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About

FuseBase is the AI-native client portal and client collaboration platform for client-facing businesses and teams. Clients already have AI. They can complete more routine work themselves, faster and cheaper than before. That changes what agencies, consultants, professional services firms, sales teams, customer success teams, support teams, RevOps, onboarding, implementation, and operations teams must deliver next: finished outcomes, visible progress, reliable delivery, fewer things clients have to manage, and trusted expertise. FuseBase helps teams move from legacy portals, scattered tools, and manual service delivery to AI-native client operations. Use FuseBase to create branded client portals, secure workspaces, onboarding hubs, deal rooms, approvals, knowledge bases, workflows, dashboards, client-facing apps, and AI-assisted operations in one governed foundation.

About

If you’re like most firms, you spend a lot of time waiting for clients to send you documents. You probably also waste countless hours searching for things across multiple different platforms. Stop chasing clients for documents and give them an easy, secure, mobile file-sharing app they’ll love. Client Experience 2.0™ begins with Liscio. And the best part is that accountants and bookkeepers can move a lot faster with Liscio. Liscio is a modern, secure, mobile solution for firms to communicate with clients and exchange sensitive information, eSignatures, and documents on the go. Clients want to text. And it’s too easy for urgent business to get buried in email. Liscio’s Real-Time Messaging is a secure hotline between you and your clients. Always know the who, what, and when with easy-to-track progress and ownership. Client-facing tasks with text alerts and automated mobile reminders for overdue items keeps clients on schedule.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Teams around the world

Audience

Firms of all sizes seeking a solution to provide a world-class experience for clients and staff

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$32
FuseBase is free for teams and individuals. Contact sales for a customized pricing quote.
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.5 / 5
ease 4.4 / 5
features 4.5 / 5
design 4.5 / 5
support 4.3 / 5

Reviews/Ratings

Overall 4.5 / 5
ease 4.5 / 5
features 4.5 / 5
design 4.5 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Nothing. it's a terrible interface with virtually no customer support and It's personally been an on-going nightmare for me.
  • I have a lot of notes, draft email, random thoughts. this product lets me consolidate all of that into a single repository. Love It.
  • Makes it very easy to capture visuals for future reference and updates are frequent enough i.e. it keeps up with current tech.
  • Excellent solution to keep all the knowledge of your team together in one place. The editor is powerful, easy to use and it looks good. It has all the advanced features regarding formatting, attachments, dealing with files, video, audio, etc. Better than any other editor. Sharing notes (even with your own branding) is extremely fast and convenient. The web clipper works well-enough to be comparable to Evernote. You can import all your Evernote notes in a single click.
  • Nimbus is the most versatile, including many useful templates to increase productivity and provide a large number of different use cases.

Cons

  • Worst experience I've ever had with a softeware company. I have been begging them for months to cancel my subscription on an account I no longer have access to but they never respond. Yesterday I got a $70 charge and finally had enough. (It's been over $250) I asked for a refund and they offered me credit for a product I don't like or want and will never use. Buyer beware.
  • Some additional capability around working within a table you may have created to managed cell size and free rows/columns.
  • Can be a bit clunky at times, but nothing to seriously worry about.
  • The native Mac app is slow and sluggish. The webApp works better and provides better search results.
  • When using a smaller window, you must scroll horizontally to view the rest of the text. A bit annoying, but I believe they will be updated in the future.

Pros & Cons from Real Users

Pros

  • Easy to use. We were able to get some of our older retired clients to use it. Didn't require a change to our back-office systems. Excellent support.
  • I love being able to tell clients that I have a military-grade security file sharing option. Support is great. UI is clean and views are dynamic.

Cons

  • Would have preferred to buy the software online. No free trial.
  • There were some quarks in the functionality. The email function is also a bit clunky.

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

FuseBase
Founded: 2014
United States
thefusebase.com

Company Information

Liscio
Founded: 2017
United States
liscio.me

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Categories

Corporate Wiki Supported
Note-Taking Supported
Productivity Supported
Task Management Supported
Visual Feedback Supported

Categories

Collaboration Supported
File Sharing Supported

Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Supported
File Recovery Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Not Supported

Knowledge Management Features

Artificial Intelligence (AI) Supported
Cataloging / Categorization Not Supported
Collaboration Supported
Content Management Supported
Decision Tree Not Supported
Discussion Boards Supported
Full Text Search Not Supported
Knowledge Base Management Supported
Self Service Portal Supported

Note-Taking Features

Categories / Organization Not Supported
Clip From Web Not Supported
Document Scanning Not Supported
Formatting / Markdown Supported
Handwriting Not Supported
Hyperlinking Supported
Image Insertion Supported
List/Checklist Creation Supported
Printing Not Supported
Search Supported
Sharing / Collaboration Supported
Syncing Supported
Templates Supported
Voice Notes Not Supported

Productivity Features

Collaboration Supported
Database Creation Supported
Document Creation Supported
File Sharing Supported
Notes Management Supported
Office Suite Not Supported
Presentation Tools Not Supported
Project Management Supported
Task Management Supported
Team Chat Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Supported
Gantt Charts Not Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Document Management Features

Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Collaboration Features

Brainstorming Not Supported
Calendar Management Not Supported
Chat / Messaging Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Not Supported
Task Management Supported
Version Control Not Supported
Video Conferencing Not Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Supported
Encryption Supported
File Synchronization Supported
Search Supported
User Management Supported
Version Control Supported
Workflow Management Supported

Integrations

Asana Supported
HubSpot CRM Supported
Karbon Not Supported
Shift Supported
monday AI work platform Supported

Integrations

Asana Not Supported
HubSpot CRM Not Supported
Karbon Supported
Shift Not Supported
monday AI work platform Not Supported
Claim FuseBase and update features and information
Claim FuseBase and update features and information
Claim Liscio and update features and information
Claim Liscio and update features and information