About BOARDette

BOARDette is an integrated CRM and service-business ERP built and used by Gotoclient and open to other organisations. It manages clients, contacts and pipeline deals alongside quotations, jobs, planning, recorded time, costs and invoices. Knowledge, onboarding and team support complement those operations; they do not define the whole product.

BOARDette is developed by Gotoclient, a B2B marketing and technology company, which uses it for its own work every day. Jordi Marca is Gotoclient’s founder. The workspace serves authorised members and managers of the organisation using it; invited clients have a separate, focused portal for the jobs and materials shared with them.

Clients, contacts and pipeline deals connect to quotations, jobs, time, invoices and expenses. Outlook email and calendars sit alongside tasks and notes. A searchable library, training, performance reviews, team information, absence requests, personal documents and travel planning support the rest of the working day.

Ten specialist tools help prepare useful work: Magic Thinking, Map, Opportunities, Action, Value, Build, Tasks, Mail, Planner and Travel. They support strategic thinking, commercial prioritisation, content creation, task proposals, contextual drafts, scheduling and trip preparation, using the information available to the relevant workflow.

Useful context is often scattered across mailboxes, documents, task boards and commercial records. BOARDette brings those connections closer to the work: a note can lead back to a meeting, a deal to its job, and a client proposal to the person responsible for reviewing it.

CRM holds the client, contacts, history and sales opportunity. The service-business ERP carries the agreed work through quotations, owned jobs, tasks, recorded time, expenses and invoices. Verified links connect these records in BOARDette itself, rather than leaving delivery as an unrelated tool. It focuses on professional services, not manufacturing or warehouse inventory. Assess statutory accounting and tax requirements separately.

Magic Mail drafts remain editable and require explicit send approval. Magic Planner scheduling changes are reviewed before application. Client task proposals require owner review, and proposed library documents wait for administrator approval. Separate workflow notifications can follow actions such as invitations and proposals.

BOARDette belongs to Gotoclient’s naming family, where a concept is woven into a female name: BOARDette evokes onboarding, GEOrgina evokes GEO, INKgrid evokes ink and VALUEntina evokes value. That naming origin is not its product category: BOARDette now combines CRM, service-business ERP, knowledge and people support.

Gotoclient’s methods, playbooks, protocols, training and available commercial evidence provide working context. The Frontier Marketing hub is a public entry point to the thinking behind the company’s work. Connected-service features depend on permissions, configuration and provider availability.