CRM · Service-business ERP · Chief of staff & support

BOARDette

BOARDette is an integrated CRM and service-business ERP built by Gotoclient and open to other organisations. It connects clients, contacts and sales pipelines with quotations, jobs, planning, recorded time, costs and invoices. Knowledge, onboarding, team support and AI-assisted preparation sit alongside daily operations—not in place of them.

The CEO’s chief of staff.
Everyone’s superpower.

Built by Gotoclient, open to teams everywhere.

Open BOARDette

The specialised ERP and CRM for service firms

Five problems every service firm knows. Solved in one place.

Consultancies, law firms, agencies and other professional practices sell expertise and time. These are the gaps where that value usually leaks — and how BOARDette closes them.

01
Disconnected sales and delivery
The problem. CRM, project tools, timesheets and billing live in separate systems. Client context is re-entered or lost at every handoff.
How BOARDette solves it. A deal or quotation becomes an owned job in the same workspace, keeping verified client, quote and invoice links from first conversation to final invoice.
02
Scope creep and unbilled work
The problem. Extra requests and advisory time slip into delivery unnoticed and quietly erode margins.
How BOARDette solves it. The linked quotation and standing Musts stay beside the work, and client requests from the portal wait for the job owner’s review before becoming tasks.
03
Profitability seen too late
The problem. Margins are calculated weeks later in spreadsheets, when nothing can be changed.
How BOARDette solves it. Time, expenses and supplier invoices are recorded against the job, so profitability can be reviewed against the original quotation while the work is running.
04
Slow, fragmented billing
The problem. Gaps between finished work, client sign-off and invoicing delay cash and create errors.
How BOARDette solves it. Multiple billing entities under one client, reviewed invoice imports without duplicates, and a client portal where clients follow their jobs and download attached invoices.
05
Capacity guesswork
The problem. Work is promised without a clear view of who is available, on holiday or already overloaded.
How BOARDette solves it. Task estimates, a working-day board with public and company holidays, absence requests with notice rules, and Magic Planner proposals reviewed before they reach the calendar.

See how it works for service firms →

What is BOARDette?

BOARDette manages client relationships and service delivery in the same workspace. A client and contact lead to a pipeline deal, a versioned quotation and an owned job. Tasks, planning, recorded time, expenses and invoices remain linked to that work. Knowledge, training and Magic tools support the people doing it. This is operational CRM and service-business ERP—not simply a portal for learning other systems.

CRM: relationships and sales: Clients, contacts, history, pipeline stages, deals and reviewed commercial opportunities.
ERP: service delivery and finance: Quotations, jobs, tasks, time, costs, expenses and invoice records connected to the client.
People, knowledge and assistance: Learning, living documents, team support and contextual AI preparation with human review.

Built and used daily by Gotoclient. Product overview by Jordi Marca. Explore the connected workflow and service-firm capabilities to assess the fit for your own work.

Beyond a CRM. Across the working day.

One workspace. An extensive set of capabilities.

BOARDette connects commercial relationships, delivery, knowledge and people with tools that help turn context into action. Here is what that means in practice.

Intelligence with working context

Not a blank chat box. A starting point connected to the work.

Ask BOARDette questions grounded in accessible company resources and knowledge.
Use Magic Thinking to explore strategic questions with available client and commercial context.
Save thinking sessions and return to earlier conversations and suggested next steps.
Turn emails and personal notes into task proposals with Magic Tasks.
Prepare client-focused value assets in a choice of deliverable languages.
Review, edit, accept or discard proposals before they become actions.

Relationships that stay connected

People, companies and their history—not isolated records.

Maintain client and contact profiles with company details, people and commercial history.
Keep multiple billing entities under one umbrella client.
Find related deals, jobs, meetings and notes from the relevant record.
Review Outlook-detected contacts before adding them to the CRM.
Enrich empty contact fields from available mailbox evidence without replacing human-entered data.
Open email, phone, WhatsApp and LinkedIn actions from contact context; LinkedIn messages remain manually sent.

A clearer commercial picture

Understand where the value is—and what deserves attention.

Manage deals through configurable pipeline stages with owners and client links.
Compare deal amounts and won business; open weighted value equals deal amount × stage probability ÷ 100.
Explore clients and opportunities visually with Magic Map.
Filter relationships, inspect commercial context and save useful map views.
Use Magic Action to review closing opportunities, value at risk and accounts to reconnect with; urgency reflects relationship health and recent risk signals, not a loss prediction.
Review opportunity and public-signal suggestions, with accept, dismiss and snooze controls.

