Find your fit
Who it is for
An agency or consultancy with repeated onboarding material can maintain one internal set of pages and expose selected instructions, files and next steps through a client portal. Separate client-specific content from material that should be reused across accounts.
A team replacing scattered documents can organize a workspace into folders, pages and tags. Decide who is a full member, manager, guest or external client before inviting anyone, because the roles affect what they may see and edit.
The work it supports
Core capabilities
Build an internal wiki with articles, SOPs and guides in the page editor. Arrange folders, subfolders and pages around topics that a new team member can find without knowing the original author.
Use tags across the folder hierarchy to bring related material together. Test a fictional policy page in two topic areas so a search or browse path does not depend on one folder name.
A client portal can present the subset of pages, files, tasks, databases and approvals needed for the relationship while the team continues working internally. Preview with a fictional client before sending an invitation.
Access can be set for portals and visible content, with client rights such as view, comment, edit or upload. Older guide wording differs on how far restrictions reach within folders, so check the exact current behavior with mock pages and the selected plan.
Linked pages and folders let a shared onboarding checklist appear in several portals from one source. Keep any client-specific notes outside that linked area and review the result in each portal before using it broadly.
The web app can transfer a page from Internal Space to a portal. Review its attachments and internal comments first, then verify what the client role can see after the move.
Invite customers with the client role so they work through a portal rather than a full internal organization membership. A small pilot should check that the client sees only intended material.
Understand the offer
Pricing and getting started
FuseBase publicly lists Solo, Essentials, Advanced and custom Unlimited plans. Solo shows one member with an optional client/portal; Essentials shows five members, ten portals and 100 clients; Advanced shows 50 members and larger allowances. Verify the live plan card and quote, particularly Advanced portal capacity because two sections of the page differ.
The page presents extra portals, automation runs, transcribing and FuseBase AI as add-ons. Count internal members and external clients separately, and confirm which portal and AI allowance your chosen tier actually includes.
Solo, Essentials and Advanced advertise a 14-day trial. The vendor FAQ says an account without a card drops to a Free plan at trial end. Confirm what content and portals remain available before relying on trial-only rights.
The pricing FAQ says upgrades are charged immediately with proration and downgrades apply at the end of the billing cycle. Check the next invoice and any add-ons before changing plans.
Look a little closer
Before you choose
Pilot a fictional client workspace: create a page and subfolder, link a reusable guide into two portals, and inspect each portal as a client. This exposes accidental sharing before real documents are added.
Review permissions at the exact folder and page level you need. The current portal overview describes per-item settings while an older guide limits restrictions within a folder; resolve that in a test workspace before promising isolation.
The pricing page mixes a Free plan, a 14-day trial, several paid tiers and optional add-ons. It also shows differing Advanced portal totals in different sections. Use a current quote or checkout for member, client, portal and AI limits instead of relying on a single screenshot.
A shared knowledge base is only useful if someone owns updates. Assign an editor and review date for reusable content, then check how edits propagate to every linked client portal.
8 distinct sources behind this profile. Research observed Oct 27, 2026. Features and offers can change.
View sources and research →
