BOARDette for service firms
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.
CRM connects the client and the sale. Service-business ERP connects the quotation, the job, the people’s work and the financial records. BOARDette brings both into the same workspace, with knowledge and AI-assisted preparation alongside them.
The CEO’s chief of staff. Everyone’s superpower.
From first conversation to final invoice. Keep your service firm connected.
For leaders, a clearer view of the business. For the team, the context and practical help to move work forward. Less reconstruction between tools. More attention on clients and delivery.
Developed and used daily by Gotoclient. Written by Jordi Marca.
Keep the context. Move the work forward.
Your team should not have to reconstruct the client story at every handoff. Bring relationships, commercial records and delivery into one workspace, with clear links between the work and the people responsible for it.
From pipeline to project without re-entry
Convert a deal or quotation into a job with a required owner. Retain verified client and commercial links, then open the client profile or linked quotation from the job instead of hunting for the starting point.
A single source of truth
Accounts, contacts, deals, quotes, jobs, time, expenses and invoice records share a workspace. Follow their associations rather than rebuilding the same relationships in separate lists.
Email and calendar in context
Use connected Outlook mail and meetings alongside client work. Notes inherit related associations through linked records. Shared company context stays distinct from personal mailbox evidence, which remains private to its source member.
Keep the scope visible. Understand the costs.
Scope creep and untracked change quietly erode practice margins. BOARDette keeps the agreed scope, the work and the costs side by side, so drift is visible while it can still be addressed.
Scope that stays visible
Keep the linked quotation, standing Musts and tasks close together. Musts hold the things to remember; tasks hold the work to do. Review additional requests before accepting them into delivery.
Real costs against the original proposal
Track time against jobs, review profitability and connect expenses and invoice records to the work. Keep quotation costs available for comparison; accuracy depends on the records and rates your team maintains.
Supporting documents where they belong
Upload receipts and supporting documents, link expenses to jobs and mark an expense as an incoming invoice when appropriate. Authorised reviewers manage approval, reimbursement and accounting status.
Capacity you can actually plan
Plan the work with the team’s working day in view. Bring task estimates, meetings, holidays and absences into the conversation before making delivery commitments.
Pipeline meets availability
Review commercial demand and owned jobs alongside task plans and authorised team availability. A won deal does not automatically allocate people: managers still decide who will deliver and when.
Time that adds up
Give tasks estimates and priorities, plan them on a working-day board and review proposed calendar blocks with Magic Planner. Keep estimates, planned blocks and recorded job time distinct.
Absences without surprises
Vacation requests, public holidays and company closures are built into the same calendar the team plans with, with balances and lead-time rules handled by the system.
Billing without the friction
Keep delivery, approval and invoicing records connected. BOARDette brings job context, invoice preparation and payment/accounting status into the same workspace, with authorised review.
Commercial records that stay connected
Keep structured quotation versions, job associations and incoming and outgoing invoice records together. Choose the correct legal entity under the umbrella client, and review suggested invoice associations before confirming them.
Client visibility through the portal
Invite clients with a magic link to a focused view of their shared jobs, client-visible Musts, tasks and linked quotation. They can propose work for the job owner to review, without accessing the internal workspace.
Documents clients can act on
Clients can open and download invoice files when a PDF is attached. Quotation access follows the active job’s verified link; unrelated quotes are not substituted when a document is missing.
A team that keeps its knowledge
Beyond the commercial flow, BOARDette supports the people side of a service firm: onboarding, training, performance, knowledge and the everyday admin that otherwise eats senior time.
Onboarding and living documentation
Playbooks, protocols, training and how-tos live in a searchable library that stays current, so new joiners ramp up without draining the team.
Practical Magic, not another blank chat box
Magic Thinking, Map, Opportunities, Action, Value, Build, Tasks, Mail, Planner and Travel prepare reasoning, priorities, materials, drafts and plans from available context. Receipt extraction adds everyday help with expense entry.
People decide, the system prepares
Review AI-prepared outreach, task proposals, deliverables and scheduling changes before applying them. Explicit approval governs AI-prepared sends and calendar changes; separate workflow notifications can follow invitations and proposals.