From proposal to delivery

Carry commercial context into the job instead of starting again.

Build structured quotations with groups, services, hours, external costs and terms.
Keep quotation versions and their history rather than overwriting earlier proposals.
Review AI-assisted quotation drafts before saving them.
Convert a deal or quotation into a job with an accountable owner.
Choose the appropriate client billing entity for quotations, jobs and invoices.
Open the client profile directly from a job and retain verified deal, quote and job links.

Jobs with a shared direction

Keep the brief, the responsibilities and the next steps together.

Keep standing Musts in view: things to remember, not dated tasks or checkboxes.
Separate client-visible Musts from internal-only guidance.
Organise job tasks by time and bucket, alongside a planogram.
Link existing tasks into the shared Job Log without duplicating them.
Retain job activity and past work for reference.
Review client task proposals beneath portal access, with owner alerts and explicit acceptance.

Clients inside the conversation

A focused client view, without exposing the internal workspace.

Invite clients with a one-click magic link and resend invitations when needed.
Manage or revoke portal access for the relevant client.
Let authorised team members preview the same client-facing view.
Give clients navigation into the jobs shared with them.
Show job-specific Musts, tasks, activity and the linked quotation.
Open or download available invoice files and submit task proposals for owner review.

Email that knows the context

Work from your connected Outlook mailbox with your own evidence.

Read and search connected mail, with client and commercial associations.
Prepare new messages and contextual replies with Magic Mail.
Refine language, tone, recipients and wording before explicitly approving a send.
Keep the quoted conversation when replying or forwarding.
Use personal signatures with images and clickable links, and print individual emails.
Use supported mailing-list unsubscribe options with the required confirmation.

Time, tasks and handoffs

Make the next working day easier to organise.

Manage task lists with priorities, estimates, dates and buckets.
Plan across a working-day board that considers Barcelona and company holidays.
Pass tasks to colleagues and track handoff status, with resolved handoffs kept for reference.
See meetings in day, week and month views and forward invitations to teammates.
Use Magic Planner to propose task blocks around the connected calendar.
Review scheduling, rescheduling and cancellation proposals before applying changes.

Knowledge that travels with the work

Find the source—and keep its connections.

Browse a searchable library of methods, protocols, playbooks and how-tos.
Explore Frontier Marketing materials alongside the company’s working knowledge.
Preview available documents and review BOARDette’s resource summaries.
Link notes to meetings, contacts, clients, deals and jobs.
Inherit related associations through linked records instead of entering them again.
Sort notes by last update and print the current note content.

Build materials from evidence

From source files to a reviewed, reusable deliverable.

Draft presentations and reports with Magic Build from instructions, documents and images.
Add up to 25 images to a presentation or report request, within upload-size safeguards.
Refine individual slides and request changes to report structure and layout.
Include supported page breaks, metric boxes, callouts, quotations and citations.
Track report versions, feedback, revisions and validation, with PDF output.
Create reviewed success stories and value assets, alongside brand materials and photo libraries.

The financial side of delivery

See the work and its costs in the same place.

Track time against jobs and review job profitability.
Maintain incoming and outgoing invoice records with client and job associations.
Review invoice imports and suggested associations before confirmation.
Upload expenses and supporting receipts, including expenses marked as invoices.
Review expenses, reimbursements and accounting status through authorised workflows.
Keep historical rates and quotation costs available for commercial reporting.

People, learning and development

A resource centre for the whole employee journey.

Bring humans and specialist agents together in the team directory and organisation chart.
Guide onboarding with shared and personal steps, resources and working-day due dates.
Track completed visible steps as a percentage, with knowledge-check submissions, review and recorded pass/fail results shown separately.
Prepare performance reviews through saved member and manager interviews.
See review validation and signature states, with signed-review print-to-PDF output.
Keep development plans, announcements, birthday reminders and improvement suggestions in the workspace.

Personal administration and travel

Everyday essentials, with the right access boundaries.

Access private personal documents, contracts and payslips.
Store bank details and a supporting certificate with restricted access and masked details.
Request vacations and absences, see balances and consult the yearly company holiday calendar.
Give managers an authorised team view of absences, requests and recorded incidents.
Prepare trips with Magic Travel, agenda-based itinerary steps and mapped locations.
Set hotel star preferences before searching available travel options, and keep event resources and photos together.

Human control by design

Connected work does not mean unrestricted access.

