WordPress CRM Plugin for Agencies and Service Businesses
Boardent helps agencies manage leads, deals, clients, and relationship history through one connected WordPress workspace. This WordPress CRM plugin for agencies keeps sales information connected to projects, invoicing, scheduling, and client communication.
One Connected Workflow
From Prospect to Client
Boardent keeps the complete relationship journey connected. A new lead can move through qualification, deal management, client conversion, project delivery, and billing without losing the information collected during the sales process.
Leads
Capture and organize potential customers before they enter your active sales pipeline.
• Store lead details
• Record early communication
• Assign lead ownership
• Track qualification status
Deals
Move qualified opportunities through a structured and visible sales process.
• Track deal stages
• Assign responsibility
• Record deal value
• Maintain activity history
Clients
Convert successful opportunities into organized, long-term client relationships.
• Maintain connected client profiles
• Link projects and invoices
• Review communication history
• Track ongoing client activity
Manage Leads and Clients Inside WordPress
Boardent is a CRM plugin for WordPress that keeps leads, deals, clients, projects, invoices, and communication connected. Your team can follow every relationship from the first inquiry through project delivery and future client work.
Capture and Qualify New Sales Opportunities
Boardent works as a WordPress lead management plugin that helps teams organize potential customers, record activity, assign ownership, and identify which opportunities are ready to move forward.
Track Deals and Sales Opportunities With Clarity
Boardent is a WordPress deal management plugin that gives teams a clear view of every active opportunity. Track each deal’s stage, value, owner, activity, and next action without relying on disconnected spreadsheets.
Keep Every Client Relationship Organized
Boardent creates a connected client record where teams can view contact information, communication history, projects, tasks, invoices, meetings, and relationship activity. (A complete client database plugin for WordPress).
Build Stronger Relationships With Complete Client Context
Good customer management requires more than storing names and email addresses. Boardent helps teams understand each client's relationship, current work, billing activity, meetings, and previous communication as a complete customer management plugin for WordPress.
Connect CRM With Projects, Invoicing, and Client Communication
Boardent does not isolate sales information inside a standalone CRM. It connects client acquisition with project delivery, billing, scheduling, collaboration, and the client portal.
Manage Your CRM From Your WordPress Environment
Boardent works as a WordPress plugin that extends the platform with connected CRM and client-management capabilities, allowing teams to manage CRM activity from the same familiar administrative environment used for their website and connected business workflows.
A CRM Designed for
Client-Based Businesses
Boardent supports businesses that need to connect client acquisition with project delivery, communication, and billing.
Agencies
Manage leads, deals, client accounts, projects, retainers, meetings, and invoices through one connected workflow.
Freelancers
Organize potential clients, active projects, communication, deadlines, invoices, and payment status without using several different platforms.
Consultants
Manage consulting leads, client engagements, meetings, deliverables, follow-ups, and billing from one structured CRM.
Service Businesses
Track customers, service opportunities, active work, recurring relationships, scheduling, and invoices.
More Than a
Contact Management System
Boardent brings relationship data and business activity together. Teams can see what happened during sales, what work is being delivered, and how each client connects with projects and revenue.
Complete Client Visibility
See leads, deals, projects, meetings, invoices, communication, and activity through one connected relationship record.
Connected Sales and Delivery
Move successful opportunities into project delivery without losing client, scope, deadline, or ownership information.
Less Manual Work
Reduce repeated data entry between CRM, project management, scheduling, and invoicing tools.
Better Team Alignment
Give relevant team members access to shared client information, activity history, and current responsibilities.
Clearer Sales Accountability
Make deal ownership, stages, values, and next actions easier to understand.
Stronger Client Relationships
Maintain complete context across every interaction, project, invoice, and follow-up.
Run Boardent CRM Inside WordPress
Manage leads, deals, clients, projects, invoices, and scheduling through the Boardent interface inside WordPress. Give your team one connected environment for sales and client operations.
WordPress Edition
Access Boardent CRM directly through the WordPress admin dashboard.
Dedicated Boardent Workspace
Eligible plans may include access to a focused, full-screen workspace designed for growing teams.
See the Complete Client Journey in Action
A new lead is created
The lead is qualified
A deal enters the pipeline
The deal is marked as won
A client record is created
The client is connected to a project
Tasks and deadlines are assigned
An invoice is linked to the work
Common Questions About
Boardent CRM
What Is a WordPress CRM Plugin?
A WordPress CRM plugin helps businesses organize leads, deals, contacts, clients, and relationship history through WordPress. It allows sales and client-management workflows to be handled without relying entirely on a separate CRM platform.
Is Boardent a WordPress CRM Plugin?
Yes. Boardent is a WordPress CRM plugin that helps businesses manage leads, deals, clients, ownership, and activity history. It also connects CRM information with projects, invoicing, scheduling, and client communication.
Is Boardent a WordPress CRM Plugin for Agencies?
Yes. Boardent is designed for agencies that need to manage leads, client relationships, project delivery, meetings, communication, and invoices through one connected workflow.
Can I Manage Leads and Sales Pipelines in WordPress?
Yes. Boardent allows teams to organize leads, move opportunities through deal stages, assign ownership, record activity, and maintain visibility across the sales pipeline.
Can a WordPress CRM Connect With Projects and Invoices?
Yes. Boardent connects client and deal information with projects, tasks, quotes, invoices, and related delivery workflows. This helps information move from sales into execution without being recreated.
Is Boardent a Self-Hosted CRM?
Boardent works through WordPress. Whether it should be described as fully self-hosted depends on how its database, dedicated workspace, integrations, and external services are technically configured.
Does Boardent Include a Client Portal?
Boardent connects CRM records with a client portal where customers can access relevant information about their work.
Who Should Use Boardent CRM?
Boardent CRM is designed for agencies, freelancers, consultants, IT service companies, professional service teams, and other businesses managing ongoing client relationships.
Can Boardent Replace a Separate CRM and Project Management Tool?
Boardent can consolidate core CRM, project management, invoicing, scheduling, and client collaboration workflows. It is not intended to replace every accounting, messaging, calendar, storage, or specialist application.
Make WordPress Your Client Relationship Hub
Capture leads, manage deals, organize client relationships, and connect sales with project delivery through one WordPress CRM plugin for agencies.
