agencies ask before they sign up

Have a question we didn't cover? Talk to our team

SOC 2 Type II alignedPer-engagement isolationRole + practice permissionsExportable audit logPII redaction on ingestZero training on your data

Stop hunting. Start delivering.

Connect one engagement, point us at your Drive, and watch your team ship proposals and answer clients without the Slack scramble.