BOARDette FAQ

BOARDette is an integrated CRM and service-business ERP built by Gotoclient and open to other organisations. Clients, contacts, pipeline, quotations, jobs, time, costs and invoices connect in one workspace, alongside knowledge, people support and AI-assisted preparation.

Yes. Its CRM manages client accounts, contacts, relationship history, configurable pipeline stages and deals. Commercial records link to quotations and jobs. Reviewed Outlook and opportunity signals add context without replacing human-entered information. These are operational features in BOARDette, not training about an external CRM.

Yes, an ERP focused on service-business operations. It connects quotations, owned jobs, tasks, delivery plans, recorded time, expenses, supplier invoices, outgoing invoice records and job-finance review. Professional service firms sell expertise and time; their operational needs differ from factories and warehouses.

No such claim is made. BOARDette manages the commercial and financial records associated with service delivery; that does not establish a complete statutory ledger, tax-filing, payroll-calculation, manufacturing or inventory system. Assess the local requirements and specialist tools your organisation needs separately.

No. Gotoclient built BOARDette and uses it daily, but the workspace is open to other organisations. It operates client relationships, commercial work and service delivery directly. Onboarding and internal training are part of its wider people and knowledge capabilities. Internal records remain permission-controlled.

No. Onboarding is one feature within a much wider workspace. The system also connects clients, contacts, deals, quotations, jobs, invoices, expenses, notes, team development and specialist Magic tools.

Gotoclient, a B2B marketing and technology company, develops and operates BOARDette and uses it for its own work. Jordi Marca is Gotoclient’s founder.

BOARDette was built by Gotoclient for its own operations and is open to other organisations. Inside a workspace, authorised members and managers use the internal area according to their permissions, while invited clients use a separate portal limited to shared client-facing information. Access is always arranged by membership rather than being open to the public.

Magic Thinking, Magic Map, Magic Opportunities, Magic Action, Magic Value, Magic Build, Magic Tasks, Magic Mail, Magic Planner and Magic Travel. Each supports a different part of thinking, commercial work, writing, planning or preparation.

Magic Mail requires explicit approval to send a prepared message, and Magic Planner scheduling proposals are reviewed before application. Separate workflow notifications—such as invitations or client task proposal alerts—can be triggered by those workflows.

With an authorised Outlook connection, you can read and search mail, prepare contextual drafts and replies, use your signature and manage calendar work. Availability depends on the connection and your permissions; personal mailbox observations are not a shared team inbox.

Magic Tasks can propose tasks from available emails and your notes. You review the wording and associations, then accept or discard the suggestion. Task handoffs show status so you can follow work passed to colleagues.

You can convert a deal or quotation into a job, preserving verified client and commercial links. New jobs require an owner. Job Overview then organises standing Musts, tasks, planning and activity.

A Must is standing guidance to keep in mind throughout a job—not a task. It has no due date or completion tick. Client-visible Musts are separate from internal guidance.

Invited clients open shared jobs, see client-facing Musts, tasks and activity, view the linked job quotation when available, and propose tasks for owner review. They can open or download attached, accessible invoice files. They cannot browse the internal workspace.

Yes. Magic Build accepts instructions, documents and images, and supports revisions, report versions and feedback. You can request structural changes and supported callouts or citations. Drafts still require checking, and validation is a separate step.

No. Magic Travel helps prepare itineraries and explore provider-dependent travel options. You can set hotel star preferences before searching. Results and arrangements need your review; bookings remain your decision.

No. Members submit vacation or absence requests and see relevant balances and calendars. Authorised managers or administrators review requests under the applicable policy. Requesting time away does not guarantee approval.

No. Visibility depends on membership, permissions and the record type. Some notes and commercial information are shared with authorised colleagues; personal mailbox evidence and private notes are owner-scoped. Sensitive personal documents have restricted member and administration access, with manager access where the relevant workflow permits it.

No. Drafts, summaries and recommendations need human review. Check important figures, citations, source interpretation and missing information before using a result or sharing it externally.

Learning uses ordered stages, saved progress and knowledge checks, including administrator review of written answers. Performance-review workflows support saved interviews, shared drafts, validation and signatures, with print-to-PDF output including signature information when completed.

Magic Map weights open deals by deal amount × stage probability ÷ 100. Magic Action prioritises relationship health: dormant 3 points, cooling 2, no data 1, and new, engaged or active 0; a risk signal recorded within 14 days adds one point. Higher urgency sorts first, with relevant EUR value and account name breaking ties. These rules support review and prioritisation, not a prediction of client loss.

The official website is https://boardette.app/. Gotoclient is the developer and operator. The public information pages describe the workspace; they do not expose its internal records.