Apply team membership, roles and area permissions to shared information.
Keep personal mailbox observations and evidence private to their source member.
Restrict sensitive personal documents to the member and authorised administration.
Require explicit approval for AI-prepared sends and calendar changes.
Let administrators tailor shared and person-specific onboarding stages and steps, review knowledge checks and approve proposed library documents before publication.
Exclude legal-conflict and no-contact accounts from commercial outreach suggestions.

Availability depends on your permissions and connected services. Outlook tools require an authorised mailbox; travel searches depend on providers; invoice downloads need an attached file. Magic prepares drafts and proposals—people keep the decisions.

What does BOARDette do?

Less scattered context. More connected work. Support across the whole working day—not just the first weeks.

Move work forward
Connect clients, deals, quotes and jobs. Keep responsibilities, tasks and next steps in view.
Put knowledge to work
Find the right source, learn the way we work and turn evidence into useful answers and materials.
Support our people
Bring everyday work, team development and personal administration together, with access that respects privacy.

Meet the Magic

Ten specialist tools. One principle: useful preparation, with you in control.

Magic Support

Start the day with a personal morning overview of your agenda, jobs, tasks and notes, and review the week with a Friday recap and an instant narrated slide overview. Opt in per person; managers also get a consolidated team view and individual member slides.

Magic Thinking

Explore a business question with your own organisation’s knowledge and available commercial context. Save the conversation, revisit the reasoning and review suggested next steps.

Magic Map

See clients, deals and opportunities together. Compare commercial value, explore relationships, filter the map and save useful views.

Magic Opportunities

Review potential opportunities and relationship signals from connected Outlook conversations and available public sources. Accept, dismiss or snooze suggestions.

Magic Action

Prioritise closing opportunities, accounts at risk and clients to reconnect with. Prepare a relevant next step, outreach draft or value asset.

Magic Value

Create client-focused value assets from available evidence, with a choice of deliverable languages and a library to keep the results.

Magic Build

Draft presentations and reports from instructions, documents and images. Refine slides, revise report versions, add callouts and citations, and submit work for validation.

Magic Tasks

Turn available emails and your notes into proposed tasks. Review the wording and associations, then accept or discard what BOARDette suggests.

Magic Mail

Prepare contextual emails and replies, refine tone or language, and edit recipients and content before you decide to send.

Magic Planner

Propose time blocks around tasks and meetings. Review scheduling changes before applying them to your connected calendar.

Magic Travel

Prepare a trip plan from your instructions and agenda, organise itinerary steps and explore travel options. Bookings remain your decision.

Small tricks. Everyday help.

Share official tax details or contact information, set a self-reminder, and prepare a Magic Agenda from a job’s activity before the next meeting.

Built by Gotoclient. Open to your team.

BOARDette is developed by Gotoclient, a B2B marketing and technology company, and used by its own people every day. That is why it connects methods, materials and commercial context rather than treating every task as a blank page — and why any other organisation can bring the same discipline to its own work. Explore the Frontier Marketing hub for the thinking behind our work.

Connected Outlook features require an authorised mailbox connection. Travel options depend on provider availability; BOARDette does not book trips for you. Invoice downloads require an attached file. Access and review requirements depend on your role.

Questions that matter

Is BOARDette a CRM?

Yes. BOARDette manages client accounts, contacts, relationship history, deals and configurable sales pipelines. These records connect directly to quotations and jobs; CRM is part of the workspace itself, not just a topic in its training library.

Is BOARDette an ERP?

Yes, for service-business operations: quotations, owned jobs, task planning, recorded time, expenses, supplier invoices, outgoing invoice records and job-finance review. Its focus is expertise and client delivery, not manufacturing or warehouse inventory. It does not claim to replace every statutory accounting or tax system.

Is BOARDette only for onboarding?

No. Onboarding is one part of BOARDette. It also brings together knowledge, client relationships, commercial delivery, email, calendars, tasks, content creation and team support.

Does BOARDette send emails or change my calendar automatically?

Magic prepares drafts and proposals. You review and explicitly approve sending an email or applying a scheduling change. Separate workflow notifications can be triggered by actions such as invitations and client task proposals.

Who can use BOARDette?

BOARDette was built by Gotoclient for its own operations and is open to other organisations and their teams. Inside any workspace, access depends on membership and permissions; invited clients use a separate portal to see the jobs and materials shared with them, not the internal workspace.

Can everyone see my private information?

No. Access depends on membership, permissions and the kind of information. Personal mailbox evidence stays private to its member; sensitive personal documents are restricted to the member and authorised administration, with manager access where the workflow requires it.

Your context. Your next step.

Open BOARDette and bring the right knowledge, people and tools to the work in front of you.

Open BOARDette Discuss your service workflow →