BOARDetteContact GotoclientSign in

How BOARDette works

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.

BOARDette connects the context of your work with the tools to move it forward—from a client conversation to a job, a meeting or a reviewed deliverable. Its Magic tools prepare drafts and proposals; authorised people decide what to send, apply, accept or publish.

One client journey, from CRM to ERP

  1. Maintain the client account, contacts and commercial history in the CRM.
  2. Track the opportunity through configurable pipeline stages and prepare a versioned quotation.
  3. Create an owned job with verified client, quotation and billing-entity links.
  4. Organise tasks, standing Musts and delivery planning; review client-proposed work before acceptance.
  5. Record job time, approved expenses and supplier invoices; compare recorded costs with quoted work.
  6. Manage outgoing invoice records and payment/accounting status; review job finance and share only authorised client-facing information.

These records and actions live in BOARDette. The sequence illustrates a connected workflow, not automatic acceptance, invoicing or a claim to replace every statutory accounting system.

How does BOARDette work?

Follow the work from access and context to reviewed actions, delivery and learning. These are workflow steps, not automatic pipeline-stage changes.

  1. How do I get access?

    Team members use authorised workspace accounts and see areas according to their membership and permissions. Invited clients enter through a separate magic-link portal. They do not gain access to internal team menus or the whole CRM.

  2. How do I find the right context?

    Search separates menu destinations from accessible content. Client profiles connect people, deals, jobs and related notes; the knowledge library provides methods and resources. Notes can inherit associations from a linked meeting or other record, rather than requiring the same links to be entered again.

  3. How do the Magic tools help?

    Choose the tool for the work: Thinking for strategic exploration, Map for commercial relationships, Opportunities and Action for possible next steps, Value for client-focused assets, Build for presentations and reports, Tasks for proposed tasks, Mail for drafts, Planner for scheduling proposals, and Travel for trip preparation.

  4. What happens before an action is applied?

    Review the proposal in its own workflow. Edit recipients and wording before approving an email send; review calendar changes before applying them; accept or discard suggested tasks and opportunities. Job owners review client-proposed tasks. Draft content is not the same as a validated deliverable.

  5. How does commercial work become delivery?

    Manage a deal, prepare and version a quotation, and convert a deal or quotation into an owned job. Keep the appropriate client and billing entity linked. Job Overview brings together standing Musts, tasks, the planogram and activity; invoice and expense records keep the financial side connected.

  6. How do clients participate?

    An authorised team member invites or resends a portal invitation and can preview the client-facing view. Clients open shared jobs, review client-visible Musts, tasks and activity, see the job-specific quotation when available, and propose tasks for owner review. Invoice files can be opened or downloaded when attached and accessible.

  7. How do presentations and reports evolve?

    Provide instructions, documents and images to Magic Build. Review the draft, refine slides or report structure, add supported callouts and citations, and track versions and feedback. Source completeness and output accuracy still need human checking; saving and submission follow the relevant validation workflow.

  8. How are learning and team support organised?

    Onboarding follows ordered stages with shared or person-specific steps and attached resources. Progress is completed visible steps divided by all visible steps, rounded to a whole percentage; hidden steps are excluded. Knowledge-check attempts are tracked separately: ungraded submissions remain in review, while graded attempts show a percentage and recorded pass/fail result. Administrators review submitted answers. Completing steps is not the same as passing a knowledge check. Performance reviews separately track validation and signatures; absence requests separately require authorised review.

How is commercial priority calculated?

Magic Map weights each open deal by its amount multiplied by its pipeline-stage probability, divided by 100; won and lost deals contribute no open weighted value. Magic Action orders urgency using relationship-health points: dormant 3, cooling 2, no data 1, and new, engaged or active 0. A recorded risk signal within the last 14 days adds one point. Higher urgency comes first, then the relevant EUR commercial value and account name. These are prioritisation rules, not predictions of winning or losing a client.

What can administrators control?

Onboarding administrators manage stages and shared or person-specific plans. They can add, edit, reorder, move or remove steps, hide shared steps for an individual, attach library resources, and review stage knowledge checks and submitted answers. Progress views distinguish completed steps from graded results. Proposed library documents remain unpublished until administrator approval; client task proposals remain subject to job-owner review. These controls do not grant access to another member’s private mailbox evidence.

What depends on a connected service?

Outlook features require an authorised mailbox connection. Travel searches depend on providers and do not make bookings for you. Public-source research depends on available sources and configuration. Downloads require an available file, and the visibility of records always depends on access rights.

Explore the resource centre

Built and used byGotoclient. Explore the thinking behind our work at theFrontier Marketing hub.

Open BOARDetteContact Gotoclient →