One Platform to Manage Clients, Deliver Projects, and Control Revenue
Connect sales, client relationships, project delivery, scheduling, subscriptions, and billing through one structured WordPress client management system. Boardent keeps every stage connected so your team can work with greater clarity, accountability, and control.
Because Real Growth Needs
One Connected System
Boardent brings core client operations into one connected workspace. Sales, project delivery, scheduling, client communication, and billing remain linked throughout the complete client lifecycle.
Convert Sales Into Execution
Turn approved deals into active client projects without rebuilding the same information in another tool. Keep the scope, client details, tasks, milestones, and ownership connected from the beginning.
From pipeline to delivery—without a broken handoff.
One Unified Client Profile
View deals, projects, subscriptions, invoices, meetings, files, and communication from one connected client record. Give your team the context it needs without searching across multiple systems.
Complete client-lifecycle clarity.
Tasks Linked to Revenue
Keep projects, tasks, milestones, and delivery activities connected to client agreements and billing. Understand how daily work supports project completion and revenue.
Keep client work and revenue aligned.
Recurring Services, Structured
Connect ongoing services, subscriptions, retainers, orders, and recurring billing processes. Reduce manual tracking and keep repeat client work organized.
Make recurring revenue easier to manage.
Orders Flow Directly to Invoices
Create quotes, convert approved work into invoices, and monitor payment status through one connected financial workflow.
Maintain clearer revenue control.
Built for Multi-User Teams
Use defined roles, shared project context, activity tracking, and clear ownership to keep administrators, team members, and clients aligned.
Structured collaboration as your team grows.
One Platform.
Three Tailored Experiences.
Boardent gives business owners, team members, and clients access to the same connected workflow without exposing information that is not relevant to their roles.
Admin Dashboard
Gain visibility across clients, projects, invoices, schedules, revenue activity, and team progress from one centralized operational workspace.
Full control and visibility across the business.
Team Dashboard
Manage projects, assigned tasks, deadlines, schedules, priorities, and client context through a workspace designed for focused delivery.
Faster execution with fewer workflow gaps.
Client Portal
Give clients a dedicated place to follow project progress, review updates, access relevant information, provide feedback, and view invoices.
Clearer updates without chasing information.
Explore the Client Portal →Everything Your Client
Lifecycle Needs
Boardent connects CRM, project delivery, finance, scheduling, client access, and collaboration through one structured WordPress client management plugin.
CRM
Turn new opportunities into long-term client relationships with a structured sales and relationship-management workflow.
- Capture and organize leads
- Track deals, values, stages, and ownership
- Maintain complete client profiles
- Connect relationship history with future work
Project Operations
Deliver client projects with clear responsibilities, structured tasks, and better visibility across every stage of the work.
- Create client-linked projects
- Assign tasks and project owners
- Set milestones and deadlines
- Track progress and activity history
Finance Management
Connect quotes, invoices, payment status, and revenue activity with the clients and projects that generated them.
- Create quotes and invoices
- Track outstanding payments
- Connect billing with client work
- Review financial activity from one place
Scheduling
Keep client meetings, team events, project deadlines, milestones, and follow-ups aligned with your active workflow.
- Organize client meetings
- Track project deadlines
- Coordinate team events
- Manage milestones and follow-ups
CRM Built for Complete
Client Control
Boardent’s CRM goes beyond contact storage. It connects leads, deals, and client profiles directly with projects, meetings, invoices, and communication.
Leads
Clients
Deals
Project Management That
Starts With Sales
Turn approved deals into structured client projects while preserving the client, scope, deadlines, ownership, and billing context behind the work.
Projects
TasksRevenue Visibility, Built
Into the Workflow
Track quotes, invoices, payments, subscriptions, and outstanding balances while keeping financial activity connected to client relationships and project delivery.
Quotes
Invoices
Keep Teams and
Timelines Aligned
Coordinate meetings, project deadlines, milestones, client follow-ups, and team events from a shared scheduling workspace connected to your operations.
Calendar
Events
MeetingsBuilt Around the Tools
Teams Already Use
Connect supported communication, meeting, document, calendar, payment, and automation tools with the workflows that drive client delivery.
Built for Service-Based Teams
That Need Structure
Boardent is designed for businesses that need a clear connection between sales, client delivery, communication, scheduling, and revenue.