One connected workspace, or another layer of tools?
Whether you use an established PSA or a CRM, task manager and time tracker together, evaluate the handoffs—not just the feature list. These are workflow questions, not claims that other products lack capabilities.
- Daily adoption
Ask of your current setup
Can the people doing the work find the next action without rebuilding the context?
In BOARDette
Client profiles, owned jobs, task handoffs and a focused client portal keep responsibility close to the work.
- Sales-to-delivery handoff
Ask of your current setup
What must be copied or checked between CRM, project tools and billing?
In BOARDette
Convert a deal or quote into an owned job and retain verified commercial links in the same workspace.
- Scope and costs
Ask of your current setup
Where do you compare what was agreed with the work and costs recorded?
In BOARDette
Linked quotations, standing Musts, tasks, job time, expenses and profitability support an informed review.
- AI assistance
Ask of your current setup
Does AI help with a relevant next step, or leave you to assemble the brief?
In BOARDette
Magic tools prepare drafts, materials and proposals using accessible context, with human review.
- Planning and accountability
Ask of your current setup
How do estimates, availability and ownership come together before a commitment?
In BOARDette
Required job ownership, task estimates, working-day planning and reviewed calendar proposals support decisions.
Five questions worth asking about your service firm
- Where does information get re-entered between winning a deal and delivering the work?
- When scope changes, how does your team record it and decide what happens next?
- When work exceeds its estimate, how soon can the person responsible see the difference?
- How do you spot delivery pressure before it becomes a client problem?
- Does your AI help with the next action, or mainly generate text?
Common questions
What makes this a CRM and a service-business ERP?
The CRM manages clients, contacts, relationship history and pipeline deals. The ERP connects quotations, jobs, task planning, recorded time, expenses and invoice records to delivery. Both operate inside BOARDette; onboarding supports the team but is not a substitute for these operational capabilities.
Is it a complete manufacturing or statutory accounting ERP?
BOARDette focuses on professional service work, not factory production or warehouse inventory. Its job-finance and invoice workflows do not imply complete statutory accounting, tax-filing or payroll calculation. Evaluate local requirements and existing specialist tools separately.
Should we replace an established PSA or a stack of specialist tools?
Start with one real client journey. Identify where context is re-entered, responsibility becomes unclear or work has to be reconciled manually. Compare that workflow in BOARDette rather than assuming every existing tool must be replaced.
Does BOARDette require an instant switch?
No deployment-time promise is made here. Data preparation, permissions, connected services and team processes need to be assessed before deciding how to introduce a workspace.
Who is BOARDette for?
BOARDette is a specialised ERP and CRM for service firms — consultancies, law firms, marketing, PR and creative agencies and similar practices — that want pipeline, delivery, billing and knowledge in one workspace instead of a stitched-together tool stack.
How does BOARDette connect sales and delivery?
Convert a deal or quotation into a job with a required owner and verified client and commercial links. Keep the linked quotation, standing Musts, tasks and associated financial records available as delivery progresses.
How does it help protect margins?
Keep the linked quotation, job requirements, tasks and associated costs close together. Review job time and profitability, and assess new requests before accepting them. This supports informed decisions; it does not guarantee margins or automatic risk alerts.
Can clients see progress?
Yes. Invited clients see shared jobs, client-visible Musts, tasks and the active job’s linked quotation. Invoice downloads require an attached file. Client task proposals require job-owner review before becoming work.
What do the Magic tools do?
Magic tools help with strategic thinking, commercial mapping, opportunities, content, presentations, reports, task proposals, email drafts, scheduling and trip preparation. AI-prepared sends and calendar changes require explicit approval; available context depends on permissions and connected services.
Who develops BOARDette?
BOARDette is developed and operated by Gotoclient, a B2B marketing and technology company, and is used daily by its own team.
Bring one real client journey. See the difference.
BOARDette is developed and used daily by Gotoclient. Explore the thinking behind our work at the Frontier Marketing hub.