New Basecamp projects and to-dos triggered by CRM activity.
The client signs on a Monday, hears nothing for nine days, and then gets an email apologising for the delay and asking for the address you already have. The project in Basecamp was made on the Thursday and they were never invited to it.
You already work this way with the people you serve — the whole reason you chose Basecamp is that the customer can be in there with you. But getting them in is a job somebody does by hand, days after they signed. A project has to be made, named the same as the last forty, and then somebody has to remember the email address, send the invitation, and write the message explaining what happens next. So the new client waits a week in silence after the most confident moment they will ever have about you. Connect Basecamp and the project opens the day they sign, with them already in it and the first message posted, and when they answer it, their answer starts the next thing on your side.
Reach for this when the customer is meant to be inside the workspace, not emailed screenshots of it. It suits work done with the client rather than for them. Build, renovation, onboarding, anything with months and decisions in it.
Need more than it doesTell us what the connection has to do and we will wire the rest of it.
They are added to their own project as a person, not sent a summary of one. The place the work happens is a place they can open.
What happens next, who they will be dealing with, what you need from them. Posted when they arrive, not written from scratch by whoever is free.
A reply from the client can start the next step on your side. Their answer moves the job instead of waiting for somebody to notice it.
You will find it under Settings → Integrations → Basecamp.
Open the setup guide →
Projects, to-do lists and the to-dos in them. Messages on the message board and in Campfire. Documents. Finding a person, and adding one to a project. That is the scope, and it is the shape of a client project.
It is the reason you use Basecamp. They see progress without asking for it, and the asking is what eats a week. You choose what they are added to, so what they see is the project you meant them to see.
Whatever you decide it says, written once. What happens first, who is looking after them, what you need from them before you start. It carries their details, so it reads as theirs rather than as a template that went out to everybody.
Yes. A message from the client, a to-do ticked, a change in the project. Any of those can begin the next step here — the follow-up, the invoice, the note on their record. Nobody is watching the project waiting to act on it.
A connection is made per account. You set one up for each Basecamp account you run, and each of them writes into the right place. Worth knowing before you start if you keep separate accounts for separate parts of the business.
Your pipeline, your data. Not a slide deck.