Agencies
Manage leads, client projects, team responsibilities, retainers, approvals, meetings, and invoices through one connected workflow.
Boardent provides client management software for agencies handling multiple client accounts.
Consultants
Organize client engagements, meetings, projects, deliverables, follow-ups, communication, and invoicing without switching between multiple platforms.
Boardent provides consultant client management software built around ongoing relationships.
IT and Service Firms
Track client accounts, service projects, ongoing work, meetings, invoices, and relationship history through one structured system.
Boardent provides service business management software for teams delivering ongoing client services.
Subscription Businesses
Connect products, recurring services, subscriptions, orders, invoices, and payment status through one structured client workflow.
Freelancers
Manage potential clients, active projects, deadlines, meetings, invoices, communication, and payment records without building a complicated software stack.
Boardent provides freelancer client management software for independent professionals.
Growing Companies
Centralize sales, client delivery, scheduling, team accountability, and finance as your operations become more complex.
Less Chaos. More Output.
Stronger Growth.
Boardent reduces operational friction by connecting the information and workflows teams need to sell, deliver, communicate, and bill for client work.
Launch Projects Faster
Move from an approved deal to active delivery without rebuilding client details, project scope, and ownership in another system.
Reduce Tool Switching
Manage core CRM, project delivery, scheduling, collaboration, and billing workflows from one connected workspace.
Reduce Manual Reconciliation
Keep client records, orders, invoices, subscriptions, and project information aligned throughout the workflow.
Reduce Internal Delays
Use clearer ownership, connected information, and structured workflows to prevent avoidable bottlenecks.
Greater Clarity for Every Part
of Your Operation
Boardent brings structure to the complete client lifecycle, supporting founders, operations managers, project teams, account managers, and finance teams through one connected system.
John Doe
CEO, Pipeline.Co
"Boardent gives us visibility across sales, projects, and billing in one place. As we grow, having everything connected makes decision-making faster and more structured."
Alan Walker
Founder, Scaling a Service Business
"The transition from deal to project is seamless. We no longer lose context between sales and delivery, and accountability is clearer across teams."
Robert Wilson
Head of Operations, Consulting Firm
Simple Pricing That Scales
With Your Business
Start with the free version and upgrade when your team needs more users, projects, storage, reporting, integrations, or workspace capabilities.
🔥 Founder Lifetime Access
Own eligible Boardent features through a one-time payment while the limited founder offer remains available.
$450
One-time payment
FREE
Perfect for exploring the platform.
Free
Plan includes:
STANDARD
Best DealFor professionals ready to scale.
$99
/year
Everything in Free, plus:
PREMIUM
Unlocks in V2For teams that need full visibility.
$199
/year
Everything in Standard, plus:
ENTERPRISE
Unlocks in V2Complete platform access.
$399
/year
Everything in Premium, plus:
Get Answers to
Common Questions
Everything users need to know about how Boardent works, what it connects, and who it is built for.
How Is Boardent Different From Separate CRM and Project Management Tools?
Separate systems often require one tool for sales, another for project delivery, and another for invoicing. Boardent connects leads, deals, clients, projects, tasks, scheduling, communication, and billing through one structured workflow.
Can Boardent Replace Our Existing CRM and Billing Tools?
Boardent can consolidate core CRM, project management, invoicing, scheduling, collaboration, and client portal workflows. It is not designed to replace every accounting, messaging, storage, or specialist application a business uses.
How Does Boardent Handle Recurring Subscriptions and Orders?
Boardent can connect products, recurring services, subscriptions, orders, invoices, and client records when those modules are enabled.
Is Boardent Suitable for Scaling Teams?
Yes. Boardent is designed to keep client relationships, projects, tasks, schedules, communication, and billing connected as teams and workloads grow. Available user limits and workspace capabilities depend on the selected plan.
How Secure and Controlled Is Team Access?
Boardent allows businesses to control access based on available roles and permissions.
What Is a WordPress Client Management System?
A WordPress client management system helps businesses organize leads, clients, projects, tasks, meetings, invoices, and communication through WordPress instead of managing each workflow in a separate tool.
Who Is Boardent Built For?
Boardent is built for agencies, freelancers, consultants, IT firms, service businesses, subscription-based teams, and other companies that manage ongoing client relationships.
Bring Your Entire Operation
Into One System
Stop switching between disconnected tools. Start managing sales, client delivery, scheduling, communication, and billing from one structured platform.
